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
| 940 | +31 | +3% | $35.6B |
|
2
Lam Research
LRCX
$343B
| 739 | +70 | +10% | $21.8B |
|
3
KLA
KLAC
$226B
| 538 | +15 | +3% | $13B |
|
4
DELISTED
Coherent Inc
COHR
| 352 | +47 | +15% | $5.04B |
|
5
MKS Inc
MKSI
$15.3B
| 315 | +31 | +11% | $3.53B |
|
6
Advanced Energy
AEIS
$9.8B
| 302 | +15 | +5% | $2.42B |
|
7
ASML
ASML
$633B
| 230 | +3 | +1% | $9.05B |
|
8
Veeco
VECO
$2.72B
| 194 | +26 | +15% | $1.3B |
|
9
Onto Innovation
ONTO
$11.1B
| 173 | +14 | +9% | $529M |
|
10
Enpro
NPO
$5.86B
| 158 | -5 | -3% | $1.45B |
|
11
FormFactor
FORM
$8.75B
| 149 | +18 | +14% | $794M |
|
12
Ultra Clean Holdings
UCTT
$2.47B
| 138 | +4 | +3% | $487M |
|
|
CAJ
13
DELISTED
Canon, Inc.
CAJ
| 135 | -3 | -2% | $446M |
|
14
Axcelis
ACLS
$3.52B
| 130 | +28 | +27% | $504M |
|
15
Ichor Holdings
ICHR
$1.73B
| 90 | +25 | +38% | $425M |
|
16
Nova
NVMI
$10.4B
| 82 | +27 | +49% | $251M |
|
17
Amtech Systems
ASYS
$231M
| 50 | +8 | +19% | $60.7M |
|
18
Camtek
CAMT
$5.99B
| 36 | +6 | +20% | $31.2M |
|
19
CVD Equipment Corp
CVV
$27.1M
| 23 | 0 | 0% | $13.4M |
|
20
ACM Research
ACMR
$3.93B
| – | – | – | – |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$401M
| – | – | – | – |
|