17 companies

Lumentum Holdings

Market Cap: US$26.3b

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

LITE

US$389.88

7D

16.5%

1Y

368.5%

Super Micro Computer

Market Cap: US$18.6b

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

SMCI

US$31.07

7D

-1.0%

1Y

-4.1%

Ciena

Market Cap: US$32.4b

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$236.75

7D

9.5%

1Y

170.2%

Corning

Market Cap: US$75.3b

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

GLW

US$88.40

7D

0.3%

1Y

86.1%

Pure Storage

Market Cap: US$22.8b

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

PSTG

US$67.32

7D

-3.2%

1Y

5.5%

Fabrinet

Market Cap: US$17.0b

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

FN

US$483.55

7D

2.9%

1Y

118.9%

Coherent

Market Cap: US$29.2b

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$190.98

7D

7.0%

1Y

92.9%

Sandisk

Market Cap: US$34.8b

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$241.05

7D

19.4%

1Y

n/a

Seagate Technology Holdings

Market Cap: US$64.6b

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

STX

US$282.85

7D

-1.0%

1Y

219.5%

Amphenol

Market Cap: US$165.6b

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

APH

US$135.14

7D

4.0%

1Y

90.4%

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$24.70

7D

2.7%

1Y

13.2%

Ubiquiti

Market Cap: US$34.2b

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

UI

US$575.14

7D

3.6%

1Y

66.8%

Arista Networks

Market Cap: US$165.1b

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$130.73

7D

3.8%

1Y

15.6%

Flex

Market Cap: US$23.8b

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

FLEX

US$63.78

7D

-5.9%

1Y

64.9%

Trimble

Market Cap: US$19.2b

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$81.95

7D

2.2%

1Y

15.1%

Jabil

Market Cap: US$24.2b

Provides engineering, manufacturing, and supply chain solutions worldwide.

JBL

US$229.78

7D

3.9%

1Y

57.7%

Western Digital

Market Cap: US$61.9b

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$176.76

7D

2.7%

1Y

187.1%