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
| 1,020 | +80 | +9% | $44.8B |
|
2
Lam Research
LRCX
$359B
| 755 | +16 | +2% | $28.4B |
|
3
KLA
KLAC
$233B
| 530 | -8 | -1% | $15.2B |
|
4
DELISTED
Coherent Inc
COHR
| 355 | +3 | +0.9% | $5.77B |
|
5
MKS Inc
MKSI
$15.9B
| 342 | +27 | +9% | $4.95B |
|
6
Advanced Energy
AEIS
$10.4B
| 312 | +10 | +3% | $3.08B |
|
7
ASML
ASML
$634B
| 259 | +29 | +13% | $12.3B |
|
8
Veeco
VECO
$2.8B
| 172 | -22 | -11% | $1.02B |
|
9
Enpro
NPO
$6.22B
| 168 | +10 | +6% | $1.62B |
|
10
FormFactor
FORM
$9.35B
| 161 | +12 | +8% | $1.06B |
|
11
Ultra Clean Holdings
UCTT
$2.57B
| 160 | +22 | +16% | $776M |
|
12
Onto Innovation
ONTO
$11.8B
| 154 | -19 | -11% | $619M |
|
13
Axcelis
ACLS
$3.66B
| 149 | +19 | +15% | $686M |
|
|
CAJ
14
DELISTED
Canon, Inc.
CAJ
| 131 | -4 | -3% | $477M |
|
15
Ichor Holdings
ICHR
$1.79B
| 112 | +22 | +24% | $521M |
|
16
Nova
NVMI
$10.5B
| 86 | +4 | +5% | $337M |
|
17
Amtech Systems
ASYS
$245M
| 64 | +14 | +28% | $105M |
|
18
Camtek
CAMT
$6.33B
| 35 | -1 | -3% | $31.4M |
|
19
CVD Equipment Corp
CVV
$27.2M
| 24 | +1 | +4% | $14.1M |
|
20
ACM Research
ACMR
$4.26B
| – | – | – | – |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|