KAAMOS
NYSE CLOSED
yfinance47m ago

AI Supply Chain

Constituents83
Advancers · 1D60
Decliners · 1D23
Flat0
Breadth · 1D72%
Awaiting data
AISC top performers · 1D
5 of 83
  • IREN#1
    IREN Limited
    $21.64+20.02%
  • CIFR#2
    Cipher Digital
    $6.55+17.93%
  • HUT#3
    Hut 8 Corp.
    $52.65+14.58%
  • COHR#4
    Coherent Corp.
    $192.81+13.58%
  • WULF#5
    TeraWulf
    $11.37+12.80%

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 Rotation · mcap-wtd % per week
Layer5/155/225/296/56/126/196/267/37/107/177/247/318/78/148/218/289/49/119/189/2510/210/910/1610/2310/3011/6
L10AI Applications+0.4-2.0+3.6-5.3-4.2-0.3-5.1+5.5-0.9+0.0-5.3+17.1+3.6-1.8-1.4+3.5-2.4-0.4+1.1+1.9+0.0+2.8-2.1-3.2-6.0+1.8
L9AI Models-0.5-1.3+2.8-5.7-3.9+0.3-5.2+5.3+2.2-0.2-5.8+13.6+3.3-2.5-1.9+3.2-1.4+0.0+0.6+2.5-0.4+2.6-2.5-3.7-4.8+3.3
L8Cloud & Neoclouds-0.5-1.2+3.2-5.7-4.1+0.4-5.7+4.8+2.2-0.6-5.8+13.5+3.6-2.1-2.0+3.1-1.2-0.1+0.6+2.3-0.3+2.4-2.8-3.7-4.6+2.8
L7DC REITs & Construction-0.1-2.0-1.2-0.6-0.3+2.2-1.1-6.5+2.3-3.9+5.5-0.8+1.5+3.8-5.1-4.1+1.9+2.0-2.3-0.1+2.4+1.1-6.9-8.1+7.7-7.1
L6Networking & Optics+4.4-2.5+0.4-4.2+0.3+3.6-8.6+0.0+8.6-5.8+2.0-1.5+11.0-1.5-4.7+0.8+3.2-2.5+0.8+0.8+3.3-0.6-8.2-1.9-1.9-9.5
L5Servers & Assembly-5.5+12.3+30.3-5.3-3.8+2.1-6.2+1.7+3.3-7.1+9.0-5.9+7.6+8.4-8.1+3.3+8.2+1.3+2.6+1.2-0.2+2.6-16.8-0.0-6.5-18.5
L4AI Accelerators+1.6-1.6+1.3-5.6+2.1+4.2-8.5+0.1+7.8-6.0+2.4-2.5+10.2-0.5-5.4+0.4+3.8-1.8+2.1+2.7+2.6-1.9-8.4-1.8-3.1-9.8
L3Memory & Storage+0.8+5.8+17.7-5.2+6.3+16.9-3.9-10.7-3.7-13.8+1.7-2.4-7.1+16.4+0.9-5.5+3.4+1.1+2.5+5.7-1.8-5.9-18.3-0.1+4.3-20.3
L2Foundry & Packaging-2.1+3.6+4.4-1.3+3.3+9.2-5.0-2.8-2.2-9.6-0.1+0.6+0.5+6.3-1.8-2.5+1.9+1.7+1.3+5.9+2.0-5.0-11.8+0.5-2.9-9.8
L1Chip Design & Equipment-4.0+8.1+2.4+0.4+14.6+6.5-5.4-3.7+0.6-8.5-0.8-5.1+6.2+3.6-5.8-2.2-0.7-1.0-0.7+7.2+8.3-3.8-12.7-7.1+2.6-12.1
L0Power & Cooling-0.4-0.6-1.8-2.3-0.3+9.0-4.1+0.5-0.1-2.8+0.4-1.3+3.2+3.0-6.2-1.4+3.1-0.0-2.8+1.5+1.4+0.8-6.4-5.6+2.9-6.0

AISC Valuation Scatter

65 plotted
X
Y
↖ Priced for perfectionCheap for fundamentals ↘

Cheap for fundamentals

n=10

Priced for perfection

n=10
Fit: each +10pp in fwd eps growth ⇒ ×1.00 fwd p/e (R² 0.00, n=53). · Drag to pan · X/Y +/− to zoom.
7 excluded (Y) · 11 excluded (X)

L10AI Applications

2 names
CheapBest: Fwd P/EⓘValue plays: none
1–2 of 2
MSFT
Microsoft (Copilot)
Apps
$530.61
−0.99%
+1.67%
+1.53%
+5.05%
+28.34%
+12.91%
+5.48%
+56.92%
+64.06%
+10.41%
26.35M
3.94T
28.84
32.1
-0.67
21.94
-2.06
11.58
10.9
+0.36
8.69
11.43
-1.30
14.13
20.71
-1.94
21.06
24.33
-0.86
57.50
37.73
+2.59
0.70%
0.94%
-0.90
GOOG
Alphabet (DeepMind)
Apps
$283.93
+0.78%
+2.05%
−17.67%
−20.16%
−28.40%
−9.78%
−0.03%
+124.68%
+91.91%
+13.93%
23.9M
3.49T
17.10
26.2
-1.79
18.40
-1.54
4.21
3.1
+1.69
6.69
6.18
+0.35
23.84
17.53
+2.13
22.56
18.72
+1.21
78.64
33.63
+3.50
0.25%
0.08%
+1.20

L9AI Models

7 names
CheapBest: Fwd P/E, EV/EBITDAⓘValue plays: none
1–7 of 7
AMZN
Amazon (Bedrock)
LLM
$259.30
−0.35%
+7.88%
+2.06%
−6.76%
−4.91%
+14.48%
+3.64%
+89.27%
+48.64%
+8.25%
41.26M
2.8T
20.23
60.1
-0.46
23.78
-0.42
3.50
3.4
+0.17
4.92
11.77
-1.32
15.10
23.77
-1.26
16.99
24.69
-1.34
-235.90
-2.39
-0.85
0.00%
0.00%
—
MSFT
Microsoft (Copilot)
LLM
$530.61
−0.99%
+1.67%
+1.53%
+5.05%
+28.34%
+12.91%
+5.48%
+56.92%
+64.06%
+10.41%
26.35M
3.94T
28.84
32.1
-0.67
21.94
-2.06
11.58
10.9
+0.36
8.69
11.43
-1.30
14.13
20.71
-1.94
21.06
24.33
-0.86
57.50
37.73
+2.59
0.70%
0.94%
-0.90
META
Meta Platforms
LLM
$610.15
+0.84%
−0.79%
−15.36%
+2.64%
+0.26%
−5.95%
−3.73%
+97.53%
+81.91%
+12.71%
15.66M
1.56T
27.43
25.7
+0.29
17.14
-1.46
7.04
6.6
+0.23
7.10
6.40
+0.41
13.11
15.00
-0.57
14.34
15.60
-0.29
45.59
29.21
+2.05
0.29%
0.09%
+1.47
GOOG
Alphabet (DeepMind)
LLM
$283.93
+0.78%
+2.05%
−17.67%
−20.16%
−28.40%
−9.78%
−0.03%
+124.68%
+91.91%
+13.93%
23.9M
3.49T
17.10
26.2
-1.79
18.40
-1.54
4.21
3.1
+1.69
6.69
6.18
+0.35
23.84
17.53
+2.13
22.56
18.72
+1.21
78.64
33.63
+3.50
0.25%
0.08%
+1.20
9988.HK
Alibaba
LLM
104.90 HKD
−3.85%
+8.09%
−0.47%
−15.27%
−25.47%
−29.52%
−38.59%
+26.75%
−32.80%
−7.64%
95.62M
2.09T
26.15
32.4
-0.17
11.64
-0.56
1.78
3.4
-0.64
1.72
2.72
-0.64
16.83
17.24
-0.04
23.25
15.34
+1.12
-23.46
106.22
-0.28
0.95%
0.59%
+0.67
0700.HK
Tencent Holdings
LLM
419.80 HKD
−2.46%
+9.44%
−0.19%
−12.32%
−11.04%
−31.83%
−34.16%
+40.20%
+2.29%
+0.45%
29.61M
3.78T
15.36
23.2
-0.99
11.83
-1.44
4.46
6.5
-1.07
3.00
4.92
-1.11
11.04
19.77
-1.56
11.15
17.91
-1.59
38.07
33.94
+0.47
1.21%
0.59%
+2.03
BIDU
Baidu
LLM
$81.87
+3.01%
+7.16%
−2.44%
−25.23%
−41.96%
−45.53%
−33.62%
−22.01%
−49.28%
−12.70%
2.81M
27.87B
-47.38
-144.4
+0.10
11.77
+0.17
1.31
2.1
-1.14
0.74
1.50
-1.33
15.40
11.56
+0.80
21.20
-124.35
+0.24
30.02
37.58
-0.92
0.00%
0.00%
—

L8Cloud & Neoclouds

13 names
FairBest: Fwd P/E + EV/EBITDA (hyperscalers), EV/EBITDA / P/S (neoclouds) · Avoid: P/FCF (both), P/E (neoclouds)ⓘValue plays: 0700.HK · AMZN · MSFT
Chinese cloud2 names
1–2 of 2
9988.HK
Alibaba
Chinese cloud
104.90 HKD
−3.85%
+8.09%
−0.47%
−15.27%
−25.47%
−29.52%
−38.59%
+26.75%
−32.80%
−7.64%
95.62M
2.09T
26.15
32.4
-0.17
11.64
-0.56
1.78
3.4
-0.64
1.72
2.72
-0.64
16.83
17.24
-0.04
23.25
15.34
+1.12
-23.46
106.22
-0.28
0.95%
0.59%
+0.67
0700.HK
Tencent Holdings
Chinese cloud
419.80 HKD
−2.46%
+9.44%
−0.19%
−12.32%
−11.04%
−31.83%
−34.16%
+40.20%
+2.29%
+0.45%
29.61M
3.78T
15.36
23.2
-0.99
11.83
-1.44
4.46
6.5
-1.07
3.00
4.92
-1.11
11.04
19.77
-1.56
11.15
17.91
-1.59
38.07
33.94
+0.47
1.21%
0.59%
+2.03
US hyperscaler5 names
1–5 of 5
AMZN
Amazon (Bedrock)
US hyperscaler
$259.30
−0.35%
+7.88%
+2.06%
−6.76%
−4.91%
+14.48%
+3.64%
+89.27%
+48.64%
+8.25%
41.26M
2.8T
20.23
60.1
-0.46
23.78
-0.42
3.50
3.4
+0.17
4.92
11.77
-1.32
15.10
23.77
-1.26
16.99
24.69
-1.34
-235.90
-2.39
-0.85
0.00%
0.00%
—
MSFT
Microsoft (Copilot)
US hyperscaler
$530.61
−0.99%
+1.67%
+1.53%
+5.05%
+28.34%
+12.91%
+5.48%
+56.92%
+64.06%
+10.41%
26.35M
3.94T
28.84
32.1
-0.67
21.94
-2.06
11.58
10.9
+0.36
8.69
11.43
-1.30
14.13
20.71
-1.94
21.06
24.33
-0.86
57.50
37.73
+2.59
0.70%
0.94%
-0.90
META
Meta Platforms
US hyperscaler
$610.15
+0.84%
−0.79%
−15.36%
+2.64%
+0.26%
−5.95%
−3.73%
+97.53%
+81.91%
+12.71%
15.66M
1.56T
27.43
25.7
+0.29
17.14
-1.46
7.04
6.6
+0.23
7.10
6.40
+0.41
13.11
15.00
-0.57
14.34
15.60
-0.29
45.59
29.21
+2.05
0.29%
0.09%
+1.47
GOOG
Alphabet (DeepMind)
US hyperscaler
$283.93
+0.78%
+2.05%
−17.67%
−20.16%
−28.40%
−9.78%
−0.03%
+124.68%
+91.91%
+13.93%
23.9M
3.49T
17.10
26.2
-1.79
18.40
-1.54
4.21
3.1
+1.69
6.69
6.18
+0.35
23.84
17.53
+2.13
22.56
18.72
+1.21
78.64
33.63
+3.50
0.25%
0.08%
+1.20
ORCL
Oracle
US hyperscaler
$116.10
+0.82%
−11.15%
−14.12%
−22.85%
−40.32%
−39.88%
−53.00%
+13.74%
+30.57%
+5.48%
47.42M
361.97B
22.31
29.5
-0.63
10.50
-1.65
6.00
6.1
-0.07
6.96
18.01
-0.15
15.52
16.93
-0.28
9.09
18.31
-1.59
-14.86
-36.45
+0.07
1.41%
1.36%
+0.15
Neocloud6 names
1–6 of 6
NBIS
Nebius Group
Neocloud
$129.49
+7.58%
−15.99%
−41.06%
−29.67%
−26.86%
+43.96%
+10.68%
—
—
—
24.47M
35.2B
-1825.62
-27.2
-4.88
-35.99
-0.02
41.75
19.7
+0.97
6.24
4.74
+1.01
620.51
298.62
+0.29
88.05
45.12
+1.04
-240.52
-292.63
+0.04
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$52.65
+14.58%
−11.36%
−33.85%
−38.54%
−46.53%
+2.69%
+12.02%
+378.64%
−33.77%
−7.91%
11.5M
6.32B
-18.09
3.1
-1.13
-10.23
-0.71
37.51
10.5
+2.65
8.27
2.83
+2.73
327.86
408.78
-0.04
-130.18
-39.41
-0.80
-14.19
-28.53
+0.15
0.00%
0.00%
—
WULF
TeraWulf
Neocloud
$11.37
+12.80%
−3.07%
−16.70%
−29.81%
−51.39%
−10.75%
−25.98%
+933.64%
−57.90%
−15.89%
105.7M
5.67B
-3.58
-7.6
+0.05
-47.45
-0.53
47.54
12.2
+2.32
53.32
3.24
+1.85
4083.75
922.34
+1.99
-27.39
236.55
-0.39
-3.05
232.71
-0.34
0.00%
0.00%
—
CRWV
CoreWeave
Neocloud
$46.40
+6.28%
−15.44%
−43.12%
−47.39%
−59.35%
−41.50%
−59.45%
—
—
—
59.19M
25.59B
-23.92
-38.5
+0.96
-22.62
+1.04
5.27
8.4
-0.89
9.61
14.65
-0.69
22.26
27.62
-0.50
6.98
33.07
-0.84
-3.53
-5.53
+1.08
0.00%
0.00%
—
IREN
IREN Limited
Neocloud
$21.64
+20.02%
−9.65%
−39.40%
−44.14%
−64.64%
−49.32%
−71.68%
+611.84%
−11.49%
−2.41%
112.28M
8.76B
-22.28
-2.9
-0.44
-5.43
-0.06
23.73
12.3
+1.49
4.01
2.11
+0.97
462.40
94.12
+2.93
7.63
10.75
-0.17
-7.18
-7.11
-0.01
0.00%
0.00%
—
CIFR
Cipher Digital
Neocloud
$6.55
+17.93%
−10.22%
−51.52%
−59.92%
−68.15%
−59.60%
−73.51%
+87.27%
−29.47%
−6.74%
81.61M
2.99B
-6.43
-28.3
+0.32
29.77
+0.85
38.44
25.9
+0.42
13.07
119.18
-0.10
216.38
175.90
+0.89
-28.30
-22.26
-0.16
-4.39
-13.23
+0.68
0.00%
0.00%
—

L7DC REITs & Construction

5 names
ExpensiveBest: EV/EBITDA, Div yield (REITs) · Avoid: P/E for REITsⓘValue plays: none (layer expensive)
DC REIT2 names
1–2 of 2
EQIX
Equinix
DC REIT
$1,012.71
+1.54%
−0.10%
+0.15%
−2.48%
−4.62%
+34.56%
+25.82%
+46.00%
+42.17%
+7.29%
685.07K
100.25B
64.88
103.4
-1.09
48.94
-1.54
10.14
9.4
+0.52
6.92
5.95
+1.28
36.94
27.48
+1.73
25.35
24.68
+0.16
-68.26
-307.29
+0.16
1.95%
1.80%
+0.52
DLR
Digital Realty Trust
DC REIT
$174.20
−0.27%
−3.60%
−1.06%
−8.31%
−9.60%
+14.67%
+7.61%
+50.78%
+32.31%
+5.76%
2.42M
67.07B
86.88
72.8
+0.40
57.40
-0.44
9.65
8.9
+0.46
2.47
2.52
-0.12
25.56
24.53
+0.33
21.76
22.83
-0.26
-127.43
-24.83
-0.38
2.73%
3.36%
-1.05
Builder3 names
1–3 of 3
PWR
Quanta Services
Builder
$540.90
+6.25%
−12.86%
−21.07%
−18.15%
−27.38%
+23.06%
+19.36%
+239.96%
+354.85%
+35.39%
2.77M
81.5B
74.35
40.2
+1.68
25.00
-0.75
2.96
1.4
+2.04
10.12
4.33
+2.17
36.77
17.48
+2.48
31.13
15.10
+0.22
41.38
81.64
-0.14
0.07%
0.20%
-1.12
FIX
Comfort Systems USA
Builder
$1,017.50
+5.45%
−17.45%
−40.37%
−39.22%
−47.84%
+1.53%
+3.22%
+455.67%
+948.09%
+59.99%
1.15M
35.81B
40.81
23.9
+1.68
15.17
-0.87
5.20
1.7
+2.42
18.15
6.72
+2.23
33.96
13.75
+3.42
22.97
17.29
+0.65
27.12
20.64
+0.62
0.16%
0.50%
-1.36
EME
EMCOR Group
Builder
$608.45
+2.21%
−10.46%
−21.78%
−24.78%
−33.91%
−4.52%
−9.72%
+196.40%
+374.66%
+36.55%
942.7K
26.64B
23.65
21.5
+0.28
15.06
-0.83
1.81
0.9
+1.74
8.27
4.50
+1.51
18.11
10.60
+2.35
26.33
15.99
+1.80
28.99
17.92
+1.70
0.17%
0.32%
-1.32

L6Networking & Optics

13 names
FairBest: EV/EBITDA, P/S (growth), P/E + div (mature) · Avoid: P/E (layer-wide)ⓘValue plays: CRDO · NVDA
Optics4 names
1–4 of 4
MRVL
Marvell Technology
Optics
$141.20
+5.73%
−28.11%
−48.58%
−32.28%
−16.97%
+58.23%
+52.25%
+198.50%
+96.91%
+14.51%
33.37M
127.05B
86.25
-91.5
+1.35
19.23
+0.84
24.30
10.1
+3.15
12.39
3.84
+4.00
61.07
51.03
+0.49
109.66
47.16
+2.83
139.47
58.76
+2.80
0.09%
0.53%
-1.40
LITE
Lumentum
Optics
$538.59
+5.67%
−35.94%
−48.64%
−33.79%
−40.41%
+39.49%
+131.40%
+1290.99%
+490.82%
+42.66%
5.38M
48.84B
-11.45
9.0
-0.09
13.55
+0.02
27.68
5.2
+3.73
17.97
6.32
+1.29
84.63
123.71
-0.21
106.02
44.40
+1.13
265.46
-34.45
+0.91
0.00%
0.00%
—
AAOI
Applied Optoelectronics
Optics
$50.13
+6.91%
−27.40%
−52.66%
−62.25%
−66.34%
+26.59%
+59.09%
+549.35%
+756.92%
+53.67%
21.64M
4.26B
-130.13
-22.1
-1.96
10.89
+0.60
14.36
3.1
+2.15
5.13
2.16
+1.15
72.83
50.92
+0.78
-62.74
-78.97
+0.04
-13.09
-10.17
-0.31
0.00%
0.00%
—
COHR
Coherent Corp.
Optics
$192.81
+13.58%
−8.33%
−36.23%
−40.70%
−42.49%
−0.78%
+43.21%
+556.93%
+202.97%
+24.82%
16.2M
37.98B
71.94
-13.3
+0.66
13.31
+0.20
8.14
2.6
+2.68
5.31
2.37
+2.32
54.09
18.06
+4.15
752.28
57.71
+4.54
-58.45
85.20
-0.74
0.00%
0.00%
—
Interconnect2 names
1–2 of 2
ALAB
Astera Labs, Inc.
Interconnect
$190.71
+6.26%
−26.28%
−45.05%
−39.88%
−4.54%
+6.21%
+4.82%
—
—
—
6.63M
33.33B
179.53
65.9
+0.61
26.81
-0.21
52.63
42.1
+0.67
36.66
17.98
+1.16
305.90
236.42
+0.71
199.13
117.23
+2.07
241.62
141.51
+2.09
0.00%
0.00%
—
CRDO
Credo Technology
Interconnect
$120.51
+7.28%
−20.19%
−43.12%
−49.77%
−36.07%
−15.86%
−30.41%
+729.96%
+934.42%
+59.57%
9.63M
22.65B
75.29
133.5
-0.06
12.41
-0.14
24.90
22.6
+0.22
14.52
11.61
+0.38
69.99
692.20
-1.40
81.96
523.89
-0.31
93.50
445.22
-0.16
0.00%
0.00%
—
Networking4 names
1–4 of 4
ANET
Arista Networks
Networking
$170.80
+7.31%
+1.15%
−19.04%
−10.82%
+20.48%
+27.84%
+21.64%
+224.04%
+419.13%
+39.01%
11.98M
215.79B
65.12
41.1
+1.77
30.26
-0.80
24.71
12.5
+2.52
17.60
9.81
+2.49
43.84
29.53
+1.63
49.67
39.93
+0.64
51.12
41.60
+0.57
0.00%
0.00%
—
CSCO
Cisco
Networking
$93.85
−1.95%
−10.20%
−18.31%
−23.43%
−2.45%
+24.55%
+32.06%
+93.24%
+88.08%
+13.47%
22.35M
370.01B
32.05
24.0
+0.42
16.69
-0.39
6.65
4.3
+2.61
8.37
5.46
+2.65
25.36
13.73
+3.49
29.98
16.08
+2.63
33.30
17.09
+2.70
1.56%
2.80%
-2.47
NVDA
Nvidia
Networking
$186.64
+2.78%
−8.80%
−19.02%
−14.11%
−13.07%
−0.94%
−4.16%
+342.29%
+508.56%
+43.50%
179.31M
4.51T
29.57
65.4
-0.99
11.73
-1.49
18.65
21.8
-0.38
24.67
27.85
-0.23
24.63
48.18
-1.26
42.29
58.54
-0.66
44.73
68.38
-0.69
0.12%
0.12%
+0.04
AVGO
Broadcom
Networking
$293.69
+0.74%
−9.93%
−18.45%
−30.34%
−31.47%
−15.05%
−17.58%
+255.69%
+474.00%
+41.83%
32.32M
1.4T
45.34
53.5
-0.24
15.09
-1.11
19.03
11.6
+1.05
17.01
11.11
+1.07
37.23
23.76
+1.12
42.69
26.68
+0.91
44.05
27.47
+0.92
0.72%
2.29%
-1.45
AI-RAN2 names
1–2 of 2
NOK
Nokia
AI-RAN
$7.66
+2.68%
−10.51%
−24.46%
−16.10%
−40.25%
+17.67%
+11.82%
+151.84%
+45.52%
+7.79%
49M
43.35B
71.75
-40.7
+0.37
15.84
+0.19
2.46
1.2
+2.61
2.40
1.44
+2.03
19.94
7.90
+3.37
44.93
-6.26
+0.45
94.29
341.08
-0.14
1.15%
1.69%
-0.44
ERIC
Ericsson
AI-RAN
$10.26
−1.72%
−8.23%
+8.00%
+4.56%
−12.16%
+11.46%
+8.60%
+157.95%
+12.37%
+2.36%
13.13M
33.25B
12.19
150.0
-0.25
16.27
-0.25
1.19
1.1
+0.41
2.93
2.91
+0.03
8.81
7.81
+0.36
8.94
12.50
-0.56
9.70
16.80
-0.61
2.23%
1.89%
+0.42
Fiber1 name
1–1 of 1
GLW
Corning Inc.
Fiber
$106.13
+2.61%
−13.93%
−30.56%
−32.60%
−43.03%
+17.67%
+22.91%
+323.88%
+212.64%
+25.61%
11.69M
91.42B
71.89
63.1
+0.13
23.45
-0.58
8.37
2.9
+2.86
11.31
3.50
+2.85
54.45
15.54
+4.71
35.03
16.63
+1.77
57.26
48.96
+0.10
0.71%
2.51%
-2.23

L5Servers & Assembly

4 names
ExpensiveBest: EV/EBITDA, P/FCF · Avoid: P/EⓘValue plays: none (layer expensive)
PSU1 name
1–1 of 1
2308.TW
Delta Electronics
PSU
1,055.00 TWD
−6.64%
−20.97%
−48.54%
−36.06%
−52.01%
+6.58%
+3.97%
+238.30%
+346.36%
+34.88%
33.26M
2.74T
60.89
28.6
+2.43
17.44
-0.83
7.58
2.6
+2.87
16.89
5.33
+3.15
35.64
14.97
+3.98
42.10
18.10
+2.54
77.86
42.35
+0.87
0.61%
2.43%
-1.74
ODM1 name
1–1 of 1
2317.TW
Foxconn (TW listed)
ODM
224.50 TWD
−4.47%
−8.55%
−12.30%
−13.15%
−8.26%
−0.35%
−4.67%
+134.02%
+151.99%
+20.30%
88.96M
3.16T
16.65
12.3
+1.35
9.67
-0.84
0.38
0.3
+1.26
1.84
1.23
+1.66
8.24
6.77
+0.96
23.62
8.29
+1.22
-128.99
21.79
-2.04
2.86%
4.11%
-1.16
OEM2 names
1–2 of 2
DELL
Dell Technologies
OEM
$328.53
+3.67%
−22.57%
−42.74%
−28.15%
+26.52%
+159.78%
+117.83%
+399.87%
+552.18%
+45.50%
8.57M
208.88B
32.68
12.5
+1.89
10.84
-0.15
1.19
0.2
+4.27
-252.45
-24.43
-5.21
15.95
9.37
+2.76
30.20
7.39
+4.04
42.87
13.57
+2.31
0.41%
0.92%
-0.53
SMCI
Super Micro Computer
OEM
$28.76
+6.20%
−12.72%
−32.76%
−8.58%
−18.69%
−7.11%
−31.57%
+14.00%
+538.54%
+44.89%
36.91M
18.89B
13.16
19.9
-0.58
4.76
-1.32
0.73
1.0
-0.25
2.77
3.22
-0.15
9.10
14.41
-0.51
-4.48
18.24
-0.18
-4.37
20.82
-0.19
0.00%
0.00%
—

L4AI Accelerators

7 names
FairBest: Fwd P/E, EV/EBITDAⓘValue plays: none
GPU3 names
1–3 of 3
AMD
Advanced Micro Devices
GPU
$449.04
+11.04%
−11.05%
−27.65%
−4.37%
−1.35%
+100.94%
+75.18%
+315.62%
+199.04%
+24.49%
45.61M
736.46B
161.85
-70.1
+0.19
26.01
+0.08
24.92
9.0
+4.30
15.31
11.26
+0.49
89.89
47.41
+2.54
103.79
27.34
+0.20
124.50
62.58
+0.47
0.00%
0.00%
—
INTC
Intel
GPU
$56.28
+7.71%
−14.42%
−47.44%
−42.29%
−54.95%
+42.92%
+46.64%
+53.45%
+17.71%
+3.32%
173.31M
299.13B
-58.02
94.3
-0.24
31.27
-0.10
10.88
3.1
+4.41
7.09
2.25
+4.19
40.76
12.67
+3.66
42.03
11.77
+3.17
1824.98
43.81
+6.72
0.00%
2.30%
-1.72
NVDA
Nvidia
GPU
$186.64
+2.78%
−8.80%
−19.02%
−14.11%
−13.07%
−0.94%
−4.16%
+342.29%
+508.56%
+43.50%
179.31M
4.51T
29.57
65.4
-0.99
11.73
-1.49
18.65
21.8
-0.38
24.67
27.85
-0.23
24.63
48.18
-1.26
42.29
58.54
-0.66
44.73
68.38
-0.69
0.12%
0.12%
+0.04
ASIC2 names
1–2 of 2
MRVL
Marvell Technology
ASIC
$141.20
+5.73%
−28.11%
−48.58%
−32.28%
−16.97%
+58.23%
+52.25%
+198.50%
+96.91%
+14.51%
33.37M
127.05B
86.25
-91.5
+1.35
19.23
+0.84
24.30
10.1
+3.15
12.39
3.84
+4.00
61.07
51.03
+0.49
109.66
47.16
+2.83
139.47
58.76
+2.80
0.09%
0.53%
-1.40
AVGO
Broadcom
ASIC
$293.69
+0.74%
−9.93%
−18.45%
−30.34%
−31.47%
−15.05%
−17.58%
+255.69%
+474.00%
+41.83%
32.32M
1.4T
45.34
53.5
-0.24
15.09
-1.11
19.03
11.6
+1.05
17.01
11.11
+1.07
37.23
23.76
+1.12
42.69
26.68
+0.91
44.05
27.47
+0.92
0.72%
2.29%
-1.45
Wafer-scale1 name
1–1 of 1
CBRS
Cerebras Systems
Wafer-scale
$89.68
+9.75%
−17.86%
−46.59%
−61.01%
−71.17%
−71.17%
—
—
—
—
9.93M
21.3B
-91.56
8.5
-0.72
70.10
+0.44
31.35
32.4
-0.23
5.15
-88.11
+0.70
—
—
—
—
—
—
—
—
—
—
—
—
Power IC1 name
1–1 of 1
MPWR
Monolithic Power Systems
Power IC
$1,190.44
+5.22%
−1.75%
−13.09%
−13.68%
−25.41%
+27.78%
+19.82%
+166.46%
+125.20%
+17.63%
1.2M
58.06B
83.80
70.4
+0.49
25.69
-1.62
20.53
15.5
+1.19
17.25
13.66
+0.97
66.66
58.12
+0.51
81.91
55.54
+1.66
115.04
73.37
+2.03
0.52%
0.69%
-1.03

L3Memory & Storage

6 names
ExpensiveBest: P/B, EV/EBITDA · Avoid: P/E, P/SⓘValue plays: none (layer expensive)
HBM3 names
1–3 of 3
MU
Micron Technology
HBM
$690.00
+5.12%
−22.01%
−33.38%
−19.85%
−7.58%
+118.92%
+190.86%
+903.83%
+847.85%
+56.80%
44.67M
780.68B
24.50
13.9
+0.32
3.32
-0.32
13.54
4.0
+3.52
12.13
2.58
+4.20
15.17
10.92
+0.36
24.09
12.28
+0.97
47.35
78.94
-0.15
0.05%
0.27%
-0.77
000660.KS
SK Hynix
HBM
1,132,000.00 KRW
−10.44%
−20.17%
−34.30%
−28.20%
−11.94%
+67.58%
+112.21%
+893.21%
+1010.80%
+61.86%
8.51M
798.26T
8.18
9.6
-0.08
2.14
-0.45
7.00
2.6
+2.34
5.05
1.91
+2.08
12.67
7.50
+0.62
10.44
8.87
+0.15
14.45
13.89
+0.02
0.16%
1.18%
-1.65
005930.KS
Samsung Electronics
HBM
188,700.00 KRW
−6.35%
−16.13%
−29.72%
−20.01%
−12.84%
+49.87%
+89.72%
+194.62%
+199.14%
+24.50%
37.01M
1228.8T
12.28
15.1
-0.44
2.44
-1.96
3.28
1.6
+2.45
3.21
1.58
+2.61
9.04
5.40
+1.73
9.32
7.84
+0.54
12.66
16.17
-0.10
0.61%
2.19%
-2.34
Storage3 names
1–3 of 3
SNDK
Sandisk
Storage
$835.06
+3.55%
−27.44%
−48.12%
−32.54%
−46.55%
+203.39%
+285.71%
—
—
—
17.64M
118.82B
24.39
-3.1
+0.74
2.89
+0.16
12.82
6.5
+1.06
16.49
6.51
+1.56
21.34
20.87
+0.05
23.92
-222.90
+0.25
24.28
41.88
-0.28
0.00%
0.00%
—
STX
Seagate Technology
Storage
$460.99
−1.19%
−28.48%
−40.50%
−42.40%
−41.01%
+60.85%
+68.15%
+586.91%
+443.62%
+40.30%
8.27M
105.83B
66.08
11.4
+1.80
7.06
-0.14
17.05
3.0
+3.87
95.95
-10.25
+0.64
42.68
20.35
+1.24
57.89
18.39
+2.79
68.50
24.92
+2.57
0.32%
3.56%
-2.09
WDC
Western Digital
Storage
$263.78
−1.44%
−27.95%
−32.93%
−39.80%
−45.01%
+40.68%
+65.07%
+740.18%
+528.70%
+44.44%
12.09M
98.74B
18.90
-2.8
+0.36
6.53
+0.16
12.76
2.0
+3.14
18.60
3.02
+3.28
42.10
13.25
+3.18
45.23
2.72
+1.02
50.61
28.38
+0.26
0.11%
1.51%
-0.59

L2Foundry & Packaging

6 names
ExpensiveBest: EV/EBITDA, P/B · Avoid: P/E, P/FCFⓘValue plays: none (layer expensive)
Foundry4 names
1–4 of 4
005930.KS
Samsung Electronics
Foundry
188,700.00 KRW
−6.35%
−16.13%
−29.72%
−20.01%
−12.84%
+49.87%
+89.72%
+194.62%
+199.14%
+24.50%
37.01M
1228.8T
12.28
15.1
-0.44
2.44
-1.96
3.28
1.6
+2.45
3.21
1.58
+2.61
9.04
5.40
+1.73
9.32
7.84
+0.54
12.66
16.17
-0.10
0.61%
2.19%
-2.34
INTC
Intel
Foundry
$56.28
+7.71%
−14.42%
−47.44%
−42.29%
−54.95%
+42.92%
+46.64%
+53.45%
+17.71%
+3.32%
173.31M
299.13B
-58.02
94.3
-0.24
31.27
-0.10
10.88
3.1
+4.41
7.09
2.25
+4.19
40.76
12.67
+3.66
42.03
11.77
+3.17
1824.98
43.81
+6.72
0.00%
2.30%
-1.72
TSM
Taiwan Semiconductor (TSMC)
Foundry
$375.44
+6.33%
−7.56%
−18.02%
−10.04%
−8.34%
+18.39%
+29.21%
+345.05%
+236.38%
+27.46%
23.77M
1.95T
32.52
24.7
+1.14
16.05
-1.27
16.36
9.7
+2.14
11.57
6.75
+2.19
23.56
13.19
+2.56
26.49
15.56
+2.09
58.57
45.54
+0.73
0.71%
1.66%
-1.18
688981
SMIC
Foundry
110.90 CNY
+0.19%
+14.58%
+3.57%
−4.81%
−6.59%
−14.66%
−13.56%
+123.45%
+98.00%
+14.64%
44.93M
949.57B
137.17
104.1
+0.51
73.64
-0.47
4.15
3.0
+1.15
5.99
4.33
+0.89
38.65
26.84
+1.44
25.70
26.53
-0.06
-67.65
-59.71
-0.09
0.00%
0.00%
—
OSAT2 names
1–2 of 2
ASX
ASE Technology Holding
OSAT
$31.63
+6.43%
−19.92%
−30.11%
−15.86%
−6.67%
+89.49%
+101.82%
+347.04%
+415.32%
+38.81%
13.58M
69.83B
51.84
16.9
+3.27
14.50
-0.23
4.25
1.1
+4.38
7.96
2.21
+4.28
23.61
7.29
+4.58
18.27
6.25
+4.29
-81.70
9.23
-1.75
0.68%
3.09%
-1.61
AMKR
Amkor Technology
OSAT
$32.82
+7.64%
−16.91%
−35.65%
−37.81%
−57.03%
−23.16%
−9.58%
+56.40%
+47.64%
+8.10%
7.21M
8.13B
24.06
18.2
+0.51
11.82
-0.56
1.78
1.0
+1.82
2.86
1.76
+1.71
16.13
5.34
+4.18
11.22
5.93
+2.05
-77.74
24.18
-3.51
0.62%
0.65%
-0.05

L1Chip Design & Equipment

16 names
FairBest: Fwd P/E, P/FCFⓘValue plays: none
Niche4 names
1–4 of 4
042700.KS
Hanmi Semiconductor
Niche
161,400.00 KRW
−4.55%
−11.66%
−38.98%
−20.49%
−56.14%
+12.04%
+8.22%
+238.32%
+948.89%
+60.01%
1.28M
15.31T
104.21
35.7
+1.97
35.65
-0.00
41.89
15.5
+1.41
30.92
10.09
+1.96
98.61
39.38
+1.24
128.90
42.88
+0.89
188.92
116.58
+0.41
0.33%
1.43%
-1.05
6920.T
Lasertec
Niche
32,040.00 JPY
−4.56%
−22.50%
−31.17%
−21.68%
−24.65%
+1.44%
+50.91%
+41.96%
+22.18%
+4.09%
7.19M
2.87T
47.46
59.1
-0.38
29.34
-0.96
15.91
15.9
+0.00
14.85
19.92
-0.46
39.73
38.17
+0.07
75.62
104.67
-0.12
78.02
16.55
+0.07
0.80%
0.77%
+0.07
BESI
BE Semiconductor Industries
Niche
€143.40
+1.77%
−13.74%
−19.83%
−35.90%
−45.43%
−4.90%
+3.91%
+23.14%
+106.13%
+15.57%
724.37K
11.34B
72.19
43.4
+1.01
22.05
-0.75
20.66
11.6
+1.29
26.45
15.50
+1.08
76.54
29.96
+2.67
61.11
39.36
+1.03
62.64
40.70
+0.98
0.84%
3.89%
-1.03
6146.T
Disco Corporation
Niche
40,860.00 JPY
−1.42%
−21.90%
−37.62%
−32.25%
−44.60%
−19.31%
−22.05%
+57.45%
+302.57%
+32.12%
3.76M
4.43T
40.40
34.4
+0.40
30.02
-0.29
12.75
9.0
+0.79
10.10
6.92
+0.83
40.06
20.30
+2.05
234.56
107.39
+1.43
399.67
-32.14
+0.39
0.93%
1.51%
-0.88
Materials3 names
1–3 of 3
Q
Qnity Electronics
Materials
$117.00
+6.32%
+0.28%
−7.64%
−12.87%
−20.49%
+37.93%
+17.71%
—
—
—
2.53M
24.46B
44.65
38.4
+0.58
19.89
-1.72
5.01
5.1
-0.08
3.60
3.40
+0.23
24.85
19.63
+1.26
22.42
21.21
+0.28
31.77
28.71
+0.49
—
—
—
4063.T
Shin-Etsu Chemical
Materials
5,312.00 JPY
−6.69%
−11.61%
−15.96%
−8.81%
−26.44%
+8.75%
+8.84%
+29.45%
+45.71%
+7.82%
10.04M
9.65T
22.98
18.3
+0.89
16.11
-0.41
4.20
3.8
+0.43
2.40
2.25
+0.36
13.34
8.49
+1.84
15.68
18.29
-1.34
28.86
34.03
-1.34
1.80%
1.91%
-0.26
7741.T
Hoya Corp
Materials
22,395.00 JPY
−6.98%
−14.94%
−11.48%
−10.74%
−22.52%
−5.93%
−1.46%
+52.23%
+30.12%
+5.41%
3.27M
7.45T
29.73
33.9
-0.68
32.78
-0.18
7.99
7.8
+0.15
7.74
6.66
+0.86
22.86
20.50
+0.63
27.06
27.70
-0.12
33.29
34.61
-0.19
1.26%
0.82%
+1.86
Test1 name
1–1 of 1
6857.T
Advantest
Test
28,015.00 JPY
−4.99%
−24.35%
−33.06%
−10.74%
−0.72%
+32.68%
+64.29%
+599.06%
+1057.68%
+63.20%
36.95M
20.23T
53.94
31.9
+1.23
117.84
+4.79
19.97
6.8
+2.89
23.61
9.17
+2.23
39.33
19.38
+1.98
58.22
42.45
+0.36
63.80
386.59
-0.23
0.17%
1.19%
-1.21
WFE5 names
1–5 of 5
AMAT
Applied Materials
WFE
$332.72
+4.22%
−14.71%
−34.71%
−36.21%
−23.41%
+24.19%
+38.88%
+151.76%
+126.70%
+17.79%
9.45M
264.04B
41.82
21.4
+2.41
17.93
-0.41
12.48
5.2
+2.79
15.02
8.30
+2.38
42.15
16.26
+3.81
46.21
20.23
+2.97
69.00
24.84
+3.21
0.41%
1.01%
-1.35
ASML
ASML Holding
WFE
$1,424.75
+5.02%
−9.01%
−19.39%
−17.70%
−10.27%
+23.17%
+37.34%
+139.83%
+75.48%
+11.90%
1.9M
549.12B
54.29
41.1
+1.38
22.47
-1.95
16.32
11.0
+1.78
26.94
17.80
+1.25
43.31
30.72
+1.77
51.52
38.13
+0.81
59.26
53.12
+0.19
0.44%
0.78%
-1.29
8035.T
Tokyo Electron
WFE
8,263.00 JPY
−5.60%
−17.66%
−35.47%
−24.31%
−6.24%
+13.76%
+36.71%
+119.74%
+143.42%
+19.47%
35.06M
18.7T
41.73
24.1
+1.72
6.45
-1.73
9.78
4.8
+2.20
11.99
6.34
+2.35
44.79
15.87
+3.53
44.20
28.25
+1.32
65.92
39.66
+1.36
1.11%
2.50%
-1.24
KLAC
KLA Corporation
WFE
$138.49
+6.69%
−12.30%
−29.60%
−28.07%
−25.73%
+9.07%
+13.47%
+197.63%
+252.17%
+28.63%
15.33M
180.45B
51.24
26.7
+2.24
19.51
-0.66
18.10
7.9
+2.57
38.68
20.91
+1.74
65.73
18.85
+4.65
59.64
24.31
+3.00
65.60
26.74
+3.02
0.36%
1.35%
-1.47
LRCX
Lam Research
WFE
$200.44
+8.23%
−16.17%
−37.48%
−34.51%
−31.71%
+8.63%
+22.00%
+238.74%
+246.19%
+28.19%
17.93M
250.84B
54.69
24.0
+2.66
16.38
-0.66
16.98
6.2
+2.90
31.63
12.82
+2.65
54.89
18.07
+3.88
67.59
23.18
+3.62
80.94
26.29
+3.76
0.33%
1.19%
-1.62
IP1 name
1–1 of 1
ARM
Arm Holdings
IP
$174.62
+4.74%
−15.22%
−36.57%
−34.81%
−18.12%
+52.20%
+9.01%
+245.65%
—
—
6.48M
186.84B
318.34
342.7
-0.08
56.98
-0.91
64.28
38.7
+2.02
38.40
23.06
+2.04
327.87
246.36
+0.63
159.75
153.61
+0.08
222.13
224.34
-0.01
0.00%
0.00%
—
EDA2 names
1–2 of 2
CDNS
Cadence Design Systems
EDA
$319.92
+2.73%
−2.43%
−8.29%
−3.61%
−11.79%
+3.07%
−2.35%
+30.64%
+78.49%
+12.28%
2.01M
87.78B
64.89
60.8
+0.22
32.49
-1.55
15.39
14.1
+0.33
13.10
16.04
-0.79
48.52
42.66
+0.58
48.56
44.40
+0.30
53.65
49.03
+0.30
0.00%
0.00%
—
SNPS
Synopsys
EDA
$450.46
+2.31%
−3.67%
−9.50%
+9.42%
−12.78%
−6.24%
+10.11%
−5.24%
+31.36%
+5.61%
2.17M
86.32B
75.21
53.5
+1.32
24.16
-1.79
8.67
10.3
-0.57
2.62
7.56
-1.61
26.86
38.85
-1.29
27.87
40.44
-0.92
29.80
46.54
-1.05
0.00%
0.00%
—

L0Power & Cooling

17 names
FairBest: EV/EBITDA, Div yieldⓘValue plays: none
Fuel Cells4 names
1–4 of 4
BE
Bloom Energy
Fuel Cells
$173.24
+3.41%
−14.73%
−36.50%
−17.75%
−33.63%
+75.54%
+22.51%
+1628.94%
+387.18%
+37.26%
23.16M
51.2B
393.38
32.4
+0.17
32.54
+0.00
27.20
4.9
+3.28
52.54
14.48
+0.29
243.55
553.94
-0.94
126.08
21.59
+1.05
148.81
44.52
+0.70
0.00%
0.00%
—
CWR
Ceres Power Holdings
Fuel Cells
263.60p
−1.13%
−4.10%
−30.57%
−36.73%
−64.74%
+24.23%
−29.28%
+26.95%
−77.43%
−25.75%
3.13M
563.7M
-18.20
-58.6
+0.59
-283.14
-3.27
—
—
—
4.66
5.10
-0.11
—
—
—
—
—
—
-26.84
-46.94
+0.39
0.00%
0.00%
—
FCEL
FuelCell Energy
Fuel Cells
$9.96
+11.48%
−11.27%
−42.29%
−49.80%
−27.34%
+21.85%
+17.26%
−68.09%
−96.93%
−50.18%
5.36M
795.94M
-4.80
-7.6
+0.27
-9.75
-0.20
8.55
12.0
-0.20
1.35
3.02
-0.38
151.25
149.62
+0.11
-12.03
-13.88
+0.09
-11.46
-12.88
+0.07
0.00%
0.00%
—
336260.KS
Doosan Fuel Cell
Fuel Cells
26,450.00 KRW
−6.54%
−8.64%
−41.55%
−7.52%
−56.50%
−8.79%
−15.76%
+25.65%
−51.02%
−13.30%
562.08K
2.09T
-20.57
202.3
-0.63
230.25
+0.08
7.44
5.7
+0.94
12.90
6.58
+1.44
544.19
225.04
+1.82
-35.80
21.12
-0.43
-31.21
-11.11
-0.25
0.00%
0.00%
—
Cooling3 names
1–3 of 3
JCI
Johnson Controls
Cooling
$135.03
+2.72%
−9.39%
−12.32%
−10.15%
−2.68%
+11.36%
+12.69%
+183.54%
+98.82%
+14.73%
5.85M
81.79B
26.11
42.2
-0.32
18.24
-0.48
3.64
1.9
+2.48
6.75
2.89
+2.74
22.41
16.01
+1.99
45.09
23.87
+2.04
55.23
34.41
+1.31
1.07%
2.13%
-1.69
6367.T
Daikin Industries
Cooling
21,790.00 JPY
+1.51%
+3.07%
+4.33%
−5.63%
+0.09%
+9.55%
+20.24%
−2.12%
−8.33%
−1.73%
3.49M
6.06T
22.16
27.2
-0.65
22.00
-0.67
1.11
1.7
-1.22
1.94
2.88
-1.18
10.39
12.02
-0.57
10.74
20.31
-0.89
17.82
206.21
-0.25
1.63%
1.15%
+1.28
TT
Trane Technologies
Cooling
$401.76
+2.38%
−2.01%
−14.51%
−15.57%
−13.42%
+1.66%
−7.24%
+93.47%
+127.90%
+17.91%
1.96M
87.94B
34.42
28.0
+0.79
22.72
-0.65
4.51
3.0
+1.33
11.61
7.28
+1.36
25.51
17.81
+1.81
25.73
24.06
+0.26
28.12
28.48
-0.04
0.88%
1.47%
-1.08
Nuclear1 name
1–1 of 1
BWXT
BWX Technologies
Nuclear
$119.52
+3.97%
−8.55%
−15.96%
−29.12%
−41.62%
−33.99%
−39.33%
+64.20%
+136.11%
+18.75%
2.15M
10.95B
35.85
29.4
+0.54
23.10
-0.52
3.61
3.2
+0.36
9.51
10.94
-0.39
42.15
22.33
+2.25
24.54
25.45
-0.08
40.22
68.15
-0.21
0.75%
1.15%
-1.14
Fuel1 name
1–1 of 1
CCJ
Cameco
Fuel
$71.30
+4.35%
−7.29%
−18.16%
−26.73%
−38.93%
−27.66%
−24.99%
+74.71%
+156.97%
+20.78%
5.25M
31.05B
153.52
-2.1
+0.57
39.87
+0.15
15.68
8.2
+1.54
7.64
3.48
+1.62
79.96
54.15
+0.60
61.22
9.58
+0.31
108.07
42.18
+1.13
0.20%
0.43%
-0.58
Generation4 names
1–4 of 4
NEE
NextEra Energy
Generation
$86.95
−1.47%
+3.87%
+12.38%
+3.43%
−5.21%
+9.78%
+8.90%
+62.68%
+17.57%
+3.29%
11.88M
182.36B
17.07
33.5
-0.87
19.87
-0.72
5.65
6.7
-1.05
2.78
3.41
-0.98
20.44
20.53
-0.02
11.54
15.33
-1.09
52.25
105.90
-0.04
3.13%
2.36%
+1.75
TLN
Talen Energy
Generation
$338.64
+7.09%
−1.31%
−5.73%
−1.33%
−12.35%
−14.64%
−16.07%
+540.76%
—
—
1.27M
14.73B
-69.82
-27.9
-0.31
11.09
+0.29
3.11
3.8
-1.08
9.02
6.77
+0.34
14.31
18.44
-0.32
19.52
108.22
-0.34
38.39
-105.46
+0.31
0.00%
0.00%
—
VST
Vistra Corp.
Generation
$124.80
+10.55%
−9.81%
−20.07%
−12.50%
−15.26%
−24.14%
−33.72%
+277.34%
+588.91%
+47.11%
12.5M
41.89B
23.37
12.6
+0.35
13.09
+0.02
2.64
1.4
+1.32
15.47
6.97
+1.06
16.22
13.68
+0.15
9.17
9.33
-0.01
20.83
0.15
+0.55
0.66%
1.76%
-0.99
CEG
Constellation Energy
Generation
$249.95
+4.30%
−4.74%
−12.32%
−7.43%
−17.42%
−31.45%
−30.81%
+121.86%
+518.23%
+43.96%
5.56M
88.56B
25.64
-6.5
+0.42
18.61
+0.33
3.03
2.4
+0.51
2.92
4.31
-0.67
13.71
26.11
-0.28
22.53
11.78
+0.17
306.72
-5.75
+2.26
0.62%
0.63%
-0.10
Electrical2 names
1–2 of 2
GEV
GE Vernova
Electrical
$774.11
+0.47%
−9.76%
−22.49%
−21.83%
−25.50%
+14.19%
+38.65%
—
—
—
7.2M
204.89B
27.41
68.0
-0.95
29.93
-0.89
6.17
5.1
+0.76
21.33
15.11
+1.11
90.51
67.85
+1.39
18.29
37.67
-1.67
20.79
49.16
-1.60
0.18%
0.15%
+1.29
ETN
Eaton Corporation
Electrical
$341.72
+4.50%
−7.64%
−19.50%
−23.20%
−14.68%
+5.28%
−10.60%
+65.13%
+112.57%
+16.28%
4.52M
132.76B
44.77
29.1
+1.89
20.97
-0.98
5.69
3.5
+1.55
8.44
4.54
+1.96
26.48
18.20
+1.61
34.62
24.21
+1.19
43.56
30.75
+1.08
0.97%
2.03%
-1.23
Cooling+Power2 names
1–2 of 2
VRT
Vertiv Holdings
Cooling+Power
$182.86
+3.47%
−21.35%
−24.97%
−32.28%
−46.19%
+4.20%
−4.01%
+356.30%
+567.32%
+46.17%
9.62M
70.41B
57.31
87.8
-0.17
18.58
-0.39
8.49
3.7
+1.73
20.49
11.15
+1.13
49.32
23.10
+2.88
29.66
38.79
-0.04
33.95
-20.62
+0.23
0.09%
0.06%
+0.86
SU
Schneider Electric
Cooling+Power
€228.65
+0.35%
−7.98%
−10.49%
−24.62%
−15.11%
−2.38%
−0.87%
+44.01%
+56.12%
+9.32%
1.27M
134.38B
35.12
27.1
+1.38
18.16
-1.53
2.17
1.4
+2.22
6.69
3.66
+2.48
7.50
5.81
+0.83
8.53
5.74
+1.16
26.78
22.72
+0.70
1.44%
2.19%
-1.19

Full AISC universe

83 unique tickers
1–50 of 83
SNDK
Sandisk
Storage
$835.06
+3.55%
−27.44%
−48.12%
−32.54%
−46.55%
+203.39%
+285.71%
—
—
—
17.64M
118.82B
24.39
-3.1
+0.74
2.89
+0.16
12.82
6.5
+1.06
16.49
6.51
+1.56
21.34
20.87
+0.05
23.92
-222.90
+0.25
24.28
41.88
-0.28
0.00%
0.00%
—
DELL
Dell Technologies
OEM
$328.53
+3.67%
−22.57%
−42.74%
−28.15%
+26.52%
+159.78%
+117.83%
+399.87%
+552.18%
+45.50%
8.57M
208.88B
32.68
12.5
+1.89
10.84
-0.15
1.19
0.2
+4.27
-252.45
-24.43
-5.21
15.95
9.37
+2.76
30.20
7.39
+4.04
42.87
13.57
+2.31
0.41%
0.92%
-0.53
MU
Micron Technology
HBM
$690.00
+5.12%
−22.01%
−33.38%
−19.85%
−7.58%
+118.92%
+190.86%
+903.83%
+847.85%
+56.80%
44.67M
780.68B
24.50
13.9
+0.32
3.32
-0.32
13.54
4.0
+3.52
12.13
2.58
+4.20
15.17
10.92
+0.36
24.09
12.28
+0.97
47.35
78.94
-0.15
0.05%
0.27%
-0.77
AMD
Advanced Micro Devices
GPU
$449.04
+11.04%
−11.05%
−27.65%
−4.37%
−1.35%
+100.94%
+75.18%
+315.62%
+199.04%
+24.49%
45.61M
736.46B
161.85
-70.1
+0.19
26.01
+0.08
24.92
9.0
+4.30
15.31
11.26
+0.49
89.89
47.41
+2.54
103.79
27.34
+0.20
124.50
62.58
+0.47
0.00%
0.00%
—
ASX
ASE Technology Holding
OSAT
$31.63
+6.43%
−19.92%
−30.11%
−15.86%
−6.67%
+89.49%
+101.82%
+347.04%
+415.32%
+38.81%
13.58M
69.83B
51.84
16.9
+3.27
14.50
-0.23
4.25
1.1
+4.38
7.96
2.21
+4.28
23.61
7.29
+4.58
18.27
6.25
+4.29
-81.70
9.23
-1.75
0.68%
3.09%
-1.61
BE
Bloom Energy
Fuel Cells
$173.24
+3.41%
−14.73%
−36.50%
−17.75%
−33.63%
+75.54%
+22.51%
+1628.94%
+387.18%
+37.26%
23.16M
51.2B
393.38
32.4
+0.17
32.54
+0.00
27.20
4.9
+3.28
52.54
14.48
+0.29
243.55
553.94
-0.94
126.08
21.59
+1.05
148.81
44.52
+0.70
0.00%
0.00%
—
000660.KS
SK Hynix
HBM
1,132,000.00 KRW
−10.44%
−20.17%
−34.30%
−28.20%
−11.94%
+67.58%
+112.21%
+893.21%
+1010.80%
+61.86%
8.51M
798.26T
8.18
9.6
-0.08
2.14
-0.45
7.00
2.6
+2.34
5.05
1.91
+2.08
12.67
7.50
+0.62
10.44
8.87
+0.15
14.45
13.89
+0.02
0.16%
1.18%
-1.65
STX
Seagate Technology
Storage
$460.99
−1.19%
−28.48%
−40.50%
−42.40%
−41.01%
+60.85%
+68.15%
+586.91%
+443.62%
+40.30%
8.27M
105.83B
66.08
11.4
+1.80
7.06
-0.14
17.05
3.0
+3.87
95.95
-10.25
+0.64
42.68
20.35
+1.24
57.89
18.39
+2.79
68.50
24.92
+2.57
0.32%
3.56%
-2.09
MRVL
Marvell Technology
ASIC
$141.20
+5.73%
−28.11%
−48.58%
−32.28%
−16.97%
+58.23%
+52.25%
+198.50%
+96.91%
+14.51%
33.37M
127.05B
86.25
-91.5
+1.35
19.23
+0.84
24.30
10.1
+3.15
12.39
3.84
+4.00
61.07
51.03
+0.49
109.66
47.16
+2.83
139.47
58.76
+2.80
0.09%
0.53%
-1.40
ARM
Arm Holdings
IP
$174.62
+4.74%
−15.22%
−36.57%
−34.81%
−18.12%
+52.20%
+9.01%
+245.65%
—
—
6.48M
186.84B
318.34
342.7
-0.08
56.98
-0.91
64.28
38.7
+2.02
38.40
23.06
+2.04
327.87
246.36
+0.63
159.75
153.61
+0.08
222.13
224.34
-0.01
0.00%
0.00%
—
005930.KS
Samsung Electronics
Foundry
188,700.00 KRW
−6.35%
−16.13%
−29.72%
−20.01%
−12.84%
+49.87%
+89.72%
+194.62%
+199.14%
+24.50%
37.01M
1228.8T
12.28
15.1
-0.44
2.44
-1.96
3.28
1.6
+2.45
3.21
1.58
+2.61
9.04
5.40
+1.73
9.32
7.84
+0.54
12.66
16.17
-0.10
0.61%
2.19%
-2.34
NBIS
Nebius Group
Neocloud
$129.49
+7.58%
−15.99%
−41.06%
−29.67%
−26.86%
+43.96%
+10.68%
—
—
—
24.47M
35.2B
-1825.62
-27.2
-4.88
-35.99
-0.02
41.75
19.7
+0.97
6.24
4.74
+1.01
620.51
298.62
+0.29
88.05
45.12
+1.04
-240.52
-292.63
+0.04
0.00%
0.00%
—
INTC
Intel
Foundry
$56.28
+7.71%
−14.42%
−47.44%
−42.29%
−54.95%
+42.92%
+46.64%
+53.45%
+17.71%
+3.32%
173.31M
299.13B
-58.02
94.3
-0.24
31.27
-0.10
10.88
3.1
+4.41
7.09
2.25
+4.19
40.76
12.67
+3.66
42.03
11.77
+3.17
1824.98
43.81
+6.72
0.00%
2.30%
-1.72
WDC
Western Digital
Storage
$263.78
−1.44%
−27.95%
−32.93%
−39.80%
−45.01%
+40.68%
+65.07%
+740.18%
+528.70%
+44.44%
12.09M
98.74B
18.90
-2.8
+0.36
6.53
+0.16
12.76
2.0
+3.14
18.60
3.02
+3.28
42.10
13.25
+3.18
45.23
2.72
+1.02
50.61
28.38
+0.26
0.11%
1.51%
-0.59
LITE
Lumentum
Optics
$538.59
+5.67%
−35.94%
−48.64%
−33.79%
−40.41%
+39.49%
+131.40%
+1290.99%
+490.82%
+42.66%
5.38M
48.84B
-11.45
9.0
-0.09
13.55
+0.02
27.68
5.2
+3.73
17.97
6.32
+1.29
84.63
123.71
-0.21
106.02
44.40
+1.13
265.46
-34.45
+0.91
0.00%
0.00%
—
Q
Qnity Electronics
Materials
$117.00
+6.32%
+0.28%
−7.64%
−12.87%
−20.49%
+37.93%
+17.71%
—
—
—
2.53M
24.46B
44.65
38.4
+0.58
19.89
-1.72
5.01
5.1
-0.08
3.60
3.40
+0.23
24.85
19.63
+1.26
22.42
21.21
+0.28
31.77
28.71
+0.49
—
—
—
EQIX
Equinix
DC REIT
$1,012.71
+1.54%
−0.10%
+0.15%
−2.48%
−4.62%
+34.56%
+25.82%
+46.00%
+42.17%
+7.29%
685.07K
100.25B
64.88
103.4
-1.09
48.94
-1.54
10.14
9.4
+0.52
6.92
5.95
+1.28
36.94
27.48
+1.73
25.35
24.68
+0.16
-68.26
-307.29
+0.16
1.95%
1.80%
+0.52
6857.T
Advantest
Test
28,015.00 JPY
−4.99%
−24.35%
−33.06%
−10.74%
−0.72%
+32.68%
+64.29%
+599.06%
+1057.68%
+63.20%
36.95M
20.23T
53.94
31.9
+1.23
117.84
+4.79
19.97
6.8
+2.89
23.61
9.17
+2.23
39.33
19.38
+1.98
58.22
42.45
+0.36
63.80
386.59
-0.23
0.17%
1.19%
-1.21
ANET
Arista Networks
Networking
$170.80
+7.31%
+1.15%
−19.04%
−10.82%
+20.48%
+27.84%
+21.64%
+224.04%
+419.13%
+39.01%
11.98M
215.79B
65.12
41.1
+1.77
30.26
-0.80
24.71
12.5
+2.52
17.60
9.81
+2.49
43.84
29.53
+1.63
49.67
39.93
+0.64
51.12
41.60
+0.57
0.00%
0.00%
—
MPWR
Monolithic Power Systems
Power IC
$1,190.44
+5.22%
−1.75%
−13.09%
−13.68%
−25.41%
+27.78%
+19.82%
+166.46%
+125.20%
+17.63%
1.2M
58.06B
83.80
70.4
+0.49
25.69
-1.62
20.53
15.5
+1.19
17.25
13.66
+0.97
66.66
58.12
+0.51
81.91
55.54
+1.66
115.04
73.37
+2.03
0.52%
0.69%
-1.03
AAOI
Applied Optoelectronics
Optics
$50.13
+6.91%
−27.40%
−52.66%
−62.25%
−66.34%
+26.59%
+59.09%
+549.35%
+756.92%
+53.67%
21.64M
4.26B
-130.13
-22.1
-1.96
10.89
+0.60
14.36
3.1
+2.15
5.13
2.16
+1.15
72.83
50.92
+0.78
-62.74
-78.97
+0.04
-13.09
-10.17
-0.31
0.00%
0.00%
—
CSCO
Cisco
Networking
$93.85
−1.95%
−10.20%
−18.31%
−23.43%
−2.45%
+24.55%
+32.06%
+93.24%
+88.08%
+13.47%
22.35M
370.01B
32.05
24.0
+0.42
16.69
-0.39
6.65
4.3
+2.61
8.37
5.46
+2.65
25.36
13.73
+3.49
29.98
16.08
+2.63
33.30
17.09
+2.70
1.56%
2.80%
-2.47
CWR
Ceres Power Holdings
Fuel Cells
263.60p
−1.13%
−4.10%
−30.57%
−36.73%
−64.74%
+24.23%
−29.28%
+26.95%
−77.43%
−25.75%
3.13M
563.7M
-18.20
-58.6
+0.59
-283.14
-3.27
—
—
—
4.66
5.10
-0.11
—
—
—
—
—
—
-26.84
-46.94
+0.39
0.00%
0.00%
—
AMAT
Applied Materials
WFE
$332.72
+4.22%
−14.71%
−34.71%
−36.21%
−23.41%
+24.19%
+38.88%
+151.76%
+126.70%
+17.79%
9.45M
264.04B
41.82
21.4
+2.41
17.93
-0.41
12.48
5.2
+2.79
15.02
8.30
+2.38
42.15
16.26
+3.81
46.21
20.23
+2.97
69.00
24.84
+3.21
0.41%
1.01%
-1.35
ASML
ASML Holding
WFE
$1,424.75
+5.02%
−9.01%
−19.39%
−17.70%
−10.27%
+23.17%
+37.34%
+139.83%
+75.48%
+11.90%
1.9M
549.12B
54.29
41.1
+1.38
22.47
-1.95
16.32
11.0
+1.78
26.94
17.80
+1.25
43.31
30.72
+1.77
51.52
38.13
+0.81
59.26
53.12
+0.19
0.44%
0.78%
-1.29
PWR
Quanta Services
Builder
$540.90
+6.25%
−12.86%
−21.07%
−18.15%
−27.38%
+23.06%
+19.36%
+239.96%
+354.85%
+35.39%
2.77M
81.5B
74.35
40.2
+1.68
25.00
-0.75
2.96
1.4
+2.04
10.12
4.33
+2.17
36.77
17.48
+2.48
31.13
15.10
+0.22
41.38
81.64
-0.14
0.07%
0.20%
-1.12
FCEL
FuelCell Energy
Fuel Cells
$9.96
+11.48%
−11.27%
−42.29%
−49.80%
−27.34%
+21.85%
+17.26%
−68.09%
−96.93%
−50.18%
5.36M
795.94M
-4.80
-7.6
+0.27
-9.75
-0.20
8.55
12.0
-0.20
1.35
3.02
-0.38
151.25
149.62
+0.11
-12.03
-13.88
+0.09
-11.46
-12.88
+0.07
0.00%
0.00%
—
TSM
Taiwan Semiconductor (TSMC)
Foundry
$375.44
+6.33%
−7.56%
−18.02%
−10.04%
−8.34%
+18.39%
+29.21%
+345.05%
+236.38%
+27.46%
23.77M
1.95T
32.52
24.7
+1.14
16.05
-1.27
16.36
9.7
+2.14
11.57
6.75
+2.19
23.56
13.19
+2.56
26.49
15.56
+2.09
58.57
45.54
+0.73
0.71%
1.66%
-1.18
GLW
Corning Inc.
Fiber
$106.13
+2.61%
−13.93%
−30.56%
−32.60%
−43.03%
+17.67%
+22.91%
+323.88%
+212.64%
+25.61%
11.69M
91.42B
71.89
63.1
+0.13
23.45
-0.58
8.37
2.9
+2.86
11.31
3.50
+2.85
54.45
15.54
+4.71
35.03
16.63
+1.77
57.26
48.96
+0.10
0.71%
2.51%
-2.23
NOK
Nokia
AI-RAN
$7.66
+2.68%
−10.51%
−24.46%
−16.10%
−40.25%
+17.67%
+11.82%
+151.84%
+45.52%
+7.79%
49M
43.35B
71.75
-40.7
+0.37
15.84
+0.19
2.46
1.2
+2.61
2.40
1.44
+2.03
19.94
7.90
+3.37
44.93
-6.26
+0.45
94.29
341.08
-0.14
1.15%
1.69%
-0.44
DLR
Digital Realty Trust
DC REIT
$174.20
−0.27%
−3.60%
−1.06%
−8.31%
−9.60%
+14.67%
+7.61%
+50.78%
+32.31%
+5.76%
2.42M
67.07B
86.88
72.8
+0.40
57.40
-0.44
9.65
8.9
+0.46
2.47
2.52
-0.12
25.56
24.53
+0.33
21.76
22.83
-0.26
-127.43
-24.83
-0.38
2.73%
3.36%
-1.05
AMZN
Amazon (Bedrock)
US hyperscaler
$259.30
−0.35%
+7.88%
+2.06%
−6.76%
−4.91%
+14.48%
+3.64%
+89.27%
+48.64%
+8.25%
41.26M
2.8T
20.23
60.1
-0.46
23.78
-0.42
3.50
3.4
+0.17
4.92
11.77
-1.32
15.10
23.77
-1.26
16.99
24.69
-1.34
-235.90
-2.39
-0.85
0.00%
0.00%
—
GEV
GE Vernova
Electrical
$774.11
+0.47%
−9.76%
−22.49%
−21.83%
−25.50%
+14.19%
+38.65%
—
—
—
7.2M
204.89B
27.41
68.0
-0.95
29.93
-0.89
6.17
5.1
+0.76
21.33
15.11
+1.11
90.51
67.85
+1.39
18.29
37.67
-1.67
20.79
49.16
-1.60
0.18%
0.15%
+1.29
8035.T
Tokyo Electron
WFE
8,263.00 JPY
−5.60%
−17.66%
−35.47%
−24.31%
−6.24%
+13.76%
+36.71%
+119.74%
+143.42%
+19.47%
35.06M
18.7T
41.73
24.1
+1.72
6.45
-1.73
9.78
4.8
+2.20
11.99
6.34
+2.35
44.79
15.87
+3.53
44.20
28.25
+1.32
65.92
39.66
+1.36
1.11%
2.50%
-1.24
MSFT
Microsoft (Copilot)
Apps
$530.61
−0.99%
+1.67%
+1.53%
+5.05%
+28.34%
+12.91%
+5.48%
+56.92%
+64.06%
+10.41%
26.35M
3.94T
28.84
32.1
-0.67
21.94
-2.06
11.58
10.9
+0.36
8.69
11.43
-1.30
14.13
20.71
-1.94
21.06
24.33
-0.86
57.50
37.73
+2.59
0.70%
0.94%
-0.90
042700.KS
Hanmi Semiconductor
Niche
161,400.00 KRW
−4.55%
−11.66%
−38.98%
−20.49%
−56.14%
+12.04%
+8.22%
+238.32%
+948.89%
+60.01%
1.28M
15.31T
104.21
35.7
+1.97
35.65
-0.00
41.89
15.5
+1.41
30.92
10.09
+1.96
98.61
39.38
+1.24
128.90
42.88
+0.89
188.92
116.58
+0.41
0.33%
1.43%
-1.05
ERIC
Ericsson
AI-RAN
$10.26
−1.72%
−8.23%
+8.00%
+4.56%
−12.16%
+11.46%
+8.60%
+157.95%
+12.37%
+2.36%
13.13M
33.25B
12.19
150.0
-0.25
16.27
-0.25
1.19
1.1
+0.41
2.93
2.91
+0.03
8.81
7.81
+0.36
8.94
12.50
-0.56
9.70
16.80
-0.61
2.23%
1.89%
+0.42
JCI
Johnson Controls
Cooling
$135.03
+2.72%
−9.39%
−12.32%
−10.15%
−2.68%
+11.36%
+12.69%
+183.54%
+98.82%
+14.73%
5.85M
81.79B
26.11
42.2
-0.32
18.24
-0.48
3.64
1.9
+2.48
6.75
2.89
+2.74
22.41
16.01
+1.99
45.09
23.87
+2.04
55.23
34.41
+1.31
1.07%
2.13%
-1.69
NEE
NextEra Energy
Generation
$86.95
−1.47%
+3.87%
+12.38%
+3.43%
−5.21%
+9.78%
+8.90%
+62.68%
+17.57%
+3.29%
11.88M
182.36B
17.07
33.5
-0.87
19.87
-0.72
5.65
6.7
-1.05
2.78
3.41
-0.98
20.44
20.53
-0.02
11.54
15.33
-1.09
52.25
105.90
-0.04
3.13%
2.36%
+1.75
6367.T
Daikin Industries
Cooling
21,790.00 JPY
+1.51%
+3.07%
+4.33%
−5.63%
+0.09%
+9.55%
+20.24%
−2.12%
−8.33%
−1.73%
3.49M
6.06T
22.16
27.2
-0.65
22.00
-0.67
1.11
1.7
-1.22
1.94
2.88
-1.18
10.39
12.02
-0.57
10.74
20.31
-0.89
17.82
206.21
-0.25
1.63%
1.15%
+1.28
KLAC
KLA Corporation
WFE
$138.49
+6.69%
−12.30%
−29.60%
−28.07%
−25.73%
+9.07%
+13.47%
+197.63%
+252.17%
+28.63%
15.33M
180.45B
51.24
26.7
+2.24
19.51
-0.66
18.10
7.9
+2.57
38.68
20.91
+1.74
65.73
18.85
+4.65
59.64
24.31
+3.00
65.60
26.74
+3.02
0.36%
1.35%
-1.47
4063.T
Shin-Etsu Chemical
Materials
5,312.00 JPY
−6.69%
−11.61%
−15.96%
−8.81%
−26.44%
+8.75%
+8.84%
+29.45%
+45.71%
+7.82%
10.04M
9.65T
22.98
18.3
+0.89
16.11
-0.41
4.20
3.8
+0.43
2.40
2.25
+0.36
13.34
8.49
+1.84
15.68
18.29
-1.34
28.86
34.03
-1.34
1.80%
1.91%
-0.26
LRCX
Lam Research
WFE
$200.44
+8.23%
−16.17%
−37.48%
−34.51%
−31.71%
+8.63%
+22.00%
+238.74%
+246.19%
+28.19%
17.93M
250.84B
54.69
24.0
+2.66
16.38
-0.66
16.98
6.2
+2.90
31.63
12.82
+2.65
54.89
18.07
+3.88
67.59
23.18
+3.62
80.94
26.29
+3.76
0.33%
1.19%
-1.62
2308.TW
Delta Electronics
PSU
1,055.00 TWD
−6.64%
−20.97%
−48.54%
−36.06%
−52.01%
+6.58%
+3.97%
+238.30%
+346.36%
+34.88%
33.26M
2.74T
60.89
28.6
+2.43
17.44
-0.83
7.58
2.6
+2.87
16.89
5.33
+3.15
35.64
14.97
+3.98
42.10
18.10
+2.54
77.86
42.35
+0.87
0.61%
2.43%
-1.74
ALAB
Astera Labs, Inc.
Interconnect
$190.71
+6.26%
−26.28%
−45.05%
−39.88%
−4.54%
+6.21%
+4.82%
—
—
—
6.63M
33.33B
179.53
65.9
+0.61
26.81
-0.21
52.63
42.1
+0.67
36.66
17.98
+1.16
305.90
236.42
+0.71
199.13
117.23
+2.07
241.62
141.51
+2.09
0.00%
0.00%
—
ETN
Eaton Corporation
Electrical
$341.72
+4.50%
−7.64%
−19.50%
−23.20%
−14.68%
+5.28%
−10.60%
+65.13%
+112.57%
+16.28%
4.52M
132.76B
44.77
29.1
+1.89
20.97
-0.98
5.69
3.5
+1.55
8.44
4.54
+1.96
26.48
18.20
+1.61
34.62
24.21
+1.19
43.56
30.75
+1.08
0.97%
2.03%
-1.23
VRT
Vertiv Holdings
Cooling+Power
$182.86
+3.47%
−21.35%
−24.97%
−32.28%
−46.19%
+4.20%
−4.01%
+356.30%
+567.32%
+46.17%
9.62M
70.41B
57.31
87.8
-0.17
18.58
-0.39
8.49
3.7
+1.73
20.49
11.15
+1.13
49.32
23.10
+2.88
29.66
38.79
-0.04
33.95
-20.62
+0.23
0.09%
0.06%
+0.86
CDNS
Cadence Design Systems
EDA
$319.92
+2.73%
−2.43%
−8.29%
−3.61%
−11.79%
+3.07%
−2.35%
+30.64%
+78.49%
+12.28%
2.01M
87.78B
64.89
60.8
+0.22
32.49
-1.55
15.39
14.1
+0.33
13.10
16.04
-0.79
48.52
42.66
+0.58
48.56
44.40
+0.30
53.65
49.03
+0.30
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$52.65
+14.58%
−11.36%
−33.85%
−38.54%
−46.53%
+2.69%
+12.02%
+378.64%
−33.77%
−7.91%
11.5M
6.32B
-18.09
3.1
-1.13
-10.23
-0.71
37.51
10.5
+2.65
8.27
2.83
+2.73
327.86
408.78
-0.04
-130.18
-39.41
-0.80
-14.19
-28.53
+0.15
0.00%
0.00%
—
TT
Trane Technologies
Cooling
$401.76
+2.38%
−2.01%
−14.51%
−15.57%
−13.42%
+1.66%
−7.24%
+93.47%
+127.90%
+17.91%
1.96M
87.94B
34.42
28.0
+0.79
22.72
-0.65
4.51
3.0
+1.33
11.61
7.28
+1.36
25.51
17.81
+1.81
25.73
24.06
+0.26
28.12
28.48
-0.04
0.88%
1.47%
-1.08
Page 1 of 2
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