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
| 968 | -35 | -3% | $24.6B |
|
2
Lam Research
LRCX
$359B
| 810 | -5 | -0.6% | $18.5B |
|
3
KLA
KLAC
$233B
| 639 | +15 | +2% | $12.5B |
|
4
MKS Inc
MKSI
$15.9B
| 353 | -30 | -8% | $3.25B |
|
5
ASML
ASML
$634B
| 352 | +21 | +6% | $10.7B |
|
6
DELISTED
Coherent Inc
COHR
| 283 | -17 | -6% | $2.62B |
|
7
Advanced Energy
AEIS
$10.4B
| 249 | -19 | -7% | $1.61B |
|
8
Enpro
NPO
$6.22B
| 202 | +8 | +4% | $1.21B |
|
9
Onto Innovation
ONTO
$11.8B
| 191 | -6 | -3% | $577M |
|
10
FormFactor
FORM
$9.35B
| 169 | +6 | +4% | $998M |
|
11
Ichor Holdings
ICHR
$1.79B
| 158 | +1 | +0.6% | $364M |
|
12
Ultra Clean Holdings
UCTT
$2.57B
| 153 | -13 | -8% | $305M |
|
13
Veeco
VECO
$2.8B
| 153 | +6 | +4% | $331M |
|
14
Axcelis
ACLS
$3.66B
| 140 | -14 | -9% | $493M |
|
|
CAJ
15
DELISTED
Canon, Inc.
CAJ
| 135 | -33 | -20% | $347M |
|
16
Nova
NVMI
$10.5B
| 71 | +4 | +6% | $312M |
|
17
Camtek
CAMT
$6.33B
| 62 | +7 | +13% | $59.8M |
|
18
Amtech Systems
ASYS
$245M
| 50 | +1 | +2% | $35.6M |
|
19
ACM Research
ACMR
$4.26B
| 28 | -3 | -10% | $16.9M |
|
20
CVD Equipment Corp
CVV
$27.2M
| 23 | -5 | -18% | $4.04M |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|