17 companies

Lumentum Holdings

Market Cap: US$59.0b

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

LITE

US$826.88

7D

26.3%

1Y

1,482.2%

Sandisk

Market Cap: US$103.6b

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$701.59

7D

22.5%

1Y

2,128.7%

Ciena

Market Cap: US$63.3b

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$447.76

7D

22.7%

1Y

710.9%

Coherent

Market Cap: US$50.4b

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$258.16

7D

17.5%

1Y

388.7%

Fabrinet

Market Cap: US$20.0b

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

FN

US$557.97

7D

13.4%

1Y

211.0%

Advanced Energy Industries

Market Cap: US$12.5b

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

AEIS

US$332.31

7D

11.4%

1Y

305.6%

Super Micro Computer

Market Cap: US$13.9b

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

SMCI

US$23.22

7D

10.3%

1Y

-29.6%

Corning

Market Cap: US$127.1b

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$147.92

7D

15.1%

1Y

273.4%

Seagate Technology Holdings

Market Cap: US$96.2b

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

STX

US$429.36

7D

18.5%

1Y

525.3%

Everpure

Market Cap: US$20.6b

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

PSTG

US$62.48

7D

9.6%

1Y

62.3%

Arista Networks

Market Cap: US$159.2b

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$126.68

7D

9.1%

1Y

85.8%

Amphenol

Market Cap: US$157.3b

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

APH

US$128.00

7D

7.4%

1Y

110.2%

Flex

Market Cap: US$25.2b

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

FLEX

US$68.59

7D

13.2%

1Y

144.4%

TTM Technologies

Market Cap: US$10.1b

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.

New

TTMI

US$97.48

7D

10.4%

1Y

442.5%

Hewlett Packard Enterprise

Market Cap: US$32.7b

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

HPE

US$24.61

7D

8.8%

1Y

84.6%

Western Digital

Market Cap: US$100.0b

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$294.97

7D

17.2%

1Y

846.6%

Jabil

Market Cap: US$28.4b

Provides engineering, manufacturing, and supply chain solutions worldwide.

JBL

US$268.55

7D

8.5%

1Y

121.4%