AI Supply Chain
Constituents83
Advancers · 1D54
Decliners · 1D29
Flat0
Breadth · 1D65%
Awaiting data
- 6920.T#1Lasertec39,090.00 JPY+8.70%
- SNDK#2Sandisk$1,897.13+7.39%
- ALAB#3Astera Labs, Inc.$363.67+6.73%
- 6857.T#4Advantest32,050.00 JPY+5.99%
- STX#5Seagate Technology$925.87+5.53%
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 | 4/3 | 4/10 | 4/17 | 4/24 | 5/1 | 5/8 | 5/15 | 5/22 | 5/29 | 6/5 | 6/12 | 6/19 | 6/26 | 7/3 | 7/10 | 7/17 | 7/24 | 7/31 | 8/7 | 8/14 | 8/21 | 8/28 | 9/4 | 9/11 | 9/18 | 9/21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L10AI Applications | +6.2 | +3.6 | +10.5 | +0.7 | +5.4 | +2.0 | +0.2 | -2.2 | +3.0 | -5.0 | -3.9 | +0.1 | -5.6 | +5.6 | -0.8 | -0.3 | -5.6 | +16.3 | +3.0 | -1.9 | -1.3 | +3.1 | -2.4 | -0.4 | +1.3 | — |
| L9AI Models | +6.0 | +6.5 | +8.8 | +1.0 | +1.8 | +1.8 | -0.6 | -1.4 | +2.4 | -5.4 | -3.7 | +0.5 | -5.5 | +5.4 | +2.5 | -0.5 | -6.0 | +12.8 | +3.0 | -2.5 | -1.9 | +3.0 | -1.3 | +0.2 | +0.8 | +2.8 |
| L8Cloud & Neoclouds | +5.9 | +6.4 | +9.4 | +0.9 | +1.8 | +2.3 | -0.5 | -1.4 | +3.0 | -5.4 | -4.0 | +0.7 | -6.1 | +4.8 | +2.4 | -1.0 | -5.9 | +12.6 | +3.4 | -2.0 | -2.0 | +2.9 | -0.9 | +0.0 | +0.7 | +2.8 |
| L7DC REITs & Construction | +3.2 | +5.3 | +4.5 | +2.7 | +6.1 | +0.1 | +0.1 | -2.5 | -1.2 | -0.6 | -0.1 | +2.2 | -1.4 | -6.3 | +2.0 | -4.0 | +5.1 | -0.4 | +1.3 | +3.8 | -5.3 | -4.4 | +2.2 | +2.3 | -2.3 | — |
| L6Networking & Optics | +5.7 | +9.8 | +7.4 | +4.1 | -2.9 | +5.8 | +4.4 | -2.3 | +0.4 | -3.9 | +0.5 | +3.7 | -8.5 | -0.1 | +8.4 | -6.1 | +2.0 | -1.6 | +11.3 | -1.4 | -4.7 | +0.7 | +3.2 | -2.4 | +0.8 | — |
| L5Servers & Assembly | -0.8 | +7.2 | +8.3 | +10.1 | -0.9 | +17.2 | -5.9 | +13.1 | +31.4 | -5.5 | -3.2 | +1.9 | -6.4 | +2.2 | +3.4 | -7.5 | +8.8 | -6.3 | +7.8 | +9.0 | -8.4 | +3.4 | +8.6 | +1.4 | +2.9 | +2.0 |
| L4AI Accelerators | +6.8 | +10.9 | +8.4 | +7.4 | -1.0 | +10.2 | +1.0 | -1.0 | +1.2 | -5.6 | +2.9 | +4.4 | -8.4 | -0.2 | +7.2 | -6.5 | +2.3 | -2.6 | +10.3 | -0.4 | -5.6 | +0.3 | +3.9 | -1.3 | +2.3 | — |
| L3Memory & Storage | +2.4 | +14.7 | +7.5 | +6.3 | +6.8 | +28.1 | +0.6 | +5.7 | +17.6 | -5.4 | +6.9 | +17.0 | -4.1 | -10.8 | -3.2 | -14.2 | +1.9 | -2.7 | -7.0 | +16.8 | +0.7 | -5.4 | +3.7 | +0.9 | +2.7 | +3.1 |
| L2Foundry & Packaging | +5.2 | +11.9 | +3.4 | +8.2 | +2.6 | +12.0 | -2.6 | +4.2 | +4.1 | -1.8 | +4.5 | +9.1 | -4.9 | -3.3 | -2.9 | -9.9 | -0.4 | +0.7 | +0.6 | +6.7 | -2.3 | -2.7 | +2.1 | +2.1 | +1.5 | +4.5 |
| L1Chip Design & Equipment | +2.4 | +11.3 | +3.5 | +7.9 | -4.1 | +9.0 | -3.8 | +9.7 | +3.2 | +0.3 | +15.4 | +7.0 | -6.1 | -3.9 | +0.6 | -8.9 | -0.9 | -5.5 | +6.8 | +3.5 | -6.2 | -2.5 | -0.1 | -0.8 | -0.6 | +0.2 |
| L0Power & Cooling | +2.1 | +8.8 | +3.7 | +5.2 | +0.2 | -2.3 | -0.2 | -0.4 | -1.8 | -2.5 | -0.3 | +9.6 | -4.8 | +0.7 | -0.3 | -3.2 | +0.1 | -1.0 | +3.7 | +3.1 | -6.4 | -1.3 | +3.4 | +0.2 | -2.7 | -5.4 |
AISC Valuation Scatter
65 plottedX
Y
↖ Priced for perfectionCheap for fundamentals ↘
Cheap for fundamentals
n=10Priced for perfection
n=10Fit: each +10pp in fwd eps growth ⇒ ×1.01 fwd p/e (R² 0.03, n=53). · Drag to pan · X/Y +/− to zoom.
7 excluded (Y) · 11 excluded (X)
L10AI Applications
2 namesCheapP/E avg z −1.29 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: none
1–2 of 2
GOOG
Alphabet (DeepMind)
Apps
$356.03
+1.47%
+2.67%
+0.86%
−6.21%
+12.79%
+9.44%
+38.21%
+152.85%
+146.68%
+19.79%
4.28M
4.35T
17.37
26.3
-1.77
23.92
-0.47
4.28
3.1
+1.81
6.79
6.17
+0.43
23.84
17.49
+2.17
22.92
18.69
+1.33
79.88
33.32
+3.78
0.25%
0.08%
+1.19
MSFT
Microsoft (Copilot)
Apps
$496.57
−1.00%
−0.37%
+2.15%
+30.39%
+27.44%
+5.07%
−2.39%
+50.37%
+72.32%
+11.50%
3.5M
3.69T
28.16
32.2
-0.81
20.97
-2.26
11.31
10.9
+0.22
8.49
11.46
-1.42
14.13
20.75
-1.98
20.56
24.35
-1.00
56.16
37.61
+2.47
0.72%
0.94%
-0.85
L9AI Models
7 namesCheapP/E avg z −0.60 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: none
1–7 of 7
AMZN
Amazon (Bedrock)
LLM
$256.30
−0.83%
−1.20%
−4.56%
+3.81%
+21.53%
+12.01%
+9.54%
+75.15%
+50.12%
+8.46%
11.6M
2.76T
20.39
60.4
-0.46
24.67
-0.41
3.52
3.4
+0.21
4.96
11.82
-1.32
15.10
23.83
-1.27
17.13
24.74
-1.33
-237.79
-0.77
-0.86
0.00%
0.00%
—
GOOG
Alphabet (DeepMind)
LLM
$356.03
+1.47%
+2.67%
+0.86%
−6.21%
+12.79%
+9.44%
+38.21%
+152.85%
+146.68%
+19.79%
4.28M
4.35T
17.37
26.3
-1.77
23.92
-0.47
4.28
3.1
+1.81
6.79
6.17
+0.43
23.84
17.49
+2.17
22.92
18.69
+1.33
79.88
33.32
+3.78
0.25%
0.08%
+1.19
MSFT
Microsoft (Copilot)
LLM
$496.57
−1.00%
−0.37%
+2.15%
+30.39%
+27.44%
+5.07%
−2.39%
+50.37%
+72.32%
+11.50%
3.5M
3.69T
28.16
32.2
-0.81
20.97
-2.26
11.31
10.9
+0.22
8.49
11.46
-1.42
14.13
20.75
-1.98
20.56
24.35
-1.00
56.16
37.61
+2.47
0.72%
0.94%
-0.85
META
Meta Platforms
LLM
$745.13
+0.52%
+2.73%
+21.93%
+15.34%
+9.83%
+2.54%
−13.90%
+120.15%
+95.68%
+14.37%
8.13M
1.9T
25.07
25.7
-0.11
21.39
-0.73
6.43
6.6
-0.12
6.49
6.39
+0.06
13.11
15.02
-0.57
13.11
15.61
-0.58
41.68
29.10
+1.60
0.32%
0.09%
+1.69
9988.HK
Alibaba
LLM
114.80 HKD
+1.95%
+6.33%
−8.46%
+13.79%
−18.14%
−24.34%
−21.06%
+29.90%
−23.69%
−5.26%
123.95M
2.28T
26.03
32.4
-0.17
12.33
-0.54
1.78
3.4
-0.65
1.71
2.72
-0.64
16.83
17.24
-0.04
23.14
15.30
+1.11
-36.42
106.39
-0.31
0.95%
0.59%
+0.68
0700.HK
Tencent Holdings
LLM
451.60 HKD
+5.02%
−0.14%
−5.91%
+3.66%
−20.98%
−30.17%
−31.33%
+38.75%
+7.98%
+1.55%
70.73M
4.07T
15.55
23.2
-0.97
12.50
-1.36
4.52
6.5
-1.04
3.03
4.93
-1.09
11.04
19.80
-1.57
11.29
17.94
-1.57
38.54
33.93
+0.53
1.20%
0.58%
+2.00
BIDU
Baidu
LLM
$92.95
+0.80%
−1.61%
−3.17%
−19.53%
−24.43%
−40.17%
−34.75%
−34.58%
−43.75%
−10.87%
487.43K
31.69B
-49.86
-144.8
+0.10
11.99
+0.17
1.47
2.1
-0.93
0.82
1.51
-1.21
15.28
11.54
+0.78
22.31
-125.27
+0.24
31.59
37.63
-0.74
0.00%
0.00%
—
L8Cloud & Neoclouds
13 namesFairEV/EBITDA avg z +0.17 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
114.80 HKD
+1.95%
+6.33%
−8.46%
+13.79%
−18.14%
−24.34%
−21.06%
+29.90%
−23.69%
−5.26%
123.95M
2.28T
26.03
32.4
-0.17
12.33
-0.54
1.78
3.4
-0.65
1.71
2.72
-0.64
16.83
17.24
-0.04
23.14
15.30
+1.11
-36.42
106.39
-0.31
0.95%
0.59%
+0.68
0700.HK
Tencent Holdings
Chinese cloud
451.60 HKD
+5.02%
−0.14%
−5.91%
+3.66%
−20.98%
−30.17%
−31.33%
+38.75%
+7.98%
+1.55%
70.73M
4.07T
15.55
23.2
-0.97
12.50
-1.36
4.52
6.5
-1.04
3.03
4.93
-1.09
11.04
19.80
-1.57
11.29
17.94
-1.57
38.54
33.93
+0.53
1.20%
0.58%
+2.00
US hyperscaler5 names
1–5 of 5
AMZN
Amazon (Bedrock)
US hyperscaler
$256.30
−0.83%
−1.20%
−4.56%
+3.81%
+21.53%
+12.01%
+9.54%
+75.15%
+50.12%
+8.46%
11.6M
2.76T
20.39
60.4
-0.46
24.67
-0.41
3.52
3.4
+0.21
4.96
11.82
-1.32
15.10
23.83
-1.27
17.13
24.74
-1.33
-237.79
-0.77
-0.86
0.00%
0.00%
—
GOOG
Alphabet (DeepMind)
US hyperscaler
$356.03
+1.47%
+2.67%
+0.86%
−6.21%
+12.79%
+9.44%
+38.21%
+152.85%
+146.68%
+19.79%
4.28M
4.35T
17.37
26.3
-1.77
23.92
-0.47
4.28
3.1
+1.81
6.79
6.17
+0.43
23.84
17.49
+2.17
22.92
18.69
+1.33
79.88
33.32
+3.78
0.25%
0.08%
+1.19
MSFT
Microsoft (Copilot)
US hyperscaler
$496.57
−1.00%
−0.37%
+2.15%
+30.39%
+27.44%
+5.07%
−2.39%
+50.37%
+72.32%
+11.50%
3.5M
3.69T
28.16
32.2
-0.81
20.97
-2.26
11.31
10.9
+0.22
8.49
11.46
-1.42
14.13
20.75
-1.98
20.56
24.35
-1.00
56.16
37.61
+2.47
0.72%
0.94%
-0.85
META
Meta Platforms
US hyperscaler
$745.13
+0.52%
+2.73%
+21.93%
+15.34%
+9.83%
+2.54%
−13.90%
+120.15%
+95.68%
+14.37%
8.13M
1.9T
25.07
25.7
-0.11
21.39
-0.73
6.43
6.6
-0.12
6.49
6.39
+0.06
13.11
15.02
-0.57
13.11
15.61
-0.58
41.68
29.10
+1.60
0.32%
0.09%
+1.69
ORCL
Oracle
US hyperscaler
$150.89
+1.57%
−1.78%
+2.64%
−19.62%
−4.42%
−23.85%
−50.47%
+36.73%
+78.54%
+12.29%
8.21M
456.25B
22.70
29.6
-0.59
13.72
-1.37
6.10
6.1
-0.02
7.08
18.09
-0.15
15.52
16.94
-0.28
9.25
18.37
-1.59
-15.12
-36.60
+0.07
1.38%
1.36%
+0.07
Neocloud6 names
1–6 of 6
NBIS
Nebius Group
Neocloud
$244.30
+4.94%
−0.45%
−0.16%
−22.03%
+83.95%
+148.52%
+137.61%
—
—
—
3.82M
66.41B
-1632.23
-15.7
-4.73
-74.30
-0.17
37.33
19.6
+0.78
5.58
4.73
+0.57
620.51
296.45
+0.29
78.73
44.86
+0.82
-215.05
-292.91
+0.06
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$106.44
+2.92%
+0.14%
+20.30%
−20.65%
+96.93%
+92.59%
+161.29%
+840.38%
+128.56%
+17.98%
741.45K
13.12B
-17.03
3.2
-1.08
-21.96
-1.34
35.31
10.4
+2.48
7.78
2.80
+2.53
327.86
409.13
-0.04
-122.53
-38.99
-0.74
-13.36
-28.60
+0.16
0.00%
0.00%
—
WULF
TeraWulf
Neocloud
$17.60
+0.86%
+1.61%
+9.74%
−41.30%
+8.07%
+33.52%
+49.87%
+883.24%
−27.71%
−6.28%
2.77M
8.78B
-3.52
-7.6
+0.05
-73.33
-0.87
46.72
12.0
+2.30
52.41
2.99
+1.84
4083.75
909.19
+2.01
-26.92
237.84
-0.39
-3.00
233.86
-0.35
0.00%
0.00%
—
CIFR
Cipher Digital
Neocloud
$19.40
+2.62%
+8.84%
+15.42%
−37.15%
+25.27%
+13.21%
+48.14%
+562.09%
+51.20%
+8.62%
5.31M
8.05B
-5.67
-28.5
+0.33
107.85
+2.00
33.89
25.8
+0.27
11.52
119.84
-0.10
216.38
175.31
+0.91
-24.95
-22.22
-0.07
-3.87
-13.29
+0.72
0.00%
0.00%
—
IREN
IREN Limited
Neocloud
$48.24
+2.14%
+6.50%
+8.96%
−22.15%
+12.05%
+9.32%
+23.17%
+953.72%
+90.92%
+13.81%
7.9M
19.01B
-21.80
-2.7
-0.43
-12.11
-0.21
23.21
12.1
+1.46
3.92
2.09
+0.93
462.40
88.75
+3.16
7.46
10.79
-0.18
-7.02
-7.11
+0.02
0.00%
0.00%
—
CRWV
CoreWeave
Neocloud
$88.23
+3.27%
−8.57%
−10.47%
−31.02%
+0.87%
+2.57%
−32.68%
—
—
—
6.08M
48.66B
-22.66
-38.9
+1.06
-45.46
-0.43
5.00
8.5
-1.00
9.10
14.78
-0.77
22.26
27.75
-0.51
6.62
33.72
-0.87
-3.35
-5.58
+1.21
0.00%
0.00%
—
L7DC REITs & Construction
5 namesExpensiveEV/EBITDA avg z +2.10 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
$1,056.99
−0.03%
−1.58%
−5.18%
−6.04%
+5.80%
+35.70%
+33.95%
+41.54%
+31.18%
+5.58%
18.25K
104.29B
64.27
103.6
-1.11
56.77
-1.32
10.05
9.4
+0.45
6.85
5.95
+1.20
36.94
27.43
+1.74
25.12
24.67
+0.11
-67.63
-308.36
+0.16
1.97%
1.80%
+0.58
DLR
Digital Realty Trust
DC REIT
$186.25
−0.05%
−2.76%
−4.67%
−2.54%
+2.64%
+19.88%
+9.46%
+56.99%
+35.31%
+6.24%
61.07K
70.34B
87.14
72.8
+0.40
67.41
-0.15
9.68
8.9
+0.48
2.48
2.52
-0.10
25.56
24.53
+0.33
21.83
22.83
-0.24
-127.81
-24.36
-0.39
2.72%
3.36%
-1.06
Builder3 names
1–3 of 3
FIX
Comfort Systems USA
Builder
$1,621.80
−0.66%
−2.33%
−2.63%
−16.02%
+14.42%
+64.77%
+116.90%
+784.56%
+2302.86%
+88.86%
40.8K
57.08B
38.94
23.8
+1.51
26.95
+0.31
4.96
1.7
+2.29
17.32
6.68
+2.10
33.96
13.66
+3.52
21.91
17.27
+0.53
25.88
20.61
+0.50
0.16%
0.51%
-1.34
PWR
Quanta Services
Builder
$642.96
+0.05%
−2.13%
−6.01%
−9.32%
+10.21%
+44.86%
+69.48%
+218.99%
+453.87%
+40.83%
54.42K
96.66B
71.24
40.1
+1.54
32.61
-0.37
2.84
1.4
+1.90
9.70
4.31
+2.04
36.77
17.39
+2.52
29.83
15.03
+0.21
39.65
81.83
-0.15
0.07%
0.20%
-1.10
EME
EMCOR Group
Builder
$758.27
+0.07%
−3.92%
−6.91%
−10.29%
−0.06%
+17.64%
+21.87%
+249.89%
+573.84%
+46.46%
27.68K
33.45B
23.26
21.5
+0.23
20.63
-0.11
1.78
0.9
+1.69
8.13
4.49
+1.46
18.11
10.57
+2.38
25.90
15.94
+1.74
28.51
17.87
+1.64
0.17%
0.32%
-1.30
L6Networking & Optics
13 namesFairEV/EBITDA avg z +1.43 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: CRDO · NVDA
Optics4 names
1–4 of 4
MRVL
Marvell Technology
Optics
$262.66
+2.05%
+3.45%
+2.94%
−21.34%
+173.02%
+173.64%
+244.84%
+343.39%
+297.04%
+31.76%
3.98M
236.05B
72.05
-92.2
+1.25
38.85
+1.00
20.30
10.1
+2.31
10.35
3.81
+3.15
61.07
50.99
+0.49
91.61
46.90
+2.05
116.51
58.43
+2.04
0.11%
0.54%
-1.35
AAOI
Applied Optoelectronics
Optics
$104.37
−3.96%
−0.18%
−13.93%
−35.02%
+3.19%
+165.58%
+256.87%
+1053.18%
+1406.73%
+72.03%
3.45M
8.86B
-122.90
-21.6
-1.85
22.68
+0.81
13.56
3.1
+2.03
4.84
2.15
+1.05
72.83
50.86
+0.78
-59.25
-79.04
+0.05
-12.36
-10.16
-0.24
0.00%
0.00%
—
LITE
Lumentum
Optics
$996.58
+4.41%
+0.42%
+12.48%
+9.52%
+20.56%
+141.10%
+469.92%
+1880.24%
+1003.37%
+61.64%
1.03M
89.39B
-10.16
9.1
-0.08
25.10
+0.07
24.55
5.1
+3.32
15.93
6.27
+1.07
84.63
123.88
-0.21
94.02
44.13
+0.92
235.40
-35.77
+0.82
0.00%
0.00%
—
COHR
Coherent Corp.
Optics
$322.09
+0.18%
+3.93%
+10.40%
−18.54%
+15.16%
+63.31%
+206.89%
+869.93%
+420.26%
+39.07%
1.66M
63.08B
64.81
-13.7
+0.60
23.08
+0.28
7.33
2.6
+2.34
4.78
2.35
+1.94
54.09
17.90
+4.33
677.70
54.55
+4.27
-52.65
85.85
-0.71
0.00%
0.00%
—
Interconnect2 names
1–2 of 2
ALAB
Astera Labs, Inc.
Interconnect
$363.67
+6.73%
+4.13%
+4.92%
−27.29%
+140.37%
+68.89%
+21.60%
—
—
—
1.89M
63.09B
126.56
64.6
+0.33
56.88
-0.04
37.10
42.0
-0.31
25.84
17.77
+0.50
305.90
234.37
+0.73
140.38
115.98
+0.63
170.33
139.98
+0.64
0.00%
0.00%
—
CRDO
Credo Technology
Interconnect
$188.12
+0.45%
+7.94%
−25.10%
−35.29%
+64.25%
+22.81%
+6.96%
+1067.15%
—
—
1.42M
35.36B
53.56
134.0
-0.09
19.38
-0.13
17.71
22.6
-0.47
10.33
11.60
-0.16
69.99
697.97
-1.42
58.31
527.61
-0.33
66.52
448.21
-0.18
0.00%
0.00%
—
Networking4 names
1–4 of 4
ANET
Arista Networks
Networking
$204.47
−0.46%
−0.10%
+6.94%
+17.52%
+46.33%
+49.24%
+39.59%
+324.03%
+811.08%
+55.56%
1.11M
257.88B
59.21
41.0
+1.35
39.42
-0.12
22.47
12.5
+2.09
16.01
9.77
+2.01
43.84
29.46
+1.65
45.16
39.89
+0.35
46.49
41.56
+0.29
0.00%
0.00%
—
CSCO
Cisco
Networking
$108.27
−2.87%
−2.34%
−0.94%
−8.05%
+40.77%
+45.34%
+65.06%
+110.61%
+126.84%
+17.80%
2.95M
426.84B
33.06
24.0
+0.48
19.26
-0.25
6.86
4.3
+2.90
8.64
5.44
+2.95
25.36
13.68
+3.60
30.93
16.02
+2.86
34.34
17.02
+2.94
1.51%
2.81%
-2.61
NVDA
Nvidia
Networking
$227.24
−0.06%
+1.82%
+2.28%
+5.61%
+24.76%
+17.97%
+30.84%
+390.13%
+917.50%
+59.04%
16.79M
5.49T
26.67
65.6
-1.08
14.49
-1.42
16.81
21.8
-0.61
22.25
27.88
-0.41
24.63
48.35
-1.28
38.13
58.66
-0.83
40.34
68.56
-0.82
0.13%
0.12%
+0.15
AVGO
Broadcom
Networking
$360.96
−0.47%
−1.21%
−1.34%
−12.93%
+12.22%
+3.25%
+4.06%
+334.67%
+678.99%
+50.77%
3.73M
1.72T
44.01
53.6
-0.28
18.62
-1.01
18.47
11.6
+0.98
16.51
11.07
+0.99
37.23
23.66
+1.13
41.44
26.57
+0.85
42.75
27.36
+0.86
0.74%
2.30%
-1.44
AI-RAN2 names
1–2 of 2
NOK
Nokia
AI-RAN
$10.70
−2.24%
−4.04%
+5.43%
−20.83%
+28.67%
+64.06%
+127.23%
+186.58%
+113.84%
+16.42%
19.47M
59.88B
66.64
-41.2
+0.36
22.12
+0.21
2.29
1.2
+2.30
2.23
1.44
+1.69
19.94
7.85
+3.47
41.73
-6.49
+0.42
87.57
342.18
-0.14
1.24%
1.70%
-0.37
ERIC
Ericsson
AI-RAN
$9.82
−4.24%
−1.36%
+0.20%
−10.63%
−10.88%
+8.63%
+31.37%
+126.34%
+10.47%
+2.01%
2.16M
32.03B
12.85
150.7
-0.25
15.85
-0.25
1.26
1.1
+0.63
3.09
2.90
+0.21
8.81
7.80
+0.36
9.43
12.52
-0.49
10.23
16.83
-0.56
2.12%
1.89%
+0.28
Fiber1 name
1–1 of 1
GLW
Corning Inc.
Fiber
$159.50
+0.33%
−9.78%
−1.34%
−22.83%
+13.20%
+66.45%
+96.98%
+411.38%
+355.89%
+35.45%
1.23M
137.39B
65.87
63.1
+0.04
36.67
-0.39
7.67
2.9
+2.54
10.36
3.47
+2.55
54.45
15.36
+4.97
32.09
16.55
+1.50
52.46
48.93
+0.04
0.78%
2.52%
-2.18
L5Servers & Assembly
4 namesExpensiveEV/EBITDA avg z +1.84 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 (layer expensive)
PSU1 name
1–1 of 1
2308.TW
Delta Electronics
PSU
1,900.00 TWD
+1.33%
+15.74%
+7.14%
−6.25%
+33.67%
+89.43%
+159.61%
+447.35%
+723.44%
+52.45%
16.83M
4.94T
53.56
28.4
+1.90
29.65
+0.09
6.67
2.6
+2.38
14.86
5.29
+2.65
35.64
14.90
+4.10
37.03
18.02
+2.03
68.48
42.23
+0.64
0.69%
2.44%
-1.67
ODM1 name
1–1 of 1
2317.TW
Foxconn (TW listed)
ODM
253.00 TWD
+1.20%
+0.60%
+1.83%
+0.56%
+31.35%
+10.97%
+26.51%
+152.20%
+181.92%
+23.03%
38.49M
3.54T
16.42
12.3
+1.29
10.94
-0.44
0.37
0.3
+1.20
1.82
1.22
+1.60
8.24
6.76
+0.96
23.29
8.23
+1.20
-127.18
22.34
-2.03
2.90%
4.12%
-1.12
OEM2 names
1–2 of 2
DELL
Dell Technologies
OEM
$572.71
−0.45%
+0.14%
+29.83%
+38.95%
+264.10%
+348.56%
+341.38%
+746.07%
+1142.86%
+65.53%
1.17M
364.13B
31.02
12.4
+1.75
19.67
+0.68
1.13
0.2
+4.18
-239.62
-23.40
-5.26
15.95
9.34
+2.82
28.67
7.28
+3.93
40.70
13.44
+2.17
0.43%
0.92%
-0.51
SMCI
Super Micro Computer
OEM
$41.03
−0.41%
−2.52%
+6.86%
+27.50%
+26.96%
+26.26%
−12.94%
+44.26%
+935.77%
+59.61%
4.86M
26.96B
11.18
19.9
-0.76
7.70
-1.06
0.62
1.0
-0.36
2.35
3.22
-0.29
9.10
14.43
-0.51
-3.80
18.34
-0.17
-3.72
20.93
-0.19
0.00%
0.00%
—
L4AI Accelerators
7 namesFairP/E avg z −0.12 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: NVDA
GPU3 names
1–3 of 3
INTC
Intel
GPU
$121.49
−0.24%
+5.50%
+17.03%
−18.95%
+135.17%
+175.77%
+336.14%
+185.24%
+120.39%
+17.12%
20.25M
642.21B
-45.84
95.0
-0.22
58.92
-0.06
8.59
3.1
+3.25
5.60
2.23
+3.01
40.76
12.54
+3.78
33.21
11.64
+2.30
1442.03
36.33
+5.84
0.00%
2.31%
-1.74
AMD
Advanced Micro Devices
GPU
$616.36
+0.14%
+8.46%
+20.02%
+4.18%
+172.72%
+150.51%
+251.73%
+419.75%
+436.33%
+39.92%
10.82M
1.01T
126.63
-71.1
+0.16
39.58
+0.09
19.50
8.9
+2.95
11.98
11.24
+0.09
89.89
47.22
+2.58
81.21
27.03
+0.14
97.41
62.35
+0.27
0.00%
0.00%
—
NVDA
Nvidia
GPU
$227.24
−0.06%
+1.82%
+2.28%
+5.61%
+24.76%
+17.97%
+30.84%
+390.13%
+917.50%
+59.04%
16.79M
5.49T
26.67
65.6
-1.08
14.49
-1.42
16.81
21.8
-0.61
22.25
27.88
-0.41
24.63
48.35
-1.28
38.13
58.66
-0.83
40.34
68.56
-0.82
0.13%
0.12%
+0.15
ASIC2 names
1–2 of 2
MRVL
Marvell Technology
ASIC
$262.66
+2.05%
+3.45%
+2.94%
−21.34%
+173.02%
+173.64%
+244.84%
+343.39%
+297.04%
+31.76%
3.98M
236.05B
72.05
-92.2
+1.25
38.85
+1.00
20.30
10.1
+2.31
10.35
3.81
+3.15
61.07
50.99
+0.49
91.61
46.90
+2.05
116.51
58.43
+2.04
0.11%
0.54%
-1.35
AVGO
Broadcom
ASIC
$360.96
−0.47%
−1.21%
−1.34%
−12.93%
+12.22%
+3.25%
+4.06%
+334.67%
+678.99%
+50.77%
3.73M
1.72T
44.01
53.6
-0.28
18.62
-1.01
18.47
11.6
+0.98
16.51
11.07
+0.99
37.23
23.66
+1.13
41.44
26.57
+0.85
42.75
27.36
+0.86
0.74%
2.30%
-1.44
Wafer-scale1 name
1–1 of 1
CBRS
Cerebras Systems
Wafer-scale
$204.43
−1.95%
+3.36%
−8.03%
−15.48%
—
−36.23%
—
—
—
—
1.04M
48.57B
-80.25
18.9
-0.69
160.50
+0.99
27.48
32.6
-1.07
4.52
-98.09
+0.75
—
—
—
—
—
—
—
—
—
—
—
—
Power IC1 name
1–1 of 1
MPWR
Monolithic Power Systems
Power IC
$1,335.66
+4.54%
−1.35%
−6.33%
−22.00%
+11.84%
+30.52%
+39.73%
+164.79%
+148.64%
+19.98%
291.68K
65.64B
70.06
70.3
-0.01
38.30
-1.16
17.16
15.5
+0.40
14.42
13.65
+0.21
66.66
58.08
+0.51
68.48
55.45
+0.82
96.18
73.22
+1.12
0.62%
0.69%
-0.42
L3Memory & Storage
6 namesExpensiveP/B avg z +2.06 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
MU
Micron Technology
HBM
$1,069.16
+2.41%
+4.16%
+8.40%
−10.41%
+128.78%
+222.23%
+535.93%
+1349.76%
+1308.27%
+69.72%
6.34M
1.21T
20.92
13.9
+0.21
6.73
-0.21
11.56
4.0
+2.86
10.36
2.54
+3.55
15.17
10.90
+0.36
20.57
12.24
+0.68
40.43
79.09
-0.19
0.06%
0.27%
-0.74
000660.KS
SK Hynix
HBM
1,840,000.00 KRW
−1.50%
+10.08%
+8.00%
−35.99%
+84.47%
+176.54%
+585.01%
+1511.30%
+1767.77%
+79.58%
3.45M
1306.13T
7.37
9.6
-0.13
3.89
-0.35
6.30
2.6
+1.99
4.54
1.90
+1.76
12.67
7.49
+0.62
9.40
8.87
+0.05
13.02
13.89
-0.02
0.18%
1.18%
-1.63
005930.KS
Samsung Electronics
HBM
276,500.00 KRW
+0.91%
+10.04%
−2.66%
−22.40%
+37.09%
+113.91%
+299.19%
+320.51%
+291.30%
+31.37%
19.37M
1815.65T
10.97
15.1
-0.64
3.92
-1.73
2.93
1.6
+1.97
2.86
1.57
+2.11
9.04
5.38
+1.75
8.32
7.84
+0.18
11.31
16.19
-0.14
0.68%
2.20%
-2.28
Storage3 names
1–3 of 3
SNDK
Sandisk
Storage
$1,897.13
+7.39%
+9.70%
+14.21%
−17.99%
+132.07%
+551.00%
+1806.80%
—
—
—
4.05M
277.78B
21.29
-3.7
+0.67
7.17
+0.29
11.19
6.3
+0.81
14.40
6.29
+1.28
21.34
20.86
+0.05
20.88
-228.48
+0.25
21.20
42.29
-0.33
0.00%
0.00%
—
STX
Seagate Technology
Storage
$925.87
+5.53%
+3.45%
+3.15%
−19.70%
+98.09%
+199.40%
+305.83%
+1352.40%
+1092.23%
+64.16%
810.49K
210.54B
58.06
11.2
+1.55
16.72
+0.18
14.98
3.0
+3.41
84.31
-10.70
+0.57
42.68
20.25
+1.25
50.87
18.23
+2.34
60.19
24.74
+2.12
0.36%
3.58%
-2.09
WDC
Western Digital
Storage
$470.67
+5.02%
−1.30%
−4.46%
−40.84%
+39.34%
+135.39%
+338.07%
+1257.66%
+937.08%
+59.65%
1.69M
169.7B
17.66
-2.8
+0.34
14.82
+0.29
11.93
2.0
+2.96
17.39
2.95
+3.10
42.10
13.12
+3.26
42.27
2.53
+0.95
47.30
28.28
+0.22
0.12%
1.51%
-0.59
L2Foundry & Packaging
6 namesExpensiveEV/EBITDA avg z +3.13 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
$121.49
−0.24%
+5.50%
+17.03%
−18.95%
+135.17%
+175.77%
+336.14%
+185.24%
+120.39%
+17.12%
20.25M
642.21B
-45.84
95.0
-0.22
58.92
-0.06
8.59
3.1
+3.25
5.60
2.23
+3.01
40.76
12.54
+3.78
33.21
11.64
+2.30
1442.03
36.33
+5.84
0.00%
2.31%
-1.74
005930.KS
Samsung Electronics
Foundry
276,500.00 KRW
+0.91%
+10.04%
−2.66%
−22.40%
+37.09%
+113.91%
+299.19%
+320.51%
+291.30%
+31.37%
19.37M
1815.65T
10.97
15.1
-0.64
3.92
-1.73
2.93
1.6
+1.97
2.86
1.57
+2.11
9.04
5.38
+1.75
8.32
7.84
+0.18
11.31
16.19
-0.14
0.68%
2.20%
-2.28
TSM
Taiwan Semiconductor (TSMC)
Foundry
$446.13
+0.22%
+0.60%
+5.76%
−5.69%
+28.95%
+37.07%
+67.16%
+398.52%
+306.38%
+32.37%
1.55M
2.31T
30.17
24.7
+0.80
20.35
-0.64
15.18
9.7
+1.78
10.74
6.73
+1.83
23.56
13.14
+2.61
24.57
15.52
+1.74
54.33
45.49
+0.50
0.77%
1.66%
-1.11
688981
SMIC
Foundry
122.41 CNY
+0.33%
+6.96%
−2.24%
−19.48%
+19.41%
−6.11%
+6.32%
+150.84%
+120.83%
+17.17%
32.14M
1.05T
131.37
103.9
+0.42
81.11
-0.35
3.98
3.0
+0.98
5.74
4.32
+0.75
38.65
26.77
+1.46
24.62
26.53
-0.14
-64.79
-59.67
-0.06
0.00%
0.00%
—
OSAT2 names
1–2 of 2
ASX
ASE Technology Holding
OSAT
$44.27
+1.23%
+5.47%
+16.74%
+3.67%
+92.00%
+149.40%
+272.11%
+483.78%
+509.38%
+43.54%
546.98K
115.26B
43.38
16.8
+2.54
22.67
+0.56
3.55
1.1
+3.56
6.66
2.19
+3.45
23.61
7.22
+4.83
15.29
6.20
+3.36
-68.37
9.62
-1.51
0.81%
3.10%
-1.53
AMKR
Amkor Technology
OSAT
$52.78
+1.13%
−2.76%
−0.98%
−44.29%
+4.82%
+17.77%
+90.27%
+132.20%
+102.29%
+15.13%
910.07K
13.11B
21.14
18.2
+0.26
18.81
+0.06
1.57
1.0
+1.35
2.51
1.76
+1.18
16.13
5.29
+4.37
9.86
5.91
+1.54
-68.33
24.62
-3.28
0.71%
0.65%
+0.12
L1Chip Design & Equipment
16 namesFairP/E avg z +0.71 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
Niche4 names
1–4 of 4
042700.KS
Hanmi Semiconductor
Niche
240,000.00 KRW
+1.48%
+5.11%
+10.77%
−21.56%
−22.96%
+64.17%
+186.17%
+413.77%
+1429.84%
+72.56%
551.46K
22.76T
95.01
35.5
+1.71
48.01
+0.36
38.20
15.4
+1.22
28.19
10.02
+1.71
98.61
39.20
+1.24
117.52
42.63
+0.77
172.24
116.38
+0.32
0.36%
1.43%
-1.02
BESI
BE Semiconductor Industries
Niche
€189.85
+0.64%
−1.37%
−11.46%
−37.11%
+2.89%
+25.97%
+48.01%
+107.33%
+217.13%
+25.96%
139.42K
15.02B
67.71
43.3
+0.86
28.82
-0.51
19.38
11.6
+1.11
24.81
15.45
+0.92
76.54
29.76
+2.72
57.31
39.27
+0.86
58.75
40.61
+0.81
0.90%
3.90%
-1.01
6920.T
Lasertec
Niche
39,090.00 JPY
+8.70%
+13.07%
+11.91%
−28.78%
+9.47%
+23.76%
+151.95%
+90.50%
+43.65%
+7.51%
4.72M
3.5T
40.95
59.2
-0.59
35.79
-0.75
13.73
15.9
-0.27
12.82
19.94
-0.64
22.99
37.18
-0.66
65.18
104.76
-0.17
67.42
16.41
+0.06
0.93%
0.77%
+0.34
6146.T
Disco Corporation
Niche
52,420.00 JPY
+3.62%
+0.85%
−13.10%
−38.26%
−21.73%
+3.17%
+38.21%
+106.09%
+402.44%
+38.11%
1.44M
5.69T
38.03
34.4
+0.24
38.52
+0.28
12.00
8.9
+0.64
9.51
6.92
+0.68
40.06
20.25
+2.07
220.76
107.09
+1.28
376.16
-32.59
+0.37
0.99%
1.51%
-0.80
Materials3 names
1–3 of 3
Q
Qnity Electronics
Materials
$123.27
+1.19%
−5.02%
−4.69%
−28.91%
+7.37%
+41.52%
—
—
—
—
88.62K
25.79B
41.98
38.2
+0.35
22.92
-1.40
4.71
5.1
-0.40
3.38
3.39
-0.02
24.85
19.37
+1.35
21.08
21.20
-0.03
29.87
28.63
+0.19
—
—
—
4063.T
Shin-Etsu Chemical
Materials
5,844.00 JPY
+1.42%
+1.85%
−5.15%
−20.05%
−8.36%
+19.23%
+35.38%
+36.90%
+53.96%
+9.01%
8.96M
10.61T
22.22
18.2
+0.75
17.72
-0.10
4.06
3.8
+0.29
2.32
2.25
+0.18
13.34
8.47
+1.85
15.17
18.41
-1.71
27.91
34.27
-1.69
1.86%
1.91%
-0.11
7741.T
Hoya Corp
Materials
22,605.00 JPY
−0.22%
−0.37%
−10.44%
−17.03%
−17.82%
−5.69%
+11.56%
+45.03%
+28.07%
+5.07%
1.29M
7.54T
28.38
33.9
-0.90
33.09
-0.13
7.63
7.8
-0.08
7.38
6.65
+0.58
22.86
20.50
+0.63
25.83
27.70
-0.36
31.78
34.61
-0.40
1.32%
0.82%
+2.13
Test1 name
1–1 of 1
6857.T
Advantest
Test
32,050.00 JPY
+5.99%
+1.04%
−9.36%
+0.98%
+36.31%
+51.56%
+181.10%
+610.73%
+1105.35%
+64.52%
10.82M
23.14T
47.42
31.9
+0.87
134.82
+5.74
17.56
6.8
+2.39
20.76
9.14
+1.80
39.33
19.33
+1.99
51.19
42.42
+0.20
56.10
387.43
-0.24
0.20%
1.19%
-1.19
WFE5 names
1–5 of 5
AMAT
Applied Materials
WFE
$463.78
−0.10%
−2.61%
−10.30%
−27.88%
+24.74%
+65.94%
+150.96%
+214.78%
+235.51%
+27.39%
1.62M
368.05B
36.58
21.3
+1.81
25.13
+0.45
10.92
5.1
+2.23
13.14
8.28
+1.73
42.15
16.15
+3.95
40.42
20.12
+2.35
60.35
24.66
+2.64
0.47%
1.01%
-1.22
LRCX
Lam Research
WFE
$304.88
+0.86%
−3.39%
−6.21%
−25.94%
+23.22%
+55.98%
+137.66%
+347.98%
+404.91%
+38.24%
984.37K
381.5B
47.45
23.8
+2.06
26.17
+0.20
14.73
6.2
+2.34
27.44
12.75
+2.09
54.89
17.90
+4.03
58.64
23.00
+2.97
70.23
26.07
+3.11
0.38%
1.20%
-1.54
8035.T
Tokyo Electron
WFE
53,110.00 JPY
+4.20%
+3.21%
−1.68%
−29.52%
+38.23%
+45.16%
+167.52%
+176.22%
+233.20%
+27.22%
4.01M
24.13T
37.38
24.1
+1.30
41.49
+1.71
8.76
4.8
+1.75
10.74
6.32
+1.84
44.79
15.79
+3.59
39.59
28.22
+0.94
59.05
39.60
+1.01
1.24%
2.51%
-1.12
ASML
ASML Holding
WFE
$1,722.67
+0.66%
−1.08%
−4.10%
−12.83%
+23.37%
+45.04%
+93.86%
+179.10%
+103.62%
+15.28%
164.63K
661.68B
49.04
41.1
+0.83
29.02
-1.26
14.74
11.0
+1.26
24.33
17.76
+0.90
43.31
30.66
+1.78
46.54
38.07
+0.51
53.53
53.10
+0.01
0.49%
0.78%
-1.11
KLAC
KLA Corporation
WFE
$183.61
−0.20%
−2.02%
−5.49%
−31.73%
+17.38%
+39.39%
+79.77%
+274.80%
+408.35%
+38.43%
918.28K
239.9B
46.10
26.6
+1.79
27.38
+0.07
16.28
7.8
+2.14
34.80
20.84
+1.37
65.73
18.64
+4.90
53.67
24.17
+2.55
59.02
26.58
+2.56
0.40%
1.36%
-1.42
IP1 name
1–1 of 1
ARM
Arm Holdings
IP
$323.81
+0.28%
+4.09%
+10.54%
−37.28%
+112.30%
+140.22%
+79.70%
+333.42%
—
—
1.64M
345.83B
245.19
343.2
-0.31
106.00
-0.75
49.51
38.5
+0.89
29.58
22.90
+0.90
327.87
245.37
+0.63
123.04
153.65
-0.41
171.08
224.52
-0.31
0.00%
0.00%
—
EDA2 names
1–2 of 2
CDNS
Cadence Design Systems
EDA
$295.86
+0.33%
−2.24%
−10.18%
−26.97%
−1.57%
−8.86%
−18.54%
+17.32%
+74.38%
+11.76%
283.78K
81.48B
55.52
60.8
-0.29
30.99
-1.63
13.16
14.1
-0.24
11.21
16.06
-1.30
48.52
42.63
+0.59
41.55
44.40
-0.21
45.91
49.03
-0.20
0.00%
0.00%
—
SNPS
Synopsys
EDA
$404.79
+0.73%
−3.12%
−4.05%
−15.49%
−10.11%
−19.87%
−9.50%
−17.54%
+20.11%
+3.73%
170.32K
77.57B
67.38
53.4
+0.85
23.10
-1.85
7.77
10.3
-0.89
2.35
7.58
-1.72
26.86
38.90
-1.29
24.97
40.51
-1.13
26.70
46.62
-1.26
0.00%
0.00%
—
L0Power & Cooling
17 namesFairEV/EBITDA avg z +0.85 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: none
Fuel Cells4 names
1–4 of 4
BE
Bloom Energy
Fuel Cells
$277.53
+1.70%
−3.67%
+28.55%
−19.24%
+59.36%
+169.16%
+233.41%
+1667.33%
+1277.75%
+68.98%
2.48M
81.74B
350.25
30.9
+0.15
56.31
+0.01
24.22
4.8
+2.91
46.78
14.32
+0.24
243.55
555.98
-0.95
112.26
21.15
+0.92
132.50
44.08
+0.59
0.00%
0.00%
—
FCEL
FuelCell Energy
Fuel Cells
$18.20
+1.31%
+13.97%
−10.79%
−24.67%
+168.30%
+121.66%
+136.73%
−52.84%
−90.94%
−38.13%
1M
1.45B
-4.45
-7.6
+0.30
-18.51
-1.04
7.92
12.0
-0.23
1.25
3.03
-0.40
151.25
149.62
+0.11
-11.15
-13.89
+0.13
-10.62
-12.89
+0.11
0.00%
0.00%
—
CWR
Ceres Power Holdings
Fuel Cells
416.80p
−1.93%
+0.20%
−1.91%
−39.39%
+30.32%
+91.05%
+183.15%
+22.68%
−63.52%
−18.27%
454.04K
891.14M
-15.03
-56.2
+0.61
-495.01
-6.51
—
—
—
6.67
5.79
+0.19
—
—
—
—
—
—
-39.31
-45.58
+0.12
0.00%
0.00%
—
336260.KS
Doosan Fuel Cell
Fuel Cells
47,600.00 KRW
−1.14%
+0.73%
+30.14%
−23.33%
+4.90%
+66.03%
+92.22%
+85.55%
−3.89%
−0.79%
718.62K
3.75T
-21.77
203.3
-0.64
2015.02
+5.13
7.87
5.7
+1.18
13.66
6.56
+1.62
544.19
223.67
+1.84
-37.88
21.37
-0.45
-33.03
-11.02
-0.28
0.00%
0.00%
—
Cooling3 names
1–3 of 3
JCI
Johnson Controls
Cooling
$145.53
+0.24%
−1.87%
−1.15%
−1.06%
+7.82%
+17.83%
+34.18%
+162.95%
+115.93%
+16.64%
95.8K
88.15B
23.95
42.3
-0.37
23.96
-0.37
3.34
1.9
+2.09
6.19
2.87
+2.39
22.41
15.98
+2.02
41.36
23.78
+1.70
50.65
34.32
+1.03
1.16%
2.13%
-1.55
TT
Trane Technologies
Cooling
$435.38
+0.48%
−3.03%
−5.57%
−11.02%
+1.91%
+8.58%
+8.32%
+112.80%
+149.99%
+20.11%
51.36K
95.79B
32.27
28.0
+0.53
24.84
-0.38
4.23
2.9
+1.10
10.88
7.27
+1.14
25.51
17.78
+1.83
24.12
24.06
+0.01
26.36
28.49
-0.26
0.93%
1.47%
-0.98
6367.T
Daikin Industries
Cooling
20,740.00 JPY
+0.19%
−0.19%
−0.58%
−13.19%
+9.52%
+3.35%
+14.70%
−9.47%
−16.89%
−3.63%
2.15M
5.77T
21.74
27.2
-0.70
20.94
-0.81
1.09
1.7
-1.26
1.90
2.88
-1.23
10.39
12.02
-0.57
10.53
20.33
-0.91
17.48
206.70
-0.25
1.66%
1.15%
+1.37
Nuclear1 name
1–1 of 1
BWXT
BWX Technologies
Nuclear
$145.59
−1.27%
−1.73%
−9.08%
−28.07%
−29.59%
−18.53%
−11.89%
+106.12%
+185.70%
+23.36%
92.88K
13.34B
38.45
29.3
+0.75
27.64
-0.14
3.87
3.2
+0.61
10.20
10.95
-0.20
42.15
22.24
+2.28
26.32
25.45
+0.08
43.14
68.26
-0.19
0.70%
1.15%
-1.30
Fuel1 name
1–1 of 1
CCJ
Cameco
Fuel
$92.75
−0.51%
−5.23%
−6.49%
−13.96%
−14.05%
−7.04%
+12.21%
+136.72%
+341.49%
+34.58%
637.84K
40.4B
162.56
-2.8
+0.60
49.90
+0.19
16.60
8.1
+1.74
8.09
3.46
+1.81
79.96
54.03
+0.60
64.83
9.34
+0.34
114.44
41.86
+1.24
0.19%
0.43%
-0.61
Generation4 names
1–4 of 4
NEE
NextEra Energy
Generation
$79.26
−0.46%
−2.24%
−5.63%
−6.54%
−11.62%
+1.60%
+17.74%
+28.55%
+12.39%
+2.36%
880.17K
165.33B
18.32
33.6
-0.81
18.03
-0.82
6.06
6.8
-0.66
2.98
3.41
-0.67
20.44
20.53
-0.02
12.38
15.34
-0.85
56.06
106.13
-0.04
2.91%
2.36%
+1.27
VST
Vistra Corp.
Generation
$140.35
−0.31%
−5.20%
−1.42%
−13.97%
−15.72%
−14.63%
−32.12%
+336.91%
+777.98%
+54.42%
639.96K
47.1B
23.76
12.6
+0.36
13.54
+0.03
2.69
1.4
+1.37
15.73
6.93
+1.09
16.22
13.67
+0.15
9.32
9.33
-0.00
21.17
0.06
+0.56
0.65%
1.77%
-1.00
TLN
Talen Energy
Generation
$299.42
−0.18%
−6.54%
−9.32%
−33.00%
−14.05%
−26.32%
−28.37%
+432.42%
—
—
33.65K
14.35B
-65.71
-27.3
-0.28
9.74
+0.27
2.93
3.9
-1.37
8.49
6.74
+0.27
14.31
18.49
-0.32
18.37
109.41
-0.35
36.13
-107.35
+0.31
0.00%
0.00%
—
CEG
Constellation Energy
Generation
$260.79
−0.50%
−10.55%
−7.10%
−6.92%
−19.27%
−30.15%
−20.28%
+137.63%
—
—
186.21K
92.4B
25.77
-6.7
+0.42
19.68
+0.34
3.05
2.4
+0.53
2.94
4.32
-0.66
13.71
26.21
-0.28
22.65
11.68
+0.18
308.24
-8.76
+2.34
0.62%
0.63%
-0.12
Electrical2 names
1–2 of 2
GEV
GE Vernova
Electrical
$940.37
−0.62%
−1.77%
−4.77%
−15.26%
+7.23%
+38.63%
+53.30%
—
—
—
212.1K
250.45B
25.04
69.0
-1.03
37.15
-0.75
5.64
5.1
+0.38
19.48
15.01
+0.79
90.51
67.29
+1.44
16.70
38.26
-1.91
18.99
50.02
-1.80
0.20%
0.15%
+2.06
ETN
Eaton Corporation
Electrical
$439.37
+0.90%
−0.14%
+0.02%
+0.96%
+18.53%
+30.86%
+18.21%
+99.16%
+193.44%
+24.02%
230.7K
170.65B
40.00
29.0
+1.33
27.21
-0.22
5.09
3.5
+1.14
7.54
4.52
+1.53
26.48
18.16
+1.62
30.94
24.17
+0.77
38.93
30.70
+0.69
1.09%
2.04%
-1.11
Cooling+Power2 names
1–2 of 2
VRT
Vertiv Holdings
Cooling+Power
$253.02
+0.86%
−2.96%
−4.42%
−25.10%
−7.31%
+42.11%
+82.46%
+576.09%
+944.35%
+59.87%
674.61K
97.41B
53.72
87.9
-0.19
27.74
-0.34
7.96
3.6
+1.55
19.21
11.11
+0.98
49.32
22.95
+2.96
27.80
38.83
-0.04
31.82
-20.90
+0.22
0.09%
0.06%
+1.02
SU
Schneider Electric
Cooling+Power
€295.90
+0.31%
−1.84%
−2.91%
+2.24%
+19.29%
+22.43%
+25.88%
+93.73%
+119.61%
+17.04%
227.31K
166.68B
32.83
27.0
+0.99
24.37
-0.46
2.17
1.4
+2.22
6.25
3.65
+2.15
7.50
5.81
+0.83
8.53
5.74
+1.16
25.03
22.70
+0.40
1.54%
2.19%
-1.04
Full AISC universe
83 unique tickers1–50 of 83
SNDK
Sandisk
Storage
$1,897.13
+7.39%
+9.70%
+14.21%
−17.99%
+132.07%
+551.00%
+1806.80%
—
—
—
4.05M
277.78B
21.29
-3.7
+0.67
7.17
+0.29
11.19
6.3
+0.81
14.40
6.29
+1.28
21.34
20.86
+0.05
20.88
-228.48
+0.25
21.20
42.29
-0.33
0.00%
0.00%
—
DELL
Dell Technologies
OEM
$572.71
−0.45%
+0.14%
+29.83%
+38.95%
+264.10%
+348.56%
+341.38%
+746.07%
+1142.86%
+65.53%
1.17M
364.13B
31.02
12.4
+1.75
19.67
+0.68
1.13
0.2
+4.18
-239.62
-23.40
-5.26
15.95
9.34
+2.82
28.67
7.28
+3.93
40.70
13.44
+2.17
0.43%
0.92%
-0.51
MU
Micron Technology
HBM
$1,069.16
+2.41%
+4.16%
+8.40%
−10.41%
+128.78%
+222.23%
+535.93%
+1349.76%
+1308.27%
+69.72%
6.34M
1.21T
20.92
13.9
+0.21
6.73
-0.21
11.56
4.0
+2.86
10.36
2.54
+3.55
15.17
10.90
+0.36
20.57
12.24
+0.68
40.43
79.09
-0.19
0.06%
0.27%
-0.74
STX
Seagate Technology
Storage
$925.87
+5.53%
+3.45%
+3.15%
−19.70%
+98.09%
+199.40%
+305.83%
+1352.40%
+1092.23%
+64.16%
810.49K
210.54B
58.06
11.2
+1.55
16.72
+0.18
14.98
3.0
+3.41
84.31
-10.70
+0.57
42.68
20.25
+1.25
50.87
18.23
+2.34
60.19
24.74
+2.12
0.36%
3.58%
-2.09
000660.KS
SK Hynix
HBM
1,840,000.00 KRW
−1.50%
+10.08%
+8.00%
−35.99%
+84.47%
+176.54%
+585.01%
+1511.30%
+1767.77%
+79.58%
3.45M
1306.13T
7.37
9.6
-0.13
3.89
-0.35
6.30
2.6
+1.99
4.54
1.90
+1.76
12.67
7.49
+0.62
9.40
8.87
+0.05
13.02
13.89
-0.02
0.18%
1.18%
-1.63
INTC
Intel
Foundry
$121.49
−0.24%
+5.50%
+17.03%
−18.95%
+135.17%
+175.77%
+336.14%
+185.24%
+120.39%
+17.12%
20.25M
642.21B
-45.84
95.0
-0.22
58.92
-0.06
8.59
3.1
+3.25
5.60
2.23
+3.01
40.76
12.54
+3.78
33.21
11.64
+2.30
1442.03
36.33
+5.84
0.00%
2.31%
-1.74
MRVL
Marvell Technology
ASIC
$262.66
+2.05%
+3.45%
+2.94%
−21.34%
+173.02%
+173.64%
+244.84%
+343.39%
+297.04%
+31.76%
3.98M
236.05B
72.05
-92.2
+1.25
38.85
+1.00
20.30
10.1
+2.31
10.35
3.81
+3.15
61.07
50.99
+0.49
91.61
46.90
+2.05
116.51
58.43
+2.04
0.11%
0.54%
-1.35
BE
Bloom Energy
Fuel Cells
$277.53
+1.70%
−3.67%
+28.55%
−19.24%
+59.36%
+169.16%
+233.41%
+1667.33%
+1277.75%
+68.98%
2.48M
81.74B
350.25
30.9
+0.15
56.31
+0.01
24.22
4.8
+2.91
46.78
14.32
+0.24
243.55
555.98
-0.95
112.26
21.15
+0.92
132.50
44.08
+0.59
0.00%
0.00%
—
AAOI
Applied Optoelectronics
Optics
$104.37
−3.96%
−0.18%
−13.93%
−35.02%
+3.19%
+165.58%
+256.87%
+1053.18%
+1406.73%
+72.03%
3.45M
8.86B
-122.90
-21.6
-1.85
22.68
+0.81
13.56
3.1
+2.03
4.84
2.15
+1.05
72.83
50.86
+0.78
-59.25
-79.04
+0.05
-12.36
-10.16
-0.24
0.00%
0.00%
—
AMD
Advanced Micro Devices
GPU
$616.36
+0.14%
+8.46%
+20.02%
+4.18%
+172.72%
+150.51%
+251.73%
+419.75%
+436.33%
+39.92%
10.82M
1.01T
126.63
-71.1
+0.16
39.58
+0.09
19.50
8.9
+2.95
11.98
11.24
+0.09
89.89
47.22
+2.58
81.21
27.03
+0.14
97.41
62.35
+0.27
0.00%
0.00%
—
ASX
ASE Technology Holding
OSAT
$44.27
+1.23%
+5.47%
+16.74%
+3.67%
+92.00%
+149.40%
+272.11%
+483.78%
+509.38%
+43.54%
546.98K
115.26B
43.38
16.8
+2.54
22.67
+0.56
3.55
1.1
+3.56
6.66
2.19
+3.45
23.61
7.22
+4.83
15.29
6.20
+3.36
-68.37
9.62
-1.51
0.81%
3.10%
-1.53
NBIS
Nebius Group
Neocloud
$244.30
+4.94%
−0.45%
−0.16%
−22.03%
+83.95%
+148.52%
+137.61%
—
—
—
3.82M
66.41B
-1632.23
-15.7
-4.73
-74.30
-0.17
37.33
19.6
+0.78
5.58
4.73
+0.57
620.51
296.45
+0.29
78.73
44.86
+0.82
-215.05
-292.91
+0.06
0.00%
0.00%
—
LITE
Lumentum
Optics
$996.58
+4.41%
+0.42%
+12.48%
+9.52%
+20.56%
+141.10%
+469.92%
+1880.24%
+1003.37%
+61.64%
1.03M
89.39B
-10.16
9.1
-0.08
25.10
+0.07
24.55
5.1
+3.32
15.93
6.27
+1.07
84.63
123.88
-0.21
94.02
44.13
+0.92
235.40
-35.77
+0.82
0.00%
0.00%
—
ARM
Arm Holdings
IP
$323.81
+0.28%
+4.09%
+10.54%
−37.28%
+112.30%
+140.22%
+79.70%
+333.42%
—
—
1.64M
345.83B
245.19
343.2
-0.31
106.00
-0.75
49.51
38.5
+0.89
29.58
22.90
+0.90
327.87
245.37
+0.63
123.04
153.65
-0.41
171.08
224.52
-0.31
0.00%
0.00%
—
WDC
Western Digital
Storage
$470.67
+5.02%
−1.30%
−4.46%
−40.84%
+39.34%
+135.39%
+338.07%
+1257.66%
+937.08%
+59.65%
1.69M
169.7B
17.66
-2.8
+0.34
14.82
+0.29
11.93
2.0
+2.96
17.39
2.95
+3.10
42.10
13.12
+3.26
42.27
2.53
+0.95
47.30
28.28
+0.22
0.12%
1.51%
-0.59
FCEL
FuelCell Energy
Fuel Cells
$18.20
+1.31%
+13.97%
−10.79%
−24.67%
+168.30%
+121.66%
+136.73%
−52.84%
−90.94%
−38.13%
1M
1.45B
-4.45
-7.6
+0.30
-18.51
-1.04
7.92
12.0
-0.23
1.25
3.03
-0.40
151.25
149.62
+0.11
-11.15
-13.89
+0.13
-10.62
-12.89
+0.11
0.00%
0.00%
—
005930.KS
Samsung Electronics
Foundry
276,500.00 KRW
+0.91%
+10.04%
−2.66%
−22.40%
+37.09%
+113.91%
+299.19%
+320.51%
+291.30%
+31.37%
19.37M
1815.65T
10.97
15.1
-0.64
3.92
-1.73
2.93
1.6
+1.97
2.86
1.57
+2.11
9.04
5.38
+1.75
8.32
7.84
+0.18
11.31
16.19
-0.14
0.68%
2.20%
-2.28
HUT
Hut 8 Corp.
Neocloud
$106.44
+2.92%
+0.14%
+20.30%
−20.65%
+96.93%
+92.59%
+161.29%
+840.38%
+128.56%
+17.98%
741.45K
13.12B
-17.03
3.2
-1.08
-21.96
-1.34
35.31
10.4
+2.48
7.78
2.80
+2.53
327.86
409.13
-0.04
-122.53
-38.99
-0.74
-13.36
-28.60
+0.16
0.00%
0.00%
—
CWR
Ceres Power Holdings
Fuel Cells
416.80p
−1.93%
+0.20%
−1.91%
−39.39%
+30.32%
+91.05%
+183.15%
+22.68%
−63.52%
−18.27%
454.04K
891.14M
-15.03
-56.2
+0.61
-495.01
-6.51
—
—
—
6.67
5.79
+0.19
—
—
—
—
—
—
-39.31
-45.58
+0.12
0.00%
0.00%
—
2308.TW
Delta Electronics
PSU
1,900.00 TWD
+1.33%
+15.74%
+7.14%
−6.25%
+33.67%
+89.43%
+159.61%
+447.35%
+723.44%
+52.45%
16.83M
4.94T
53.56
28.4
+1.90
29.65
+0.09
6.67
2.6
+2.38
14.86
5.29
+2.65
35.64
14.90
+4.10
37.03
18.02
+2.03
68.48
42.23
+0.64
0.69%
2.44%
-1.67
ALAB
Astera Labs, Inc.
Interconnect
$363.67
+6.73%
+4.13%
+4.92%
−27.29%
+140.37%
+68.89%
+21.60%
—
—
—
1.89M
63.09B
126.56
64.6
+0.33
56.88
-0.04
37.10
42.0
-0.31
25.84
17.77
+0.50
305.90
234.37
+0.73
140.38
115.98
+0.63
170.33
139.98
+0.64
0.00%
0.00%
—
GLW
Corning Inc.
Fiber
$159.50
+0.33%
−9.78%
−1.34%
−22.83%
+13.20%
+66.45%
+96.98%
+411.38%
+355.89%
+35.45%
1.23M
137.39B
65.87
63.1
+0.04
36.67
-0.39
7.67
2.9
+2.54
10.36
3.47
+2.55
54.45
15.36
+4.97
32.09
16.55
+1.50
52.46
48.93
+0.04
0.78%
2.52%
-2.18
336260.KS
Doosan Fuel Cell
Fuel Cells
47,600.00 KRW
−1.14%
+0.73%
+30.14%
−23.33%
+4.90%
+66.03%
+92.22%
+85.55%
−3.89%
−0.79%
718.62K
3.75T
-21.77
203.3
-0.64
2015.02
+5.13
7.87
5.7
+1.18
13.66
6.56
+1.62
544.19
223.67
+1.84
-37.88
21.37
-0.45
-33.03
-11.02
-0.28
0.00%
0.00%
—
AMAT
Applied Materials
WFE
$463.78
−0.10%
−2.61%
−10.30%
−27.88%
+24.74%
+65.94%
+150.96%
+214.78%
+235.51%
+27.39%
1.62M
368.05B
36.58
21.3
+1.81
25.13
+0.45
10.92
5.1
+2.23
13.14
8.28
+1.73
42.15
16.15
+3.95
40.42
20.12
+2.35
60.35
24.66
+2.64
0.47%
1.01%
-1.22
FIX
Comfort Systems USA
Builder
$1,621.80
−0.66%
−2.33%
−2.63%
−16.02%
+14.42%
+64.77%
+116.90%
+784.56%
+2302.86%
+88.86%
40.8K
57.08B
38.94
23.8
+1.51
26.95
+0.31
4.96
1.7
+2.29
17.32
6.68
+2.10
33.96
13.66
+3.52
21.91
17.27
+0.53
25.88
20.61
+0.50
0.16%
0.51%
-1.34
042700.KS
Hanmi Semiconductor
Niche
240,000.00 KRW
+1.48%
+5.11%
+10.77%
−21.56%
−22.96%
+64.17%
+186.17%
+413.77%
+1429.84%
+72.56%
551.46K
22.76T
95.01
35.5
+1.71
48.01
+0.36
38.20
15.4
+1.22
28.19
10.02
+1.71
98.61
39.20
+1.24
117.52
42.63
+0.77
172.24
116.38
+0.32
0.36%
1.43%
-1.02
NOK
Nokia
AI-RAN
$10.70
−2.24%
−4.04%
+5.43%
−20.83%
+28.67%
+64.06%
+127.23%
+186.58%
+113.84%
+16.42%
19.47M
59.88B
66.64
-41.2
+0.36
22.12
+0.21
2.29
1.2
+2.30
2.23
1.44
+1.69
19.94
7.85
+3.47
41.73
-6.49
+0.42
87.57
342.18
-0.14
1.24%
1.70%
-0.37
COHR
Coherent Corp.
Optics
$322.09
+0.18%
+3.93%
+10.40%
−18.54%
+15.16%
+63.31%
+206.89%
+869.93%
+420.26%
+39.07%
1.66M
63.08B
64.81
-13.7
+0.60
23.08
+0.28
7.33
2.6
+2.34
4.78
2.35
+1.94
54.09
17.90
+4.33
677.70
54.55
+4.27
-52.65
85.85
-0.71
0.00%
0.00%
—
LRCX
Lam Research
WFE
$304.88
+0.86%
−3.39%
−6.21%
−25.94%
+23.22%
+55.98%
+137.66%
+347.98%
+404.91%
+38.24%
984.37K
381.5B
47.45
23.8
+2.06
26.17
+0.20
14.73
6.2
+2.34
27.44
12.75
+2.09
54.89
17.90
+4.03
58.64
23.00
+2.97
70.23
26.07
+3.11
0.38%
1.20%
-1.54
6857.T
Advantest
Test
32,050.00 JPY
+5.99%
+1.04%
−9.36%
+0.98%
+36.31%
+51.56%
+181.10%
+610.73%
+1105.35%
+64.52%
10.82M
23.14T
47.42
31.9
+0.87
134.82
+5.74
17.56
6.8
+2.39
20.76
9.14
+1.80
39.33
19.33
+1.99
51.19
42.42
+0.20
56.10
387.43
-0.24
0.20%
1.19%
-1.19
ANET
Arista Networks
Networking
$204.47
−0.46%
−0.10%
+6.94%
+17.52%
+46.33%
+49.24%
+39.59%
+324.03%
+811.08%
+55.56%
1.11M
257.88B
59.21
41.0
+1.35
39.42
-0.12
22.47
12.5
+2.09
16.01
9.77
+2.01
43.84
29.46
+1.65
45.16
39.89
+0.35
46.49
41.56
+0.29
0.00%
0.00%
—
CSCO
Cisco
Networking
$108.27
−2.87%
−2.34%
−0.94%
−8.05%
+40.77%
+45.34%
+65.06%
+110.61%
+126.84%
+17.80%
2.95M
426.84B
33.06
24.0
+0.48
19.26
-0.25
6.86
4.3
+2.90
8.64
5.44
+2.95
25.36
13.68
+3.60
30.93
16.02
+2.86
34.34
17.02
+2.94
1.51%
2.81%
-2.61
8035.T
Tokyo Electron
WFE
53,110.00 JPY
+4.20%
+3.21%
−1.68%
−29.52%
+38.23%
+45.16%
+167.52%
+176.22%
+233.20%
+27.22%
4.01M
24.13T
37.38
24.1
+1.30
41.49
+1.71
8.76
4.8
+1.75
10.74
6.32
+1.84
44.79
15.79
+3.59
39.59
28.22
+0.94
59.05
39.60
+1.01
1.24%
2.51%
-1.12
ASML
ASML Holding
WFE
$1,722.67
+0.66%
−1.08%
−4.10%
−12.83%
+23.37%
+45.04%
+93.86%
+179.10%
+103.62%
+15.28%
164.63K
661.68B
49.04
41.1
+0.83
29.02
-1.26
14.74
11.0
+1.26
24.33
17.76
+0.90
43.31
30.66
+1.78
46.54
38.07
+0.51
53.53
53.10
+0.01
0.49%
0.78%
-1.11
PWR
Quanta Services
Builder
$642.96
+0.05%
−2.13%
−6.01%
−9.32%
+10.21%
+44.86%
+69.48%
+218.99%
+453.87%
+40.83%
54.42K
96.66B
71.24
40.1
+1.54
32.61
-0.37
2.84
1.4
+1.90
9.70
4.31
+2.04
36.77
17.39
+2.52
29.83
15.03
+0.21
39.65
81.83
-0.15
0.07%
0.20%
-1.10
VRT
Vertiv Holdings
Cooling+Power
$253.02
+0.86%
−2.96%
−4.42%
−25.10%
−7.31%
+42.11%
+82.46%
+576.09%
+944.35%
+59.87%
674.61K
97.41B
53.72
87.9
-0.19
27.74
-0.34
7.96
3.6
+1.55
19.21
11.11
+0.98
49.32
22.95
+2.96
27.80
38.83
-0.04
31.82
-20.90
+0.22
0.09%
0.06%
+1.02
Q
Qnity Electronics
Materials
$123.27
+1.19%
−5.02%
−4.69%
−28.91%
+7.37%
+41.52%
—
—
—
—
88.62K
25.79B
41.98
38.2
+0.35
22.92
-1.40
4.71
5.1
-0.40
3.38
3.39
-0.02
24.85
19.37
+1.35
21.08
21.20
-0.03
29.87
28.63
+0.19
—
—
—
KLAC
KLA Corporation
WFE
$183.61
−0.20%
−2.02%
−5.49%
−31.73%
+17.38%
+39.39%
+79.77%
+274.80%
+408.35%
+38.43%
918.28K
239.9B
46.10
26.6
+1.79
27.38
+0.07
16.28
7.8
+2.14
34.80
20.84
+1.37
65.73
18.64
+4.90
53.67
24.17
+2.55
59.02
26.58
+2.56
0.40%
1.36%
-1.42
GEV
GE Vernova
Electrical
$940.37
−0.62%
−1.77%
−4.77%
−15.26%
+7.23%
+38.63%
+53.30%
—
—
—
212.1K
250.45B
25.04
69.0
-1.03
37.15
-0.75
5.64
5.1
+0.38
19.48
15.01
+0.79
90.51
67.29
+1.44
16.70
38.26
-1.91
18.99
50.02
-1.80
0.20%
0.15%
+2.06
TSM
Taiwan Semiconductor (TSMC)
Foundry
$446.13
+0.22%
+0.60%
+5.76%
−5.69%
+28.95%
+37.07%
+67.16%
+398.52%
+306.38%
+32.37%
1.55M
2.31T
30.17
24.7
+0.80
20.35
-0.64
15.18
9.7
+1.78
10.74
6.73
+1.83
23.56
13.14
+2.61
24.57
15.52
+1.74
54.33
45.49
+0.50
0.77%
1.66%
-1.11
EQIX
Equinix
DC REIT
$1,056.99
−0.03%
−1.58%
−5.18%
−6.04%
+5.80%
+35.70%
+33.95%
+41.54%
+31.18%
+5.58%
18.25K
104.29B
64.27
103.6
-1.11
56.77
-1.32
10.05
9.4
+0.45
6.85
5.95
+1.20
36.94
27.43
+1.74
25.12
24.67
+0.11
-67.63
-308.36
+0.16
1.97%
1.80%
+0.58
WULF
TeraWulf
Neocloud
$17.60
+0.86%
+1.61%
+9.74%
−41.30%
+8.07%
+33.52%
+49.87%
+883.24%
−27.71%
−6.28%
2.77M
8.78B
-3.52
-7.6
+0.05
-73.33
-0.87
46.72
12.0
+2.30
52.41
2.99
+1.84
4083.75
909.19
+2.01
-26.92
237.84
-0.39
-3.00
233.86
-0.35
0.00%
0.00%
—
ETN
Eaton Corporation
Electrical
$439.37
+0.90%
−0.14%
+0.02%
+0.96%
+18.53%
+30.86%
+18.21%
+99.16%
+193.44%
+24.02%
230.7K
170.65B
40.00
29.0
+1.33
27.21
-0.22
5.09
3.5
+1.14
7.54
4.52
+1.53
26.48
18.16
+1.62
30.94
24.17
+0.77
38.93
30.70
+0.69
1.09%
2.04%
-1.11
MPWR
Monolithic Power Systems
Power IC
$1,335.66
+4.54%
−1.35%
−6.33%
−22.00%
+11.84%
+30.52%
+39.73%
+164.79%
+148.64%
+19.98%
291.68K
65.64B
70.06
70.3
-0.01
38.30
-1.16
17.16
15.5
+0.40
14.42
13.65
+0.21
66.66
58.08
+0.51
68.48
55.45
+0.82
96.18
73.22
+1.12
0.62%
0.69%
-0.42
SMCI
Super Micro Computer
OEM
$41.03
−0.41%
−2.52%
+6.86%
+27.50%
+26.96%
+26.26%
−12.94%
+44.26%
+935.77%
+59.61%
4.86M
26.96B
11.18
19.9
-0.76
7.70
-1.06
0.62
1.0
-0.36
2.35
3.22
-0.29
9.10
14.43
-0.51
-3.80
18.34
-0.17
-3.72
20.93
-0.19
0.00%
0.00%
—
BESI
BE Semiconductor Industries
Niche
€189.85
+0.64%
−1.37%
−11.46%
−37.11%
+2.89%
+25.97%
+48.01%
+107.33%
+217.13%
+25.96%
139.42K
15.02B
67.71
43.3
+0.86
28.82
-0.51
19.38
11.6
+1.11
24.81
15.45
+0.92
76.54
29.76
+2.72
57.31
39.27
+0.86
58.75
40.61
+0.81
0.90%
3.90%
-1.01
6920.T
Lasertec
Niche
39,090.00 JPY
+8.70%
+13.07%
+11.91%
−28.78%
+9.47%
+23.76%
+151.95%
+90.50%
+43.65%
+7.51%
4.72M
3.5T
40.95
59.2
-0.59
35.79
-0.75
13.73
15.9
-0.27
12.82
19.94
-0.64
22.99
37.18
-0.66
65.18
104.76
-0.17
67.42
16.41
+0.06
0.93%
0.77%
+0.34
CRDO
Credo Technology
Interconnect
$188.12
+0.45%
+7.94%
−25.10%
−35.29%
+64.25%
+22.81%
+6.96%
+1067.15%
—
—
1.42M
35.36B
53.56
134.0
-0.09
19.38
-0.13
17.71
22.6
-0.47
10.33
11.60
-0.16
69.99
697.97
-1.42
58.31
527.61
-0.33
66.52
448.21
-0.18
0.00%
0.00%
—
SU
Schneider Electric
Cooling+Power
€295.90
+0.31%
−1.84%
−2.91%
+2.24%
+19.29%
+22.43%
+25.88%
+93.73%
+119.61%
+17.04%
227.31K
166.68B
32.83
27.0
+0.99
24.37
-0.46
2.17
1.4
+2.22
6.25
3.65
+2.15
7.50
5.81
+0.83
8.53
5.74
+1.16
25.03
22.70
+0.40
1.54%
2.19%
-1.04
DLR
Digital Realty Trust
DC REIT
$186.25
−0.05%
−2.76%
−4.67%
−2.54%
+2.64%
+19.88%
+9.46%
+56.99%
+35.31%
+6.24%
61.07K
70.34B
87.14
72.8
+0.40
67.41
-0.15
9.68
8.9
+0.48
2.48
2.52
-0.10
25.56
24.53
+0.33
21.83
22.83
-0.24
-127.81
-24.36
-0.39
2.72%
3.36%
-1.06
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