← 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
1976	WH Willner & Heller Encino, California	$9.07M	-$855K	3	5.68%	Reduced
1977	First Financial Bankshares Abilene, Texas	$9.06M	-$310K	3	0.17%	Reduced
1978	GCM Goldstream Capital Management Central, Hong Kong	$9.03M	-$4.9M	4	6.84%	Reduced
1979	First Commonwealth Financial Corp Indiana, Pennsylvania	$9.02M	+$194K	3	1.26%	Increased
1980	IFS Ifrah Financial Services Little Rock, Arkansas	$9.01M	-$76.5K	3	2.2%	Reduced
1981	Cooper Financial Group Irvine, California	$9M	+$694K	5	0.75%	Increased
1982	RGC Roberts, Glore & Co Deerfield, Illinois	$8.99M	-$408K	4	2.22%	Reduced
1983	Slow Capital Greenbrae, California	$8.99M	-$462K	2	1.05%	Reduced
1984	IC IKE Capital New York	$8.97M	-$272K	2	4.72%	Reduced
1985	LCM Leisure Capital Management Costa Mesa, California	$8.97M	-$70.5K	2	2.8%	Reduced
1986	CPRC Consolidated Portfolio Review Corp Woodbury, New York	$8.96M	$0	1	0.75%	Maintained
1987	TC TownSquare Capital Provo, Utah	$8.96M	-$241K	4	1.65%	Reduced
1988	BCM Brasada Capital Management Houston, Texas	$8.91M	+$4.53M	1	1.6%	Increased
1989	SWM Shelton Wealth Management Fort Worth, Texas	$8.89M	-$1.94M	4	3.49%	Reduced
1990	Clifford Swan Investment Counsel Pasadena, California	$8.87M	-$28.5K	4	0.28%	Reduced
1991	Optas LLC Austin, Texas	$8.87M	-$95.7K	5	1.24%	Reduced
1992	FPWM FSB Premier Wealth Management Waterloo, Iowa	$8.86M	-$370K	3	2.5%	Reduced
1993	FPW Fairvoy Private Wealth Birmingham, Alabama	$8.85M	+$388K	4	1.79%	Increased
1994	DWM Ducere Wealth Management Newport Beach, California	$8.84M	+$509K	4	2.66%	Increased
1995	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$8.82M	+$5.24M	4	1.24%	Increased
1996	BCM Beck Capital Management Austin, Texas	$8.81M	+$760K	4	1.62%	Increased
1997	CMI Clare Market Investments Dallas, Texas	$8.81M	+$1.97M	2	1.61%	Increased
1998	TPI Trust Point Inc La Crosse, Wisconsin	$8.8M	-$1.83M	6	0.75%	Reduced
1999	LC LCNB Corp Lebanon, Ohio	$8.78M	-$335K	2	2.69%	Reduced
2000	Campbell & Co Investment Adviser Baltimore, Maryland	$8.77M	+$3.67M	6	0.46%	Increased