Mega Cap
Semiconductor Equipment & Materials
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
ASML
ASML
$670B
| $670B | $1,744.16 | 0.23% |
|
2
Lam Research
LRCX
$394B
| $394B | $314.66 | 1.45% |
|
3
Applied Materials
AMAT
$381B
| $381B | $480.04 | 0.86% |
|
4
KLA
KLAC
$240B
| $240B | $183.34 | 0.97% |
|
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 $1.68T.
The largest by market cap are ASML (ASML) at $670B, Lam Research (LRCX) at $394B and Applied Materials (AMAT) at $381B.
Among institutional investors, Applied Materials (AMAT) drew the most net new fund positions in Q2 2026: 708 funds opened new positions, taking total fund holders up 548 (19%) quarter-over-quarter.
- Combined market cap: $1.68T across 4 stocks.
- Mega Cap: market cap over $200B.
- Largest constituent: ASML (ASML), $670B market cap.
- Most net new fund positions in Q2 2026: Applied Materials (AMAT), +548 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.