Semi Equipment
As of 2026Q1 · Members: 19
Heat Z
+2.22
Hist. pctl
100%
× 3Y avg
2.9×
Net Δ Holders
+1,611
8Q trend
Members (19)
| Ticker | Name | Δ holders |
|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES INC | +3 |
| ACMR | ACM RESEARCH INC-CLASS A | +20 |
| AEHR | AEHR TEST SYSTEMS | +39 |
| AEIS | ADVANCED ENERGY INDUSTRIES | +109 |
| AMAT | APPLIED MATERIALS INC | +292 |
| ASML | ASML HOLDING NV | +178 |
| ASYS | AMTECH SYSTEMS INC | +12 |
| CAMT | CAMTEK LTD | +30 |
| COHU | COHU INC | +11 |
| DAIO | DATA I/O CORP | +2 |
| FORM | FORMFACTOR INC | +58 |
| KLAC | KLA CORP | +159 |
| KLIC | KULICKE & SOFFA INDUSTRIES | +45 |
| LRCX | LAM RESEARCH CORP | +245 |
| NVMI | NOVA LTD. | +37 |
| ONTO | ONTO INNOVATION INC | +81 |
| TER | TERADYNE INC | +180 |
| UCTT | ULTRA CLEAN HOLDINGS INC | +91 |
| VECO | VEECO INSTRUMENTS INC | +19 |
Theme members v1.0 (2026-07), quarterly maintenance
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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.