← 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	2,030	+184	+10%	$109B
2	2 Lam Research LRCX $340B	1,631	+182	+13%	$87.1B
3	3 KLA KLAC $225B	1,398	+121	+9%	$68.4B
4	4 ASML ASML $630B	1,333	+155	+13%	$56.2B
5	5 Axcelis ACLS $3.51B	421	+1	+0.2%	$3.82B
6	6 Onto Innovation ONTO $11B	389	+31	+9%	$7.44B
7	7 MKS Inc MKSI $15.1B	325	+1	+0.3%	$6.99B
8	8 Advanced Energy AEIS $9.58B	291	-4	-1%	$4.46B
9	9 FormFactor FORM $8.64B	246	+15	+6%	$3.2B
10	10 Enpro NPO $5.85B	240	+11	+5%	$3.27B
11	11 Veeco VECO $2.72B	200	+6	+3%	$1.9B
12	12 Ultra Clean Holdings UCTT $2.46B	195	-10	-5%	$1.38B
13	13 Nova NVMI $10.3B	170	+8	+5%	$2.96B
14	14 Ichor Holdings ICHR $1.71B	166	+7	+4%	$942M
15	15 Camtek CAMT $5.95B	161	+8	+5%	$1.3B
16	16 ACM Research ACMR $3.93B	156	+2	+1%	$643M
17	17 Amtech Systems ASYS $230M	45	+3	+7%	$25.9M
18	18 CVD Equipment Corp CVV $27.2M	22	-1	-4%	$6.62M
19	CAJ 19 DELISTED Canon, Inc. CAJ	13	-1	-7%	$15.3M
20	20 DELISTED Coherent Inc COHR	2	0	0%	$153K
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $399M	–	–	–	–