I asked the
@Deepvue AI what the strongest themes in the Deepvue Leaders are 👇
Semiconductors / chip equipment / materials
- AAOI, ACLS, ACMR, AMD, AMKR, AOSL, AXTI, CDNS, CGNX, COHR, COHU, DIOD, FORM, GFS, HIMX, ICHR, INTC, KLIC, LITE, LRCX, LSCC, MTSI, MPWR, MXL, MU, MRVL, NXPI, ON, PI, QRVO, SNDK, SIMO, SITM, SMTC, STM, SYNA, TSEM, TTMI, UMC, VECO, VIAV, VICR, WDC, WOLF, TXN, QCOM
Software / cloud / SaaS / data
- AKAM, BAND, DDOG, DOCN, FIVN, FIG, HNGE, KLAR, MDB, NET, NTAP, NTCT, OMCL, RBRK, RELY, SAIL, TWLO, YOU, FROG
Cybersecurity / network security / IT infrastructure
- CRWD, FTNT, PANW, RBRK, AKAM, CSCO, FFIV, HPE, NTCT, CIEN, TDC, DGII
AI / data-center / compute infrastructure
- ARM, CRDO, DELL, FLEX, GFS, HPE, INTC, LITE, MDB, MRVL, MPWR, MU, NET, ON, VRT, WDC, WOLF, DDOG
Healthcare / biotech / medtech
- ADEA, AMN, AXSM, BRKR, BTSG, CNC, DVA, GRAL, JAZZ, KNSA, LNTH, LQDA, NBIX, NVCR, OSCR, STAA, TVTX, TXG, URGN, VCYT, WST, LLY
Energy / oil & gas / power / clean energy
- APA, BE, CLSK, CORZ, CVE, CVI, DK, ENPH, EOSE, EQNR, FCEL, FLNC, FRO, FSLR, GNRC, HUT, MPC, NVT, ORA, PARR, PUMP, RIOT, SM, TLN, TRGP, VIST, AESI, KGS, PENG
Industrials / engineering / construction / machinery
- AGX, CECO, CLF, ESI? not in list, IESC, MTZ, MYRG, PWR, STRL, W, WLDN, VVX, LINC, HLIO, LSTR, RXO, WERN, VPG, ULS, BW, CSTM, MTRN, VSH
Aerospace / defense / space
- AVEX, LUNR, MDA, RDW, RKLB, SPIR, ULS
Consumer / retail / discretionary / media
- BIRK, BRC, CHEF, COCO, DAVE, EBAY, GAP, KSS, M, PVH, RL, SIRI, VSCO, WMG, YSS, LB
Financials / exchanges / fintech / trading
- CBOE, ECPG, ETOR, EZPW, P, PIII, RSI, SGHC, SNEX, VCTR, VIRT, RELY
Transportation / logistics / shipping / mobility
- CPA, FLY, FLYW, LPG, LSTR, RXO, WERN, PUMP, FRO, ULS
Crypto / digital assets / blockchain
- CORZ, GLXY, HUT, RIOT, VOYG, ETOR, NBIS
Utilities / power / grid
- BE, GNRC, NVT, ORA, TLN, VRT, FLNC, FCEL, EOSE
Materials / metals / mining / chemicals
- AA, CENX, CLF, GOLD, KALU, MTRN, SM, SXT, VPG, CSTM
Telecom / networking / communications
- CIEN, CSCO, FFIV, HPE, HLIT, NOK, NTCT, TDC, VIAV, VSAT
What stands out most:
- Semis are the core theme — this is the deepest and broadest cluster.
- Software cybersecurity is the next big pillar.
- AI infrastructure / data-center buildout ties together semis, power, networking, and server hardware.
- Energy and electrification are heavily represented, especially where power demand and infrastructure expansion matter.