ALAB
Astera Labs, Inc.
AI connectivity$396.61
-34.25 (-7.95%)
Latest fetch
Jun 27, 10:30 AM
Insider ownership transaction (Form 4) filed Jun 26, 2026
AI CapEx investment sentiment
Company universeCompany Universe
Tracked AI CapEx universe translated into investment actions for infrastructure exposure.
AMAT
Applied Materials, Inc.
Semicap$593.05
-57.86 (-8.89%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Dec 3, 2021
AMD
Advanced Micro Devices, Inc.
Accelerators$511.16
-29.72 (-5.49%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed May 22, 2023
AMZN
Amazon.com, Inc.
Hyperscaler$243.31
+1.61 (+0.67%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Nov 17, 2023
ANET
Arista Networks, Inc.
Networking$160.10
-6.52 (-3.91%)
Latest fetch
Jul 2, 10:53 AM
Current-event report (8-K) filed Jul 30, 2024
ASML
ASML Holding N.V.
Semicap$1.76K
-80.31 (-4.36%)
Latest fetch
Never fetched
No stored filing
AVGO
Broadcom Inc.
Networking/ASIC$358.57
-10.77 (-2.92%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Apr 6, 2022
CDNS
Cadence Design Systems, Inc.
EDA$375.03
-2.70 (-0.71%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Sep 19, 2023
CLS
Celestica Inc.
AI manufacturing$334.99
-26.63 (-7.36%)
Latest fetch
Jun 18, 10:53 AM
Insider ownership transaction (Form 4) filed Jun 17, 2026
COHR
Coherent Corp.
Optical interconnect$331.12
-37.53 (-10.18%)
Latest fetch
Jul 2, 10:53 AM
Current-event report (8-K) filed Feb 24, 2023
CRWV
CoreWeave, Inc.
AI cloud$81.67
-4.02 (-4.69%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Nov 14, 2025
DELL
Dell Technologies Inc.
AI servers$390.11
-35.14 (-8.26%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Dec 9, 2024
DLR
Digital Realty Trust, Inc.
Data centers$173.34
-2.98 (-1.69%)
Latest fetch
Jul 2, 10:53 AM
Insider ownership transaction (Form 4) filed Jan 4, 2023
EQIX
Equinix, Inc.
Data centers$995.42
-18.20 (-1.80%)
Latest fetch
Jul 2, 10:53 AM
Current-event report (8-K) filed Oct 27, 2023
ETN
Eaton Corp plc
Power infrastructure$397.29
-15.02 (-3.64%)
Latest fetch
Jul 2, 10:54 AM
Insider ownership transaction (Form 4) filed Feb 27, 2023
GEV
GE Vernova Inc.
Grid/electrification$1.11K
-26.94 (-2.37%)
Latest fetch
Jun 9, 10:53 AM
Current-event report (8-K) filed Mar 8, 2024
GOOGL
Alphabet Inc.
Hyperscaler$359.32
-1.89 (-0.52%)
Latest fetch
Jul 2, 10:54 AM
Insider ownership transaction (Form 4) filed Mar 27, 2025
KLAC
KLA Corporation
Semicap$231.83
-34.36 (-12.91%)
Latest fetch
Jul 2, 10:54 AM
Insider ownership transaction (Form 4) filed Nov 4, 2022
LITE
Lumentum Holdings Inc.
Optical interconnect$728.55
-72.61 (-9.06%)
Latest fetch
Jun 28, 10:53 AM
Insider ownership transaction (Form 4) filed Aug 17, 2023
LRCX
Lam Research Corporation
Semicap$347.10
-44.16 (-11.29%)
Latest fetch
Jun 28, 10:54 AM
Insider ownership transaction (Form 4) filed Mar 2, 2023
META
Meta Platforms, Inc.
Hyperscaler$584.26
-28.65 (-4.68%)
Latest fetch
Jun 28, 10:54 AM
Insider ownership transaction (Form 4) filed Aug 19, 2025
MRVL
Marvell Technology, Inc.
Networking/ASIC$241.41
-30.64 (-11.26%)
Latest fetch
Jun 28, 10:54 AM
Insider ownership transaction (Form 4) filed Dec 9, 2024
MSFT
Microsoft Corporation
Hyperscaler$390.79
+6.51 (+1.69%)
Latest fetch
Jun 28, 10:54 AM
Current-event report (8-K) filed Jul 1, 2025
MU
Micron Technology, Inc.
Memory/HBM$958.09
-74.19 (-7.19%)
Latest fetch
Jun 28, 10:54 AM
Quarterly financial report (10-Q) filed Mar 21, 2025
NVDA
NVIDIA Corporation
Accelerators$193.55
-4.03 (-2.04%)
Latest fetch
Jun 14, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 30, 2025
ORCL
Oracle Corporation
Cloud infrastructure$140.00
-2.50 (-1.75%)
Latest fetch
Jun 14, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 3, 2025
SMCI
Super Micro Computer, Inc.
AI servers$27.01
-0.64 (-2.31%)
Latest fetch
Jun 14, 10:31 AM
Current-event report (8-K) filed Jun 12, 2026
SNPS
Synopsys, Inc.
EDA$440.86
-13.67 (-3.01%)
Latest fetch
Jun 7, 10:54 AM
Insider ownership transaction (Form 4) filed Dec 9, 2025
TSM
Taiwan Semiconductor Manufacturing Company Limited
Foundry/Packaging$432.89
-11.34 (-2.55%)
Latest fetch
Jun 7, 10:54 AM
Insider ownership transaction (Form 4) filed Apr 13, 2026
VRT
Vertiv Holdings Co
Power/Cooling$301.32
-10.10 (-3.24%)
Latest fetch
Jun 7, 10:54 AM
Current-event report (8-K) filed Jun 3, 2026