← 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
1626	Robertson Stephens Wealth Management San Francisco, California	$14.7M	+$391K	4	0.36%	Increased
1627	NW N10 Wealth Greenwich, Connecticut	$14.7M	+$10.3M	1	5.22%	New
1628	TPM Totem Point Management New York	$14.7M	+$4.6M	1	8.99%	Increased
1629	CP Cumberland Partners Toronto, Ontario, Canada	$14.6M	-$723K	3	0.95%	Reduced
1630	BP Broadleaf Partners Hudson, Ohio	$14.6M	+$10.4M	2	2.83%	New
1631	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$14.6M	-$1.27M	2	2.76%	Reduced
1632	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$14.6M	+$86.6K	15	1.39%	Increased
1633	BCM Barometer Capital Management Toronto, Ontario, Canada	$14.6M	+$10M	1	4.06%	Increased
1634	CAAS Capital Asset Advisory Services Williamston, Michigan	$14.6M	-$89.7K	5	0.53%	Reduced
1635	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$14.6M	-$20.8M	4	0.23%	Reduced
1636	CWI Conscious Wealth Investments Coral Gables, Florida	$14.6M	-$11K	2	7.48%	Reduced
1637	LBWM Left Brain Wealth Management Naperville, Illinois	$14.6M	+$5.97M	5	4.39%	Increased
1638	Maverick Capital Dallas, Texas	$14.5M	-$808M	15	0.13%	Reduced
1639	AIMC Alley Investment Management Company Lake Forest, Illinois	$14.5M	+$11.6M	1	1.7%	New
1640	NA N10 Assets Greenwich, Connecticut	$14.5M	+$10.2M	1	6.27%	New
1641	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$14.5M	-$218K	3	1.78%	Reduced
1642	OGC Oak Grove Capital North Hampton, New Hampshire	$14.5M	+$5.01M	2	0.69%	Increased
1643	WLG Williamson Legacy Group Carmel, Indiana	$14.5M	+$7.32M	5	7.19%	Increased
1644	SWM SeaCrest Wealth Management Purchase, New York	$14.5M	-$4.71M	5	1.6%	Reduced
1645	KC Kadensa Capital Central, Hong Kong	$14.5M	-$4.83M	1	3.09%	Reduced
1646	RGC Redwood Grove Capital Palo Alto, California	$14.5M	-$5.36M	1	3.67%	Reduced
1647	SAM Southernsun Asset Management Memphis, Tennessee	$14.4M	-$2.95M	1	1.94%	Reduced
1648	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$14.4M	-$290K	1	4.92%	Reduced
1649	Evelyn Partners London,	$14.3M	+$10.5M	4	0.03%	New
1650	TCOT Trust Company of Toledo Holland, Ohio	$14.3M	-$377K	5	1.19%	Reduced