The Threshold Report
← Money Moves

All companies, A to Z

226 companies the 11 tracked funds hold today, and those they have dropped since Sept. 23.

#

171779309 SWP171779309 SWPin 1 fund

A

A10 NetworksATENin 1 fundAAONAAONin 1 fundABBABB · StockholmSwiss electrical equipment and factory automation companyin 1 fundAccelevationACCVin 1 fundAccelink TechnologiesChinese maker of fiber optic communication componentsin 1 fundAccton Technology2345 · TaiwanTaiwanese networking equipment makerin 1 fundADTRANADTNin 1 fundAdvanced Micro DevicesAMDUS designer of computer processors and graphics chipsin 2 fundsAdvantest6857 · TokyoJapanese chip testing equipment makerin 1 fundAehr Test SystemsAEHRin 1 fundAeva TechnologiesAEVAin 2 fundsAkamai TechnologiesAKAMUS cloud and cybersecurity providerin 2 fundsAlibaba GroupBABAin 1 fundAllegro MicroSystemsALGMin 1 fundAllientALNTin 1 fundAlphabetGOOGLUS parent company of Googlein 3 fundsAmazonAMZNUS online retailer and cloud computing providerin 3 fundsAmbarellaAMBAin 2 fundsAmerican Electric PowerAEPno longer heldAmphenolAPHin 1 fundANTHROPIC SERIES G PREF EQ PrvtANTHCin 1 fundApplied DigitalAPLDin 2 fundsApplied MaterialsAMATin 1 fundApplied OptoelectronicsAAOIUS maker of fiber optic componentsin 3 fundsAptivAPTVin 1 fundArista NetworksANETUS maker of networking equipment for data centersin 3 fundsARMARMBritish designer of chip technology for phones and serversin 1 fundArqit QuantumARQQin 1 fundASE Technology3711 · Taiwanin 1 fundAsia Vital Components3017 · Taiwanin 1 fundASMLASMLDutch chipmaking equipment makerin 2 fundsAstera LabsALABUS designer of chips connecting data center equipmentin 1 fundAtlassianTEAMin 1 fundAurora InnovationAURin 1 fundAXTAXTIUS maker of materials for chips and optical componentsin 2 funds

B

BaiduBIDUin 1 fundBE Semiconductor IndustriesBESI · AmsterdamDutch maker of chip assembly equipmentin 1 fundBloom EnergyBEin 1 fundBoost RunBRUNin 1 fundBroadcomAVGOUS chip and software makerin 2 fundsBYD1211 · Hong Kongin 1 fund

C

CACI InternationalCACIin 1 fundCamtekCAMTin 1 fundCelesticaCLSCanadian electronics manufacturerin 3 fundsCerebras SystemsCBRSUS AI chip makerin 1 fundChaozhou Three-Circlein 1 fundCheck Point Software TechnologiesCHKPin 1 fundChina Leadshine Technology002979 · Shenzhenin 1 fundChroma Ate2360 · Taiwanin 1 fundChurchill Capital Corp XICCXIin 1 fundCienaCIENUS fiber optic networking equipment and software makerin 3 fundsCipher DigitalCIFRUS data center and bitcoin mining companyin 2 fundsCleanSparkCLSKin 1 fundCloudflareNETUS cloud computing and cybersecurity providerin 2 fundsCoherentCOHRUS maker of lasers and optical componentsin 4 fundsComfort Systems USAFIXin 1 fundConstellation EnergyCEGin 1 fundCore ScientificCORZin 2 fundsCoreWeaveCRWVUS cloud computing provider specializing in AIin 3 fundsCorningGLWin 1 fundCrasus Chemical646A · TokyoJapanese chemicals makerno longer heldCredo Technology GroupCRDOin 3 fundsCrowdstrikeCRWDUS cybersecurity companyin 3 fundsCXMTChinese memory chip makerin 1 fund

D

DatadogDDOGUS provider of cloud monitoring and security softwarein 2 fundsDell TechnologiesDELLin 2 fundsDelta Electronics2308 · TaiwanTaiwanese power and cooling equipment makerin 1 fundDisco6146 · TokyoJapanese maker of chip cutting and grinding equipmentno longer heldDoosan Robotics454910 · Koreain 1 fundDT MidstreamDTMin 1 fundDycom IndustriesDYin 1 fund

E

ElasticESTCDutch search and data analysis software providerin 2 fundsElite Material2383 · TaiwanTaiwanese maker of circuit board materialsin 1 fundEntegrisENTGUS maker of chip manufacturing materials and equipmentin 2 fundsEntergyETRin 1 fundEoptolink Technology300502 · ShenzhenChinese maker of fiber optic components for data centersin 1 fundEQTEQTin 1 fundEstun Automation2715 · Hong KongChinese maker of industrial robots and automation equipmentin 1 fundEvergyEVRGin 1 fund

F

F5FFIVin 1 fundFabrinetFNThailand-based electronics manufacturer for other companiesin 2 fundsFANUC6954 · Tokyoin 1 fundFlexFLEXUS-based electronics manufacturer for other companiesin 1 fundFOCI Fiber Optic Communications3363 · TaiwanTaiwanese fiber optic components makerin 1 fundForgent Power SolutionsFPSin 1 fundFormFactorFORMin 1 fundFortinetFTNTin 1 fund

G

Galaxy DigitalGLXYin 1 fundGE VernovaGEVin 1 fundGen DigitalGENin 1 fundGeneral MotorsGMin 1 fundGenthermTHRMno longer heldGigaDevice Semiconductor603986 · ShanghaiChinese memory and control chip designerin 1 fundGlobal Unichip3443 · TaiwanTaiwanese custom chip designerin 1 fundGlobalFoundriesGFSin 1 fundGrabGRABin 1 fundGuangdong Fenghua Advanced Technologyin 1 fund

H

Hanmi Semiconductor042700 · KoreaSouth Korean maker of chip assembly equipmentno longer heldHarmonic Drive Systems6324 · TokyoJapanese maker of precision gearboxes for robotsin 1 fundHesai GroupHSAIChina-based maker of laser sensors for vehicles and robotsin 3 fundsHewlett Packard EnterpriseHPEin 1 fundHexagonHEXAB · Stockholmin 1 fundHiwin Technologies2049 · Taiwanin 1 fundHoly Stone Enterprise3026 · Taiwanin 1 fundHorizon Robotics9660 · Hong Kongin 1 fundHut 8HUTin 2 fundsHyundai Motor005380 · Koreain 1 fund

I

Ibiden4062 · Tokyono longer heldindie SemiconductorINDIin 1 fundInfineon TechnologiesIFNNYGerman maker of power and control chipsin 2 fundsInnioINIOin 1 fundIntelINTCUS computer chip designer and manufacturerin 2 fundsIPG PhotonicsIPGPin 1 fundIRENIRENin 2 funds

K

Kawasaki Heavy Industries7012 · Tokyoin 1 fundKeel InfrastructureKEELin 1 fundKioxia285A · TokyoJapanese memory chip makerin 2 fundsKLAKLACin 1 fundKodiak AIKDKin 1 fund

L

Lam ResearchLRCXin 2 fundsLandMark Optoelectronics3081 · TaiwanTaiwanese maker of materials for laser chipsin 1 fundLattice SemiconductorLSCCUS programmable chip designerin 1 fundLeader Harmonious Drive Systems688017 · ShanghaiChinese maker of precision gearboxes for robotsin 1 fundLightwave LogicLWLGin 1 fundLumentumLITEUS maker of lasers and optical componentsin 6 fundsLyftLYFTin 1 fund

M

MACOM Technology SolutionsMTSIUS maker of chips for communications and defensein 2 fundsMarvell TechnologyMRVLUS designer of chips for data centers and networksin 3 fundsMasTecMTZUS builder of energy and communications infrastructurein 1 fundMaterionMTRNin 1 fundMediaTek2454 · TaiwanTaiwanese designer of chips for phones and other electronicsin 1 fundMeta PlatformsMETAUS parent company of Facebook and Instagramin 1 fundMicron TechnologyMUUS memory chip makerin 4 fundsMicrosoftMSFTUS software and cloud computing companyin 2 fundsMinth Group425 · Hong Kongin 1 fundMobileye GlobalMBLYin 1 fundModine ManufacturingMODUS cooling equipment makerin 1 fundMurata Manufacturing6981 · TokyoJapanese electronic components makerin 2 fundsMYR GroupMYRGUS builder of power lines and electrical systemsin 1 fund

N

Nabtesco6268 · TokyoJapanese maker of robot gearboxes and transport componentsin 1 fundNanya Technology2408 · Taiwanin 1 fundNebiusNBISDutch cloud computing provider specializing in AIin 3 fundsNetskopeNTSKin 1 fundNidec6594 · Tokyono longer heldNingbo Tuopu Group601689 · ShanghaiChinese maker of car and robot partsin 1 fundnLightLASRin 1 fundNovaNVMIin 1 fundNovantaNOVTin 2 fundsnVent ElectricNVTin 1 fundNVIDIANVDAUS AI and graphics chip designerin 4 funds

O

OktaOKTAUS provider of login and access security softwarein 2 fundsON SemiconductorONin 1 fundOneSpanOSPNin 1 fundOnto InnovationONTOin 2 fundsOPENAI SERIES C PREF EQ PrvtOPNAIin 1 fundOrbbec688322 · ShanghaiChinese maker of cameras that measure depthin 1 fundOusterOUSTin 3 funds

P

Palo Alto NetworksPANWUS cybersecurity companyin 2 fundsPDF SolutionsPDFSin 1 fundPhotronicsPLABin 1 fundPOET TechnologiesPOETin 1 fundPony AIPONYin 1 fund

Q

QUALCOMMQCOMin 1 fundQualysQLYSin 1 fundQuanta Computer2382 · TaiwanTaiwanese maker of servers and laptops for other companiesno longer heldQuanta ServicesPWRUS builder of power and communications infrastructurein 1 fundQuantinuumQNTUS quantum computing companyno longer held

R

RadwareRDWRin 1 fundRainbow Robotics277810 · KoreaSouth Korean maker of industrial and humanoid robotsin 1 fundRapid7RPDin 1 fundResonac4004 · TokyoJapanese chip materials and chemicals makerin 1 fundRiot PlatformsRIOTin 2 fundsRoboSense Technology2498 · Hong KongChina-based maker of laser sensors for vehicles and robotsin 2 fundsRobotis108490 · KoreaSouth Korean maker of robot motors and delivery robotsin 1 fundRubrikRBRKin 1 fundRUM GroupRUMin 1 fund

S

SailPointSAILin 1 fundSamsung Electro-Mechanics009150 · Koreain 1 fundSamsung Electronics005930 · KoreaSouth Korean maker of chips and consumer electronicsin 2 fundsSandiskSNDKUS maker of memory chips and storage devicesin 3 fundsSchaefflerSHA0 · Germanyin 1 fundSchneider ElectricSU · ParisFrench power management and factory automation companyin 2 fundsSeagate TechnologySTXin 2 fundsSentinelOneSin 1 fundSeyond2665 · Hong Kongin 1 fundSharonAISHAZin 1 fundShenzhen Dobot2432 · Hong Kongin 1 fundShenzhen Inovance Technology300124 · Shenzhenin 1 fundShenzhen Zhaowei Machinery & Electronic2692 · Hong KongChinese maker of small motors and gearboxesin 1 fundSiemens EnergyENR · Germanyin 1 fundSK hynixSKHYSouth Korean memory chip makerin 4 fundsSK TelecomSKMSouth Korean mobile phone and internet service providerno longer heldSKFSKFB · StockholmSwedish maker of bearings and industrial sealsno longer heldSnowflakeSNOWUS cloud data storage and analysis companyin 2 fundsSoftBank Group9984 · TokyoJapanese technology investment groupno longer heldSolaris Energy InfrastructureSEIin 1 fundSpace Exploration Technologies CorSPCXin 1 fundSuper Micro ComputerSMCIUS server makerin 2 fundsSuzhou TFC Optical Communication300394 · ShenzhenChinese maker of fiber optic componentsin 1 fund

T

T&S Communications300570 · ShenzhenChinese maker of fiber optic componentsin 1 fundTaiyo Yuden6976 · Tokyoin 1 fundTeledyne TechnologiesTDYin 1 fundTelosTLSin 1 fundTenableTENBin 1 fundTeradyneTERin 1 fundTeraWulfWULFUS bitcoin miner and AI data center operatorin 2 fundsTeslaTSLAUS electric vehicle and energy storage companyin 3 fundsTHK6481 · Tokyoin 1 fundTower SemiconductorTSEMIsraeli chip manufacturer for other companiesin 2 fundsTSMCTSMTaiwanese chip manufacturer for other companiesin 3 fundsTwilioTWLOUS provider of business messaging and calling softwarein 1 fund

U

Uber TechnologiesUBERin 1 fundUBTech Robotics9880 · Hong KongChinese maker of humanoid and educational robotsin 1 fundUltra CleanUCTTin 1 fundUnimicron Technology3037 · TaiwanTaiwanese circuit board makerin 1 fund

V

Varonis SystemsVRNSin 1 fundVeeco InstrumentsVECOUS chipmaking equipment makerin 1 fundVertivVRTUS data center power and cooling equipment makerin 2 fundsViavi SolutionsVIAVin 1 fundVishay Precision GroupVPGUS maker of precision sensors and measurement equipmentin 1 fund

W

Walsin Technology2492 · Taiwanin 1 fundWeRideWRDin 1 fundWestern DigitalWDCUS hard drive makerin 3 fundsWhiteFiberWYFIin 1 fundWilliams CosWMBin 1 fundWinbond Electronics2344 · Taiwanin 1 fundWistron3231 · TaiwanTaiwanese maker of servers and laptops for other companiesno longer held

X

Xiaomi1810 · Hong KongChina-based consumer electronics and electric vehicle makerin 1 fundXPengXPEVin 2 funds

Y

Yageoin 1 fundYaskawa Electric6506 · Tokyoin 1 fundYuanjie Semiconductor TechnologyChinese maker of laser chips for fiber optic communicationsin 1 fundYushu Technology (Unitree Robotics)Chinese maker of humanoid robots and robot dogsin 1 fund

Z

Z AI2513 · Hong KongChinese AI model developerin 1 fundZhejiang Sanhua Intelligent Controls2050 · Hong KongChinese maker of heating and cooling controlsin 1 fundZhejiang Shuanghuan Driveline002472 · ShenzhenChinese maker of gears for cars and robotsin 1 fundZhongji Innolight300308 · ShenzhenChinese maker of fiber optic components for data centersin 1 fundZscalerZSin 1 fund