Global Breakout Stocks

Micron Technology

Market Cap: US$722.3b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Sandisk

Market Cap: US$186.0b

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$165.6b

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

MediaTek

Market Cap: NT$5.0t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Quanta Services

Market Cap: US$113.6b

Offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

Cambricon Technologies

Market Cap: CN¥716.8b

Engages in the research, development, design, and sale of core AI chips for terminal devices in China.

SK Square

Market Cap: ₩130.7t

Invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.

Bloom Energy

Market Cap: US$82.1b

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

Nokia Oyj

Market Cap: €64.1b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa.

Lumentum Holdings

Market Cap: US$69.7b

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

CoreWeave

Market Cap: US$68.1b

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

Nebius Group

Market Cap: US$45.2b

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

GLOBALFOUNDRIES

Market Cap: US$37.7b

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

Twilio

Market Cap: US$28.8b

Provides customer engagement platform solutions in the United States and internationally.

ADNOC Drilling Company P.J.S.C

Market Cap: د.إ99.0b

Engages in the provision of drilling and construction services in the United Arab Emirates.

nVent Electric

Market Cap: US$26.3b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥147.7b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Bombardier

Market Cap: CA$27.6b

Engages in the design, manufacture, and sale of business aircraft and aircraft structural components worldwide.

IREN

Market Cap: US$16.4b

Operates in the vertically integrated data center business in Australia and Canada.

Sterling Infrastructure

Market Cap: US$16.2b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Generac Holdings

Market Cap: US$15.1b

Designs, manufactures, and distributes energy technology products and solutions worldwide.

Applied Optoelectronics

Market Cap: US$13.8b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

King Yuan Electronics

Market Cap: NT$432.9b

Designs, manufactures, sells, tests, and assembles integrated circuits.

Viavi Solutions

Market Cap: US$12.3b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Axsome Therapeutics

Market Cap: US$11.5b

A biopharmaceutical company, develops and delivers novel therapies for the management of central nervous system (CNS) disorders in the United States.

DigitalOcean Holdings

Market Cap: US$11.4b

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

Taiwan Union Technology

Market Cap: NT$352.2b

Manufactures and sells copper clad laminates in Asia and internationally.

GoFintech Quantum Innovation

Market Cap: HK$85.5b

An investment holding company, provides securities and insurance brokerage, equity investment, asset management, margin and corporate finance, money lending, and supply chain operation services in Hong Kong and the People’s Republic of China.

BUA Cement

Market Cap: ₦14.5t

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

Applied Digital

Market Cap: US$10.2b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Primoris Services

Market Cap: US$10.1b

Provides infrastructure services primarily in the United States and Canada.

LS

Market Cap: ₩13.9t

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

Anhui Tongguan Copper Foil Group

Market Cap: CN¥64.7b

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

Allegro MicroSystems

Market Cap: US$9.2b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

Samsung SecuritiesLtd

Market Cap: ₩12.3t

Operates as a financial investment company in South Korea.

Cytokinetics

Market Cap: US$8.2b

A biopharmaceutical company, focuses on discovering, developing, and commercializing novel muscle activators and muscle inhibitors as potential treatments for debilitating diseases in the United States.