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
| 650 | +42 | +7% | $25.6B |
|
2
Lam Research
LRCX
$359B
| 456 | +31 | +7% | $10.7B |
|
3
KLA
KLAC
$233B
| 442 | -9 | -2% | $11.2B |
|
4
ASML
ASML
$634B
| 193 | -14 | -7% | $5.65B |
|
5
Veeco
VECO
$2.8B
| 174 | -5 | -3% | $1.61B |
|
6
Enpro
NPO
$6.22B
| 173 | +8 | +5% | $1.78B |
|
7
Advanced Energy
AEIS
$10.4B
| 159 | -3 | -2% | $707M |
|
8
MKS Inc
MKSI
$15.9B
| 157 | +6 | +4% | $1.72B |
|
|
CAJ
9
DELISTED
Canon, Inc.
CAJ
| 146 | +8 | +6% | $565M |
|
10
DELISTED
Coherent Inc
COHR
| 145 | +1 | +0.7% | $1.58B |
|
11
FormFactor
FORM
$9.35B
| 117 | +13 | +13% | $405M |
|
12
Ultra Clean Holdings
UCTT
$2.57B
| 116 | -5 | -4% | $206M |
|
13
Axcelis
ACLS
$3.66B
| 94 | -5 | -5% | $135M |
|
14
Onto Innovation
ONTO
$11.8B
| 92 | +2 | +2% | $379M |
|
15
Amtech Systems
ASYS
$245M
| 45 | +5 | +13% | $46.8M |
|
16
Nova
NVMI
$10.5B
| 36 | +3 | +9% | $81.3M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 23 | 0 | 0% | $10.3M |
|
18
Camtek
CAMT
$6.33B
| 16 | +4 | +33% | $2.64M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|