U.S. Breakout Stocks

Corning

Market Cap: US$108.8b

Operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.

Vertiv Holdings Co

Market Cap: US$76.4b

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$43.5b

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

Entegris

Market Cap: US$20.9b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

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.

Amkor Technology

Market Cap: US$13.9b

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

BorgWarner

Market Cap: US$13.7b

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

Advanced Energy Industries

Market Cap: US$11.7b

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

SiTime

Market Cap: US$10.9b

Designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally.

Generac Holdings

Market Cap: US$10.7b

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

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.

ESCO Technologies

Market Cap: US$7.2b

Provides engineered components and systems for aviation, navy, defense, and industrial customers.

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.

Valaris

Market Cap: US$6.1b

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

Envista Holdings

Market Cap: US$4.9b

Develops, manufactures, markets, and sells dental products in the United States, China, and internationally.

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.

Kodiak Gas Services

Market Cap: US$4.4b

Operates contract compression infrastructure for customers in the oil and gas industry in the United States.

ACM Research

Market Cap: US$4.1b

Develops, manufactures, and sells capital equipment worldwide.

VNET Group

Market Cap: US$3.6b

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

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.

Applied Optoelectronics

Market Cap: US$3.3b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.

Chemours

Market Cap: US$3.2b

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

nLIGHT

Market Cap: US$2.9b

Designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications.

Diodes

Market Cap: US$2.8b

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

Phibro Animal Health

Market Cap: US$2.1b

Operates as an animal health and mineral nutrition company in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific.

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.

American Superconductor

Market Cap: US$1.5b

Provides megawatt-scale power resiliency solutions worldwide.

AXT

Market Cap: US$1.4b

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