Global Breakout Stocks

Sandisk

Market Cap: US$111.2b

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.

Western Digital

Market Cap: US$103.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Eoptolink Technology

Market Cap: CN¥474.2b

Engages in the research and development, production, and sale of optical modules for optical communication applications in China and internationally.

Ciena

Market Cap: US$54.5b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Lumentum Holdings

Market Cap: US$50.0b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Tower Semiconductor

Market Cap: US$16.0b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Yuanjie Semiconductor Technology

Market Cap: CN¥95.3b

Yuanjie Semiconductor Technology Co., Ltd.

Macronix International

Market Cap: NT$296.9b

Engages in the design, manufacture, and supply of integrated circuits and memory chips.

Eneva

Market Cap: R$46.6b

An integrated energy company, engages in the exploration, production, and commercialization of natural gas and liquids in Brazil.

WinWay Technology

Market Cap: NT$285.8b

Designs, processes, and sells optoelectronic product test fixtures, integrated circuit test interfaces, and fixtures and their components in Taiwan, the Americas, China, Asia, Europe, and Canada.

BUA Cement

Market Cap: ₦11.1t

Engages in the manufacture, sale and distribution of cement and related products under the BUA Cement brand in Nigeria and internationally.

DigitalOcean Holdings

Market Cap: US$7.6b

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

FIT Hon Teng

Market Cap: HK$49.7b

Manufactures and sells mobile and wireless devices and connectors in Taiwan and internationally.

Sunshine Guojian Pharmaceutical (Shanghai)

Market Cap: CN¥43.3b

A biopharmaceutical company, engages in the research and development, production, and sale of antibody drugs.

Hunan Goke MicroelectronicsLtd

Market Cap: CN¥42.1b

Engages in the research and development of integrated circuit chip related products in China.

Huadian Energy

Market Cap: CN¥41.8b

Engages in the generation and sale of electric power in China.

L&K Engineering (Suzhou)Ltd

Market Cap: CN¥39.5b

Provides specialized engineering technical services in China.

LS

Market Cap: ₩8.3t

Engages in electric power, automation, machinery, materials, and energy businesses in South Korea and internationally.

Fulin Precision

Market Cap: CN¥36.3b

Engages in the research and development, manufacture, and sale of automotive engine parts in China.

Daewoo Engineering & Construction

Market Cap: ₩7.9t

Daewoo Engineering & Construction Co., Ltd.

National Storage Affiliates Trust

Market Cap: US$5.0b

A real estate investment trust headquartered in Greenwood Village, Colorado, focused on the ownership, operation and acquisition of self-storage properties predominantly located within the top 100 metropolitan statistical areas throughout the United States.

EZconn

Market Cap: NT$155.0b

Manufactures and sells precision metal components and optical fiber components of various electronic products in Taiwan, Asia, the United States, and Europe.

WPG Holdings

Market Cap: NT$153.5b

Distributes and sells electronic and electrical components, computer software, and electrical products in Taiwan, Mainland China, and internationally.

Solaris Energy Infrastructure

Market Cap: US$4.7b

Provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States.

ADATA Technology

Market Cap: NT$145.5b

Manufactures and sells memory products worldwide.

Guangdong Electric Power Development

Market Cap: CN¥31.1b

Develops and operates electric power projects in the People’s Republic of China.

Transcend Information

Market Cap: NT$130.1b

Engages in manufacturing, processing, and selling computer software and hardware, peripheral equipment, and other computer components in Taiwan, rest of Asia, the United States, Europe, and internationally.

ISC

Market Cap: ₩5.1t

Develops, manufactures, and sells semiconductor test sockets worldwide.

HPSP

Market Cap: ₩4.3t

Manufactures and sells high pressure annealing semiconductor equipment for the semiconductor industry in South Korea.

DAEDUCK ELECTRONICS

Market Cap: ₩4.1t

Provides various printed circuit boards (PCB) in South Korea and internationally.

SolarEdge Technologies

Market Cap: US$2.7b

Operates as an energy technology company in the United States, Europe, and internationally.

Beijing Orient EcoEnergy

Market Cap: CN¥18.4b

Engages in the water environment and industrial hazardous waste disposal activities.

AXT

Market Cap: US$2.6b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Bright Smart Securities & Commodities Group

Market Cap: HK$20.0b

An investment holding company, provides financial services in Hong Kong.

OCI Holdings

Market Cap: ₩3.8t

Operates as a chemical company in South Korea.

Grand Process Technology

Market Cap: NT$69.1b

Manufactures and sells semiconductor equipment in Taiwan.