| Ticker | Company | Sector / Industry | SEC Baseline | Models & Theses | |
|---|---|---|---|---|---|
| AAOI | APPLIED OPTOELECTRONICS, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ADI | ANALOG DEVICES INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AGX | ARGAN INC | Construction Construction - Special Trade Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| AIP | Arteris, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ALAB | Astera Labs, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ALEC | Alector, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| ALGM | ALLEGRO MICROSYSTEMS, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMAT | APPLIED MATERIALS INC /DE | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMBA | AMBARELLA INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMBQ | Ambiq Micro, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMD | ADVANCED MICRO DEVICES INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMKR | AMKOR TECHNOLOGY, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AMRC | Ameresco, Inc. | Construction Construction - Special Trade Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| AMSC | AMERICAN SUPERCONDUCTOR CORP /DE/ | Manufacturing Motors & Generators | not generated | — | ✨ Generate✍️ Post thesis |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| APH | AMPHENOL CORP /DE/ | Manufacturing Electronic Connectors | not generated | — | ✨ Generate✍️ Post thesis |
| ARM | ARM HOLDINGS PLC /UK | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ARRY | Array Technologies, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ASX | ASE Technology Holding Co., Ltd. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ATEYY | ADVANTEST CORP | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AUNA | AUNA S.A. | Services Services-Offices & Clinics of Doctors of Medicine | not generated | — | ✨ Generate✍️ Post thesis |
| AVGO | Broadcom Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| AXTI | AXT INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| BBCP | Concrete Pumping Holdings, Inc. | Construction Construction - Special Trade Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| BBU | Brookfield Business Partners L.P. | Construction Construction - Special Trade Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| BBUC | Brookfield Business Corp | Construction Construction - Special Trade Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| BELFA | BEL FUSE INC /NJ | Manufacturing Electronic Coils, Transformers & Other Inductors | not generated | — | ✨ Generate✍️ Post thesis |
| BIT | BlackRock Multi-Sector Income Trust | — | not generated | — | ✨ Generate✍️ Post thesis |
| BLD | TopBuild Corp | Construction Construction - Special Trade Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| CAKE | CHEESECAKE FACTORY INC | Retail Trade Retail-Eating Places | not generated | — | ✨ Generate✍️ Post thesis |
| CDNL | Cardinal Infrastructure Group Inc. | Construction Heavy Construction Other Than Bldg Const - Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| CRDO | Credo Technology Group Holding Ltd | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| CRUS | CIRRUS LOGIC, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| CSIQ | Canadian Solar Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| CTOR | CITIUS ONCOLOGY, INC. | — | not generated | — | ✨ Generate✍️ Post thesis |
| DIOD | DIODES INC /DEL/ | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| DQ | DAQO NEW ENERGY CORP. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ELVG | Elvictor Group, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| ENPH | Enphase Energy, Inc. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| ERC | ALLSPRING MULTI-SECTOR INCOME FUND | — | not generated | — | ✨ Generate✍️ Post thesis |
| FER | Ferrovial SE | Construction Heavy Construction Other Than Bldg Const - Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| FLR | FLUOR CORP | Construction Heavy Construction Other Than Bldg Const - Contractors | not generated | — | ✨ Generate✍️ Post thesis |
| FORM | FORMFACTOR INC | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| FOXF | FOX FACTORY HOLDING CORP | Manufacturing Motorcycles, Bicycles & Parts | not generated | — | ✨ Generate✍️ Post thesis |
| FRFAF | Fresh Factory B.C. Ltd. | — | not generated | — | ✨ Generate✍️ Post thesis |
| FSLR | FIRST SOLAR, INC. | Manufacturing Semiconductors & Related Devices | not generated | — | ✨ Generate✍️ Post thesis |
| GAFC | Guru App Factory Corp | — | not generated | — | ✨ Generate✍️ Post thesis |
| GCTS | GCT Semiconductor Holding, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| GCTS-WT | GCT Semiconductor Holding, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| GEO | GEO GROUP INC | Construction General Bldg Contractors - Residential Bldgs | not generated | — | ✨ Generate✍️ Post thesis |