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 |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|
1
Applied Materials
AMAT
$354B
| 579 | +579 | – | $14.9B |
|
2
KLA
KLAC
$233B
| 423 | +423 | – | $8.38B |
|
3
Lam Research
LRCX
$359B
| 384 | +384 | – | $9.28B |
|
4
ASML
ASML
$634B
| 212 | +212 | – | $6.16B |
|
5
Veeco
VECO
$2.8B
| 173 | +173 | – | $1.51B |
|
|
CAJ
6
DELISTED
Canon, Inc.
CAJ
| 165 | +165 | – | $657M |
|
7
Advanced Energy
AEIS
$10.4B
| 158 | +158 | – | $624M |
|
8
Enpro
NPO
$6.22B
| 153 | +153 | – | $1.13B |
|
9
MKS Inc
MKSI
$15.9B
| 147 | +147 | – | $1.39B |
|
10
DELISTED
Coherent Inc
COHR
| 131 | +131 | – | $1.2B |
|
11
FormFactor
FORM
$9.35B
| 110 | +110 | – | $302M |
|
12
Onto Innovation
ONTO
$11.8B
| 93 | +93 | – | $277M |
|
13
Axcelis
ACLS
$3.66B
| 92 | +92 | – | $104M |
|
14
Ultra Clean Holdings
UCTT
$2.57B
| 84 | +84 | – | $114M |
|
15
Amtech Systems
ASYS
$245M
| 34 | +34 | – | $16.7M |
|
16
Nova
NVMI
$10.5B
| 31 | +31 | – | $102M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 20 | +20 | – | $3.03M |
|
18
Camtek
CAMT
$6.33B
| 10 | +10 | – | $2.6M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|