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
| 672 | +31 | +5% | $19.5B |
|
2
Lam Research
LRCX
$359B
| 559 | +24 | +4% | $14.7B |
|
3
KLA
KLAC
$233B
| 394 | -20 | -5% | $10.1B |
|
4
DELISTED
Coherent Inc
COHR
| 217 | +38 | +21% | $2.09B |
|
5
MKS Inc
MKSI
$15.9B
| 207 | +22 | +12% | $2.03B |
|
6
Advanced Energy
AEIS
$10.4B
| 199 | +24 | +14% | $1.36B |
|
7
ASML
ASML
$634B
| 188 | -10 | -5% | $3.4B |
|
8
Enpro
NPO
$6.22B
| 166 | +10 | +6% | $1.2B |
|
9
Veeco
VECO
$2.8B
| 155 | 0 | 0% | $752M |
|
|
CAJ
10
DELISTED
Canon, Inc.
CAJ
| 144 | -1 | -0.7% | $527M |
|
11
FormFactor
FORM
$9.35B
| 122 | +1 | +0.8% | $403M |
|
12
Axcelis
ACLS
$3.66B
| 112 | 0 | 0% | $234M |
|
13
Onto Innovation
ONTO
$11.8B
| 105 | +6 | +6% | $321M |
|
14
Ultra Clean Holdings
UCTT
$2.57B
| 81 | -3 | -4% | $114M |
|
15
Amtech Systems
ASYS
$245M
| 42 | -2 | -5% | $46.5M |
|
16
Nova
NVMI
$10.5B
| 40 | 0 | 0% | $92M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 23 | -1 | -4% | $8.57M |
|
18
Camtek
CAMT
$6.33B
| 20 | -4 | -17% | $9.33M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|