← 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
1926	PDL Portfolio Design Labs Encino, California	$9.79M	-$234K	4	1.6%	Reduced
1927	Avantax Planning Partners Dubuque, Iowa	$9.78M	-$1.03M	3	0.24%	Reduced
1928	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$9.77M	-$107K	10	1.09%	Reduced
1929	MNBTD Moody National Bank Trust Division Galveston, Texas	$9.74M	-$3.19M	5	0.81%	Reduced
1930	WTA Washington Trust Advisors Wellesley, Massachusetts	$9.72M	-$183K	4	0.72%	Reduced
1931	RMC Resources Management Corp West Hartford, Connecticut	$9.72M	-$1.01M	1	1.23%	Reduced
1932	PFT Providence First Trust Scottsdale, Arizona	$9.71M	+$1.78M	3	2.72%	Increased
1933	AlTi Global New York	$9.71M	-$2.96M	4	0.2%	Reduced
1934	Hennessy Advisors Inc Novato, California	$9.7M	+$6.45M	3	0.31%	New
1935	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$9.68M	-$391K	3	2.49%	Reduced
1936	TA Tectonic Advisors Frisco, Texas	$9.68M	-$3M	3	0.47%	Reduced
1937	AIA AssuredPartners Investment Advisors Tampa, Florida	$9.66M	-$2.09M	4	0.93%	Reduced
1938	BWA Basecamp Wealth Advisors Bellevue, Washington	$9.64M	+$70.5K	12	1.79%	Increased
1939	JWM Jackson Wealth Management Lake Mary, Florida	$9.62M	-$67.2M	3	5.66%	Reduced
1940	BFA Beaumont Financial Advisors Needham, Massachusetts	$9.61M	+$265K	4	0.61%	Increased
1941	MCM Mainstay Capital Management Grand Blanc, Michigan	$9.59M	-$3.29M	2	0.71%	Reduced
1942	BWP Balboa Wealth Partners Scottsdale, Arizona	$9.58M	-$312K	4	1.3%	Reduced
1943	MJPCFAI Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey	$9.57M	+$41.3K	4	5.45%	Increased
1944	ODFS O'Donnell Financial Services San Rafael, California	$9.55M	-$189K	2	2.81%	Reduced
1945	HCCM Hudson Canyon Capital Management New York	$9.55M	-$206K	1	5.11%	Reduced
1946	SL Salomon & Ludwin Richmond, Virginia	$9.53M	-$115K	14	0.78%	Reduced
1947	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$9.52M	-$2.68M	1	2.36%	Reduced
1948	MAWA Moss Adams Wealth Advisors Seattle, Washington	$9.5M	+$321K	5	0.59%	Increased
1949	SIC Sigma Investment Counselors Northville, Michigan	$9.5M	-$610K	1	0.46%	Reduced
1950	NED Nancy E. Dempze	$9.44M	+$209K	1	4.52%	Increased