AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 6M | Chokepoints |
|---|---|---|---|---|---|---|
| AJNMY | Ajinomoto Co., Inc. (ADR) | core | $32.06-1.0% | $31.0B | +3.1% | substrates-materials |
| AMD | Advanced Micro Devices, Inc. | core | $553.41+4.2% | $850.0B | +53.5% | accelerators-capex |
| AMKR | Amkor Technology, Inc. | core | $38.69+5.1% | $21.0B | -45.6% | advanced-packaging |
| ANTHROPIC | Anthropic PBC | core | private | — | via AMZN, GOOGL, VCX | private-giants |
| ASML | ASML Holding N.V. | core | $1611.34+1.3% | $710.0B | +12.9% | lithography-euv · foundry-leading-edge |
| AVGO | Broadcom Inc. | core | $345.44+4.9% | $1.8T | -18.0% | accelerators-capex |
| CEG | Constellation Energy Corporation | core | $259.13+2.6% | $89.0B | -15.8% | power-grid |
| COHR | Coherent Corp. | core | $229.20+3.5% | $70.0B | -30.4% | optical-interconnect |
| CRDO | Credo Technology Group Holding Ltd | core | $160.94+6.5% | $45.0B | -12.7% | optical-interconnect |
| ENTG | Entegris, Inc. | core | $145.15+3.5% | $24.0B | +2.0% | substrates-materials |
| ETN | Eaton Corporation plc | core | $378.19+1.7% | $152.0B | -11.1% | power-grid |
| FN | Fabrinet | core | $333.92+2.7% | $22.0B | -52.7% | optical-interconnect |
| GEV | GE Vernova Inc. | core | $881.21+3.1% | $260.0B | -17.1% | power-grid |
| GOOGL | Alphabet Inc. | core | $319.67+0.9% | $4.4T | -17.1% | accelerators-capex · private-giants |
| IBIDF | Ibiden Co., Ltd. | core | $53.00-11.0% | $43.0B | +22.3% | substrates-materials |
| KLAC | KLA Corporation | core | $150.40+0.8% | $312.0B | -12.9% | lithography-euv |
| LITE | Lumentum Holdings Inc. | core | $843.00+3.0% | $68.0B | -11.3% | optical-interconnect |
| MOD | Modine Manufacturing Company | core | $134.24+3.0% | $15.0B | -49.7% | cooling-thermal |
| MRVL | Marvell Technology, Inc. | core | $241.00+3.1% | $250.0B | +46.1% | optical-interconnect |
| MU | Micron Technology, Inc. | core | $924.20+2.3% | $1.1T | +70.5% | hbm-memory |
| NVDA | NVIDIA Corporation | core | $217.87+0.9% | $5.0T | +9.8% | accelerators-capex |
| NVT | nVent Electric plc | core | $133.60+3.4% | $27.0B | -15.9% | cooling-thermal |
| OPENAI | OpenAI Group PBC | core | private | — | via MSFT, SFTBY, VCX | private-giants |
| SUOPY | SUMCO Corporation (foreign ordinary) | core | $29.14-2.2% | $9.3B | -10.3% | substrates-materials |
| TRUMPF | TRUMPF SE + Co. KG | core | private | — | via — | lithography-euv |
| TSM | Taiwan Semiconductor Manufacturing Co. (ADR) | core | $431.59+1.7% | $1.9T | +8.5% | advanced-packaging · foundry-leading-edge |
| VRT | Vertiv Holdings Co | core | $208.29+4.3% | $121.0B | -36.6% | cooling-thermal |
| VST | Vistra Corp. | core | $145.77+2.9% | $54.0B | -6.1% | power-grid |
| ZEISSSMT | Carl Zeiss SMT GmbH | core | private | — | via ASML | lithography-euv · foundry-leading-edge |
| AMAT | Applied Materials, Inc. | watch | $390.96+0.9% | $490.0B | +0.5% | lithography-euv |
| AMZN | Amazon.com, Inc. | watch | $251.09+0.8% | $2.6T | -6.4% | accelerators-capex · private-giants |
| ANET | Arista Networks, Inc. | watch | $182.57+3.0% | $213.0B | +5.7% | optical-interconnect |
| ASX | ASE Technology Holding Co., Ltd. (ADR) | watch | $40.94+2.6% | $82.0B | +29.6% | advanced-packaging |
| BESIY | BE Semiconductor Industries N.V. (ADR) | watch | $178.39+9.2% | $26.0B | -39.1% | hbm-memory · advanced-packaging |
| CAMT | Camtek Ltd. | watch | $125.62+1.9% | $8.5B | -32.7% | hbm-memory · advanced-packaging |
| COOLIT | CoolIT Systems | watch | private | — | via ECL | cooling-thermal |
| CRWV | CoreWeave, Inc. | watch | $58.45+5.9% | $60.0B | -50.9% | private-giants |
| ECL | Ecolab Inc. | watch | $291.05+0.7% | $74.0B | +12.2% | cooling-thermal |
| FORM | FormFactor, Inc. | watch | $105.56+4.4% | $11.0B | -23.2% | hbm-memory |
| FUJIY | FUJIFILM Holdings Corporation (ADR) | watch | $10.82+0.6% | $27.0B | +18.9% | substrates-materials |
| HUBB | Hubbell Incorporated | watch | $439.27-4.4% | $26.0B | -13.6% | power-grid |
| INTC | Intel Corporation | watch | $93.55+3.4% | $600.0B | -6.1% | foundry-leading-edge |
| LRCX | Lam Research Corporation | watch | $239.28+0.7% | $480.0B | -6.8% | lithography-euv |
| META | Meta Platforms, Inc. | watch | $625.25-0.8% | $1.5T | +2.7% | accelerators-capex |
| MKKGY | Merck KGaA (ADR) | watch | $32.08-0.0% | $62.0B | +24.1% | substrates-materials |
| MSFT | Microsoft Corporation | watch | $531.12-0.3% | $2.8T | +28.2% | accelerators-capex · private-giants |
| ONTO | Onto Innovation Inc. | watch | $210.00+3.2% | $16.0B | -28.3% | hbm-memory · advanced-packaging |
| PWR | Quanta Services, Inc. | watch | $573.81+1.8% | $108.0B | -22.7% | power-grid |
| SBGSY | Schneider Electric SE (unsponsored ADR) | watch | $53.77+2.9% | $170.0B | -15.4% | cooling-thermal |
| SFTBY | SoftBank Group Corp. (unsponsored ADR) | watch | $14.42+3.1% | $270.0B | -18.7% | private-giants |
| SHWDF | Resonac Holdings Corporation (foreign ordinary) | watch | $97.87-0.0% | $22.0B | +19.2% | substrates-materials |
| SSNLF | Samsung Electronics Co., Ltd. (unsponsored OTC ordinary) | watch | $65.21+0.0% | $1.5T | 0.0% | hbm-memory · foundry-leading-edge |
| TLN | Talen Energy Corporation | watch | $346.79+2.7% | $18.0B | -6.8% | power-grid |
| AAOI | Applied Optoelectronics, Inc. | speculative | $73.90+2.7% | $13.0B | -59.7% | optical-interconnect |
| BOYD | Boyd Corporation | speculative | private | — | via — | cooling-thermal |
| CLF | Cleveland-Cliffs Inc. | speculative | $13.93+4.1% | $7.6B | +32.6% | power-grid |
| SHECY | Shin-Etsu Chemical Co., Ltd. | speculative | $18.37-0.4% | $85.0B | -18.5% | foundry-leading-edge · substrates-materials |
| TOKCF | Tokyo Ohka Kogyo Co., Ltd. (foreign ordinary) | speculative | $52.47-0.0% | $8.4B | -6.7% | substrates-materials |
| VCX | The Fundrise Innovation Fund | speculative | $24.86-0.7% | — | -73.7% | private-giants |
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