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
| 719 | +64 | +10% | $28.8B |
|
2
Lam Research
LRCX
$359B
| 527 | +61 | +13% | $12.5B |
|
3
KLA
KLAC
$233B
| 437 | +2 | +0.5% | $11B |
|
4
ASML
ASML
$634B
| 221 | +17 | +8% | $6.21B |
|
5
MKS Inc
MKSI
$15.9B
| 185 | +22 | +13% | $1.93B |
|
6
Advanced Energy
AEIS
$10.4B
| 164 | -3 | -2% | $922M |
|
7
Veeco
VECO
$2.8B
| 164 | -3 | -2% | $1.48B |
|
8
DELISTED
Coherent Inc
COHR
| 155 | +6 | +4% | $1.39B |
|
9
Enpro
NPO
$6.22B
| 154 | -9 | -6% | $1.47B |
|
|
CAJ
10
DELISTED
Canon, Inc.
CAJ
| 150 | +3 | +2% | $598M |
|
11
FormFactor
FORM
$9.35B
| 132 | +16 | +14% | $424M |
|
12
Ultra Clean Holdings
UCTT
$2.57B
| 104 | -9 | -8% | $209M |
|
13
Onto Innovation
ONTO
$11.8B
| 89 | -5 | -5% | $355M |
|
14
Axcelis
ACLS
$3.66B
| 86 | -2 | -2% | $185M |
|
15
Amtech Systems
ASYS
$245M
| 43 | -3 | -7% | $54M |
|
16
Nova
NVMI
$10.5B
| 37 | +4 | +12% | $91.7M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 20 | +1 | +5% | $12.5M |
|
18
Camtek
CAMT
$6.33B
| 18 | 0 | 0% | $2.38M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|