← 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
1851	AC AXQ Capital Jersey City, New Jersey	$10.6M	-$40.5K	5	1.15%	Reduced
1852	GWM Graybill Wealth Management Elmhurst, Illinois	$10.6M	-$103K	2	2.85%	Reduced
1853	CPC Consolidated Planning Corp Atlanta, Georgia	$10.5M	+$239K	2	1.42%	Increased
1854	JIC Joel Isaacson & Co New York	$10.5M	+$122K	4	0.3%	Increased
1855	CCM Crew Capital Management Cincinnati, Ohio	$10.4M	-$543K	4	5.71%	Reduced
1856	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$10.4M	-$559K	3	1.06%	Reduced
1857	LA LVW Advisors Pittsford, New York	$10.4M	+$612K	4	0.9%	Increased
1858	WesBanco Bank Wheeling, West Virginia	$10.4M	+$312K	5	0.26%	Increased
1859	FRA Front Row Advisors Tiburon, California	$10.4M	-$773K	5	3.01%	Reduced
1860	TPW Talon Private Wealth The Villages, Florida	$10.4M	-$868K	2	1.22%	Reduced
1861	MKA M. Kulyk & Associates Decatur, Georgia	$10.4M	+$5.45M	3	1.7%	Increased
1862	NME Notis-McConarty Edward	$10.4M	+$66.9K	1	4.49%	Increased
1863	RFN RDA Financial Network Akron, Iowa	$10.4M	+$4.79M	3	2.26%	Increased
1864	DSC Duncker Streett & Co St. Louis, Missouri	$10.4M	+$321K	3	1.76%	Increased
1865	TC Tenere Capital New York	$10.4M	-$13.1M	2	8.23%	Reduced
1866	FFA Fortune Financial Advisors Overland Park, Kansas	$10.3M	-$933K	3	4.42%	Reduced
1867	RiverFront Investment Group Richmond, Virginia	$10.3M	+$4.33M	4	0.14%	Increased
1868	QC Quent Capital New York	$10.3M	+$252K	7	0.63%	Increased
1869	MCP Martin Capital Partners Eugene, Oregon	$10.3M	-$2.19M	1	3.79%	Reduced
1870	MAM MWA Asset Management Lexington, Massachusetts	$10.3M	-$1.1M	2	4.66%	Reduced
1871	BSAM Blue Square Asset Management New York	$10.3M	+$152K	3	4.17%	Increased
1872	VCP Verus Capital Partners Scottsdale, Arizona	$10.3M	+$646K	4	0.56%	Increased
1873	RIA Regal Investment Advisors Kentwood, Michigan	$10.3M	-$76.7K	4	0.53%	Reduced
1874	PFA Pathway Financial Advisers Auburn, Indiana	$10.3M	+$13.2K	3	2.59%	Increased
1875	IIL Insight Inv LLC El Segundo, California	$10.3M	+$961	2	4.83%	Increased