Global Breakout Stocks

Micron Technology

Market Cap: US$481.0b

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

Lam Research

Market Cap: US$333.8b

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.

Sandisk

Market Cap: US$140.6b

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.

Coherent

Market Cap: US$60.1b

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.

CoreWeave

Market Cap: US$58.0b

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

Bloom Energy

Market Cap: US$49.6b

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

Elite Material

Market Cap: NT$1.4t

Engages in the manufacturing and sales of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally.

Celestica

Market Cap: CA$58.1b

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

Nebius Group

Market Cap: US$39.1b

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

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥265.8b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

Credo Technology Group Holding

Market Cap: US$29.4b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Revolution Medicines

Market Cap: US$27.0b

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

Fabrinet

Market Cap: US$24.7b

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

BIWIN Storage Technology

Market Cap: CN¥134.4b

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

Managem

Market Cap: د.م167.3b

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

Shenzhen Techwinsemi Technology

Market Cap: CN¥113.7b

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

Amkor Technology

Market Cap: US$15.0b

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

Sharetronic Data Technology

Market Cap: CN¥97.2b

Engages in the research and development, and provision of advanced hardware and software solutions in China and internationally.

Sterling Infrastructure

Market Cap: US$14.1b

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

Grace Fabric TechnologyLtd

Market Cap: CN¥92.3b

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

Avis Budget Group

Market Cap: US$13.1b

Provides car and truck rentals, car sharing, and ancillary products and services to businesses and consumers in the Americas, Europe, the Middle East and Africa, Asia, and Australasia.

Plejd

Market Cap: €11.1b

A technology company, develops products and services for smart lighting control in Sweden, Norway, Finland, the Netherlands, Germany, and internationally.

Global Unichip

Market Cap: NT$411.4b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.

TTM Technologies

Market Cap: US$12.8b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Rambus

Market Cap: US$12.2b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Applied Optoelectronics

Market Cap: US$11.9b

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

Largan Precision

Market Cap: NT$374.1b

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

SiTime

Market Cap: US$11.8b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

APR

Market Cap: ₩15.5t

Manufactures and sells cosmetic products for men and women.

Kokusai Electric

Market Cap: JP¥1.7t

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

FormFactor

Market Cap: US$10.0b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

GoFintech Quantum Innovation

Market Cap: HK$76.7b

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.

Canmax Technologies

Market Cap: CN¥63.9b

Engages in the research and development, production, and sale of new energy lithium battery materials, and anti-static ultra-clean technology and medical equipment in China and internationally.

TeraWulf

Market Cap: US$8.9b

Owns, develops, operates digital infrastructure in the United States.

Aura Minerals

Market Cap: US$8.7b

A gold and copper production company, focuses on the development and operation of gold and base metal projects in the Americas.

Taiwan Union Technology

Market Cap: NT$273.1b

Manufactures and sells copper clad laminates in Asia and internationally.