Global Breakout Stocks

Arm Holdings

Market Cap: US$208.8b

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

SoftBank Group

Market Cap: JP¥33.3t

Provides telecommunication services in Japan and internationally.

Marvell Technology

Market Cap: US$137.6b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

United Rentals

Market Cap: US$50.5b

Through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand.

Rocket Lab

Market Cap: US$50.1b

A space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥340.2b

Manufactures and sells computer, communication, and other electronic equipment components in China and internationally.

HD Hyundai Heavy Industries

Market Cap: ₩67.3t

Engages in the shipbuilding business in South Korea, North America, Asia, Europe, and internationally.

STMicroelectronics

Market Cap: €33.3b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Samsung Electro-Mechanics

Market Cap: ₩57.1t

Manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe.

ON Semiconductor

Market Cap: US$35.0b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

GLOBALFOUNDRIES

Market Cap: US$33.6b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

Samsung SDI

Market Cap: ₩49.1t

Manufactures and sells batteries in South Korea, Europe, China, North America, Southeast Asia, and internationally.

Avary Holding(Shenzhen)Co

Market Cap: CN¥174.1b

Engages in the design, development, manufacture, and sale of printed circuit boards in China, the United States, rest of Asia, and Europe.

Hengtong Optic-Electric

Market Cap: CN¥169.9b

Engages in communication network and energy interconnection businesses in China and internationally.

Jentech Precision Industrial

Market Cap: NT$769.3b

Manufactures, processes, and trades in precision tooling, and electronic parts and components in Taiwan and China.

Jiangsu Zhongtian Technology

Market Cap: CN¥115.6b

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.

TSL

Market Cap: US$2.2b

Operates as a handler of movement and commodities exchange in Zimbabwe.

Accelink Technologies CoLtd

Market Cap: CN¥106.2b

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

Kingboard Laminates Holdings

Market Cap: HK$107.0b

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

Delton Technology (Guangzhou)

Market Cap: CN¥77.9b

Engages in the research, development, production, and sale of multi-layer printed circuit boards in China and internationally.

Zhen Ding Technology Holding

Market Cap: NT$347.8b

Engages in the design, development, manufacture, and sale of printed circuit boards (PCB) products in the United States, Mainland China, Taiwan, Singapore, and internationally.

Vicor

Market Cap: US$11.0b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Jiangsu Etern

Market Cap: CN¥70.9b

Engages in the production and sales of optical cables and cables in China and internationally.

DigitalOcean Holdings

Market Cap: US$9.8b

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

Suzhou Everbright Photonics

Market Cap: CN¥64.3b

Engages in the research, development, packaging, and sale of optoelectronic devices and systems in China and internationally.

Henan Shijia Photons Technology

Market Cap: CN¥63.0b

Henan Shijia Photons Technology Co., Ltd.

Valmont Industries

Market Cap: US$9.1b

Operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally.

LandMark Optoelectronics

Market Cap: NT$279.4b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

Shenzhen MTC

Market Cap: CN¥59.3b

Researches, develops, manufactures, sells, and services home audio-visual and related products in China.

Zhongfu Shenying Carbon FiberLtd

Market Cap: CN¥58.5b

Engages in the research, development, manufacturing and sales of carbon fiber precursor, carbon fiber and carbon fiber products in China and internationally.

Anhui Yingliu Electromechanical

Market Cap: CN¥56.4b

Anhui Yingliu Electromechanical Co., Ltd.

Hebei Sinopack Electronic TechnologyLtd

Market Cap: CN¥56.3b

Hebei Sinopack Electronic Technology Co.,Ltd.

CIG Shanghai

Market Cap: CN¥55.0b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

LG Innotek

Market Cap: ₩11.8t

Engages in the manufacture and sale of electronic materials and components for mobile, display, semiconductor, automobile, and Internet of Things (IoT) fields in South Korea and internationally.

ISU Petasys

Market Cap: ₩11.0t

Manufactures and sells printed circuit boards (PCBs).

Yunnan Lincang Xinyuan Germanium IndustryLTD

Market Cap: CN¥50.2b

Engages in the research and development, deep processing, germanium mining, pyrometallurgical enrichment, hydrometallurgical purification, and zone melting refining in China.