← All themes Semiconductors

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	1 Applied Materials AMAT $354B	1,158	+34	+3%	$44.8B
2	2 Lam Research LRCX $359B	920	+58	+7%	$29.8B
3	3 KLA KLAC $233B	618	+24	+4%	$15.6B
4	4 MKS Inc MKSI $15.9B	393	+30	+8%	$5.99B
5	5 DELISTED Coherent Inc COHR	348	-32	-8%	$4.68B
6	6 ASML ASML $634B	331	+33	+11%	$14.3B
7	7 Advanced Energy AEIS $10.4B	314	-11	-3%	$2.37B
8	8 Ultra Clean Holdings UCTT $2.57B	195	+27	+16%	$649M
9	9 Enpro NPO $6.22B	191	-2	-1%	$1.56B
10	10 FormFactor FORM $9.35B	186	+5	+3%	$929M
11	11 Veeco VECO $2.8B	170	-2	-1%	$827M
12	CAJ 12 DELISTED Canon, Inc. CAJ	168	+17	+11%	$699M
13	13 Axcelis ACLS $3.66B	165	-14	-8%	$691M
14	14 Ichor Holdings ICHR $1.79B	154	+10	+7%	$518M
15	15 Onto Innovation ONTO $11.8B	143	+4	+3%	$540M
16	16 Nova NVMI $10.5B	97	+6	+7%	$341M
17	17 Amtech Systems ASYS $245M	79	+5	+7%	$71.8M
18	18 Camtek CAMT $6.33B	38	-4	-10%	$50.3M
19	19 CVD Equipment Corp CVV $27.2M	27	-1	-4%	$12.6M
20	20 ACM Research ACMR $4.26B	12	+2	+20%	$10.4M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–