← 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	ZAM Zevin Asset Management Boston, Massachusetts	$210K	+$210K	1	0.05%	New
1427	OneDigital Investment Advisors Overland Park, Kansas	$209K	+$30.4K	2	0.02%	Increased
1428	AF Arrow Financial Glens Falls, New York	$208K	$0	1	0.05%	Maintained
1429	Miracle Mile Advisors Los Angeles, California	$207K	$0	1	0.03%	Maintained
1430	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$207K	+$207K	1	0.03%	New
1431	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$205K	$0	1	0.02%	Maintained
1432	PI Parkside Investments Deerfield, Illinois	$204K	+$217K	1	0.1%	New
1433	PVH Psagot Value Holdings Tel Aviv, Israel	$202K	-$379K	2	0.01%	Reduced
1434	Carson Wealth (CWM LLC) Omaha, Nebraska	$201K	-$1.57K	6	0.01%	Reduced
1435	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$196K	+$141K	3	0.11%	Increased
1436	VCM Versant Capital Management Phoenix, Arizona	$195K	+$8.07K	9	0.08%	Increased
1437	RQS Ramsey Quantitative Systems Louisville, Kentucky	$193K	+$231K	1	0.2%	New
1438	MCF Advisors Covington, Kentucky	$188K	+$379	1	0.03%	Increased
1439	RWA Ropes Wealth Advisors Boston, Massachusetts	$186K	-$59.7K	4	0.05%	Reduced
1440	ATC Adirondack Trust Company Saratoga Springs, New York	$185K	+$4.12K	3	0.13%	Increased
1441	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$184K	+$208K	1	0.06%	New
1442	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$176K	+$177K	2	0.03%	New
1443	Valeo Financial Advisors Carmel, Indiana	$169K	+$79.7K	3	0.03%	Increased
1444	BG Bollard Group Boston, Massachusetts	$164K	+$35.3K	2	0.01%	Increased
1445	ARM Adirondack Research & Management Guilderland, New York	$161K	-$1.52M	1	0.06%	Reduced
1446	HAM Highstreet Asset Management London, Ontario, Canada	$161K	-$166K	1	0.01%	Reduced
1447	WA WealthTrust-Arizona Scottsdale, Arizona	$153K	+$32.8K	5	0.08%	Increased
1448	GAM Gemmer Asset Management Walnut Creek, California	$152K	+$27.1K	7	0.05%	Increased
1449	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$149K	$0	1	9.11%	Maintained
1450	PCTC Perkins Coie Trust Company Seattle, Washington	$149K	-$43.3K	2	0.07%	Reduced