Global Breakout Stocks

Samsung Electronics

Market Cap: ₩1716.3t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.

SK hynix

Market Cap: ₩1183.1t

Research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.

Micron Technology

Market Cap: US$751.7b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Oracle

Market Cap: US$558.0b

Offers products and services that address enterprise information technology environments worldwide.

Sandisk

Market Cap: US$208.8b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

MediaTek

Market Cap: NT$5.8t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Kioxia Holdings

Market Cap: JP¥24.3t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

SK Square

Market Cap: ₩144.8t

Invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.

Cloudflare

Market Cap: US$87.5b

Operates as a cloud services provider that delivers a range of services to businesses worldwide.

Fortinet

Market Cap: US$65.9b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Datadog

Market Cap: US$51.2b

Operates an observability and security platform for cloud applications in the United States and internationally.

Nebius Group

Market Cap: US$50.0b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.

Flex

Market Cap: US$49.5b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

HOCHTIEF

Market Cap: €41.2b

Engages in the construction business worldwide.

Samsung C&T

Market Cap: ₩68.9t

Engages in the engineering and construction, trading and investment, fashion, and resort businesses in South Korea, Europe, the Middle East, Africa, the Asia Pacific, and the Americas.

Montage Technology

Market Cap: CN¥263.1b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$286.8b

Produces and sells optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.

Twilio

Market Cap: US$29.0b

Provides customer engagement platform solutions in the United States and internationally.

Sterling Infrastructure

Market Cap: US$27.2b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Nanya Technology

Market Cap: NT$849.0b

Research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.

Yageo

Market Cap: NT$799.9b

Manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia.

Mirae Asset Securities

Market Cap: ₩37.1t

Engages in the provision of various financial services in South Korea and internationally.

MACOM Technology Solutions Holdings

Market Cap: US$23.2b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Global Unichip

Market Cap: NT$698.2b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.

Accelink Technologies CoLtd

Market Cap: CN¥145.8b

Researches, develops, manufactures, sells, and technical services for optoelectronic chips, devices, modules, and subsystem products in China and internationally.

SK

Market Cap: ₩30.0t

Engages in petroleum refining, telecommunications, wholesale and retail, chemicals, construction, and other businesses in Korea.

Jiangsu Zhongtian Technology

Market Cap: CN¥138.8b

Produces and sells electrical machinery and equipment for the communications, electric power, marine, new energy, marine engineering construction, and other business sectors in China and internationally.

IREN

Market Cap: US$20.3b

Operates in the vertically integrated data center business in Australia and Canada.

Grace Fabric TechnologyLtd

Market Cap: CN¥134.7b

Engages in the research, development, production, and sale of e-glass fabrics in China, Hong Kong, Asia, North America, and Europe.

Han's Laser Technology Industry Group

Market Cap: CN¥125.7b

Researches, develops, produces, and sells intelligent manufacturing equipment in China and internationally.

Mitsui Kinzoku Company

Market Cap: JP¥2.9t

Engages in the manufacture and sale of metal products in Japan and internationally.

Kingboard Laminates Holdings

Market Cap: HK$135.7b

An investment holding company, manufactures and sells laminates in the People's Republic of China, Europe, other Asian countries, and the United States.

Phison Electronics

Market Cap: NT$529.6b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

DigitalOcean Holdings

Market Cap: US$16.8b

Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.

SiTime

Market Cap: US$16.5b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

King Slide Works

Market Cap: NT$507.0b

Designs, manufactures, and sells rail kits for computer and network communications equipment, furniture wooden kitchen accessories, slides, and molds in Taiwan, the United States, China, and internationally.