← 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	FMA FNY Managed Accounts New York	$36K	-$1.87M	5	0.03%	Reduced
1552	LF Lee Financial Dallas, Texas	$34K	$0	1	0.01%	Maintained
1553	PHK Point72 Hong Kong Hong Kong	$34K	-$61.7K	4	0.03%	Reduced
1554	SNT Security National Trust Wheeling, West Virginia	$34K	+$6.75K	2	0.01%	Increased
1555	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$28K	+$30K	4	0.02%	New
1556	IP Isthmus Partners Madison, Wisconsin	$27K	$0	3	0.01%	Maintained
1557	MBT Monroe Bank & Trust Monroe, Michigan	$27K	+$28.5K	2	0.01%	New
1558	PGA Premia Global Advisors Coral Gables, Florida	$27K	+$33.3K	1	0.03%	New
1559	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$26K	+$26.6K	4	0.02%	New
1560	CHC City Holding Co Charleston, West Virginia	$26K	-$10.8K	1	0.01%	Reduced
1561	MCM Mainstay Capital Management Grand Blanc, Michigan	$26K	+$27.3K	2	0.02%	New
1562	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$25K	+$13.8K	3	0.02%	Increased
1563	MRCM M&R Capital Management Summit, New Jersey	$25K	+$27.1K	1	0.01%	New
1564	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$24K	+$15.6K	2	0.02%	Increased
1565	KPCM Kings Point Capital Management Great Neck, New York	$23K	+$22.3K	1	0%	New
1566	TIM Tortoise Investment Management White Plains, New York	$22K	+$18.7K	2	0.01%	Increased
1567	ARMC American Research & Management Company Marion, Massachusetts	$21K	$0	1	0.01%	Maintained
1568	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$21K	+$22.1K	2	0.02%	New
1569	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$21K	+$4.23K	3	0.02%	Increased
1570	SIM Sonora Investment Management Tucson, Arizona	$20K	+$2.82K	3	0%	Increased
1571	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$20K	-$35.7K	1	0.02%	Reduced
1572	Perigon Wealth Management San Francisco, California	$20K	-$71.3K	1	0.01%	Reduced
1573	QAM QCI Asset Management Pittsford, New York	$20K	+$1.04K	2	0%	Increased
1574	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$20K	-$7.59K	1	0.01%	Reduced
1575	VEA Virtus ETF Advisers New York	$20K	+$21.2K	1	0.03%	New