← 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	1,757	+76	+5%	$82.6B
2	2 Lam Research LRCX $359B	1,362	+17	+1%	$60.5B
3	3 KLA KLAC $233B	1,162	+34	+3%	$48.1B
4	4 ASML ASML $634B	1,112	+106	+11%	$51.4B
5	5 Axcelis ACLS $3.66B	378	+53	+16%	$3.86B
6	6 MKS Inc MKSI $15.9B	324	+9	+3%	$5.94B
7	7 Onto Innovation ONTO $11.8B	296	0	0%	$4.09B
8	8 Advanced Energy AEIS $10.4B	287	-17	-6%	$3.67B
9	9 FormFactor FORM $9.35B	223	+14	+7%	$2.39B
10	10 Enpro NPO $6.22B	223	-7	-3%	$2.08B
11	11 Ultra Clean Holdings UCTT $2.57B	204	-15	-7%	$1.33B
12	12 Veeco VECO $2.8B	188	+8	+4%	$1.18B
13	13 Ichor Holdings ICHR $1.79B	162	+6	+4%	$897M
14	14 Nova NVMI $10.5B	141	+7	+5%	$2.14B
15	15 ACM Research ACMR $4.26B	129	+6	+5%	$344M
16	16 Camtek CAMT $6.33B	89	+7	+9%	$350M
17	17 Amtech Systems ASYS $245M	43	-4	-9%	$62.5M
18	CAJ 18 DELISTED Canon, Inc. CAJ	39	-113	-74%	$32.8M
19	19 CVD Equipment Corp CVV $27.2M	23	+4	+21%	$25.4M
20	20 DELISTED Coherent Inc COHR	2	0	0%	$134K
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–