Global Breakout Stocks

Arm Holdings

Market Cap: US$273.2b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

Recruit Holdings

Market Cap: JP¥13.3t

Provides HR technology and business solutions that transforms the world of work.

Sungrow Power Supply

Market Cap: CN¥339.5b

Engages in the research and development, production, sale, and service of new energy power equipment for solar energy, wind energy, energy storage, and electric vehicles.

Astera Labs

Market Cap: US$49.3b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

GigaDevice Semiconductor

Market Cap: CN¥308.1b

Engages in the research, development, technical support, and sale of memory, microcontrollers, sensors, and analog chips.

Advanced Micro-Fabrication Equipment China

Market Cap: CN¥298.3b

Advanced Micro-Fabrication Equipment Inc.

Yageo

Market Cap: NT$1.2t

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

Piotech

Market Cap: CN¥170.6b

Engages in the research and development, production, sales, and technical services of semiconductor equipment in China.

Technoprobe

Market Cap: €18.8b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

JCET Group

Market Cap: CN¥119.6b

Provides integrated-circuit back-end and technology services in China, South Korea, the United States, and internationally.

ACM Research (Shanghai)

Market Cap: CN¥102.6b

Engages in the research, development, production, and sale of semiconductor equipment in China.

OHB

Market Cap: €10.9b

Operates as a space and technology company in Germany, rest of Europe, and internationally.

Swancor Advanced Materials

Market Cap: CN¥75.7b

Researches, develops, produces, and sells corrosion-resistant materials, wind turbine blade materials, and new composite materials in China, Taiwan, and internationally.

Leader Harmonious Drive Systems

Market Cap: CN¥61.4b

Leader Harmonious Drive Systems Co., Ltd.

Tanganda Tea

Market Cap: US$1.1b

Engages in the production, package, and distribution of tea and coffee products in Zimbabwe.

Beijing Jingneng Power

Market Cap: CN¥54.8b

Produces and sells electric power and heat products in China.

Wuhan Jingce Electronics Group

Market Cap: CN¥53.4b

Engages in the research, development, production, and sale of semiconductor, display, and new energy testing equipment in China, Hong Kong, Macau, Taiwan, and internationally.

Do-Fluoride New Materials

Market Cap: CN¥47.2b

Engages in the development, production, and sale of inorganic fluorides, electronic chemicals, lithium-ion batteries, and related materials in China and internationally.

Nantong Jianghai Capacitor

Market Cap: CN¥46.7b

Researches, develops, produces, and sells capacitors and their materials and instruments in China and internationally.

Jiangsu Xinquan Automotive TrimLtd

Market Cap: CN¥44.2b

Designs, develops, manufactures, and sells automotive interior and exterior trim components and molds in China and internationally.

Orbbec

Market Cap: CN¥43.8b

Designs, manufactures, and sells 3D vision sensors and visual perception products.

Enphase Energy

Market Cap: US$6.2b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

Guangdong Fenghua Advanced Technology (Holding)

Market Cap: CN¥39.2b

Guangdong Fenghua Advanced Technology (Holding) Co., Ltd.

Maxio Technology (Hangzhou)

Market Cap: CN¥38.7b

Engages in the research and development, production, marketing, and sale of data management, general-purpose IP, and SOC chips in China.

iRay Group

Market Cap: CN¥36.4b

Researches, develops, produces, sells, and services x-ray system components for use in medical, dental, oncology, veterinary, security, and nondestructive testing applications in China and internationally.

Huaan Securities

Market Cap: CN¥35.8b

Provides investment and financing solutions in China.

Xiamen Faratronic

Market Cap: CN¥35.6b

Manufactures and sells film capacitors and metallized coating materials in China and internationally.

Hamamatsu Photonics K.K

Market Cap: JP¥775.7b

Manufactures and sells photomultiplier tubes, imaging devices, light sources, opto-semiconductors, and imaging and analyzing systems in Japan and internationally.

NIKKON HoldingsLtd

Market Cap: JP¥739.0b

Engages in the cargo transportation businesses in Japan and internationally.

Vantone Neo Development Group

Market Cap: CN¥29.9b

Engages in the development and sale of real estate properties.

Dexerials

Market Cap: JP¥681.4b

Manufactures and sells electronic components, bonding materials, optics materials, and other products in Japan.

Eutelsat Communications

Market Cap: €3.7b

Operates telecommunication satellites.

GMO Payment Gateway

Market Cap: JP¥663.8b

Engages in the provision of payment related and financial services in Japan and internationally.

Toyo Seikan Group Holdings

Market Cap: JP¥653.2b

Manufactures and sells packaging containers in Japan, rest of Asia, and internationally.

Walsin Technology

Market Cap: NT$129.0b

Develops, manufactures, and sells passive electronic components in Asia, America, and Europe.

Gland Pharma

Market Cap: ₹384.0b

Engages in manufacturing and sale of injectable formulations in India, the United States, Europe, Canada, Australia, New Zealand, and internationally.