← 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
1551	Circle Wealth Management Summit, New Jersey	$16.4M	+$2.71M	3	0.21%	Increased
1552	SWK Stephen W. Kidder	$16.4M	+$244K	2	4.14%	Increased
1553	AI Atom Investors Austin, Texas	$16.4M	-$12.1M	7	1.45%	Reduced
1554	NIG NFJ Investment Group Dallas, Texas	$16.3M	-$7.31M	2	0.55%	Reduced
1555	Donaldson Capital Management Evansville, Indiana	$16.3M	+$11.9M	4	0.47%	Increased
1556	PFC Phocas Financial Corp Alameda, California	$16.3M	-$3.05M	2	2.26%	Reduced
1557	MassMutual Private Wealth & Trust Windsor, Connecticut	$16.3M	+$4.8M	14	0.42%	Increased
1558	Sapient Capital Indianapolis, Indiana	$16.3M	+$9.53M	3	0.21%	Increased
1559	PA Prairie Advisory Leawood, Kansas	$16.2M	+$11.3M	2	3.8%	New
1560	EFMH E Fund Management (HK) Central, Hong Kong	$16.1M	+$5.86M	4	5.35%	Increased
1561	BFA Buttonwood Financial Advisors Baltimore, Maryland	$16.1M	-$434K	3	4.91%	Reduced
1562	Confluence Wealth Services Mcmurray, Pennsylvania	$16.1M	+$2.64M	6	0.46%	Increased
1563	Pure Financial Advisors San Diego, California	$16M	+$3.83M	5	0.2%	Increased
1564	SW Solidarity Wealth Lehi, Utah	$16M	-$1.4M	3	2.79%	Reduced
1565	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$16M	+$3.58M	5	0.8%	Increased
1566	SSA SSA Swiss Advisors Zurich,	$16M	$0	1	6.01%	Maintained
1567	MCM McKinney Capital Management Houston, Texas	$16M	+$1.52M	1	6.3%	Increased
1568	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$16M	-$10.2K	1	7.46%	Reduced
1569	AM Account Management Boxford, Massachusetts	$16M	-$446K	1	16.12%	Reduced
1570	KLWA Kelly Lawrence W & Associates Pasadens, California	$15.9M	-$2.5M	1	3.41%	Reduced
1571	PRA Pine Ridge Advisers New York	$15.9M	+$5.57M	1	0.96%	Increased
1572	AIC AWM Investment Company New York	$15.9M	+$12.4M	1	1.38%	Increased
1573	WB Webster Bank Waterbury, Connecticut	$15.9M	-$402K	4	1.38%	Reduced
1574	ACM Arini Captial Management London, United Kingdom	$15.9M	+$10.7M	2	1.63%	New
1575	GAMH Greenwoods Asset Management (HK) Hong Kong	$15.9M	+$12.4M	2	0.73%	New