← 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	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	1	0%	Maintained
1627	PCA Peddock Capital Advisors Braintree, Massachusetts	$3K	$0	1	0%	Maintained
1628	AP Atwood & Palmer Kansas City, Missouri	$2K	+$1.86K	1	0%	New
1629	DOA D'Orazio & Associates Falls Church, Virginia	$2K	$0	1	0%	Maintained
1630	ICM IMS Capital Management Portland, Oregon	$2K	+$1.73K	1	0%	New
1631	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	+$1.39K	8	0%	Increased
1632	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	+$109	1	0%	Increased
1633	IAS INR Advisory Services Media, Pennsylvania	$1K	+$1.35K	1	0%	New
1634	KCPG Kavar Capital Partners Group Leawood, Kansas	$1K	$0	1	0%	Maintained
1635	NR Newfound Research Wellesley Hills, Massachusetts	$1K	$0	1	0%	Maintained
1636	RIA RPG Investment Advisory Pleasanton, California	$1K	$0	1	0%	Maintained
1637	TG TLP Group Evanston, Illinois	$1K	-$198K	2	0%	Reduced
1638	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1639	AAC Acorn Advisory Capital New York	$0	-$264K	0	–	Closed
1640	Advent Capital Management New York	$0	-$5.23M	0	–	Closed
1641	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$4K	0	–	Closed
1642	Alphinity Investment Management Sydney, Australia	$0	-$18.2M	0	–	Closed
1643	ACM Argent Capital Management St Louis, Missouri	$0	-$1.24M	0	–	Closed
1644	Aristotle Capital Management Los Angeles, California	$0	-$82K	0	–	Closed
1645	ADL Asset Dedication LLC San Francisco, California	$0	+$63	1	0%	New
1646	AAM Augustine Asset Management Jacksonville, Florida	$0	-$202K	0	–	Closed
1647	Avidian Wealth Enterprises Houston, Texas	$0	-$2.62M	0	–	Closed
1648	Axiom Investors Greenwich, Connecticut	$0	-$1.94M	0	–	Closed
1649	BLA Balter Liquid Alternatives Boston, Massachusetts	$0	-$837K	0	–	Closed
1650	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$0	-$8.08M	0	–	Closed