Watchlist

Photonics & Power Watch

User-supplied 2026-04-25 follow-up - display/RF/SiC semis + power + defense + photonics adjacencies. Theme/category to be refined per user input.

source: user-2026-04-25-followup

Aligns with the Semi Equipment / Litho bubble2/11

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

Apr 25 → Jul 16 · 9/11 picks · equal-weight

-7.6%

Photonics & Power Watch

+4.8%

SPY

-12.4%

alpha

topHIMX+10.7%·WOLF+5.0%·FTC+4.3%

dragSHMD-31.6%·TRT-28.8%·VICR-13.2%

#1
HIMXHimax Technologies, Inc.
Display drivers / RF - Taiwanese.
$12.90last
#2
ENSIENSI (placeholder - clarify)
- last
#3
MEMSMEMS (placeholder - clarify)
$30.13last
#4
TRTTrio-Tech International
Trio-Tech - back-end burn-in test pivoting into AI GPU + auto semi reliability testing. Q3 FY26 (2026-05-14) +124% YoY rev / Back-End +141% to $13.1M; $7.8M AI-GPU burn-in orders; 104k sqft Malaysia capacity lease. Microcap, momentum tape, $10M raise dilution overhang, customers undisclosed.
$10.45last
#5
VICRVicor Corporation
Vicor - power conversion (also in Power Semis theme).
$230.41last
#6
FTCFTC Solar, Inc.
FTC Solar (also in Tema Space ETF holdings).
$177.33last
#7
LPKFLPKF Laser & Electronics SE
LIDE laser equipment for glass-core substrates (AI advanced packaging). >80% of glass-substrate validators run LPKF kit; Intel 2026-2030 rollout, mass prod 2027. Core biz contracting (-32% Q1 2026); rally is LIDE optionality.
- last
#8
SHMDSCHMID Group N.V.
SCHMID Group - recent SPAC, electronics manufacturing.
$4.31last
#9
NOCNorthrop Grumman Corporation
Northrop Grumman (also in Missile Defense theme + WH Basket).
$518.65last
#10
QRVOQorvo, Inc.
Qorvo - RF semis.
$83.50last
#11
WOLFWolfspeed, Inc.
Wolfspeed - SiC power semis.
$31.18last

Frequently asked questions

What stocks are in the Photonics & Power Watch watchlist?: The Photonics & Power Watch watchlist tracks 11 tickers on QuantAbundancia: HIMX, ENSI, MEMS, TRT, VICR, FTC, LPKF, SHMD, NOC, QRVO, plus 1 more.
What is the Photonics & Power Watch watchlist?: User-supplied 2026-04-25 follow-up - display/RF/SiC semis + power + defense + photonics adjacencies. Theme/category to be refined per user input.

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