Industry deep-dive
Semiconductor Equipment & Materials
Every super-investor and insider move tracked across 22 tickers in this industry.
Tickers
22
Combined value
$49.98B
Insider net (30d)
−$38.4M
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest semiconductor equipment & materials books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $11.15B |
| 2 | Norges Bank Norway SWF | $10.46B |
| 3 | Ken Fisher Fisher Asset Mgmt | $5.28B |
| 4 | Philippe Laffont Coatue | $3.22B |
| 5 | Ken Griffin Citadel Advisors | $2.68B |
| 6 | Jeremy Grantham GMO | $2.42B |
| 7 | Wellington Management | $2.14B |
| 8 | Steve Cohen Point72 | $1.78B |
| 9 | AQR Capital Management | $1.60B |
| 10 | Stephen Mandel Lone Pine Capital | $905M |
| 11 | Chase Coleman Tiger Global | $898M |
| 12 | Ray Dalio Bridgewater Associates | $894M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | $12.75B |
| 2 | ASML | ASML HOLDING N V | $11.99B |
| 3 | KLAC | KLA CORP | $8.11B |
| 4 | AMAT | APPLIED MATLS INC | $7.96B |
| 5 | TER | TERADYNE INC | $3.11B |
| 6 | ENTG | ENTEGRIS INC | $2.01B |
| 7 | Q | QNITY ELECTRONICS INC | $1.15B |
| 8 | ONTO | ONTO INNOVATION INC | $957.2M |
| 9 | AMKR | AMKOR TECHNOLOGY INC | $498.6M |
| 10 | IPGP | IPG PHOTONICS CORP | $438.5M |
| 11 | FORM | FORMFACTOR INC | $189.3M |
| 12 | ACLS | AXCELIS TECHNOLOGIES INC | $152.9M |
| 13 | KLIC | KULICKE & SOFFA INDS INC | $109.9M |
| 14 | ACMR | ACM RESH INC | $100.8M |
| 15 | VECO | VEECO INSTRS INC DEL | $93.1M |
| 16 | PLAB | PHOTRONICS INC | $84.1M |
| 17 | AEHR | AEHR TEST SYS | $65.9M |
| 18 | UCTT | ULTRA CLEAN HLDGS INC | $59.1M |
| 19 | AXTI | AXT INC | $58.3M |
| 20 | COHU | COHU INC | $55.2M |
| 21 | DQ | DAQO NEW ENERGY CORP | $43.7M |
| 22 | INTT | INTEST CORP | $6.9M |