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 | 0 | 0% | $22.7B |
|
2
KLA
KLAC
$233B
| 451 | +3 | +0.7% | $10.9B |
|
3
Lam Research
LRCX
$359B
| 425 | -21 | -5% | $8.5B |
|
4
ASML
ASML
$634B
| 207 | -11 | -5% | $5.95B |
|
5
Veeco
VECO
$2.8B
| 179 | +22 | +14% | $1.78B |
|
6
Enpro
NPO
$6.22B
| 165 | +9 | +6% | $1.73B |
|
7
Advanced Energy
AEIS
$10.4B
| 162 | +4 | +3% | $924M |
|
8
MKS Inc
MKSI
$15.9B
| 151 | +5 | +3% | $1.6B |
|
9
DELISTED
Coherent Inc
COHR
| 144 | +5 | +4% | $1.53B |
|
|
CAJ
10
DELISTED
Canon, Inc.
CAJ
| 138 | -11 | -7% | $564M |
|
11
Ultra Clean Holdings
UCTT
$2.57B
| 121 | +14 | +13% | $307M |
|
12
FormFactor
FORM
$9.35B
| 104 | +5 | +5% | $309M |
|
13
Axcelis
ACLS
$3.66B
| 99 | -9 | -8% | $136M |
|
14
Onto Innovation
ONTO
$11.8B
| 90 | +1 | +1% | $356M |
|
15
Amtech Systems
ASYS
$245M
| 40 | 0 | 0% | $43.8M |
|
16
Nova
NVMI
$10.5B
| 33 | -2 | -6% | $81.5M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 23 | -1 | -4% | $12.8M |
|
18
Camtek
CAMT
$6.33B
| 12 | +1 | +9% | $3.08M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|