← 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	1,846	+21	+1%	$92.8B
2	2 Lam Research LRCX $359B	1,449	+17	+1%	$69.7B
3	3 KLA KLAC $233B	1,277	+53	+4%	$55B
4	4 ASML ASML $634B	1,178	-18	-2%	$44.4B
5	5 Axcelis ACLS $3.66B	420	+15	+4%	$4.85B
6	6 Onto Innovation ONTO $11.8B	358	+31	+9%	$6.22B
7	7 MKS Inc MKSI $15.9B	324	+4	+1%	$5.8B
8	8 Advanced Energy AEIS $10.4B	295	+6	+2%	$3.97B
9	9 FormFactor FORM $9.35B	231	-2	-0.9%	$2.64B
10	10 Enpro NPO $6.22B	229	+10	+5%	$2.47B
11	11 Ultra Clean Holdings UCTT $2.57B	205	+6	+3%	$1.19B
12	12 Veeco VECO $2.8B	194	-13	-6%	$1.61B
13	13 Nova NVMI $10.5B	162	+13	+9%	$2.42B
14	14 Ichor Holdings ICHR $1.79B	159	-2	-1%	$861M
15	15 ACM Research ACMR $4.26B	154	+32	+26%	$563M
16	16 Camtek CAMT $6.33B	153	+60	+65%	$979M
17	17 Amtech Systems ASYS $245M	42	-2	-5%	$51.2M
18	18 CVD Equipment Corp CVV $27.2M	23	-1	-4%	$12.6M
19	CAJ 19 DELISTED Canon, Inc. CAJ	14	0	0%	$16.7M
20	20 DELISTED Coherent Inc COHR	2	0	0%	$115K
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–