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
| 718 | -1 | -0.1% | $26.3B |
|
2
Lam Research
LRCX
$359B
| 506 | -21 | -4% | $11.2B |
|
3
KLA
KLAC
$233B
| 424 | -13 | -3% | $8.72B |
|
4
ASML
ASML
$634B
| 216 | -5 | -2% | $5.48B |
|
5
MKS Inc
MKSI
$15.9B
| 195 | +10 | +5% | $1.78B |
|
6
Advanced Energy
AEIS
$10.4B
| 175 | +11 | +7% | $1.01B |
|
7
DELISTED
Coherent Inc
COHR
| 166 | +11 | +7% | $1.49B |
|
|
CAJ
8
DELISTED
Canon, Inc.
CAJ
| 162 | +12 | +8% | $713M |
|
9
Enpro
NPO
$6.22B
| 157 | +3 | +2% | $1.48B |
|
10
Veeco
VECO
$2.8B
| 150 | -14 | -9% | $1.24B |
|
11
FormFactor
FORM
$9.35B
| 145 | +13 | +10% | $433M |
|
12
Ultra Clean Holdings
UCTT
$2.57B
| 104 | 0 | 0% | $168M |
|
13
Axcelis
ACLS
$3.66B
| 98 | +12 | +14% | $173M |
|
14
Onto Innovation
ONTO
$11.8B
| 94 | +5 | +6% | $343M |
|
15
Amtech Systems
ASYS
$245M
| 55 | +12 | +28% | $79.3M |
|
16
Nova
NVMI
$10.5B
| 40 | +3 | +8% | $95.8M |
|
17
Camtek
CAMT
$6.33B
| 23 | +5 | +28% | $2.63M |
|
18
CVD Equipment Corp
CVV
$27.2M
| 21 | +1 | +5% | $13.4M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|