← 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
1676	DRD Dennis R. Delaney	$13.7M	+$76.7K	2	4.37%	Increased
1677	NICM Neo Ivy Capital Management New York	$13.7M	+$1.99M	5	3.16%	Increased
1678	PP PDS Planning Dublin, Ohio	$13.7M	+$393K	5	0.79%	Increased
1679	AWM Aprio Wealth Management Atlanta, Georgia	$13.7M	+$900K	4	0.68%	Increased
1680	HVP Hudson Value Partners Palm Beach, Florida	$13.7M	-$493K	3	3.43%	Reduced
1681	AWC Abundance Wealth Counselors State College, Pennsylvania	$13.7M	+$4.16M	4	0.89%	Increased
1682	OC Opal Capital Boca Raton, Florida	$13.7M	-$164K	2	2.44%	Reduced
1683	P Paradiem Covington, Louisiana	$13.7M	-$9.68M	1	2.94%	Reduced
1684	BG BDF Gestion Paris, France	$13.6M	-$5.08M	3	1.83%	Reduced
1685	AFM Anson Funds Management Dallas, Texas	$13.6M	-$2.99M	3	0.81%	Reduced
1686	CG Curat Global Springfield, New Hampshire	$13.6M	-$1.77M	3	11.12%	Reduced
1687	PAM Paradigm Asset Management New York	$13.6M	-$2.32M	3	2.91%	Reduced
1688	ILI Invesco LLC (Illinois) Des Plaines, Illinois	$13.6M	-$257K	2	4.21%	Reduced
1689	NG NWK Group San Francisco, California	$13.6M	+$39.5K	1	4.19%	Increased
1690	BOS Bank of Stockton Stockton, California	$13.6M	-$408K	2	3.82%	Reduced
1691	TCOK Trust Company of Kansas Wichita, Kansas	$13.6M	-$581K	2	6.96%	Reduced
1692	PGAM Princeton Global Asset Management Princeton, New Jersey	$13.6M	-$3.19M	4	1.94%	Reduced
1693	MCM Massar Capital Management Stamford, Connecticut	$13.6M	+$9.58M	8	1.32%	New
1694	HCM Horiko Capital Management New York	$13.5M	+$2.87M	1	2.38%	Increased
1695	SIG Brokerage New York	$13.5M	+$5.36M	3	0.26%	Increased
1696	CIM Cambria Investment Management Manhattan Beach, California	$13.5M	+$6.47M	4	0.67%	Increased
1697	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$13.5M	+$284K	4	0.72%	Increased
1698	WAM Wakefield Asset Management Englewood, Colorado	$13.5M	-$2.15M	4	3.04%	Reduced
1699	NorthRock Partners Minneapolis, Minnesota	$13.5M	+$1.17M	5	0.2%	Increased
1700	CCAM Capelight Capital Asset Management New York	$13.4M	-$1.62M	2	6.45%	Reduced