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Watchlist

Photonics & Power Watch

Hardware names next to the photonics and power themes, listed on April 25, 2026: display and RF chips (HIMX, QRVO), SiC and power conversion (WOLF, VICR), laser and electronics manufacturing (LPKF, SHMD) and defense electronics and test (NOC, TRT), among others.

Aligns with the Semi Equipment / Litho bubble2/11

Hypothetical· equal-weight buy at inception, mark-to-market today

Apr 25 → Nov 6 · 11/11 picks · equal-weight
-23.3%
Photonics & Power Watch
+2.7%
SPY
-26.0%
alpha
topQRVO+32.8%·ENSI+8.4%·FTC-4.7%
dragTRT-68.0%·SHMD-65.9%·LPKF-45.4%

Frequently asked questions

What stocks are in the Photonics & Power Watch watchlist?
The Photonics & Power Watch watchlist tracks 11 tickers on QuantAbundance: HIMX, ENSI, MEMS, TRT, VICR, FTC, LPKF, SHMD, NOC, QRVO, plus 1 more.
What is the Photonics & Power Watch watchlist?
Hardware names next to the photonics and power themes, listed on April 25, 2026: display and RF chips (HIMX, QRVO), SiC and power conversion (WOLF, VICR), laser and electronics manufacturing (LPKF, SHMD) and defense electronics and test (NOC, TRT), among others.

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