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
| 1,084 | -74 | -6% | $35.8B |
|
2
Lam Research
LRCX
$359B
| 887 | -33 | -4% | $24.6B |
|
3
KLA
KLAC
$233B
| 612 | -6 | -1% | $14.8B |
|
4
MKS Inc
MKSI
$15.9B
| 390 | -3 | -0.8% | $4.87B |
|
5
ASML
ASML
$634B
| 327 | -4 | -1% | $14.1B |
|
6
DELISTED
Coherent Inc
COHR
| 317 | -31 | -9% | $3.77B |
|
7
Advanced Energy
AEIS
$10.4B
| 293 | -21 | -7% | $2.21B |
|
8
Enpro
NPO
$6.22B
| 194 | +3 | +2% | $1.38B |
|
9
Onto Innovation
ONTO
$11.8B
| 186 | +43 | +30% | $735M |
|
10
Ultra Clean Holdings
UCTT
$2.57B
| 179 | -16 | -8% | $534M |
|
|
CAJ
11
DELISTED
Canon, Inc.
CAJ
| 166 | -2 | -1% | $589M |
|
12
Axcelis
ACLS
$3.66B
| 165 | 0 | 0% | $559M |
|
13
FormFactor
FORM
$9.35B
| 162 | -24 | -13% | $935M |
|
14
Veeco
VECO
$2.8B
| 161 | -9 | -5% | $666M |
|
15
Ichor Holdings
ICHR
$1.79B
| 160 | +6 | +4% | $457M |
|
16
Nova
NVMI
$10.5B
| 76 | -21 | -22% | $372M |
|
17
Amtech Systems
ASYS
$245M
| 65 | -14 | -18% | $52.3M |
|
18
Camtek
CAMT
$6.33B
| 46 | +8 | +21% | $59.8M |
|
19
ACM Research
ACMR
$4.26B
| 34 | +22 | +183% | $18.9M |
|
20
CVD Equipment Corp
CVV
$27.2M
| 27 | 0 | 0% | $9.22M |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|