26 companies

NetScout Systems

Market Cap: US$2.1b

Provides service assurance and cybersecurity solutions to protect digital business services against disruptions in the United States, Europe, Asia, and internationally.

New

NTCT

US$28.35

7D

1.4%

1Y

17.4%

F5

Market Cap: US$15.9b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

FFIV

US$274.63

7D

1.6%

1Y

-8.4%

Plexus

Market Cap: US$5.5b

Provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa.

PLXS

US$203.78

7D

17.4%

1Y

45.2%

Littelfuse

Market Cap: US$8.1b

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

LFUS

US$331.94

7D

12.1%

1Y

43.7%

Cognex

Market Cap: US$6.7b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.

CGNX

US$40.85

7D

3.5%

1Y

6.4%

ePlus

Market Cap: US$2.3b

Provides information technology (IT) solutions that enable organizations to optimize IT environment and supply chain processes in the United States and internationally.

PLUS

US$85.01

7D

-0.02%

1Y

6.0%

Ubiquiti

Market Cap: US$33.0b

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

UI

US$569.16

7D

4.1%

1Y

35.2%

Fabrinet

Market Cap: US$17.9b

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

FN

US$448.53

7D

-10.0%

1Y

116.5%

Badger Meter

Market Cap: US$4.5b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

BMI

US$147.43

7D

-10.3%

1Y

-32.0%

IPG Photonics

Market Cap: US$4.0b

Develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in materials processing, medical, and advanced applications worldwide.

IPGP

US$98.92

7D

9.1%

1Y

39.5%

Calix

Market Cap: US$3.1b

Provides 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$48.12

7D

-14.0%

1Y

18.1%

Keysight Technologies

Market Cap: US$38.3b

Provides electronic design and test solutions worldwide.

KEYS

US$227.16

7D

4.3%

1Y

29.1%

Arista Networks

Market Cap: US$174.2b

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$139.39

7D

-5.0%

1Y

24.1%

Sandisk

Market Cap: US$102.6b

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$695.51

7D

31.8%

1Y

n/a

Quantum Computing

Market Cap: US$2.1b

An integrated photonics company, provides quantum machines to commercial and government markets in the United States.

QUBT

US$9.65

7D

-14.7%

1Y

-2.0%

Bel Fuse

Market Cap: US$2.7b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

BELF.A

US$199.40

7D

3.7%

1Y

138.7%

Applied Optoelectronics

Market Cap: US$3.0b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.

AAOI

US$46.12

7D

23.3%

1Y

70.1%

Pure Storage

Market Cap: US$23.2b

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

PSTG

US$68.37

7D

-7.8%

1Y

0.03%

Ondas

Market Cap: US$4.5b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

ONDS

US$11.38

7D

-7.2%

1Y

573.4%

nLIGHT

Market Cap: US$2.5b

Designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications.

LASR

US$49.98

7D

8.7%

1Y

345.5%

Knowles

Market Cap: US$2.1b

Offers capacitors, radio frequency (RF) and microwave filters, balanced armature speakers, and medtech microphones in Asia, the United States, Europe, rest of Americas, and internationally.

KN

US$24.59

7D

1.5%

1Y

32.7%

GPGI

Market Cap: US$7.0b

Operates as a diversified, multi-industry compounder comprised of companies in various industries.

GPGI

US$23.53

7D

-4.0%

1Y

48.5%

IonQ

Market Cap: US$13.7b

Develops quantum computers and networks in the United States.

IONQ

US$38.47

7D

-15.4%

1Y

-8.1%

Advanced Energy Industries

Market Cap: US$9.9b

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

AEIS

US$263.03

7D

1.3%

1Y

136.1%

TE Connectivity

Market Cap: US$66.6b

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

TEL

US$226.35

7D

-1.9%

1Y

56.4%

Teledyne Technologies

Market Cap: US$28.8b

Provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally.

TDY

US$640.42

7D

4.0%

1Y

24.5%