← 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	2,322	+156	+7%	$115B
2	2 Lam Research LRCX $359B	1,884	+81	+4%	$103B
3	3 ASML ASML $634B	1,716	+89	+5%	$53.3B
4	4 KLA KLAC $233B	1,663	+95	+6%	$105B
5	5 Onto Innovation ONTO $11.8B	447	-28	-6%	$4.96B
6	6 MKS Inc MKSI $15.9B	395	-2	-0.5%	$7.42B
7	7 Advanced Energy AEIS $10.4B	371	+16	+5%	$5.28B
8	8 Axcelis ACLS $3.66B	329	+22	+7%	$2.2B
9	9 Enpro NPO $6.22B	312	+16	+5%	$4.1B
10	10 FormFactor FORM $9.35B	300	+23	+8%	$2.6B
11	11 ACM Research ACMR $4.26B	243	-1	-0.4%	$969M
12	12 Nova NVMI $10.5B	235	-15	-6%	$6.35B
13	13 Ultra Clean Holdings UCTT $2.57B	231	+3	+1%	$950M
14	14 Veeco VECO $2.8B	216	-8	-4%	$1.26B
15	15 Camtek CAMT $6.33B	175	+6	+4%	$2.19B
16	16 Ichor Holdings ICHR $1.79B	171	-16	-9%	$650M
17	17 Amtech Systems ASYS $245M	36	-1	-3%	$18.2M
18	18 CVD Equipment Corp CVV $27.2M	23	-1	-4%	$3.52M
19	CAJ 19 DELISTED Canon, Inc. CAJ	9	0	0%	$8.43M
20	20 DELISTED Coherent Inc COHR	2	-1	-33%	$1.2M
21	21 Corgi Lithography & Semiconductor Photonics ETF EUV $416M	–	–	–	–