← 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
1526
AIM
Anchor Investment Management
South Carolina
$17M -$198K 4 1.28% Reduced
1527
ACS
Archford Capital Strategies
Illinois
$17M +$959K 3 1.73% Increased
1528
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$17M +$1.18M 5 0.69% Increased
1529
CM
Columbus Macro
Pennsylvania
$17M -$2.15M 2 1.65% Reduced
1530
DCU
Dara Capital US
Florida
$16.9M +$2.62M 2 11.67% Increased
1531
TAM
Trust Asset Management
Texas
$16.9M -$286K 3 1.05% Reduced
1532
DCM
Decatur Capital Management
Georgia
$16.8M -$1.55M 2 5.71% Reduced
1533
CRI
Commonwealth Retirement Investments
Virginia
$16.8M -$8.3M 3 4.55% Reduced
1534
EFG
Everest Financial Group
Minnesota
$16.7M -$342K 2 2.27% Reduced
1535
SRC
Shufro Rose & Co
New York
$16.7M -$1.12M 3 0.96% Reduced
1536
BIM
Brentview Investment Management
Illinois
$16.7M -$1.64M 1 6.6% Reduced
1537
SFCL
Strengthening Families & Communities LLC
Massachusetts
$16.7M -$481K 11 3.71% Reduced
1538
IWA
Icon Wealth Advisors
Texas
$16.7M +$2.34M 4 1% Increased
1539
DMBA
Deseret Mutual Benefit Administrators
Utah
$16.7M -$1.36M 3 5.45% Reduced
1540
HHAA
Henry H. Armstrong Associates
Pennsylvania
$16.6M +$888K 1 1.61% Increased
1541
CSNH
Crow's Nest Holdings
Virginia
$16.6M +$13.3M 1 5.02% New
1542
CWP
Cyndeo Wealth Partners
Florida
$16.6M +$4.36M 4 0.78% Increased
1543
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$16.6M +$5.3K 4 0.35% Increased
1544
WPW
Warther Private Wealth
Ohio
$16.5M -$4.51M 2 3.62% Reduced
1545
IP
Intellectus Partners
California
$16.5M -$6.1K 3 2.85% Reduced
1546
PKC
Palmer Knight Company
Florida
$16.5M -$3.15M 1 6.34% Reduced
1547
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$16.5M +$310K 4 0.29% Increased
1548
FBFS
First Business Financial Services
Wisconsin
$16.4M +$561K 3 1.27% Increased
1549
FNBOMD
First National Bank of Mount Dora
Florida
$16.4M -$403K 1 3.29% Reduced
1550
Hills Bank & Trust
Hills Bank & Trust
Iowa
$16.4M +$66.4K 4 0.7% Increased