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
| 641 | -11 | -2% | $17.9B |
|
2
Lam Research
LRCX
$359B
| 535 | +30 | +6% | $13.6B |
|
3
KLA
KLAC
$233B
| 414 | +45 | +12% | $9.66B |
|
4
ASML
ASML
$634B
| 198 | +7 | +4% | $2.97B |
|
5
MKS Inc
MKSI
$15.9B
| 185 | -18 | -9% | $1.9B |
|
6
DELISTED
Coherent Inc
COHR
| 179 | +14 | +8% | $1.45B |
|
7
Advanced Energy
AEIS
$10.4B
| 175 | +6 | +4% | $1.1B |
|
8
Enpro
NPO
$6.22B
| 156 | +15 | +11% | $927M |
|
9
Veeco
VECO
$2.8B
| 155 | +9 | +6% | $787M |
|
|
CAJ
10
DELISTED
Canon, Inc.
CAJ
| 145 | -3 | -2% | $511M |
|
11
FormFactor
FORM
$9.35B
| 121 | -3 | -2% | $471M |
|
12
Axcelis
ACLS
$3.66B
| 112 | -17 | -13% | $214M |
|
13
Onto Innovation
ONTO
$11.8B
| 99 | +6 | +6% | $306M |
|
14
Ultra Clean Holdings
UCTT
$2.57B
| 84 | -19 | -18% | $112M |
|
15
Amtech Systems
ASYS
$245M
| 44 | 0 | 0% | $45.4M |
|
16
Nova
NVMI
$10.5B
| 40 | +2 | +5% | $75.7M |
|
17
Camtek
CAMT
$6.33B
| 24 | 0 | 0% | $10.2M |
|
18
CVD Equipment Corp
CVV
$27.2M
| 24 | -1 | -4% | $10.2M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|