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 bubble2/11Hypothetical· equal-weight buy at inception, mark-to-market today
Apr 25 → Nov 6 · 11/11 picks · equal-weightFrequently 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.
Related research
- 8 min readRoundhill Photonics & Optics ETF ($LYTE): the first concentrated US bet on optical interconnect
- 5 min readBWX Technologies (BWXT) Q3: EPS up 26%, Commercial up 25%, 2027 outlook out
- 5 min readVicor (VICR) Q3: $197.1M revenue, royalties tripled to $66.6M, $406M backlog
- 7 min readVicor (VICR) - the AI-power name that isn't a utility, and the 48V bottleneck it owns