NVDA+2.54%AVGO-0.57%VRT+3.67%ANET+1.91%DLR-0.52%ETN+0.65%EQIX+0.63%PWR+0.47%AMD+1.83%TSM+0.95%SMCI+5.78%CEG+1.74%MSFT+0.68%COHR+4.07%DELL+2.06%MRVL+3.63%NVDA+2.54%AVGO-0.57%VRT+3.67%ANET+1.91%DLR-0.52%ETN+0.65%EQIX+0.63%PWR+0.47%AMD+1.83%TSM+0.95%SMCI+5.78%CEG+1.74%MSFT+0.68%COHR+4.07%DELL+2.06%MRVL+3.63%
M
MarketStew

AI Infrastructure Sectors

Seven critical layers of the supply chain powering artificial intelligence. 72 companies tracked.

⚡

Semiconductors & Equipment

20 companies tracked

+1.10%
Ticker
Company
Price
Change
NVDA
NVIDIA Corporation
$138.25
+2.54%
AVGO
Broadcom Inc.
$228.50
-0.57%
AMD
Advanced Micro Devices
$119.80
+1.83%
TSM
Taiwan Semiconductor
$196.40
+0.95%
ASML
ASML Holding
$726.30
-0.57%
MRVL
Marvell Technology
$88.40
+3.63%
INTC
Intel Corporation
$22.45
-1.53%
MU
Micron Technology
$97.60
+1.51%
LRCX
Lam Research
$76.80
+1.21%
AMAT
Applied Materials
$176.30
+1.18%
KLAC
KLA Corporation
$714.50
+0.75%
ARM
Arm Holdings
$158.20
+2.99%
SNPS
Synopsys Inc.
$502.40
+0.76%
CDNS
Cadence Design Systems
$283.70
+0.69%
QCOM
Qualcomm Inc.
$162.30
-0.46%
ON
onsemi
$49.80
+1.32%
MPWR
Monolithic Power Systems
$612.40
+1.41%
ONTO
Onto Innovation
$168.30
+1.45%
COHU
Cohu Inc.
$28.60
+1.60%
ACLS
Axcelis Technologies
$94.50
+1.29%
🏢

Data Center REITs & Infrastructure

6 companies tracked

+0.10%
Ticker
Company
Price
Change
EQIX
Equinix Inc.
$895.20
+0.63%
DLR
Digital Realty Trust
$172.30
-0.52%
IRM
Iron Mountain
$118.40
+1.11%
AMT
American Tower
$196.80
-0.61%
CCI
Crown Castle International
$102.50
+0.39%
SBAC
SBA Communications
$218.60
-0.39%
🔗

Networking & Interconnects

10 companies tracked

+2.24%
Ticker
Company
Price
Change
ANET
Arista Networks
$98.50
+1.91%
CSCO
Cisco Systems
$60.20
+0.75%
JNPR
Juniper Networks
$38.60
+0.52%
CIEN
Ciena Corporation
$72.40
+2.26%
LITE
Lumentum Holdings
$78.50
+3.02%
COHR
Coherent Corp.
$88.20
+4.07%
INFN
Infinera Corporation
$6.85
+2.24%
CALX
Calix Inc.
$37.80
+1.48%
FFIV
F5 Inc.
$268.40
-0.67%
AAOI
Applied Optoelectronics
$28.90
+6.84%
🔋

Power & Cooling

13 companies tracked

+1.18%
Ticker
Company
Price
Change
VRT
Vertiv Holdings
$118.75
+3.67%
ETN
Eaton Corporation
$325.40
+0.65%
EMR
Emerson Electric
$118.60
+0.72%
GEV
GE Vernova
$378.50
+1.50%
VST
Vistra Corp.
$148.20
+2.63%
CEG
Constellation Energy
$262.80
+1.74%
NRG
NRG Energy
$92.30
+1.32%
NEE
NextEra Energy
$73.40
+0.41%
GNRC
Generac Holdings
$158.70
-0.87%
POWL
Powell Industries
$248.60
+2.64%
AES
AES Corporation
$15.80
+1.61%
FSLR
First Solar
$186.40
-1.48%
CARR
Carrier Global
$72.80
+0.76%
🏗️

Construction & Engineering

8 companies tracked

+1.02%
Ticker
Company
Price
Change
PWR
Quanta Services
$312.80
+0.47%
EME
EMCOR Group
$448.60
+0.72%
MTZ
MasTec Inc.
$142.30
+1.28%
FIX
Comfort Systems USA
$420.50
+1.30%
DY
Dycom Industries
$178.90
+1.19%
APG
APi Group
$36.80
+0.82%
MYRG
MYR Group
$148.20
+1.09%
PRIM
Primoris Services
$62.40
+1.30%
🖥️

Servers & Storage

7 companies tracked

+2.00%
Ticker
Company
Price
Change
SMCI
Super Micro Computer
$34.80
+5.78%
DELL
Dell Technologies
$118.60
+2.06%
HPE
Hewlett Packard Enterprise
$20.80
+1.71%
IBM
International Business Machines
$258.40
-0.46%
NTAP
NetApp Inc.
$112.30
+0.81%
PSTG
Pure Storage
$58.40
+2.82%
WDC
Western Digital
$54.20
+1.31%
☁️

Hyperscalers & Cloud

8 companies tracked

+0.97%
Ticker
Company
Price
Change
MSFT
Microsoft Corporation
$415.60
+0.68%
AMZN
Amazon.com Inc.
$228.30
+1.38%
GOOGL
Alphabet Inc.
$188.40
+0.80%
META
Meta Platforms
$612.50
+0.69%
ORCL
Oracle Corporation
$178.50
+1.48%
CRM
Salesforce Inc.
$332.40
-0.63%
SNOW
Snowflake Inc.
$178.20
+1.95%
DDOG
Datadog Inc.
$132.60
+1.38%