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
| 608 | +39 | +7% | $18.6B |
|
2
KLA
KLAC
$233B
| 448 | +22 | +5% | $9.75B |
|
3
Lam Research
LRCX
$359B
| 446 | +38 | +9% | $8.28B |
|
4
ASML
ASML
$634B
| 218 | +5 | +2% | $6.27B |
|
5
Advanced Energy
AEIS
$10.4B
| 158 | +2 | +1% | $814M |
|
6
Veeco
VECO
$2.8B
| 157 | -8 | -5% | $1.28B |
|
7
Enpro
NPO
$6.22B
| 156 | -7 | -4% | $1.32B |
|
|
CAJ
8
DELISTED
Canon, Inc.
CAJ
| 149 | -8 | -5% | $570M |
|
9
MKS Inc
MKSI
$15.9B
| 146 | +4 | +3% | $1.57B |
|
10
DELISTED
Coherent Inc
COHR
| 139 | +8 | +6% | $1.73B |
|
11
Axcelis
ACLS
$3.66B
| 108 | +7 | +7% | $145M |
|
12
Ultra Clean Holdings
UCTT
$2.57B
| 107 | +24 | +29% | $199M |
|
13
FormFactor
FORM
$9.35B
| 99 | -14 | -12% | $281M |
|
14
Onto Innovation
ONTO
$11.8B
| 89 | -2 | -2% | $372M |
|
15
Amtech Systems
ASYS
$245M
| 40 | +3 | +8% | $19M |
|
16
Nova
NVMI
$10.5B
| 35 | +4 | +13% | $84.1M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 24 | 0 | 0% | $10.2M |
|
18
Camtek
CAMT
$6.33B
| 11 | +1 | +10% | $2.88M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|