ALAB
Astera Labs, Inc.
AI connectivity$367.15
-0.32 (-0.09%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Nov 18, 2024
AI CapEx investment sentiment
Company universeCompany Universe
Tracked AI CapEx universe translated into investment actions for infrastructure exposure.
AMAT
Applied Materials, Inc.
Semicap$567.25
+14.61 (+2.64%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Dec 26, 2023
AMD
Advanced Micro Devices, Inc.
Accelerators$511.57
+23.12 (+4.73%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Aug 13, 2024
AMZN
Amazon.com, Inc.
Hyperscaler$238.55
-2.96 (-1.23%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Nov 25, 2024
ANET
Arista Networks, Inc.
Networking$163.24
+6.84 (+4.37%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed May 22, 2025
ASML
ASML Holding N.V.
Semicap$1.86K
-35.93 (-1.89%)
Latest fetch
Never fetched
No stored filing
AVGO
Broadcom Inc.
Networking/ASIC$382.07
-3.50 (-0.91%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Jun 20, 2024
CDNS
Cadence Design Systems, Inc.
EDA$384.96
+1.22 (+0.32%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Dec 4, 2024
CLS
Celestica Inc.
AI manufacturing$393.12
+7.26 (+1.88%)
Latest fetch
Jun 11, 10:53 AM
Current-event report (8-K) filed Jan 2, 2025
COHR
Coherent Corp.
Optical interconnect$385.03
+21.45 (+5.90%)
Latest fetch
Jun 12, 10:53 AM
Current-event report (8-K) filed Aug 15, 2024
CRWV
CoreWeave, Inc.
AI cloud$100.55
+4.81 (+5.02%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Mar 18, 2026
DELL
Dell Technologies Inc.
AI servers$395.57
+4.12 (+1.05%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Jun 11, 2026
DLR
Digital Realty Trust, Inc.
Data centers$184.20
+1.36 (+0.74%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Apr 3, 2024
EQIX
Equinix, Inc.
Data centers$1.06K
+12.67 (+1.21%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Mar 12, 2025
ETN
Eaton Corp plc
Power infrastructure$391.39
-2.25 (-0.57%)
Latest fetch
Jun 12, 10:53 AM
Insider ownership transaction (Form 4) filed Dec 17, 2024
GEV
GE Vernova Inc.
Grid/electrification$940.66
+33.87 (+3.74%)
Latest fetch
Jun 9, 10:53 AM
Current-event report (8-K) filed Mar 8, 2024
GOOGL
Alphabet Inc.
Hyperscaler$359.68
+1.91 (+0.53%)
Latest fetch
Jun 12, 10:54 AM
Insider ownership transaction (Form 4) filed Sep 17, 2025
KLAC
KLA Corporation
Semicap$254.54
+13.38 (+5.55%)
Latest fetch
Jun 12, 10:54 AM
Current-event report (8-K) filed Feb 1, 2024
LITE
Lumentum Holdings Inc.
Optical interconnect$921.56
+31.97 (+3.59%)
Latest fetch
Jun 12, 10:54 AM
Insider ownership transaction (Form 4) filed Aug 30, 2024
LRCX
Lam Research Corporation
Semicap$366.81
+4.29 (+1.18%)
Latest fetch
Jun 12, 10:30 AM
Insider ownership transaction (Form 4) filed Feb 2, 2024
META
Meta Platforms, Inc.
Hyperscaler$566.98
-1.45 (-0.26%)
Latest fetch
Jun 12, 10:30 AM
Insider ownership transaction (Form 4) filed Oct 22, 2025
MRVL
Marvell Technology, Inc.
Networking/ASIC$279.70
-1.01 (-0.36%)
Latest fetch
Jun 12, 10:31 AM
Insider ownership transaction (Form 4) filed Jan 27, 2025
MSFT
Microsoft Corporation
Hyperscaler$390.74
+0.40 (+0.10%)
Latest fetch
Jun 12, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 9, 2026
MU
Micron Technology, Inc.
Memory/HBM$981.61
-14.26 (-1.43%)
Latest fetch
Jun 12, 10:31 AM
Current-event report (8-K) filed Apr 29, 2025
NVDA
NVIDIA Corporation
Accelerators$205.19
+0.32 (+0.16%)
Latest fetch
Jun 12, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 30, 2025
ORCL
Oracle Corporation
Cloud infrastructure$184.13
+0.03 (+0.02%)
Latest fetch
Jun 12, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 3, 2025
SMCI
Super Micro Computer, Inc.
AI servers$30.46
-1.51 (-4.72%)
Latest fetch
Jun 9, 10:54 AM
Annual financial report (10-K) filed Aug 28, 2025
SNPS
Synopsys, Inc.
EDA$453.89
-2.40 (-0.53%)
Latest fetch
Jun 7, 10:54 AM
Insider ownership transaction (Form 4) filed Dec 9, 2025
TSM
Taiwan Semiconductor Manufacturing Company Limited
Foundry/Packaging$423.93
+2.86 (+0.68%)
Latest fetch
Jun 7, 10:54 AM
Insider ownership transaction (Form 4) filed Apr 13, 2026
VRT
Vertiv Holdings Co
Power/Cooling$302.87
+4.99 (+1.68%)
Latest fetch
Jun 7, 10:54 AM
Current-event report (8-K) filed Jun 3, 2026