Exposure library

Hyperscaler Capex

Tailwind

What this measures

Exposure to hyperscaler data center spending.

Top names

Latest assignments · as of Oct 11, 2026, 12:00 AM

1AAOIApplied Optoelectronics, Inc.0.9
2ALABAstera Labs, Inc. Common Stock0.9
3AMDAdvanced Micro Devices, Inc.0.9
4FPSForgent Power Solutions, Inc.0.9
5FRMIFermi Inc. Common Stock0.9
6GDSGDS Holdings Limited0.9
7POETPOET Technologies Inc.0.9
8ADIAnalog Devices, Inc.0.8
9AIRJAirJoule Technologies Corporation0.8
10AMKRAmkor Technology, Inc.0.8

How we assign this

Related exposures

Screen on Hyperscaler Capex

Preview data only. Rankings and assignments can change as markets and filings update. Not investment advice.