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Industries

Electronic Components

Technology
#94 of 100▲4·10 names·$480BRanked by 1M vs S&P 500
1D
-1.1%
vs S&P -0.8%
1W
+14.3%
vs S&P +10.9%
1M
-9.8%
vs S&P -8.2%
3M
-22.3%
vs S&P -19.9%
Breadth
20%
of names above their 50-day average

Thesis reaching here

Spending on AI data centers keeps orders flowing to suppliers of chips, network gear, cables and chipmaking tools139 sourcesAPH FN GLW

10 names in this industry

S&P 500Reference1D -0.3%1W +3.3%1M -1.6%3M -2.4%

OLEDUniversal Display Corporation
-0.8%+3.0%+19.8%+1.0%
TELTE Connectivity plc
-0.2%+6.1%+4.2%+1.3%
LFUSLittelfuse, Inc.
+0.3%+14.5%-0.6%-12.9%
APHAmphenol Corporation
+1.7%+12.6%-2.5%-3.5%
FNFabrinet
-4.6%+20.2%-10.4%-38.2%
JBLJabil Inc.
+0.2%+9.7%-11.8%-28.6%
GLWCorning Incorporated
-1.0%+15.3%-15.4%-28.2%
FLEXFlex Ltd.
-0.9%+17.2%-22.0%-38.0%
TTMITTM Technologies, Inc.
-3.0%+22.7%-26.1%-45.4%
VICRVicor Corporation
-2.6%+21.1%-33.3%-30.3%

7 recent connections

Oct 27Meta's record $97.5 billion stock sale helps secure its fiber orders from CorningGLWAug 27Foldable iPhone's $2,000 Price Tag Is a Stealth Windfall for US OLED Display Supply ChainGLW OLEDAug 16US AI Alliance Push Forces Emerging-Market Cloud Buildout—Long US Hyperscaler Infrastructure SuppliersAPHAug 12Lumentum's $649M Components Surge (+103%) Implicates Fabrinet's Untouched Optical Module Assembly BookFNJul 8Nvidia's stock slide does not stop the data center build-out that pays Vertiv, Amphenol and CorningAPH GLWJun 6Marvell Technology (MRVL) set to join S&P 500 — index inclusion buying expected into June 22 rebalanceFLEXApr 27Marvell's AI Partnership Exit Reveals Optical Interconnect Hype Bubble in Small-Cap PhotonicsGLW

Adjacent

Communication EquipmentComputer HardwareElectrical Equipment & PartsScientific & Technical InstrumentsSemiconductor Equipment & MaterialsSemiconductorsSpecialty Industrial Machinery

Adjacency is derived from our own theses, never from price correlation.

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