← 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	1,631	-13	-0.8%	$90.1B
2	2 Lam Research LRCX $359B	1,298	-13	-1%	$65.8B
3	3 KLA KLAC $233B	976	+27	+3%	$44.1B
4	4 ASML ASML $634B	901	+67	+8%	$56B
5	5 MKS Inc MKSI $15.9B	375	0	0%	$7.93B
6	6 DELISTED Coherent Inc COHR	275	-23	-8%	$5.34B
7	7 Onto Innovation ONTO $11.8B	267	+9	+3%	$3.38B
8	8 Advanced Energy AEIS $10.4B	258	-20	-7%	$3.23B
9	9 Ultra Clean Holdings UCTT $2.57B	238	-25	-10%	$1.59B
10	10 FormFactor FORM $9.35B	226	-4	-2%	$2.69B
11	11 Axcelis ACLS $3.66B	205	+16	+8%	$1.37B
12	12 Enpro NPO $6.22B	189	+1	+0.5%	$1.68B
13	13 Ichor Holdings ICHR $1.79B	187	-9	-5%	$1B
14	14 Veeco VECO $2.8B	164	-3	-2%	$1.1B
15	CAJ 15 DELISTED Canon, Inc. CAJ	151	+15	+11%	$385M
16	16 Nova NVMI $10.5B	138	-1	-0.7%	$1.99B
17	17 ACM Research ACMR $4.26B	96	+2	+2%	$980M
18	18 Camtek CAMT $6.33B	95	-2	-2%	$583M
19	19 Amtech Systems ASYS $245M	52	-4	-7%	$77.6M
20	20 CVD Equipment Corp CVV $27.2M	14	+1	+8%	$2.71M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–