← 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 $341B	1,841	+210	+13%	$110B
2	2 Lam Research LRCX $340B	1,459	+161	+12%	$83.1B
3	3 KLA KLAC $225B	1,117	+141	+14%	$57B
4	4 ASML ASML $630B	986	+85	+9%	$59.9B
5	5 MKS Inc MKSI $15.1B	404	+29	+8%	$9.34B
6	6 Onto Innovation ONTO $11.1B	302	+35	+13%	$4.72B
7	7 DELISTED Coherent Inc COHR	281	+6	+2%	$6.32B
8	8 Ultra Clean Holdings UCTT $2.46B	275	+37	+16%	$2.16B
9	9 Advanced Energy AEIS $9.58B	271	+13	+5%	$3.34B
10	10 Axcelis ACLS $3.51B	254	+49	+24%	$2.05B
11	11 FormFactor FORM $8.64B	232	+6	+3%	$3.32B
12	12 Enpro NPO $5.85B	208	+19	+10%	$2.17B
13	13 Ichor Holdings ICHR $1.71B	193	+6	+3%	$1.15B
14	14 Veeco VECO $2.72B	186	+22	+13%	$1.42B
15	15 Nova NVMI $10.3B	161	+23	+17%	$2.96B
16	CAJ 16 DELISTED Canon, Inc. CAJ	158	+7	+5%	$374M
17	17 Camtek CAMT $5.96B	105	+10	+11%	$663M
18	18 ACM Research ACMR $3.92B	100	+4	+4%	$747M
19	19 Amtech Systems ASYS $230M	50	-2	-4%	$95.3M
20	20 CVD Equipment Corp CVV $27.2M	17	+3	+21%	$5.17M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $399M	–	–	–	–