Screen Universes
Select a universe and category below to explore Affinity’s collection of lenses.
Custom
Screener Results
564 of 2,985 Companies
Data as of 05/08/2026
Showing companies that have
at least
%
exposure to
of
the selected lenses above based on their
company
ticker
primary business
exch.
hq location
mkt cap ($B)
price
3M ret.
1Y ann. ret.
5Y ann. ret.
Prod. Line Exposure
Exposure Mkt Cap ($B)
NVDA
Data Center Processors for Analytics and AI (outsourced)
Data Center Processors for Analytics and AI (outsourced)
NASDAQ
United States
$5,229.36
$215.20
16.07%
83.35%
70.78%
100.00%
$5,229.36
AAPL
Smartphones (outsourced)
Smartphones (outsourced)
NASDAQ
United States
$4,308.10
$293.32
5.47%
48.52%
17.64%
65.20%
$2,808.67
MSFT
Cloud Office Suite Software
Cloud Office Suite Software
NASDAQ
United States
$3,083.69
$415.12
3.49%
-5.26%
10.46%
80.42%
$2,479.93
AVGO
Semiconductors for 5G Network Equipment (outsourced); sold to OEMs
Semiconductors for 5G Network Equipment (outsourced); sold to OEMs
NASDAQ
United States
$2,035.91
$430.00
29.16%
106.96%
56.88%
100.00%
$2,035.91
MU
Volatile Memory (DRAM) for Data Analytics and AI; sold to OEMs
Volatile Memory (DRAM) for Data Analytics and AI; sold to OEMs
NASDAQ
United States
$842.20
$746.81
89.21%
777.05%
54.09%
100.00%
$842.20
AMD
Microprocessors and Microcontrollers (outsourced); sold through distributor
Microprocessors and Microcontrollers (outsourced); sold through distributor
NASDAQ
United States
$742.23
$455.19
118.38%
347.58%
42.01%
100.00%
$742.23
INTC
Computer Processors; sold through distributor
Computer Processors; sold through distributor
NASDAQ
United States
$627.85
$124.92
146.93%
494.86%
16.72%
100.00%
$627.85
ORCL
Diversified Cloud Enterprise Software
Diversified Cloud Enterprise Software
NYSE
United States
$563.56
$195.95
37.20%
30.37%
19.50%
100.00%
$563.56
AMZN
Online Diversified Consumer Goods Retail
Online Diversified Consumer Goods Retail
NASDAQ
United States
$2,933.25
$272.68
29.65%
41.96%
10.63%
17.00%
$498.77
GOOGL
AI-Enabled Search Engine; ad revenue
AI-Enabled Search Engine; ad revenue
NASDAQ
United States
$2,334.26
$400.80
24.14%
159.79%
27.79%
21.04%
$491.05
CSCO
Diversified Networking Equipment (outsourced); sold through distributor
Diversified Networking Equipment (outsourced); sold through distributor
NASDAQ
United States
$381.44
$96.57
13.85%
61.73%
12.57%
100.00%
$381.44
LRCX
Semiconductor Production Equipment
Semiconductor Production Equipment
NASDAQ
United States
$367.73
$294.05
27.29%
292.59%
36.06%
100.00%
$367.73
AMAT
Semiconductor Production Equipment
Semiconductor Production Equipment
NASDAQ
United States
$345.57
$435.44
35.02%
179.13%
26.78%
100.00%
$345.57
PLTR
AI-Enabled SaaS Government Intelligence Analysis Software
AI-Enabled SaaS Government Intelligence Analysis Software
NASDAQ
United States
$316.40
$137.80
1.40%
15.65%
47.48%
100.00%
$316.40
TXN
Diversified Semiconductors; sold through distributor
Diversified Semiconductors; sold through distributor
NASDAQ
United States
$261.92
$287.80
29.97%
73.75%
8.92%
100.00%
$261.92