← 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
1776	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$11.7M	+$1.8M	5	2.19%	Increased
1777	TAM Tealwood Asset Management Minneapolis, Minnesota	$11.7M	-$1.83M	3	4.48%	Reduced
1778	PAM Palisade Asset Management Minneapolis, Minnesota	$11.6M	+$120K	4	1.07%	Increased
1779	CCG Cloverfields Capital Group Minneapolis, Minnesota	$11.6M	-$1.47M	2	3.52%	Reduced
1780	AWA Alta Wealth Advisors Woburn, Massachusetts	$11.6M	+$88.9K	3	3.15%	Increased
1781	AV Aspiring Ventures Cincinnati, Ohio	$11.6M	+$516K	3	2.83%	Increased
1782	Polar Asset Management Partners Toronto, Ontario, Canada	$11.6M	-$14.2M	4	0.19%	Reduced
1783	EWA Encompass Wealth Advisors Portland, Oregon	$11.6M	+$67.4K	3	3.54%	Increased
1784	PWA Primoris Wealth Advisors North Palm Beach, Florida	$11.6M	-$1.92M	2	5.29%	Reduced
1785	NS NBC Securities Birmingham, Alabama	$11.6M	-$141K	10	0.79%	Reduced
1786	HBWM Hollow Brook Wealth Management Katonah, New York	$11.6M	-$304K	2	2.3%	Reduced
1787	CWP CFM Wealth Partners Austin, Texas	$11.6M	-$281K	2	1.48%	Reduced
1788	AF Alerus Financial Grand Forks, North Dakota	$11.6M	+$1.7M	4	0.51%	Increased
1789	IP Indivisible Partners Clearwater, Florida	$11.5M	+$1.54M	4	0.65%	Increased
1790	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$11.5M	-$4.48M	1	0.42%	Reduced
1791	LFA Legacy Financial Advisors Covington, Kentucky	$11.5M	+$283K	3	1.41%	Increased
1792	NG Novem Group Rochester, New York	$11.5M	-$2.34M	4	1.17%	Reduced
1793	JWBC J.W. Burns & Co Dewitt, New York	$11.5M	+$19.8K	2	1.2%	Increased
1794	AFM Aspetuck Financial Management Westport, Connecticut	$11.5M	-$19.7K	2	6.76%	Reduced
1795	GL Governors Lane New York	$11.5M	-$4.82M	1	0.96%	Reduced
1796	PTP Platform Technology Partners New York	$11.5M	+$335K	4	1.88%	Increased
1797	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$11.5M	+$3.69M	4	0.77%	Increased
1798	MAM McLaughlin Asset Management Danville, Illinois	$11.4M	-$153K	3	7.88%	Reduced
1799	GDP Great Diamond Partners Portland, Maine	$11.4M	+$31K	4	1.97%	Increased
1800	TPA Trivium Point Advisory Westport, Connecticut	$11.4M	+$1.52M	4	1.04%	Increased