← 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

New
Increased
Maintained
Reduced
Closed
Funds Holding 1,082
Funds Holding Change -67
Funds Holding Growth -6%
Value $42.8B
Holding in Top 10 38
Top 10 Change -5
Top 10 Growth -12%
Value Growth -22%
New 67
Increased 425
Reduced 450
Closed 128
Capital Inflow $3.44B
Capital Outflow $4.95B
Net Capital Flow -$1.5B
Capital Flow Change +$2.41B
Calls $640M
Puts $558M
Net Calls +$82M
Put/Call Ratio 0.87