| 100 | ARW | IT Distribution / Systems | T2 | capacity | network/systems | 227.67 | +5.0% | 11.6B | 10.6 | 0.95 | 3.3 | -4.1% | 2026-08-06·1d | Arrow Electronics to Post Q2 Results: What's in Store for the Stock? |
| 100 | COHR | AI Networking / Photonics | T3 | qualification | modules/engines | 323.73 | +12.3% | 63.3B | 39 | 0.92 | 5.2 | -26.4% | 2026-08-12·7d | New report warns China transceiver ban would hurt U.S. AI giants |
| 100 | AAOI | AI Networking / Photonics | T3 | qualification | modules/engines | 131.63 | +19.4% | 10.6B | 27.6 | 0.78 | 12.9 | -43.7% | 2026-08-06·1d | New report warns China transceiver ban would hurt U.S. AI giants |
| 100 | LITE | AI Networking / Photonics | T3 | qualification | modules/engines | 849.47 | +8.9% | 66.1B | 45.3 | 0.63 | 12.5 | -21.8% | 2026-08-11·6d | New report warns China transceiver ban would hurt U.S. AI giants |
| 100 | SCCO | Grid / Materials / Commodities | T8 | materials | materials | 195.16 | +5.0% | 162.8B | 27 | 5.41 | 23.0 | -12.0% | 2026-10-27·83d | Southern Copper (SCCO) Stock Looks Fully Valued After A 289% Run |
| 100 | SMCI | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 31.69 | +10.7% | 20.5B | 9.6 | 0.91 | 19.6 | -46.1% | 2026-08-11·6d | Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push? |
| 100 | UCTT | Semi Equipment / Subsystems | T5 | tooling | test/yield | 84.54 | -5.2% | 3.8B | 14.4 | 0.99 | 10.7 | -41.4% | 2026-11-03·90d | Ultra Clean Holdings (UCTT) Stock Still Looks Undervalued Despite A 291% Run |
| 100 | WDC | AI Memory / Storage | T4 | capacity | devices/chips | 548.56 | +4.0% | 189.1B | 29.9 | 0.48 | 7.6 | -31.4% | 2026-08-05·0d | Dow Jones and S&P 500 set to notch new highs despite AMD and SpaceX falls |
| 97 | CLS | AI Networking / Photonics | T3 | qualification | modules/engines | 371.15 | +8.6% | 42.7B | 18.7 | 1 | 2.7 | -21.7% | 2026-10-26·82d | Zacks.com featured highlights Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls |
| 96 | AMAT | Semi Equipment / Subsystems | T5 | tooling | test/yield | 546.62 | +5.5% | 434.0B | 32.2 | 1.31 | 2.1 | -26.1% | 2026-08-13·8d | Michael Burry warns of 1987-style crash, holds Nvidia shorts |
| 95 | AEHR | Semi Equipment / Subsystems | T5 | tooling | test/yield | 109.89 | +19.8% | 3.6B | 79.4 | 0.9 | 15.6 | -13.2% | 2026-10-08·64d | Microsoft vs. Aehr Test Systems: Comparing Revenue Trends Between These Artificial Intelligence Companies |
| 94 | MTSI | AI Networking / Photonics | T3 | qualification | modules/engines | 273.31 | +6.7% | 20.9B | 39.4 | 2.05 | 3.0 | -34.8% | 2026-08-06·0d | MACOM Technology to Report Q3 Earnings: What's in Store for the Stock? |
| 94 | NVDA | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 211.94 | +2.6% | 5.13T | 16.4 | 0.57 | 1.4 | -10.4% | 2026-08-26·21d | Nvidia stock rises, as Musk says SpaceX will exclusively use company's chips |
| 93 | AVGO | AI Networking / Photonics | T3 | qualification | modules/engines | 418.16 | +6.6% | 1.99T | 21.5 | 0.44 | 1.5 | -15.5% | 2026-09-02·28d | Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs |
| 93 | JBL | AI Networking / Photonics | T3 | qualification | modules/engines | 340 | +6.8% | 35.6B | 20.3 | 0.82 | 3.7 | -20.7% | 2026-09-24·49d | CLS Stock Surges 20.1% in Six Months: Is There More Upside Ahead? |
| 92 | FORM | Semi Equipment / Subsystems | T5 | tooling | test/yield | 120.3 | +10.6% | 9.4B | 34.6 | 1.39 | 5.1 | -24.9% | 2026-10-28·84d | ASE Technology Surges 82% in 6 Months: Buy, Sell or Hold the Stock? |
| 92 | ICHR | Semi Equipment / Subsystems | T5 | tooling | test/yield | 71.27 | -11.2% | 2.7B | 22.3 | 0.79 | 6.4 | -37.3% | 2026-11-02·89d | ICHR Q2 Earnings Beat Estimates on Margin Gains, Revenues Rise Y/Y |
| 92 | LRCX | Semi Equipment / Subsystems | T5 | tooling | test/yield | 317.74 | +7.8% | 397.6B | 27.6 | 1.38 | 2.6 | -27.5% | 2026-10-21·77d | Zacks.com featured highlights Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls |
| 91 | AVT | IT Distribution / Systems | T2 | capacity | network/systems | 92.53 | +4.1% | 7.6B | 11.6 | 2.65 | 9.2 | -2.9% | — | Avnet (NASDAQ:AVT) Reports Bullish Q2 CY2026, Stock Soars |
| 90 | STX | AI Memory / Storage | T4 | capacity | devices/chips | 845.35 | +1.7% | 191.9B | 15.3 | 0.49 | 3.7 | -26.2% | 2026-10-27·83d | The Zacks Analyst Blog Highlights Comfort Systems, The Goldman Sachs, Vertiv, Seagate and The Travelers |
| 88 | FN | AI Networking / Photonics | T3 | qualification | modules/engines | 531.03 | +16.5% | 19.0B | 30.7 | — | 7.4 | -29.1% | 2026-08-17·12d | Does Owning Celestica Really Diversify Your Portfolio? |
| 88 | DELL | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 467.27 | +8.9% | 301.9B | 21.4 | 0.66 | 4.3 | -2.0% | 2026-09-03·29d | Dell Stock Surged 260% This Year, and Here’s All the Reasons Why |
| 88 | TER | Semi Equipment / Subsystems | T5 | tooling | test/yield | 403.56 | +10.3% | 63.1B | 34.9 | 0.94 | 5.4 | -17.3% | 2026-10-21·77d | Teradyne Is Overvalued at 10.36X PS: Should You Still Buy the Stock? |
| 87 | SIMO | AI Memory / Storage | T4 | capacity | devices/chips | 268.49 | +6.8% | 9.1B | 16.9 | 0.7 | 2.4 | -24.4% | 2026-10-29·85d | Should Investors Buy SIMO or Wait Despite Its Premium Valuation? |
| 87 | SNX | IT Distribution / Systems | T2 | capacity | network/systems | 263.79 | +3.9% | 21.1B | 12.3 | 0.9 | 2.4 | -11.0% | 2026-09-24·49d | Zacks.com featured highlights Micron, NVIDIA and TD SYNNEX |
| 87 | TSM | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 417.17 | +2.7% | 2.16T | 19.3 | 0.99 | 0.7 | -12.9% | 2026-10-15·70d | Pinnacle West Capital Q2 Earnings Call Highlights |
| 85 | AMD | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 518.58 | +7.0% | 845.6B | 37.3 | 1.14 | 2.5 | -11.3% | 2026-11-03·90d | Stock market today: Dow and S&P 500 edge higher as Trump says Hormuz deal is close, Nasdaq digests tech earnings |
| 85 | CRDO | AI Networking / Photonics | T3 | qualification | modules/engines | 237.92 | +9.0% | 44.4B | 26.2 | — | 3.6 | -22.9% | 2026-09-02·28d | Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028. |
| 85 | LASR | Semi Equipment / Subsystems | T5 | tooling | test/yield | 77.18 | +10.1% | 4.4B | 114.2 | 1.78 | 5.2 | -11.2% | 2026-08-06·1d | Entegris (ENTG) Q2 Earnings and Revenues Surpass Estimates |
| 85 | NUE | Grid / Materials / Commodities | T8 | materials | materials | 274.04 | +4.9% | 62.4B | 14.6 | 5.21 | 2.3 | -0.1% | 2026-10-26·82d | Dow Jones Futures Rise; SpaceX, AMD Dive As Arista, Eli Lilly Jump With S&P 500 At Highs |
| 85 | PPL | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 35.18 | -0.1% | 26.5B | 16.6 | 1.37 | 6.2 | -12.3% | 2026-08-07·1d | Duke Energy (DUK) Surpasses Q2 Earnings Estimates |
| 85 | SRE | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 86.65 | -1.2% | 56.6B | 15.6 | 0.79 | 2.4 | -14.2% | 2026-08-06·0d | Sempra (SRE) Stock Trades At A Premium Near Fair Value |
| 84 | DIOD | Semi Equipment / Subsystems | T5 | tooling | test/yield | 88.29 | +7.5% | 4.1B | 17.7 | 0.93 | 7.3 | -29.9% | 2026-08-05·0d | Diodes (DIOD) Moves to Buy: Rationale Behind the Upgrade |
| 84 | HPE | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 52.39 | +4.3% | 69.4B | 13.1 | 0.85 | 5.6 | -18.5% | 2026-09-03·29d | Hewlett Packard Enterprise (HPE) In Focus As AI Narrative Tests Valuation |
| 84 | NVMI | Semi Equipment / Subsystems | T5 | tooling | test/yield | 413.5 | +5.0% | 13.2B | 31.9 | 1.46 | 4.1 | -32.9% | 2026-08-06·0d | 2 Cash-Heavy Stocks with Promising Prospects and 1 We Brush Off |
| 84 | STLD | Grid / Materials / Commodities | T8 | materials | materials | 265.1 | +2.6% | 38.0B | 14.1 | 11.95 | 3.1 | -8.2% | 2026-10-19·75d | Reddit initiated, Caterpillar downgraded: Wall Street's top analyst calls |
| 82 | FCX | Grid / Materials / Commodities | T8 | materials | materials | 67.3 | +5.8% | 94.2B | 16.5 | 5.7 | 2.0 | -6.9% | 2026-10-22·77d | FCX Flashes Buy Signal; This Is Fueling Copper, Rare Earth Stocks |
| 82 | VST | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 143.23 | -8.2% | 48.3B | 13.9 | 0.44 | 4.3 | -34.8% | 2026-08-07·1d | Jobs Report, Berkshire Earnings: What to Watch the Rest of the Week |
| 81 | AMBA | Semi Equipment / Subsystems | T5 | tooling | test/yield | 82.23 | -0.5% | 3.6B | 71.7 | 2.28 | 10.9 | -15.0% | 2026-08-27·22d | Ichor Holdings (ICHR) Q2 Earnings Top Estimates |
| 79 | CEG | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 267.25 | -2.4% | 95.4B | 20.1 | 3.74 | 3.3 | -35.2% | 2026-08-06·0d | Latest News In Energy Transition - Advantage Renewables Boosts Michigan Grid With Battery Projects |
| 78 | EQIX | Data Center REIT / Infrastructure | T1 | capacity | end demand/deployment | 1,051.53 | +1.9% | 103.8B | 56.5 | 3.28 | 2.2 | -6.8% | 2026-10-28·84d | Is Dell (DELL) Quietly Becoming the Backbone of AI Infrastructure Across Sectors? |
| 78 | CLF | Grid / Materials / Commodities | T8 | materials | materials | 12.31 | +9.7% | 7.0B | 24.1 | 0.43 | 14.8 | -26.3% | 2026-10-19·74d | Cleveland-Cliffs (CLF)'s Technical Outlook is Bright After Key Golden Cross |
| 78 | RMBS | Semi Equipment / Subsystems | T5 | tooling | test/yield | 100.55 | +9.0% | 10.9B | 27.2 | 3.8 | 5.7 | -42.2% | 2026-10-26·82d | Rambus’s (RMBS) Margin Problem: When Record Revenue Isn’t the Whole Story |
| 77 | ARM | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 280.56 | +17.4% | 299.6B | 91.4 | 1.97 | 12.0 | -38.0% | 2026-11-04·91d | US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Risks Linger |
| 77 | KLAC | Semi Equipment / Subsystems | T5 | tooling | test/yield | 195.45 | +7.0% | 255.3B | 29.8 | 1.75 | 2.4 | -36.4% | 2026-10-28·84d | KLA (KLAC) Stock Looks Fully Valued After Its Huge Run |
| 77 | IONQ | Quantum / Satellite / Frontier | T9 | speculation | frontier | 41.72 | +7.4% | 15.6B | -37.1 | — | 12.7 | -50.7% | 2026-08-05·0d | IONQ, RGTI, QBTS Stocks Lag In 2026, But Retail Traders Continue To Buy The Quantum Vision |
| 77 | SO | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 93.25 | +0.3% | 107.3B | 18.9 | 2.41 | 3.2 | -7.5% | 2026-10-29·84d | Worried About the Market? Hide Out in These 3 High-Yielding Dividend Stocks |
| 75 | COR | Data Center REIT / Infrastructure | T1 | capacity | end demand/deployment | 306.28 | -0.7% | 59.6B | 15.5 | 0.66 | 3.4 | -18.9% | — | Cencora’s (NYSE:COR) Q2 CY2026 Earnings Results: Revenue In Line With Expectations |
| 75 | PLTR | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 162.66 | +29.4% | 389.9B | 77.7 | 1.76 | 3.6 | -21.6% | 2026-11-02·89d | Earnings live updates: Eli Lilly stock pops on upbeat guidance, Uber stock slides |
| 74 | TEL | IT Distribution / Systems | T2 | capacity | network/systems | 216.82 | +5.8% | 62.9B | 16.8 | 0.88 | 3.3 | -14.2% | 2026-10-28·83d | TTMI Stock Before Q2 Earnings Release: To Buy or Not to Buy? |
| 73 | CDNS | AI Memory / Storage | T4 | capacity | devices/chips | 340.62 | +1.3% | 93.8B | 35.7 | 3.11 | 2.3 | -18.3% | 2026-10-26·82d | 2 Profitable Stocks to Keep an Eye On and 1 Facing Headwinds |
| 73 | SONY | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 22.35 | -1.2% | 131.2B | 18.8 | 2.15 | 0.2 | -26.3% | 2026-11-05·91d | Why Sony Group (TSE:6758) Is Up 11.1% After Raising Full-Year Earnings Guidance – And What's Next |
| 72 | NEE | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 87.2 | +0.8% | 181.9B | 19.7 | 1.9 | 0.0 | -11.7% | 2026-10-27·82d | Duke Energy Q2 Earnings Call Highlights |
| 71 | ASTS | Quantum / Satellite / Frontier | T9 | speculation | frontier | 70.31 | +10.7% | 27.3B | -270.2 | — | 19.9 | -47.5% | 2026-08-10·5d | Nasdaq, S&P 500 Futures Rise On Hormuz Deal Hopes, ADP Jobs Data Eyed: Why AMD, SPCX, ASTS, MSFT, PLTR, RKLB, SLV Are In Focus |
| 69 | LWLG | AI Networking / Photonics | T3 | qualification | modules/engines | 7.95 | +16.6% | 1.2B | — | — | 14.7 | -57.5% | 2026-08-11·5d | Lightwave Logic Appoints Fred Graffam as Chief Financial Officer |
| 69 | ONTO | Semi Equipment / Subsystems | T5 | tooling | test/yield | 287.6 | +7.1% | 14.3B | 28.9 | 1.25 | 6.8 | -25.6% | 2026-08-06·1d | Ultra Clean Q2 Earnings Beat Estimates, Revenues Increase Y/Y |
| 67 | AEM | Grid / Materials / Commodities | T8 | materials | materials | 150.61 | +2.2% | 76.3B | 12.1 | 28.15 | 0.9 | -41.0% | 2026-10-28·84d | Agnico Eagle Mines Eyes 20%-30% Gold Production Growth Through Organic Expansion |
| 66 | DUK | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 124.27 | -0.0% | 96.9B | 17.3 | 2.5 | 2.5 | -7.6% | 2026-11-05·91d | Duke Energy Q2 Earnings Call Highlights |
| 66 | INTC | AI Chip / Compute | T4 | foundry_capacity | devices/chips | 100.86 | +10.8% | 508.7B | 49.1 | 1.36 | 2.4 | -29.1% | 2026-10-22·78d | Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs |
| 56 | NNE | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 18.17 | +3.4% | 976M | -16 | — | 33.4 | -70.1% | 2026-08-12·7d | Ameresco Q2 Earnings Call Highlights |
| 55 | MT | Grid / Materials / Commodities | T8 | materials | materials | 75.21 | +4.7% | 56.7B | 10.3 | 0.42 | 0.6 | -0.3% | 2026-11-05·91d | ArcelorMittal & Microsoft Deepen Partnership With Azure. How to Play MT Stock Here. |
| 52 | QBTS | Quantum / Satellite / Frontier | T9 | speculation | frontier | 16.21 | -5.2% | 6.0B | -41.6 | — | 20.0 | -65.3% | 2026-08-06·0d | Sector Update: Tech Stocks Rise Late Afternoon |
| 49 | MRVL | AI Networking / Photonics | T3 | qualification | modules/engines | 218.59 | +12.8% | 196.2B | 35 | 1.06 | 4.3 | -33.7% | 2026-08-27·22d | Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs |
| 48 | OKLO | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 43.33 | +5.1% | 7.5B | -51.4 | — | 18.4 | -77.6% | 2026-08-07·1d | Oklo Reports Earnings on Aug. 7. Here's What Investors Should Be Watching. |
| 45 | AEP | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 128.35 | +0.0% | 69.9B | 18.7 | 2.18 | 6.1 | -8.7% | 2026-10-29·84d | World’s Largest Energy Lender Steers Federal Financing Toward Baseload, Transmission, and Nuclear |
| 45 | NRG | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 117.04 | -15.5% | 24.7B | 10.4 | 0.61 | 4.8 | -38.4% | 2026-11-05·91d | NRG Energy Q2 Earnings Call Highlights |
| 31 | EXC | Power / Utility / Data Center Energy | T1 | physical_input | end demand/power | 45.84 | +0.5% | 47.2B | 15.1 | 2.64 | 4.0 | -9.5% | 2026-11-03·89d | Exelon (EXC) Q2 2026 Earnings Call Transcript |
| 30 | DLR | Data Center REIT / Infrastructure | T1 | capacity | end demand/deployment | 193.89 | +1.4% | 73.0B | 66.1 | 13.65 | 0.0 | -6.8% | 2026-10-22·78d | Public Storage Q2 FFO Misses on Same-Store NOI Decline, Revenues Beat |