← 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	FP Factorial Partners Mt. Kisco, New York	$149K	+$172K	1	0.14%	New
1452	FWM Focused Wealth Management Newburgh, New York	$145K	+$155K	2	0.05%	New
1453	RE RBC Europe London, United Kingdom	$145K	+$41.2K	5	0.02%	Increased
1454	DSC Duncker Streett & Co St. Louis, Missouri	$142K	-$56.8K	2	0.04%	Reduced
1455	WAM Watermark Asset Management San Ramon, California	$141K	$0	3	0.06%	Maintained
1456	MFW Mosaic Family Wealth St. Louis, Missouri	$134K	-$12.3K	1	0.05%	Reduced
1457	TA Townsend & Associates Westminster, Colorado	$128K	+$136K	1	0.11%	New
1458	BTIS BB&T Investment Services Charlotte, North Carolina	$126K	+$34.4K	7	0.02%	Increased
1459	BEAM Baker Ellis Asset Management Vancouver, Washington	$123K	+$123K	1	0.03%	New
1460	MIC MU Investments Company Tokyo, Japan	$118K	-$22.2K	4	0.08%	Reduced
1461	WCM Whitener Capital Management Rocky Mount, North Carolina	$114K	+$118K	2	0.1%	New
1462	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$112K	-$1.94K	3	0.06%	Reduced
1463	Hershey Trust Company Hershey, Pennsylvania	$111K	+$128K	1	0%	New
1464	RPG Risk Paradigm Group Austin, Texas	$110K	+$117K	1	0.12%	New
1465	GFP Gryphon Financial Partners Columbus, Ohio	$109K	+$119K	7	0.06%	New
1466	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$109K	-$62.9K	2	0.07%	Reduced
1467	Citizens Financial Group Providence, Rhode Island	$108K	-$20.8K	3	0.01%	Reduced
1468	RFM Royal Fund Management Lady Lake, Florida	$108K	+$79.4K	3	0.04%	Increased
1469	ZB Zions Bancorporation Salt Lake City, Utah	$107K	-$553K	2	0.02%	Reduced
1470	SBL Sargent Bickham Lagudis Boulder, Colorado	$102K	+$24K	4	0.01%	Increased
1471	SLF Sun Life Financial Toronto, Ontario, Canada	$102K	-$250K	2	0.01%	Reduced
1472	FPS Fieldpoint Private Securities Greenwich, Connecticut	$101K	-$107K	3	0.05%	Reduced
1473	AFNAS American Financial Network Advisory Services Calabasas, California	$100K	-$17.5K	3	0.04%	Reduced
1474	ECM Estabrook Capital Management New York	$99.1K	$0	2	0.02%	Maintained
1475	FA Fortis Advisors Wayne, Pennsylvania	$99K	+$108K	1	0.06%	New