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
| 909 | +62 | +7% | $33.9B |
|
2
Lam Research
LRCX
$359B
| 669 | +19 | +3% | $21B |
|
3
KLA
KLAC
$233B
| 523 | +23 | +5% | $13.7B |
|
4
DELISTED
Coherent Inc
COHR
| 305 | +35 | +13% | $4.75B |
|
5
Advanced Energy
AEIS
$10.4B
| 287 | +26 | +10% | $2.58B |
|
6
MKS Inc
MKSI
$15.9B
| 284 | +14 | +5% | $3.69B |
|
7
ASML
ASML
$634B
| 227 | -4 | -2% | $9.4B |
|
8
Veeco
VECO
$2.8B
| 168 | +2 | +1% | $1.24B |
|
9
Enpro
NPO
$6.22B
| 163 | +3 | +2% | $1.45B |
|
10
Onto Innovation
ONTO
$11.8B
| 159 | +3 | +2% | $614M |
|
|
CAJ
11
DELISTED
Canon, Inc.
CAJ
| 138 | +7 | +5% | $473M |
|
12
Ultra Clean Holdings
UCTT
$2.57B
| 134 | +20 | +18% | $460M |
|
13
FormFactor
FORM
$9.35B
| 131 | +2 | +2% | $757M |
|
14
Axcelis
ACLS
$3.66B
| 102 | +13 | +15% | $431M |
|
15
Ichor Holdings
ICHR
$1.79B
| 65 | +31 | +91% | $429M |
|
16
Nova
NVMI
$10.5B
| 55 | +16 | +41% | $199M |
|
17
Amtech Systems
ASYS
$245M
| 42 | +2 | +5% | $37.7M |
|
18
Camtek
CAMT
$6.33B
| 30 | +7 | +30% | $22.2M |
|
19
CVD Equipment Corp
CVV
$27.2M
| 23 | -2 | -8% | $11.8M |
|
20
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|