17 companies

Lumentum Holdings

Market Cap: US$28.1b

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

LITE

US$395.92

7D

23.6%

1Y

369.4%

Super Micro Computer

Market Cap: US$18.2b

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

SMCI

US$30.55

7D

2.4%

1Y

-11.0%

Ciena

Market Cap: US$33.8b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

CIEN

US$240.28

7D

17.8%

1Y

173.3%

Corning

Market Cap: US$76.9b

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

GLW

US$89.66

7D

5.0%

1Y

87.2%

Pure Storage

Market Cap: US$22.1b

Provides data storage and management technologies, products, and services in the United States and internationally.

PSTG

US$66.99

7D

1.0%

1Y

3.5%

Fabrinet

Market Cap: US$17.3b

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

FN

US$481.74

7D

12.9%

1Y

117.7%

Coherent

Market Cap: US$30.1b

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.

COHR

US$191.37

7D

12.3%

1Y

91.8%

Seagate Technology Holdings

Market Cap: US$62.2b

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

STX

US$285.27

7D

2.7%

1Y

222.4%

Sandisk

Market Cap: US$36.7b

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.

SNDK

US$250.08

7D

20.9%

1Y

n/a

Amphenol

Market Cap: US$168.8b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

APH

US$137.94

7D

9.0%

1Y

92.5%

Hewlett Packard Enterprise

Market Cap: US$32.6b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

HPE

US$24.44

7D

1.7%

1Y

11.6%

Ubiquiti

Market Cap: US$34.6b

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

UI

US$571.23

7D

5.3%

1Y

62.9%

Arista Networks

Market Cap: US$164.7b

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$130.77

7D

6.9%

1Y

14.1%

Flex

Market Cap: US$23.5b

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

FLEX

US$63.55

7D

1.1%

1Y

62.3%

Western Digital

Market Cap: US$61.4b

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$179.56

7D

8.0%

1Y

191.0%

Trimble

Market Cap: US$19.0b

Provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes in North America, Europe, the Asia Pacific, and internationally.

TRMB

US$80.01

7D

1.4%

1Y

11.3%

Jabil

Market Cap: US$25.0b

Provides engineering, manufacturing, and supply chain solutions worldwide.

JBL

US$234.49

7D

8.4%

1Y

58.7%