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
$342B
| 733 | +61 | +9% | $21.6B |
|
2
Lam Research
LRCX
$343B
| 585 | +26 | +5% | $15.5B |
|
3
KLA
KLAC
$226B
| 397 | +3 | +0.8% | $10.3B |
|
4
DELISTED
Coherent Inc
COHR
| 220 | +3 | +1% | $2.1B |
|
5
MKS Inc
MKSI
$15.3B
| 210 | +3 | +1% | $2.38B |
|
6
Advanced Energy
AEIS
$9.8B
| 205 | +6 | +3% | $1.46B |
|
7
ASML
ASML
$633B
| 190 | +2 | +1% | $3.58B |
|
8
Enpro
NPO
$5.86B
| 160 | -6 | -4% | $912M |
|
9
Veeco
VECO
$2.72B
| 148 | -7 | -5% | $640M |
|
|
CAJ
10
DELISTED
Canon, Inc.
CAJ
| 134 | -10 | -7% | $493M |
|
11
Onto Innovation
ONTO
$11.1B
| 125 | +20 | +19% | $424M |
|
12
FormFactor
FORM
$8.75B
| 124 | +2 | +2% | $569M |
|
13
Axcelis
ACLS
$3.52B
| 95 | -17 | -15% | $211M |
|
14
Ultra Clean Holdings
UCTT
$2.47B
| 87 | +6 | +7% | $123M |
|
15
Amtech Systems
ASYS
$231M
| 41 | -1 | -2% | $41.5M |
|
16
Nova
NVMI
$10.4B
| 34 | -6 | -15% | $104M |
|
17
CVD Equipment Corp
CVV
$27.1M
| 25 | +2 | +9% | $8.98M |
|
18
Camtek
CAMT
$5.99B
| 20 | 0 | 0% | $10.2M |
|
19
ACM Research
ACMR
$3.94B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$401M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.73B
| – | – | – | – |
|