13 companies

Arista Networks

Market Cap: US$232.8b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

ANET

US$190.51

7D

12.3%

1Y

61.3%

Seagate Technology Holdings

Market Cap: US$188.7b

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

STX

US$845.23

7D

13.1%

1Y

457.0%

Western Digital

Market Cap: US$181.7b

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.

WDC

US$548.62

7D

18.4%

1Y

623.4%

Lumentum Holdings

Market Cap: US$60.7b

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

New

LITE

US$849.47

7D

30.3%

1Y

685.5%

Coherent

Market Cap: US$56.4b

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.

COHR

US$323.73

7D

33.0%

1Y

206.6%

Flex

Market Cap: US$43.4b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

FLEX

US$126.71

7D

11.9%

1Y

150.7%

Super Micro Computer

Market Cap: US$18.5b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

SMCI

US$31.70

7D

11.4%

1Y

-44.6%

IonQ

Market Cap: US$14.5b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

IONQ

US$41.72

7D

23.1%

1Y

-0.7%

Zebra Technologies

Market Cap: US$13.9b

Operates in the automatic identification and data capture solutions industry worldwide.

ZBRA

US$369.29

7D

29.8%

1Y

22.0%

TTM Technologies

Market Cap: US$12.6b

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.

TTMI

US$132.91

7D

22.3%

1Y

203.1%

Cognex

Market Cap: US$11.2b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.

New

CGNX

US$71.52

7D

18.5%

1Y

70.9%

Viasat

Market Cap: US$11.2b

Engages in the provision of broadband and communications products and services in the United States and internationally.

New

VSAT

US$86.01

7D

16.0%

1Y

304.0%

Sanmina

Market Cap: US$10.4b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

SANM

US$207.50

7D

20.3%

1Y

77.3%