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| Name | Ticker | Country | AI Layer | Sentiment | USD Mkt Cap | USD Revenue | USD Net Income | P/E | USD Share Price | Identifiers |
|---|---|---|---|---|---|---|---|---|---|---|
| Tencent Holdings | 700 (Hong Kong) |
CHN
|
infra | 68.0% | 548.24B | 95.97B | 28.70B | 17.06 | 60.67 | CUSIP 88032Q109 ISIN US88032Q1094 FIGI BBG000BJ35F4 SEDOL BDDXVF8 |
| SoftBank | 9984 (Tokyo) |
JPN
|
infra | 62.0% | 209.59B | 48.50B | 23.25B | 10.86 | 36.78 | CUSIP J75963108 ISIN JP3436100006 FIGI BBG000CLY2D3 SEDOL 6770620 |
| Alibaba Group | 9988 (Hong Kong) |
CHN
|
infra | 62.0% | 348.17B | 129.80B | 11.85B | 25.47 | 18.14 | CUSIP 01609W102 ISIN US01609W1027 FIGI BBG000NZ2MN0 SEDOL B9448D9 |
| Applied Optoelectronics | AAOI (Nasdaq) |
USA
|
infra | 62.0% | 17.90B | 507.00M | -43.34M | — | 223.10 | CUSIP 03823U102 ISIN US03823U1025 FIGI BBG000D6VW15 SEDOL BDRW1M6 |
| Aehr Test Systems | AEHR (Nasdaq) |
USA
|
infra | 62.0% | 3.25B | 45.26M | -11.42M | — | 103.25 | CUSIP 00760J108 ISIN US00760J1088 FIGI BBG000BWM083 SEDOL 2002542 |
| AsteraLabs | ALAB (Nasdaq) |
USA
|
infra | 72.0% | 38.41B | 1.00B | 267.62M | 139.19 | 224.09 | CUSIP 04626A103 ISIN US04626A1034 FIGI BBG00TDKHW99 SEDOL BMCPB86 |
| Aeluma | ALMU (Nasdaq) |
USA
|
infra | 62.0% | 568.37M | 5.23M | -2.74M | — | 31.49 | CUSIP M2039Q107 ISIN US00776X1090 FIGI BBG000R7ZLN1 SEDOL BKP8QJ1 |
| Amkor | AMKR (Nasdaq) |
USA
|
infra | 62.0% | 18.49B | 7.07B | 436.12M | 42.88 | 74.61 | CUSIP 031652100 ISIN US0316521006 FIGI BBG000BCKGW7 SEDOL 2249369 |
| Amazon | AMZN (Nasdaq) |
USA
|
infra models app | 72.0% | 2.91T | 742.78B | 90.80B | 31.85 | 270.13 | CUSIP 023135106 ISIN US0231351067 FIGI BBG000BVPV84 SEDOL 2000019 |
| Arista Networks | ANET (NYSE) |
USA
|
infra | 72.0% | 177.15B | 9.71B | 3.72B | 48.35 | 140.69 | CUSIP 040413106 ISIN US0404132054 FIGI BBG0068J0HN3 SEDOL BN33VM5 |
| ASE | ASX (Nasdaq) |
TWN
|
infra | 62.0% | 77.82B | 670.90B | 47.25B | 52.94 | 35.47 | CUSIP Q0428L102 ISIN US00211R1014 FIGI BBG000QXC6X9 SEDOL BF020B3 |
| AXT Inc | AXTI (Nasdaq) |
USA
|
infra | 62.0% | 7.98B | 95.89M | -14.26M | — | 121.94 | CUSIP 00246W103 ISIN US00246W1036 FIGI BBG000BHZ0N5 SEDOL 2247979 |
| Ciena | CIEN (Nasdaq) |
USA
|
infra | 62.0% | 81.71B | 5.12B | 229.05M | 370.45 | 577.90 | CUSIP 171779309 ISIN US1717793095 FIGI BBG000C0J7C8 SEDOL B1VNZR9 |
| Celestica | CLS (Nasdaq) |
CAN
|
infra | 62.0% | 42.83B | 13.79B | 958.60M | 45.05 | 372.55 | CUSIP 15101Q108 ISIN CA15101Q1081 FIGI BBG000C0C6K3 SEDOL BYSYZG7 |
| Coherent | COHR (Nasdaq) |
USA
|
infra | 62.0% | 78.98B | 6.60B | 400.61M | 178.63 | 403.71 | CUSIP 192479103 ISIN US1924791030 FIGI BBG000BGK6G9 SEDOL BKDZBZ0 |
| Credo Technology | CRDO (Nasdaq) |
USA
|
infra | 68.0% | 34.93B | 1.07B | 339.76M | 108.83 | 189.36 | CUSIP 225447101 ISIN US2254471014 FIGI BBG014CB6KT0 SEDOL BM9HBD2 |
| CoreWeave | CRWV (Nasdaq) |
USA
|
infra | 72.0% | 60.73B | 6.23B | -1.59B | — | 111.31 | CUSIP 80303D305 ISIN US21873S1087 FIGI BBG011ZTRJ21 SEDOL BTTRKN7 |
| Cisco | CSCO (Nasdaq) |
USA
|
infra | 62.0% | 402.38B | 59.05B | 11.08B | 35.74 | 101.87 | CUSIP 17275R102 ISIN US17275R1023 FIGI BBG000C3J3C9 SEDOL 2198163 |
| Dell Technologies | DELL (NYSE) |
USA
|
infra | 68.0% | 158.56B | 113.54B | 5.94B | 27.56 | 243.87 | CUSIP 24703L202 ISIN US24703L2025 FIGI BBG00DW3SZS1 SEDOL BDT5S35 |
| Digi Power X Inc. | DGXX (Nasdaq) |
USA
|
infra | 62.0% | 635.81M | 34.19M | -28.36M | — | 8.73 | CUSIP 253798102 ISIN US2537981027 FIGI BBG000BLN6S3 SEDOL 2269661 |
| Digital Realty | DLR (NYSE) |
USA
|
infra | 62.0% | 69.15B | 6.31B | 1.34B | 51.83 | 193.31 | CUSIP 253868103 ISIN US2538681030 FIGI BBG000BN5YX2 SEDOL B03GQS4 |
| Equinix | EQIX (Nasdaq) |
USA
|
infra | 62.0% | 106.25B | 9.53B | 1.42B | 74.40 | 1077.28 | CUSIP 29444U700 ISIN US29444U7000 FIGI BBG000B9XRY4 SEDOL 2130709 |
| Comfort Systems | FIX (Nasdaq) |
USA
|
infra | 62.0% | 71.62B | 10.14B | 1.22B | 58.13 | 2034.63 | CUSIP 199908104 ISIN US1999081046 FIGI BBG000BBJSN8 SEDOL 2379504 |
| Fabrinet | FN (Nasdaq) |
CYM
|
infra | 62.0% | 24.94B | 4.24B | 420.97M | 59.95 | 696.07 | CUSIP G3323L100 ISIN KYG3323L1004 FIGI BBG000Q4ZKG8 SEDOL B4JSZL8 |
| FormFactor | FORM (Nasdaq) |
USA
|
infra | 62.0% | 10.08B | 839.78M | 68.34M | 148.63 | 129.31 | CUSIP 346375108 ISIN US3463751089 FIGI BBG000D1ZG62 SEDOL B1HL0X6 |
| GOOGL (Nasdaq) |
USA
|
infra models app | 72.0% | 4.88T | 422.50B | 160.21B | 29.58 | 402.62 | CUSIP 02079K305 ISIN US02079K3059 FIGI BBG009S39JX6 SEDOL BD7V1M5 | |
| IBM | IBM (NYSE) |
USA
|
infra models app | 62.0% | 201.74B | 68.91B | 10.73B | 19.01 | 214.64 | CUSIP 459200101 ISIN US4592001014 FIGI BBG000BLNNH6 SEDOL 2005973 |
| Ichor | ICHR (Nasdaq) |
USA
|
infra | 62.0% | 2.58B | 959.25M | -50.69M | — | 74.32 | CUSIP 45100M109 ISIN US45100M1099 FIGI BBG00F9VSD27 SEDOL BD0Q3G7 |
| IREN | IREN (Nasdaq) |
AUS
|
infra | 62.0% | 19.72B | 757.07M | 158.05M | 71.65 | 55.17 | CUSIP Q4982L109 ISIN AU0000185993 FIGI BBG010J28KQ2 SEDOL BMQ80V2 |
| Lumentum | LITE (Nasdaq) |
USA
|
infra | 62.0% | 80.16B | 2.49B | 439.00M | 175.53 | 1030.37 | CUSIP 55024U109 ISIN US55024U1097 FIGI BBG0073F9SD2 SEDOL BYWJYY4 |
| Lightwave Logic | LWLG (Nasdaq) |
USA
|
infra | 62.0% | 2.29B | 236,855 | -20.31M | — | 15.19 | CUSIP 532275104 ISIN US5322751042 FIGI BBG000BX9GM5 SEDOL B01Y8N0 |
| Microsoft | MSFT (Nasdaq) |
USA
|
infra models app | 78.0% | 3.01T | 318.27B | 125.22B | 24.12 | 405.21 | CUSIP 594918104 ISIN US5949181045 FIGI BBG000BPH459 SEDOL 2588173 |
| Nebius Group | NBIS (Nasdaq) |
NLD
|
infra | 62.0% | 52.63B | 529.80M | 9.80M | 5181.75 | 207.27 | ISIN FI4000506811 FIGI BBG001NVJ6W4 |
| Cloudflare | NET (NYSE) |
USA
|
infra | 68.0% | 68.08B | 2.33B | -86.74M | — | 192.62 | CUSIP 18915M107 ISIN US18915M1071 FIGI BBG001WMKHH5 SEDOL BJXC5M4 |
| Nokia Corporation | NOKIA (Nasdaq HEL) |
FIN
|
infra | 62.0% | 77.87B | 23.40B | 905.74M | 85.14 | 13.95 | ISIN FI0009000681 FIGI BBG000BBWZ54 SEDOL 5902941 |
| Onto Innovation | ONTO (Nasdaq) |
USA
|
infra | 68.0% | 13.78B | 1.03B | 106.41M | 129.43 | 276.97 | CUSIP 68272Y107 ISIN US68272Y1073 FIGI BBG000BLN6S9 SEDOL BKZ7N95 |
| Oracle | ORCL (NYSE) |
USA
|
infra | 62.0% | 545.76B | 64.08B | 16.19B | 33.59 | 189.76 | CUSIP 68389X105 ISIN US68389X1054 FIGI BBG000BQLTW7 SEDOL 2411335 |
| POET Technologies Inc. | POET (Nasdaq) |
CAN
|
infra | 62.0% | 2.94B | 1.07M | -62.96M | — | 19.24 | CUSIP 73044T100 ISIN CA73044T1003 FIGI BBG000BVV7G8 SEDOL BDFV4G9 |
| Super Micro Computer | SMCI (Nasdaq) |
USA
|
infra | 72.0% | 19.25B | 33.70B | 1.25B | 17.30 | 32.00 | CUSIP 86800U104 ISIN US86800U3023 FIGI BBG000N9M8X8 SEDOL B1VQR35 |
| Semtech Corp | SMTC (Nasdaq) |
USA
|
infra | 62.0% | 13.01B | 1.05B | -40.38M | — | 139.74 | CUSIP 816850101 ISIN US8168501018 FIGI BBG000DBN4F0 SEDOL 2795544 |
| Seagate Technology | STX (Nasdaq) |
IRL
|
infra | 62.0% | 183.27B | 11.01B | 2.38B | 76.89 | 817.35 | CUSIP 86210M106 ISIN US86210M1062 FIGI BBG0113JGQF0 SEDOL BKVD2N4 |
| Schneider Electric | SU (Euronext Paris) |
FRA
|
infra | 68.0% | 176.41B | 46.99B | 4.87B | 33.59 | 314.08 | CUSIP F86921107 ISIN FR0000121972 FIGI BBG000BBWBV8 SEDOL 4834108 |
| VIAVI Solutions | VIAV (Nasdaq) |
USA
|
infra | 62.0% | 12.54B | 1.37B | -55.10M | — | 53.63 | CUSIP 925572308 ISIN US9255723087 FIGI BBG000BP7SQ4 SEDOL 2937764 |
| Vicor Corporation | VICR (Nasdaq) |
USA
|
infra | 62.0% | 14.10B | 426.70M | 136.68M | 103.78 | 309.27 | CUSIP 925815102 ISIN US9258151029 FIGI BBG000C3VQG0 SEDOL 2932330 |
| Vertiv Holdings | VRT (NYSE) |
USA
|
infra | 68.0% | 142.12B | 10.84B | 1.56B | 92.50 | 369.99 | CUSIP 92537N108 ISIN US92532M1091 FIGI BBG00Y7K0QJ3 SEDOL BL4Q7J9 |
| Western Digital | WDC (Nasdaq) |
USA
|
infra | 62.0% | 170.30B | 11.78B | 6.35B | 29.57 | 494.09 | CUSIP 958102105 ISIN US9581021055 FIGI BBG000BWNFZ9 SEDOL 2646727 |
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