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
| 1,017 | +49 | +5% | $29.4B |
|
2
Lam Research
LRCX
$359B
| 850 | +40 | +5% | $23.6B |
|
3
KLA
KLAC
$233B
| 691 | +52 | +8% | $17.4B |
|
4
ASML
ASML
$634B
| 376 | +24 | +7% | $9.96B |
|
5
MKS Inc
MKSI
$15.9B
| 333 | -20 | -6% | $4.87B |
|
6
DELISTED
Coherent Inc
COHR
| 279 | -4 | -1% | $3.66B |
|
7
Advanced Energy
AEIS
$10.4B
| 241 | -8 | -3% | $1.9B |
|
8
Enpro
NPO
$6.22B
| 201 | -1 | -0.5% | $1.28B |
|
9
Onto Innovation
ONTO
$11.8B
| 182 | -9 | -5% | $650M |
|
10
FormFactor
FORM
$9.35B
| 162 | -7 | -4% | $1.14B |
|
11
Ultra Clean Holdings
UCTT
$2.57B
| 154 | +1 | +0.7% | $371M |
|
12
Ichor Holdings
ICHR
$1.79B
| 151 | -7 | -4% | $475M |
|
|
CAJ
13
DELISTED
Canon, Inc.
CAJ
| 149 | +14 | +10% | $394M |
|
14
Axcelis
ACLS
$3.66B
| 147 | +7 | +5% | $546M |
|
15
Veeco
VECO
$2.8B
| 134 | -19 | -12% | $479M |
|
16
Nova
NVMI
$10.5B
| 73 | +2 | +3% | $376M |
|
17
Camtek
CAMT
$6.33B
| 64 | +2 | +3% | $88.6M |
|
18
Amtech Systems
ASYS
$245M
| 51 | +1 | +2% | $41.2M |
|
19
ACM Research
ACMR
$4.26B
| 29 | +1 | +4% | $22.6M |
|
20
CVD Equipment Corp
CVV
$27.2M
| 22 | -1 | -4% | $4.16M |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|