← 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
1701	CK Cohen Klingenstein New York	$13.4M	$0	2	0.38%	Maintained
1702	LG Leuthold Group Minneapolis, Minnesota	$13.4M	-$320K	5	1.35%	Reduced
1703	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$13.4M	+$27.9K	4	2.12%	Increased
1704	TI TTP Investments San Jose, California	$13.4M	+$3.39M	3	5.43%	Increased
1705	WC Westhampton Capital Winston-Salem, North Carolina	$13.4M	-$60.7K	1	5.55%	Reduced
1706	RAM Reflection Asset Management Isle Of Palms, South Carolina	$13.4M	-$1.28M	3	6.25%	Reduced
1707	JAG Journey Advisory Group Covington, Kentucky	$13.4M	+$386K	2	1.02%	Increased
1708	SC Stance Capital Boston, Massachusetts	$13.4M	+$6.91M	4	4.07%	Increased
1709	NL NWAM LLC Mercer Island, Washington	$13.3M	+$1.24M	4	0.67%	Increased
1710	DWA Dorsey Wright & Associates Pasadena, California	$13.3M	+$4.51M	2	2.26%	Increased
1711	SIA SeaBridge Investment Advisors Summit, New Jersey	$13.3M	+$233K	3	1.92%	Increased
1712	OL one8zero8 LLC Greensboro, North Carolina	$13.2M	$0	3	2.62%	Maintained
1713	Csenge Advisory Group Clearwater, Florida	$13.2M	+$926K	4	0.54%	Increased
1714	WA Wealth Alliance Mellville, New York	$13.2M	+$506K	3	1.11%	Increased
1715	PK Pflug Koory Omaha, Nebraska	$13.2M	-$449K	2	5.27%	Reduced
1716	PPWM Paragon Private Wealth Management Lexington, Kentucky	$13.2M	+$135K	3	3.44%	Increased
1717	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$13.1M	+$1.13M	7	0.85%	Increased
1718	AFT Alpha Family Trust Los Angeles, California	$13.1M	$0	4	5.26%	Maintained
1719	LGA Lebenthal Global Advisors Hauppauge, New York	$13M	+$60.1K	3	1.76%	Increased
1720	Centiva Capital New York	$13M	+$33.6K	6	0.11%	Increased
1721	FIM Fruth Investment Management Houston, Texas	$13M	-$161K	1	3.09%	Reduced
1722	LCM Landscape Capital Management Englewood, New Jersey	$13M	-$12.5M	3	0.84%	Reduced
1723	IIA IPG Investment Advisors San Diego, California	$12.9M	-$702K	3	1.86%	Reduced
1724	BBES Buffalo Business & Estate Services Orchard Park, New York	$12.9M	-$6.94M	0	–	Closed
1725	DSA Droms Strauss Advisors St. Louis, Missouri	$12.9M	$0	1	2.92%	Maintained