← 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	1,644	+53	+3%	$101B
2	2 Lam Research LRCX $359B	1,311	+51	+4%	$76.3B
3	3 KLA KLAC $233B	949	+38	+4%	$43.2B
4	4 ASML ASML $634B	834	+65	+8%	$52.7B
5	5 MKS Inc MKSI $15.9B	375	+25	+7%	$9.29B
6	6 DELISTED Coherent Inc COHR	298	+1	+0.3%	$6.06B
7	7 Advanced Energy AEIS $10.4B	278	-21	-7%	$4.22B
8	8 Ultra Clean Holdings UCTT $2.57B	263	+24	+10%	$2.06B
9	9 Onto Innovation ONTO $11.8B	258	+15	+6%	$3.46B
10	10 FormFactor FORM $9.35B	230	-17	-7%	$2.57B
11	11 Ichor Holdings ICHR $1.79B	196	+23	+13%	$1.35B
12	12 Axcelis ACLS $3.66B	189	-4	-2%	$1.17B
13	13 Enpro NPO $6.22B	188	-7	-4%	$1.9B
14	14 Veeco VECO $2.8B	167	+2	+1%	$1.19B
15	15 Nova NVMI $10.5B	139	+20	+17%	$1.98B
16	CAJ 16 DELISTED Canon, Inc. CAJ	136	+3	+2%	$312M
17	17 Camtek CAMT $6.33B	97	+15	+18%	$497M
18	18 ACM Research ACMR $4.26B	94	0	0%	$753M
19	19 Amtech Systems ASYS $245M	56	-8	-13%	$64.4M
20	20 CVD Equipment Corp CVV $27.2M	13	-4	-24%	$2.59M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–