U.S. Breakout Stocks

Vertiv Holdings Co

Market Cap: US$95.1b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Ubiquiti

Market Cap: US$43.2b

Develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

Roivant Sciences

Market Cap: US$19.2b

A clinical-stage biopharmaceutical company, focuses on the discovery, development, and commercialization of medicines and technologies.

QXO

Market Cap: US$19.1b

Distributes roofing, waterproofing, and other building products in the United States.

Lattice Semiconductor

Market Cap: US$14.5b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

BorgWarner

Market Cap: US$13.7b

Provides technology solutions for combustion, hybrid, and electric vehicles worldwide.

Generac Holdings

Market Cap: US$12.6b

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

Advanced Energy Industries

Market Cap: US$11.7b

Provides precision power conversion, measurement, and control solutions in the United States and internationally.

IES Holdings

Market Cap: US$10.3b

Designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States.

Cognex

Market Cap: US$7.2b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.

TeraWulf

Market Cap: US$6.7b

Operates as a digital asset technology company in the United States.

Transocean

Market Cap: US$6.6b

Provides offshore contract drilling services for oil and gas wells in Switzerland and internationally.

Viasat

Market Cap: US$6.2b

Provides broadband and communications products and services in the United States and internationally.

Valaris

Market Cap: US$6.1b

Provides offshore contract drilling services in Brazil, the United Kingdom, U.S.

IPG Photonics

Market Cap: US$4.7b

Develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in materials processing, medical, and advanced applications worldwide.

VNET Group

Market Cap: US$3.6b

An investment holding company, provides hosting and related services in China.

Diodes

Market Cap: US$3.6b

Provides semiconductor products in Asia, the Americas, and Europe.

Teradata

Market Cap: US$3.5b

Provides a connected hybrid cloud analytics and data platform in the United States and internationally.

Sphere Entertainment

Market Cap: US$3.3b

Operates as a live entertainment and media company in the United States.

Chemours

Market Cap: US$3.2b

Provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America.

Power Solutions International

Market Cap: US$2.0b

Designs, engineers, manufactures, markets, and sells engines and power systems in the United States, North America, the Pacific Rim, Europe, and internationally.

Ameresco

Market Cap: US$1.8b

Provides energy solutions in the United States, Canada, and Europe.

Pulse Biosciences

Market Cap: US$1.7b

Operates as a novel bioelectric medicine company.

Ichor Holdings

Market Cap: US$1.6b

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in the United States and internationally.

Proto Labs

Market Cap: US$1.6b

Operates as a digital manufacturer of custom parts in the United States and Europe.

AXT

Market Cap: US$1.4b

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

Fastly

Market Cap: US$1.4b

Operates an edge cloud platform for processing, serving, and securing its customer’s applications in the United States, the Asia Pacific, Europe, and internationally.

Nektar Therapeutics

Market Cap: US$1.3b

A biopharmaceutical company, focuses on discovering and developing therapies that selectively modulate the immune system to treat autoimmune disorders in the United States and internationally.

Galecto

Market Cap: US$1.3b

A clinical-stage biotechnology company, develops molecule therapeutics for the treatment of fibrosis, cancer, inflammation, and other related diseases.

Tiga Acquisition

Market Cap: US$1.3b

Tiga Acquisition Corp. does not have significant operations.

Aehr Test Systems

Market Cap: US$1.0b

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.

Redwood Trust

Market Cap: US$689.5m

Operates as a specialty finance company in the United States.

LightPath Technologies

Market Cap: US$547.2m

Designs, develops, manufactures, and distributes optical systems and assemblies in the United States.

Neumora Therapeutics

Market Cap: US$509.8m

A clinical-stage biopharmaceutical company, engages in developing therapeutic treatments for brain diseases, neuropsychiatric disorders, and neurodegenerative diseases in the United States.

PepGen

Market Cap: US$393.9m

A clinical-stage biotechnology company, develops oligonucleotide therapeutics for the treatment of severe neuromuscular and neurologic diseases in the United States.

Immix Biopharma

Market Cap: US$360.4m

A clinical-stage biopharmaceutical company, engages in the development of chimeric antigen receptor cell therapy in light chain Amyloidosis and immune-mediated diseases in the United States and Australia.