← 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	2,238	+28	+1%	$105B
2	2 Lam Research LRCX $359B	1,697	+229	+16%	$74.9B
3	3 ASML ASML $634B	1,610	+76	+5%	$48.9B
4	4 KLA KLAC $233B	1,553	+7	+0.5%	$72.6B
5	5 Onto Innovation ONTO $11.8B	520	-1	-0.2%	$7.85B
6	6 MKS Inc MKSI $15.9B	420	+11	+3%	$7.36B
7	7 Axcelis ACLS $3.66B	325	-44	-12%	$2.16B
8	8 Advanced Energy AEIS $10.4B	319	+4	+1%	$4.73B
9	9 FormFactor FORM $9.35B	300	-20	-6%	$3.35B
10	10 Enpro NPO $6.22B	279	+9	+3%	$3.66B
11	11 Ultra Clean Holdings UCTT $2.57B	233	-17	-7%	$1.49B
12	12 Veeco VECO $2.8B	230	-23	-9%	$1.59B
13	13 Nova NVMI $10.5B	226	-6	-3%	$4.54B
14	14 Ichor Holdings ICHR $1.79B	196	-2	-1%	$1.03B
15	15 Camtek CAMT $6.33B	192	-31	-14%	$1.92B
16	16 ACM Research ACMR $4.26B	183	-2	-1%	$539M
17	17 Amtech Systems ASYS $245M	35	+1	+3%	$30.2M
18	18 CVD Equipment Corp CVV $27.2M	23	-2	-8%	$6.47M
19	CAJ 19 DELISTED Canon, Inc. CAJ	9	-1	-10%	$17.3M
20	20 DELISTED Coherent Inc COHR	3	-1	-25%	$1.01M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–