← 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
1501	IIC Ironwood Investment Counsel Scottsdale, Arizona	$17.6M	-$260K	6	2.31%	Reduced
1502	Aviso Financial Toronto, Ontario, Canada	$17.6M	+$209K	4	0.61%	Increased
1503	KWM Keebeck Wealth Management Chicago, Illinois	$17.6M	-$978K	5	1.72%	Reduced
1504	AGC ARP Global Capital Dubai,	$17.6M	+$11.6M	2	7.58%	New
1505	MWAM Manhattan West Asset Management Los Angeles, California	$17.6M	+$907K	4	2.93%	Increased
1506	QPBE Quintet Private Bank (Europe) Luxembourg	$17.5M	-$10.7M	3	1.09%	Reduced
1507	3IP 3Chopt Investment Partners Richmond, Virginia	$17.5M	+$307K	3	3.29%	Increased
1508	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$17.5M	+$12M	2	7.48%	New
1509	DIM DC Investments Management Mclean, Virginia	$17.5M	$0	1	5.96%	Maintained
1510	TA Tiptree Advisors New York	$17.5M	+$3.65M	2	10.8%	Increased
1511	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$17.4M	+$287K	3	1.12%	Increased
1512	OPCM Osborne Partners Capital Management San Francisco, California	$17.3M	-$217K	3	0.96%	Reduced
1513	Sumitomo Life Insurance Tokyo, Japan	$17.3M	-$1.13M	3	0.28%	Reduced
1514	AWA Arete Wealth Advisors Chicago, Illinois	$17.3M	+$7.48M	2	1.15%	Increased
1515	CT Chicago Trust Grayslake, Illinois	$17.3M	-$351K	4	2.51%	Reduced
1516	PTC Private Trust Company Cleveland, Ohio	$17.3M	+$545K	13	1.38%	Increased
1517	CFO Cambient Family Office Ada, Michigan	$17.3M	+$115K	3	2.13%	Increased
1518	LCG Lisanti Capital Growth New York	$17.3M	-$17.2M	4	3.8%	Reduced
1519	LF Longbow Finance Lutry, Switzerland	$17.3M	-$12.3M	2	2.21%	Reduced
1520	Koshinski Asset Management Decatur, Illinois	$17.2M	+$970	4	0.92%	Increased
1521	NF Nikulski Financial Bettendorf, Iowa	$17.2M	-$623K	2	3.71%	Reduced
1522	SAS Stelac Advisory Services New York	$17.2M	-$923	4	3.2%	Reduced
1523	MIM Morningstar Investment Management Chicago, Illinois	$17.2M	-$5.82M	4	1.06%	Reduced
1524	Ferguson Wellman Capital Management Portland, Oregon	$17.1M	+$554K	3	0.21%	Increased
1525	TNA True North Advisors Dallas, Texas	$17.1M	-$899K	4	1.63%	Reduced