← 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
1801	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$11.4M	+$1.54M	3	4.02%	Increased
1802	DO denkapparat Operations Berlin, Germany	$11.4M	-$1.37M	5	3.71%	Reduced
1803	Klingman & Associates New York	$11.4M	+$231K	4	0.48%	Increased
1804	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$11.3M	+$58.2K	5	0.7%	Increased
1805	Meitav Investment House Bene-Beraq, Israel	$11.3M	-$299M	3	0.08%	Reduced
1806	CIP Castlefield Investment Partners Manchester,	$11.3M	+$220K	1	7.69%	Increased
1807	SP Saranac Partners London,	$11.3M	-$365K	2	3.3%	Reduced
1808	UCMOK United Capital Management of KS Salina, Kansas	$11.3M	+$8.23M	1	1.48%	Increased
1809	HIM Herald Investment Management London, United Kingdom	$11.3M	-$12.4M	2	1.53%	Reduced
1810	ISWM Independent Solutions Wealth Management Williamsville, New York	$11.3M	+$3.18M	4	1.47%	Increased
1811	PPWP Premier Path Wealth Partners Madison, New Jersey	$11.2M	+$843K	4	1.29%	Increased
1812	CB Community Bank Dewitt, New York	$11.2M	-$570K	2	1.21%	Reduced
1813	AT Avenir Tech Hong Kong	$11.2M	+$7.78M	3	1.66%	Increased
1814	DAM Deepwater Asset Management Minneapolis, Minnesota	$11.2M	-$5.29M	2	5.07%	Reduced
1815	HW HORAN Wealth Cincinnati, Ohio	$11.1M	+$607K	4	1.39%	Increased
1816	EMB Elefante Mark B	$11.1M	+$404K	2	4.8%	Increased
1817	SJL Shayne & Jacobs LLC Nashville, Tennessee	$11.1M	-$2.31M	1	3.3%	Reduced
1818	NCM Noesis Capital Mangement Boca Raton, Florida	$11.1M	-$292K	2	1.34%	Reduced
1819	TIP Torray Investment Partners Bethesda, Maryland	$11.1M	-$1.42M	1	1.5%	Reduced
1820	PAM Peak Asset Management Louisville, Colorado	$11.1M	+$1.62M	1	1.63%	Increased
1821	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$11.1M	-$2.78M	3	5.48%	Reduced
1822	BWP BSW Wealth Partners Boulder, Colorado	$11.1M	-$207K	4	1.23%	Reduced
1823	AIM Advyzon Investment Management Lisle, Illinois	$11M	+$2.07M	4	0.8%	Increased
1824	XF XML Financial Bethesda, Maryland	$11M	-$578K	3	0.8%	Reduced
1825	WCM Windward Capital Management Los Angeles, California	$11M	-$89.1K	1	0.83%	Reduced