← 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
AMAT icon
1
Applied Materials
AMAT
$354B
2,953 +310 +12% $219B
LRCX icon
2
Lam Research
LRCX
$359B
2,651 +254 +11% $221B
ASML icon
3
ASML
ASML
$634B
2,211 +190 +9% $96.3B
KLAC icon
4
KLA
KLAC
$233B
2,080 +164 +9% $173B
MKSI icon
5
MKS Inc
MKSI
$15.9B
620 +106 +21% $15.8B
ONTO icon
6
Onto Innovation
ONTO
$11.8B
580 +87 +18% $9.86B
AEIS icon
7
Advanced Energy
AEIS
$10.4B
579 +114 +25% $13.2B
FORM icon
8
FormFactor
FORM
$9.35B
396 +61 +18% $7.14B
ACLS icon
9
Axcelis
ACLS
$3.66B
380 +8 +2% $3.03B
NPO icon
10
Enpro
NPO
$6.22B
356 +24 +7% $5.27B
UCTT icon
11
Ultra Clean Holdings
UCTT
$2.57B
331 +93 +39% $2.8B
NVMI icon
12
Nova
NVMI
$10.5B
330 +39 +13% $9.95B
ACMR icon
13
ACM Research
ACMR
$4.26B
301 +23 +8% $1.74B
ICHR icon
14
Ichor Holdings
ICHR
$1.79B
251 +74 +42% $1.51B
VECO icon
15
Veeco
VECO
$2.8B
247 +18 +8% $2.25B
CAMT icon
16
Camtek
CAMT
$6.33B
223 +31 +16% $3.64B
ASYS icon
17
Amtech Systems
ASYS
$245M
79 +14 +22% $87.4M
CVV icon
18
CVD Equipment Corp
CVV
$27.2M
29 +3 +12% $4.34M
CAJ
19
DELISTED
Canon, Inc.
CAJ
7 +1 +17% $6.66M
COHR icon
20
DELISTED
Coherent Inc
COHR
3 +1 +50% $10.7M
EUV icon
21
Corgi Lithography & Semiconductor Photonics ETF
EUV
$416M
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