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The chips, the data centres and the software behind the buildout.
33 companies
Every company here put through the same five checks on growth and cash generation. A theme can be exciting and still be full of companies that do not make money — this is where that shows.
| MU | Micron Technology, Inc. | A+ | $1.22T | $1,082.28 | 24.50 | $90.3B | 55.9% |
| AMZN | AMAZON COM INC | D | $2.69T | $249.67 | 20.09 | $775.7B | 17.4% |
| GOOGL | Alphabet Inc. | C+ | $4.22T | $343.92 | 17.27 | $445.9B | 54.8% |
| NVDA | NVIDIA CORP | A+ | $5.42T | $225.07 | 28.45 | $303B | 63.7% |
| DOCN | DigitalOcean Holdings, Inc. | A | $16.4B | $139.75 | 64.70 | $1B | 23.3% |
| META | Meta Platforms, Inc. | B+ | $1.93T | $751.66 | 28.32 | $228.2B | 29.8% |
| ORCL | Oracle Corporation | D+ | $414.6B | $137.10 | 21.49 | $71.8B | 26.4% |
| AVGO | Broadcom Inc. | A+ | $1.68T | $352.81 | 45.00 | $89.1B | 42.9% |
| SNDK | Sandisk Corporation | A+ | $260.3B | $1,777.80 | 24.26 | $20.2B | 56.5% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | A+ | $2.34T | $450.61 | 64.01 | $92.4B | 57.9% |
| TSLA | Tesla, Inc. | C | $1.47T | $372.11 | 344.55 | $103.6B | 3.7% |
| VRT | Vertiv Holdings Co | A+ | $97.5B | $253.28 | 57.30 | $11.5B | 15.1% |
| TER | TERADYNE, INC. | A+ | $62.3B | $398.38 | 54.72 | $4.5B | 25.8% |
| LRCX | LAM RESEARCH CORPORATION | B+ | $394.4B | $315.21 | 54.72 | $23.2B | 31.3% |
| CSCO | CISCO SYSTEMS, INC. | C+ | $420.7B | $106.70 | 31.95 | $63.3B | 21.0% |
| INTC | INTEL CORP | A- | $620.4B | $123.00 | — | $57B | -19.8% |
| LITE | Lumentum Holdings Inc. | A | $84.5B | $941.65 | — | $3B | -230.1% |
| PANW | Palo Alto Networks, Inc | A | $306.5B | $374.74 | 797.32 | $11.5B | 2.7% |
| MRVL | MARVELL TECHNOLOGY, INC | A+ | $229.7B | $261.94 | 86.45 | $9.5B | 27.9% |
| AMD | ADVANCED MICRO DEVICES INC | A+ | $1.03T | $630.63 | 162.12 | $41.3B | 15.6% |
| CLS | CELESTICA INC | A | $42B | $365.44 | 38.03 | $15.6B | 7.2% |
| COHR | COHERENT CORP. | D | $57.9B | $295.83 | 71.80 | $7.1B | 11.3% |
| ASML | ASML HOLDING NV | A+ | $672.1B | $1,743.94 | 62.03 | $40.2B | 30.1% |
| SNOW | SNOWFLAKE INC. | A | $118.5B | $335.94 | — | $5.4B | -20.1% |
| GLW | CORNING INC /NY | A+ | $135B | $156.74 | 71.57 | $17B | 11.2% |
| DDOG | Datadog, Inc. | A | $98.7B | $268.13 | 536.26 | $4B | 4.5% |
| CRWD | CrowdStrike Holdings, Inc. | A | $258.2B | $252.13 | 1,146.05 | $5.4B | 1.1% |
| FROG | JFrog Ltd. | A | $11B | $89.18 | — | $600M | -7.3% |
| CRDO | Credo Technology Group Holding Ltd | A+ | $39.7B | $210.97 | 74.81 | $1.6B | 33.8% |
| LSCC | Lattice Semiconductor Corp | C | $18.2B | $128.05 | 492.50 | $651.1M | 5.6% |
| MDB | MONGODB, INC. | A | $33.1B | $410.44 | — | $2.8B | 2.1% |
| AMAT | APPLIED MATERIALS INC /DE | C+ | $384.9B | $485.00 | 41.85 | $30.8B | 30.1% |
| CMI | CUMMINS INC. | A | $72.3B | $525.06 | 26.83 | $34.7B | 8.1% |
Fundamentals from SEC filings, prices from the last market-data pass. Sort by any column; companies with no figure sort last either way.
A hand-picked list, not a screen — membership is editorial and reviewed occasionally rather than recalculated. Every figure beside a company is our own, from its SEC filings and the latest price we hold.