Global Breakout Stocks

Arm Holdings

Market Cap: US$423.1b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Kioxia Holdings

Market Cap: JP¥51.7t

Manufactures and sells memory and solid-state drives (SSDs) in Japan and internationally.

Sandisk

Market Cap: US$312.2b

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.

Seagate Technology Holdings

Market Cap: US$230.5b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Western Digital

Market Cap: US$225.3b

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.

Nebius Group

Market Cap: US$66.6b

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

Shengyi TechnologyLtd

Market Cap: CN¥435.8b

Engages in the design, production, and sales of copper clad laminates, bonding sheets, and printed circuit boards in China and internationally.

IbidenLtd

Market Cap: JP¥6.3t

Manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

Kingboard Laminates Holdings

Market Cap: HK$269.3b

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

British American Tobacco Zimbabwe (Holdings)

Market Cap: US$4.4b

Together with subsidiaries, manufactures, distributes, and sells cigarettes in Zimbabwe.

Guangdong Dtech Technology

Market Cap: CN¥227.7b

Engages in the research and development, production, and sale of tools, materials, and equipment in China and internationally.

Grace Fabric TechnologyLtd

Market Cap: CN¥227.5b

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

China Tungsten And Hightech MaterialsLtd

Market Cap: CN¥210.8b

Researches, develops, produces, sells, and trades in nonferrous metals in China and internationally.

China Jushi

Market Cap: CN¥197.0b

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

Winbond Electronics

Market Cap: NT$886.5b

Engages in the research, development, production and sales of integrated circuits, various semiconductor components and other system products.

JX Advanced Metals

Market Cap: JP¥4.1t

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

Peric Special Gases

Market Cap: CN¥171.0b

Engages in the research and development, production, and sale of electronic special gases and trifluoromethanesulfonic acid series products in China.

Moderna

Market Cap: US$22.0b

A biotechnology company, provides messenger RNA medicines in the United States, Europe, and internationally.

Anhui Tongguan Copper Foil Group

Market Cap: CN¥147.2b

Engages in research and development, manufacture, and sales of various electronic copper foils in China.

Chongqing Polycomp International

Market Cap: CN¥145.9b

Engages in the research, development, production, and sale of glass fibers and materials in China and internationally.

Amkor Technology

Market Cap: US$21.2b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

HD Korea Shipbuilding & Offshore Engineering

Market Cap: ₩31.0t

HD Korea Shipbuilding & Offshore Engineering Co., Ltd.

Largan Precision

Market Cap: NT$644.7b

Designs, manufactures, and sells precision optical plastic lenses in China, South Korea, Vietnam, Japan, Taiwan, and internationally.

Zhejiang Juhua

Market Cap: CN¥126.1b

Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.

Xiamen TungstenLtd

Market Cap: CN¥124.5b

Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.

SCREEN Holdings

Market Cap: JP¥2.8t

Develops, manufactures, and markets semiconductor production equipment in Japan, Taiwan, South Korea, China, the United States, Europe, and internationally.

Mitsui Kinzoku Company

Market Cap: JP¥2.8t

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

Hyundai Rotem

Market Cap: ₩24.7t

Manufactures and sells railway vehicles, defense systems, and plants and machinery in South Korea and internationally.

GlobalWafers

Market Cap: NT$499.6b

Researches, develops, designs, manufactures and sells semiconductor ingots/wafers in Taiwan and internationally.

Jiujiang Defu Technology

Market Cap: CN¥106.9b

Engages in the research, development, production, and sale of electrolytic copper foils in China.

Tongling Nonferrous Metals GroupLtd

Market Cap: CN¥101.5b

Tongling Nonferrous Metals Group Co.,Ltd.

Fiberhome Telecommunication Technologies

Market Cap: CN¥100.5b

Fiberhome Telecommunication Technologies Co., Ltd.

LIG Defense&Aerospace

Market Cap: ₩21.9t

Engages in the research and development, manufacturing, maintenance, and sale of defense materials in South Korea and internationally.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥97.8b

Designs, manufactures, and sells passive optical components and modulators in China and internationally.

Kokusai Electric

Market Cap: JP¥2.3t

Engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide.

Jinduicheng Molybdenum

Market Cap: CN¥93.2b

Provides molybdenum in China and internationally.