← 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
1651	MIC Maxi Investments CY Limassol, Cyprus	$14.3M	+$7.92M	4	2.9%	Increased
1652	PA Probity Advisors Dallas, Texas	$14.2M	-$1.73M	4	2.03%	Reduced
1653	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$14.2M	-$231K	4	11.37%	Reduced
1654	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$14.2M	+$816K	5	0.65%	Increased
1655	Kestra Investment Management Austin, Texas	$14.2M	+$3.52M	4	0.28%	Increased
1656	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$14.2M	$0	2	2.69%	Maintained
1657	EI Ellevest Inc New York	$14.2M	+$782K	8	1.67%	Increased
1658	FCM Fremen Capital Management Stamford, Connecticut	$14.2M	+$1.44M	1	12.43%	Increased
1659	EFS Essex Financial Services Essex, Connecticut	$14.2M	+$60.3K	4	0.71%	Increased
1660	MCA Martin Capital Advisors San Antonio, Texas	$14.1M	+$321K	3	7.4%	Increased
1661	NWAG Net Worth Advisory Group Sandy, Utah	$14.1M	-$639K	5	3.55%	Reduced
1662	SC Seldon Capital San Francisco, California	$14.1M	+$9.22M	5	4.4%	Increased
1663	PE PCM Encore Aspen, Colorado	$14.1M	+$869K	6	2.47%	Increased
1664	MCCP Mission Creek Capital Partners San Francisco, California	$14M	+$484K	3	2.46%	Increased
1665	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$14M	+$8.56M	5	6.12%	Increased
1666	CIG Cullen Investment Group Lafayette, Louisiana	$14M	+$718K	1	1.69%	Increased
1667	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$13.9M	-$1.44M	5	3.06%	Reduced
1668	Seizert Capital Partners Birmingham, Michigan	$13.9M	-$1.37M	1	0.57%	Reduced
1669	EP Edgestream Partners Princeton, New Jersey	$13.9M	-$8.46M	3	0.41%	Reduced
1670	RC Rexford Capital Bellaire, Texas	$13.8M	-$14.6K	4	8.46%	Reduced
1671	RCA Resonant Capital Advisors Madison, Wisconsin	$13.8M	+$2.47M	7	0.66%	Increased
1672	VCM Versant Capital Management Phoenix, Arizona	$13.8M	-$1.41M	14	1.24%	Reduced
1673	PCM Polymer Capital Management New York	$13.8M	-$9.63M	8	1.83%	Reduced
1674	BA Bridgewater Advisors New York	$13.7M	+$260K	3	0.75%	Increased
1675	GTS Securities Miami, Florida	$13.7M	+$7.25M	11	0.29%	Increased