← 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
1476	DCA DSG Capital Advisors Edina, Minnesota	$18.3M	+$351K	4	2.6%	Increased
1477	IAS IMA Advisory Services Denver, Colorado	$18.3M	-$507K	6	1.14%	Reduced
1478	AC Asio Capital Lexington, Kentucky	$18.3M	-$2.87M	2	2.34%	Reduced
1479	TPC Twin Peaks Capital Hong Kong,	$18.3M	+$12.6M	2	8.99%	New
1480	MWA Marathon Wealth Advisors Boston, Massachusetts	$18.3M	-$64.5K	2	6.24%	Reduced
1481	NCA Newbrook Capital Advisors New York	$18.2M	+$11.3M	1	2.46%	New
1482	CF Centaurus Financial Anaheim, California	$18.2M	+$1.14M	4	0.7%	Increased
1483	GIM Goelzer Investment Management Carmel, Indiana	$18.2M	-$966K	4	0.79%	Reduced
1484	1C 111 Capital Paris, France	$18.2M	+$804K	6	3.12%	Increased
1485	TCA Trifecta Capital Advisors Northbrook, Illinois	$18.1M	+$360K	4	2.34%	Increased
1486	KAM Karani Asset Management New York	$18.1M	-$2.89M	4	13.05%	Reduced
1487	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$18.1M	+$1.59M	5	6.32%	Increased
1488	SAM Synergy Asset Management Vancouver, Washington	$18.1M	-$615K	4	1.71%	Reduced
1489	PAA Peregrine Asset Advisers Portland, Oregon	$18.1M	+$9.4M	3	3.92%	Increased
1490	IIM Ipswich Investment Management Beverly, Massachusetts	$18.1M	-$71.7K	4	3.81%	Reduced
1491	Atreides Management Boston, Massachusetts	$18M	+$228K	1	0.13%	Increased
1492	Chicago Partners Investment Group Chicago, Illinois	$18M	+$1.25M	8	0.36%	Increased
1493	HW Hedeker Wealth Lincolnshire, Illinois	$18M	-$213K	1	3.43%	Reduced
1494	RWM RBA Wealth Management Newport Beach, California	$18M	-$6.63M	2	6.6%	Reduced
1495	GM GeoWealth Management Chicago, Illinois	$17.9M	-$2.41M	4	0.56%	Reduced
1496	NB Nicolet Bankshares Green Bay, Wisconsin	$17.9M	+$1.01M	7	0.57%	Increased
1497	BWG Boomfish Wealth Group Alpharetta, Georgia	$17.8M	-$2.99M	3	8.1%	Reduced
1498	VFM Viking Fund Management Minot, North Dakota	$17.7M	$0	2	1.59%	Maintained
1499	MIP Marietta Investment Partners Milwaukee, Wisconsin	$17.7M	+$296K	3	3.04%	Increased
1500	SAM Southeastern Asset Management Memphis, Tennessee	$17.7M	-$45.5M	1	0.92%	Reduced