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
| 811 | +78 | +11% | $26.8B |
|
2
Lam Research
LRCX
$359B
| 606 | +21 | +4% | $16.8B |
|
3
KLA
KLAC
$233B
| 440 | +43 | +11% | $9.69B |
|
4
MKS Inc
MKSI
$15.9B
| 249 | +39 | +19% | $2.76B |
|
5
DELISTED
Coherent Inc
COHR
| 242 | +22 | +10% | $2.54B |
|
6
Advanced Energy
AEIS
$10.4B
| 228 | +23 | +11% | $1.81B |
|
7
ASML
ASML
$634B
| 209 | +19 | +10% | $4.19B |
|
8
Enpro
NPO
$6.22B
| 154 | -6 | -4% | $1.15B |
|
9
Veeco
VECO
$2.8B
| 149 | +1 | +0.7% | $747M |
|
10
Onto Innovation
ONTO
$11.8B
| 142 | +17 | +14% | $463M |
|
11
FormFactor
FORM
$9.35B
| 134 | +10 | +8% | $699M |
|
|
CAJ
12
DELISTED
Canon, Inc.
CAJ
| 132 | -2 | -1% | $487M |
|
13
Ultra Clean Holdings
UCTT
$2.57B
| 90 | +3 | +3% | $161M |
|
14
Axcelis
ACLS
$3.66B
| 84 | -11 | -12% | $277M |
|
15
Amtech Systems
ASYS
$245M
| 43 | +2 | +5% | $34.5M |
|
16
Nova
NVMI
$10.5B
| 35 | +1 | +3% | $114M |
|
17
CVD Equipment Corp
CVV
$27.2M
| 26 | +1 | +4% | $8.73M |
|
18
Camtek
CAMT
$6.33B
| 24 | +4 | +20% | $15.3M |
|
19
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
20
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|
21
Ichor Holdings
ICHR
$1.79B
| – | – | – | – |
|