ETL not yet wired (Slice 3). Tickers + lists are populated; prices, returns, and bands will flow once Python yfinance refresh runs. UI shows — in number cells until then.
AI Supply Chain
Constituents83
Advancers · 1D64
Decliners · 1D19
Flat0
Breadth · 1D77%
Awaiting data
- CBRS#1Cerebras Systems$237.83+18.32%
- 000660.KS#2SK Hynix2,215,000.00 KRW+15.91%
- INTC#3Intel$110.27+11.19%
- AAOI#4Applied Optoelectronics$196.64+11.10%
- MU#5Micron Technology$949.28+9.87%
AISC Rotation (RRG)
0/83
Tail
How to read this chart
Each dot is a name's strength relative to ^IXIC for one week. Position is z-scored over a trailing 10 weeks, so 100 = that name's own recent average.
X — RS-Ratio (trend): where it sits vs ^IXIC. >100 outperforming, <100 lagging.
Y — RS-Momentum (acceleration): whether that lead/lag is >100 speeding up or <100 fading.
Quadrants rotate clockwise: Leading (ahead + accelerating) → Weakening (ahead but slowing) → Lagging (behind + falling) → Improving (behind but recovering).
Tail = the path over the last N weeks (faint = older, bright = now). Use 5w for recent moves, 20w for the full arc. Click a ticker to isolate its path.
| Layer | 12/26 | 12/31 | 1/2 | 1/9 | 1/16 | 1/23 | 1/30 | 2/6 | 2/13 | 2/20 | 2/27 | 3/6 | 3/13 | 3/20 | 3/27 | 4/3 | 4/10 | 4/17 | 4/24 | 5/1 | 5/8 | 5/15 | 5/22 | 5/29 | 6/5 | 6/9 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L10AI Applications | +1.2 | -0.6 | -0.9 | +2.9 | -1.8 | +0.4 | -2.3 | -5.7 | -2.6 | +1.1 | -1.1 | -0.0 | -1.1 | -2.2 | -7.5 | +6.1 | +3.3 | +10.8 | +0.6 | +4.8 | +1.9 | +0.3 | -2.1 | +3.4 | -5.1 | -1.2 |
| L9AI Models | +0.7 | -0.1 | +2.6 | +1.0 | +0.9 | +1.8 | +0.2 | -7.7 | -3.2 | +0.3 | -2.2 | -1.7 | +0.2 | -4.3 | -5.5 | +3.6 | +5.2 | +8.9 | +0.0 | -1.5 | +4.1 | -1.8 | -2.4 | +1.4 | -4.1 | -1.1 |
| L8Cloud & Neoclouds | -0.1 | -2.8 | +5.2 | +4.1 | +6.1 | -2.5 | -2.6 | -7.1 | +3.4 | -2.7 | -0.8 | -4.8 | +4.8 | -1.7 | -6.2 | +3.0 | +15.2 | +12.1 | -1.3 | -0.4 | +10.3 | -0.5 | +0.4 | +6.3 | -5.3 | +1.7 |
| L7DC REITs & Construction | +2.1 | -1.6 | +3.2 | +1.0 | +6.6 | -0.8 | +3.0 | +5.5 | +7.0 | +2.1 | -1.0 | -4.3 | +3.4 | -0.8 | +0.5 | +3.3 | +6.0 | +4.1 | +3.3 | +5.8 | +0.6 | -0.0 | -3.4 | -1.3 | -0.6 | -0.6 |
| L6Networking & Optics | +3.1 | -2.2 | +3.2 | -5.0 | +3.1 | -0.4 | +3.9 | +6.7 | -1.7 | +5.6 | +4.4 | -2.1 | +2.7 | -2.0 | +0.2 | +7.1 | +16.0 | +8.5 | +6.5 | +2.0 | -0.4 | +8.0 | +6.5 | -0.5 | -0.1 | +4.8 |
| L5Servers & Assembly | +1.9 | -1.0 | +2.8 | -1.7 | +5.2 | -0.1 | -3.2 | +4.1 | +0.0 | +5.1 | +10.4 | -5.1 | +0.7 | -7.0 | +4.2 | -0.3 | +9.0 | +8.1 | +8.1 | -1.5 | +17.5 | -6.4 | +9.5 | +26.1 | -5.9 | +2.5 |
| L4AI Accelerators | +1.9 | -1.3 | +3.5 | -0.1 | +4.1 | +0.4 | +0.6 | +0.9 | -3.1 | +0.1 | -1.6 | -1.0 | +1.0 | -1.0 | -0.1 | +9.1 | +17.0 | +9.5 | +13.6 | +2.8 | +11.1 | -2.6 | +2.7 | +1.0 | -4.5 | +7.7 |
| L3Memory & Storage | +4.8 | -0.3 | +8.5 | +12.9 | +6.9 | +6.9 | +12.2 | +1.4 | +4.5 | +3.1 | +2.9 | -13.2 | +9.4 | +6.8 | -9.9 | +5.7 | +16.3 | +8.1 | +7.0 | +10.9 | +23.5 | -0.4 | +4.4 | +15.1 | -5.6 | +4.4 |
| L2Foundry & Packaging | +4.1 | +0.9 | +6.5 | +9.4 | +2.7 | -0.4 | +0.1 | +2.8 | +4.0 | +0.7 | +3.0 | -10.1 | +1.4 | +0.5 | -3.1 | +4.5 | +14.9 | +8.4 | +10.7 | +2.8 | +11.4 | -4.1 | +4.2 | +5.0 | -6.2 | +3.6 |
| L1Chip Design & Equipment | +3.9 | -1.6 | +6.2 | +8.2 | +6.8 | +0.7 | -0.3 | -1.3 | +5.4 | +1.5 | +6.0 | -5.9 | +1.0 | +1.4 | -3.1 | +2.2 | +9.2 | +4.9 | +6.9 | -0.9 | +6.3 | -4.0 | +4.0 | +1.7 | +0.3 | +1.6 |
| L0Power & Cooling | +1.2 | -2.3 | +4.6 | +1.5 | +5.9 | +1.5 | -0.9 | +0.6 | +4.7 | +2.0 | +2.8 | -5.9 | +0.4 | -2.0 | +0.0 | +2.3 | +5.3 | +8.0 | +7.9 | +4.9 | +1.7 | +2.2 | +3.1 | -1.7 | -5.5 | -1.9 |
L10AI Applications
2 namesCheapP/E avg z −0.72 across the layerBest: Fwd P/EⓘThin layer (GOOG, MSFT only). When true SaaS/app names are added, the right lens flips to EV/Sales + P/FCF (Rule-of-40, often GAAP-unprofitable), not P/E.Value plays: MSFT
1–2 of 2
GOOG
Alphabet (DeepMind)
Apps
$361.17
−1.25%
−3.00%
−8.58%
+18.10%
+13.66%
+14.69%
+113.55%
+192.96%
+192.49%
+23.94%
18.68M
4.4T
27.55
27.3
+0.03
24.98
-0.36
4.66
3.1
+2.57
9.14
6.11
+2.10
20.93
17.32
+1.32
25.35
18.59
+2.20
68.60
32.12
+3.86
0.23%
0.07%
+1.17
MSFT
Microsoft (Copilot)
Apps
$411.74
−1.18%
−10.59%
−1.93%
+0.79%
−13.99%
−12.55%
−11.26%
+26.73%
+69.18%
+11.09%
31.98M
3.06T
24.52
33.0
-1.47
21.29
-2.04
9.61
10.8
-0.59
7.38
11.52
-2.09
14.44
20.81
-1.95
18.02
24.37
-1.71
42.04
36.90
+0.69
0.86%
0.97%
-0.36
L9AI Models
7 namesCheapP/E avg z −1.37 across the layerBest: Fwd P/E, EV/EBITDAⓘClean mega-cap platforms valued on earnings. Currently the cheapest layer in the chain on its own history (P/E well below norm), with dividend yields above norm confirming. The earnings lens is both right and flashing value.Value plays: MSFT
1–7 of 7
GOOG
Alphabet (DeepMind)
LLM
$361.17
−1.25%
−3.00%
−8.58%
+18.10%
+13.66%
+14.69%
+113.55%
+192.96%
+192.49%
+23.94%
18.68M
4.4T
27.55
27.3
+0.03
24.98
-0.36
4.66
3.1
+2.57
9.14
6.11
+2.10
20.93
17.32
+1.32
25.35
18.59
+2.20
68.60
32.12
+3.86
0.23%
0.07%
+1.17
AMZN
Amazon (Bedrock)
LLM
$245.22
−0.33%
−6.14%
−9.57%
+14.86%
+7.03%
+8.26%
+17.95%
+99.74%
+49.47%
+8.37%
33.79M
2.64T
29.31
64.1
-0.40
24.86
-0.45
3.55
3.4
+0.21
5.97
12.45
-1.16
14.03
24.67
-1.45
17.95
25.49
-1.19
-1078.69
14.02
-4.14
0.00%
0.00%
—
META
Meta Platforms
LLM
$585.39
−1.28%
−2.51%
−5.09%
−9.50%
−11.36%
−9.92%
−14.23%
+116.42%
+78.65%
+12.31%
19.46M
1.49T
21.28
25.8
-0.78
16.19
-1.65
5.98
6.7
-0.42
6.10
6.41
-0.18
13.21
15.21
-0.59
12.10
15.80
-0.86
31.11
28.83
+0.30
0.36%
0.08%
+2.20
MSFT
Microsoft (Copilot)
LLM
$411.74
−1.18%
−10.59%
−1.93%
+0.79%
−13.99%
−12.55%
−11.26%
+26.73%
+69.18%
+11.09%
31.98M
3.06T
24.52
33.0
-1.47
21.29
-2.04
9.61
10.8
-0.59
7.38
11.52
-2.09
14.44
20.81
-1.95
18.02
24.37
-1.71
42.04
36.90
+0.69
0.86%
0.97%
-0.36
9988.HK
Alibaba
LLM
117.10 HKD
−1.43%
−9.47%
−14.75%
−6.18%
−21.78%
−20.47%
+4.26%
+50.13%
−42.65%
−10.52%
66.71M
2.25T
19.60
32.7
-0.34
12.03
-0.54
1.96
3.5
-0.59
1.83
2.75
-0.58
20.70
17.18
+0.36
26.60
14.95
+1.68
-39.96
111.82
-0.32
0.87%
0.58%
+0.53
BIDU
Baidu
LLM
$119.10
−2.10%
−10.05%
−14.85%
−2.76%
+0.32%
−20.76%
+38.73%
−8.94%
−36.22%
−8.60%
2.77M
40.52B
-5133.62
-120.1
-5.73
13.03
+0.15
1.81
2.2
-0.49
1.04
1.59
-0.81
17.45
11.75
+1.11
52.04
-83.73
+0.26
40.94
37.66
+0.39
0.00%
0.00%
—
0700.HK
Tencent Holdings
LLM
453.20 HKD
+1.52%
−4.57%
−1.37%
−7.38%
−23.96%
−25.37%
−6.67%
+45.08%
−13.87%
−2.94%
37.39M
4.09T
16.77
23.8
-0.89
11.81
-1.52
5.00
6.6
-0.85
3.30
5.11
-0.99
12.65
20.41
-1.37
11.49
18.35
-1.63
40.77
33.77
+0.80
1.13%
0.57%
+1.93
L8Cloud & Neoclouds
13 namesFairEV/EBITDA avg z +0.42 across the layerBest: Fwd P/E + EV/EBITDA (hyperscalers), EV/EBITDA / P/S (neoclouds) · Avoid: P/FCF (both), P/E (neoclouds)ⓘTwo businesses in one bucket. Hyperscalers sit near their norms on earnings, but the AI-capex supercycle is crushing free cash — don’t read P/FCF as expensive. Neoclouds (CRWV, NBIS, WULF) are pre-profit build-outs: EV/EBITDA or EV/Sales only.Value plays: 0700.HK · AMZN · MSFT
Chinese cloud2 names
1–2 of 2
9988.HK
Alibaba
Chinese cloud
117.10 HKD
−1.43%
−9.47%
−14.75%
−6.18%
−21.78%
−20.47%
+4.26%
+50.13%
−42.65%
−10.52%
66.71M
2.25T
19.60
32.7
-0.34
12.03
-0.54
1.96
3.5
-0.59
1.83
2.75
-0.58
20.70
17.18
+0.36
26.60
14.95
+1.68
-39.96
111.82
-0.32
0.87%
0.58%
+0.53
0700.HK
Tencent Holdings
Chinese cloud
453.20 HKD
+1.52%
−4.57%
−1.37%
−7.38%
−23.96%
−25.37%
−6.67%
+45.08%
−13.87%
−2.94%
37.39M
4.09T
16.77
23.8
-0.89
11.81
-1.52
5.00
6.6
-0.85
3.30
5.11
-0.99
12.65
20.41
-1.37
11.49
18.35
-1.63
40.77
33.77
+0.80
1.13%
0.57%
+1.93
US hyperscaler5 names
1–5 of 5
GOOG
Alphabet (DeepMind)
US hyperscaler
$361.17
−1.25%
−3.00%
−8.58%
+18.10%
+13.66%
+14.69%
+113.55%
+192.96%
+192.49%
+23.94%
18.68M
4.4T
27.55
27.3
+0.03
24.98
-0.36
4.66
3.1
+2.57
9.14
6.11
+2.10
20.93
17.32
+1.32
25.35
18.59
+2.20
68.60
32.12
+3.86
0.23%
0.07%
+1.17
ORCL
Oracle
US hyperscaler
$211.82
−0.87%
−14.64%
+8.85%
+40.25%
−0.56%
+8.90%
+25.01%
+107.04%
+168.15%
+21.81%
17.17M
609.2B
38.03
32.0
+0.46
26.30
-0.43
9.50
6.0
+1.69
18.16
16.93
+0.02
18.41
16.24
+0.43
26.23
18.06
+1.44
-24.94
-31.72
+0.02
0.94%
1.38%
-1.43
AMZN
Amazon (Bedrock)
US hyperscaler
$245.22
−0.33%
−6.14%
−9.57%
+14.86%
+7.03%
+8.26%
+17.95%
+99.74%
+49.47%
+8.37%
33.79M
2.64T
29.31
64.1
-0.40
24.86
-0.45
3.55
3.4
+0.21
5.97
12.45
-1.16
14.03
24.67
-1.45
17.95
25.49
-1.19
-1078.69
14.02
-4.14
0.00%
0.00%
—
META
Meta Platforms
US hyperscaler
$585.39
−1.28%
−2.51%
−5.09%
−9.50%
−11.36%
−9.92%
−14.23%
+116.42%
+78.65%
+12.31%
19.46M
1.49T
21.28
25.8
-0.78
16.19
-1.65
5.98
6.7
-0.42
6.10
6.41
-0.18
13.21
15.21
-0.59
12.10
15.80
-0.86
31.11
28.83
+0.30
0.36%
0.08%
+2.20
MSFT
Microsoft (Copilot)
US hyperscaler
$411.74
−1.18%
−10.59%
−1.93%
+0.79%
−13.99%
−12.55%
−11.26%
+26.73%
+69.18%
+11.09%
31.98M
3.06T
24.52
33.0
-1.47
21.29
-2.04
9.61
10.8
-0.59
7.38
11.52
-2.09
14.44
20.81
-1.95
18.02
24.37
-1.71
42.04
36.90
+0.69
0.86%
0.97%
-0.36
Neocloud6 names
1–6 of 6
NBIS
Nebius Group
Neocloud
$218.00
−4.31%
−17.58%
+17.98%
+129.62%
+112.06%
+142.36%
+370.84%
—
—
—
13.95M
55.35B
72.73
49.2
+0.30
603.51
+7.10
54.73
17.9
+1.66
7.64
4.61
+2.14
5381.40
235.86
+4.93
89.13
42.26
+1.16
-220.93
-281.09
+0.05
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$119.60
+6.56%
−9.65%
+18.21%
+145.38%
+179.37%
+133.27%
+632.84%
+1007.41%
+489.89%
+42.61%
3.59M
13.47B
-41.10
3.7
-2.48
-64.39
-3.77
47.34
9.5
+4.42
9.76
2.58
+4.34
327.86
395.58
-0.04
-99.96
-35.71
-0.58
-41.05
-27.04
-0.16
0.00%
0.00%
—
WULF
TeraWulf
Neocloud
$25.86
+7.75%
+0.78%
+7.66%
+86.71%
+71.26%
+102.98%
+575.20%
+1612.58%
+179.58%
+22.83%
23.09M
12.81B
-10.30
-3.2
-0.09
139.78
+1.84
65.40
9.5
+4.55
-139.53
2.01
-6.57
4083.75
751.73
+2.30
-55.45
223.86
-0.43
-6.49
218.23
-0.34
0.00%
0.00%
—
CIFR
Cipher Digital
Neocloud
$24.29
+8.20%
+1.17%
+17.43%
+69.74%
+22.49%
+49.94%
+588.10%
+863.89%
+143.39%
+19.47%
19.38M
9.94B
-10.91
-28.9
+0.26
36.25
+0.94
46.92
24.3
+0.74
13.78
106.36
-0.09
216.38
170.42
+1.00
-142.26
-20.90
-3.27
-9.06
-13.58
+0.35
0.00%
0.00%
—
IREN
IREN Limited
Neocloud
$59.19
+8.91%
−9.40%
+4.12%
+52.39%
+27.43%
+38.62%
+561.34%
+1553.35%
—
—
41.03M
21.15B
203.82
-0.3
+2.91
-62.97
-0.89
40.44
16.7
+2.14
11.06
2.80
+2.86
134.64
80.78
+1.22
42.96
15.31
+0.97
-13.92
-10.85
-0.41
0.00%
0.00%
—
CRWV
CoreWeave
Neocloud
$102.37
+1.97%
−17.99%
−20.54%
+37.58%
+19.38%
+29.06%
−24.20%
—
—
—
23.33M
55.85B
-32.53
-41.1
+0.57
-126.35
-5.72
7.04
9.0
-0.57
11.44
14.97
-0.35
21.12
28.76
-0.67
9.11
38.21
-0.94
-5.13
-5.88
+0.44
0.00%
0.00%
—
L7DC REITs & Construction
5 namesExpensiveEV/EBITDA avg z +2.49 across the layerBest: EV/EBITDA, Div yield (REITs) · Avoid: P/E for REITsⓘDLR & EQIX are REITs — depreciation buries earnings, so P/E is structurally meaningless; EV/EBITDA proxies P/FFO and dividend yield confirms. Contractors (FIX, PWR) read fine on P/E + EV/EBITDA.Value plays: none (layer expensive)
DC REIT2 names
1–2 of 2
EQIX
Equinix
DC REIT
$1,062.74
−1.68%
+1.14%
+0.12%
+13.03%
+47.89%
+40.53%
+19.47%
+50.31%
+44.76%
+7.68%
404.81K
104.81B
73.50
105.3
-0.91
55.28
-1.43
11.11
9.3
+1.26
7.33
5.88
+1.98
45.46
26.88
+3.58
27.47
24.49
+0.71
-105.13
-286.90
+0.12
1.81%
1.80%
+0.02
DLR
Digital Realty Trust
DC REIT
$182.15
−2.48%
−1.54%
−6.48%
+2.08%
+14.80%
+18.29%
+6.57%
+91.78%
+34.37%
+6.09%
2.38M
65.15B
48.18
74.1
-0.71
63.60
-0.29
9.90
8.9
+0.65
2.81
2.53
+0.78
27.71
24.36
+1.06
25.71
22.77
+0.71
-91.10
-22.89
-0.25
2.68%
3.38%
-1.20
Builder3 names
1–3 of 3
FIX
Comfort Systems USA
Builder
$1,852.03
+0.44%
+3.59%
−4.60%
+35.00%
+84.51%
+84.70%
+271.88%
+1161.15%
+2115.83%
+85.83%
354.22K
65.16B
53.46
23.3
+3.24
34.65
+1.22
6.43
1.6
+3.91
23.15
6.21
+3.74
27.38
13.00
+3.13
39.34
16.94
+2.61
47.33
20.35
+2.63
0.12%
0.52%
-1.61
PWR
Quanta Services
Builder
$693.81
−0.19%
+0.92%
−7.58%
+22.17%
+49.33%
+57.83%
+93.14%
+295.64%
+653.64%
+49.77%
845.66K
104.11B
95.19
38.2
+2.93
42.15
+0.20
3.46
1.3
+2.99
11.51
4.03
+3.04
32.40
16.55
+2.25
44.36
13.56
+0.42
62.73
79.82
-0.06
0.06%
0.20%
-1.13
EME
EMCOR Group
Builder
$823.79
+0.78%
−0.86%
−10.85%
+14.60%
+29.80%
+29.13%
+70.51%
+401.69%
+555.66%
+45.66%
358.95K
36.69B
27.57
21.3
+0.81
25.22
+0.50
2.06
0.9
+2.45
9.47
4.30
+2.15
17.34
10.31
+2.45
30.83
15.72
+2.83
34.12
17.67
+2.67
0.14%
0.33%
-1.70
L6Networking & Optics
13 namesFairEV/EBITDA avg z +0.97 across the layerBest: EV/EBITDA, P/S (growth), P/E + div (mature) · Avoid: P/E (layer-wide)ⓘHeterogeneous: hyper-growth optics/connectivity (ALAB, CRDO, AAOI) trade on P/S; mature CSCO/NOK on P/E + dividend; ANET on P/E + P/FCF. EV/EBITDA is the only common lens. Layer-wide P/E is muddied by loss-makers.Value plays: ALAB · CRDO
Optics4 names
1–4 of 4
AAOI
Applied Optoelectronics
Optics
$196.64
+11.10%
+5.91%
+24.81%
+77.76%
+649.39%
+396.57%
+1109.35%
+8797.74%
+2162.83%
+86.61%
14.85M
15.78B
-297.85
-15.6
-5.79
41.21
+1.17
30.63
2.6
+6.28
14.04
2.03
+4.94
72.83
50.46
+0.79
-71.53
-76.86
+0.01
-33.28
-11.01
-2.05
0.00%
0.00%
—
MRVL
Marvell Technology
Optics
$288.85
+9.63%
+31.64%
+80.52%
+211.92%
+194.53%
+223.53%
+344.49%
+377.52%
+484.91%
+42.37%
84.18M
252.69B
98.70
-89.3
+1.48
46.80
+1.07
29.01
9.4
+5.00
13.88
3.49
+6.40
54.85
48.82
+0.28
125.48
43.70
+4.06
154.94
54.25
+3.79
0.08%
0.59%
-1.49
LITE
Lumentum
Optics
$895.40
+3.68%
−1.06%
+0.32%
+39.76%
+173.11%
+131.90%
+996.77%
+1614.67%
+1016.60%
+62.02%
5.09M
69.66B
166.18
8.5
+0.67
49.47
+0.17
25.80
4.4
+4.56
21.59
5.88
+1.81
133.34
122.84
+0.06
190.40
41.59
+2.80
755.59
-44.11
+2.50
0.00%
0.00%
—
COHR
Coherent Corp.
Optics
$401.93
+6.62%
+10.76%
+25.92%
+59.29%
+126.63%
+106.83%
+404.62%
+976.41%
+469.39%
+41.61%
5.55M
78.63B
191.89
-15.5
+1.61
49.65
+0.51
11.90
2.4
+5.69
7.36
2.26
+4.67
35.85
16.76
+3.32
562.38
32.25
+6.86
-146.64
100.20
-1.24
0.00%
0.00%
—
Interconnect2 names
1–2 of 2
ALAB
Astera Labs
Interconnect
$346.33
+9.23%
+8.20%
+77.02%
+183.16%
+127.09%
+92.88%
+281.80%
—
—
—
5.04M
59.36B
233.44
51.0
+0.94
82.33
+0.16
59.23
41.2
+1.15
39.71
16.33
+1.69
79.98
222.98
-1.44
163.64
105.70
+1.99
183.02
128.00
+1.50
0.00%
0.00%
—
CRDO
Credo Technology
Interconnect
$222.27
+7.43%
−1.69%
+18.05%
+91.65%
+22.86%
+55.19%
+204.48%
+1243.83%
—
—
8.72M
41B
89.55
141.5
-0.06
25.58
-0.12
30.67
22.3
+0.80
22.15
11.19
+1.40
64.99
739.96
-1.59
126.01
544.20
-0.29
150.45
475.36
-0.15
0.00%
0.00%
—
Networking4 names
1–4 of 4
CSCO
Cisco
Networking
$124.15
+2.06%
+2.32%
+34.71%
+63.79%
+61.38%
+64.15%
+96.55%
+171.19%
+165.16%
+21.53%
24.28M
489.33B
40.47
37.4
+0.03
26.01
-0.10
8.05
4.2
+5.51
10.01
5.28
+5.46
21.61
13.31
+3.09
37.96
15.48
+5.47
41.94
16.41
+5.55
1.33%
2.85%
-3.54
ANET
Arista Networks
Networking
$156.40
+1.38%
−8.37%
+10.34%
+14.02%
+21.66%
+17.07%
+64.32%
+275.33%
+595.63%
+47.39%
6.04M
196.93B
53.55
42.4
+0.66
35.15
-0.43
20.28
12.1
+1.82
14.60
9.65
+1.69
33.99
29.10
+0.58
36.73
39.40
-0.18
37.75
41.06
-0.20
0.00%
0.00%
—
AVGO
Broadcom
Networking
$396.60
+2.82%
−13.78%
−3.87%
+14.95%
+4.50%
+14.33%
+53.82%
+422.44%
+844.88%
+56.70%
37.03M
1.88T
66.02
50.7
+0.42
20.50
-0.84
24.89
10.8
+2.07
23.52
10.18
+2.39
49.91
22.41
+2.38
57.52
25.03
+1.91
59.03
25.85
+1.92
0.63%
2.36%
-1.69
NVDA
Nvidia
Networking
$208.64
+1.73%
−6.90%
−1.24%
+14.37%
+13.91%
+10.61%
+49.25%
+425.69%
+1106.12%
+64.54%
137.82M
5.05T
31.95
65.0
-0.92
16.45
-1.35
19.94
21.4
-0.17
25.85
27.37
-0.11
30.26
48.06
-0.96
40.50
57.60
-0.68
47.97
67.77
-0.58
0.02%
0.12%
-0.87
AI-RAN2 names
1–2 of 2
NOK
Nokia
AI-RAN
$14.59
+1.46%
−10.22%
+18.14%
+84.92%
+136.85%
+124.12%
+173.71%
+291.01%
+195.85%
+24.23%
102.55M
81.45B
91.02
-44.8
+0.45
29.97
+0.25
3.52
1.1
+5.96
3.34
1.41
+4.56
13.23
7.69
+1.83
35.90
-4.83
+0.35
51.01
335.51
-0.16
0.82%
1.73%
-0.73
ERIC
Ericsson
AI-RAN
$12.52
−0.32%
−6.01%
+6.46%
+12.03%
+33.45%
+33.73%
+52.03%
+171.12%
+15.56%
+2.93%
6.09M
41.58B
15.78
156.4
-0.25
18.44
-0.25
1.57
1.1
+1.75
3.88
2.88
+1.15
8.65
7.83
+0.29
11.10
12.71
-0.25
11.95
17.16
-0.45
1.66%
1.86%
-0.24
Fiber1 name
1–1 of 1
GLW
Corning Inc.
Fiber
$187.54
+5.61%
+6.13%
+2.98%
+45.55%
+120.22%
+107.54%
+272.77%
+551.20%
+399.04%
+37.92%
12M
161.4B
90.01
59.3
+0.45
44.79
-0.21
10.42
2.7
+5.20
14.40
3.15
+5.24
31.46
14.15
+3.97
56.21
15.67
+4.38
108.90
49.47
+0.69
0.60%
2.56%
-2.69
L5Servers & Assembly
4 namesFairEV/EBITDA avg z +0.82 across the layerBest: EV/EBITDA, P/FCF · Avoid: P/EⓘRazor-thin assembly margins (DELL, SMCI, Foxconn, Delta) make P/E swing violently on tiny margin moves. EV/EBITDA and P/FCF are steadier; P/B reads well for the asset-heavy ODMs. SMCI carries accounting-quality risk.Value plays: none
PSU1 name
1–1 of 1
2308.TW
Delta Electronics
PSU
2,415.00 TWD
+7.10%
+2.33%
+7.57%
+97.95%
+155.56%
+142.71%
+563.42%
+776.27%
+810.39%
+55.54%
15.55M
6.27T
88.89
27.1
+5.14
37.18
+0.84
10.49
2.4
+5.47
20.86
4.84
+5.25
27.96
14.08
+3.87
61.27
17.21
+5.28
117.86
41.63
+1.86
0.48%
2.50%
-1.99
ODM1 name
1–1 of 1
2317.TW
Foxconn (TW listed)
ODM
277.50 TWD
+2.97%
−7.96%
+10.12%
+31.83%
+22.25%
+19.61%
+87.96%
+198.75%
+207.89%
+25.22%
73.43M
3.89T
19.37
12.1
+2.36
12.93
+0.26
0.44
0.3
+2.18
2.13
1.20
+2.66
6.62
6.80
-0.11
12.72
7.12
+0.45
28.19
25.49
+0.04
2.66%
4.16%
-1.39
OEM2 names
1–2 of 2
DELL
Dell Technologies
OEM
$400.77
+1.62%
−13.99%
+74.04%
+174.39%
+190.50%
+215.94%
+263.86%
+829.94%
+735.90%
+52.91%
8.52M
260.33B
31.85
12.2
+1.96
18.95
+0.68
0.96
0.2
+4.51
-105.79
-16.90
-4.15
8.08
9.08
-0.47
21.54
6.84
+3.13
31.41
13.01
+1.50
0.55%
0.95%
-0.41
SMCI
Super Micro Computer
OEM
$43.99
+5.64%
−6.16%
+30.84%
+37.55%
+28.51%
+42.09%
+7.90%
+90.42%
+1111.51%
+64.69%
31.6M
26.46B
23.20
20.2
+0.27
13.57
-0.60
0.78
1.0
-0.19
3.49
3.17
+0.11
14.56
14.47
+0.01
-4.55
18.74
-0.18
-4.45
21.91
-0.20
0.00%
0.00%
—
L4AI Accelerators
7 namesFairP/E avg z +0.30 across the layerBest: Fwd P/E, EV/EBITDAⓘFabless, asset-light, hypergrowth with real cash. Earnings grew with price, so P/E z stays tame and is informative; P/S and P/B look stretched only because growth outran sales/book. Use P/S only for pre-profit names (CBRS).Value plays: none
GPU3 names
1–3 of 3
INTC
Intel
GPU
$110.27
+11.19%
+0.86%
+0.59%
+141.93%
+172.27%
+180.02%
+451.63%
+261.44%
+111.40%
+16.15%
136.45M
554.22B
-176.07
94.9
-0.43
71.63
-0.04
10.30
2.9
+5.93
4.97
2.15
+3.03
18.16
11.67
+1.11
56.16
10.71
+5.88
-179.71
-4.76
-5.30
0.00%
2.38%
-1.89
AMD
Advanced Micro Devices
GPU
$490.33
+5.14%
−3.88%
+20.04%
+141.92%
+127.03%
+119.42%
+323.83%
+310.42%
+513.22%
+43.72%
25.1M
799.53B
160.93
-71.0
+0.19
37.50
+0.09
21.34
8.4
+4.18
12.40
11.56
+0.10
43.90
45.66
-0.11
83.19
23.06
+0.15
94.36
64.86
+0.22
0.00%
0.00%
—
NVDA
Nvidia
GPU
$208.64
+1.73%
−6.90%
−1.24%
+14.37%
+13.91%
+10.61%
+49.25%
+425.69%
+1106.12%
+64.54%
137.82M
5.05T
31.95
65.0
-0.92
16.45
-1.35
19.94
21.4
-0.17
25.85
27.37
-0.11
30.26
48.06
-0.96
40.50
57.60
-0.68
47.97
67.77
-0.58
0.02%
0.12%
-0.87
ASIC2 names
1–2 of 2
MRVL
Marvell Technology
ASIC
$288.85
+9.63%
+31.64%
+80.52%
+211.92%
+194.53%
+223.53%
+344.49%
+377.52%
+484.91%
+42.37%
84.18M
252.69B
98.70
-89.3
+1.48
46.80
+1.07
29.01
9.4
+5.00
13.88
3.49
+6.40
54.85
48.82
+0.28
125.48
43.70
+4.06
154.94
54.25
+3.79
0.08%
0.59%
-1.49
AVGO
Broadcom
ASIC
$396.60
+2.82%
−13.78%
−3.87%
+14.95%
+4.50%
+14.33%
+53.82%
+422.44%
+844.88%
+56.70%
37.03M
1.88T
66.02
50.7
+0.42
20.50
-0.84
24.89
10.8
+2.07
23.52
10.18
+2.39
49.91
22.41
+2.38
57.52
25.03
+1.91
59.03
25.85
+1.92
0.63%
2.36%
-1.69
Wafer-scale1 name
1–1 of 1
CBRS
Cerebras Systems
Wafer-scale
$237.83
+18.32%
+11.51%
—
—
—
−23.54%
—
—
—
—
8.65M
52.23B
215.23
219.4
-0.18
282.69
+2.70
13.99
14.3
-0.18
-88.46
-90.18
+0.18
—
—
—
—
—
—
—
—
—
—
—
—
Power IC1 name
1–1 of 1
MPWR
Monolithic Power Systems
Power IC
$1,559.18
+5.28%
+1.09%
−1.06%
+47.11%
+64.26%
+66.86%
+130.67%
+219.50%
+374.90%
+36.56%
870.77K
76.6B
112.33
70.0
+1.54
51.70
-0.66
25.90
15.2
+2.55
20.83
13.42
+2.01
61.21
57.58
+0.22
92.27
54.35
+2.49
121.96
72.42
+2.56
0.43%
0.70%
-1.65
L3Memory & Storage
6 namesExpensiveP/B avg z +4.47 across the layerBest: P/B, EV/EBITDA · Avoid: P/E, P/SⓘThe most cyclical layer. Memory bottoms near ~1x book and tops at 2–3x — P/B is the cycle dial. EBITDA stays positive through the cycle while net income goes negative. A low P/E here is a value trap at the top, not a buy.Value plays: none (layer expensive)
HBM3 names
1–3 of 3
000660.KS
SK Hynix
HBM
2,215,000.00 KRW
+15.91%
−6.31%
+33.88%
+139.65%
+318.58%
+227.69%
+1013.63%
+2553.25%
+1806.10%
+80.31%
6.36M
1572.33T
19.44
9.4
+0.61
5.79
-0.22
11.01
2.4
+5.74
8.85
1.76
+5.74
5.91
7.22
-0.16
20.67
8.59
+1.19
34.96
13.37
+0.59
0.15%
1.21%
-1.83
MU
Micron Technology
HBM
$949.28
+9.87%
−8.33%
+46.80%
+143.93%
+319.18%
+201.08%
+795.24%
+1291.73%
+1137.39%
+65.39%
53.8M
1.07T
44.82
13.6
+0.94
8.77
-0.14
18.42
3.7
+6.12
14.78
2.31
+7.01
12.70
10.58
+0.18
35.37
11.79
+1.92
105.44
79.13
+0.13
0.05%
0.27%
-0.75
005930.KS
Samsung Electronics
HBM
322,000.00 KRW
+8.97%
−7.59%
+18.78%
+71.71%
+223.12%
+151.49%
+505.51%
+438.27%
+341.01%
+34.55%
31.85M
2114.43T
24.41
14.9
+1.44
5.68
-1.41
4.54
1.5
+5.28
4.24
1.51
+5.33
7.11
5.21
+0.93
18.65
7.65
+4.23
35.98
16.15
+0.56
0.55%
2.27%
-2.81
Storage3 names
1–3 of 3
SNDK
Sandisk
Storage
$1,642.00
+5.30%
−6.78%
+22.54%
+178.91%
+669.77%
+496.57%
+4097.34%
—
—
—
8.16M
243.16B
57.08
-9.7
+1.82
8.97
+0.51
18.43
5.1
+2.53
17.64
4.55
+2.60
18.90
20.84
-0.18
55.57
-297.74
+0.32
57.80
44.21
+0.20
0.00%
0.00%
—
STX
Seagate Technology
Storage
$876.77
+3.46%
−4.83%
+14.40%
+134.63%
+231.52%
+205.45%
+595.43%
+1449.14%
+923.89%
+59.24%
2.48M
198.37B
83.22
9.6
+2.58
32.77
+0.81
17.87
2.5
+6.11
179.68
-13.21
+1.17
28.78
19.30
+0.54
69.79
16.66
+4.45
83.24
22.90
+4.08
0.33%
3.71%
-2.35
WDC
Western Digital
Storage
$526.93
+2.97%
−3.50%
+13.61%
+101.12%
+227.53%
+180.94%
+859.78%
+1697.07%
+835.51%
+56.39%
6.22M
181.62B
31.45
-2.6
+0.57
29.61
+0.54
15.44
1.5
+5.81
18.78
2.34
+4.96
27.89
33.10
-0.09
62.06
0.78
+1.50
70.20
26.57
+0.52
0.09%
1.63%
-0.64
L2Foundry & Packaging
6 namesExpensiveEV/EBITDA avg z +1.67 across the layerBest: EV/EBITDA, P/B · Avoid: P/E, P/FCFⓘCapital-intensive fabs and OSAT. Enormous D&A distorts P/E; differing leverage demands EV/EBITDA. P/B is a replacement-cost / cyclical gauge and survives INTC’s negative earnings. P/FCF is meaningless in peak-capex.Value plays: none (layer expensive)
Foundry4 names
1–4 of 4
INTC
Intel
Foundry
$110.27
+11.19%
+0.86%
+0.59%
+141.93%
+172.27%
+180.02%
+451.63%
+261.44%
+111.40%
+16.15%
136.45M
554.22B
-176.07
94.9
-0.43
71.63
-0.04
10.30
2.9
+5.93
4.97
2.15
+3.03
18.16
11.67
+1.11
56.16
10.71
+5.88
-179.71
-4.76
-5.30
0.00%
2.38%
-1.89
005930.KS
Samsung Electronics
Foundry
322,000.00 KRW
+8.97%
−7.59%
+18.78%
+71.71%
+223.12%
+151.49%
+505.51%
+438.27%
+341.01%
+34.55%
31.85M
2114.43T
24.41
14.9
+1.44
5.68
-1.41
4.54
1.5
+5.28
4.24
1.51
+5.33
7.11
5.21
+0.93
18.65
7.65
+4.23
35.98
16.15
+0.56
0.55%
2.27%
-2.81
TSM
Taiwan Semiconductor (TSMC)
Foundry
$426.80
+2.80%
−2.03%
+3.05%
+22.74%
+46.51%
+33.91%
+112.49%
+351.37%
+295.88%
+31.68%
11.22M
2.21T
35.47
24.3
+1.65
21.85
-0.36
16.66
9.4
+2.47
12.01
6.52
+2.65
18.16
12.67
+1.48
27.90
15.03
+2.60
61.17
44.12
+0.94
0.70%
1.72%
-1.27
688981
SMIC
Foundry
127.30 CNY
+4.41%
−3.87%
+3.94%
+19.58%
+12.99%
−2.00%
+51.57%
+102.79%
+126.44%
+17.76%
76.97M
1.02T
193.86
102.0
+1.41
105.98
+0.06
3.56
2.9
+0.68
6.53
4.21
+1.27
34.65
26.65
+0.99
31.85
26.54
+0.39
-39.00
-59.40
+0.23
0.00%
0.00%
—
OSAT2 names
1–2 of 2
ASX
ASE Technology Holding
OSAT
$35.52
+4.38%
−6.94%
+6.54%
+63.99%
+134.30%
+110.68%
+282.11%
+417.78%
+445.53%
+40.40%
10.96M
77.93B
52.73
15.7
+4.17
22.39
+0.75
3.59
1.0
+5.20
7.11
2.02
+5.40
12.99
6.79
+3.07
15.52
5.93
+4.72
-205.52
13.32
-4.67
0.74%
3.04%
-1.62
AMKR
Amkor Technology
OSAT
$68.29
+5.14%
−6.02%
−5.40%
+58.49%
+58.63%
+59.59%
+265.79%
+186.18%
+215.97%
+25.87%
4.4M
16.93B
38.96
17.5
+1.92
27.85
+0.92
2.39
0.9
+3.75
3.73
1.69
+3.63
9.10
4.94
+2.41
14.01
5.60
+3.82
101.92
24.82
+3.15
0.49%
0.63%
-0.27
L1Chip Design & Equipment
16 namesExpensiveP/E avg z +1.98 across the layerBest: Fwd P/E, P/FCFⓘEDA/IP (SNPS, CDNS, ARM) is software-like; WFE (ASML, AMAT, KLAC, LRCX) is high-margin cyclical that throws off cash. Both reward earnings + free-cash-flow lenses. EV/EBITDA is the least-stretched cross-check; ARM trades on P/S.Value plays: none (layer expensive)
Niche4 names
1–4 of 4
042700.KS
Hanmi Semiconductor
Niche
276,500.00 KRW
+9.07%
−5.80%
−29.77%
−17.24%
+123.99%
+91.60%
+253.13%
+1270.68%
+1660.94%
+77.48%
902.39K
26.23T
139.86
33.0
+3.30
49.28
+0.50
51.75
14.3
+2.08
39.08
9.21
+2.99
117.24
36.57
+1.71
154.33
39.78
+1.22
233.67
112.24
+0.68
0.31%
1.46%
-1.11
BESI
BE Semiconductor Industries
Niche
€288.20
+2.60%
+0.97%
+7.71%
+80.85%
+105.58%
+89.58%
+138.64%
+190.33%
+367.74%
+36.15%
70.52K
22.83B
148.38
40.6
+4.01
48.60
+0.30
35.23
10.8
+3.71
48.74
14.49
+3.59
60.39
27.74
+2.09
98.44
37.09
+3.02
105.32
38.36
+3.09
0.56%
4.00%
-1.16
6146.T
Disco Corporation
Niche
71,520.00 JPY
+5.99%
+10.79%
−3.07%
−0.18%
+63.58%
+39.99%
+111.91%
+359.47%
+593.09%
+47.28%
1.77M
7.76T
55.98
33.3
+1.54
52.55
+1.31
17.32
8.6
+1.88
12.87
6.61
+1.69
26.10
19.07
+0.79
301.17
96.53
+2.48
514.15
-39.13
+0.50
0.72%
1.55%
-1.28
6920.T
Lasertec
Niche
40,480.00 JPY
+3.53%
+3.31%
−8.07%
+20.86%
+45.05%
+27.88%
+180.48%
+129.98%
+112.87%
+16.31%
2.64M
3.63T
41.52
58.7
-0.55
37.06
-0.69
14.55
15.6
-0.12
16.27
19.56
-0.29
22.99
37.63
-0.67
52.26
104.47
-0.22
53.12
14.98
+0.04
0.85%
0.78%
+0.14
Materials3 names
1–3 of 3
Q
Qnity Electronics
Materials
$144.45
+1.69%
−4.92%
+0.65%
+26.50%
+73.28%
+70.18%
—
—
—
—
1.38M
30.24B
46.59
38.2
+1.03
30.36
-0.97
6.11
5.3
+0.97
4.21
3.13
+1.18
19.23
16.80
+1.09
25.29
20.77
+1.03
33.83
27.33
+1.04
—
—
—
4063.T
Shin-Etsu Chemical
Materials
6,836.00 JPY
−0.39%
−8.58%
−9.80%
+10.69%
+46.57%
+39.39%
+51.55%
+81.40%
+104.72%
+15.41%
6.3M
12.71T
27.02
17.9
+1.77
20.73
+0.55
4.92
3.7
+1.28
2.84
2.22
+1.46
11.81
8.28
+1.41
19.02
19.60
-0.56
35.71
36.79
-0.56
1.55%
1.90%
-0.81
7741.T
Hoya Corp
Materials
25,605.00 JPY
+1.29%
−2.76%
−6.08%
−8.53%
+9.77%
+6.72%
+44.49%
+76.34%
+96.82%
+14.50%
971.5K
8.57T
34.69
33.6
+0.17
37.48
+0.61
9.15
7.6
+0.91
8.49
6.53
+1.55
24.87
20.20
+1.19
31.24
27.33
+0.72
39.21
34.12
+0.68
1.01%
0.82%
+0.82
Test1 name
1–1 of 1
6857.T
Advantest
Test
26,330.00 JPY
+4.34%
−0.25%
−8.77%
+2.96%
+27.78%
+24.16%
+268.91%
+857.48%
+1013.85%
+61.94%
8.79M
19.1T
51.04
30.8
+1.14
110.76
+4.49
16.84
6.2
+2.65
23.89
8.50
+2.57
27.64
18.45
+0.96
56.99
41.13
+0.36
63.40
388.43
-0.23
0.23%
1.23%
-1.22
WFE5 names
1–5 of 5
AMAT
Applied Materials
WFE
$492.17
+8.64%
+7.42%
+20.00%
+45.39%
+83.12%
+83.51%
+201.96%
+274.10%
+281.24%
+30.69%
9.72M
390.76B
46.24
20.0
+3.90
30.44
+1.55
13.46
4.7
+4.41
16.34
7.87
+3.80
35.89
15.06
+3.96
49.20
18.60
+4.86
73.60
22.34
+5.55
0.39%
1.05%
-1.52
LRCX
Lam Research
WFE
$324.45
+6.98%
+2.31%
+13.24%
+53.66%
+106.79%
+75.53%
+284.91%
+438.79%
+439.72%
+40.10%
11.46M
405.75B
61.24
22.4
+4.02
40.85
+1.91
18.71
5.7
+4.34
38.33
11.80
+4.47
33.74
16.56
+2.47
58.66
21.18
+4.23
67.94
23.88
+4.33
0.31%
1.23%
-1.82
KLAC
KLA Corporation
WFE
$2,108.06
+9.27%
+8.66%
+19.71%
+47.70%
+74.95%
+65.83%
+167.92%
+377.82%
+605.91%
+47.83%
1.17M
275.37B
59.59
25.4
+3.71
42.28
+1.83
21.05
7.3
+4.26
47.26
19.76
+2.96
33.26
17.05
+2.84
63.10
22.52
+4.62
69.22
24.75
+4.63
0.36%
1.33%
-1.48
8035.T
Tokyo Electron
WFE
59,920.00 JPY
+8.91%
+12.20%
+15.71%
+45.79%
+91.27%
+64.70%
+164.86%
+305.95%
+336.59%
+34.28%
5.9M
27.37T
47.28
23.0
+2.62
46.81
+2.57
11.01
4.5
+3.34
13.00
6.01
+3.48
22.70
14.58
+1.26
50.42
27.01
+2.03
82.12
37.67
+2.44
1.06%
2.59%
-1.37
ASML
ASML Holding
WFE
$1,749.04
+6.54%
+7.40%
+15.33%
+29.13%
+58.11%
+50.82%
+135.74%
+146.95%
+168.22%
+21.81%
2.06M
674.11B
58.32
40.3
+1.94
36.62
-0.39
17.25
10.7
+2.30
28.09
17.10
+1.50
33.50
30.06
+0.50
56.95
37.38
+1.20
67.27
52.41
+0.46
0.43%
0.79%
-1.43
IP1 name
1–1 of 1
ARM
Arm Holdings
IP
$346.39
+1.01%
−15.28%
+62.39%
+194.47%
+146.56%
+201.92%
+167.38%
—
—
—
9.04M
369.97B
409.25
351.5
+0.17
113.16
-0.70
74.91
36.5
+3.66
44.48
21.71
+3.63
137.65
241.54
-0.77
242.75
153.40
+1.16
377.88
224.72
+0.85
0.00%
0.00%
—
EDA2 names
1–2 of 2
CDNS
Cadence Design Systems
EDA
$394.24
+4.80%
−4.81%
+10.46%
+32.27%
+16.88%
+27.01%
+33.06%
+69.65%
+214.91%
+25.79%
2.58M
108.74B
92.04
60.5
+1.75
42.01
-1.03
19.67
13.8
+1.44
16.57
15.96
+0.16
38.44
42.00
-0.34
67.55
43.47
+1.70
75.47
48.02
+1.72
0.00%
0.00%
—
SNPS
Synopsys
EDA
$473.48
+1.86%
−3.82%
−6.28%
+8.29%
+2.10%
−1.44%
−1.81%
+4.16%
+84.91%
+13.08%
1.58M
90.66B
109.54
61.6
+1.16
27.47
-0.83
10.45
10.0
+0.14
2.97
7.52
-1.52
38.88
38.02
+0.09
32.53
40.20
-0.57
34.54
46.48
-0.77
0.00%
0.00%
—
L0Power & Cooling
17 namesFairEV/EBITDA avg z +0.72 across the layerBest: EV/EBITDA, Div yieldⓘMixed utilities, IPPs and electrical-equipment names. EV/EBITDA neutralizes the heavy leverage and capex; dividend yield is the classic gauge for the regulated/utility sleeve. Fuel-cell names (BE, FCEL) are pre-profit — only P/S applies there.Value plays: 6367.T · BE
Fuel Cells4 names
1–4 of 4
CWR
Ceres Power Holdings
Fuel Cells
650.81p
+0.13%
−20.20%
−13.33%
+111.59%
+85.19%
+202.89%
+725.40%
+122.76%
−36.89%
−8.80%
225.35K
1.27B
-26.51
-57.5
+0.45
-822.77
-11.20
—
—
—
11.76
5.76
+1.25
—
—
—
—
—
—
-69.31
-45.59
-0.46
0.00%
0.00%
—
BE
Bloom Energy
Fuel Cells
$253.57
−3.81%
−7.29%
−1.96%
+67.57%
+114.73%
+156.94%
+1139.95%
+1716.40%
+899.88%
+58.49%
8.6M
72.13B
-4495.92
52.0
-2.13
58.29
+0.00
29.43
4.2
+4.48
78.21
13.38
+0.48
172.71
571.23
-1.21
272.56
4.96
+2.13
354.39
32.84
+2.09
0.00%
0.00%
—
336260.KS
Doosan Fuel Cell
Fuel Cells
72,000.00 KRW
+0.14%
−19.53%
−5.38%
+78.69%
+126.73%
+148.62%
+331.48%
+124.26%
+54.06%
+9.03%
770.29K
5.68T
-43.56
208.7
-0.71
-1542.97
-4.93
9.25
5.6
+1.94
15.66
6.32
+2.19
544.19
207.91
+2.06
-132.77
24.83
-1.17
-80.76
-10.33
-0.87
0.00%
0.00%
—
FCEL
FuelCell Energy
Fuel Cells
$15.50
−10.56%
−27.26%
+26.22%
+110.03%
+92.31%
+89.72%
+198.08%
−76.19%
−95.42%
−46.02%
18.34M
1.05B
-2.36
-7.3
+0.48
-10.73
-0.33
4.86
11.4
-0.37
1.37
2.92
-0.36
151.25
149.58
+0.11
-7.57
-12.33
+0.22
-7.02
-15.85
+0.28
0.00%
0.00%
—
Cooling3 names
1–3 of 3
JCI
Johnson Controls
Cooling
$144.05
+0.28%
+7.57%
+3.45%
+8.57%
+26.53%
+18.14%
+41.73%
+152.84%
+136.76%
+18.81%
4.42M
87.89B
25.76
41.9
-0.32
25.14
-0.34
3.60
1.8
+2.77
6.50
2.72
+3.04
21.46
15.57
+1.86
50.89
22.81
+2.87
64.75
33.32
+2.03
1.09%
2.19%
-1.79
6367.T
Daikin Industries
Cooling
23,265.00 JPY
−0.75%
+2.93%
−3.97%
+20.09%
+16.03%
+16.23%
+47.18%
−3.31%
+25.28%
+4.61%
1.05M
6.81T
24.89
27.0
-0.28
23.49
-0.46
1.36
1.8
-0.77
2.10
2.90
-1.03
8.24
12.06
-1.34
14.71
20.39
-0.54
26.66
205.86
-0.24
1.45%
1.14%
+0.87
TT
Trane Technologies
Cooling
$458.92
+0.46%
+2.56%
−2.10%
+7.59%
+13.75%
+15.85%
+7.50%
+184.75%
+167.64%
+21.76%
1.08M
101.45B
35.50
27.3
+0.98
26.96
-0.04
4.70
2.8
+1.60
11.82
6.98
+1.52
22.28
17.37
+1.19
28.61
23.59
+0.74
31.76
28.02
+0.44
0.84%
1.52%
-1.20
Nuclear1 name
1–1 of 1
BWXT
BWX Technologies
Nuclear
$187.46
+0.81%
−0.49%
−10.57%
−6.20%
+5.41%
+3.37%
+46.20%
+213.00%
+209.31%
+25.34%
872.9K
17.17B
49.99
29.2
+1.75
36.09
+0.58
5.09
3.2
+1.85
13.41
11.08
+0.61
45.31
21.58
+3.00
33.02
25.74
+0.65
52.51
69.05
-0.13
0.54%
1.16%
-1.82
Fuel1 name
1–1 of 1
CCJ
Cameco
Fuel
$105.44
+1.93%
−6.35%
−11.18%
−9.21%
+12.06%
+6.98%
+75.99%
+250.02%
+399.99%
+37.97%
2.16M
45.92B
98.19
-7.4
+0.39
55.41
+0.23
18.06
7.7
+2.24
9.04
3.23
+2.41
76.45
51.92
+0.56
52.18
7.32
+0.27
73.43
38.69
+0.61
0.17%
0.44%
-0.68
Generation4 names
1–4 of 4
NEE
NextEra Energy
Generation
$84.01
−2.13%
+1.15%
−9.32%
−8.03%
+2.17%
+5.28%
+20.90%
+25.80%
+32.25%
+5.75%
9.54M
175.21B
21.33
33.2
-0.62
19.10
-0.73
6.35
6.7
-0.32
3.17
3.39
-0.33
20.74
20.34
+0.10
14.26
15.33
-0.31
74.39
103.80
-0.02
2.76%
2.35%
+0.97
TLN
Talen Energy
Generation
$364.78
+0.01%
−3.29%
−6.60%
+8.85%
−0.86%
−8.05%
+42.53%
+684.47%
—
—
357.7K
16.67B
-427.54
-16.7
-3.12
10.26
+0.20
3.55
3.9
-0.47
15.43
6.31
+1.34
10.41
19.18
-0.64
17.97
116.69
-0.36
23.01
-123.20
+0.30
0.00%
0.00%
—
VST
Vistra Corp.
Generation
$146.90
−1.25%
−5.08%
−4.58%
−10.10%
−16.34%
−10.97%
−13.59%
+518.57%
+787.59%
+54.75%
3.32M
49.53B
24.53
11.5
+0.42
13.41
+0.06
3.02
1.4
+1.83
15.91
6.47
+1.19
20.18
13.59
+0.38
10.75
9.33
+0.08
27.85
0.48
+0.73
0.62%
1.74%
-0.98
CEG
Constellation Energy
Generation
$250.67
−1.63%
−5.66%
−19.35%
−22.27%
−31.80%
−31.36%
−13.07%
+187.84%
—
—
3.62M
89.51B
21.77
-8.5
+0.39
18.41
+0.34
3.18
2.4
+0.66
2.71
4.41
-0.80
19.35
26.77
-0.16
19.48
10.15
+0.15
78.05
-28.38
+0.96
0.63%
0.64%
-0.01
Electrical2 names
1–2 of 2
GEV
GE Vernova
Electrical
$933.85
+0.03%
−1.76%
−10.69%
+12.57%
+48.64%
+37.61%
+93.24%
—
—
—
1.84M
250.94B
27.21
76.5
-1.16
38.10
-0.91
6.38
4.8
+1.23
18.03
14.05
+0.76
76.37
62.85
+0.96
28.18
42.42
-1.88
33.75
56.30
-1.86
0.16%
0.15%
+0.61
ETN
Eaton Corporation
Electrical
$403.14
+1.82%
+0.76%
+1.28%
+14.59%
+19.65%
+23.89%
+24.91%
+134.10%
+198.18%
+24.42%
2.1M
156.54B
39.41
28.1
+1.34
25.64
-0.28
5.49
3.4
+1.51
7.94
4.34
+1.87
23.96
17.69
+1.23
33.09
23.58
+1.08
41.55
29.98
+0.97
1.05%
2.10%
-1.23
Cooling+Power2 names
1–2 of 2
VRT
Vertiv Holdings
Cooling+Power
$300.57
+0.02%
−7.06%
−11.60%
+13.73%
+64.70%
+71.20%
+168.17%
+1454.63%
+1049.83%
+62.98%
4.75M
115.45B
75.45
130.6
-0.16
34.01
-0.28
10.64
3.4
+2.84
27.19
10.44
+2.06
40.95
21.90
+2.57
45.73
41.82
+0.02
51.67
-21.44
+0.30
0.07%
0.05%
+0.31
SU
Schneider Electric
Cooling+Power
€272.90
+0.89%
−2.06%
+0.78%
+10.18%
+15.65%
+15.90%
+23.06%
+76.22%
+118.43%
+16.91%
107.85K
153.55B
37.07
26.1
+1.80
23.79
-0.39
2.17
1.4
+2.22
6.28
3.44
+2.48
7.50
5.81
+0.83
8.53
5.74
+1.16
30.71
22.13
+1.46
1.55%
2.21%
-1.06
Full AISC universe
83 unique tickers1–50 of 83
SNDK
Sandisk
Storage
$1,642.00
+5.30%
−6.78%
+22.54%
+178.91%
+669.77%
+496.57%
+4097.34%
—
—
—
8.16M
243.16B
57.08
-9.7
+1.82
8.97
+0.51
18.43
5.1
+2.53
17.64
4.55
+2.60
18.90
20.84
-0.18
55.57
-297.74
+0.32
57.80
44.21
+0.20
0.00%
0.00%
—
AAOI
Applied Optoelectronics
Optics
$196.64
+11.10%
+5.91%
+24.81%
+77.76%
+649.39%
+396.57%
+1109.35%
+8797.74%
+2162.83%
+86.61%
14.85M
15.78B
-297.85
-15.6
-5.79
41.21
+1.17
30.63
2.6
+6.28
14.04
2.03
+4.94
72.83
50.46
+0.79
-71.53
-76.86
+0.01
-33.28
-11.01
-2.05
0.00%
0.00%
—
000660.KS
SK Hynix
HBM
2,215,000.00 KRW
+15.91%
−6.31%
+33.88%
+139.65%
+318.58%
+227.69%
+1013.63%
+2553.25%
+1806.10%
+80.31%
6.36M
1572.33T
19.44
9.4
+0.61
5.79
-0.22
11.01
2.4
+5.74
8.85
1.76
+5.74
5.91
7.22
-0.16
20.67
8.59
+1.19
34.96
13.37
+0.59
0.15%
1.21%
-1.83
MRVL
Marvell Technology
ASIC
$288.85
+9.63%
+31.64%
+80.52%
+211.92%
+194.53%
+223.53%
+344.49%
+377.52%
+484.91%
+42.37%
84.18M
252.69B
98.70
-89.3
+1.48
46.80
+1.07
29.01
9.4
+5.00
13.88
3.49
+6.40
54.85
48.82
+0.28
125.48
43.70
+4.06
154.94
54.25
+3.79
0.08%
0.59%
-1.49
DELL
Dell Technologies
OEM
$400.77
+1.62%
−13.99%
+74.04%
+174.39%
+190.50%
+215.94%
+263.86%
+829.94%
+735.90%
+52.91%
8.52M
260.33B
31.85
12.2
+1.96
18.95
+0.68
0.96
0.2
+4.51
-105.79
-16.90
-4.15
8.08
9.08
-0.47
21.54
6.84
+3.13
31.41
13.01
+1.50
0.55%
0.95%
-0.41
STX
Seagate Technology
Storage
$876.77
+3.46%
−4.83%
+14.40%
+134.63%
+231.52%
+205.45%
+595.43%
+1449.14%
+923.89%
+59.24%
2.48M
198.37B
83.22
9.6
+2.58
32.77
+0.81
17.87
2.5
+6.11
179.68
-13.21
+1.17
28.78
19.30
+0.54
69.79
16.66
+4.45
83.24
22.90
+4.08
0.33%
3.71%
-2.35
CWR
Ceres Power Holdings
Fuel Cells
650.81p
+0.13%
−20.20%
−13.33%
+111.59%
+85.19%
+202.89%
+725.40%
+122.76%
−36.89%
−8.80%
225.35K
1.27B
-26.51
-57.5
+0.45
-822.77
-11.20
—
—
—
11.76
5.76
+1.25
—
—
—
—
—
—
-69.31
-45.59
-0.46
0.00%
0.00%
—
ARM
Arm Holdings
IP
$346.39
+1.01%
−15.28%
+62.39%
+194.47%
+146.56%
+201.92%
+167.38%
—
—
—
9.04M
369.97B
409.25
351.5
+0.17
113.16
-0.70
74.91
36.5
+3.66
44.48
21.71
+3.63
137.65
241.54
-0.77
242.75
153.40
+1.16
377.88
224.72
+0.85
0.00%
0.00%
—
MU
Micron Technology
HBM
$949.28
+9.87%
−8.33%
+46.80%
+143.93%
+319.18%
+201.08%
+795.24%
+1291.73%
+1137.39%
+65.39%
53.8M
1.07T
44.82
13.6
+0.94
8.77
-0.14
18.42
3.7
+6.12
14.78
2.31
+7.01
12.70
10.58
+0.18
35.37
11.79
+1.92
105.44
79.13
+0.13
0.05%
0.27%
-0.75
WDC
Western Digital
Storage
$526.93
+2.97%
−3.50%
+13.61%
+101.12%
+227.53%
+180.94%
+859.78%
+1697.07%
+835.51%
+56.39%
6.22M
181.62B
31.45
-2.6
+0.57
29.61
+0.54
15.44
1.5
+5.81
18.78
2.34
+4.96
27.89
33.10
-0.09
62.06
0.78
+1.50
70.20
26.57
+0.52
0.09%
1.63%
-0.64
INTC
Intel
Foundry
$110.27
+11.19%
+0.86%
+0.59%
+141.93%
+172.27%
+180.02%
+451.63%
+261.44%
+111.40%
+16.15%
136.45M
554.22B
-176.07
94.9
-0.43
71.63
-0.04
10.30
2.9
+5.93
4.97
2.15
+3.03
18.16
11.67
+1.11
56.16
10.71
+5.88
-179.71
-4.76
-5.30
0.00%
2.38%
-1.89
BE
Bloom Energy
Fuel Cells
$253.57
−3.81%
−7.29%
−1.96%
+67.57%
+114.73%
+156.94%
+1139.95%
+1716.40%
+899.88%
+58.49%
8.6M
72.13B
-4495.92
52.0
-2.13
58.29
+0.00
29.43
4.2
+4.48
78.21
13.38
+0.48
172.71
571.23
-1.21
272.56
4.96
+2.13
354.39
32.84
+2.09
0.00%
0.00%
—
005930.KS
Samsung Electronics
Foundry
322,000.00 KRW
+8.97%
−7.59%
+18.78%
+71.71%
+223.12%
+151.49%
+505.51%
+438.27%
+341.01%
+34.55%
31.85M
2114.43T
24.41
14.9
+1.44
5.68
-1.41
4.54
1.5
+5.28
4.24
1.51
+5.33
7.11
5.21
+0.93
18.65
7.65
+4.23
35.98
16.15
+0.56
0.55%
2.27%
-2.81
336260.KS
Doosan Fuel Cell
Fuel Cells
72,000.00 KRW
+0.14%
−19.53%
−5.38%
+78.69%
+126.73%
+148.62%
+331.48%
+124.26%
+54.06%
+9.03%
770.29K
5.68T
-43.56
208.7
-0.71
-1542.97
-4.93
9.25
5.6
+1.94
15.66
6.32
+2.19
544.19
207.91
+2.06
-132.77
24.83
-1.17
-80.76
-10.33
-0.87
0.00%
0.00%
—
2308.TW
Delta Electronics
PSU
2,415.00 TWD
+7.10%
+2.33%
+7.57%
+97.95%
+155.56%
+142.71%
+563.42%
+776.27%
+810.39%
+55.54%
15.55M
6.27T
88.89
27.1
+5.14
37.18
+0.84
10.49
2.4
+5.47
20.86
4.84
+5.25
27.96
14.08
+3.87
61.27
17.21
+5.28
117.86
41.63
+1.86
0.48%
2.50%
-1.99
NBIS
Nebius Group
Neocloud
$218.00
−4.31%
−17.58%
+17.98%
+129.62%
+112.06%
+142.36%
+370.84%
—
—
—
13.95M
55.35B
72.73
49.2
+0.30
603.51
+7.10
54.73
17.9
+1.66
7.64
4.61
+2.14
5381.40
235.86
+4.93
89.13
42.26
+1.16
-220.93
-281.09
+0.05
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$119.60
+6.56%
−9.65%
+18.21%
+145.38%
+179.37%
+133.27%
+632.84%
+1007.41%
+489.89%
+42.61%
3.59M
13.47B
-41.10
3.7
-2.48
-64.39
-3.77
47.34
9.5
+4.42
9.76
2.58
+4.34
327.86
395.58
-0.04
-99.96
-35.71
-0.58
-41.05
-27.04
-0.16
0.00%
0.00%
—
LITE
Lumentum
Optics
$895.40
+3.68%
−1.06%
+0.32%
+39.76%
+173.11%
+131.90%
+996.77%
+1614.67%
+1016.60%
+62.02%
5.09M
69.66B
166.18
8.5
+0.67
49.47
+0.17
25.80
4.4
+4.56
21.59
5.88
+1.81
133.34
122.84
+0.06
190.40
41.59
+2.80
755.59
-44.11
+2.50
0.00%
0.00%
—
NOK
Nokia
AI-RAN
$14.59
+1.46%
−10.22%
+18.14%
+84.92%
+136.85%
+124.12%
+173.71%
+291.01%
+195.85%
+24.23%
102.55M
81.45B
91.02
-44.8
+0.45
29.97
+0.25
3.52
1.1
+5.96
3.34
1.41
+4.56
13.23
7.69
+1.83
35.90
-4.83
+0.35
51.01
335.51
-0.16
0.82%
1.73%
-0.73
AMD
Advanced Micro Devices
GPU
$490.33
+5.14%
−3.88%
+20.04%
+141.92%
+127.03%
+119.42%
+323.83%
+310.42%
+513.22%
+43.72%
25.1M
799.53B
160.93
-71.0
+0.19
37.50
+0.09
21.34
8.4
+4.18
12.40
11.56
+0.10
43.90
45.66
-0.11
83.19
23.06
+0.15
94.36
64.86
+0.22
0.00%
0.00%
—
ASX
ASE Technology Holding
OSAT
$35.52
+4.38%
−6.94%
+6.54%
+63.99%
+134.30%
+110.68%
+282.11%
+417.78%
+445.53%
+40.40%
10.96M
77.93B
52.73
15.7
+4.17
22.39
+0.75
3.59
1.0
+5.20
7.11
2.02
+5.40
12.99
6.79
+3.07
15.52
5.93
+4.72
-205.52
13.32
-4.67
0.74%
3.04%
-1.62
GLW
Corning Inc.
Fiber
$187.54
+5.61%
+6.13%
+2.98%
+45.55%
+120.22%
+107.54%
+272.77%
+551.20%
+399.04%
+37.92%
12M
161.4B
90.01
59.3
+0.45
44.79
-0.21
10.42
2.7
+5.20
14.40
3.15
+5.24
31.46
14.15
+3.97
56.21
15.67
+4.38
108.90
49.47
+0.69
0.60%
2.56%
-2.69
COHR
Coherent Corp.
Optics
$401.93
+6.62%
+10.76%
+25.92%
+59.29%
+126.63%
+106.83%
+404.62%
+976.41%
+469.39%
+41.61%
5.55M
78.63B
191.89
-15.5
+1.61
49.65
+0.51
11.90
2.4
+5.69
7.36
2.26
+4.67
35.85
16.76
+3.32
562.38
32.25
+6.86
-146.64
100.20
-1.24
0.00%
0.00%
—
WULF
TeraWulf
Neocloud
$25.86
+7.75%
+0.78%
+7.66%
+86.71%
+71.26%
+102.98%
+575.20%
+1612.58%
+179.58%
+22.83%
23.09M
12.81B
-10.30
-3.2
-0.09
139.78
+1.84
65.40
9.5
+4.55
-139.53
2.01
-6.57
4083.75
751.73
+2.30
-55.45
223.86
-0.43
-6.49
218.23
-0.34
0.00%
0.00%
—
ALAB
Astera Labs
Interconnect
$346.33
+9.23%
+8.20%
+77.02%
+183.16%
+127.09%
+92.88%
+281.80%
—
—
—
5.04M
59.36B
233.44
51.0
+0.94
82.33
+0.16
59.23
41.2
+1.15
39.71
16.33
+1.69
79.98
222.98
-1.44
163.64
105.70
+1.99
183.02
128.00
+1.50
0.00%
0.00%
—
042700.KS
Hanmi Semiconductor
Niche
276,500.00 KRW
+9.07%
−5.80%
−29.77%
−17.24%
+123.99%
+91.60%
+253.13%
+1270.68%
+1660.94%
+77.48%
902.39K
26.23T
139.86
33.0
+3.30
49.28
+0.50
51.75
14.3
+2.08
39.08
9.21
+2.99
117.24
36.57
+1.71
154.33
39.78
+1.22
233.67
112.24
+0.68
0.31%
1.46%
-1.11
FCEL
FuelCell Energy
Fuel Cells
$15.50
−10.56%
−27.26%
+26.22%
+110.03%
+92.31%
+89.72%
+198.08%
−76.19%
−95.42%
−46.02%
18.34M
1.05B
-2.36
-7.3
+0.48
-10.73
-0.33
4.86
11.4
-0.37
1.37
2.92
-0.36
151.25
149.58
+0.11
-7.57
-12.33
+0.22
-7.02
-15.85
+0.28
0.00%
0.00%
—
BESI
BE Semiconductor Industries
Niche
€288.20
+2.60%
+0.97%
+7.71%
+80.85%
+105.58%
+89.58%
+138.64%
+190.33%
+367.74%
+36.15%
70.52K
22.83B
148.38
40.6
+4.01
48.60
+0.30
35.23
10.8
+3.71
48.74
14.49
+3.59
60.39
27.74
+2.09
98.44
37.09
+3.02
105.32
38.36
+3.09
0.56%
4.00%
-1.16
FIX
Comfort Systems USA
Builder
$1,852.03
+0.44%
+3.59%
−4.60%
+35.00%
+84.51%
+84.70%
+271.88%
+1161.15%
+2115.83%
+85.83%
354.22K
65.16B
53.46
23.3
+3.24
34.65
+1.22
6.43
1.6
+3.91
23.15
6.21
+3.74
27.38
13.00
+3.13
39.34
16.94
+2.61
47.33
20.35
+2.63
0.12%
0.52%
-1.61
AMAT
Applied Materials
WFE
$492.17
+8.64%
+7.42%
+20.00%
+45.39%
+83.12%
+83.51%
+201.96%
+274.10%
+281.24%
+30.69%
9.72M
390.76B
46.24
20.0
+3.90
30.44
+1.55
13.46
4.7
+4.41
16.34
7.87
+3.80
35.89
15.06
+3.96
49.20
18.60
+4.86
73.60
22.34
+5.55
0.39%
1.05%
-1.52
LRCX
Lam Research
WFE
$324.45
+6.98%
+2.31%
+13.24%
+53.66%
+106.79%
+75.53%
+284.91%
+438.79%
+439.72%
+40.10%
11.46M
405.75B
61.24
22.4
+4.02
40.85
+1.91
18.71
5.7
+4.34
38.33
11.80
+4.47
33.74
16.56
+2.47
58.66
21.18
+4.23
67.94
23.88
+4.33
0.31%
1.23%
-1.82
VRT
Vertiv Holdings
Cooling+Power
$300.57
+0.02%
−7.06%
−11.60%
+13.73%
+64.70%
+71.20%
+168.17%
+1454.63%
+1049.83%
+62.98%
4.75M
115.45B
75.45
130.6
-0.16
34.01
-0.28
10.64
3.4
+2.84
27.19
10.44
+2.06
40.95
21.90
+2.57
45.73
41.82
+0.02
51.67
-21.44
+0.30
0.07%
0.05%
+0.31
Q
Qnity Electronics
Materials
$144.45
+1.69%
−4.92%
+0.65%
+26.50%
+73.28%
+70.18%
—
—
—
—
1.38M
30.24B
46.59
38.2
+1.03
30.36
-0.97
6.11
5.3
+0.97
4.21
3.13
+1.18
19.23
16.80
+1.09
25.29
20.77
+1.03
33.83
27.33
+1.04
—
—
—
MPWR
Monolithic Power Systems
Power IC
$1,559.18
+5.28%
+1.09%
−1.06%
+47.11%
+64.26%
+66.86%
+130.67%
+219.50%
+374.90%
+36.56%
870.77K
76.6B
112.33
70.0
+1.54
51.70
-0.66
25.90
15.2
+2.55
20.83
13.42
+2.01
61.21
57.58
+0.22
92.27
54.35
+2.49
121.96
72.42
+2.56
0.43%
0.70%
-1.65
KLAC
KLA Corporation
WFE
$2,108.06
+9.27%
+8.66%
+19.71%
+47.70%
+74.95%
+65.83%
+167.92%
+377.82%
+605.91%
+47.83%
1.17M
275.37B
59.59
25.4
+3.71
42.28
+1.83
21.05
7.3
+4.26
47.26
19.76
+2.96
33.26
17.05
+2.84
63.10
22.52
+4.62
69.22
24.75
+4.63
0.36%
1.33%
-1.48
8035.T
Tokyo Electron
WFE
59,920.00 JPY
+8.91%
+12.20%
+15.71%
+45.79%
+91.27%
+64.70%
+164.86%
+305.95%
+336.59%
+34.28%
5.9M
27.37T
47.28
23.0
+2.62
46.81
+2.57
11.01
4.5
+3.34
13.00
6.01
+3.48
22.70
14.58
+1.26
50.42
27.01
+2.03
82.12
37.67
+2.44
1.06%
2.59%
-1.37
CSCO
Cisco
Networking
$124.15
+2.06%
+2.32%
+34.71%
+63.79%
+61.38%
+64.15%
+96.55%
+171.19%
+165.16%
+21.53%
24.28M
489.33B
40.47
37.4
+0.03
26.01
-0.10
8.05
4.2
+5.51
10.01
5.28
+5.46
21.61
13.31
+3.09
37.96
15.48
+5.47
41.94
16.41
+5.55
1.33%
2.85%
-3.54
AMKR
Amkor Technology
OSAT
$68.29
+5.14%
−6.02%
−5.40%
+58.49%
+58.63%
+59.59%
+265.79%
+186.18%
+215.97%
+25.87%
4.4M
16.93B
38.96
17.5
+1.92
27.85
+0.92
2.39
0.9
+3.75
3.73
1.69
+3.63
9.10
4.94
+2.41
14.01
5.60
+3.82
101.92
24.82
+3.15
0.49%
0.63%
-0.27
PWR
Quanta Services
Builder
$693.81
−0.19%
+0.92%
−7.58%
+22.17%
+49.33%
+57.83%
+93.14%
+295.64%
+653.64%
+49.77%
845.66K
104.11B
95.19
38.2
+2.93
42.15
+0.20
3.46
1.3
+2.99
11.51
4.03
+3.04
32.40
16.55
+2.25
44.36
13.56
+0.42
62.73
79.82
-0.06
0.06%
0.20%
-1.13
CRDO
Credo Technology
Interconnect
$222.27
+7.43%
−1.69%
+18.05%
+91.65%
+22.86%
+55.19%
+204.48%
+1243.83%
—
—
8.72M
41B
89.55
141.5
-0.06
25.58
-0.12
30.67
22.3
+0.80
22.15
11.19
+1.40
64.99
739.96
-1.59
126.01
544.20
-0.29
150.45
475.36
-0.15
0.00%
0.00%
—
ASML
ASML Holding
WFE
$1,749.04
+6.54%
+7.40%
+15.33%
+29.13%
+58.11%
+50.82%
+135.74%
+146.95%
+168.22%
+21.81%
2.06M
674.11B
58.32
40.3
+1.94
36.62
-0.39
17.25
10.7
+2.30
28.09
17.10
+1.50
33.50
30.06
+0.50
56.95
37.38
+1.20
67.27
52.41
+0.46
0.43%
0.79%
-1.43
CIFR
Cipher Digital
Neocloud
$24.29
+8.20%
+1.17%
+17.43%
+69.74%
+22.49%
+49.94%
+588.10%
+863.89%
+143.39%
+19.47%
19.38M
9.94B
-10.91
-28.9
+0.26
36.25
+0.94
46.92
24.3
+0.74
13.78
106.36
-0.09
216.38
170.42
+1.00
-142.26
-20.90
-3.27
-9.06
-13.58
+0.35
0.00%
0.00%
—
SMCI
Super Micro Computer
OEM
$43.99
+5.64%
−6.16%
+30.84%
+37.55%
+28.51%
+42.09%
+7.90%
+90.42%
+1111.51%
+64.69%
31.6M
26.46B
23.20
20.2
+0.27
13.57
-0.60
0.78
1.0
-0.19
3.49
3.17
+0.11
14.56
14.47
+0.01
-4.55
18.74
-0.18
-4.45
21.91
-0.20
0.00%
0.00%
—
EQIX
Equinix
DC REIT
$1,062.74
−1.68%
+1.14%
+0.12%
+13.03%
+47.89%
+40.53%
+19.47%
+50.31%
+44.76%
+7.68%
404.81K
104.81B
73.50
105.3
-0.91
55.28
-1.43
11.11
9.3
+1.26
7.33
5.88
+1.98
45.46
26.88
+3.58
27.47
24.49
+0.71
-105.13
-286.90
+0.12
1.81%
1.80%
+0.02
6146.T
Disco Corporation
Niche
71,520.00 JPY
+5.99%
+10.79%
−3.07%
−0.18%
+63.58%
+39.99%
+111.91%
+359.47%
+593.09%
+47.28%
1.77M
7.76T
55.98
33.3
+1.54
52.55
+1.31
17.32
8.6
+1.88
12.87
6.61
+1.69
26.10
19.07
+0.79
301.17
96.53
+2.48
514.15
-39.13
+0.50
0.72%
1.55%
-1.28
4063.T
Shin-Etsu Chemical
Materials
6,836.00 JPY
−0.39%
−8.58%
−9.80%
+10.69%
+46.57%
+39.39%
+51.55%
+81.40%
+104.72%
+15.41%
6.3M
12.71T
27.02
17.9
+1.77
20.73
+0.55
4.92
3.7
+1.28
2.84
2.22
+1.46
11.81
8.28
+1.41
19.02
19.60
-0.56
35.71
36.79
-0.56
1.55%
1.90%
-0.81
IREN
IREN Limited
Neocloud
$59.19
+8.91%
−9.40%
+4.12%
+52.39%
+27.43%
+38.62%
+561.34%
+1553.35%
—
—
41.03M
21.15B
203.82
-0.3
+2.91
-62.97
-0.89
40.44
16.7
+2.14
11.06
2.80
+2.86
134.64
80.78
+1.22
42.96
15.31
+0.97
-13.92
-10.85
-0.41
0.00%
0.00%
—
GEV
GE Vernova
Electrical
$933.85
+0.03%
−1.76%
−10.69%
+12.57%
+48.64%
+37.61%
+93.24%
—
—
—
1.84M
250.94B
27.21
76.5
-1.16
38.10
-0.91
6.38
4.8
+1.23
18.03
14.05
+0.76
76.37
62.85
+0.96
28.18
42.42
-1.88
33.75
56.30
-1.86
0.16%
0.15%
+0.61
TSM
Taiwan Semiconductor (TSMC)
Foundry
$426.80
+2.80%
−2.03%
+3.05%
+22.74%
+46.51%
+33.91%
+112.49%
+351.37%
+295.88%
+31.68%
11.22M
2.21T
35.47
24.3
+1.65
21.85
-0.36
16.66
9.4
+2.47
12.01
6.52
+2.65
18.16
12.67
+1.48
27.90
15.03
+2.60
61.17
44.12
+0.94
0.70%
1.72%
-1.27
ERIC
Ericsson
AI-RAN
$12.52
−0.32%
−6.01%
+6.46%
+12.03%
+33.45%
+33.73%
+52.03%
+171.12%
+15.56%
+2.93%
6.09M
41.58B
15.78
156.4
-0.25
18.44
-0.25
1.57
1.1
+1.75
3.88
2.88
+1.15
8.65
7.83
+0.29
11.10
12.71
-0.25
11.95
17.16
-0.45
1.66%
1.86%
-0.24
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