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66 names in the screener.

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AGX
Library
Argan
3$694.72$9.7B$967M+27%
$945M
+8.3%
FY2030E
+21%+16%5.3x34.0x
2026-09-03
82d
AMAT
Library
Applied Materials
8$453.01$360B$1.8B+14%
$28B
+16%
FY2028E
+50%+32%8.5x26.6x
2026-08-13
61d
AMD
Library
Advanced Micro Devices
5$466.38$760B$8.5B+58%
$35B
+42%
FY2029E
+53%+14%7.4x51.5x
2026-08-04
52d
AMKR
Library
Amkor Technology
6$64.95$16B$326M+44%
$6.7B
+8.1%
FY2028E
+14%+6.0%1.9x31.2x
2026-07-27
44d
ANET
Focus
Arista Networks
7$176.91$223B$11B+21%
$9.0B
+21%
FY2028E
+63%+42%15.1x36.4x
2026-08-04
52d
APH
Library
Amphenol
6$138.81$171B($14B)+18%
$23B
+11%
FY2028E
+37%+24%4.9x20.4x
2026-07-29
46d
ARM
Research
Arm
8$380.81$405B$3.2B
$4.9B
FY2026
+42%
FY2030E
+93%+30%38.7x131.0x
2026-07-29
46d
BWXT
Library
BWX Technologies
8$185.95$17B($1.5B)+13%
$3.2B
+5.8%
FY2029E
+23%+10%4.1x41.5x
2026-08-03
51d
CAMT
Library
Camtek
6$164.21$7.5B$182M+7.8%
$496M
+7.9%
FY2029E
+50%+22%9.2x41.1x
2026-08-04
52d
CBOE
Library
Cboe Global Markets
7$281.91$30B$612M+4.5%
$4.7B
+6.0%
FY2029E
+53%+40%9.4x23.6x
2026-07-31
48d
CCJ
Library
Cameco
6$103.44$45B$81M+10%
$3.5B
+26%
FY2029E
+36%+19%10.7x55.0x
2026-07-31
48d
CIEN
Library
Ciena
7$488.21$69B($373M)+32%
$4.8B
+27%
FY2028E
+44%+15%9.2x60.7x
2026-09-03
82d
COHR
Focus
Coherent
7$376.99$60B($1.0B)+34%
$5.8B
+33%
FY2028E
+38%+8.2%6.3x77.3x
2026-08-12
60d
COHU
Library
Cohu
5$49.81$2.3B$159M+35%
$453M
+21%
FY2027E
+40%-8.4%3.9x
2026-07-30
47d
CRDO
Library
Credo Technology Group Holding
6$184.38$34B$1.3B+88%
$437M
+35%
FY2029E
+69%+37%10.9x29.7x
2026-09-02
81d
CRS
Focus
Carpenter Technology
6$483.60$24B($405M)+15%
$2.9B
+4.4%
FY2029E
+31%+23%6.4x27.8x
2026-07-30
47d
DOCN
Library
DigitalOcean
3$169.87$18B($158M)+3.8%
$901M
+41%
FY2028E
+56%+14%10.5x73.7x
2026-08-04
52d
EME
Library
Emcor
4$903.50$40B$268M+9.3%
$17B
+6.1%
FY2029E
+21%+12%1.9x15.8x
2026-07-30
47d
ENTG
Library
Entegris
8$125.41$19B($3.3B)+26%
$3.2B
+0.9%
FY2029E
+41%+18%5.4x30.8x
2026-07-29
46d
ETN
Library
Eaton Corporation
6$395.94$154B($21B)+13%
$27B
+11%
FY2029E
+36%+16%4.5x28.9x
2026-08-04
52d
FN
Library
Fabrinet
6$621.25$22B$941M+38%
$3.4B
+23%
FY2027E
+12%+9.6%4.6x48.3x
2026-08-17
65d
FORM
Library
FormFactor
7$116.70$9.1B$282M+43%
$785M
+15%
FY2027E
+48%+21%9.1x44.0x
2026-07-29
46d
GEV
Focus
GE Vernova
5$933.61$251B$7.3B+17%
$38B
+14%
FY2029E
+19%+1.9%4.1x215.7x
2026-07-22
39d
GLW
Library
Corning
7$177.58$153B($7.2B)+27%
$16B
+19%
FY2028E
+37%+15%7.1x46.3x
2026-08-04
52d
HWM
Focus
Howmet Aerospace
8$242.44$97B($2.3B)+5.7%
$8.3B
+7.8%
FY2029E
+32%+27%8.5x32.1x
2026-07-30
47d
ICHR
Library
Ichor
5$62.91$2.2B$46M+40%
$948M
+20%
FY2029E
+12%+1.1%1.5x134.8x
2026-08-03
51d
IESC
Library
Ies
3$720.72$14B$156M+22%
$3.4B
+14%
FY2028E
+25%+12%3.0x26.2x
2026-07-31
48d
JBL
Library
Jabil
4$353.24$37B($2.6B)+24%
$30B
+9.2%
FY2027E
+9.0%+4.7%1.2x24.9x
2026-06-17
4d
KEYS
Library
Keysight Technologies
8$329.74$57B($347M)+18%
$5.4B
+7.7%
FY2028E
+69%+24%7.4x31.4x
2026-08-18
66d
KLAC
Focus
Kla
9$1,929.20$252B($1.2B)+21%
$12B
+8.2%
FY2029E
+61%+41%13.0x31.5x
2026-07-30
47d
KLIC
Library
Kulicke and Soffa Industries
6$98.16$5.1B$448M+25%
$654M
+20%
FY2027E
+50%+16%4.3x27.2x
2026-08-05
53d
LASR
Library
nLIGHT
4$65.85$3.7B$297M+2.8%
$261M
+15%
FY2029E
+33%-0.5%7.8x
2026-08-06
54d
LEU
Library
Centrus Energy
8$161.78$3.1B$690M-2.3%
$449M
+18%
FY2029E
+39%+1.0%5.7x570.1x
2026-08-04
52d
LHX
Library
L3Harris Technologies
7$307.83$57B($1.6B)-4.9%
$22B
+8.3%
FY2030E
+24%+11%2.1x19.2x
2026-07-23
40d
LITE
Focus
Lumentum
9$863.66$67B($141M)+28%
$1.6B
+51%
FY2028E
+44%+22%11.9x55.1x
2026-08-11
59d
LRCX
Focus
Lam Research
8$303.28$379B$1.0B+19%
$18B
+6.3%
FY2029E
+50%+35%10.6x30.4x
2026-07-29
46d
MKSI
Library
MKS Instruments
7$301.65$20B($1.1B)+19%
$3.9B
+15%
FY2027E
+41%+16%4.5x27.9x
2026-08-05
53d
MOD
Library
Modine Manufacturing
5$276.51$15B($507M)+22%
$3.2B
+24%
FY2028E
+23%+11%3.7x34.1x
2026-07-29
46d
MPWR
Library
Monolithic Power Systems
8$1,632.06$80B$1.2B+37%
$2.8B
+16%
FY2029E
+55%+27%16.8x63.1x
2026-07-30
47d
MRVL
Library
Marvell Technology
5$263.47$230B($1.4B)+67%
$8.2B
+17%
FY2030E
+52%+15%10.2x70.5x
2026-08-27
75d
MTSI
Library
MACOM Technology Solutions
6$345.40$26B$288M+27%
$967M
+26%
FY2027E
+57%+18%20.7x117.4x
2026-08-06
54d
MU
Library
Micron Technology
5$864.01$974B$3.8B-1.4%
$37B
+32%
FY2029E
+74%+68%5.3x7.8x
2026-06-24
11d
NBIS
Library
Nebius Group N.V. Class A
3$227.81$55B($198M)+33%
$530M
+71%
FY2029E
+21%-32%2.6x
2026-08-06
54d
NOK
Library
Nokia
5$14.38$78B$2.8B+23%
$20B
+4.5%
FY2029E
+44%+1.4%3.1x223.7x
2026-07-23
40d
NTAP
Library
NetApp
4$167.04$33B$1.1B+3.7%
$6.9B
+5.7%
FY2028E
+70%+27%4.3x15.7x
2026-08-26
74d
NVDA
Focus
NVIDIA
8$205.10$5.0T$68B+12%
$216B
+4.0%
FY2030E
+75%+66%7.4x11.3x
2026-08-26
74d
NVT
Library
nVent Electric
6$162.86$26B($1.5B)+12%
$3.9B
-7.2%
FY2029E
+36%+16%4.2x25.9x
2026-07-31
48d
ONTO
Library
Onto Innovation
7$253.24$13B$654M+44%
$1.0B
+23%
FY2030E
+50%+13%6.6x49.5x
2026-08-06
54d
PL
Library
Planet Labs PBC
6$32.22$11B$244M+55%
$308M
+31%
FY2028E
+54%-37%24.3x
2026-09-14
93d
PLAB
Library
Photronics
$29.15$1.7B$634M
$849M
+3.7%
FY2026E
+31%+20%1.3x6.4x
2026-08-26
74d
POWL
Library
Powell Industries
6$284.87$10B$543M+44%
$1.1B
+4.0%
FY2029E
+30%+19%6.0x30.7x
2026-08-04
52d
PSTG
Library
Everpure
5$86.22$28B$1.3B+6.9%
$3.7B
+10%
FY2030E
+69%+1.9%4.9x259.8x
Q
Library
Qnity Electronics
1$142.05$30B($3.2B)+20%
$4.8B
+6.9%
FY2029E
+43%+23%5.4x23.6x
2026-08-11
59d
RKLB
Library
Rocket Lab
7$110.08$64B$1.2B+22%
$602M
+34%
FY2029E
+38%-28%39.0x
2026-08-06
54d
RMBS
Library
Rambus
8$145.31$16B$763M+36%
$708M
+20%
FY2027E
+80%+34%18.3x53.2x
2026-07-27
44d
RTX
Library
Rtx
7$180.99$244B($32B)-4.0%
$89B
+4.6%
FY2029E
+21%+12%2.6x22.1x
2026-10-19
128d
SMTC
Library
Semtech
5$151.02$14B($329M)+47%
$1.1B
+24%
FY2028E
+52%+11%10.6x100.1x
2026-08-24
72d
SNDK
Library
Sandisk
4$1,559.32$231B$2.9B+22%
$7.4B
+4.8%
FY2029E
+78%+69%4.6x6.7x
2026-08-13
61d
STM
Library
STMicroelectronics
5$70.72$63B$2.0B+33%
$12B
-8.6%
FY2029E
+34%+3.1%3.3x107.4x
2026-07-23
40d
TER
Library
Teradyne
8$357.93$56B$163M+27%
$3.2B
+22%
FY2027E
+61%+37%12.4x33.5x
2026-07-29
46d
TSEM
Library
Tower Semiconductor
7$235.48$26B$1.3B+60%
$1.6B
+35%
FY2027E
+27%+16%13.2x84.7x
2026-08-04
52d
TTMI
Library
TTM Technologies
6$167.62$17B($639M)+32%
$2.9B
+18%
FY2027E
+21%+8.8%4.5x51.2x
2026-07-29
46d
UCTT
Library
Ultra Clean
5$82.07$3.7B($457M)+34%
$2.1B
-6.9%
FY2029E
+16%+2.1%1.1x50.3x
2026-07-27
44d
VIAV
Library
Viavi Solutions
7$47.56$12B($636M)+36%
$1.1B
+19%
FY2027E
+56%+10%8.2x79.1x
2026-08-06
54d
VICR
Library
Vicor
7$271.04$12B$397M+14%
$408M
+57%
FY2027E
+55%+15%20.3x136.5x
2026-07-28
45d
VRT
Focus
Vertiv
7$300.51$115B($692M)+16%
$10B
+11%
FY2029E
+38%+17%5.5x32.9x
2026-07-29
46d