← 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	1,131	-64	-5%	$33.9B
2	2 Lam Research LRCX $359B	978	-20	-2%	$30.1B
3	3 KLA KLAC $233B	702	-59	-8%	$20.2B
4	4 ASML ASML $634B	483	+13	+3%	$19.7B
5	5 MKS Inc MKSI $15.9B	310	-40	-11%	$4.4B
6	6 DELISTED Coherent Inc COHR	243	-38	-14%	$2.57B
7	7 Advanced Energy AEIS $10.4B	224	-29	-11%	$1.84B
8	8 FormFactor FORM $9.35B	205	+3	+1%	$1.43B
9	9 Onto Innovation ONTO $11.8B	187	-14	-7%	$1.37B
10	10 Ultra Clean Holdings UCTT $2.57B	182	+2	+1%	$481M
11	11 Enpro NPO $6.22B	161	-23	-13%	$772M
12	12 Ichor Holdings ICHR $1.79B	152	-17	-10%	$366M
13	13 Axcelis ACLS $3.66B	140	+1	+0.7%	$525M
14	14 Veeco VECO $2.8B	125	-4	-3%	$407M
15	CAJ 15 DELISTED Canon, Inc. CAJ	121	-16	-12%	$270M
16	16 Nova NVMI $10.5B	92	-1	-1%	$592M
17	17 ACM Research ACMR $4.26B	62	+17	+38%	$113M
18	18 Camtek CAMT $6.33B	48	-5	-9%	$93.1M
19	19 Amtech Systems ASYS $245M	47	+1	+2%	$27.8M
20	20 CVD Equipment Corp CVV $27.2M	21	+1	+5%	$2.11M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–