21 companies

Coherent

Market Cap: US$68.8b

Develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.

COHR

US$306.43

7D

-6.7%

1Y

249.2%

Fabrinet

Market Cap: US$21.5b

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

FN

US$482.59

7D

-8.2%

1Y

69.2%

Advanced Energy Industries

Market Cap: US$14.0b

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

AEIS

US$314.43

7D

-4.0%

1Y

109.0%

Seagate Technology Holdings

Market Cap: US$204.8b

Engages in providing data storage solutions in Singapore, the United States, the Netherlands, and internationally.

STX

US$903.68

7D

2.9%

1Y

470.5%

Flex

Market Cap: US$48.0b

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$120.24

7D

-1.8%

1Y

141.6%

Sanmina

Market Cap: US$11.6b

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$198.28

7D

-2.2%

1Y

76.3%

Ciena

Market Cap: US$63.0b

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$405.54

7D

4.6%

1Y

356.8%

Calix

Market Cap: US$2.5b

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

CALX

US$39.16

7D

-1.2%

1Y

-30.6%

Belden

Market Cap: US$5.4b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

BDC

US$129.40

7D

-3.9%

1Y

2.6%

Corning

Market Cap: US$149.2b

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$159.90

7D

0.4%

1Y

147.8%

Western Digital

Market Cap: US$193.3b

Engages in the development, manufacture, and sale of 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$496.16

7D

13.3%

1Y

554.0%

Jabil

Market Cap: US$38.8b

Provides engineering, manufacturing, and supply chain solutions worldwide.

JBL

US$338.62

7D

-5.0%

1Y

64.3%

TTM Technologies

Market Cap: US$14.9b

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$125.71

7D

-3.8%

1Y

210.4%

Everpure

Market Cap: US$38.9b

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

P

US$117.06

7D

7.0%

1Y

104.6%

IEH

Market Cap: US$79.3m

Designs, develops and manufactures printed circuit board connectors and custom interconnects for high-performance applications in the United States and internationally.

IEHC

US$30.52

7D

3.3%

1Y

213.0%

Novanta

Market Cap: US$6.4b

Provides precision medicine, precision manufacturing, medical solutions, robotics and automation solutions, and advanced surgery solutions in the United States and internationally.

NOVT

US$157.11

7D

-6.3%

1Y

30.7%

Vishay Intertechnology

Market Cap: US$5.5b

Manufactures and sells discrete semiconductors and passive electronic components in the United States, Germany, rest of Europe, Israel, and Asia.

VSH

US$33.52

7D

0.7%

1Y

126.6%

Super Micro Computer

Market Cap: US$24.2b

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

SMCI

US$37.41

7D

-0.5%

1Y

-12.2%

Arista Networks

Market Cap: US$254.5b

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$193.18

7D

-2.4%

1Y

45.5%

Clearfield

Market Cap: US$400.2m

Designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.

New

CLFD

US$28.15

7D

-4.4%

1Y

-11.9%

Amphenol

Market Cap: US$210.7b

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

APH

US$159.57

7D

-4.6%

1Y

45.1%