Global Breakout Stocks

Broadcom

Market Cap: US$1.8t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Lam Research

Market Cap: US$329.3b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

Intel

Market Cap: US$327.2b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Arista Networks

Market Cap: US$185.2b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Delta Electronics

Market Cap: NT$4.5t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Sandisk

Market Cap: US$125.7b

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.

Zhongji Innolight

Market Cap: CN¥820.0b

Researches, designs, develops, packages, tests, and sells optical communication transceiver modules and devices in China and internationally.

Kioxia Holdings

Market Cap: JP¥17.1t

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

Luxshare Precision Industry

Market Cap: CN¥427.0b

Designs, manufactures, and sells cable assembly and connector system solutions worldwide.

Coherent

Market Cap: US$60.0b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Fujikura

Market Cap: JP¥9.4t

Engages in telecommunication and power systems, electronic, and automotive products businesses in Japan, the rest of Asia, North America, Europe, and internationally.

CoreWeave

Market Cap: US$53.6b

Operates as a cloud infrastructure technology company in the United States.

Bloom Energy

Market Cap: US$46.8b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi

Market Cap: ₺1.9t

Engages in research, development, engineering, production, testing, assembly, integration, sale, support, consultancy, and trading of software, equipment, systems, tools, materials, and platforms in turkey.

Celestica

Market Cap: CA$55.9b

Provides supply chain solutions in Asia, North America, and internationally.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥267.6b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

OTP Bank Nyrt

Market Cap: Ft11.9t

Provides commercial banking services to individuals, municipalities, corporations, and enterprises.

Nebius Group

Market Cap: US$36.7b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Unimicron Technology

Market Cap: NT$956.9b

Engages in the manufacturing, processing, and sale of printed circuit boards, electrical equipment, electronic products, and integrated circuit product testing and burn-in systems in Taiwan, China, Asia, the Americas, and internationally.

Samsung Electro-Mechanics

Market Cap: ₩41.9t

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

JX Advanced Metals

Market Cap: JP¥4.3t

Develops, manufactures, and sells materials made from copper and rare metals.

Shennan Circuits

Market Cap: CN¥183.0b

Engages in the design, manufacture, and sale of printed circuit boards, packaging substrates, and electronic assemblies in China and internationally.

Chroma ATE

Market Cap: NT$796.5b

Designs, assembles, manufactures, sells, repairs, and maintains software/hardware for computers and peripherals, computerized automatic test systems, electronic test instruments, signal generators, power supplies, and telecom power supplies in Taiwan, China, the United States, and internationally.

Fabrinet

Market Cap: US$23.7b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

Shenzhen Longsys Electronics

Market Cap: CN¥148.6b

Engages in the research, development, design, packaging, testing, manufacturing, and sales of semiconductor storage application products.

Furukawa Electric

Market Cap: JP¥3.2t

Manufactures and sells communications, energy, automotive and batteries products, and electronic components worldwide.

Yageo

Market Cap: NT$624.1b

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

Ningbo Deye Technology Group

Market Cap: CN¥133.6b

Engages in the research, design, development, production, sale, and services of solar inverter systems, frequency conversion control systems, environmental electrical appliances, and heat exchangers in China, Germany, India, South Africa, Ukraine, the United Arab Emirates, and internationally.

Revolution Medicines

Market Cap: US$19.1b

A clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers.

China Jushi

Market Cap: CN¥127.4b

Manufactures and sells fiberglass and related products in China and internationally.

HGTECH

Market Cap: CN¥124.6b

Manufactures and sells laser equipment, hologram products, optical communication devices, and electronic components in China and internationally.

BIWIN Storage Technology

Market Cap: CN¥120.5b

Engages in the research and development, design, packaging, testing, production, and sales of semiconductor memory.

Managem

Market Cap: د.م155.7b

Engages in the exploration, extraction, valorization, and marketing of minerals substances in Morocco, Europe, and internationally.

Shenzhen Techwinsemi Technology

Market Cap: CN¥109.2b

Develops, manufactures, and sells storage control chips and modules in China and internationally.

Inspur Electronic Information Industry

Market Cap: CN¥100.6b

Inspur Electronic Information Industry Co., Ltd.

Shenzhen Envicool Technology

Market Cap: CN¥100.4b

Produces and sells temperature control and energy savings solutions and products in China.