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
New
Closed
Net new
Funds Holding
3,096
Funds Holding Change
+274
Funds Holding Growth
+10%
Value
$360B
Holding in Top 10
236
Top 10 Change
+36
Top 10 Growth
+18%
Value Growth
+22%
New
429
Increased
1,233
Reduced
1,118
Closed
116
Capital Inflow
$14.7B
Capital Outflow
$13.6B
Net Capital Flow
+$1.14B
Capital Flow Change
-$837M
Calls
$8.35B
Puts
$11B
Net Calls
-$2.68B
Put/Call Ratio
1.32