← 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	1,198	+22	+2%	$43.7B
2	2 Lam Research LRCX $359B	1,039	-18	-2%	$40.8B
3	3 KLA KLAC $233B	755	+5	+0.7%	$27B
4	4 ASML ASML $634B	584	+42	+8%	$27.7B
5	5 MKS Inc MKSI $15.9B	340	+19	+6%	$5.71B
6	6 Advanced Energy AEIS $10.4B	258	+24	+10%	$2.35B
7	7 DELISTED Coherent Inc COHR	241	-13	-5%	$2.52B
8	8 FormFactor FORM $9.35B	222	-2	-0.9%	$1.75B
9	9 Ultra Clean Holdings UCTT $2.57B	200	-1	-0.5%	$695M
10	10 Onto Innovation ONTO $11.8B	189	-13	-6%	$1.35B
11	11 Axcelis ACLS $3.66B	177	+2	+1%	$622M
12	12 Enpro NPO $6.22B	164	-9	-5%	$1.09B
13	13 Ichor Holdings ICHR $1.79B	151	-2	-1%	$393M
14	14 Veeco VECO $2.8B	151	+5	+3%	$574M
15	CAJ 15 DELISTED Canon, Inc. CAJ	113	-11	-9%	$215M
16	16 Nova NVMI $10.5B	103	-1	-1%	$902M
17	17 ACM Research ACMR $4.26B	88	+2	+2%	$357M
18	18 Camtek CAMT $6.33B	51	-1	-2%	$168M
19	19 Amtech Systems ASYS $245M	47	+1	+2%	$33.7M
20	20 CVD Equipment Corp CVV $27.2M	15	-2	-12%	$2.37M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–