Semi Equipment
As of 2026Q2 · Members: 17
Heat
+2.94
Historical Rank
100%
vs 3Y Avg
4.2×
Net change in funds
+2,350
8Q trend
Members (19)
| Ticker | Company | Change this quarter |
|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES INC | +55 |
| ACMR | ACM RESEARCH INC-CLASS A | +72 |
| AEHR | AEHR TEST SYSTEMS | +69 |
| AEIS | ADVANCED ENERGY INDUSTRIES | +95 |
| AMAT | APPLIED MATERIALS INC | +493 |
| ASML | — | — |
| ASYS | AMTECH SYSTEMS INC | +33 |
| CAMT | Camtek Ltd. | +12 |
| COHU | COHU INC | +84 |
| DAIO | DATA I/O CORP | +6 |
| FORM | FORMFACTOR INC | +108 |
| KLAC | KLA CORP | +359 |
| KLIC | KULICKE & SOFFA INDUSTRIES | +87 |
| LRCX | LAM RESEARCH CORP | +439 |
| NVMI | — | — |
| ONTO | ONTO INNOVATION INC | +100 |
| TER | TERADYNE INC | +162 |
| UCTT | ULTRA CLEAN HOLDINGS INC | +100 |
| VECO | VEECO INSTRUMENTS INC | +76 |
Theme members v1.0 (2026-07), quarterly maintenance
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.