Categories

High China / Supply-Chain Exposure Stocks

Companies most exposed to China-linked supply-chain and trade-restriction policy — semiconductors, hardware, and China-sourced goods.

Criteria: Policy exposure: china_supply_chain = High · 97 names matching · snapshot from October 29, 2026 market close

China supply-chain exposure runs deepest in semiconductors and hardware, in retailers whose goods are sourced there, and in industrials with meaningful China manufacturing or sales. For these names, export controls, trade restrictions, and geopolitical friction are a direct operational risk to sourcing, cost, and market access.

The list gathers the highest-exposure names across those groups. As with every QScore category the composite score is shown for context; the tag captures the strength of the China/supply-chain policy channel, not a judgment on the company.

These tags are AI-classified policy/regulatory sensitivity, derived from each company's sector, industry, and business description. They describe exposure and sensitivity only — not a political opinion, a claim of wrongdoing, a prediction of government action, or investment advice.

MUMicron Technology, Inc.
65/100
Buy Long-Term
  • VALUE54
  • GROWTH100
  • MOMENT67
  • PROFIT79
  • RISK36
SNDKSandisk Corporation
62/100
Buy Long-Term
  • VALUE54
  • GROWTH100
  • MOMENT64
  • PROFIT86
  • RISK20
EWBCEast West Bancorp, Inc.
61/100
Buy Short-Term
  • VALUE55
  • GROWTH47
  • MOMENT68
  • PROFIT56
  • RISK74
EXPDExpeditors International of Washington, Inc.
61/100
Buy Short-Term
  • VALUE48
  • GROWTH47
  • MOMENT76
  • PROFIT52
  • RISK78
AAPLApple Inc.
60/100
Buy Short-Term
  • VALUE38
  • GROWTH42
  • MOMENT62
  • PROFIT66
  • RISK85
DLTRDollar Tree, Inc.
60/100
Buy Short-Term
  • VALUE58
  • GROWTH72
  • MOMENT68
  • PROFIT54
  • RISK47
ITWIllinois Tool Works Inc.
60/100
Buy Short-Term
  • VALUE38
  • GROWTH42
  • MOMENT61
  • PROFIT76
  • RISK79
ADIAnalog Devices, Inc.
59/100
Buy Short-Term
  • VALUE49
  • GROWTH48
  • MOMENT66
  • PROFIT54
  • RISK72
SNSharkNinja, Inc.
59/100
Buy Short-Term
  • VALUE35
  • GROWTH63
  • MOMENT85
  • PROFIT51
  • RISK56
APHAmphenol Corporation
58/100
Hold
  • VALUE51
  • GROWTH63
  • MOMENT53
  • PROFIT52
  • RISK68
CSCOCisco Systems, Inc.
58/100
Hold
  • VALUE52
  • GROWTH44
  • MOMENT55
  • PROFIT54
  • RISK78
FDXFedEx Corporation
58/100
Buy Short-Term
  • VALUE66
  • GROWTH50
  • MOMENT71
  • PROFIT42
  • RISK59
TXNTexas Instruments Incorporated
58/100
Buy Short-Term
  • VALUE47
  • GROWTH47
  • MOMENT68
  • PROFIT59
  • RISK64
AMEAMETEK, Inc.
57/100
Buy Short-Term
  • VALUE40
  • GROWTH48
  • MOMENT62
  • PROFIT56
  • RISK76
AOSA. O. Smith Corporation
57/100
Hold
  • VALUE60
  • GROWTH44
  • MOMENT54
  • PROFIT59
  • RISK66
CDWCDW Corporation
57/100
Buy Short-Term
  • VALUE55
  • GROWTH41
  • MOMENT63
  • PROFIT48
  • RISK73
HASHasbro, Inc.
57/100
Buy Short-Term
  • VALUE45
  • GROWTH35
  • MOMENT75
  • PROFIT75
  • RISK54
DECKDeckers Outdoor Corporation
56/100
Hold
  • VALUE55
  • GROWTH51
  • MOMENT40
  • PROFIT72
  • RISK62
NVDANVIDIA Corporation
56/100
Hold
  • VALUE45
  • GROWTH65
  • MOMENT52
  • PROFIT76
  • RISK46
ROSTRoss Stores, Inc.
56/100
Hold
  • VALUE44
  • GROWTH50
  • MOMENT59
  • PROFIT53
  • RISK71
TGTTarget Corporation
56/100
Hold
  • VALUE61
  • GROWTH39
  • MOMENT60
  • PROFIT47
  • RISK66
ARWArrow Electronics, Inc.
55/100
Hold
  • VALUE58
  • GROWTH41
  • MOMENT58
  • PROFIT45
  • RISK67
BBYBest Buy Co., Inc.
55/100
Hold
  • VALUE57
  • GROWTH43
  • MOMENT69
  • PROFIT47
  • RISK55
KEYSKeysight Technologies, Inc.
55/100
Hold
  • VALUE50
  • GROWTH45
  • MOMENT59
  • PROFIT52
  • RISK67
RLRalph Lauren Corporation
55/100
Hold
  • VALUE46
  • GROWTH55
  • MOMENT59
  • PROFIT57
  • RISK58
GEHCGE HealthCare Technologies Inc.
54/100
Hold
  • VALUE54
  • GROWTH44
  • MOMENT50
  • PROFIT51
  • RISK67
LEVILevi Strauss & Co.
54/100
Hold
  • VALUE56
  • GROWTH57
  • MOMENT48
  • PROFIT56
  • RISK54
LHXL3Harris Technologies, Inc.
54/100
Hold
  • VALUE59
  • GROWTH46
  • MOMENT52
  • PROFIT44
  • RISK66
LVSLas Vegas Sands Corp.
54/100
Hold
  • VALUE45
  • GROWTH56
  • MOMENT31
  • PROFIT72
  • RISK70
PHParker-Hannifin Corporation
54/100
Hold
  • VALUE44
  • GROWTH49
  • MOMENT55
  • PROFIT57
  • RISK64
ROKURoku, Inc.
54/100
Hold
  • VALUE43
  • GROWTH55
  • MOMENT73
  • PROFIT47
  • RISK48
WDCWestern Digital Corporation
54/100
Hold
  • VALUE50
  • GROWTH71
  • MOMENT59
  • PROFIT71
  • RISK28
ZBHZimmer Biomet Holdings, Inc.
54/100
Hold
  • VALUE55
  • GROWTH45
  • MOMENT56
  • PROFIT58
  • RISK57
AVGOBroadcom Inc.
53/100
Hold
  • VALUE45
  • GROWTH58
  • MOMENT40
  • PROFIT62
  • RISK60
CMICummins Inc.
53/100
Hold
  • VALUE56
  • GROWTH52
  • MOMENT44
  • PROFIT46
  • RISK68
COSTCostco Wholesale Corporation
53/100
Hold
  • VALUE32
  • GROWTH61
  • MOMENT53
  • PROFIT41
  • RISK77
QCOMQUALCOMM Incorporated
53/100
Hold
  • VALUE55
  • GROWTH43
  • MOMENT59
  • PROFIT56
  • RISK49
RRXRegal Rexnord Corporation
53/100
Hold
  • VALUE60
  • GROWTH49
  • MOMENT42
  • PROFIT42
  • RISK67
BAThe Boeing Company
52/100
Hold
  • VALUE49
  • GROWTH82
  • MOMENT34
  • PROFIT41
  • RISK60
FCXFreeport-McMoRan Inc.
52/100
Hold
  • VALUE51
  • GROWTH45
  • MOMENT63
  • PROFIT51
  • RISK48
GMGeneral Motors Company
52/100
Hold
  • VALUE57
  • GROWTH49
  • MOMENT60
  • PROFIT45
  • RISK49
JBLJabil Inc.
52/100
Hold
  • VALUE52
  • GROWTH49
  • MOMENT45
  • PROFIT48
  • RISK63
NKENIKE, Inc.
52/100
Hold
  • VALUE55
  • GROWTH40
  • MOMENT43
  • PROFIT46
  • RISK72
OTISOtis Worldwide Corporation
52/100
Hold
  • VALUE48
  • GROWTH41
  • MOMENT51
  • PROFIT45
  • RISK68
TPRTapestry, Inc.
52/100
Hold
  • VALUE40
  • GROWTH75
  • MOMENT39
  • PROFIT81
  • RISK36
UIUbiquiti Inc.
52/100
Hold
  • VALUE45
  • GROWTH51
  • MOMENT45
  • PROFIT64
  • RISK58
AMZNAmazon.com, Inc.
51/100
Hold
  • VALUE49
  • GROWTH50
  • MOMENT49
  • PROFIT48
  • RISK57
BWABorgWarner Inc.
51/100
Hold
  • VALUE56
  • GROWTH45
  • MOMENT47
  • PROFIT46
  • RISK60
DGDollar General Corporation
51/100
Hold
  • VALUE58
  • GROWTH60
  • MOMENT59
  • PROFIT50
  • RISK31
HPEHewlett Packard Enterprise Company
51/100
Hold
  • VALUE56
  • GROWTH38
  • MOMENT66
  • PROFIT46
  • RISK46
LOWLowe's Companies, Inc.
51/100
Hold
  • VALUE45
  • GROWTH44
  • MOMENT50
  • PROFIT44
  • RISK68
MCHPMicrochip Technology Incorporated
51/100
Hold
  • VALUE47
  • GROWTH63
  • MOMENT51
  • PROFIT48
  • RISK47
MTDMettler-Toledo International Inc.
51/100
Hold
  • VALUE35
  • GROWTH43
  • MOMENT58
  • PROFIT47
  • RISK68
SNXTD Synnex Corp
51/100
Hold
  • VALUE58
  • GROWTH44
  • MOMENT57
  • PROFIT34
  • RISK59
AMATApplied Materials, Inc.
50/100
Hold
  • VALUE49
  • GROWTH40
  • MOMENT53
  • PROFIT55
  • RISK54
DELLDell Technologies Inc.
50/100
Hold
  • VALUE44
  • GROWTH60
  • MOMENT68
  • PROFIT33
  • RISK42
ENTGEntegris, Inc.
50/100
Hold
  • VALUE51
  • GROWTH39
  • MOMENT64
  • PROFIT49
  • RISK46
GLWCorning Inc
50/100
Hold
  • VALUE51
  • GROWTH55
  • MOMENT44
  • PROFIT46
  • RISK55
HPQHP Inc.
50/100
Hold
  • VALUE46
  • GROWTH40
  • MOMENT58
  • PROFIT41
  • RISK63
SWKSSkyworks Solutions, Inc.
50/100
Hold
  • VALUE55
  • GROWTH37
  • MOMENT59
  • PROFIT43
  • RISK51
ANETArista Networks, Inc.
49/100
Hold
  • VALUE42
  • GROWTH50
  • MOMENT52
  • PROFIT58
  • RISK46
BSXBoston Scientific Corporation
49/100
Hold
  • VALUE54
  • GROWTH51
  • MOMENT32
  • PROFIT58
  • RISK52
KLACKLA Corporation
49/100
Hold
  • VALUE40
  • GROWTH44
  • MOMENT43
  • PROFIT64
  • RISK54
LRCXLam Research Corporation
49/100
Hold
  • VALUE45
  • GROWTH49
  • MOMENT51
  • PROFIT61
  • RISK42
MRVLMarvell Technology, Inc.
49/100
Hold
  • VALUE44
  • GROWTH67
  • MOMENT64
  • PROFIT49
  • RISK27
QQnity Electronics, Inc.
49/100
Hold
  • VALUE54
  • GROWTH43
  • MOMENT44
  • PROFIT47
  • RISK56
WMTWalmart Inc.
49/100
Hold
  • VALUE40
  • GROWTH54
  • MOMENT59
  • PROFIT40
  • RISK49
AMDAdvanced Micro Devices, Inc.
48/100
Hold
  • VALUE34
  • GROWTH63
  • MOMENT63
  • PROFIT47
  • RISK36
DRSLeonardo DRS, Inc.
48/100
Hold
  • VALUE53
  • GROWTH55
  • MOMENT48
  • PROFIT44
  • RISK42
GFSGLOBALFOUNDRIES Inc.
48/100
Hold
  • VALUE56
  • GROWTH54
  • MOMENT43
  • PROFIT44
  • RISK44
SMCIPSuper Micro Computer, Inc.
48/100
Hold
  • VALUE50
  • GROWTH50
  • MOMENT55
  • PROFIT50
  • RISK37
TERTeradyne, Inc.
48/100
Hold
  • VALUE50
  • GROWTH44
  • MOMENT52
  • PROFIT58
  • RISK36
BURLBurlington Stores, Inc.
47/100
Hold
  • VALUE52
  • GROWTH64
  • MOMENT30
  • PROFIT50
  • RISK43
CATCaterpillar Inc.
47/100
Hold
  • VALUE47
  • GROWTH43
  • MOMENT38
  • PROFIT60
  • RISK50
ESIElement Solutions Inc
47/100
Hold
  • VALUE44
  • GROWTH45
  • MOMENT47
  • PROFIT41
  • RISK55
MCHPPMicrochip Technology Incorporated
47/100
Hold
  • VALUE50
  • GROWTH50
  • MOMENT50
  • PROFIT50
  • RISK38
SANMSanmina Corporation
47/100
Hold
  • VALUE56
  • GROWTH46
  • MOMENT49
  • PROFIT44
  • RISK40
DOWDow Inc.
46/100
Hold
  • VALUE48
  • GROWTH32
  • MOMENT60
  • PROFIT32
  • RISK54
FLEXFlex Ltd.
45/100
Hold
  • VALUE55
  • GROWTH42
  • MOMENT50
  • PROFIT41
  • RISK38
MPWRMonolithic Power Systems, Inc.
45/100
Hold
  • VALUE43
  • GROWTH46
  • MOMENT40
  • PROFIT53
  • RISK45
ONTOOnto Innovation Inc.
45/100
Hold
  • VALUE48
  • GROWTH40
  • MOMENT50
  • PROFIT46
  • RISK41
SMCISuper Micro Computer, Inc.
45/100
Hold
  • VALUE59
  • GROWTH58
  • MOMENT49
  • PROFIT35
  • RISK25
ALABAstera Labs, Inc. Common Stock
44/100
Hold
  • VALUE19
  • GROWTH81
  • MOMENT53
  • PROFIT55
  • RISK20
ALBAlbemarle Corporation
43/100
Hold
  • VALUE45
  • GROWTH45
  • MOMENT33
  • PROFIT47
  • RISK45
MTSIMACOM Technology Solutions Holdings, Inc.
43/100
Hold
  • VALUE43
  • GROWTH45
  • MOMENT48
  • PROFIT49
  • RISK30
ONON Semiconductor Corporation
43/100
Hold
  • VALUE54
  • GROWTH32
  • MOMENT45
  • PROFIT48
  • RISK37
AMKRAmkor Technology, Inc.
42/100
Hold
  • VALUE58
  • GROWTH40
  • MOMENT39
  • PROFIT45
  • RISK29
LITELumentum Holdings Inc.
42/100
Hold
  • VALUE20
  • GROWTH62
  • MOMENT71
  • PROFIT20
  • RISK35
WWayfair Inc.
42/100
Hold
  • VALUE17
  • GROWTH63
  • MOMENT76
  • PROFIT31
  • RISK21
CPNGCoupang, Inc.
41/100
Hold
  • VALUE27
  • GROWTH53
  • MOMENT34
  • PROFIT27
  • RISK60
INTCIntel Corp.
40/100
Hold
  • VALUE29
  • GROWTH45
  • MOMENT57
  • PROFIT37
  • RISK33
LSCCLattice Semiconductor Corporation
39/100
Hold
  • VALUE20
  • GROWTH37
  • MOMENT49
  • PROFIT46
  • RISK42
SITMSiTime Corporation
39/100
Hold
  • VALUE16
  • GROWTH75
  • MOMENT52
  • PROFIT42
  • RISK14
TTMITTM Technologies, Inc.
38/100
Hold
  • VALUE55
  • GROWTH49
  • MOMENT38
  • PROFIT41
  • RISK13
TSLATesla, Inc.
35/100
Short
  • VALUE7
  • GROWTH38
  • MOMENT57
  • PROFIT33
  • RISK36
RIVNRivian Automotive, Inc.
31/100
Hold
  • VALUE26
  • GROWTH52
  • MOMENT30
  • PROFIT9
  • RISK38
CBRSCerebras Systems Inc.
30/100
Hold
  • VALUE20
  • GROWTH61
  • MOMENT26
  • PROFIT23
  • RISK26

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