Stack role
Data-center infra
The buildings, racks, servers, and interconnection that house the stack. This role covers operators and hardware that turn chips into a running data hall.
Covered names
- CSCO Cisco Systems 7.67 strong
- APH Amphenol 7.45 watch
- ETN Eaton 7.45 watch
- ANET Arista Networks 6.73 watch
- HPE Hewlett Packard Enterprise 6.73 watch
- DLR Digital Realty 6.66 watch
- EQIX Equinix 6.43 watch
- FIX Comfort Systems USA 6.33 watch
- DELL Dell Technologies 6.19 watch
- VRT Vertiv Holdings 6.15 watch
- PWR Quanta Services 5.97 watch
- FLEX Flex Ltd 5.79 watch
Other roles
Analog / power ICs
Cooling / thermal
Data-center infra
Earth observation
EDA / design
Foundry
GPU / AI accelerators
Ground systems
HBM / memory
Hyperscaler
Lithography
Materials
Networking & optics
Packaging / OSAT
Power & energy
Quantum compute
Satellite communications
Security software
Solar power
Space launch
Spacecraft
Storage
Test / metrology
Wafer equipment