Mega Cap
Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
ASML
ASML
$633B
| $633B | $1,641.52 | 0.96% |
|
2
Lam Research
LRCX
$330B
| $330B | $263.94 | 4.87% |
|
3
Applied Materials
AMAT
$325B
| $325B | $409.29 | 4.82% |
|
4
KLA
KLAC
$216B
| $216B | $165.74 | 5% |
|
Mega Cap Semiconductor Equipment & Materials Stocks at a Glance
Semiconductor equipment and materials companies supply the tools and inputs used to fabricate chips. Sales follow chipmakers' capacity spending, concentrating the industry's cyclicality — but rising process complexity keeps expanding the equipment needed per wafer.
There are 4 mega cap Semiconductor Equipment & Materials stocks — companies in the Semiconductor Equipment & Materials industry with a market cap over $200B — worth a combined $1.5T.
The largest by market cap are ASML (ASML) at $633B, Lam Research (LRCX) at $330B and Applied Materials (AMAT) at $325B.
Among institutional investors, Applied Materials (AMAT) drew the most net new fund positions in Q2 2026: 713 funds opened new positions, taking total fund holders up 565 (19%) quarter-over-quarter.
- Combined market cap: $1.5T across 4 stocks.
- Mega Cap: market cap over $200B.
- Largest constituent: ASML (ASML), $633B market cap.
- Most net new fund positions in Q2 2026: Applied Materials (AMAT), +565 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.