← 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
1451	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$19M	-$9.06M	3	0.8%	Reduced
1452	RC Riposte Capital New York	$18.9M	+$2.4M	1	4.2%	Increased
1453	AIS AM Investment Strategies Chattanooga, Tennessee	$18.9M	-$131K	1	3.63%	Reduced
1454	Belpointe Asset Management Reno, Nevada	$18.9M	-$4.13M	5	0.62%	Reduced
1455	LSA L & S Advisors Los Angeles, California	$18.9M	-$2.73M	2	1.95%	Reduced
1456	DFO Duquesne Family Office New York	$18.9M	+$13.2M	1	0.36%	New
1457	RWB RMR Wealth Builders Montclair, New Jersey	$18.9M	+$2.14M	4	1.17%	Increased
1458	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$18.9M	+$361K	2	0.59%	Increased
1459	PT Plimoth Trust Plymouth, Massachusetts	$18.9M	-$675K	1	3.76%	Reduced
1460	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$18.8M	+$4.82M	3	2.18%	Increased
1461	HCP Hiddenite Capital Partners New York	$18.8M	+$13.5M	2	1.61%	New
1462	AC Avestar Capital New York	$18.8M	+$747K	4	1.05%	Increased
1463	CWM Cabot Wealth Management Salem, Massachusetts	$18.7M	+$6.35M	3	1.91%	Increased
1464	MAM Montanaro Asset Management London, United Kingdom	$18.7M	-$7.07M	1	5.89%	Reduced
1465	CTC Cetera Trust Company St. Paul, Minnesota	$18.7M	-$288K	5	9.36%	Reduced
1466	PWG Portside Wealth Group Provo, Utah	$18.7M	-$697K	7	2.17%	Reduced
1467	RIL Rothschild Investment LLC Chicago, Illinois	$18.7M	+$3.82M	16	0.7%	Increased
1468	SIC SFE Investment Counsel Los Angeles, California	$18.6M	-$839K	2	2.51%	Reduced
1469	TBNY Trustco Bank (New York) Albany, New York	$18.6M	+$230K	1	13.56%	Increased
1470	CCG Chatham Capital Group Savannah, Georgia	$18.4M	+$2.69M	4	2.36%	Increased
1471	Chilton Investment Company Stamford, Connecticut	$18.4M	+$3.06M	4	0.44%	Increased
1472	GAAM Grand Alliance Asset Management Central, Hong Kong	$18.4M	+$797K	2	11.07%	Increased
1473	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$18.4M	-$823K	5	3.77%	Reduced
1474	FAS Formuepleje A/S Aarhus C, Denmark	$18.4M	-$6.56M	3	1.44%	Reduced
1475	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$18.3M	-$14.5M	5	1.88%	Reduced