← All themes Semiconductors

Semicap & Lithography

Semiconductor capital equipment covers the deposition, etch, inspection, and lithography tools that turn a wafer into a chip. The most advanced lithography has a single supplier, which makes the group a chokepoint on the whole industry.

21 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1401	VAM Visionary Asset Management Houston, Texas	$229K	+$6.5K	1	0.06%	Increased
1402	DWM Darwin Wealth Management Tampa, Florida	$227K	+$17.3K	1	0.1%	Increased
1403	FAIM Financial Advocates Investment Management Olympia, Washington	$227K	+$243K	1	0.03%	New
1404	Simplicity Solutions Minneapolis, Minnesota	$227K	+$15K	1	0.02%	Increased
1405	Brookstone Capital Management Wheaton, Illinois	$225K	-$6.66K	1	0.02%	Reduced
1406	MGO One Seven Beachwood, Ohio	$225K	+$233K	8	0.1%	New
1407	Robeco Schweiz Zurich, Switzerland	$225K	$0	1	0.01%	Maintained
1408	SAM Seelaus Asset Management Chatham, New Jersey	$225K	+$238K	1	0.19%	New
1409	MWM Marietta Wealth Management Marietta, Georgia	$223K	$0	1	0.12%	Maintained
1410	Harvest Fund Management Beijing, China	$222K	-$1.9M	1	0.04%	Reduced
1411	TFF The Family Firm Bethesda, Maryland	$222K	-$3.73K	1	0.09%	Reduced
1412	HC Henshaw Capital Woburn, Massachusetts	$221K	-$189K	1	0.02%	Reduced
1413	HFP Holistic Financial Partners Indianapolis, Indiana	$221K	+$227K	3	0.18%	New
1414	BC Barnett & Company Chattanooga, Tennessee	$220K	+$149K	1	0.11%	Increased
1415	VCA Verdence Capital Advisors Hunt Valley, Maryland	$220K	+$233K	1	0.05%	New
1416	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$218K	+$233K	1	0.03%	New
1417	Clearstead Advisors Cleveland, Ohio	$217K	$0	1	0.03%	Maintained
1418	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$217K	+$33.8K	8	0.08%	Increased
1419	Treasurer of the State of North Carolina Raleigh, North Carolina	$217K	+$232K	1	0.53%	New
1420	AWA ARS Wealth Advisors St. Petersburg, Florida	$215K	+$10.8K	1	0.08%	Increased
1421	NIM Northeast Investment Management Boston, Massachusetts	$213K	+$1.06K	1	0.02%	Increased
1422	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$212K	+$433	1	0.22%	Increased
1423	AP Advisors Preferred Rockville, Maryland	$212K	+$160K	1	0.09%	Increased
1424	CC Cognios Capital Leawood, Kansas	$212K	-$136K	1	0.08%	Reduced
1425	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$210K	$0	1	0.15%	Maintained