Portfolio Brief Supply Chain Sector Rotation Photonics Chain

Photonics / Optical

POET Technolog…

Applied Optoel…

Lumentum Holdi…

Semi Equipment & Testing

BE Semiconduct…

FormFactor Inc.

Aehr Test Syst…

Amkor Technology

Foundry / Materials

STMicroelectro…

Shin-Etsu Chem…

Taiwan Semicon…

Tower Semicond…

Memory & Storage

Micron Technol…

Semi Connectivity

Marvell Techno…

Arista Networks

Credo Technology

AI Infrastructure

NVIDIA Corpora…

APH

RESEARCH PENDING

Amphenol • Semi Connectivity

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External Research

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