← 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
1826	PCG Prosperity Consulting Group Owings Mills, Maryland	$11M	+$1.62M	5	0.42%	Increased
1827	RPC Rossmore Private Capital Glastonbury, Connecticut	$11M	-$55.7K	2	0.89%	Reduced
1828	NWA Navis Wealth Advisors Rye Brook, New York	$11M	-$1.75M	2	4.16%	Reduced
1829	PAMS Pinpoint Asset Management (Singapore) Singapore,	$11M	+$5.03M	7	2.22%	Increased
1830	Leonteq Securities AG Zurich, Switzerland	$11M	-$5.29M	9	0.38%	Reduced
1831	DI Decision Investments San Diego, California	$10.9M	+$188K	2	9.96%	Increased
1832	WIM Weitz Investment Management Omaha, Nebraska	$10.9M	$0	1	0.76%	Maintained
1833	CFM Compass Financial Management Tampa, Florida	$10.9M	+$9.19M	5	1.32%	New
1834	AIC Argus Investors Counsel New York	$10.9M	-$214K	3	8.41%	Reduced
1835	BCM Buckhead Capital Management Atlanta, Georgia	$10.9M	-$148K	2	3.73%	Reduced
1836	DCM Dilation Capital Management New York	$10.9M	-$135K	1	4.39%	Reduced
1837	WIM Westside Investment Management Santa Monica, California	$10.9M	-$1.28K	7	1.43%	Reduced
1838	3CP 3G Capital Partners New York	$10.8M	-$9.23M	1	2.91%	Reduced
1839	VEA Virtus ETF Advisers New York	$10.8M	+$3.14M	8	4.16%	Increased
1840	FAM Fulcrum Asset Management London, United Kingdom	$10.8M	-$4.19M	8	1.08%	Reduced
1841	KP Keel Point Huntsville, Alabama	$10.8M	+$161K	6	0.64%	Increased
1842	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$10.8M	+$431K	3	5.11%	Increased
1843	GP Guardian Partners Toronto, Canada	$10.8M	-$54.5K	4	0.97%	Reduced
1844	FPCP Fort Point Capital Partners San Francisco, California	$10.7M	-$62.5K	2	0.75%	Reduced
1845	EIM Essex Investment Management Boston, Massachusetts	$10.7M	-$29.7K	6	1.4%	Reduced
1846	AC Arjuna Capital Durham, North Carolina	$10.7M	+$2.11M	2	2.41%	Increased
1847	SA Sovran Advisors San Diego, California	$10.7M	-$147K	4	0.8%	Reduced
1848	PCS Personal CFO Solutions Chester, New Jersey	$10.6M	-$318K	5	1.54%	Reduced
1849	OIC Orion Investment Company St. Louis, Missouri	$10.6M	-$52.5K	1	3.1%	Reduced
1850	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$10.6M	-$56.7K	3	4.97%	Reduced