15 companies

Lumentum Holdings

Market Cap: US$11.8b

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

LITE

US$170.90

7D

12.6%

1Y

192.8%

Ciena

Market Cap: US$19.2b

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$137.48

7D

12.5%

1Y

143.6%

Super Micro Computer

Market Cap: US$27.0b

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

SMCI

US$44.91

7D

4.6%

1Y

2.2%

Corning

Market Cap: US$66.8b

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

GLW

US$78.70

7D

8.7%

1Y

81.8%

Pure Storage

Market Cap: US$28.5b

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

PSTG

US$87.09

7D

9.9%

1Y

74.9%

Jabil

Market Cap: US$23.2b

Provides manufacturing services and solutions worldwide.

JBL

US$213.33

7D

2.0%

1Y

99.7%

Hewlett Packard Enterprise

Market Cap: US$32.8b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly.

HPE

US$24.43

7D

2.3%

1Y

34.2%

Coherent

Market Cap: US$16.6b

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$104.47

7D

5.3%

1Y

34.1%

Fabrinet

Market Cap: US$12.8b

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

FN

US$355.53

7D

-3.7%

1Y

54.0%

TE Connectivity

Market Cap: US$62.4b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

TEL

US$212.56

7D

1.9%

1Y

43.8%

Keysight Technologies

Market Cap: US$29.5b

Provides electronic design and test solutions worldwide.

KEYS

US$172.07

7D

1.8%

1Y

14.3%

Arista Networks

Market Cap: US$182.8b

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$142.16

7D

0.2%

1Y

57.5%

Sandisk

Market Cap: US$13.1b

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.

New

SNDK

US$91.55

7D

29.8%

1Y

n/a

Trimble

Market Cap: US$19.3b

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$80.89

7D

1.0%

1Y

38.7%

Amphenol

Market Cap: US$145.6b

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

APH

US$119.04

7D

1.9%

1Y

86.0%