← 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
1751	FCMT Founders Capital Management (Texas) Houston, Texas	$12.3M	+$59.4K	2	5.31%	Increased
1752	AR Advisory Research Chicago, Illinois	$12.2M	-$7.93K	2	1.22%	Reduced
1753	VIP Vista Investment Partners Oklahoma City, Oklahoma	$12.2M	-$4.37M	2	3.06%	Reduced
1754	SAM Secure Asset Management Troy, Michigan	$12.1M	-$370K	4	1.7%	Reduced
1755	IAN Integrated Advisors Network Dallas, Texas	$12.1M	-$2.35M	4	0.56%	Reduced
1756	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$12.1M	-$4.85M	2	0.92%	Reduced
1757	Meiji Yasuda Life Insurance Tokyo, Japan	$12M	+$1.15M	4	0.4%	Increased
1758	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$12M	+$8.51M	3	1.8%	Increased
1759	CRB Chad R. Baker	$12M	$0	1	1.93%	Maintained
1760	Advisory Alpha Holland, Michigan	$11.9M	-$202K	3	0.29%	Reduced
1761	SI Shaker Investments Cleveland, Ohio	$11.9M	+$5.75M	3	4.28%	Increased
1762	ASBI American State Bank (Iowa) Sioux Center, Iowa	$11.9M	+$21.3K	2	4.83%	Increased
1763	Cullen Capital Management New York	$11.9M	-$1.12M	1	0.12%	Reduced
1764	SCM Schnieders Capital Management Pasadena, California	$11.9M	+$1.4M	4	1.56%	Increased
1765	TC Trilogy Capital Irvine, California	$11.9M	-$346K	5	0.46%	Reduced
1766	MAG Members Advisory Group Williamsville, New York	$11.8M	+$10.3M	2	3.3%	New
1767	CA Claro Advisors Boston, Massachusetts	$11.8M	+$322K	4	1.24%	Increased
1768	WMP Wealth Management Partners Tucson, Arizona	$11.8M	-$14.9K	2	2.77%	Reduced
1769	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$11.7M	-$4.67M	3	5.45%	Reduced
1770	Crawford Investment Counsel Atlanta, Georgia	$11.7M	-$4.3M	4	0.2%	Reduced
1771	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$11.7M	-$234K	3	0.7%	Reduced
1772	SCM Sitrin Capital Management Century City, California	$11.7M	-$5.32M	1	5.19%	Reduced
1773	RHJA Rice Hall James & Associates San Diego, California	$11.7M	-$3.62M	1	0.57%	Reduced
1774	AIM Avanda Investment Management Singapore	$11.7M	-$41.6K	4	3.9%	Reduced
1775	Western Wealth Management Golden, Colorado	$11.7M	+$455K	6	0.38%	Increased