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
| 1,046 | +38 | +4% | $37.1B |
|
2
Lam Research
LRCX
$359B
| 882 | +41 | +5% | $29.4B |
|
3
KLA
KLAC
$233B
| 704 | +58 | +9% | $22.4B |
|
4
ASML
ASML
$634B
| 409 | +13 | +3% | $17.7B |
|
5
MKS Inc
MKSI
$15.9B
| 307 | -3 | -1% | $4.99B |
|
6
DELISTED
Coherent Inc
COHR
| 267 | -19 | -7% | $3.72B |
|
7
Advanced Energy
AEIS
$10.4B
| 228 | +5 | +2% | $2.23B |
|
8
Enpro
NPO
$6.22B
| 199 | +15 | +8% | $1.35B |
|
9
FormFactor
FORM
$9.35B
| 173 | +3 | +2% | $1.32B |
|
10
Onto Innovation
ONTO
$11.8B
| 164 | 0 | 0% | $722M |
|
11
Ultra Clean Holdings
UCTT
$2.57B
| 160 | +9 | +6% | $486M |
|
12
Axcelis
ACLS
$3.66B
| 145 | +10 | +7% | $455M |
|
13
Ichor Holdings
ICHR
$1.79B
| 143 | -9 | -6% | $466M |
|
14
Veeco
VECO
$2.8B
| 140 | +7 | +5% | $492M |
|
|
CAJ
15
DELISTED
Canon, Inc.
CAJ
| 135 | +2 | +2% | $338M |
|
16
Nova
NVMI
$10.5B
| 85 | +2 | +2% | $537M |
|
17
Camtek
CAMT
$6.33B
| 50 | -12 | -19% | $98.4M |
|
18
ACM Research
ACMR
$4.26B
| 48 | +8 | +20% | $40.5M |
|
19
Amtech Systems
ASYS
$245M
| 48 | +1 | +2% | $43.2M |
|
20
CVD Equipment Corp
CVV
$27.2M
| 21 | +1 | +5% | $3.13M |
|
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
| – | – | – | – |
|