AI Supply Chain
Constituents83
Advancers · 1D20
Decliners · 1D63
Flat0
Breadth · 1D24%
Awaiting data
- ORCL#1Oracle$119.90+4.27%
- SNPS#2Synopsys$388.99+4.16%
- CDNS#3Cadence Design Systems$338.61+3.79%
- ERIC#4Ericsson$9.67+3.53%
- ARM#5Arm Holdings$266.33+2.43%
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 | 2/6 | 2/13 | 2/20 | 2/27 | 3/6 | 3/13 | 3/20 | 3/27 | 4/3 | 4/10 | 4/17 | 4/24 | 5/1 | 5/8 | 5/15 | 5/22 | 5/29 | 6/5 | 6/12 | 6/19 | 6/26 | 7/3 | 7/10 | 7/17 | 7/24 | 7/27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| L10AI Applications | -5.5 | -3.0 | +1.4 | -1.1 | -0.7 | -0.7 | -2.0 | -7.6 | +6.4 | +3.9 | +10.2 | +0.7 | +5.9 | +2.2 | +0.1 | -2.3 | +2.7 | -4.8 | -3.8 | +0.3 | -5.9 | +5.7 | -0.8 | -0.5 | -5.8 | +2.2 |
| L9AI Models | -7.4 | -3.5 | +2.1 | -0.9 | -0.4 | -1.3 | -2.3 | -6.7 | +5.9 | +6.7 | +8.6 | +1.1 | +2.2 | +2.0 | -0.7 | -1.5 | +2.2 | -5.3 | -3.6 | +0.6 | -5.7 | +5.4 | +2.4 | -0.5 | -6.1 | +1.3 |
| L8Cloud & Neoclouds | -7.6 | -2.9 | +1.8 | -1.0 | -0.3 | -1.1 | -2.3 | -6.8 | +5.9 | +6.6 | +9.1 | +1.0 | +2.2 | +2.4 | -0.6 | -1.5 | +2.7 | -5.3 | -3.8 | +0.8 | -6.2 | +4.8 | +2.4 | -1.0 | -6.0 | +1.3 |
| L7DC REITs & Construction | +5.3 | +7.4 | +1.7 | +0.9 | -4.2 | +3.6 | -1.1 | +0.3 | +3.2 | +5.4 | +4.6 | +2.6 | +6.0 | +0.2 | +0.1 | -2.5 | -1.2 | -0.6 | -0.1 | +2.3 | -1.4 | -6.4 | +2.1 | -4.0 | +5.2 | -1.6 |
| L6Networking & Optics | -0.5 | -1.9 | +3.3 | -4.7 | +0.7 | +0.5 | -3.5 | -2.3 | +5.5 | +10.0 | +7.5 | +4.0 | -2.8 | +5.7 | +4.3 | -2.3 | +0.7 | -4.4 | +0.4 | +3.8 | -8.6 | -0.1 | +8.5 | -6.1 | +2.0 | -3.2 |
| L5Servers & Assembly | +2.0 | +1.2 | +4.2 | +15.7 | -4.2 | +2.2 | +1.4 | +5.2 | -0.9 | +7.3 | +8.0 | +10.0 | -0.8 | +16.8 | -5.7 | +12.4 | +30.5 | -5.4 | -3.4 | +1.9 | -6.6 | +2.4 | +3.0 | -7.3 | +8.6 | -1.7 |
| L4AI Accelerators | -2.2 | -1.9 | +2.1 | -4.6 | +0.4 | +0.6 | -3.1 | -2.3 | +6.6 | +11.0 | +8.4 | +6.9 | -1.3 | +9.6 | +1.2 | -1.4 | +1.5 | -5.9 | +2.4 | +4.5 | -8.6 | -0.1 | +7.6 | -6.3 | +2.3 | -3.5 |
| L3Memory & Storage | -2.4 | +7.0 | +4.6 | +5.6 | -12.4 | +6.0 | +6.0 | -10.8 | +2.3 | +14.7 | +7.6 | +6.4 | +6.9 | +28.0 | +0.7 | +5.5 | +17.9 | -5.6 | +7.0 | +17.3 | -4.3 | -10.9 | -3.0 | -14.1 | +2.1 | -0.5 |
| L2Foundry & Packaging | +3.6 | +6.0 | +1.3 | +4.6 | -9.9 | -0.0 | +0.3 | -3.4 | +4.8 | +11.6 | +3.0 | +8.2 | +2.2 | +11.0 | -2.4 | +3.9 | +4.1 | -1.7 | +4.1 | +9.2 | -4.9 | -3.1 | -2.3 | -9.8 | -0.2 | -0.2 |
| L1Chip Design & Equipment | +1.0 | +3.6 | +2.9 | +0.2 | -9.6 | +2.4 | +3.5 | -2.6 | +2.5 | +11.5 | +3.2 | +7.2 | -4.1 | +9.2 | -3.6 | +8.8 | +3.0 | +0.3 | +15.9 | +6.7 | -5.7 | -3.8 | +0.5 | -8.9 | -0.9 | -2.7 |
| L0Power & Cooling | +3.6 | +5.5 | +1.2 | +3.4 | -7.3 | +1.3 | -1.2 | +0.3 | +2.2 | +8.4 | +3.1 | +5.2 | -0.4 | -2.1 | -0.2 | -0.8 | -1.9 | -2.4 | -0.2 | +9.3 | -4.3 | +0.5 | +0.0 | -3.0 | +0.3 | -0.9 |
AISC Valuation Scatter
66 plottedX
Y
↖ Priced for perfectionCheap for fundamentals ↘
Cheap for fundamentals
n=10Priced for perfection
n=10Fit: each +10pp in fwd eps growth ⇒ ×1.00 fwd p/e (R² 0.00, n=54). · Drag to pan · X/Y +/− to zoom.
7 excluded (Y) · 10 excluded (X)
L10AI Applications
2 namesCheapP/E avg z −1.91 across the layerBest: Fwd P/EⓘThin layer (GOOG, MSFT only). When true SaaS/app names are added, the right lens flips to EV/Sales + P/FCF (Rule-of-40, often GAAP-unprofitable), not P/E.Value plays: MSFT
1–2 of 2
GOOG
Alphabet (DeepMind)
Apps
$326.57
+2.34%
−7.06%
−4.56%
−4.54%
−0.44%
+3.70%
+69.51%
+175.62%
+141.56%
+19.29%
21.36M
3.99T
16.03
26.5
-2.09
22.21
-0.85
3.95
3.1
+1.37
6.27
6.16
+0.07
23.84
17.39
+2.27
21.15
18.61
+0.81
73.73
32.53
+3.81
0.27%
0.08%
+1.36
MSFT
Microsoft (Copilot)
Apps
$389.10
+1.94%
−3.28%
+10.28%
−8.17%
−16.12%
−17.36%
−23.23%
+14.83%
+41.65%
+7.21%
27.75M
2.89T
22.73
32.9
-1.73
20.09
-2.18
8.91
10.8
-0.92
6.84
11.46
-2.26
14.44
20.72
-1.89
16.70
24.26
-1.99
38.97
36.92
+0.28
0.93%
0.97%
-0.12
L9AI Models
7 namesCheapP/E avg z −1.51 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: 0700.HK · MSFT
1–7 of 7
GOOG
Alphabet (DeepMind)
LLM
$326.57
+2.34%
−7.06%
−4.56%
−4.54%
−0.44%
+3.70%
+69.51%
+175.62%
+141.56%
+19.29%
21.36M
3.99T
16.03
26.5
-2.09
22.21
-0.85
3.95
3.1
+1.37
6.27
6.16
+0.07
23.84
17.39
+2.27
21.15
18.61
+0.81
73.73
32.53
+3.81
0.27%
0.08%
+1.36
AMZN
Amazon (Bedrock)
LLM
$231.39
−0.31%
−7.44%
+1.93%
−12.35%
−3.25%
+2.16%
−0.36%
+78.05%
+27.48%
+4.98%
34.9M
2.49T
27.74
63.6
-0.41
23.33
-0.46
3.36
3.4
-0.06
5.65
12.35
-1.20
14.03
24.51
-1.42
16.99
25.37
-1.31
-1021.02
-1.17
-3.51
0.00%
0.00%
—
META
Meta Platforms
LLM
$593.87
−0.22%
−8.05%
+9.39%
−11.94%
−9.69%
−8.53%
−16.65%
+98.03%
+60.49%
+9.92%
11.11M
1.51T
21.64
25.8
-0.71
16.05
-1.67
6.08
6.7
-0.36
6.20
6.41
-0.12
13.21
15.18
-0.59
12.31
15.76
-0.80
31.63
28.87
+0.36
0.35%
0.08%
+2.07
MSFT
Microsoft (Copilot)
LLM
$389.10
+1.94%
−3.28%
+10.28%
−8.17%
−16.12%
−17.36%
−23.23%
+14.83%
+41.65%
+7.21%
27.75M
2.89T
22.73
32.9
-1.73
20.09
-2.18
8.91
10.8
-0.92
6.84
11.46
-2.26
14.44
20.72
-1.89
16.70
24.26
-1.99
38.97
36.92
+0.28
0.93%
0.97%
-0.12
9988.HK
Alibaba
LLM
112.20 HKD
+1.08%
−4.97%
+16.84%
−14.78%
−33.14%
−25.42%
−2.35%
+34.36%
−37.82%
−9.07%
33.12M
2.15T
18.21
32.4
-0.38
12.12
-0.54
1.82
3.4
-0.64
1.70
2.73
-0.66
20.70
17.25
+0.35
24.71
15.09
+1.38
-37.13
109.15
-0.31
0.94%
0.59%
+0.64
0700.HK
Tencent Holdings
LLM
446.40 HKD
+0.77%
−7.28%
+5.13%
−9.50%
−27.42%
−28.06%
−13.23%
+37.01%
+12.25%
+2.34%
6.14M
4.02T
15.58
23.6
-1.02
11.81
-1.50
4.65
6.6
-1.02
3.07
5.08
-1.10
12.65
20.30
-1.34
10.68
18.24
-1.77
37.90
33.82
+0.47
1.22%
0.57%
+2.13
BIDU
Baidu
LLM
$105.29
−0.05%
−4.12%
+1.25%
−18.20%
−34.78%
−29.95%
+15.72%
−26.39%
−36.87%
−8.79%
2.23M
35.83B
-4540.52
-185.4
-4.25
12.26
+0.19
1.60
2.2
-0.73
0.92
1.59
-0.98
17.45
11.83
+1.10
46.03
-81.86
+0.25
36.21
37.66
-0.18
0.00%
0.00%
—
L8Cloud & Neoclouds
13 namesFairEV/EBITDA avg z +0.50 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
112.20 HKD
+1.08%
−4.97%
+16.84%
−14.78%
−33.14%
−25.42%
−2.35%
+34.36%
−37.82%
−9.07%
33.12M
2.15T
18.21
32.4
-0.38
12.12
-0.54
1.82
3.4
-0.64
1.70
2.73
-0.66
20.70
17.25
+0.35
24.71
15.09
+1.38
-37.13
109.15
-0.31
0.94%
0.59%
+0.64
0700.HK
Tencent Holdings
Chinese cloud
446.40 HKD
+0.77%
−7.28%
+5.13%
−9.50%
−27.42%
−28.06%
−13.23%
+37.01%
+12.25%
+2.34%
6.14M
4.02T
15.58
23.6
-1.02
11.81
-1.50
4.65
6.6
-1.02
3.07
5.08
-1.10
12.65
20.30
-1.34
10.68
18.24
-1.77
37.90
33.82
+0.47
1.22%
0.57%
+2.13
US hyperscaler5 names
1–5 of 5
GOOG
Alphabet (DeepMind)
US hyperscaler
$326.57
+2.34%
−7.06%
−4.56%
−4.54%
−0.44%
+3.70%
+69.51%
+175.62%
+141.56%
+19.29%
21.36M
3.99T
16.03
26.5
-2.09
22.21
-0.85
3.95
3.1
+1.37
6.27
6.16
+0.07
23.84
17.39
+2.27
21.15
18.61
+0.81
73.73
32.53
+3.81
0.27%
0.08%
+1.36
AMZN
Amazon (Bedrock)
US hyperscaler
$231.39
−0.31%
−7.44%
+1.93%
−12.35%
−3.25%
+2.16%
−0.36%
+78.05%
+27.48%
+4.98%
34.9M
2.49T
27.74
63.6
-0.41
23.33
-0.46
3.36
3.4
-0.06
5.65
12.35
-1.20
14.03
24.51
-1.42
16.99
25.37
-1.31
-1021.02
-1.17
-3.51
0.00%
0.00%
—
META
Meta Platforms
US hyperscaler
$593.87
−0.22%
−8.05%
+9.39%
−11.94%
−9.69%
−8.53%
−16.65%
+98.03%
+60.49%
+9.92%
11.11M
1.51T
21.64
25.8
-0.71
16.05
-1.67
6.08
6.7
-0.36
6.20
6.41
-0.12
13.21
15.18
-0.59
12.31
15.76
-0.80
31.63
28.87
+0.36
0.35%
0.08%
+2.07
MSFT
Microsoft (Copilot)
US hyperscaler
$389.10
+1.94%
−3.28%
+10.28%
−8.17%
−16.12%
−17.36%
−23.23%
+14.83%
+41.65%
+7.21%
27.75M
2.89T
22.73
32.9
-1.73
20.09
-2.18
8.91
10.8
-0.92
6.84
11.46
-2.26
14.44
20.72
-1.89
16.70
24.26
-1.99
38.97
36.92
+0.28
0.93%
0.97%
-0.12
ORCL
Oracle
US hyperscaler
$119.90
+4.27%
−1.22%
−21.08%
−30.56%
−31.85%
−38.14%
−50.06%
+7.19%
+47.12%
+8.03%
36.66M
345.37B
19.74
31.1
-0.90
11.01
-1.60
4.92
6.1
-0.55
8.82
17.22
-0.12
24.23
16.53
+1.51
10.48
18.09
-1.34
-14.15
-32.93
+0.07
1.74%
1.37%
+1.20
Neocloud6 names
1–6 of 6
NBIS
Nebius Group
Neocloud
$187.88
+0.06%
+2.88%
−26.79%
+27.67%
+98.81%
+108.87%
+260.20%
—
—
—
18.01M
47.7B
62.65
49.7
+0.17
-116.45
-2.15
47.14
18.7
+1.25
6.58
4.68
+1.28
5381.40
344.57
+3.96
76.77
43.30
+0.83
-190.30
-280.30
+0.07
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$104.59
−4.91%
+3.63%
−11.12%
+36.06%
+79.65%
+104.00%
+394.75%
+479.45%
+361.77%
+35.80%
3.97M
11.78B
-37.80
3.1
-2.20
-41.67
-2.41
43.54
10.0
+3.58
8.97
2.67
+3.49
327.86
394.65
-0.03
-91.92
-36.48
-0.50
-37.76
-27.18
-0.12
0.00%
0.00%
—
WULF
TeraWulf
Neocloud
$17.98
−2.60%
−4.67%
−31.01%
−10.14%
+27.34%
+41.13%
+237.97%
+422.67%
−5.72%
−1.17%
21.66M
8.91B
-7.35
-3.3
-0.05
92.21
+1.24
46.69
10.2
+2.71
-99.61
0.25
-3.84
4083.75
792.95
+2.21
-39.59
219.97
-0.40
-4.63
215.04
-0.33
0.00%
0.00%
—
CIFR
Cipher Digital
Neocloud
$21.65
−6.48%
+5.40%
−15.69%
+18.96%
+23.22%
+33.64%
+225.56%
+384.34%
+118.03%
+16.87%
24.59M
8.86B
-10.40
-28.5
+0.26
41.84
+1.02
44.71
24.9
+0.66
13.14
104.46
-0.09
216.38
172.68
+0.95
-135.59
-23.62
-2.75
-8.63
-13.46
+0.38
0.00%
0.00%
—
CRWV
CoreWeave
Neocloud
$70.79
−1.52%
−3.11%
−28.32%
−35.73%
−23.87%
−10.75%
−41.01%
—
—
—
17.82M
38.62B
-22.84
-39.9
+1.16
-44.56
-0.31
4.94
8.8
-1.11
8.04
14.53
-0.66
21.12
28.09
-0.63
6.39
35.61
-0.95
-3.60
-5.76
+1.26
0.00%
0.00%
—
IREN
IREN Limited
Neocloud
$36.29
−2.10%
−9.73%
−23.98%
−28.34%
−35.97%
−15.01%
+100.06%
+438.43%
—
—
34.36M
12.97B
73.23
0.2
+1.55
-38.61
-0.82
16.70
11.5
+0.72
4.74
2.06
+1.36
91.82
54.91
+1.18
17.67
10.88
+0.37
-5.81
-7.02
+0.26
0.00%
0.00%
—
L7DC REITs & Construction
5 namesExpensiveEV/EBITDA avg z +2.41 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
$1,046.79
−3.45%
+2.90%
−3.75%
−5.12%
+33.67%
+38.42%
+35.60%
+37.60%
+38.10%
+6.67%
496.42K
103.24B
74.98
104.9
-0.85
54.20
-1.45
11.33
9.4
+1.40
7.48
5.90
+2.11
45.46
27.15
+3.27
28.03
24.53
+0.84
-107.26
-284.30
+0.12
1.77%
1.80%
-0.10
DLR
Digital Realty Trust
DC REIT
$195.76
−1.67%
+11.07%
+1.73%
−1.47%
+24.66%
+27.98%
+11.88%
+80.93%
+50.62%
+8.54%
2.49M
73.66B
97.01
72.6
+0.68
66.74
-0.16
10.76
8.9
+1.15
2.76
2.52
+0.66
25.35
24.50
+0.27
28.28
22.88
+1.29
-99.56
-23.88
-0.28
2.45%
3.37%
-1.55
Builder3 names
1–3 of 3
FIX
Comfort Systems USA
Builder
$1,730.42
−0.18%
+1.07%
−14.23%
+0.29%
+54.44%
+72.57%
+208.14%
+954.22%
+2280.31%
+88.51%
573.91K
60.9B
42.65
23.5
+1.95
29.06
+0.56
5.43
1.6
+2.80
18.97
6.48
+2.56
33.96
13.33
+4.00
24.00
17.18
+0.77
28.35
20.52
+0.74
0.15%
0.51%
-1.43
PWR
Quanta Services
Builder
$620.28
−0.89%
−1.94%
−13.67%
−0.71%
+32.37%
+41.12%
+52.45%
+211.30%
+597.31%
+47.46%
856K
93.08B
85.86
38.9
+2.31
37.61
-0.07
3.12
1.3
+2.37
10.38
4.13
+2.42
32.40
16.78
+2.16
40.02
13.97
+0.36
56.59
79.54
-0.08
0.07%
0.20%
-1.05
EME
EMCOR Group
Builder
$742.75
−0.28%
−0.17%
−13.86%
−14.57%
+7.10%
+16.49%
+28.58%
+292.34%
+512.66%
+43.70%
436.92K
33.08B
24.93
21.4
+0.46
22.56
+0.15
1.87
0.9
+1.96
8.56
4.37
+1.72
17.34
10.41
+2.33
27.87
15.91
+2.16
30.85
17.88
+2.04
0.15%
0.33%
-1.53
L6Networking & Optics
13 namesFairEV/EBITDA avg z +1.08 across the layerBest: EV/EBITDA, P/S (growth), P/E + div (mature) · Avoid: P/E (layer-wide)ⓘHeterogeneous: hyper-growth optics/connectivity (ALAB, CRDO, AAOI) trade on P/S; mature CSCO/NOK on P/E + dividend; ANET on P/E + P/FCF. EV/EBITDA is the only common lens. Layer-wide P/E is muddied by loss-makers.Value plays: ALAB · CRDO
Optics4 names
1–4 of 4
AAOI
Applied Optoelectronics
Optics
$97.82
−2.33%
−5.05%
−29.39%
−39.68%
+173.85%
+147.02%
+278.56%
+1104.68%
+1195.63%
+66.92%
6.59M
7.85B
-151.70
-18.0
-2.56
20.50
+0.74
15.60
2.8
+2.66
7.15
2.12
+1.99
72.83
50.67
+0.79
-36.43
-76.38
+0.11
-16.95
-11.14
-0.54
0.00%
0.00%
—
MRVL
Marvell Technology
Optics
$189.17
−2.61%
−2.96%
−32.73%
+15.16%
+135.96%
+111.93%
+156.04%
+202.01%
+226.69%
+26.71%
21.52M
169.79B
66.37
-86.9
+1.20
30.31
+0.92
19.51
9.6
+2.32
9.34
3.60
+3.05
54.85
48.91
+0.28
84.37
44.54
+1.87
104.18
55.28
+1.75
0.12%
0.58%
-1.34
LITE
Lumentum
Optics
$711.96
−6.69%
−7.00%
−17.40%
−19.25%
+109.90%
+84.39%
+592.23%
+1257.15%
+754.69%
+53.59%
3.71M
55.39B
141.61
10.5
+0.56
38.79
+0.12
21.98
4.7
+3.37
18.40
6.07
+1.41
133.34
122.99
+0.06
162.25
43.38
+2.17
643.86
-34.04
+2.07
0.00%
0.00%
—
COHR
Coherent Corp.
Optics
$271.31
−3.92%
−4.94%
−33.38%
−19.27%
+37.76%
+39.61%
+174.83%
+480.96%
+297.35%
+31.78%
4.17M
53.08B
134.82
-13.0
+1.14
32.73
+0.35
8.36
2.5
+3.12
5.17
2.32
+2.43
35.85
17.03
+3.07
395.12
38.32
+3.87
-103.03
97.07
-1.00
0.00%
0.00%
—
Interconnect2 names
1–2 of 2
ALAB
Astera Labs, Inc.
Interconnect
$282.52
−3.11%
−8.60%
−29.02%
+32.74%
+66.52%
+57.34%
+132.18%
—
—
—
4.11M
48.43B
196.54
60.8
+0.70
62.35
+0.01
49.87
42.3
+0.47
33.43
17.63
+1.08
79.98
207.66
-1.23
137.77
110.90
+0.79
154.09
133.10
+0.52
0.00%
0.00%
—
CRDO
Credo Technology
Interconnect
$208.14
−2.35%
−1.85%
−22.34%
+6.72%
+56.31%
+45.33%
+105.73%
+1220.69%
—
—
4.98M
38.81B
85.95
140.4
-0.06
22.93
-0.13
29.60
22.6
+0.67
19.15
11.41
+0.98
69.67
719.51
-1.50
88.46
531.23
-0.31
100.91
464.31
-0.17
0.00%
0.00%
—
Networking4 names
1–4 of 4
CSCO
Cisco
Networking
$114.57
+0.35%
+3.50%
−3.34%
+29.20%
+55.01%
+52.05%
+71.24%
+136.79%
+140.57%
+19.19%
15.65M
451.57B
37.22
37.4
-0.00
23.91
-0.12
7.41
4.2
+3.98
9.21
5.34
+3.95
21.61
13.42
+2.88
34.90
15.76
+4.08
38.57
16.72
+4.14
1.45%
2.83%
-3.03
ANET
Arista Networks
Networking
$170.76
−1.86%
+0.83%
+3.21%
−3.48%
+25.25%
+27.81%
+49.74%
+298.48%
+624.61%
+48.60%
5.33M
215.02B
59.58
42.6
+1.00
38.22
-0.26
22.56
12.3
+2.23
16.24
9.74
+2.16
33.99
29.16
+0.58
40.86
39.41
+0.10
41.99
41.06
+0.06
0.00%
0.00%
—
AVGO
Broadcom
Networking
$383.22
+0.34%
+1.34%
+1.14%
−9.21%
+20.18%
+10.65%
+33.71%
+347.23%
+781.28%
+54.53%
15.81M
1.82T
63.58
50.9
+0.35
19.64
-0.87
24.08
11.0
+1.89
20.72
10.49
+1.84
49.91
22.80
+2.27
55.39
25.45
+1.74
56.84
26.28
+1.74
0.65%
2.34%
-1.62
NVDA
Nvidia
Networking
$196.51
−4.99%
−3.33%
+0.39%
−5.54%
+4.84%
+4.18%
+13.26%
+332.54%
+911.07%
+58.84%
153.41M
4.76T
31.68
64.6
-0.92
15.27
-1.38
19.76
21.3
-0.19
25.63
27.34
-0.13
30.26
47.81
-0.95
40.15
57.35
-0.68
42.37
67.10
-0.72
0.02%
0.12%
-0.86
AI-RAN2 names
1–2 of 2
NOK
Nokia
AI-RAN
$9.28
+1.98%
−7.94%
−33.62%
−11.28%
+37.08%
+42.55%
+116.21%
+156.30%
+77.81%
+12.20%
91.9M
51.81B
62.85
-43.6
+0.35
18.83
+0.20
2.16
1.2
+2.21
2.10
1.42
+1.51
19.94
7.65
+3.91
39.35
-7.67
+0.41
82.58
344.36
-0.14
1.18%
1.69%
-0.41
ERIC
Ericsson
AI-RAN
$9.67
+3.53%
+0.83%
−12.57%
−14.20%
−5.92%
+3.29%
+33.77%
+113.10%
+1.12%
+0.22%
12.91M
31.75B
11.94
159.5
-0.26
15.54
-0.26
1.17
1.1
+0.34
2.87
2.90
-0.03
8.81
7.78
+0.37
8.76
12.55
-0.60
9.51
16.91
-0.63
2.23%
1.86%
+0.45
Fiber1 name
1–1 of 1
GLW
Corning Inc.
Fiber
$143.36
−2.24%
−6.36%
−37.13%
−18.37%
+54.18%
+58.65%
+160.10%
+363.00%
+299.41%
+31.91%
12.88M
123.38B
70.39
59.7
+0.16
33.42
-0.38
8.15
2.8
+3.09
11.26
3.31
+3.18
31.46
14.40
+3.56
43.95
16.23
+2.68
85.15
50.28
+0.41
0.76%
2.53%
-2.32
L5Servers & Assembly
4 namesFairEV/EBITDA avg z +1.04 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
1,580.00 TWD
−9.97%
+2.93%
−3.04%
−12.66%
+66.43%
+77.30%
+265.25%
+448.68%
+559.88%
+45.85%
9.86M
4.1T
65.98
27.7
+2.96
24.06
-0.28
7.79
2.5
+3.26
15.48
5.01
+3.15
27.96
14.28
+3.48
45.48
17.65
+3.08
87.48
42.35
+1.10
0.65%
2.47%
-1.77
ODM1 name
1–1 of 1
2317.TW
Foxconn (TW listed)
ODM
241.00 TWD
−4.74%
+7.89%
+4.84%
+14.27%
+11.10%
+12.30%
+61.32%
+158.04%
+173.79%
+22.32%
24.72M
3.37T
18.08
12.2
+1.89
11.19
-0.32
0.41
0.3
+1.76
1.99
1.21
+2.17
6.62
6.80
-0.11
11.87
7.18
+0.38
26.31
25.49
+0.01
2.84%
4.14%
-1.21
OEM2 names
1–2 of 2
DELL
Dell Technologies
OEM
$426.91
−2.42%
+11.98%
+4.44%
+97.89%
+271.60%
+237.10%
+236.85%
+741.54%
+866.96%
+57.43%
4.92M
275.84B
34.77
12.5
+2.17
19.54
+0.69
1.06
0.2
+4.35
-202.23
-20.63
-5.41
10.81
9.16
+0.78
23.02
7.06
+3.20
30.40
13.20
+1.40
0.50%
0.95%
-0.45
SMCI
Super Micro Computer
OEM
$29.81
−0.96%
+25.09%
−5.90%
+2.51%
−5.96%
−3.71%
−43.24%
−1.60%
+734.78%
+52.87%
35.1M
19.28B
15.88
20.1
-0.38
9.00
-1.01
0.54
1.0
-0.42
2.39
3.15
-0.26
14.56
14.48
+0.01
-3.11
18.44
-0.17
-3.04
21.56
-0.19
0.00%
0.00%
—
L4AI Accelerators
7 namesFairP/E avg z +0.13 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
$91.67
−0.70%
−5.55%
−31.01%
+11.06%
+103.39%
+132.78%
+305.08%
+180.31%
+88.76%
+13.55%
132.03M
462.38B
-43.55
94.4
-0.22
45.75
-0.08
8.16
3.0
+3.30
5.32
2.17
+3.03
49.92
12.17
+5.40
31.55
11.32
+2.21
166.44
-4.68
+4.16
0.00%
2.35%
-1.80
AMD
Advanced Micro Devices
GPU
$494.95
−5.17%
−1.71%
−7.06%
+42.30%
+90.60%
+121.48%
+205.30%
+348.93%
+405.41%
+38.27%
31.64M
807.07B
171.31
-67.5
+0.20
36.07
+0.09
22.72
8.6
+4.00
13.20
11.59
+0.19
43.69
45.60
-0.13
88.56
24.01
+0.17
100.45
65.38
+0.27
0.00%
0.00%
—
NVDA
Nvidia
GPU
$196.51
−4.99%
−3.33%
+0.39%
−5.54%
+4.84%
+4.18%
+13.26%
+332.54%
+911.07%
+58.84%
153.41M
4.76T
31.68
64.6
-0.92
15.27
-1.38
19.76
21.3
-0.19
25.63
27.34
-0.13
30.26
47.81
-0.95
40.15
57.35
-0.68
42.37
67.10
-0.72
0.02%
0.12%
-0.86
ASIC2 names
1–2 of 2
MRVL
Marvell Technology
ASIC
$189.17
−2.61%
−2.96%
−32.73%
+15.16%
+135.96%
+111.93%
+156.04%
+202.01%
+226.69%
+26.71%
21.52M
169.79B
66.37
-86.9
+1.20
30.31
+0.92
19.51
9.6
+2.32
9.34
3.60
+3.05
54.85
48.91
+0.28
84.37
44.54
+1.87
104.18
55.28
+1.75
0.12%
0.58%
-1.34
AVGO
Broadcom
ASIC
$383.22
+0.34%
+1.34%
+1.14%
−9.21%
+20.18%
+10.65%
+33.71%
+347.23%
+781.28%
+54.53%
15.81M
1.82T
63.58
50.9
+0.35
19.64
-0.87
24.08
11.0
+1.89
20.72
10.49
+1.84
49.91
22.80
+2.27
55.39
25.45
+1.74
56.84
26.28
+1.74
0.65%
2.34%
-1.62
Wafer-scale1 name
1–1 of 1
CBRS
Cerebras Systems
Wafer-scale
$188.61
−5.28%
+6.63%
+11.92%
—
—
−39.37%
—
—
—
—
5.25M
42.03B
172.53
188.8
-0.62
196.21
+0.28
30.38
33.2
-0.62
-231.70
-253.53
+0.62
—
—
—
—
—
—
—
—
—
—
—
—
Power IC1 name
1–1 of 1
MPWR
Monolithic Power Systems
Power IC
$1,339.08
+0.40%
+0.77%
−6.76%
−17.83%
+26.33%
+43.52%
+89.12%
+158.86%
+222.20%
+26.36%
773.97K
65.79B
96.10
70.4
+0.94
43.77
-0.97
22.16
15.3
+1.61
17.82
13.49
+1.17
61.21
57.63
+0.22
78.94
54.73
+1.57
104.33
72.91
+1.60
0.50%
0.70%
-1.19
L3Memory & Storage
6 namesExpensiveP/B avg z +2.93 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
$900.20
−2.25%
+4.01%
−25.81%
+81.26%
+125.38%
+185.56%
+706.99%
+1307.11%
+1121.91%
+64.97%
46.86M
1.02T
20.85
13.8
+0.21
5.86
-0.24
11.52
3.9
+3.16
10.32
2.41
+4.08
15.17
10.86
+0.36
20.50
12.06
+0.69
40.29
80.33
-0.19
0.06%
0.27%
-0.75
000660.KS
SK Hynix
HBM
1,592,000.00 KRW
−12.33%
+2.95%
−37.74%
+48.51%
+138.17%
+168.78%
+519.22%
+1463.63%
+1580.03%
+75.82%
3.17M
1130.09T
16.65
9.6
+0.43
3.53
-0.37
9.43
2.6
+3.61
7.58
1.88
+3.64
5.91
7.21
-0.16
17.71
8.79
+0.87
29.95
13.74
+0.45
0.17%
1.20%
-1.73
005930.KS
Samsung Electronics
HBM
226,500.00 KRW
−10.83%
+4.10%
−29.15%
+16.78%
+70.48%
+98.07%
+310.39%
+277.10%
+254.10%
+28.77%
16.46M
1487.33T
20.00
15.1
+0.74
3.47
-1.75
3.72
1.6
+3.20
3.47
1.55
+3.19
7.11
5.24
+0.92
15.28
7.80
+2.58
29.48
16.43
+0.37
0.67%
2.24%
-2.46
Storage3 names
1–3 of 3
SNDK
Sandisk
Storage
$1,278.23
−11.02%
−8.10%
−45.26%
+29.13%
+169.77%
+364.41%
+2939.06%
—
—
—
20.9M
189.29B
49.94
-3.9
+1.33
6.00
+0.24
16.13
6.3
+1.47
15.43
5.76
+1.51
18.90
20.67
-0.17
48.62
-269.31
+0.30
50.57
45.85
+0.07
0.00%
0.00%
—
STX
Seagate Technology
Storage
$816.99
−4.07%
+1.81%
−20.32%
+39.46%
+136.64%
+184.83%
+439.34%
+1377.01%
+995.11%
+61.40%
4.6M
184.85B
80.84
10.7
+2.36
28.69
+0.61
17.36
2.7
+4.67
174.54
-10.40
+1.12
28.78
19.43
+0.53
67.79
17.44
+3.71
80.86
23.78
+3.46
0.34%
3.66%
-2.24
WDC
Western Digital
Storage
$497.92
−4.21%
+2.15%
−26.28%
+23.28%
+110.79%
+165.47%
+623.37%
+1628.75%
+941.82%
+59.79%
6.13M
171.62B
31.03
-2.1
+0.56
26.85
+0.49
15.23
1.7
+4.47
18.53
2.60
+4.02
27.88
12.31
+2.00
61.22
1.74
+1.44
69.25
27.29
+0.50
0.09%
1.61%
-0.64
L2Foundry & Packaging
6 namesExpensiveEV/EBITDA avg z +2.54 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
$91.67
−0.70%
−5.55%
−31.01%
+11.06%
+103.39%
+132.78%
+305.08%
+180.31%
+88.76%
+13.55%
132.03M
462.38B
-43.55
94.4
-0.22
45.75
-0.08
8.16
3.0
+3.30
5.32
2.17
+3.03
49.92
12.17
+5.40
31.55
11.32
+2.21
166.44
-4.68
+4.16
0.00%
2.35%
-1.80
005930.KS
Samsung Electronics
Foundry
226,500.00 KRW
−10.83%
+4.10%
−29.15%
+16.78%
+70.48%
+98.07%
+310.39%
+277.10%
+254.10%
+28.77%
16.46M
1487.33T
20.00
15.1
+0.74
3.47
-1.75
3.72
1.6
+3.20
3.47
1.55
+3.19
7.11
5.24
+0.92
15.28
7.80
+2.58
29.48
16.43
+0.37
0.67%
2.24%
-2.46
TSM
Taiwan Semiconductor (TSMC)
Foundry
$399.09
−1.07%
−0.80%
−8.25%
−0.61%
+19.79%
+25.51%
+67.01%
+325.51%
+276.25%
+30.35%
15.67M
2.07T
29.12
24.6
+0.66
18.50
-0.89
14.65
9.6
+1.67
11.35
6.60
+2.20
23.53
12.97
+2.79
23.71
15.35
+1.64
52.43
45.16
+0.41
0.74%
1.71%
-1.20
688981
SMIC
Foundry
141.63 CNY
−1.49%
−0.16%
−3.35%
+35.66%
+15.53%
+10.63%
+63.08%
+171.93%
+123.25%
+17.42%
28.16M
1.21T
228.07
104.5
+1.84
112.83
+0.12
4.19
2.9
+1.29
7.68
4.28
+1.82
34.65
26.84
+0.97
37.47
26.77
+0.79
-45.89
-59.15
+0.15
0.00%
0.00%
—
OSAT2 names
1–2 of 2
ASX
ASE Technology Holding
OSAT
$36.55
−0.79%
−0.95%
−11.79%
+15.37%
+90.40%
+118.97%
+249.27%
+407.26%
+476.65%
+41.97%
6.83M
80.19B
54.69
16.3
+3.73
18.79
+0.24
3.72
1.0
+4.35
7.37
2.10
+4.46
12.99
6.87
+2.86
16.10
6.10
+4.08
-213.15
9.80
-4.05
0.84%
3.14%
-1.56
AMKR
Amkor Technology
OSAT
$60.71
−6.54%
−2.96%
−29.09%
−22.18%
+22.50%
+41.88%
+189.66%
+126.61%
+165.18%
+21.54%
11.21M
15.05B
37.06
17.9
+1.67
23.20
+0.46
2.28
0.9
+3.02
3.55
1.72
+2.89
9.10
5.00
+2.30
13.33
5.74
+3.05
96.95
26.07
+2.67
0.51%
0.63%
-0.22
L1Chip Design & Equipment
16 namesFairP/E avg z +1.44 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
€205.10
−9.65%
—
—
—
—
—
—
—
—
—
789.09K
16.24B
87.01
42.8
+1.56
31.72
-0.39
25.00
11.4
+1.97
32.00
15.21
+1.67
76.54
29.01
+2.93
73.94
38.75
+1.69
75.79
40.09
+1.60
0.70%
3.95%
-1.10
042700.KS
Hanmi Semiconductor
Niche
182,800.00 KRW
−10.61%
−7.88%
−25.09%
−30.32%
+15.57%
+41.96%
+115.02%
+612.49%
+1022.26%
+62.19%
321.7K
17.34T
106.76
34.5
+2.08
34.39
-0.00
39.51
14.8
+1.34
29.83
9.63
+1.91
117.24
37.72
+1.66
117.81
41.38
+0.81
178.38
113.91
+0.36
0.40%
1.45%
-1.00
6920.T
Lasertec
Niche
38,140.00 JPY
−12.44%
+3.99%
−17.77%
−2.38%
+21.38%
+37.91%
+128.01%
+107.01%
+114.36%
+16.47%
1.71M
3.42T
43.79
58.5
-0.48
34.92
-0.76
15.34
15.6
-0.03
17.16
19.55
-0.21
22.99
37.42
-0.66
55.12
103.85
-0.20
56.03
15.64
+0.05
0.80%
0.78%
+0.05
6146.T
Disco Corporation
Niche
55,420.00 JPY
−11.54%
−3.29%
−27.13%
−16.28%
+5.01%
+23.30%
+44.68%
+175.69%
+560.25%
+45.86%
1.13M
6.01T
45.37
34.1
+0.75
40.72
+0.44
14.32
8.8
+1.15
11.34
6.83
+1.19
40.06
19.95
+2.16
263.41
104.18
+1.83
448.84
-35.57
+0.44
0.83%
1.52%
-1.06
Materials3 names
1–3 of 3
Q
Qnity Electronics
Materials
$132.97
−1.55%
−1.20%
−20.61%
−7.92%
+38.51%
+56.65%
—
—
—
—
1.46M
27.84B
43.56
35.9
+0.71
27.23
-0.82
5.71
5.1
+0.59
3.94
3.31
+0.65
19.23
17.28
+0.87
23.65
20.59
+0.66
31.63
27.33
+0.68
—
—
—
4063.T
Shin-Etsu Chemical
Materials
5,877.00 JPY
−4.38%
−14.13%
−14.04%
−7.47%
+11.80%
+25.39%
+33.52%
+37.80%
+94.08%
+14.18%
7.37M
10.93T
26.15
18.1
+1.51
17.82
-0.06
4.78
3.8
+1.06
2.73
2.24
+1.15
11.83
8.33
+1.38
18.68
19.67
-1.08
35.07
36.93
-1.08
1.58%
1.91%
-0.78
7741.T
Hoya Corp
Materials
23,830.00 JPY
−3.62%
−1.94%
−5.34%
−13.78%
−0.72%
+3.15%
+40.32%
+47.58%
+71.07%
+11.34%
278.4K
7.97T
32.98
33.6
-0.10
34.88
+0.20
8.69
7.6
+0.63
8.07
6.56
+1.18
24.87
20.27
+1.17
29.70
27.39
+0.43
37.27
34.19
+0.41
1.20%
0.83%
+1.61
Test1 name
1–1 of 1
6857.T
Advantest
Test
25,455.00 JPY
−10.31%
+3.18%
−20.95%
+1.72%
+32.27%
+34.21%
+151.44%
+479.52%
+1196.21%
+66.93%
5.7M
18.43T
56.39
31.2
+1.40
107.08
+4.22
18.61
6.4
+2.85
26.39
8.77
+2.78
27.80
18.59
+0.96
63.00
41.48
+0.50
69.88
383.93
-0.23
0.20%
1.21%
-1.23
WFE5 names
1–5 of 5
AMAT
Applied Materials
WFE
$516.89
−3.61%
−1.68%
−22.62%
+24.10%
+60.74%
+92.72%
+176.78%
+295.20%
+292.92%
+31.48%
7.99M
410.39B
50.39
20.5
+3.78
30.58
+1.27
14.67
4.9
+4.08
17.81
8.04
+3.73
35.89
15.35
+3.56
53.60
19.18
+4.36
80.19
23.28
+4.71
0.36%
1.04%
-1.55
8035.T
Tokyo Electron
WFE
55,960.00 JPY
−10.89%
−3.53%
−16.64%
+38.02%
+54.30%
+71.64%
+137.13%
+223.67%
+380.01%
+36.85%
2.11M
25.44T
50.09
23.4
+2.65
43.71
+2.01
11.66
4.7
+3.20
13.77
6.14
+3.30
23.49
14.88
+1.32
53.20
27.49
+2.12
86.81
38.55
+2.47
1.00%
2.56%
-1.39
KLAC
KLA Corporation
WFE
$203.36
−3.40%
−2.04%
−21.42%
+5.23%
+34.77%
+59.98%
+126.36%
+363.44%
+577.93%
+46.63%
12.74M
265.64B
59.51
26.0
+3.21
39.63
+1.30
21.02
7.6
+3.58
47.20
20.25
+2.67
33.26
17.28
+2.67
63.01
23.22
+3.79
69.12
25.52
+3.79
0.36%
1.31%
-1.44
LRCX
Lam Research
WFE
$291.61
−4.46%
−4.94%
−27.43%
+8.98%
+34.06%
+57.88%
+199.88%
+386.67%
+383.76%
+37.07%
14.1M
364.68B
57.61
23.1
+3.15
35.65
+1.15
17.60
5.9
+3.38
36.06
12.23
+3.45
33.74
16.81
+2.35
55.18
21.80
+3.28
63.91
24.60
+3.34
0.33%
1.22%
-1.72
ASML
ASML Holding
WFE
$1,655.26
−5.80%
−4.82%
−10.10%
+13.80%
+19.58%
+42.73%
+130.08%
+151.21%
+128.03%
+17.92%
3.32M
635.79B
54.70
40.8
+1.46
28.53
-1.30
16.44
10.9
+1.90
27.14
17.60
+1.31
43.31
30.45
+1.85
51.91
37.86
+0.85
59.71
53.02
+0.20
0.44%
0.78%
-1.34
IP1 name
1–1 of 1
ARM
Arm Holdings
IP
$266.33
+2.43%
−1.22%
−23.40%
+13.42%
+129.46%
+132.14%
+66.47%
+318.82%
—
—
5.03M
284.46B
307.20
348.2
-0.13
86.60
-0.82
56.23
37.9
+1.46
33.39
22.53
+1.44
137.65
237.33
-0.75
182.21
156.49
+0.33
283.65
230.09
+0.30
0.00%
0.00%
—
EDA2 names
1–2 of 2
CDNS
Cadence Design Systems
EDA
$338.61
+3.79%
+2.63%
−8.04%
+1.72%
+6.37%
+9.09%
+4.30%
+41.80%
+134.19%
+18.55%
3.64M
93.39B
76.16
60.9
+0.85
36.01
-1.37
16.28
13.8
+0.59
13.71
15.94
-0.59
38.44
41.95
-0.34
55.90
43.74
+0.85
62.45
48.32
+0.88
0.00%
0.00%
—
SNPS
Synopsys
EDA
$388.99
+4.16%
+2.78%
−14.51%
−22.33%
−22.42%
−19.03%
−36.20%
−13.89%
+37.12%
+6.52%
2.25M
74.48B
86.40
62.1
+0.59
22.51
-0.96
8.24
10.0
-0.56
2.35
7.45
-1.69
38.88
38.03
+0.09
25.66
40.04
-1.07
27.25
46.26
-1.23
0.00%
0.00%
—
L0Power & Cooling
17 namesFairEV/EBITDA avg z +0.74 across the layerBest: EV/EBITDA, Div yieldⓘMixed utilities, IPPs and electrical-equipment names. EV/EBITDA neutralizes the heavy leverage and capex; dividend yield is the classic gauge for the regulated/utility sleeve. Fuel-cell names (BE, FCEL) are pre-profit — only P/S applies there.Value plays: 6367.T · BE
Fuel Cells4 names
1–4 of 4
CWR
Ceres Power Holdings
Fuel Cells
367.80p
−4.22%
—
—
—
—
—
—
—
—
—
525.29K
786.35M
-15.66
-57.0
+0.61
-431.18
-5.51
—
—
—
6.95
5.80
+0.24
—
—
—
—
—
—
-40.95
-45.65
+0.09
0.00%
0.00%
—
FCEL
FuelCell Energy
Fuel Cells
$21.49
+1.08%
+8.32%
+9.36%
+92.22%
+112.14%
+163.04%
+279.68%
−68.86%
−89.06%
−35.76%
5.67M
1.72B
-3.23
-7.3
+0.39
-18.02
-1.05
8.04
11.4
-0.19
1.88
2.91
-0.24
151.25
149.59
+0.11
-10.39
-12.31
+0.09
-9.63
-15.77
+0.20
0.00%
0.00%
—
BE
Bloom Energy
Fuel Cells
$188.18
+1.78%
−4.51%
−39.14%
−18.60%
+29.88%
+90.68%
+469.21%
+982.12%
+751.49%
+53.47%
15.58M
53.53B
-3278.19
-12.5
-1.49
41.40
+0.02
21.46
4.5
+2.66
57.03
14.29
+0.32
172.71
562.63
-1.17
198.74
8.76
+1.47
258.40
37.39
+1.41
0.00%
0.00%
—
336260.KS
Doosan Fuel Cell
Fuel Cells
23,700.00 KRW
−21.00%
−23.08%
−47.92%
−37.82%
−20.53%
+3.45%
+25.00%
+1.69%
−38.65%
−9.31%
1.38M
1.87T
-18.87
203.9
-0.63
-3092.71
-9.33
6.74
5.7
+0.57
9.49
6.41
+0.72
544.19
214.85
+1.95
-80.49
22.32
-0.76
-48.96
-11.33
-0.47
0.00%
0.00%
—
Cooling3 names
1–3 of 3
TT
Trane Technologies
Cooling
$483.34
+0.49%
+3.24%
−4.00%
−0.41%
+25.73%
+22.01%
+5.41%
+154.35%
+159.22%
+20.99%
557.28K
106.84B
37.21
27.4
+1.16
28.28
+0.10
4.93
2.9
+1.74
12.38
7.06
+1.66
22.28
17.44
+1.17
29.98
23.68
+0.93
33.29
28.10
+0.61
0.80%
1.51%
-1.25
6367.T
Daikin Industries
Cooling
23,610.00 JPY
−2.18%
−1.49%
+1.19%
+13.66%
+23.50%
+20.27%
+28.76%
−14.08%
+13.55%
+2.57%
575.1K
6.57T
25.43
27.0
-0.21
23.84
-0.41
1.39
1.8
-0.71
2.15
2.89
-0.96
8.25
12.00
-1.31
15.02
20.32
-0.50
27.26
203.33
-0.23
1.42%
1.14%
+0.77
JCI
Johnson Controls
Cooling
$143.39
+0.01%
+2.88%
−1.44%
+1.32%
+26.97%
+17.92%
+31.09%
+118.81%
+123.88%
+17.49%
2.04M
87.48B
25.64
41.7
-0.32
24.85
-0.34
3.58
1.8
+2.60
6.47
2.78
+2.82
21.46
15.66
+1.80
50.65
23.20
+2.68
64.44
33.75
+1.94
1.10%
2.17%
-1.73
Nuclear1 name
1–1 of 1
BWXT
BWX Technologies
Nuclear
$176.53
+1.15%
+4.11%
−13.79%
−20.79%
−14.80%
−2.66%
+23.41%
+157.50%
+225.06%
+26.59%
631.42K
16.17B
46.53
29.5
+1.41
33.99
+0.37
4.73
3.2
+1.45
12.49
11.11
+0.36
45.31
21.92
+2.81
30.74
25.85
+0.44
48.89
68.82
-0.15
0.58%
1.15%
-1.65
Fuel1 name
1–1 of 1
CCJ
Cameco
Fuel
$89.35
+1.70%
+5.30%
−13.74%
−26.85%
−27.97%
−9.34%
+12.02%
+173.50%
+411.64%
+38.61%
2.5M
38.91B
81.82
-6.0
+0.33
46.84
+0.20
15.04
7.8
+1.54
7.53
3.30
+1.72
76.45
52.27
+0.56
43.48
7.89
+0.22
61.19
39.08
+0.39
0.20%
0.43%
-0.59
Generation4 names
1–4 of 4
NEE
NextEra Energy
Generation
$88.83
−1.06%
+0.94%
+1.29%
−6.09%
+6.23%
+11.32%
+27.00%
+30.97%
+30.13%
+5.41%
9.92M
185.26B
20.14
33.8
-0.72
20.11
-0.72
6.79
6.7
+0.08
3.39
3.39
+0.00
20.74
20.34
+0.10
13.61
15.38
-0.51
79.50
103.44
-0.02
2.65%
2.35%
+0.69
VST
Vistra Corp.
Generation
$157.08
−3.86%
−0.58%
−6.37%
−4.29%
−1.63%
−4.67%
−19.54%
+491.44%
+785.06%
+54.67%
3.9M
52.96B
27.28
11.7
+0.50
14.52
+0.09
3.36
1.4
+2.12
17.70
6.63
+1.39
20.18
13.69
+0.38
11.96
9.36
+0.15
30.98
0.90
+0.80
0.55%
1.72%
-1.02
TLN
Talen Energy
Generation
$347.07
−3.56%
−3.68%
−16.73%
−4.73%
−5.28%
−12.52%
+2.33%
+569.05%
—
—
631.85K
16.59B
-421.82
-36.1
-2.45
11.70
+0.30
3.51
3.9
-0.54
15.23
6.67
+1.23
10.41
18.76
-0.61
17.73
112.35
-0.36
22.70
-116.64
+0.29
0.00%
0.00%
—
CEG
Constellation Energy
Generation
$270.00
−1.59%
+6.51%
+0.49%
−13.75%
−6.32%
−26.07%
−15.62%
+184.40%
—
—
3.08M
96.42B
23.83
-7.7
+0.41
19.88
+0.36
3.48
2.4
+0.89
2.97
4.37
-0.66
19.35
26.57
-0.16
21.32
10.48
+0.17
85.42
-24.87
+0.99
0.58%
0.64%
-0.35
Electrical2 names
1–2 of 2
GEV
GE Vernova
Electrical
$996.57
−1.79%
−7.65%
−8.19%
−13.24%
+51.67%
+46.92%
+60.08%
—
—
—
3.28M
265.42B
29.05
72.5
-1.02
40.03
-0.76
6.54
5.0
+1.12
22.60
14.53
+1.47
90.51
64.85
+1.71
19.38
40.50
-2.28
22.03
53.32
-2.15
0.17%
0.15%
+1.09
ETN
Eaton Corporation
Electrical
$398.64
−1.34%
−0.69%
−5.06%
−5.70%
+21.06%
+22.51%
+4.77%
+96.51%
+177.69%
+22.66%
2.11M
154.79B
39.50
28.2
+1.32
25.27
-0.35
5.50
3.4
+1.48
7.96
4.39
+1.83
23.96
17.78
+1.21
33.17
23.72
+1.08
41.65
30.14
+0.97
1.04%
2.09%
-1.21
Cooling+Power2 names
1–2 of 2
SU
Schneider Electric
Cooling+Power
€265.60
−0.91%
—
—
—
—
—
—
—
—
—
826.05K
149.72B
36.73
26.3
+1.69
22.90
-0.55
2.17
1.4
+2.22
6.23
3.48
+2.31
7.50
5.81
+0.83
8.53
5.74
+1.16
30.44
22.26
+1.38
1.57%
2.20%
-1.02
VRT
Vertiv Holdings
Cooling+Power
$287.60
−0.95%
−1.40%
−11.66%
−11.07%
+57.67%
+63.85%
+120.00%
+1002.96%
+946.63%
+59.94%
4.28M
110.47B
72.89
129.9
-0.17
32.57
-0.29
10.28
3.5
+2.48
26.26
10.69
+1.87
40.91
22.26
+2.40
44.18
41.89
+0.01
49.91
-20.20
+0.29
0.07%
0.05%
+0.37
Full AISC universe
83 unique tickers1–50 of 83
CWR
Ceres Power Holdings
Fuel Cells
367.80p
−4.22%
—
—
—
—
—
—
—
—
—
525.29K
786.35M
-15.66
-57.0
+0.61
-431.18
-5.51
—
—
—
6.95
5.80
+0.24
—
—
—
—
—
—
-40.95
-45.65
+0.09
0.00%
0.00%
—
BESI
BE Semiconductor Industries
Niche
€205.10
−9.65%
—
—
—
—
—
—
—
—
—
789.09K
16.24B
87.01
42.8
+1.56
31.72
-0.39
25.00
11.4
+1.97
32.00
15.21
+1.67
76.54
29.01
+2.93
73.94
38.75
+1.69
75.79
40.09
+1.60
0.70%
3.95%
-1.10
SU
Schneider Electric
Cooling+Power
€265.60
−0.91%
—
—
—
—
—
—
—
—
—
826.05K
149.72B
36.73
26.3
+1.69
22.90
-0.55
2.17
1.4
+2.22
6.23
3.48
+2.31
7.50
5.81
+0.83
8.53
5.74
+1.16
30.44
22.26
+1.38
1.57%
2.20%
-1.02
SNDK
Sandisk
Storage
$1,278.23
−11.02%
−8.10%
−45.26%
+29.13%
+169.77%
+364.41%
+2939.06%
—
—
—
20.9M
189.29B
49.94
-3.9
+1.33
6.00
+0.24
16.13
6.3
+1.47
15.43
5.76
+1.51
18.90
20.67
-0.17
48.62
-269.31
+0.30
50.57
45.85
+0.07
0.00%
0.00%
—
DELL
Dell Technologies
OEM
$426.91
−2.42%
+11.98%
+4.44%
+97.89%
+271.60%
+237.10%
+236.85%
+741.54%
+866.96%
+57.43%
4.92M
275.84B
34.77
12.5
+2.17
19.54
+0.69
1.06
0.2
+4.35
-202.23
-20.63
-5.41
10.81
9.16
+0.78
23.02
7.06
+3.20
30.40
13.20
+1.40
0.50%
0.95%
-0.45
MU
Micron Technology
HBM
$900.20
−2.25%
+4.01%
−25.81%
+81.26%
+125.38%
+185.56%
+706.99%
+1307.11%
+1121.91%
+64.97%
46.86M
1.02T
20.85
13.8
+0.21
5.86
-0.24
11.52
3.9
+3.16
10.32
2.41
+4.08
15.17
10.86
+0.36
20.50
12.06
+0.69
40.29
80.33
-0.19
0.06%
0.27%
-0.75
STX
Seagate Technology
Storage
$816.99
−4.07%
+1.81%
−20.32%
+39.46%
+136.64%
+184.83%
+439.34%
+1377.01%
+995.11%
+61.40%
4.6M
184.85B
80.84
10.7
+2.36
28.69
+0.61
17.36
2.7
+4.67
174.54
-10.40
+1.12
28.78
19.43
+0.53
67.79
17.44
+3.71
80.86
23.78
+3.46
0.34%
3.66%
-2.24
000660.KS
SK Hynix
HBM
1,592,000.00 KRW
−12.33%
+2.95%
−37.74%
+48.51%
+138.17%
+168.78%
+519.22%
+1463.63%
+1580.03%
+75.82%
3.17M
1130.09T
16.65
9.6
+0.43
3.53
-0.37
9.43
2.6
+3.61
7.58
1.88
+3.64
5.91
7.21
-0.16
17.71
8.79
+0.87
29.95
13.74
+0.45
0.17%
1.20%
-1.73
WDC
Western Digital
Storage
$497.92
−4.21%
+2.15%
−26.28%
+23.28%
+110.79%
+165.47%
+623.37%
+1628.75%
+941.82%
+59.79%
6.13M
171.62B
31.03
-2.1
+0.56
26.85
+0.49
15.23
1.7
+4.47
18.53
2.60
+4.02
27.88
12.31
+2.00
61.22
1.74
+1.44
69.25
27.29
+0.50
0.09%
1.61%
-0.64
FCEL
FuelCell Energy
Fuel Cells
$21.49
+1.08%
+8.32%
+9.36%
+92.22%
+112.14%
+163.04%
+279.68%
−68.86%
−89.06%
−35.76%
5.67M
1.72B
-3.23
-7.3
+0.39
-18.02
-1.05
8.04
11.4
-0.19
1.88
2.91
-0.24
151.25
149.59
+0.11
-10.39
-12.31
+0.09
-9.63
-15.77
+0.20
0.00%
0.00%
—
AAOI
Applied Optoelectronics
Optics
$97.82
−2.33%
−5.05%
−29.39%
−39.68%
+173.85%
+147.02%
+278.56%
+1104.68%
+1195.63%
+66.92%
6.59M
7.85B
-151.70
-18.0
-2.56
20.50
+0.74
15.60
2.8
+2.66
7.15
2.12
+1.99
72.83
50.67
+0.79
-36.43
-76.38
+0.11
-16.95
-11.14
-0.54
0.00%
0.00%
—
INTC
Intel
Foundry
$91.67
−0.70%
−5.55%
−31.01%
+11.06%
+103.39%
+132.78%
+305.08%
+180.31%
+88.76%
+13.55%
132.03M
462.38B
-43.55
94.4
-0.22
45.75
-0.08
8.16
3.0
+3.30
5.32
2.17
+3.03
49.92
12.17
+5.40
31.55
11.32
+2.21
166.44
-4.68
+4.16
0.00%
2.35%
-1.80
ARM
Arm Holdings
IP
$266.33
+2.43%
−1.22%
−23.40%
+13.42%
+129.46%
+132.14%
+66.47%
+318.82%
—
—
5.03M
284.46B
307.20
348.2
-0.13
86.60
-0.82
56.23
37.9
+1.46
33.39
22.53
+1.44
137.65
237.33
-0.75
182.21
156.49
+0.33
283.65
230.09
+0.30
0.00%
0.00%
—
AMD
Advanced Micro Devices
GPU
$494.95
−5.17%
−1.71%
−7.06%
+42.30%
+90.60%
+121.48%
+205.30%
+348.93%
+405.41%
+38.27%
31.64M
807.07B
171.31
-67.5
+0.20
36.07
+0.09
22.72
8.6
+4.00
13.20
11.59
+0.19
43.69
45.60
-0.13
88.56
24.01
+0.17
100.45
65.38
+0.27
0.00%
0.00%
—
ASX
ASE Technology Holding
OSAT
$36.55
−0.79%
−0.95%
−11.79%
+15.37%
+90.40%
+118.97%
+249.27%
+407.26%
+476.65%
+41.97%
6.83M
80.19B
54.69
16.3
+3.73
18.79
+0.24
3.72
1.0
+4.35
7.37
2.10
+4.46
12.99
6.87
+2.86
16.10
6.10
+4.08
-213.15
9.80
-4.05
0.84%
3.14%
-1.56
MRVL
Marvell Technology
ASIC
$189.17
−2.61%
−2.96%
−32.73%
+15.16%
+135.96%
+111.93%
+156.04%
+202.01%
+226.69%
+26.71%
21.52M
169.79B
66.37
-86.9
+1.20
30.31
+0.92
19.51
9.6
+2.32
9.34
3.60
+3.05
54.85
48.91
+0.28
84.37
44.54
+1.87
104.18
55.28
+1.75
0.12%
0.58%
-1.34
NBIS
Nebius Group
Neocloud
$187.88
+0.06%
+2.88%
−26.79%
+27.67%
+98.81%
+108.87%
+260.20%
—
—
—
18.01M
47.7B
62.65
49.7
+0.17
-116.45
-2.15
47.14
18.7
+1.25
6.58
4.68
+1.28
5381.40
344.57
+3.96
76.77
43.30
+0.83
-190.30
-280.30
+0.07
0.00%
0.00%
—
HUT
Hut 8 Corp.
Neocloud
$104.59
−4.91%
+3.63%
−11.12%
+36.06%
+79.65%
+104.00%
+394.75%
+479.45%
+361.77%
+35.80%
3.97M
11.78B
-37.80
3.1
-2.20
-41.67
-2.41
43.54
10.0
+3.58
8.97
2.67
+3.49
327.86
394.65
-0.03
-91.92
-36.48
-0.50
-37.76
-27.18
-0.12
0.00%
0.00%
—
005930.KS
Samsung Electronics
Foundry
226,500.00 KRW
−10.83%
+4.10%
−29.15%
+16.78%
+70.48%
+98.07%
+310.39%
+277.10%
+254.10%
+28.77%
16.46M
1487.33T
20.00
15.1
+0.74
3.47
-1.75
3.72
1.6
+3.20
3.47
1.55
+3.19
7.11
5.24
+0.92
15.28
7.80
+2.58
29.48
16.43
+0.37
0.67%
2.24%
-2.46
AMAT
Applied Materials
WFE
$516.89
−3.61%
−1.68%
−22.62%
+24.10%
+60.74%
+92.72%
+176.78%
+295.20%
+292.92%
+31.48%
7.99M
410.39B
50.39
20.5
+3.78
30.58
+1.27
14.67
4.9
+4.08
17.81
8.04
+3.73
35.89
15.35
+3.56
53.60
19.18
+4.36
80.19
23.28
+4.71
0.36%
1.04%
-1.55
BE
Bloom Energy
Fuel Cells
$188.18
+1.78%
−4.51%
−39.14%
−18.60%
+29.88%
+90.68%
+469.21%
+982.12%
+751.49%
+53.47%
15.58M
53.53B
-3278.19
-12.5
-1.49
41.40
+0.02
21.46
4.5
+2.66
57.03
14.29
+0.32
172.71
562.63
-1.17
198.74
8.76
+1.47
258.40
37.39
+1.41
0.00%
0.00%
—
LITE
Lumentum
Optics
$711.96
−6.69%
−7.00%
−17.40%
−19.25%
+109.90%
+84.39%
+592.23%
+1257.15%
+754.69%
+53.59%
3.71M
55.39B
141.61
10.5
+0.56
38.79
+0.12
21.98
4.7
+3.37
18.40
6.07
+1.41
133.34
122.99
+0.06
162.25
43.38
+2.17
643.86
-34.04
+2.07
0.00%
0.00%
—
2308.TW
Delta Electronics
PSU
1,580.00 TWD
−9.97%
+2.93%
−3.04%
−12.66%
+66.43%
+77.30%
+265.25%
+448.68%
+559.88%
+45.85%
9.86M
4.1T
65.98
27.7
+2.96
24.06
-0.28
7.79
2.5
+3.26
15.48
5.01
+3.15
27.96
14.28
+3.48
45.48
17.65
+3.08
87.48
42.35
+1.10
0.65%
2.47%
-1.77
FIX
Comfort Systems USA
Builder
$1,730.42
−0.18%
+1.07%
−14.23%
+0.29%
+54.44%
+72.57%
+208.14%
+954.22%
+2280.31%
+88.51%
573.91K
60.9B
42.65
23.5
+1.95
29.06
+0.56
5.43
1.6
+2.80
18.97
6.48
+2.56
33.96
13.33
+4.00
24.00
17.18
+0.77
28.35
20.52
+0.74
0.15%
0.51%
-1.43
8035.T
Tokyo Electron
WFE
55,960.00 JPY
−10.89%
−3.53%
−16.64%
+38.02%
+54.30%
+71.64%
+137.13%
+223.67%
+380.01%
+36.85%
2.11M
25.44T
50.09
23.4
+2.65
43.71
+2.01
11.66
4.7
+3.20
13.77
6.14
+3.30
23.49
14.88
+1.32
53.20
27.49
+2.12
86.81
38.55
+2.47
1.00%
2.56%
-1.39
VRT
Vertiv Holdings
Cooling+Power
$287.60
−0.95%
−1.40%
−11.66%
−11.07%
+57.67%
+63.85%
+120.00%
+1002.96%
+946.63%
+59.94%
4.28M
110.47B
72.89
129.9
-0.17
32.57
-0.29
10.28
3.5
+2.48
26.26
10.69
+1.87
40.91
22.26
+2.40
44.18
41.89
+0.01
49.91
-20.20
+0.29
0.07%
0.05%
+0.37
KLAC
KLA Corporation
WFE
$203.36
−3.40%
−2.04%
−21.42%
+5.23%
+34.77%
+59.98%
+126.36%
+363.44%
+577.93%
+46.63%
12.74M
265.64B
59.51
26.0
+3.21
39.63
+1.30
21.02
7.6
+3.58
47.20
20.25
+2.67
33.26
17.28
+2.67
63.01
23.22
+3.79
69.12
25.52
+3.79
0.36%
1.31%
-1.44
GLW
Corning Inc.
Fiber
$143.36
−2.24%
−6.36%
−37.13%
−18.37%
+54.18%
+58.65%
+160.10%
+363.00%
+299.41%
+31.91%
12.88M
123.38B
70.39
59.7
+0.16
33.42
-0.38
8.15
2.8
+3.09
11.26
3.31
+3.18
31.46
14.40
+3.56
43.95
16.23
+2.68
85.15
50.28
+0.41
0.76%
2.53%
-2.32
LRCX
Lam Research
WFE
$291.61
−4.46%
−4.94%
−27.43%
+8.98%
+34.06%
+57.88%
+199.88%
+386.67%
+383.76%
+37.07%
14.1M
364.68B
57.61
23.1
+3.15
35.65
+1.15
17.60
5.9
+3.38
36.06
12.23
+3.45
33.74
16.81
+2.35
55.18
21.80
+3.28
63.91
24.60
+3.34
0.33%
1.22%
-1.72
ALAB
Astera Labs, Inc.
Interconnect
$282.52
−3.11%
−8.60%
−29.02%
+32.74%
+66.52%
+57.34%
+132.18%
—
—
—
4.11M
48.43B
196.54
60.8
+0.70
62.35
+0.01
49.87
42.3
+0.47
33.43
17.63
+1.08
79.98
207.66
-1.23
137.77
110.90
+0.79
154.09
133.10
+0.52
0.00%
0.00%
—
Q
Qnity Electronics
Materials
$132.97
−1.55%
−1.20%
−20.61%
−7.92%
+38.51%
+56.65%
—
—
—
—
1.46M
27.84B
43.56
35.9
+0.71
27.23
-0.82
5.71
5.1
+0.59
3.94
3.31
+0.65
19.23
17.28
+0.87
23.65
20.59
+0.66
31.63
27.33
+0.68
—
—
—
CSCO
Cisco
Networking
$114.57
+0.35%
+3.50%
−3.34%
+29.20%
+55.01%
+52.05%
+71.24%
+136.79%
+140.57%
+19.19%
15.65M
451.57B
37.22
37.4
-0.00
23.91
-0.12
7.41
4.2
+3.98
9.21
5.34
+3.95
21.61
13.42
+2.88
34.90
15.76
+4.08
38.57
16.72
+4.14
1.45%
2.83%
-3.03
GEV
GE Vernova
Electrical
$996.57
−1.79%
−7.65%
−8.19%
−13.24%
+51.67%
+46.92%
+60.08%
—
—
—
3.28M
265.42B
29.05
72.5
-1.02
40.03
-0.76
6.54
5.0
+1.12
22.60
14.53
+1.47
90.51
64.85
+1.71
19.38
40.50
-2.28
22.03
53.32
-2.15
0.17%
0.15%
+1.09
CRDO
Credo Technology
Interconnect
$208.14
−2.35%
−1.85%
−22.34%
+6.72%
+56.31%
+45.33%
+105.73%
+1220.69%
—
—
4.98M
38.81B
85.95
140.4
-0.06
22.93
-0.13
29.60
22.6
+0.67
19.15
11.41
+0.98
69.67
719.51
-1.50
88.46
531.23
-0.31
100.91
464.31
-0.17
0.00%
0.00%
—
MPWR
Monolithic Power Systems
Power IC
$1,339.08
+0.40%
+0.77%
−6.76%
−17.83%
+26.33%
+43.52%
+89.12%
+158.86%
+222.20%
+26.36%
773.97K
65.79B
96.10
70.4
+0.94
43.77
-0.97
22.16
15.3
+1.61
17.82
13.49
+1.17
61.21
57.63
+0.22
78.94
54.73
+1.57
104.33
72.91
+1.60
0.50%
0.70%
-1.19
ASML
ASML Holding
WFE
$1,655.26
−5.80%
−4.82%
−10.10%
+13.80%
+19.58%
+42.73%
+130.08%
+151.21%
+128.03%
+17.92%
3.32M
635.79B
54.70
40.8
+1.46
28.53
-1.30
16.44
10.9
+1.90
27.14
17.60
+1.31
43.31
30.45
+1.85
51.91
37.86
+0.85
59.71
53.02
+0.20
0.44%
0.78%
-1.34
NOK
Nokia
AI-RAN
$9.28
+1.98%
−7.94%
−33.62%
−11.28%
+37.08%
+42.55%
+116.21%
+156.30%
+77.81%
+12.20%
91.9M
51.81B
62.85
-43.6
+0.35
18.83
+0.20
2.16
1.2
+2.21
2.10
1.42
+1.51
19.94
7.65
+3.91
39.35
-7.67
+0.41
82.58
344.36
-0.14
1.18%
1.69%
-0.41
042700.KS
Hanmi Semiconductor
Niche
182,800.00 KRW
−10.61%
−7.88%
−25.09%
−30.32%
+15.57%
+41.96%
+115.02%
+612.49%
+1022.26%
+62.19%
321.7K
17.34T
106.76
34.5
+2.08
34.39
-0.00
39.51
14.8
+1.34
29.83
9.63
+1.91
117.24
37.72
+1.66
117.81
41.38
+0.81
178.38
113.91
+0.36
0.40%
1.45%
-1.00
AMKR
Amkor Technology
OSAT
$60.71
−6.54%
−2.96%
−29.09%
−22.18%
+22.50%
+41.88%
+189.66%
+126.61%
+165.18%
+21.54%
11.21M
15.05B
37.06
17.9
+1.67
23.20
+0.46
2.28
0.9
+3.02
3.55
1.72
+2.89
9.10
5.00
+2.30
13.33
5.74
+3.05
96.95
26.07
+2.67
0.51%
0.63%
-0.22
WULF
TeraWulf
Neocloud
$17.98
−2.60%
−4.67%
−31.01%
−10.14%
+27.34%
+41.13%
+237.97%
+422.67%
−5.72%
−1.17%
21.66M
8.91B
-7.35
-3.3
-0.05
92.21
+1.24
46.69
10.2
+2.71
-99.61
0.25
-3.84
4083.75
792.95
+2.21
-39.59
219.97
-0.40
-4.63
215.04
-0.33
0.00%
0.00%
—
PWR
Quanta Services
Builder
$620.28
−0.89%
−1.94%
−13.67%
−0.71%
+32.37%
+41.12%
+52.45%
+211.30%
+597.31%
+47.46%
856K
93.08B
85.86
38.9
+2.31
37.61
-0.07
3.12
1.3
+2.37
10.38
4.13
+2.42
32.40
16.78
+2.16
40.02
13.97
+0.36
56.59
79.54
-0.08
0.07%
0.20%
-1.05
COHR
Coherent Corp.
Optics
$271.31
−3.92%
−4.94%
−33.38%
−19.27%
+37.76%
+39.61%
+174.83%
+480.96%
+297.35%
+31.78%
4.17M
53.08B
134.82
-13.0
+1.14
32.73
+0.35
8.36
2.5
+3.12
5.17
2.32
+2.43
35.85
17.03
+3.07
395.12
38.32
+3.87
-103.03
97.07
-1.00
0.00%
0.00%
—
EQIX
Equinix
DC REIT
$1,046.79
−3.45%
+2.90%
−3.75%
−5.12%
+33.67%
+38.42%
+35.60%
+37.60%
+38.10%
+6.67%
496.42K
103.24B
74.98
104.9
-0.85
54.20
-1.45
11.33
9.4
+1.40
7.48
5.90
+2.11
45.46
27.15
+3.27
28.03
24.53
+0.84
-107.26
-284.30
+0.12
1.77%
1.80%
-0.10
6920.T
Lasertec
Niche
38,140.00 JPY
−12.44%
+3.99%
−17.77%
−2.38%
+21.38%
+37.91%
+128.01%
+107.01%
+114.36%
+16.47%
1.71M
3.42T
43.79
58.5
-0.48
34.92
-0.76
15.34
15.6
-0.03
17.16
19.55
-0.21
22.99
37.42
-0.66
55.12
103.85
-0.20
56.03
15.64
+0.05
0.80%
0.78%
+0.05
6857.T
Advantest
Test
25,455.00 JPY
−10.31%
+3.18%
−20.95%
+1.72%
+32.27%
+34.21%
+151.44%
+479.52%
+1196.21%
+66.93%
5.7M
18.43T
56.39
31.2
+1.40
107.08
+4.22
18.61
6.4
+2.85
26.39
8.77
+2.78
27.80
18.59
+0.96
63.00
41.48
+0.50
69.88
383.93
-0.23
0.20%
1.21%
-1.23
CIFR
Cipher Digital
Neocloud
$21.65
−6.48%
+5.40%
−15.69%
+18.96%
+23.22%
+33.64%
+225.56%
+384.34%
+118.03%
+16.87%
24.59M
8.86B
-10.40
-28.5
+0.26
41.84
+1.02
44.71
24.9
+0.66
13.14
104.46
-0.09
216.38
172.68
+0.95
-135.59
-23.62
-2.75
-8.63
-13.46
+0.38
0.00%
0.00%
—
DLR
Digital Realty Trust
DC REIT
$195.76
−1.67%
+11.07%
+1.73%
−1.47%
+24.66%
+27.98%
+11.88%
+80.93%
+50.62%
+8.54%
2.49M
73.66B
97.01
72.6
+0.68
66.74
-0.16
10.76
8.9
+1.15
2.76
2.52
+0.66
25.35
24.50
+0.27
28.28
22.88
+1.29
-99.56
-23.88
-0.28
2.45%
3.37%
-1.55
ANET
Arista Networks
Networking
$170.76
−1.86%
+0.83%
+3.21%
−3.48%
+25.25%
+27.81%
+49.74%
+298.48%
+624.61%
+48.60%
5.33M
215.02B
59.58
42.6
+1.00
38.22
-0.26
22.56
12.3
+2.23
16.24
9.74
+2.16
33.99
29.16
+0.58
40.86
39.41
+0.10
41.99
41.06
+0.06
0.00%
0.00%
—
TSM
Taiwan Semiconductor (TSMC)
Foundry
$399.09
−1.07%
−0.80%
−8.25%
−0.61%
+19.79%
+25.51%
+67.01%
+325.51%
+276.25%
+30.35%
15.67M
2.07T
29.12
24.6
+0.66
18.50
-0.89
14.65
9.6
+1.67
11.35
6.60
+2.20
23.53
12.97
+2.79
23.71
15.35
+1.64
52.43
45.16
+0.41
0.74%
1.71%
-1.20
4063.T
Shin-Etsu Chemical
Materials
5,877.00 JPY
−4.38%
−14.13%
−14.04%
−7.47%
+11.80%
+25.39%
+33.52%
+37.80%
+94.08%
+14.18%
7.37M
10.93T
26.15
18.1
+1.51
17.82
-0.06
4.78
3.8
+1.06
2.73
2.24
+1.15
11.83
8.33
+1.38
18.68
19.67
-1.08
35.07
36.93
-1.08
1.58%
1.91%
-0.78
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