← 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
1601	Intact Investment Management Montreal, Quebec, Canada	$15.3M	-$1.58M	1	0.44%	Reduced
1602	WCM Westend Capital Management Sausalito, California	$15.3M	+$28.8K	3	3.5%	Increased
1603	Perpetual Ltd Sydney, New South Wales, Australia	$15.3M	-$867K	4	0.22%	Reduced
1604	SIA Strategic Investment Advisors Farmington Hills, Michigan	$15.3M	-$252K	5	0.92%	Reduced
1605	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$15.3M	-$314K	3	6.42%	Reduced
1606	EFG Everhart Financial Group Dublin, Ohio	$15.2M	-$213K	6	0.98%	Reduced
1607	CT Caldwell Trust Venice, Florida	$15.2M	-$193K	5	1.23%	Reduced
1608	CAM Crown Advisors Management Larkspur, California	$15.2M	-$4.55M	1	8.33%	Reduced
1609	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$15.1M	$0	1	3.57%	Maintained
1610	SAM Sunstone Asset Management New York	$15.1M	+$5.17M	4	16.34%	Increased
1611	COI Connable Office Inc Kalamazoo, Michigan	$15.1M	-$2.07M	7	1.33%	Reduced
1612	AHL Abel Hall LLC Baton Rouge, Louisiana	$15.1M	+$1.16M	13	2.6%	Increased
1613	BWM BNC Wealth Management Beaverton, Oregon	$15M	+$250K	2	3.62%	Increased
1614	BVC Bright Valley Capital Hong Kong	$15M	+$8.34M	1	2.39%	New
1615	IFG Advisory Atlanta, Georgia	$14.9M	+$9.68M	8	0.52%	Increased
1616	MAMA Myriad Asset Management Advisors West Palm Beach, Florida	$14.9M	+$637K	3	3.51%	Increased
1617	IC Inscription Capital Houston, Texas	$14.8M	+$310K	5	1.32%	Increased
1618	BO Bank OZK Little Rock, Arkansas	$14.8M	-$705K	2	4.41%	Reduced
1619	CI Cigna Investments Bloomfield, Connecticut	$14.8M	+$79.4K	5	1.92%	Increased
1620	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$14.8M	-$84.6K	3	3.81%	Reduced
1621	MCM MV Capital Management Bethesda, Maryland	$14.8M	-$825K	8	1.31%	Reduced
1622	IG Ithaka Group Arlington, Virginia	$14.8M	+$10.4M	1	2.68%	New
1623	Dodge & Cox San Francisco, California	$14.8M	-$247K	1	0.01%	Reduced
1624	DCM Davidson Capital Management Corpus Christi, Texas	$14.8M	-$129K	2	2.36%	Reduced
1625	FA Fiduciary Alliance Greenville, South Carolina	$14.7M	+$37.6K	4	1%	Increased