← 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
1726	CWM Chronos Wealth Management Clearwater, Florida	$12.9M	-$129K	1	5.72%	Reduced
1727	AT American Trust Lexington, Kentucky	$12.8M	-$1.54M	4	0.99%	Reduced
1728	AWM Accurate Wealth Management Wesley Chapel, Florida	$12.8M	+$542K	4	1.22%	Increased
1729	HH HWG Holdings Houston, Texas	$12.8M	+$1.07M	1	2.9%	Increased
1730	SOS Silver Oak Securities Jackson, Tennessee	$12.8M	+$375K	5	0.78%	Increased
1731	MLTEF Metatron Long Term Equity Fund Birkirkara,	$12.7M	+$8.59M	3	5.79%	New
1732	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$12.7M	+$1.92M	5	0.4%	Increased
1733	RFG Range Financial Group Tigard, Oregon	$12.7M	-$1.65M	3	3.48%	Reduced
1734	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$12.7M	-$29.4K	5	2.4%	Reduced
1735	Armistice Capital New York	$12.7M	-$12.7M	4	0.16%	Reduced
1736	IA Inspire Advisors Meridian, Idaho	$12.7M	+$143K	6	0.88%	Increased
1737	CFP Catalyst Financial Partners Boston, Massachusetts	$12.6M	+$540K	5	1.25%	Increased
1738	SIM Seaview Investment Managers Miami, Florida	$12.6M	-$3.56M	3	3.77%	Reduced
1739	BP BBR Partners New York	$12.6M	-$10.3K	2	0.59%	Reduced
1740	TW Titan Wealth St Peter Port,	$12.6M	-$2.77M	1	4.68%	Reduced
1741	KIG Kessler Investment Group Columbus, Indiana	$12.6M	+$8.26M	1	5.36%	New
1742	OAM Occidental Asset Management Burlingame, California	$12.5M	+$6.9M	5	1.24%	Increased
1743	JSL JT Stratford LLC Gainesville, Georgia	$12.5M	+$1.9M	3	1.37%	Increased
1744	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$12.5M	+$505K	1	2.08%	Increased
1745	CCM Canal Capital Management Richmond, Virginia	$12.4M	-$1.74M	2	1.52%	Reduced
1746	Optiver Holding Amsterdam, Netherlands	$12.4M	-$31.6M	6	0%	Reduced
1747	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$12.3M	-$566K	1	7.3%	Reduced
1748	AWM Angeles Wealth Management Santa Monica, California	$12.3M	+$839K	5	0.56%	Increased
1749	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$12.3M	-$74K	2	1.62%	Reduced
1750	PMA Prudent Man Advisors Naperville, Illinois	$12.3M	-$975K	2	2.81%	Reduced