← 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
1876	OLA Oliver Luxxe Assets Gladstone, New Jersey	$10.3M	+$194K	1	1.51%	Increased
1877	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$10.2M	-$6.28M	2	1.56%	Reduced
1878	FDS Freedom Day Solutions Houston, Texas	$10.2M	-$720K	2	2.27%	Reduced
1879	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$10.2M	+$503K	2	0.71%	Increased
1880	FG Fiduciary Group Savannah, Georgia	$10.2M	+$261K	2	0.8%	Increased
1881	MYA Meiji Yasuda America New York	$10.2M	+$1.46M	1	1.71%	Increased
1882	SCM Shapiro Capital Management Atlanta, Georgia	$10.2M	-$5.73M	1	0.62%	Reduced
1883	EIM Emmett Investment Management New York	$10.2M	+$483K	1	7.15%	Increased
1884	HAM Harber Asset Management Asheville, North Carolina	$10.2M	-$6.44M	3	6.12%	Reduced
1885	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$10.2M	-$485K	5	2.02%	Reduced
1886	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$10.2M	+$982K	4	0.27%	Increased
1887	HH Hilltop Holdings Dallas, Texas	$10.2M	-$637K	4	0.79%	Reduced
1888	HCM Highview Capital Management Buffalo Grove, Illinois	$10.2M	+$473K	3	2.93%	Increased
1889	Aquatic Capital Management Chicago, Illinois	$10.1M	-$791K	8	0.35%	Reduced
1890	HA Heartland Advisors Milwaukee, Wisconsin	$10.1M	-$14.1M	3	0.45%	Reduced
1891	SAM Sycomore Asset Management Paris, France	$10.1M	$0	1	1.09%	Maintained
1892	EWM Elite Wealth Management Kirkland, Washington	$10.1M	+$403K	1	2.99%	Increased
1893	SHFA SS&H Financial Advisors Troy, Michigan	$10.1M	+$7.08M	1	2.58%	New
1894	LOPW Live Oak Private Wealth Wilmington, North Carolina	$10.1M	-$515K	2	1.26%	Reduced
1895	S Storgate Dallas, Texas	$10.1M	+$5.81M	8	2.09%	Increased
1896	CCM Cox Capital Management Andover, Massachusetts	$10.1M	+$9.55K	1	5.61%	Increased
1897	HR Hardy Reed Tupelo, Mississippi	$10.1M	-$324K	4	0.65%	Reduced
1898	KAS KPP Advisory Services Louisville, Kentucky	$10.1M	-$97.9K	3	1.27%	Reduced
1899	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$10.1M	-$316K	6	1.93%	Reduced
1900	CM Cercano Management Bellevue, Washington	$10.1M	-$16M	3	1.34%	Reduced