← 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
1426	QAM QCI Asset Management Pittsford, New York	$19K	$0	1	0%	Maintained
1427	TC Trust Company Manhattan, Kansas	$19K	$0	1	0.01%	Maintained
1428	SIM Sonora Investment Management Tucson, Arizona	$17.5K	-$735	2	0%	Reduced
1429	H Hexavest Montreal, Quebec, Canada	$16K	$0	1	0%	Maintained
1430	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$16K	-$8.41K	3	0.01%	Reduced
1431	ACM Aviance Capital Management Sarasota, Florida	$15K	-$15K	1	0%	Reduced
1432	Avior Wealth Management Omaha, Nebraska	$15K	$0	2	0%	Maintained
1433	FA Financial Advantage Columbia, Maryland	$15K	+$13K	1	0.01%	New
1434	TCCM Timber Creek Capital Management Boston, Massachusetts	$15K	$0	1	0.01%	Maintained
1435	CAL Capital Advisors Ltd Shaker Heights, Ohio	$12K	$0	1	0%	Maintained
1436	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$12K	+$11.5K	2	0.01%	New
1437	AC Alexandria Capital Arlington, Virginia	$11K	-$96K	1	0%	Reduced
1438	DVM Dreman Value Management West Palm Beach, Florida	$11K	$0	1	0.01%	Maintained
1439	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10K	-$95	1	0.01%	Reduced
1440	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$8K	$0	1	0%	Maintained
1441	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$8K	+$1.21K	1	0.01%	Increased
1442	BWM Baystate Wealth Management Boston, Massachusetts	$7K	$0	2	0%	Maintained
1443	CP Corbenic Partners Bethlehem, Pennsylvania	$5K	+$4.87K	1	0.01%	New
1444	M MOTCO San Antonio, Texas	$5K	-$342	1	0%	Reduced
1445	SAM Shamrock Asset Management Dallas, Texas	$5K	-$4.52K	1	0%	Reduced
1446	CFN Cordasco Financial Network Naples, Florida	$4K	$0	1	0%	Maintained
1447	HWP Hefty Wealth Partners Auburn, Indiana	$4K	$0	1	0%	Maintained
1448	TIM Tortoise Investment Management White Plains, New York	$4K	$0	1	0%	Maintained
1449	HT Heritage Trust Oklahoma City, Oklahoma	$3K	$0	1	0%	Maintained
1450	PCA Peddock Capital Advisors Braintree, Massachusetts	$3K	$0	1	0%	Maintained