← 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
1901	HBK Sorce Advisory Erie, Pennsylvania	$10.1M	+$99.3K	5	0.19%	Increased
1902	OTL Oak Thistle LLC New York	$10M	-$15.9M	3	0.97%	Reduced
1903	UBV United Bank (Virginia) Vienna, Virginia	$10M	-$250K	2	1.18%	Reduced
1904	TCCM Timber Creek Capital Management Boston, Massachusetts	$9.98M	+$277K	2	2.04%	Increased
1905	FSCM First Sabrepoint Capital Management Dallas, Texas	$9.98M	-$12.8M	1	3.28%	Reduced
1906	VAS Valicenti Advisory Services Elmira, New York	$9.97M	+$202K	2	1.88%	Increased
1907	BRG Bay Rivers Group Williamsburg, Virginia	$9.96M	-$294K	1	3.4%	Reduced
1908	JFA JNBA Financial Advisors Bloomington, Minnesota	$9.95M	-$86.8K	6	0.75%	Reduced
1909	GIM Groesbeck Investment Management Paramus, New Jersey	$9.95M	-$549K	2	15.85%	Reduced
1910	PWP Principle Wealth Partners Madison, Connecticut	$9.94M	+$61K	4	0.49%	Increased
1911	OF Outfitter Financial Brunswick, Maine	$9.94M	-$380K	1	6.97%	Reduced
1912	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$9.93M	-$71.6K	15	0.68%	Reduced
1913	VCM Virtue Capital Management Brentwood, Tennessee	$9.92M	+$2.01M	5	1.32%	Increased
1914	ACM Ayrshire Capital Management Westport, Connecticut	$9.9M	-$2.37M	1	4.64%	Reduced
1915	AAM Augustine Asset Management Jacksonville, Florida	$9.9M	+$229K	3	2%	Increased
1916	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$9.89M	-$1.14M	4	1.11%	Reduced
1917	RCA Runnymede Capital Advisors Dublin, Ohio	$9.86M	$0	1	5.87%	Maintained
1918	CMT Capital Markets Trading Frankfurt, Germany	$9.86M	+$1.97M	4	0.08%	Increased
1919	TFA Transamerica Financial Advisors St. Petersburg, Florida	$9.85M	+$461K	11	0.83%	Increased
1920	ALPS Advisors Denver, Colorado	$9.85M	+$1.76M	3	0.05%	Increased
1921	KCM Kathmere Capital Management Wayne, Pennsylvania	$9.84M	+$1.18M	4	0.52%	Increased
1922	OC Oakworth Capital Birmingham, Alabama	$9.83M	$0	6	0.47%	Maintained
1923	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$9.81M	+$2.13K	1	2.57%	Increased
1924	AAMA Advanced Asset Management Advisors Dublin, Ohio	$9.8M	-$8.65M	1	2.58%	Reduced
1925	MWM MOKAN Wealth Management Overland Park, Kansas	$9.8M	-$138K	3	3.74%	Reduced