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
| 671 | -47 | -7% | $19.9B |
|
2
Lam Research
LRCX
$359B
| 501 | -5 | -1% | $12.9B |
|
3
KLA
KLAC
$233B
| 394 | -30 | -7% | $8.16B |
|
4
ASML
ASML
$634B
| 205 | -11 | -5% | $4.87B |
|
5
MKS Inc
MKSI
$15.9B
| 199 | +4 | +2% | $2.01B |
|
6
Advanced Energy
AEIS
$10.4B
| 180 | +5 | +3% | $1.08B |
|
7
DELISTED
Coherent Inc
COHR
| 180 | +14 | +8% | $1.47B |
|
8
Enpro
NPO
$6.22B
| 152 | -5 | -3% | $1.19B |
|
|
CAJ
9
DELISTED
Canon, Inc.
CAJ
| 149 | -13 | -8% | $591M |
|
10
Veeco
VECO
$2.8B
| 148 | -2 | -1% | $1.17B |
|
11
FormFactor
FORM
$9.35B
| 129 | -16 | -11% | $473M |
|
12
Axcelis
ACLS
$3.66B
| 118 | +20 | +20% | $230M |
|
13
Onto Innovation
ONTO
$11.8B
| 95 | +1 | +1% | $329M |
|
14
Ultra Clean Holdings
UCTT
$2.57B
| 89 | -15 | -14% | $141M |
|
15
Amtech Systems
ASYS
$245M
| 50 | -5 | -9% | $82.7M |
|
16
Nova
NVMI
$10.5B
| 41 | +1 | +3% | $99M |
|
17
Camtek
CAMT
$6.33B
| 22 | -1 | -4% | $12.7M |
|
18
CVD Equipment Corp
CVV
$27.2M
| 22 | +1 | +5% | $11.2M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|