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
| 652 | -19 | -3% | $14.7B |
|
2
Lam Research
LRCX
$359B
| 505 | +4 | +0.8% | $10.3B |
|
3
KLA
KLAC
$233B
| 369 | -25 | -6% | $7.18B |
|
4
MKS Inc
MKSI
$15.9B
| 203 | +4 | +2% | $1.79B |
|
5
ASML
ASML
$634B
| 191 | -14 | -7% | $3.25B |
|
6
Advanced Energy
AEIS
$10.4B
| 169 | -11 | -6% | $1.05B |
|
7
DELISTED
Coherent Inc
COHR
| 165 | -15 | -8% | $1.23B |
|
|
CAJ
8
DELISTED
Canon, Inc.
CAJ
| 148 | -1 | -0.7% | $518M |
|
9
Veeco
VECO
$2.8B
| 146 | -2 | -1% | $838M |
|
10
Enpro
NPO
$6.22B
| 141 | -11 | -7% | $861M |
|
11
Axcelis
ACLS
$3.66B
| 129 | +11 | +9% | $228M |
|
12
FormFactor
FORM
$9.35B
| 124 | -5 | -4% | $352M |
|
13
Ultra Clean Holdings
UCTT
$2.57B
| 103 | +14 | +16% | $131M |
|
14
Onto Innovation
ONTO
$11.8B
| 93 | -2 | -2% | $249M |
|
15
Amtech Systems
ASYS
$245M
| 44 | -6 | -12% | $34.1M |
|
16
Nova
NVMI
$10.5B
| 38 | -3 | -7% | $74M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 25 | +3 | +14% | $11M |
|
18
Camtek
CAMT
$6.33B
| 24 | +2 | +9% | $12.4M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|