ALAB
Astera Labs, Inc.
AI connectivity$321.61
-1.17 (-0.36%)
Latest fetch
Aug 11, 10:06 AM
Insider ownership transaction (Form 4) filed Aug 10, 2026
AI CapEx investment sentiment
Company universeCompany Universe
Tracked AI CapEx universe translated into investment actions for infrastructure exposure.
AMAT
Applied Materials, Inc.
Semicap$507.18
-27.36 (-5.12%)
Latest fetch
Aug 16, 10:24 AM
Insider ownership transaction (Form 4) filed Jan 4, 2017
AMD
Advanced Micro Devices, Inc.
Accelerators$514.39
+31.38 (+6.50%)
Latest fetch
Aug 16, 10:24 AM
Current-event report (8-K) filed May 12, 2020
AMZN
Amazon.com, Inc.
Hyperscaler$262.65
-2.48 (-0.94%)
Latest fetch
Aug 16, 10:24 AM
Quarterly financial report (10-Q) filed Apr 30, 2021
ANET
Arista Networks, Inc.
Networking$198.82
-4.80 (-2.36%)
Latest fetch
Aug 16, 10:24 AM
Insider ownership transaction (Form 4) filed Mar 14, 2023
ASML
ASML Holding N.V.
Semicap$1.84K
-3.82 (-0.21%)
Latest fetch
Never fetched
No stored filing
AVGO
Broadcom Inc.
Networking/ASIC$392.99
-24.83 (-5.94%)
Latest fetch
Aug 16, 10:24 AM
Insider ownership transaction (Form 4) filed Apr 3, 2019
CDNS
Cadence Design Systems, Inc.
EDA$324.82
+1.05 (+0.32%)
Latest fetch
Aug 16, 10:25 AM
Insider ownership transaction (Form 4) filed Jul 19, 2021
CLS
Celestica Inc.
AI manufacturing$335.05
-12.58 (-3.62%)
Latest fetch
Aug 15, 10:07 AM
Insider ownership transaction (Form 4) filed Aug 14, 2026
COHR
Coherent Corp.
Optical interconnect$325.83
-1.40 (-0.43%)
Latest fetch
Aug 16, 10:25 AM
Current-event report (8-K) filed Aug 28, 2019
CRWV
CoreWeave, Inc.
AI cloud$105.26
-1.03 (-0.97%)
Latest fetch
Aug 16, 10:25 AM
Insider ownership transaction (Form 4) filed Aug 14, 2026
DELL
Dell Technologies Inc.
AI servers$490.81
-3.70 (-0.75%)
Latest fetch
Aug 8, 10:25 AM
Quarterly financial report (10-Q) filed Dec 5, 2022
DLR
Digital Realty Trust, Inc.
Data centers$200.15
+2.57 (+1.30%)
Latest fetch
Aug 16, 10:25 AM
Insider ownership transaction (Form 4) filed Nov 13, 2020
EQIX
Equinix, Inc.
Data centers$1.1K
+28.32 (+2.64%)
Latest fetch
Aug 16, 10:25 AM
Insider ownership transaction (Form 4) filed Feb 25, 2022
ETN
Eaton Corp plc
Power infrastructure$451.51
-1.82 (-0.40%)
Latest fetch
Aug 15, 10:25 AM
Current-event report (8-K) filed May 4, 2021
GEV
GE Vernova Inc.
Grid/electrification$1.06K
+13.83 (+1.32%)
Latest fetch
Jul 25, 10:54 AM
Current-event report (8-K) filed Jul 22, 2026
GOOGL
Alphabet Inc.
Hyperscaler$345.90
-0.46 (-0.13%)
Latest fetch
Aug 13, 10:25 AM
Insider ownership transaction (Form 4) filed Dec 27, 2024
KLAC
KLA Corporation
Semicap$203.72
-5.65 (-2.70%)
Latest fetch
Aug 12, 10:25 AM
Insider ownership transaction (Form 4) filed Aug 10, 2026
LITE
Lumentum Holdings Inc.
Optical interconnect$926.14
+45.73 (+5.19%)
Latest fetch
Aug 12, 10:25 AM
Insider ownership transaction (Form 4) filed May 17, 2023
LRCX
Lam Research Corporation
Semicap$332.36
-4.65 (-1.38%)
Latest fetch
Jul 18, 10:12 AM
Current-event report (8-K) filed Feb 21, 2023
META
Meta Platforms, Inc.
Hyperscaler$589.85
-5.12 (-0.86%)
Latest fetch
Jun 28, 10:54 AM
Insider ownership transaction (Form 4) filed Aug 19, 2025
MRVL
Marvell Technology, Inc.
Networking/ASIC$222.02
-0.16 (-0.07%)
Latest fetch
Jun 28, 10:54 AM
Insider ownership transaction (Form 4) filed Dec 9, 2024
MSFT
Microsoft Corporation
Hyperscaler$495.40
-1.48 (-0.30%)
Latest fetch
Jun 28, 10:54 AM
Current-event report (8-K) filed Jul 1, 2025
MU
Micron Technology, Inc.
Memory/HBM$971.66
+21.83 (+2.30%)
Latest fetch
Jun 28, 10:54 AM
Quarterly financial report (10-Q) filed Mar 21, 2025
NVDA
NVIDIA Corporation
Accelerators$225.16
-0.14 (-0.06%)
Latest fetch
Jun 14, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 30, 2025
ORCL
Oracle Corporation
Cloud infrastructure$150.52
-5.70 (-3.65%)
Latest fetch
Jun 14, 10:31 AM
Insider ownership transaction (Form 4) filed Jun 3, 2025
SMCI
Super Micro Computer, Inc.
AI servers$39.84
+0.68 (+1.74%)
Latest fetch
Jun 14, 10:31 AM
Current-event report (8-K) filed Jun 12, 2026
SNPS
Synopsys, Inc.
EDA$421.50
+9.75 (+2.37%)
Latest fetch
Jun 7, 10:54 AM
Insider ownership transaction (Form 4) filed Dec 9, 2025
TSM
Taiwan Semiconductor Manufacturing Company Limited
Foundry/Packaging$426.35
-4.14 (-0.96%)
Latest fetch
Jun 7, 10:54 AM
Insider ownership transaction (Form 4) filed Apr 13, 2026
VRT
Vertiv Holdings Co
Power/Cooling$293.84
+6.77 (+2.36%)
Latest fetch
Jun 7, 10:54 AM
Current-event report (8-K) filed Jun 3, 2026