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Investment themes
Explore investment themes, from long-term structural changes to the businesses behind them.
Transformative Technologies
Technologies reshaping how businesses compute, automate, connect and operate.
Artificial Intelligence Explore categoryRobotics Explore categorySpace Explore categoryCybersecurity Explore categoryQuantum Computing Explore category
Companies tracked by YouAnalyst · 181
Includes companies assigned to this category or its descendants. Coverage is limited to our supported investment themes.
- *ST航图
- Advanced Micro Devices, Inc.
- Alibaba Group Holding Ltd. ADR
- Alphabet Inc.
- Amazon.com, Inc.
- Amkor Technology Inc.
- Amphenol Corporation
- Anthropic
- Apple Inc.
- Applied Materials, Inc.
- Archer Aviation Inc.
- Arista Networks, Inc.
- Arm Holdings plc ADR
- ASML Holding N.V. NY Registered Shares
- AST SpaceMobile, Inc.
- ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
- Axiom Space
- Baidu Inc. ADR
- BlackSky Technology Inc.
- Blue Origin
- Broadcom Inc.
- Cadence Design Systems, Inc.
- Caris Life Sciences, Inc.
- Celestica Inc.
- CesiumAstro
- Cisco Systems, Inc.
- Cognex Corporation
- Coherent Corp.
- Constellation Energy Corporation
- CoreWeave, Inc.
- Corning Incorporated
- Credo Technology Group Holding Ltd.
- D-Orbit
- Datadog, Inc. Class A Common Stock
- Dell Technologies Inc.
- Digital Realty
- Dover Corporation
- Eaton Corporation plc
- Entegris, Inc.
- Equinix
- Everpure
- Firefly Aerospace Inc.
- Flex Ltd.
- GDS Holdings Limited ADR
- GE Vernova Inc.
- Gilat Satellite Networks Ltd.
- GlobalFoundries Inc.
- Globalstar, Inc.
- Hewlett Packard Enterprise Company
- Intel Corporation
- International Business Machines Corporation
- Intuitive Machines, Inc.
- Intuitive Surgical, Inc.
- Iridium Communications Inc.
- Jabil Inc.
- KLA Corporation
- Kratos Defense & Security Solutions, Inc.
- L3Harris Technologies, Inc.
- Lam Research Corporation
- Linde plc
- Lockheed Martin Corporation
- Lumentum Holdings Inc.
- Marvell Technology, Inc.
- Meta Platforms Inc Class A
- Microchip Technology Incorporated
- Micron Technology, Inc.
- Microsoft Corp.
- Mistral AI
- Modine Manufacturing Company
- Moog Inc.
- Nebius Group N.V.
- NetApp, Inc.
- Northrop Grumman Corporation
- Novanta Inc.
- NVIDIA Corporation
- NXP Semiconductors N.V.
- OpenAI
- Oracle Corporation
- Ouster, Inc.
- Palantir Technologies Inc.
- PLANET LABS PBC
- QUALCOMM Incorporated
- Redwire Corporation
- Rocket Lab Corporation
- Rockwell Automation, Inc.
- Salesforce Inc
- Samsung Electronics
- Sandisk Corporation
- Seagate Technology Holdings plc
- ServiceNow, Inc.
- SK hynix Inc. ADR
- Snowflake Inc.
- Space Exploration Technologies Corp.
- Spire Global Inc.
- Super Micro Computer Inc
- Symbotic Inc. Class A
- Synopsys, Inc.
- Taiwan Semiconductor Manufacturing Company Ltd. ADR
- Teledyne Technologies Incorporated
- Tempus AI, Inc.
- Teradyne, Inc.
- Trane Technologies plc
- TTM Technologies, Inc.
- Varda Space Industries
- Vertiv Holdings Co.
- Viasat Inc.
- Vistra Corp
- VNET Group, Inc. ADR
- Western Digital Corporation
- 中兴通讯
- 中国卫星
- 中国卫通
- 中国电信
- 中国移动
- 中国联通
- 中微公司
- 中科曙光
- 中芯国际
- 中际旭创
- 乐鑫科技
- 传音控股
- 佰维存储
- 兆易创新
- 光环新网
- 光迅科技
- 北方华创
- 华勤技术
- 华大九天
- 华天科技
- 华海清科
- 华虹公司
- 南大光电
- 埃斯顿
- 天孚通信
- 奥比中光
- 寒武纪
- 工业富联
- 拓荆科技
- 摩尔线程
- 数据港
- 新易盛
- 普冉股份
- 景嘉微
- 概伦电子
- 汇川技术
- 汇顶科技
- 江丰电子
- 江波龙
- 沐曦股份
- 沪电股份
- 沪硅产业
- 浪潮信息
- 海光信息
- 润泽科技
- 深南电路
- 源杰科技
- 澜起科技
- 生益科技
- 用友网络
- 申菱环境
- 科华数据
- 科士达
- 科大讯飞
- 紫光股份
- 绿的谐波
- 绿能慧充
- 胜宏科技
- 航天电子
- 芯原股份
- 英维克
- 豪威集团
- 通富微电
- 金山办公
- 锐捷网络
- 长电科技
- 雷赛智能
- 顺络电子
- 高澜股份
- 鸣志电器
- 鹏鼎控股
- 龙芯中科