AI Supply Chain
Constituents83
Advancers · 1D49
Decliners · 1D34
Flat0
Breadth · 1D59%
Awaiting data
- COHR#1Coherent Corp.$379.13+13.44%
- AAOI#2Applied Optoelectronics$135.63+9.19%
- IREN#3IREN Limited$41.23+8.70%
- CRDO#4Credo Technology$249.89+8.45%
- CBRS#5Cerebras Systems$226.73+7.30%
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 | 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 | 6/12 | 6/19 | 6/26 | 7/3 | 7/10 | 7/17 | 7/24 | 7/31 | 8/7 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L10AI Applications | -2.8 | +1.2 | -1.1 | -0.4 | -0.9 | -2.1 | -7.5 | +6.2 | +3.6 | +10.5 | +0.7 | +5.3 | +2.0 | +0.3 | -2.2 | +3.1 | -5.0 | -4.0 | +0.1 | -5.6 | +5.6 | -0.8 | -0.3 | -5.6 | +16.4 | +3.0 |
| L9AI Models | -3.4 | +2.1 | -0.9 | -0.1 | -1.4 | -2.3 | -6.6 | +5.8 | +6.5 | +8.8 | +1.2 | +2.1 | +1.9 | -0.7 | -1.4 | +2.4 | -5.4 | -3.7 | +0.5 | -5.5 | +5.3 | +2.1 | -0.4 | -5.9 | +13.4 | +2.9 |
| L8Cloud & Neoclouds | -2.8 | +1.7 | -1.0 | -0.0 | -1.2 | -2.3 | -6.7 | +5.8 | +6.4 | +9.3 | +1.0 | +2.1 | +2.3 | -0.6 | -1.4 | +2.9 | -5.4 | -3.9 | +0.6 | -6.1 | +4.8 | +2.1 | -0.8 | -5.9 | +13.3 | +3.3 |
| L7DC REITs & Construction | +7.3 | +1.7 | +0.8 | -4.2 | +3.6 | -1.1 | +0.3 | +3.2 | +5.4 | +4.5 | +2.7 | +6.3 | +0.2 | +0.1 | -2.6 | -1.2 | -0.6 | -0.1 | +2.2 | -1.4 | -6.3 | +2.0 | -4.0 | +5.0 | -0.2 | +1.3 |
| L6Networking & Optics | -1.9 | +3.3 | -4.7 | +0.6 | +0.5 | -3.5 | -2.3 | +5.5 | +10.0 | +7.5 | +4.0 | -2.8 | +5.7 | +4.3 | -2.3 | +0.7 | -4.3 | +0.4 | +3.8 | -8.6 | -0.1 | +8.5 | -6.1 | +2.0 | -1.4 | +11.2 |
| L5Servers & Assembly | -3.5 | +4.2 | +19.7 | -1.2 | +3.2 | +1.6 | +8.8 | +1.8 | +2.4 | +10.7 | +9.7 | -3.0 | +24.4 | -7.4 | +21.5 | +41.8 | -6.5 | -1.4 | +3.3 | -2.3 | -1.9 | +9.9 | -9.2 | +11.5 | -7.2 | +11.8 |
| L4AI Accelerators | -1.9 | +2.2 | -4.7 | +0.5 | +0.6 | -3.2 | -2.4 | +6.5 | +10.9 | +8.3 | +6.7 | -1.4 | +9.4 | +1.3 | -1.6 | +1.3 | -5.8 | +2.3 | +4.5 | -8.7 | -0.1 | +7.6 | -6.2 | +2.3 | -2.2 | +10.4 |
| L3Memory & Storage | +3.3 | +2.8 | -3.0 | -11.6 | +15.1 | +2.0 | -13.3 | +5.6 | +16.1 | +8.3 | +8.6 | +12.0 | +30.7 | -2.9 | +3.3 | +23.0 | -9.0 | +14.4 | +16.5 | -4.7 | -13.0 | +3.6 | -15.7 | +8.2 | -8.3 | +1.7 |
| L2Foundry & Packaging | +2.9 | -0.1 | +1.3 | -8.7 | +0.9 | -2.7 | -1.1 | +5.5 | +12.0 | +2.4 | +10.6 | +3.0 | +7.4 | -3.7 | +2.4 | +2.5 | -3.8 | +6.5 | +8.9 | -5.3 | -1.0 | -0.5 | -9.5 | +0.5 | -1.2 | +5.5 |
| L1Chip Design & Equipment | +3.0 | +3.4 | -0.9 | -11.0 | +3.8 | +4.1 | -2.4 | +2.9 | +11.6 | +3.0 | +8.1 | -5.1 | +9.8 | -3.0 | +10.9 | +3.1 | -0.7 | +17.7 | +6.3 | -6.1 | -4.1 | +0.8 | -9.4 | -0.7 | -6.1 | +8.0 |
| L0Power & Cooling | +5.4 | +1.4 | +3.1 | -7.3 | +1.8 | -0.8 | +0.7 | +2.0 | +8.5 | +2.7 | +6.2 | -0.0 | -3.2 | -0.1 | -1.0 | -2.1 | -2.8 | +0.0 | +9.7 | -4.6 | +0.2 | +0.6 | -3.2 | +0.0 | -2.7 | +3.6 |
AISC Valuation Scatter
67 plottedX
Y
↖ Priced for perfectionCheap for fundamentals ↘
Cheap for fundamentals
n=10Priced for perfection
n=10Fit: each +10pp in fwd eps growth ⇒ ×1.02 fwd p/e (R² 0.14, n=54). · Drag to pan · X/Y +/− to zoom.
8 excluded (Y) · 8 excluded (X)
L10AI Applications
2 namesCheapP/E avg z −1.31 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
$353.47
−0.88%
−0.89%
−0.78%
−10.53%
+6.82%
+12.25%
+80.01%
+177.20%
+158.39%
+20.91%
13.16M
4.32T
17.76
26.4
-1.74
23.99
-0.49
4.38
3.1
+2.01
6.94
6.17
+0.53
23.84
17.41
+2.25
23.43
18.64
+1.51
81.67
32.74
+4.33
0.24%
0.08%
+1.17
MSFT
Microsoft (Copilot)
Apps
$499.99
+0.03%
+7.59%
+30.08%
+19.08%
+27.57%
+6.19%
−3.99%
+56.28%
+80.69%
+12.56%
24.14M
3.71T
27.86
32.2
-0.88
21.30
-2.20
11.19
10.9
+0.16
8.39
11.50
-1.49
14.13
20.84
-2.04
20.34
24.41
-1.08
55.55
37.39
+2.50
0.73%
0.95%
-0.82
L9AI Models
7 namesCheapP/E avg z −1.28 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
$274.48
+0.82%
+1.07%
+11.11%
+1.22%
+23.26%
+21.18%
+23.47%
+114.09%
+64.27%
+10.44%
31.38M
2.96T
22.08
60.9
-0.44
26.57
-0.39
3.82
3.4
+0.63
5.37
11.91
-1.27
15.10
23.94
-1.29
18.54
24.83
-1.10
-257.43
2.32
-0.94
0.00%
0.00%
—
GOOG
Alphabet (DeepMind)
LLM
$353.47
−0.88%
−0.89%
−0.78%
−10.53%
+6.82%
+12.25%
+80.01%
+177.20%
+158.39%
+20.91%
13.16M
4.32T
17.76
26.4
-1.74
23.99
-0.49
4.38
3.1
+2.01
6.94
6.17
+0.53
23.84
17.41
+2.25
23.43
18.64
+1.51
81.67
32.74
+4.33
0.24%
0.08%
+1.17
MSFT
Microsoft (Copilot)
LLM
$499.99
+0.03%
+7.59%
+30.08%
+19.08%
+27.57%
+6.19%
−3.99%
+56.28%
+80.69%
+12.56%
24.14M
3.71T
27.86
32.2
-0.88
21.30
-2.20
11.19
10.9
+0.16
8.39
11.50
-1.49
14.13
20.84
-2.04
20.34
24.41
-1.08
55.55
37.39
+2.50
0.73%
0.95%
-0.82
META
Meta Platforms
LLM
$592.10
+0.37%
+6.36%
−6.24%
−3.92%
−11.50%
−8.80%
−23.05%
+90.04%
+65.18%
+10.56%
11.04M
1.51T
22.30
25.8
-0.58
16.85
-1.50
5.72
6.6
-0.52
5.78
6.40
-0.36
13.11
15.04
-0.58
11.66
15.66
-0.92
37.08
29.00
+1.02
0.35%
0.08%
+2.04
9988.HK
Alibaba
LLM
123.80 HKD
−0.48%
+5.81%
+14.63%
−12.04%
−28.48%
−16.82%
+2.68%
+47.99%
−33.89%
−7.94%
58.26M
2.37T
20.49
32.4
-0.32
13.42
-0.50
2.04
3.5
-0.55
1.91
2.73
-0.52
20.70
17.32
+0.35
27.81
15.17
+1.80
-41.78
108.77
-0.32
0.83%
0.58%
+0.46
0700.HK
Tencent Holdings
LLM
478.80 HKD
−0.08%
+0.76%
+1.96%
+1.46%
−22.13%
−22.25%
−12.72%
+50.90%
+17.22%
+3.23%
16.32M
4.31T
17.17
23.6
-0.81
12.67
-1.38
5.12
6.6
-0.77
3.38
5.08
-0.92
12.65
20.30
-1.34
11.77
18.21
-1.51
41.75
33.88
+0.90
1.11%
0.58%
+1.77
BIDU
Baidu
LLM
$109.71
+0.35%
−1.26%
−6.64%
−21.56%
−21.05%
−27.01%
+26.38%
−25.21%
−34.12%
−8.01%
1.24M
37.21B
-4728.88
-205.7
-4.22
12.91
+0.20
1.66
2.2
-0.66
0.96
1.58
-0.93
17.45
11.84
+1.10
47.94
-83.08
+0.25
37.71
37.71
+0.00
0.00%
0.00%
—
L8Cloud & Neoclouds
13 namesFairEV/EBITDA avg z +0.47 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
123.80 HKD
−0.48%
+5.81%
+14.63%
−12.04%
−28.48%
−16.82%
+2.68%
+47.99%
−33.89%
−7.94%
58.26M
2.37T
20.49
32.4
-0.32
13.42
-0.50
2.04
3.5
-0.55
1.91
2.73
-0.52
20.70
17.32
+0.35
27.81
15.17
+1.80
-41.78
108.77
-0.32
0.83%
0.58%
+0.46
0700.HK
Tencent Holdings
Chinese cloud
478.80 HKD
−0.08%
+0.76%
+1.96%
+1.46%
−22.13%
−22.25%
−12.72%
+50.90%
+17.22%
+3.23%
16.32M
4.31T
17.17
23.6
-0.81
12.67
-1.38
5.12
6.6
-0.77
3.38
5.08
-0.92
12.65
20.30
-1.34
11.77
18.21
-1.51
41.75
33.88
+0.90
1.11%
0.58%
+1.77
US hyperscaler5 names
1–5 of 5
AMZN
Amazon (Bedrock)
US hyperscaler
$274.48
+0.82%
+1.07%
+11.11%
+1.22%
+23.26%
+21.18%
+23.47%
+114.09%
+64.27%
+10.44%
31.38M
2.96T
22.08
60.9
-0.44
26.57
-0.39
3.82
3.4
+0.63
5.37
11.91
-1.27
15.10
23.94
-1.29
18.54
24.83
-1.10
-257.43
2.32
-0.94
0.00%
0.00%
—
GOOG
Alphabet (DeepMind)
US hyperscaler
$353.47
−0.88%
−0.89%
−0.78%
−10.53%
+6.82%
+12.25%
+80.01%
+177.20%
+158.39%
+20.91%
13.16M
4.32T
17.76
26.4
-1.74
23.99
-0.49
4.38
3.1
+2.01
6.94
6.17
+0.53
23.84
17.41
+2.25
23.43
18.64
+1.51
81.67
32.74
+4.33
0.24%
0.08%
+1.17
MSFT
Microsoft (Copilot)
US hyperscaler
$499.99
+0.03%
+7.59%
+30.08%
+19.08%
+27.57%
+6.19%
−3.99%
+56.28%
+80.69%
+12.56%
24.14M
3.71T
27.86
32.2
-0.88
21.30
-2.20
11.19
10.9
+0.16
8.39
11.50
-1.49
14.13
20.84
-2.04
20.34
24.41
-1.08
55.55
37.39
+2.50
0.73%
0.95%
-0.82
META
Meta Platforms
US hyperscaler
$592.10
+0.37%
+6.36%
−6.24%
−3.92%
−11.50%
−8.80%
−23.05%
+90.04%
+65.18%
+10.56%
11.04M
1.51T
22.30
25.8
-0.58
16.85
-1.50
5.72
6.6
-0.52
5.78
6.40
-0.36
13.11
15.04
-0.58
11.66
15.66
-0.92
37.08
29.00
+1.02
0.35%
0.08%
+2.04
ORCL
Oracle
US hyperscaler
$147.02
+2.47%
+13.21%
+2.30%
−24.18%
+8.48%
−24.15%
−42.01%
+31.62%
+74.94%
+11.84%
17.46M
423.49B
25.24
31.1
-0.46
13.50
-1.39
6.29
6.1
+0.11
11.27
17.34
-0.09
24.23
16.53
+1.51
13.40
18.10
-0.82
-18.09
-33.68
+0.05
1.36%
1.37%
-0.05
Neocloud6 names
1–6 of 6
NBIS
Nebius Group
Neocloud
$187.97
−1.01%
−1.28%
−13.06%
+1.73%
+154.46%
+108.97%
+241.21%
—
—
—
22.61M
47.73B
62.71
50.3
+0.16
-86.97
-1.77
47.19
18.9
+1.25
6.59
4.71
+1.25
5381.40
375.28
+3.77
76.85
43.65
+0.82
-190.50
-293.73
+0.08
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$88.59
−2.27%
−17.69%
−16.60%
−12.44%
+99.17%
+72.79%
+328.18%
+441.83%
+175.55%
+22.47%
6.82M
10.92B
-16.55
3.4
-1.07
-15.69
-1.02
34.32
10.1
+2.49
7.23
2.71
+2.42
327.86
410.11
-0.04
-111.66
-37.87
-0.65
-13.50
-28.81
+0.16
0.00%
0.00%
—
WULF
TeraWulf
Neocloud
$17.08
−3.04%
−3.28%
−26.38%
−28.89%
+43.29%
+34.07%
+231.65%
+499.30%
−10.92%
−2.29%
39.58M
8.52B
-3.88
-7.7
+0.05
-76.48
-0.90
51.59
11.5
+2.76
57.86
2.28
+2.11
4083.75
872.07
+2.08
-29.72
241.48
-0.40
-3.31
237.11
-0.35
0.00%
0.00%
—
CRWV
CoreWeave
Neocloud
$90.67
+6.26%
+26.33%
+1.08%
−29.63%
+21.46%
+14.31%
−17.75%
—
—
—
18.5M
49.47B
-28.81
-40.2
+0.76
-56.50
-1.09
6.23
8.8
-0.73
10.14
15.14
-0.67
21.12
28.09
-0.63
8.07
35.73
-0.88
-4.54
-5.79
+0.71
0.00%
0.00%
—
CIFR
Cipher Digital
Neocloud
$17.18
−5.66%
−23.03%
−26.14%
−16.94%
+35.28%
+6.05%
+229.75%
+360.59%
+72.40%
+11.51%
44.16M
7.13B
-7.72
-29.0
+0.31
62.47
+1.33
33.18
25.3
+0.26
9.75
121.66
-0.10
216.38
173.58
+0.94
-100.62
-24.20
-1.84
-6.41
-13.54
+0.54
0.00%
0.00%
—
IREN
IREN Limited
Neocloud
$41.23
+8.70%
+12.04%
−1.17%
−27.48%
+3.62%
−3.44%
+125.05%
+577.01%
—
—
30.95M
14.73B
81.45
1.8
+1.67
-43.86
-0.96
18.57
11.6
+0.95
5.28
2.09
+1.58
91.82
55.44
+1.16
19.65
11.44
+0.44
-6.46
-7.11
+0.13
0.00%
0.00%
—
L7DC REITs & Construction
5 namesExpensiveEV/EBITDA avg z +2.22 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
$1,042.62
−0.97%
+2.29%
+0.75%
−1.78%
+30.45%
+37.87%
+37.95%
+37.88%
+41.15%
+7.14%
431K
102.88B
67.10
104.0
-1.04
55.22
-1.38
10.49
9.4
+0.78
7.15
5.93
+1.65
36.94
27.31
+1.79
26.22
24.65
+0.38
-70.60
-311.36
+0.16
1.89%
1.80%
+0.30
DLR
Digital Realty Trust
DC REIT
$193.80
+0.64%
+2.80%
+8.07%
+0.16%
+19.30%
+26.70%
+17.64%
+72.44%
+45.79%
+7.83%
2.17M
73B
94.27
72.5
+0.61
66.07
-0.18
10.47
8.9
+0.97
2.69
2.52
+0.47
25.56
24.52
+0.33
23.62
22.82
+0.19
-138.27
-22.94
-0.43
2.52%
3.37%
-1.43
Builder3 names
1–3 of 3
FIX
Comfort Systems USA
Builder
$1,694.55
−1.11%
−2.03%
−4.88%
−12.71%
+47.75%
+68.99%
+145.98%
+879.73%
+2169.85%
+86.72%
341.16K
59.64B
41.69
23.6
+1.83
28.22
+0.47
5.31
1.7
+2.65
18.54
6.53
+2.43
33.96
13.40
+3.85
23.46
17.20
+0.71
27.71
20.53
+0.68
0.15%
0.51%
-1.41
PWR
Quanta Services
Builder
$671.86
+0.60%
+0.67%
+0.55%
−10.49%
+40.69%
+52.86%
+73.53%
+233.29%
+635.44%
+49.04%
613.49K
101.01B
76.95
39.6
+1.86
35.01
-0.23
3.07
1.4
+2.27
10.48
4.24
+2.42
36.77
17.15
+2.65
32.22
14.83
+0.24
42.83
82.35
-0.14
0.06%
0.20%
-1.16
EME
EMCOR Group
Builder
$816.90
+1.05%
+2.44%
+4.33%
−11.55%
+13.94%
+28.12%
+31.54%
+280.61%
+596.31%
+47.42%
276.72K
36.03B
25.35
21.5
+0.50
22.23
+0.10
1.94
0.9
+2.06
8.86
4.44
+1.79
18.11
10.47
+2.49
28.22
15.80
+2.21
31.07
17.72
+2.08
0.16%
0.33%
-1.45
L6Networking & Optics
13 namesFairEV/EBITDA avg z +1.49 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
Optics4 names
1–4 of 4
AAOI
Applied Optoelectronics
Optics
$135.63
+9.19%
+43.80%
+10.98%
−13.91%
+255.70%
+242.50%
+483.86%
+1735.32%
+1703.59%
+78.33%
23.9M
11.47B
-205.44
-19.0
-3.47
29.69
+0.90
19.20
2.9
+3.28
6.86
2.10
+1.87
72.83
50.68
+0.79
-83.93
-79.12
-0.01
-17.51
-10.10
-0.79
0.00%
0.00%
—
MRVL
Marvell Technology
Optics
$218.72
+3.89%
+16.61%
−10.07%
+36.73%
+194.95%
+145.04%
+191.01%
+255.43%
+268.42%
+29.80%
19.38M
196.31B
74.74
-90.4
+1.27
35.05
+0.96
21.97
9.8
+2.83
10.51
3.65
+3.54
54.85
49.96
+0.24
95.01
45.49
+2.31
117.32
56.55
+2.18
0.11%
0.56%
-1.37
LITE
Lumentum
Optics
$890.17
+6.22%
+24.68%
+13.29%
−0.27%
+76.47%
+130.55%
+709.17%
+1662.36%
+1003.74%
+61.65%
5.73M
69.26B
165.21
11.7
+0.65
47.51
+0.15
25.65
4.7
+3.95
21.47
6.12
+1.72
133.34
121.67
+0.06
189.29
43.61
+2.63
751.18
-31.50
+2.34
0.00%
0.00%
—
COHR
Coherent Corp.
Optics
$379.13
+13.44%
+44.22%
+15.86%
+18.78%
+81.19%
+95.10%
+253.83%
+722.41%
+458.45%
+41.06%
10M
74.17B
181.00
-12.3
+1.49
45.29
+0.44
11.23
2.5
+4.49
6.94
2.33
+3.83
35.85
17.08
+3.01
530.48
39.96
+5.12
-138.32
96.34
-1.17
0.00%
0.00%
—
Interconnect2 names
1–2 of 2
ALAB
Astera Labs, Inc.
Interconnect
$334.17
+0.81%
+7.37%
−19.95%
+70.80%
+133.98%
+86.10%
+91.62%
—
—
—
3.5M
57.97B
164.53
61.2
+0.54
53.35
-0.04
48.23
42.0
+0.39
33.59
17.27
+1.01
305.90
227.96
+0.78
182.50
113.14
+1.82
221.44
136.49
+1.84
0.00%
0.00%
—
CRDO
Credo Technology
Interconnect
$249.89
+8.45%
+20.73%
−5.93%
+32.72%
+154.83%
+74.48%
+112.96%
+1475.60%
—
—
4.18M
46.6B
100.77
135.3
-0.04
27.53
-0.12
34.70
22.6
+1.15
22.45
11.55
+1.40
69.67
714.58
-1.48
103.70
537.99
-0.30
118.30
456.47
-0.16
0.00%
0.00%
—
Networking4 names
1–4 of 4
CSCO
Cisco
Networking
$121.43
+0.45%
+4.69%
+2.64%
+32.25%
+48.79%
+61.16%
+79.08%
+149.97%
+151.76%
+20.28%
15.49M
478.61B
39.59
44.4
-0.04
25.32
-0.17
7.88
4.2
+4.36
9.79
5.38
+4.36
21.61
13.47
+2.80
37.12
15.83
+4.34
41.02
16.80
+4.39
1.36%
2.82%
-3.10
ANET
Arista Networks
Networking
$188.67
−1.90%
+4.61%
+2.15%
+33.10%
+46.63%
+41.22%
+35.95%
+325.70%
+703.92%
+51.72%
6.03M
237.96B
59.48
40.8
+1.40
36.69
-0.31
22.57
12.3
+2.20
16.08
9.69
+2.12
43.84
29.28
+1.68
45.37
39.80
+0.36
46.70
41.48
+0.31
0.00%
0.00%
—
AVGO
Broadcom
Networking
$427.76
+1.71%
+9.88%
+6.64%
+3.85%
+38.27%
+23.51%
+42.84%
+397.00%
+869.44%
+57.51%
12.34M
2.04T
71.21
52.3
+0.54
21.95
-0.86
26.97
11.2
+2.24
23.21
10.74
+2.24
49.91
23.16
+2.22
62.04
25.91
+2.06
63.66
26.70
+2.07
0.58%
2.34%
-1.66
NVDA
Nvidia
Networking
$223.96
+2.27%
+11.56%
+10.44%
+6.01%
+30.46%
+18.74%
+24.99%
+406.89%
+1007.34%
+61.75%
104.73M
5.42T
34.30
65.2
-0.87
17.37
-1.34
21.40
21.6
-0.03
27.75
27.62
+0.01
30.26
48.15
-0.97
43.48
58.08
-0.59
45.87
67.94
-0.64
0.02%
0.12%
-0.84
AI-RAN2 names
1–2 of 2
NOK
Nokia
AI-RAN
$9.36
−0.74%
+2.41%
−27.44%
−24.21%
+36.44%
+43.78%
+127.18%
+155.63%
+70.82%
+11.30%
48.27M
52.25B
64.64
-42.6
+0.35
18.84
+0.20
2.22
1.2
+2.28
2.16
1.43
+1.60
19.94
7.70
+3.79
40.47
-7.13
+0.42
84.94
345.34
-0.14
1.28%
1.70%
-0.34
ERIC
Ericsson
AI-RAN
$10.15
−0.10%
+3.47%
−12.35%
−13.69%
−5.86%
+8.41%
+41.93%
+128.15%
+5.31%
+1.04%
5.24M
33.29B
12.98
152.4
-0.25
16.31
-0.25
1.27
1.1
+0.68
3.12
2.90
+0.25
8.81
7.79
+0.37
9.52
12.56
-0.48
10.33
16.91
-0.56
2.05%
1.86%
+0.24
Fiber1 name
1–1 of 1
GLW
Corning Inc.
Fiber
$165.68
+5.41%
+19.84%
−13.88%
−9.03%
+47.39%
+83.35%
+161.79%
+425.27%
+362.62%
+35.85%
9.36M
142.71B
75.99
62.9
+0.19
38.35
-0.36
8.85
2.8
+3.36
11.95
3.37
+3.34
54.45
14.87
+6.04
37.03
16.32
+2.03
60.53
48.83
+0.14
0.68%
2.54%
-2.40
L5Servers & Assembly
4 namesFairEV/EBITDA avg z +1.36 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
1,650.00 TWD
−1.79%
+0.61%
−12.23%
−26.12%
+32.69%
+66.70%
+220.20%
+409.90%
+543.54%
+45.12%
10.2M
4.29T
52.61
28.0
+1.90
25.60
-0.19
6.55
2.6
+2.45
14.59
5.14
+2.76
35.64
14.60
+4.73
36.37
17.72
+2.05
67.26
41.80
+0.62
0.70%
2.46%
-1.70
ODM1 name
1–1 of 1
2317.TW
Foxconn (TW listed)
ODM
260.00 TWD
−1.70%
+3.79%
+9.47%
+6.25%
+18.73%
+15.41%
+53.88%
+159.42%
+180.11%
+22.88%
38.69M
3.64T
18.62
12.2
+2.03
12.10
-0.04
0.42
0.3
+1.89
2.05
1.22
+2.30
6.62
6.80
-0.11
12.22
7.36
+0.39
27.09
25.69
+0.02
2.76%
4.14%
-1.28
OEM2 names
1–2 of 2
DELL
Dell Technologies
OEM
$453.77
+3.68%
+11.94%
+0.96%
+97.39%
+295.12%
+258.31%
+258.63%
+799.22%
+900.56%
+58.51%
4.72M
293.2B
36.06
12.6
+2.27
20.77
+0.79
1.10
0.2
+4.38
-209.76
-21.40
-5.33
10.81
9.14
+0.79
23.87
7.13
+3.30
31.53
13.33
+1.47
0.49%
0.95%
-0.47
SMCI
Super Micro Computer
OEM
$31.13
+5.96%
+9.61%
+10.23%
−7.41%
+0.91%
+0.55%
−33.47%
−2.60%
+700.26%
+51.58%
30.33M
20.14B
16.42
20.2
-0.34
9.40
-0.96
0.56
1.0
-0.40
2.47
3.17
-0.24
14.56
14.46
+0.01
-3.22
18.46
-0.17
-3.15
21.17
-0.19
0.00%
0.00%
—
L4AI Accelerators
7 namesFairP/E avg z +0.24 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
$101.65
+1.84%
+12.69%
−9.68%
−7.27%
+110.72%
+158.13%
+398.04%
+201.60%
+104.18%
+15.35%
74.29M
512.72B
-47.95
96.7
-0.22
49.35
-0.07
8.99
3.0
+3.75
5.86
2.19
+3.46
40.76
12.18
+4.20
34.74
11.38
+2.55
1508.20
18.83
+8.07
0.00%
2.34%
-1.78
AMD
Advanced Micro Devices
GPU
$483.36
−1.21%
+1.51%
−11.59%
+18.34%
+151.10%
+116.30%
+196.32%
+342.03%
+349.30%
+35.05%
25.5M
789.07B
124.05
-73.6
+0.16
31.27
+0.09
19.10
8.8
+3.01
11.73
11.24
+0.06
89.89
46.68
+2.72
79.55
26.37
+0.14
95.43
61.93
+0.25
0.00%
0.00%
—
NVDA
Nvidia
GPU
$223.96
+2.27%
+11.56%
+10.44%
+6.01%
+30.46%
+18.74%
+24.99%
+406.89%
+1007.34%
+61.75%
104.73M
5.42T
34.30
65.2
-0.87
17.37
-1.34
21.40
21.6
-0.03
27.75
27.62
+0.01
30.26
48.15
-0.97
43.48
58.08
-0.59
45.87
67.94
-0.64
0.02%
0.12%
-0.84
ASIC2 names
1–2 of 2
MRVL
Marvell Technology
ASIC
$218.72
+3.89%
+16.61%
−10.07%
+36.73%
+194.95%
+145.04%
+191.01%
+255.43%
+268.42%
+29.80%
19.38M
196.31B
74.74
-90.4
+1.27
35.05
+0.96
21.97
9.8
+2.83
10.51
3.65
+3.54
54.85
49.96
+0.24
95.01
45.49
+2.31
117.32
56.55
+2.18
0.11%
0.56%
-1.37
AVGO
Broadcom
ASIC
$427.76
+1.71%
+9.88%
+6.64%
+3.85%
+38.27%
+23.51%
+42.84%
+397.00%
+869.44%
+57.51%
12.34M
2.04T
71.21
52.3
+0.54
21.95
-0.86
26.97
11.2
+2.24
23.21
10.74
+2.24
49.91
23.16
+2.22
62.04
25.91
+2.06
63.66
26.70
+2.07
0.58%
2.34%
-1.66
Wafer-scale1 name
1–1 of 1
CBRS
Cerebras Systems
Wafer-scale
$226.73
+7.30%
+14.10%
+14.20%
−27.11%
—
−27.11%
—
—
—
—
4.07M
50.53B
196.46
189.9
+0.23
234.88
+1.58
34.59
33.4
+0.23
-263.82
-255.08
-0.23
—
—
—
—
—
—
—
—
—
—
—
—
Power IC1 name
1–1 of 1
MPWR
Monolithic Power Systems
Power IC
$1,401.54
+3.12%
−1.72%
+1.99%
−10.93%
+21.67%
+50.22%
+75.14%
+170.23%
+216.13%
+25.88%
599.41K
68.88B
85.89
70.2
+0.56
40.28
-1.08
21.04
15.4
+1.32
17.68
13.62
+1.10
66.66
57.98
+0.52
83.96
55.18
+1.82
117.91
72.77
+2.24
0.51%
0.69%
-1.12
L3Memory & Storage
6 namesExpensiveP/B avg z +2.27 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
$877.57
−0.44%
+6.63%
−11.50%
+35.74%
+129.33%
+178.38%
+708.03%
+1201.71%
+1021.99%
+62.18%
33.89M
991.12B
19.87
13.8
+0.18
5.66
-0.24
10.98
3.9
+2.82
9.84
2.44
+3.65
15.17
10.85
+0.36
19.54
12.13
+0.60
38.39
79.54
-0.20
0.06%
0.27%
-0.74
000660.KS
SK Hynix
HBM
1,422,000.00 KRW
−4.88%
−17.23%
−31.50%
−14.01%
+56.75%
+110.47%
+429.85%
+1174.73%
+1192.84%
+66.84%
5.34M
1009.41T
13.46
9.6
+0.24
3.12
-0.40
5.32
2.6
+1.51
6.13
1.90
+2.65
5.91
7.17
-0.15
14.32
8.82
+0.54
24.22
14.18
+0.27
0.21%
1.20%
-1.65
005930.KS
Samsung Electronics
HBM
231,000.00 KRW
+0.22%
−12.00%
−16.76%
−14.82%
+44.38%
+80.34%
+254.39%
+237.66%
+213.29%
+25.66%
22.13M
1516.88T
18.52
15.1
+0.52
3.44
-1.76
2.76
1.6
+1.79
3.21
1.56
+2.71
7.11
5.23
+0.93
14.14
7.83
+2.17
27.30
16.35
+0.32
0.73%
2.22%
-2.31
Storage3 names
1–3 of 3
SNDK
Sandisk
Storage
$1,212.21
−3.68%
−0.22%
−34.77%
−9.53%
+110.38%
+340.42%
+2779.36%
—
—
—
13.57M
176.98B
16.63
-5.4
+0.58
4.69
+0.26
8.74
6.0
+0.45
11.25
5.74
+0.90
21.34
20.83
+0.05
16.32
-245.24
+0.26
16.57
43.71
-0.42
0.00%
0.00%
—
STX
Seagate Technology
Storage
$812.76
−4.71%
−5.07%
−8.69%
+6.12%
+100.95%
+183.35%
+456.44%
+1240.30%
+919.73%
+59.11%
5.89M
184.21B
58.58
10.6
+1.61
14.68
+0.14
15.11
2.8
+3.82
85.06
-11.97
+0.58
42.68
19.97
+1.27
51.32
17.77
+2.50
60.73
24.25
+2.24
0.36%
3.62%
-2.17
WDC
Western Digital
Storage
$434.30
−3.81%
−20.29%
−24.87%
−6.36%
+67.04%
+131.55%
+490.24%
+1260.70%
+753.73%
+53.56%
11.55M
149.7B
17.94
-3.1
+0.35
13.64
+0.28
11.60
1.8
+3.14
15.48
2.67
+3.12
42.07
12.76
+3.52
43.00
1.98
+0.98
48.12
27.99
+0.24
0.12%
1.53%
-0.59
L2Foundry & Packaging
6 namesExpensiveEV/EBITDA avg z +3.28 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
$101.65
+1.84%
+12.69%
−9.68%
−7.27%
+110.72%
+158.13%
+398.04%
+201.60%
+104.18%
+15.35%
74.29M
512.72B
-47.95
96.7
-0.22
49.35
-0.07
8.99
3.0
+3.75
5.86
2.19
+3.46
40.76
12.18
+4.20
34.74
11.38
+2.55
1508.20
18.83
+8.07
0.00%
2.34%
-1.78
005930.KS
Samsung Electronics
Foundry
231,000.00 KRW
+0.22%
−12.00%
−16.76%
−14.82%
+44.38%
+80.34%
+254.39%
+237.66%
+213.29%
+25.66%
22.13M
1516.88T
18.52
15.1
+0.52
3.44
-1.76
2.76
1.6
+1.79
3.21
1.56
+2.71
7.11
5.23
+0.93
14.14
7.83
+2.17
27.30
16.35
+0.32
0.73%
2.22%
-2.31
TSM
Taiwan Semiconductor (TSMC)
Foundry
$420.04
+0.44%
+3.91%
−3.87%
+1.66%
+27.66%
+32.10%
+83.55%
+357.96%
+285.45%
+30.98%
9.13M
2.18T
30.32
24.6
+0.83
19.44
-0.76
15.25
9.6
+1.85
11.82
6.62
+2.38
23.53
13.01
+2.74
24.69
15.40
+1.81
54.59
45.37
+0.51
0.71%
1.70%
-1.23
688981
SMIC
Foundry
128.50 CNY
+3.50%
+3.64%
−25.72%
+4.88%
−0.04%
−1.12%
+40.05%
+150.05%
+100.69%
+14.95%
60.19M
1.1T
203.90
104.4
+1.47
102.37
-0.03
3.74
2.9
+0.82
6.86
4.29
+1.36
34.65
26.80
+0.97
33.50
26.66
+0.50
-41.02
-58.78
+0.20
0.00%
0.00%
—
OSAT2 names
1–2 of 2
ASX
ASE Technology Holding
OSAT
$37.39
+0.38%
+6.31%
−13.55%
+13.28%
+86.41%
+124.00%
+288.54%
+429.15%
+417.50%
+38.93%
5.56M
82.21B
43.55
16.4
+2.69
20.31
+0.39
3.65
1.0
+4.07
6.84
2.13
+3.93
23.60
7.01
+5.78
15.42
6.08
+3.73
-68.94
10.63
-1.55
0.80%
3.13%
-1.57
AMKR
Amkor Technology
OSAT
$55.27
+2.05%
+10.83%
−23.41%
−23.44%
+25.23%
+29.17%
+151.00%
+101.92%
+115.39%
+16.59%
2.86M
13.73B
24.80
18.1
+0.58
19.58
+0.13
1.84
1.0
+2.00
2.95
1.75
+1.89
16.13
5.16
+5.04
11.57
5.85
+2.26
-80.15
25.87
-4.04
0.60%
0.65%
-0.08
L1Chip Design & Equipment
16 namesFairP/E avg z +1.21 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
BESI
BE Semiconductor Industries
Niche
€221.40
+1.93%
—
—
—
—
—
—
—
—
—
328.87K
17.53B
85.20
42.9
+1.49
34.09
-0.31
24.38
11.4
+1.87
31.21
15.28
+1.58
76.54
29.15
+2.88
72.12
38.91
+1.59
73.92
40.25
+1.51
0.71%
3.94%
-1.09
042700.KS
Hanmi Semiconductor
Niche
192,300.00 KRW
−4.09%
−10.35%
−3.46%
−51.07%
−8.58%
+33.49%
+128.01%
+555.37%
+976.41%
+60.84%
751.27K
18.24T
102.65
34.4
+1.98
36.18
+0.05
37.99
14.8
+1.25
28.69
9.62
+1.81
117.24
37.68
+1.67
113.27
40.87
+0.76
171.51
113.11
+0.33
0.42%
1.45%
-0.98
6920.T
Lasertec
Niche
37,460.00 JPY
−13.55%
−1.19%
−10.81%
−14.74%
+20.12%
+18.60%
+129.63%
+73.68%
+82.80%
+12.82%
5.47M
3.36T
43.45
59.4
-0.51
34.30
-0.81
14.57
15.9
-0.16
13.60
20.03
-0.58
22.99
37.37
-0.66
69.17
105.29
-0.15
71.55
15.71
+0.06
0.88%
0.77%
+0.23
6146.T
Disco Corporation
Niche
58,440.00 JPY
−5.11%
−0.07%
−14.35%
−20.36%
−5.66%
+15.01%
+33.13%
+150.67%
+466.87%
+41.48%
1.75M
6.34T
43.55
34.3
+0.62
42.94
+0.58
13.74
8.9
+1.01
10.89
6.86
+1.06
40.06
19.98
+2.14
252.81
105.11
+1.68
430.78
-35.17
+0.42
0.86%
1.52%
-1.00
Materials3 names
1–3 of 3
Q
Qnity Electronics
Materials
$138.00
+3.47%
+5.20%
−3.81%
−3.84%
+48.93%
+62.58%
—
—
—
—
1.31M
28.87B
44.51
36.6
+0.76
25.75
-1.03
5.84
5.1
+0.66
4.02
3.37
+0.70
19.23
17.42
+0.82
24.16
20.88
+0.73
32.32
27.72
+0.74
—
—
—
4063.T
Shin-Etsu Chemical
Materials
6,116.00 JPY
−0.83%
+5.45%
−11.62%
−19.25%
+20.33%
+24.78%
+37.71%
+32.99%
+90.59%
+13.77%
6.43M
11.31T
23.86
18.2
+1.07
18.55
+0.07
4.36
3.8
+0.61
2.50
2.25
+0.59
13.34
8.41
+1.90
16.29
19.12
-1.86
29.97
35.68
-1.89
1.73%
1.91%
-0.42
7741.T
Hoya Corp
Materials
25,640.00 JPY
+0.65%
+3.91%
+7.24%
−5.86%
−0.06%
+6.97%
+34.26%
+52.47%
+56.40%
+9.36%
747.1K
8.58T
32.45
33.9
-0.24
37.53
+0.59
8.72
7.8
+0.61
8.45
6.63
+1.44
22.86
20.46
+0.63
29.54
27.69
+0.36
36.34
34.61
+0.24
1.15%
0.82%
+1.45
Test1 name
1–1 of 1
6857.T
Advantest
Test
32,190.00 JPY
−2.25%
−0.95%
+16.86%
+11.85%
+32.62%
+52.23%
+180.98%
+540.89%
+1207.18%
+67.21%
7.23M
23.31T
51.06
31.6
+1.09
135.41
+5.81
18.91
6.6
+2.88
22.35
8.94
+2.14
39.33
19.06
+2.06
55.12
42.20
+0.30
60.40
391.82
-0.24
0.18%
1.20%
-1.22
WFE5 names
1–5 of 5
AMAT
Applied Materials
WFE
$539.14
+2.21%
+6.20%
−8.41%
+31.46%
+77.80%
+101.02%
+204.87%
+275.03%
+296.01%
+31.69%
3.99M
428.06B
50.66
20.8
+3.64
31.62
+1.32
14.75
5.0
+3.94
17.90
8.12
+3.60
35.89
15.59
+3.46
53.89
19.54
+4.20
80.62
23.80
+4.50
0.35%
1.03%
-1.53
LRCX
Lam Research
WFE
$311.35
+1.82%
+6.26%
−11.84%
+8.74%
+46.24%
+68.56%
+226.32%
+366.31%
+412.08%
+38.63%
6.68M
389.59B
54.04
23.5
+2.78
27.01
+0.32
16.77
6.1
+3.08
31.24
12.52
+2.77
54.89
17.43
+4.55
66.76
22.45
+4.03
79.95
25.39
+4.23
0.33%
1.21%
-1.67
KLAC
KLA Corporation
WFE
$198.11
+2.53%
+8.36%
−13.69%
+12.50%
+49.22%
+55.85%
+124.46%
+306.76%
+492.89%
+42.76%
7.79M
258.84B
53.96
26.3
+2.61
30.25
+0.37
19.08
7.7
+3.00
44.41
20.36
+2.37
65.58
18.04
+5.90
59.19
23.67
+3.31
65.05
25.68
+3.36
0.40%
1.27%
-1.36
ASML
ASML Holding
WFE
$1,740.99
+2.15%
+6.87%
−3.38%
+14.94%
+29.57%
+50.32%
+153.63%
+161.30%
+131.37%
+18.27%
1.05M
668.71B
54.20
40.9
+1.40
29.38
-1.21
16.29
10.9
+1.83
26.89
17.65
+1.27
43.31
30.50
+1.83
51.44
37.91
+0.82
59.16
53.02
+0.19
0.44%
0.78%
-1.31
8035.T
Tokyo Electron
WFE
54,500.00 JPY
−1.50%
−1.80%
−19.08%
+4.65%
+38.70%
+48.96%
+98.72%
+170.00%
+291.68%
+31.40%
2.88M
24.78T
40.23
23.8
+1.63
42.57
+1.86
9.43
4.8
+2.13
11.56
6.25
+2.28
44.79
15.40
+3.98
42.62
28.02
+1.21
63.56
39.27
+1.27
1.15%
2.53%
-1.22
IP1 name
1–1 of 1
ARM
Arm Holdings
IP
$282.57
−1.43%
+17.89%
−13.82%
+32.47%
+154.84%
+146.29%
+107.59%
+344.36%
—
—
3.82M
301.78B
289.87
346.0
-0.17
92.06
-0.79
58.53
38.0
+1.66
34.97
22.61
+1.68
327.87
242.49
+0.65
145.47
154.44
-0.12
202.26
225.99
-0.14
0.00%
0.00%
—
EDA2 names
1–2 of 2
CDNS
Cadence Design Systems
EDA
$339.24
+0.24%
−0.23%
−12.10%
−4.95%
+25.58%
+9.29%
−5.81%
+48.31%
+125.72%
+17.68%
1.78M
93.42B
67.49
60.8
+0.37
35.57
-1.37
16.00
14.1
+0.49
13.62
16.11
-0.67
48.52
42.56
+0.59
50.51
44.37
+0.45
55.81
49.00
+0.44
0.00%
0.00%
—
SNPS
Synopsys
EDA
$415.99
+2.47%
+7.00%
−6.18%
−17.66%
+1.35%
−13.41%
−33.54%
−5.71%
+42.76%
+7.38%
1.16M
79.65B
96.24
59.8
+0.93
24.07
-0.91
9.18
10.2
-0.33
2.61
7.54
-1.63
38.88
38.57
+0.03
28.58
40.35
-0.86
30.35
46.55
-1.03
0.00%
0.00%
—
L0Power & Cooling
17 namesFairEV/EBITDA avg z +0.91 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
CWR
Ceres Power Holdings
Fuel Cells
421.40p
−0.85%
—
—
—
—
—
—
—
—
—
1.79M
900.98M
-17.19
-56.7
+0.58
-494.02
-6.46
—
—
—
7.62
5.77
+0.39
—
—
—
—
—
—
-44.94
-45.60
+0.01
0.00%
0.00%
—
FCEL
FuelCell Energy
Fuel Cells
$20.43
+0.54%
−5.46%
−11.17%
+66.37%
+221.23%
+150.06%
+363.27%
−66.12%
−90.57%
−37.64%
8.78M
1.63B
-3.11
-7.4
+0.42
-18.73
-1.08
7.73
11.7
-0.22
1.80
2.99
-0.27
151.25
149.61
+0.11
-9.98
-13.24
+0.15
-9.25
-11.95
+0.12
0.00%
0.00%
—
BE
Bloom Energy
Fuel Cells
$219.34
−4.20%
+6.57%
−14.66%
−15.19%
+60.57%
+122.25%
+464.44%
+1207.93%
+849.52%
+56.86%
14.77M
64.6B
298.87
27.3
+0.13
44.80
+0.01
20.67
4.6
+2.49
39.92
13.98
+0.19
243.55
561.78
-0.96
95.79
20.16
+0.76
113.06
43.15
+0.47
0.00%
0.00%
—
336260.KS
Doosan Fuel Cell
Fuel Cells
30,550.00 KRW
−7.42%
+24.44%
−28.37%
−59.91%
−10.01%
+5.34%
+34.88%
+6.45%
−39.02%
−9.42%
878.07K
2.41T
-13.47
207.4
-0.62
-738.32
-2.66
4.81
5.7
-0.46
6.78
6.44
+0.08
544.19
217.61
+1.92
-57.45
21.48
-0.59
-34.95
-11.09
-0.30
0.00%
0.00%
—
Cooling3 names
1–3 of 3
JCI
Johnson Controls
Cooling
$152.21
−1.51%
+3.78%
+8.31%
+9.61%
+15.53%
+25.18%
+46.27%
+151.34%
+132.88%
+18.42%
2.23M
92.2B
26.46
42.5
-0.32
25.31
-0.34
3.69
1.8
+2.70
6.84
2.83
+3.01
22.41
15.90
+2.08
45.69
23.53
+2.18
55.97
34.08
+1.38
1.05%
2.15%
-1.77
TT
Trane Technologies
Cooling
$482.31
+0.76%
+6.01%
+2.18%
+2.89%
+11.10%
+21.75%
+13.73%
+142.13%
+164.44%
+21.47%
996.48K
106.12B
36.53
27.9
+1.06
27.61
-0.03
4.78
2.9
+1.60
12.32
7.21
+1.61
25.51
17.68
+1.88
27.31
24.04
+0.50
29.84
28.49
+0.16
0.83%
1.48%
-1.19
6367.T
Daikin Industries
Cooling
22,210.00 JPY
+0.50%
−4.66%
−12.77%
−8.56%
+17.96%
+10.68%
+18.00%
−23.45%
−4.87%
−0.99%
1.17M
6.18T
23.60
27.3
-0.47
22.43
-0.62
1.18
1.8
-1.11
2.07
2.89
-1.05
10.39
12.04
-0.57
11.43
20.46
-0.84
18.97
209.26
-0.25
1.53%
1.15%
+1.04
Nuclear1 name
1–1 of 1
BWXT
BWX Technologies
Nuclear
$169.90
+1.92%
+0.71%
−9.14%
−18.94%
−9.10%
−6.32%
−4.95%
+153.12%
+231.96%
+27.12%
481.45K
15.57B
43.98
29.2
+1.22
32.39
+0.27
4.43
3.2
+1.15
11.67
10.95
+0.19
42.15
21.99
+2.37
30.11
25.41
+0.43
49.35
68.54
-0.15
0.61%
1.16%
-1.58
Fuel1 name
1–1 of 1
CCJ
Cameco
Fuel
$97.39
+4.03%
+12.75%
+1.72%
−17.96%
−10.88%
−1.19%
+27.47%
+194.88%
+479.65%
+42.11%
2.84M
42.42B
169.76
-5.0
+0.63
51.80
+0.21
17.34
8.0
+1.96
8.45
3.39
+2.02
79.96
53.70
+0.60
67.70
8.58
+0.36
119.51
40.85
+1.35
0.18%
0.43%
-0.63
Generation4 names
1–4 of 4
NEE
NextEra Energy
Generation
$84.65
+0.06%
−2.61%
−2.81%
−8.63%
−3.76%
+6.08%
+23.48%
+28.61%
+19.84%
+3.69%
6.43M
176.58B
18.99
33.8
-0.78
19.16
-0.77
6.29
6.8
-0.45
3.09
3.41
-0.50
20.44
20.53
-0.02
12.84
15.37
-0.73
58.14
106.74
-0.04
2.81%
2.35%
+1.05
TLN
Talen Energy
Generation
$347.71
+2.78%
+4.07%
−9.55%
−10.97%
+7.11%
−12.36%
−8.18%
+551.45%
—
—
856.53K
16.66B
-79.74
-25.6
-0.39
12.20
+0.27
3.55
3.9
-0.48
10.31
6.66
+0.55
14.31
18.65
-0.32
22.29
112.81
-0.34
43.85
-113.01
+0.33
0.00%
0.00%
—
VST
Vistra Corp.
Generation
$140.59
−0.56%
−5.13%
−11.01%
−8.55%
−1.46%
−14.68%
−29.64%
+417.63%
+716.47%
+52.19%
7.36M
47.4B
23.48
11.5
+0.39
13.60
+0.07
2.89
1.4
+1.61
15.23
6.65
+1.08
20.18
13.80
+0.37
10.29
9.44
+0.05
26.66
0.93
+0.69
0.64%
1.72%
-0.94
CEG
Constellation Energy
Generation
$269.89
+3.37%
+2.72%
+7.64%
−13.16%
+9.56%
−26.10%
−19.84%
+188.28%
—
—
2.51M
95.62B
26.30
-7.5
+0.44
20.26
+0.36
3.19
2.4
+0.66
3.00
4.35
-0.64
16.61
26.57
-0.22
23.10
11.34
+0.19
314.43
-18.04
+2.66
0.60%
0.64%
-0.20
Electrical2 names
1–2 of 2
GEV
GE Vernova
Electrical
$990.32
−1.00%
+0.00%
−7.90%
−5.24%
+34.43%
+46.00%
+49.36%
—
—
—
2.01M
263.76B
28.35
72.0
-1.02
39.87
-0.75
6.38
5.0
+0.97
22.06
14.71
+1.32
90.51
65.59
+1.63
18.91
40.03
-2.11
21.50
52.62
-2.00
0.18%
0.15%
+1.25
ETN
Eaton Corporation
Electrical
$448.68
+0.36%
+8.06%
+10.56%
+12.72%
+27.25%
+37.89%
+26.73%
+113.13%
+197.56%
+24.37%
1.49M
174.27B
45.65
28.9
+2.05
28.00
-0.10
5.80
3.4
+1.67
8.60
4.48
+2.12
26.48
18.05
+1.66
35.31
24.05
+1.28
44.42
30.56
+1.17
0.95%
2.05%
-1.28
Cooling+Power2 names
1–2 of 2
SU
Schneider Electric
Cooling+Power
€303.70
+1.03%
—
—
—
—
—
—
—
—
—
786.36K
170.73B
36.65
26.9
+1.68
25.21
-0.30
2.17
1.4
+2.22
6.98
3.60
+2.91
7.50
5.81
+0.83
8.53
5.74
+1.16
27.95
22.64
+0.91
1.38%
2.20%
-1.31
VRT
Vertiv Holdings
Cooling+Power
$272.40
−1.01%
+12.76%
−15.91%
−19.87%
+53.32%
+55.19%
+95.13%
+697.28%
+894.56%
+58.32%
3.51M
104.87B
61.64
88.3
-0.15
29.94
-0.32
9.13
3.6
+2.05
22.04
10.98
+1.34
49.32
22.52
+3.22
31.90
38.93
-0.03
36.52
-21.73
+0.24
0.08%
0.06%
+0.71
Full AISC universe
83 unique tickers1–50 of 83
CWR
Ceres Power Holdings
Fuel Cells
421.40p
−0.85%
—
—
—
—
—
—
—
—
—
1.79M
900.98M
-17.19
-56.7
+0.58
-494.02
-6.46
—
—
—
7.62
5.77
+0.39
—
—
—
—
—
—
-44.94
-45.60
+0.01
0.00%
0.00%
—
BESI
BE Semiconductor Industries
Niche
€221.40
+1.93%
—
—
—
—
—
—
—
—
—
328.87K
17.53B
85.20
42.9
+1.49
34.09
-0.31
24.38
11.4
+1.87
31.21
15.28
+1.58
76.54
29.15
+2.88
72.12
38.91
+1.59
73.92
40.25
+1.51
0.71%
3.94%
-1.09
SU
Schneider Electric
Cooling+Power
€303.70
+1.03%
—
—
—
—
—
—
—
—
—
786.36K
170.73B
36.65
26.9
+1.68
25.21
-0.30
2.17
1.4
+2.22
6.98
3.60
+2.91
7.50
5.81
+0.83
8.53
5.74
+1.16
27.95
22.64
+0.91
1.38%
2.20%
-1.31
SNDK
Sandisk
Storage
$1,212.21
−3.68%
−0.22%
−34.77%
−9.53%
+110.38%
+340.42%
+2779.36%
—
—
—
13.57M
176.98B
16.63
-5.4
+0.58
4.69
+0.26
8.74
6.0
+0.45
11.25
5.74
+0.90
21.34
20.83
+0.05
16.32
-245.24
+0.26
16.57
43.71
-0.42
0.00%
0.00%
—
DELL
Dell Technologies
OEM
$453.77
+3.68%
+11.94%
+0.96%
+97.39%
+295.12%
+258.31%
+258.63%
+799.22%
+900.56%
+58.51%
4.72M
293.2B
36.06
12.6
+2.27
20.77
+0.79
1.10
0.2
+4.38
-209.76
-21.40
-5.33
10.81
9.14
+0.79
23.87
7.13
+3.30
31.53
13.33
+1.47
0.49%
0.95%
-0.47
AAOI
Applied Optoelectronics
Optics
$135.63
+9.19%
+43.80%
+10.98%
−13.91%
+255.70%
+242.50%
+483.86%
+1735.32%
+1703.59%
+78.33%
23.9M
11.47B
-205.44
-19.0
-3.47
29.69
+0.90
19.20
2.9
+3.28
6.86
2.10
+1.87
72.83
50.68
+0.79
-83.93
-79.12
-0.01
-17.51
-10.10
-0.79
0.00%
0.00%
—
STX
Seagate Technology
Storage
$812.76
−4.71%
−5.07%
−8.69%
+6.12%
+100.95%
+183.35%
+456.44%
+1240.30%
+919.73%
+59.11%
5.89M
184.21B
58.58
10.6
+1.61
14.68
+0.14
15.11
2.8
+3.82
85.06
-11.97
+0.58
42.68
19.97
+1.27
51.32
17.77
+2.50
60.73
24.25
+2.24
0.36%
3.62%
-2.17
MU
Micron Technology
HBM
$877.57
−0.44%
+6.63%
−11.50%
+35.74%
+129.33%
+178.38%
+708.03%
+1201.71%
+1021.99%
+62.18%
33.89M
991.12B
19.87
13.8
+0.18
5.66
-0.24
10.98
3.9
+2.82
9.84
2.44
+3.65
15.17
10.85
+0.36
19.54
12.13
+0.60
38.39
79.54
-0.20
0.06%
0.27%
-0.74
INTC
Intel
Foundry
$101.65
+1.84%
+12.69%
−9.68%
−7.27%
+110.72%
+158.13%
+398.04%
+201.60%
+104.18%
+15.35%
74.29M
512.72B
-47.95
96.7
-0.22
49.35
-0.07
8.99
3.0
+3.75
5.86
2.19
+3.46
40.76
12.18
+4.20
34.74
11.38
+2.55
1508.20
18.83
+8.07
0.00%
2.34%
-1.78
FCEL
FuelCell Energy
Fuel Cells
$20.43
+0.54%
−5.46%
−11.17%
+66.37%
+221.23%
+150.06%
+363.27%
−66.12%
−90.57%
−37.64%
8.78M
1.63B
-3.11
-7.4
+0.42
-18.73
-1.08
7.73
11.7
-0.22
1.80
2.99
-0.27
151.25
149.61
+0.11
-9.98
-13.24
+0.15
-9.25
-11.95
+0.12
0.00%
0.00%
—
ARM
Arm Holdings
IP
$282.57
−1.43%
+17.89%
−13.82%
+32.47%
+154.84%
+146.29%
+107.59%
+344.36%
—
—
3.82M
301.78B
289.87
346.0
-0.17
92.06
-0.79
58.53
38.0
+1.66
34.97
22.61
+1.68
327.87
242.49
+0.65
145.47
154.44
-0.12
202.26
225.99
-0.14
0.00%
0.00%
—
MRVL
Marvell Technology
ASIC
$218.72
+3.89%
+16.61%
−10.07%
+36.73%
+194.95%
+145.04%
+191.01%
+255.43%
+268.42%
+29.80%
19.38M
196.31B
74.74
-90.4
+1.27
35.05
+0.96
21.97
9.8
+2.83
10.51
3.65
+3.54
54.85
49.96
+0.24
95.01
45.49
+2.31
117.32
56.55
+2.18
0.11%
0.56%
-1.37
WDC
Western Digital
Storage
$434.30
−3.81%
−20.29%
−24.87%
−6.36%
+67.04%
+131.55%
+490.24%
+1260.70%
+753.73%
+53.56%
11.55M
149.7B
17.94
-3.1
+0.35
13.64
+0.28
11.60
1.8
+3.14
15.48
2.67
+3.12
42.07
12.76
+3.52
43.00
1.98
+0.98
48.12
27.99
+0.24
0.12%
1.53%
-0.59
LITE
Lumentum
Optics
$890.17
+6.22%
+24.68%
+13.29%
−0.27%
+76.47%
+130.55%
+709.17%
+1662.36%
+1003.74%
+61.65%
5.73M
69.26B
165.21
11.7
+0.65
47.51
+0.15
25.65
4.7
+3.95
21.47
6.12
+1.72
133.34
121.67
+0.06
189.29
43.61
+2.63
751.18
-31.50
+2.34
0.00%
0.00%
—
ASX
ASE Technology Holding
OSAT
$37.39
+0.38%
+6.31%
−13.55%
+13.28%
+86.41%
+124.00%
+288.54%
+429.15%
+417.50%
+38.93%
5.56M
82.21B
43.55
16.4
+2.69
20.31
+0.39
3.65
1.0
+4.07
6.84
2.13
+3.93
23.60
7.01
+5.78
15.42
6.08
+3.73
-68.94
10.63
-1.55
0.80%
3.13%
-1.57
BE
Bloom Energy
Fuel Cells
$219.34
−4.20%
+6.57%
−14.66%
−15.19%
+60.57%
+122.25%
+464.44%
+1207.93%
+849.52%
+56.86%
14.77M
64.6B
298.87
27.3
+0.13
44.80
+0.01
20.67
4.6
+2.49
39.92
13.98
+0.19
243.55
561.78
-0.96
95.79
20.16
+0.76
113.06
43.15
+0.47
0.00%
0.00%
—
AMD
Advanced Micro Devices
GPU
$483.36
−1.21%
+1.51%
−11.59%
+18.34%
+151.10%
+116.30%
+196.32%
+342.03%
+349.30%
+35.05%
25.5M
789.07B
124.05
-73.6
+0.16
31.27
+0.09
19.10
8.8
+3.01
11.73
11.24
+0.06
89.89
46.68
+2.72
79.55
26.37
+0.14
95.43
61.93
+0.25
0.00%
0.00%
—
000660.KS
SK Hynix
HBM
1,422,000.00 KRW
−4.88%
−17.23%
−31.50%
−14.01%
+56.75%
+110.47%
+429.85%
+1174.73%
+1192.84%
+66.84%
5.34M
1009.41T
13.46
9.6
+0.24
3.12
-0.40
5.32
2.6
+1.51
6.13
1.90
+2.65
5.91
7.17
-0.15
14.32
8.82
+0.54
24.22
14.18
+0.27
0.21%
1.20%
-1.65
NBIS
Nebius Group
Neocloud
$187.97
−1.01%
−1.28%
−13.06%
+1.73%
+154.46%
+108.97%
+241.21%
—
—
—
22.61M
47.73B
62.71
50.3
+0.16
-86.97
-1.77
47.19
18.9
+1.25
6.59
4.71
+1.25
5381.40
375.28
+3.77
76.85
43.65
+0.82
-190.50
-293.73
+0.08
0.00%
0.00%
—
AMAT
Applied Materials
WFE
$539.14
+2.21%
+6.20%
−8.41%
+31.46%
+77.80%
+101.02%
+204.87%
+275.03%
+296.01%
+31.69%
3.99M
428.06B
50.66
20.8
+3.64
31.62
+1.32
14.75
5.0
+3.94
17.90
8.12
+3.60
35.89
15.59
+3.46
53.89
19.54
+4.20
80.62
23.80
+4.50
0.35%
1.03%
-1.53
COHR
Coherent Corp.
Optics
$379.13
+13.44%
+44.22%
+15.86%
+18.78%
+81.19%
+95.10%
+253.83%
+722.41%
+458.45%
+41.06%
10M
74.17B
181.00
-12.3
+1.49
45.29
+0.44
11.23
2.5
+4.49
6.94
2.33
+3.83
35.85
17.08
+3.01
530.48
39.96
+5.12
-138.32
96.34
-1.17
0.00%
0.00%
—
ALAB
Astera Labs, Inc.
Interconnect
$334.17
+0.81%
+7.37%
−19.95%
+70.80%
+133.98%
+86.10%
+91.62%
—
—
—
3.5M
57.97B
164.53
61.2
+0.54
53.35
-0.04
48.23
42.0
+0.39
33.59
17.27
+1.01
305.90
227.96
+0.78
182.50
113.14
+1.82
221.44
136.49
+1.84
0.00%
0.00%
—
GLW
Corning Inc.
Fiber
$165.68
+5.41%
+19.84%
−13.88%
−9.03%
+47.39%
+83.35%
+161.79%
+425.27%
+362.62%
+35.85%
9.36M
142.71B
75.99
62.9
+0.19
38.35
-0.36
8.85
2.8
+3.36
11.95
3.37
+3.34
54.45
14.87
+6.04
37.03
16.32
+2.03
60.53
48.83
+0.14
0.68%
2.54%
-2.40
005930.KS
Samsung Electronics
Foundry
231,000.00 KRW
+0.22%
−12.00%
−16.76%
−14.82%
+44.38%
+80.34%
+254.39%
+237.66%
+213.29%
+25.66%
22.13M
1516.88T
18.52
15.1
+0.52
3.44
-1.76
2.76
1.6
+1.79
3.21
1.56
+2.71
7.11
5.23
+0.93
14.14
7.83
+2.17
27.30
16.35
+0.32
0.73%
2.22%
-2.31
CRDO
Credo Technology
Interconnect
$249.89
+8.45%
+20.73%
−5.93%
+32.72%
+154.83%
+74.48%
+112.96%
+1475.60%
—
—
4.18M
46.6B
100.77
135.3
-0.04
27.53
-0.12
34.70
22.6
+1.15
22.45
11.55
+1.40
69.67
714.58
-1.48
103.70
537.99
-0.30
118.30
456.47
-0.16
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$88.59
−2.27%
−17.69%
−16.60%
−12.44%
+99.17%
+72.79%
+328.18%
+441.83%
+175.55%
+22.47%
6.82M
10.92B
-16.55
3.4
-1.07
-15.69
-1.02
34.32
10.1
+2.49
7.23
2.71
+2.42
327.86
410.11
-0.04
-111.66
-37.87
-0.65
-13.50
-28.81
+0.16
0.00%
0.00%
—
FIX
Comfort Systems USA
Builder
$1,694.55
−1.11%
−2.03%
−4.88%
−12.71%
+47.75%
+68.99%
+145.98%
+879.73%
+2169.85%
+86.72%
341.16K
59.64B
41.69
23.6
+1.83
28.22
+0.47
5.31
1.7
+2.65
18.54
6.53
+2.43
33.96
13.40
+3.85
23.46
17.20
+0.71
27.71
20.53
+0.68
0.15%
0.51%
-1.41
LRCX
Lam Research
WFE
$311.35
+1.82%
+6.26%
−11.84%
+8.74%
+46.24%
+68.56%
+226.32%
+366.31%
+412.08%
+38.63%
6.68M
389.59B
54.04
23.5
+2.78
27.01
+0.32
16.77
6.1
+3.08
31.24
12.52
+2.77
54.89
17.43
+4.55
66.76
22.45
+4.03
79.95
25.39
+4.23
0.33%
1.21%
-1.67
2308.TW
Delta Electronics
PSU
1,650.00 TWD
−1.79%
+0.61%
−12.23%
−26.12%
+32.69%
+66.70%
+220.20%
+409.90%
+543.54%
+45.12%
10.2M
4.29T
52.61
28.0
+1.90
25.60
-0.19
6.55
2.6
+2.45
14.59
5.14
+2.76
35.64
14.60
+4.73
36.37
17.72
+2.05
67.26
41.80
+0.62
0.70%
2.46%
-1.70
Q
Qnity Electronics
Materials
$138.00
+3.47%
+5.20%
−3.81%
−3.84%
+48.93%
+62.58%
—
—
—
—
1.31M
28.87B
44.51
36.6
+0.76
25.75
-1.03
5.84
5.1
+0.66
4.02
3.37
+0.70
19.23
17.42
+0.82
24.16
20.88
+0.73
32.32
27.72
+0.74
—
—
—
CSCO
Cisco
Networking
$121.43
+0.45%
+4.69%
+2.64%
+32.25%
+48.79%
+61.16%
+79.08%
+149.97%
+151.76%
+20.28%
15.49M
478.61B
39.59
44.4
-0.04
25.32
-0.17
7.88
4.2
+4.36
9.79
5.38
+4.36
21.61
13.47
+2.80
37.12
15.83
+4.34
41.02
16.80
+4.39
1.36%
2.82%
-3.10
KLAC
KLA Corporation
WFE
$198.11
+2.53%
+8.36%
−13.69%
+12.50%
+49.22%
+55.85%
+124.46%
+306.76%
+492.89%
+42.76%
7.79M
258.84B
53.96
26.3
+2.61
30.25
+0.37
19.08
7.7
+3.00
44.41
20.36
+2.37
65.58
18.04
+5.90
59.19
23.67
+3.31
65.05
25.68
+3.36
0.40%
1.27%
-1.36
VRT
Vertiv Holdings
Cooling+Power
$272.40
−1.01%
+12.76%
−15.91%
−19.87%
+53.32%
+55.19%
+95.13%
+697.28%
+894.56%
+58.32%
3.51M
104.87B
61.64
88.3
-0.15
29.94
-0.32
9.13
3.6
+2.05
22.04
10.98
+1.34
49.32
22.52
+3.22
31.90
38.93
-0.03
36.52
-21.73
+0.24
0.08%
0.06%
+0.71
PWR
Quanta Services
Builder
$671.86
+0.60%
+0.67%
+0.55%
−10.49%
+40.69%
+52.86%
+73.53%
+233.29%
+635.44%
+49.04%
613.49K
101.01B
76.95
39.6
+1.86
35.01
-0.23
3.07
1.4
+2.27
10.48
4.24
+2.42
36.77
17.15
+2.65
32.22
14.83
+0.24
42.83
82.35
-0.14
0.06%
0.20%
-1.16
6857.T
Advantest
Test
32,190.00 JPY
−2.25%
−0.95%
+16.86%
+11.85%
+32.62%
+52.23%
+180.98%
+540.89%
+1207.18%
+67.21%
7.23M
23.31T
51.06
31.6
+1.09
135.41
+5.81
18.91
6.6
+2.88
22.35
8.94
+2.14
39.33
19.06
+2.06
55.12
42.20
+0.30
60.40
391.82
-0.24
0.18%
1.20%
-1.22
ASML
ASML Holding
WFE
$1,740.99
+2.15%
+6.87%
−3.38%
+14.94%
+29.57%
+50.32%
+153.63%
+161.30%
+131.37%
+18.27%
1.05M
668.71B
54.20
40.9
+1.40
29.38
-1.21
16.29
10.9
+1.83
26.89
17.65
+1.27
43.31
30.50
+1.83
51.44
37.91
+0.82
59.16
53.02
+0.19
0.44%
0.78%
-1.31
MPWR
Monolithic Power Systems
Power IC
$1,401.54
+3.12%
−1.72%
+1.99%
−10.93%
+21.67%
+50.22%
+75.14%
+170.23%
+216.13%
+25.88%
599.41K
68.88B
85.89
70.2
+0.56
40.28
-1.08
21.04
15.4
+1.32
17.68
13.62
+1.10
66.66
57.98
+0.52
83.96
55.18
+1.82
117.91
72.77
+2.24
0.51%
0.69%
-1.12
8035.T
Tokyo Electron
WFE
54,500.00 JPY
−1.50%
−1.80%
−19.08%
+4.65%
+38.70%
+48.96%
+98.72%
+170.00%
+291.68%
+31.40%
2.88M
24.78T
40.23
23.8
+1.63
42.57
+1.86
9.43
4.8
+2.13
11.56
6.25
+2.28
44.79
15.40
+3.98
42.62
28.02
+1.21
63.56
39.27
+1.27
1.15%
2.53%
-1.22
GEV
GE Vernova
Electrical
$990.32
−1.00%
+0.00%
−7.90%
−5.24%
+34.43%
+46.00%
+49.36%
—
—
—
2.01M
263.76B
28.35
72.0
-1.02
39.87
-0.75
6.38
5.0
+0.97
22.06
14.71
+1.32
90.51
65.59
+1.63
18.91
40.03
-2.11
21.50
52.62
-2.00
0.18%
0.15%
+1.25
NOK
Nokia
AI-RAN
$9.36
−0.74%
+2.41%
−27.44%
−24.21%
+36.44%
+43.78%
+127.18%
+155.63%
+70.82%
+11.30%
48.27M
52.25B
64.64
-42.6
+0.35
18.84
+0.20
2.22
1.2
+2.28
2.16
1.43
+1.60
19.94
7.70
+3.79
40.47
-7.13
+0.42
84.94
345.34
-0.14
1.28%
1.70%
-0.34
ANET
Arista Networks
Networking
$188.67
−1.90%
+4.61%
+2.15%
+33.10%
+46.63%
+41.22%
+35.95%
+325.70%
+703.92%
+51.72%
6.03M
237.96B
59.48
40.8
+1.40
36.69
-0.31
22.57
12.3
+2.20
16.08
9.69
+2.12
43.84
29.28
+1.68
45.37
39.80
+0.36
46.70
41.48
+0.31
0.00%
0.00%
—
ETN
Eaton Corporation
Electrical
$448.68
+0.36%
+8.06%
+10.56%
+12.72%
+27.25%
+37.89%
+26.73%
+113.13%
+197.56%
+24.37%
1.49M
174.27B
45.65
28.9
+2.05
28.00
-0.10
5.80
3.4
+1.67
8.60
4.48
+2.12
26.48
18.05
+1.66
35.31
24.05
+1.28
44.42
30.56
+1.17
0.95%
2.05%
-1.28
EQIX
Equinix
DC REIT
$1,042.62
−0.97%
+2.29%
+0.75%
−1.78%
+30.45%
+37.87%
+37.95%
+37.88%
+41.15%
+7.14%
431K
102.88B
67.10
104.0
-1.04
55.22
-1.38
10.49
9.4
+0.78
7.15
5.93
+1.65
36.94
27.31
+1.79
26.22
24.65
+0.38
-70.60
-311.36
+0.16
1.89%
1.80%
+0.30
WULF
TeraWulf
Neocloud
$17.08
−3.04%
−3.28%
−26.38%
−28.89%
+43.29%
+34.07%
+231.65%
+499.30%
−10.92%
−2.29%
39.58M
8.52B
-3.88
-7.7
+0.05
-76.48
-0.90
51.59
11.5
+2.76
57.86
2.28
+2.11
4083.75
872.07
+2.08
-29.72
241.48
-0.40
-3.31
237.11
-0.35
0.00%
0.00%
—
042700.KS
Hanmi Semiconductor
Niche
192,300.00 KRW
−4.09%
−10.35%
−3.46%
−51.07%
−8.58%
+33.49%
+128.01%
+555.37%
+976.41%
+60.84%
751.27K
18.24T
102.65
34.4
+1.98
36.18
+0.05
37.99
14.8
+1.25
28.69
9.62
+1.81
117.24
37.68
+1.67
113.27
40.87
+0.76
171.51
113.11
+0.33
0.42%
1.45%
-0.98
TSM
Taiwan Semiconductor (TSMC)
Foundry
$420.04
+0.44%
+3.91%
−3.87%
+1.66%
+27.66%
+32.10%
+83.55%
+357.96%
+285.45%
+30.98%
9.13M
2.18T
30.32
24.6
+0.83
19.44
-0.76
15.25
9.6
+1.85
11.82
6.62
+2.38
23.53
13.01
+2.74
24.69
15.40
+1.81
54.59
45.37
+0.51
0.71%
1.70%
-1.23
AMKR
Amkor Technology
OSAT
$55.27
+2.05%
+10.83%
−23.41%
−23.44%
+25.23%
+29.17%
+151.00%
+101.92%
+115.39%
+16.59%
2.86M
13.73B
24.80
18.1
+0.58
19.58
+0.13
1.84
1.0
+2.00
2.95
1.75
+1.89
16.13
5.16
+5.04
11.57
5.85
+2.26
-80.15
25.87
-4.04
0.60%
0.65%
-0.08
EME
EMCOR Group
Builder
$816.90
+1.05%
+2.44%
+4.33%
−11.55%
+13.94%
+28.12%
+31.54%
+280.61%
+596.31%
+47.42%
276.72K
36.03B
25.35
21.5
+0.50
22.23
+0.10
1.94
0.9
+2.06
8.86
4.44
+1.79
18.11
10.47
+2.49
28.22
15.80
+2.21
31.07
17.72
+2.08
0.16%
0.33%
-1.45
DLR
Digital Realty Trust
DC REIT
$193.80
+0.64%
+2.80%
+8.07%
+0.16%
+19.30%
+26.70%
+17.64%
+72.44%
+45.79%
+7.83%
2.17M
73B
94.27
72.5
+0.61
66.07
-0.18
10.47
8.9
+0.97
2.69
2.52
+0.47
25.56
24.52
+0.33
23.62
22.82
+0.19
-138.27
-22.94
-0.43
2.52%
3.37%
-1.43
JCI
Johnson Controls
Cooling
$152.21
−1.51%
+3.78%
+8.31%
+9.61%
+15.53%
+25.18%
+46.27%
+151.34%
+132.88%
+18.42%
2.23M
92.2B
26.46
42.5
-0.32
25.31
-0.34
3.69
1.8
+2.70
6.84
2.83
+3.01
22.41
15.90
+2.08
45.69
23.53
+2.18
55.97
34.08
+1.38
1.05%
2.15%
-1.77
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