← 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	1,681	+122	+8%	$64.5B
2	2 Lam Research LRCX $359B	1,345	+74	+6%	$47.3B
3	3 KLA KLAC $233B	1,128	+71	+7%	$46.3B
4	4 ASML ASML $634B	1,006	+122	+14%	$41.5B
5	5 Axcelis ACLS $3.66B	325	+38	+13%	$2.2B
6	6 MKS Inc MKSI $15.9B	315	-42	-12%	$5.69B
7	7 Advanced Energy AEIS $10.4B	304	+29	+11%	$3.12B
8	8 Onto Innovation ONTO $11.8B	296	-3	-1%	$3.02B
9	9 Enpro NPO $6.22B	230	+20	+10%	$2.05B
10	10 Ultra Clean Holdings UCTT $2.57B	219	+6	+3%	$1.26B
11	11 FormFactor FORM $9.35B	209	-31	-13%	$1.58B
12	12 Veeco VECO $2.8B	180	+8	+5%	$970M
13	13 Ichor Holdings ICHR $1.79B	156	+2	+1%	$678M
14	CAJ 14 DELISTED Canon, Inc. CAJ	152	-5	-3%	$293M
15	15 Nova NVMI $10.5B	134	-14	-9%	$1.6B
16	16 ACM Research ACMR $4.26B	123	+6	+5%	$235M
17	17 Camtek CAMT $6.33B	82	+10	+14%	$263M
18	18 Amtech Systems ASYS $245M	47	+4	+9%	$41.5M
19	19 CVD Equipment Corp CVV $27.2M	19	+1	+6%	$6.49M
20	20 DELISTED Coherent Inc COHR	2	-5	-71%	$123K
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–