Arista designs and sells multilayer network switches and software-defined networking (SDN) solutions for large data centers, cloud computing environments, high-performance computing, and campus environments.

Amphenol Corporation is one of the world's largest designers and manufacturers of electrical, electronic, and fiber optic connectors, interconnect systems, antennas, and sensors. They provide critical connectivity for data centers, military equipment, automobiles, and mobile devices.

AppLovin is a leading marketing software platform that provides developers with powerful, integrated solutions to grow their business. Its core software, AXON, utilizes machine learning to match advertisers with users, primarily in the mobile gaming and app ecosystem.

Broadcom Inc. is a global technology leader that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. Key segments include data center networking, custom AI accelerators (XPUs), broadband, and enterprise software.

The United States' largest producer of carbon-free energy and the leading operator of nuclear power plants. CEG supplies power to homes, businesses, and increasingly, energy-intensive data centers via "behind-the-meter" agreements.

A global leader in information technology infrastructure, delivering PCs, servers, storage, and networking solutions. The company is currently pivoting heavily toward AI-optimized servers and infrastructure to compete in the generative AI supercycle.

First Solar is a leading American solar technology company and global provider of comprehensive photovoltaic (PV) solar energy solutions. It uses a proprietary thin-film cadmium telluride (CdTe) semiconductor technology.

Corning Incorporated is a materials science innovator specializing in specialty glass, ceramics, and optical physics. Its critical growth engine is the Optical Communications segment for 5G and data centers.

Lululemon Athletica Inc. is a high-end athletic apparel retailer designing and distributing technical clothing for yoga, running, and training. The company operates a vertical retail model, selling directly to consumers through company-operated stores and e-commerce.

Micron Technology, Inc. is a global leader in innovative memory and storage solutions, designing and manufacturing DRAM and NAND flash memory critical for data centers, PCs, smartphones, automotive systems, and AI accelerators.

Quanta Services, Inc. is a leading specialized contracting services company, delivering infrastructure solutions for the electric power, renewable energy, and underground utility industries. They are a key provider for grid modernization and the AI data center energy boom.

Qnity Electronics is a leading global supplier of critical semiconductor and electronics materials. Its key products include chemical mechanical planarization (CMP) pads/slurries, lithography materials, and advanced packaging solutions.

A global leader in flash memory storage solutions. The company designs and manufactures NAND flash memory, solid-state drives (SSDs), and removable storage products for data centers, mobile devices, and consumer electronics.

A global leader in mass data storage solutions, primarily manufacturing Hard Disk Drives (HDDs) and Solid State Drives (SSDs). Their high-capacity drives (using HAMR technology) are essential for cloud data centers and AI model training storage.

A premier global media and entertainment company. It creates and distributes content through film studios (Warner Bros. Pictures), television networks (HBO, Discovery, CNN, HGTV, TNT, Eurosport), and streaming platforms (Max, discovery+).