List 10 more mid and small caps

Screening Filters

1. Market Cap Category: ['mid', 'small']

   • Purpose: Limit results to mid-cap and small-cap stocks.
   • Rationale:
     • You explicitly asked for “10 more mid and small-cap companies,” so constraining market cap is directly aligned with your request.
     • Mid and small caps often include more specialized or pure‑play names in high‑performance memory and the related “picks and shovels” ecosystem, versus the mega‑caps that dominate the broader semiconductor space.

2. Industry: ['Semiconductors & Semiconductor Equipment', 'Electronic Equipment & Parts', 'Computers Phones & Household Electronics']

   • Purpose: Focus on sectors most likely to include high‑performance memory players and their suppliers.
   • Rationale:
     • Semiconductors & Semiconductor Equipment:
       • Captures companies directly involved in DRAM, NAND, HBM, memory controllers, and the tools needed to manufacture them (deposition, etch, lithography support, testing, packaging, etc.).
       • This is the core industry for “picks and shovels” to MU/WDC/SanDisk-style memory producers.
     • Electronic Equipment & Parts:
       • Includes component makers (connectors, PCBs, modules, interface chips, signal integrity components) that are critical for integrating high‑performance memory into servers, data‑center hardware, and AI accelerators.
       • These are classic “picks and shovels” that enable adoption of high‑performance memory, even if they don’t fabricate memory chips themselves.
     • Computers Phones & Household Electronics:
       • Captures system OEMs and specialized device makers whose products rely heavily on high‑performance memory (e.g., high‑end PCs, gaming systems, networking/storage appliances).
       • Some smaller names in this bucket can be tightly coupled to HBM/DDR5/NAND adoption trends (e.g., niche storage or edge‑AI hardware vendors).

3. Themes: ['Semiconductor Equipment & Materials', 'Technology', 'Electronic Components', 'AI Beneficiary']

   • Purpose: Narrow the universe further to companies structurally linked to semiconductors, components, and AI‑driven demand—i.e., where high‑performance memory is a key growth driver.
   • Rationale:
     • Semiconductor Equipment & Materials:
       • Targets the “picks and shovels” that sell tools, consumables, and specialty materials used in memory fabs (etch/dep tools, CMP pads, gases, photoresists, advanced packaging materials, etc.).
       • These names benefit when Micron/WDC/SK Hynix/Samsung ramp capex for DRAM, NAND, and HBM.
     • Technology:
       • Ensures we stay inside broader tech rather than drifting into unrelated small/mid‑cap sectors.
       • Useful umbrella theme so we capture high‑performance computing, storage, and networking plays tied to memory demand.
     • Electronic Components:
       • Focuses on vendors of modules, controllers, power management, signal integrity, and other board‑level components that are required to deploy high‑performance memory solutions in real systems.
       • These are often smaller‑cap “behind the scenes” winners as memory bandwidth and capacity requirements rise.
     • AI Beneficiary:
       • High‑performance memory (especially HBM, DDR5, GDDR, and fast NAND/PCIe storage) is a core bottleneck and enabler for AI workloads.
       • Tagging “AI Beneficiary” helps surface names whose revenue is particularly levered to AI servers, accelerators, and data‑center builds—where memory content per box is exploding.
       • This is a strong indirect filter for high‑performance memory exposure, even if the company isn’t strictly a “memory” ticker.

Why Results Match:

• The market cap filter directly matches your request for mid and small‑cap names, excluding the large‑cap memory giants you already know (Micron, WDC, etc.).
• The industry filters focus on the semiconductor and electronics value chain, which is exactly where both high‑performance memory producers and their “picks and shovels” (equipment, components, and related hardware) reside.
• The theme filters refine this further to:
  • direct semiconductor equipment/materials (classic capex picks and shovels),
  • electronic components that enable high‑performance memory integration, and
  • AI‑beneficiary tech names, where high‑performance memory is a critical growth driver.
• We don’t have a literal “high‑performance memory” toggle, but combining Semiconductors & Semiconductor Equipment + Electronic Components + AI Beneficiary is an effective proxy to surface companies tied to DRAM/NAND/HBM demand and the tools and components that support that ecosystem.

In short, while the screener can’t tag “HBM/DDR5/NAND supplier” explicitly, these filters are designed to approximate that universe and find mid/small‑cap high‑performance memory plays and their associated picks‑and‑shovels.