Industry deep-dive
Semiconductor Equipment & Materials
Every super-investor and insider move tracked across 22 tickers in this industry.
Tickers
22
Combined value
$4.60T
Insider net (30d)
−$38.4M
Congress trades (30d)
1
Sector consensus moves
Latest 13F · 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 | Norges Bank Norway SWF | $10.46B |
| 2 | Ken Griffin Citadel Advisors | $7.73B |
| 3 | Ken Fisher Fisher Asset Mgmt | $5.28B |
| 4 | Philippe Laffont Coatue | $3.22B |
| 5 | Jeremy Grantham GMO | $2.42B |
| 6 | Wellington Management | $2.14B |
| 7 | Izzy Englander Millennium Mgmt | $2.11B |
| 8 | Steve Cohen Point72 | $2.00B |
| 9 | AQR Capital Management | $1.60B |
| 10 | D.E. Shaw & Co. | $1.26B |
| 11 | Stephen Mandel Lone Pine Capital | $905M |
| 12 | Chase Coleman Tiger Global | $898M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $1.96T |
| 2 | KLAC | KLA CORP | $1.21T |
| 3 | TER | TERADYNE INC | $403.18B |
| 4 | ENTG | ENTEGRIS INC | $342.22B |
| 5 | ASML | ASML HOLDING N V | $258.88B |
| 6 | IPGP | IPG PHOTONICS CORP | $97.65B |
| 7 | FORM | FORMFACTOR INC | $76.62B |
| 8 | KLIC | KULICKE & SOFFA INDS INC | $56.89B |
| 9 | AMKR | AMKOR TECHNOLOGY INC | $45.65B |
| 10 | ONTO | ONTO INNOVATION INC | $41.99B |
| 11 | LRCX | LAM RESEARCH CORP | $35.15B |
| 12 | ACLS | AXCELIS TECHNOLOGIES INC | $23.22B |
| 13 | ACMR | ACM RESH INC | $12.87B |
| 14 | VECO | VEECO INSTRS INC DEL | $7.84B |
| 15 | UCTT | ULTRA CLEAN HLDGS INC | $6.33B |
| 16 | COHU | COHU INC | $6.32B |
| 17 | PLAB | PHOTRONICS INC | $5.48B |
| 18 | DQ | DAQO NEW ENERGY CORP | $5.09B |
| 19 | AEHR | AEHR TEST SYS | $1.03B |
| 20 | Q | QNITY ELECTRONICS INC | $966.0M |
| 21 | AXTI | AXT INC | $779.4M |
| 22 | INTT | INTEST CORP | $418.9M |