← 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	1,627	-149	-8%	$60.4B
2	2 Lam Research LRCX $359B	1,307	-80	-6%	$47.9B
3	3 KLA KLAC $233B	1,070	-18	-2%	$41.5B
4	4 ASML ASML $634B	922	-63	-6%	$36.9B
5	5 MKS Inc MKSI $15.9B	374	-23	-6%	$5.46B
6	6 Onto Innovation ONTO $11.8B	302	-10	-3%	$3.29B
7	7 Axcelis ACLS $3.66B	276	-14	-5%	$1.52B
8	8 DELISTED Coherent Inc COHR	273	-10	-4%	$6.03B
9	9 Advanced Energy AEIS $10.4B	259	-9	-3%	$2.7B
10	10 FormFactor FORM $9.35B	236	-3	-1%	$2.88B
11	11 Ultra Clean Holdings UCTT $2.57B	234	-30	-11%	$1.15B
12	12 Enpro NPO $6.22B	210	-16	-7%	$1.62B
13	13 Veeco VECO $2.8B	186	-13	-7%	$1B
14	CAJ 14 DELISTED Canon, Inc. CAJ	158	+2	+1%	$362M
15	15 Ichor Holdings ICHR $1.79B	152	-20	-12%	$698M
16	16 Nova NVMI $10.5B	147	-2	-1%	$1.73B
17	17 ACM Research ACMR $4.26B	98	+2	+2%	$606M
18	18 Camtek CAMT $6.33B	86	-11	-11%	$301M
19	19 Amtech Systems ASYS $245M	40	-6	-13%	$65.7M
20	20 CVD Equipment Corp CVV $27.2M	18	+2	+13%	$4.9M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–