← 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	2,166	-72	-3%	$92.2B
2	2 Lam Research LRCX $359B	1,803	+106	+6%	$76B
3	3 ASML ASML $634B	1,627	+17	+1%	$45.1B
4	4 KLA KLAC $233B	1,568	+15	+1%	$77.3B
5	5 Onto Innovation ONTO $11.8B	475	-45	-9%	$5.71B
6	6 MKS Inc MKSI $15.9B	397	-23	-5%	$5.73B
7	7 Advanced Energy AEIS $10.4B	355	+36	+11%	$3.83B
8	8 Axcelis ACLS $3.66B	307	-18	-6%	$1.54B
9	9 Enpro NPO $6.22B	296	+17	+6%	$3.47B
10	10 FormFactor FORM $9.35B	277	-23	-8%	$2.14B
11	11 Nova NVMI $10.5B	250	+24	+11%	$4.13B
12	12 ACM Research ACMR $4.26B	244	+61	+33%	$838M
13	13 Ultra Clean Holdings UCTT $2.57B	228	-5	-2%	$894M
14	14 Veeco VECO $2.8B	224	-6	-3%	$1.18B
15	15 Ichor Holdings ICHR $1.79B	187	-9	-5%	$739M
16	16 Camtek CAMT $6.33B	169	-23	-12%	$1.48B
17	17 Amtech Systems ASYS $245M	37	+2	+6%	$23.2M
18	18 CVD Equipment Corp CVV $27.2M	24	+1	+4%	$4.25M
19	CAJ 19 DELISTED Canon, Inc. CAJ	9	0	0%	$13M
20	20 DELISTED Coherent Inc COHR	3	0	0%	$916K
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–