← 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
1576	BFA Bill Few Associates Pittsburgh, Pennsylvania	$15.9M	-$103K	4	3.38%	Reduced
1577	CCM Capstone Capital Management Hong Kong,	$15.8M	+$10.8M	9	7.09%	New
1578	WP WealthShield Partners Cary, North Carolina	$15.8M	-$100K	2	2.42%	Reduced
1579	BE Bonness Enterprises Washington, District of Columbia	$15.7M	-$1.38M	1	5.08%	Reduced
1580	PWP Precedent Wealth Partners Houston, Texas	$15.7M	+$759K	2	2.61%	Increased
1581	IQI Integrated Quantitative Investments Bellevue, Washington	$15.7M	+$3.28M	8	2.57%	Increased
1582	GWM Goldenstone Wealth Management El Dorado Hills, California	$15.7M	-$29.1K	4	10.26%	Reduced
1583	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$15.7M	-$155K	5	0.97%	Reduced
1584	KIM Kane Investment Management Los Gatos, California	$15.7M	+$375K	3	6.68%	Increased
1585	LAM L2 Asset Management Wayland, Massachusetts	$15.7M	-$1.07M	3	1.63%	Reduced
1586	FLI Family Legacy Inc Greenville, South Carolina	$15.7M	-$442K	1	4.18%	Reduced
1587	GTAM Global Trust Asset Management West Palm Beach, Florida	$15.7M	-$2.16M	4	4.89%	Reduced
1588	C Certuity North Palm Beach, Florida	$15.6M	-$438K	5	0.77%	Reduced
1589	ECM English Capital Management Bloomfield Hills, Michigan	$15.6M	-$3.21M	2	7.2%	Reduced
1590	SHGA Sand Hill Global Advisors Palo Alto, California	$15.6M	+$8.39M	2	0.47%	Increased
1591	PCM Prelude Capital Management New York	$15.6M	-$2.14M	11	1.14%	Reduced
1592	SAM SP Asset Management Cupertino, California	$15.6M	+$641K	3	1.25%	Increased
1593	MCM Mitchell Capital Management Leawood, Kansas	$15.5M	+$213K	4	2.36%	Increased
1594	Pallas Capital Advisors Braintree, Massachusetts	$15.5M	+$912K	10	0.48%	Increased
1595	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$15.5M	-$93.9K	5	0.83%	Reduced
1596	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$15.5M	-$276K	10	1.57%	Reduced
1597	HT Heritage Trust Oklahoma City, Oklahoma	$15.5M	+$46.1K	4	1.34%	Increased
1598	PFM Patton Fund Management Dallas, Texas	$15.5M	-$4.94M	3	3.35%	Reduced
1599	CYG Clean Yield Group Norwich, Vermont	$15.4M	-$1.87M	3	3.83%	Reduced
1600	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$15.4M	+$13.5K	1	5.13%	Increased