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Industries

Scientific & Technical Instruments

Technology
#79 of 100▲8·11 names·$246BRanked by 1M vs S&P 500
1D
-1.3%
vs S&P -0.9%
1W
+3.5%
vs S&P +0.9%
1M
-1.6%
vs S&P +0.7%
3M
-11.3%
vs S&P -9.0%
Breadth
36%
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 tools142 sourcesCOHR

11 names in this industry

S&P 500Reference1D -0.4%1W +2.6%1M -2.3%3M -2.4%

VNTVontier Corporation
+1.1%+3.3%+31.1%+35.0%
FTVFortive Corporation
+0.1%+3.9%+17.5%+12.0%
TDYTeledyne Technologies Incorporated
-0.6%+4.1%+3.8%-5.0%
GRMNGarmin Ltd.
-1.1%-0.9%-0.8%-8.0%
MKSIMKS Inc.
-2.6%+12.2%-5.6%-32.8%
STSensata Technologies Holding plc
-2.2%-1.9%-6.7%-16.0%
TRMBTrimble Inc.
-0.3%+2.8%-8.7%-0.1%
CGNXCognex Corporation
-1.5%+4.7%-10.2%-24.9%
NOVTNovanta Inc.
+1.2%-12.0%-11.8%-29.6%
COHRCoherent Corp.
-6.0%+13.1%-12.9%-37.9%
KEYSKeysight Technologies, Inc.
-2.2%+9.4%-13.0%-17.6%

6 recent connections

Aug 4Chinese Data Center Device Ban Creates Moat for US Optical Interconnect Mid-CapsCOHRAug 2Memory Shortage Through 2028 Starves AI Inference Hardware — Long HBM Packaging BeneficiariesCOHRJul 24Nokia's AI Network Surge Exposes Underpriced US Optical Transport Mid-CapsCOHRMay 28Marvell's AI Custom-Chip Surge Is a Hidden Tailwind for Optical Interconnect SuppliersCOHRMay 28Snowflake's AWS Mega-Deal Signals Hyperscaler Data-Layer War — Long Storage Infrastructure PicksCOHRMay 14Cisco's AI Networking Beat Signals Infrastructure Layer Repricing, Not Just Hyperscaler HypeCOHR

Adjacent

Communication EquipmentComputer HardwareElectrical Equipment & PartsElectronic ComponentsSemiconductor Equipment & MaterialsSemiconductorsSpecialty Industrial Machinery

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

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