Semi Equipment
As of 2026Q2 · Members: 17
Heat
+3.00
Historical Rank
100%
vs 3Y Avg
4.8×
Net change in funds
+2,668
8Q trend
Members (19)
| Ticker | Company | Change this quarter |
|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES INC | +66 |
| ACMR | ACM RESEARCH INC-CLASS A | +77 |
| AEHR | AEHR TEST SYSTEMS | +73 |
| AEIS | ADVANCED ENERGY INDUSTRIES | +107 |
| AMAT | APPLIED MATERIALS INC | +569 |
| ASML | — | — |
| ASYS | AMTECH SYSTEMS INC | +34 |
| CAMT | Camtek Ltd. | +14 |
| COHU | COHU INC | +87 |
| DAIO | DATA I/O CORP | +6 |
| FORM | FORMFACTOR INC | +117 |
| KLAC | KLA CORP | +415 |
| KLIC | KULICKE & SOFFA INDUSTRIES | +98 |
| LRCX | LAM RESEARCH CORP | +504 |
| NVMI | — | — |
| ONTO | ONTO INNOVATION INC | +116 |
| TER | TERADYNE INC | +195 |
| UCTT | ULTRA CLEAN HOLDINGS INC | +109 |
| VECO | VEECO INSTRUMENTS INC | +81 |
Theme members v1.0 (2026-07), quarterly maintenance
Email me the next update
2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.