22 companies

Lumentum Holdings

Market Cap: US$57.0b

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

LITE

US$732.82

7D

-8.6%

1Y

616.9%

Seagate Technology Holdings

Market Cap: US$178.2b

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

STX

US$787.66

7D

-13.5%

1Y

428.4%

Sandisk

Market Cap: US$200.6b

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.

SNDK

US$1,354.82

7D

-29.3%

1Y

3,111.2%

Flex

Market Cap: US$43.7b

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$119.25

7D

-12.2%

1Y

124.7%

Ciena

Market Cap: US$53.0b

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$374.41

7D

-18.7%

1Y

340.6%

Coherent

Market Cap: US$54.3b

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$277.60

7D

-14.5%

1Y

178.7%

Fabrinet

Market Cap: US$17.1b

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

FN

US$478.39

7D

1.5%

1Y

53.8%

Advanced Energy Industries

Market Cap: US$10.8b

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

AEIS

US$284.05

7D

-7.8%

1Y

98.3%

Corning

Market Cap: US$133.1b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.

GLW

US$154.61

7D

-19.0%

1Y

186.3%

Everpure

Market Cap: US$23.1b

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

P

US$69.38

7D

-12.5%

1Y

19.4%

Jabil

Market Cap: US$31.5b

Provides engineering, manufacturing, and supply chain solutions worldwide.

JBL

US$301.01

7D

-8.9%

1Y

34.4%

Western Digital

Market Cap: US$164.5b

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$477.22

7D

-18.1%

1Y

601.8%

Sanmina

Market Cap: US$10.6b

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$197.24

7D

-5.5%

1Y

94.7%

Super Micro Computer

Market Cap: US$15.6b

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

SMCI

US$24.18

7D

-14.6%

1Y

-53.3%

Amphenol

Market Cap: US$186.0b

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

APH

US$151.20

7D

-4.9%

1Y

46.3%

TTM Technologies

Market Cap: US$13.7b

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$132.00

7D

-9.9%

1Y

193.1%

Littelfuse

Market Cap: US$10.1b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

LFUS

US$397.75

7D

-4.2%

1Y

69.6%

Hewlett Packard Enterprise

Market Cap: US$60.7b

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

HPE

US$45.82

7D

-5.6%

1Y

117.1%

Cognex

Market Cap: US$10.7b

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.

CGNX

US$64.07

7D

-4.1%

1Y

88.1%

Dell Technologies

Market Cap: US$256.1b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

New

DELL

US$396.34

7D

-8.9%

1Y

202.0%

Zebra Technologies

Market Cap: US$12.7b

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

ZBRA

US$267.40

7D

-1.9%

1Y

-19.4%

Arista Networks

Market Cap: US$212.3b

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$168.61

7D

-9.8%

1Y

50.8%