Large-cap

Overview Cadence Design Systems, Inc. is a software company that helps engineers design advanced electronic products, especially computer chips (semiconductors) and the systems that use them. In simple terms, when a company wants to create a new chip for a phone, car, data center, or AI hardware, it needs specialized

Overview Amkor Technology Inc is a semiconductor “outsourcing” company. Instead of designing chips, it helps other companies finish making them after the silicon wafer is produced. This part of the chip supply chain is often called packaging and test. In simple terms: Amkor takes finished chip wafers from chip makers,

Overview Celestica Inc. (CLS) is a global provider of manufacturing and supply-chain services for technology and industrial companies. In simple terms, it helps other businesses design, build, test, and deliver complex electronic products at scale. This can range from assembling circuit boards and complete systems to managing parts sourcing, logistics,

Overview First Solar, Inc. (FSLR) designs and manufactures solar panels and sells them primarily for large, utility-scale solar power plants. Unlike many solar brands that focus on rooftop systems, First Solar is best known for serving large energy developers and utilities with long-term supply agreements. The company also provides certain