← 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
WA
WP Advisors
California
$10K +$10.6K 1 0.01% New
1602
BAM
Barrett Asset Management
New York
$9K -$321K 2 0% Reduced
1603
OFW
Omnia Family Wealth
Florida
$9K -$2K 2 0% Reduced
1604
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$27.7K 1 0.01% Reduced
1605
TJHA
Thomas J. Herzfeld Advisors
Florida
$9K -$14.7K 1 0% Reduced
1606
RWM
Raffa Wealth Management
District of Columbia
$8.39K $0 3 0% Maintained
1607
Avior Wealth Management
Avior Wealth Management
Nebraska
$8K -$528K 1 0% Reduced
1608
LFG
LifePlan Financial Group
Ohio
$8K +$9.8K 1 0% New
1609
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K $0 1 0% Maintained
1610
POIA
Pin Oak Investment Advisors
Texas
$7K $0 1 0.01% Maintained
1611
THWM
Taylor Hoffman Wealth Management
Virginia
$7K $0 1 0.01% Maintained
1612
FMP
Financial Management Professionals
Texas
$6K -$3K 1 0% Reduced
1613
KC
KHP Capital
Oklahoma
$5K -$1.84K 1 0% Reduced
1614
LWM
Lenox Wealth Management
Ohio
$5K +$2.46K 2 0% Increased
1615
M
MOTCO
Texas
$5K $0 1 0% Maintained
1616
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$5K +$5.55K 2 0% New
1617
HT
Heritage Trust
Oklahoma
$4K $0 2 0% Maintained
1618
MCM
Mainstay Capital Management
Michigan
$4K $0 1 0% Maintained
1619
SA
SRH Advisors
Kansas
$4K $0 1 0.02% Maintained
1620
SCA
Stuart Chaussee & Associates
California
$4K $0 2 0% Maintained
1621
BWM
Baystate Wealth Management
Massachusetts
$3K -$1K 1 0% Reduced
1622
BAM
Bruderman Asset Management
New York
$3K $0 1 0% Maintained
1623
CWA
Clarus Wealth Advisors
Arizona
$3K +$3.15K 1 0% New
1624
CFN
Cordasco Financial Network
Florida
$3K $0 1 0% Maintained
1625
CFC
Coyle Financial Counsel
Illinois
$3K +$3.61K 1 0% New