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 · 87 names matching · snapshot from August 12, 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.

FIVEFive Below, Inc.
62/100
Buy Short-Term
  • VALUE48
  • GROWTH81
  • MOMENT74
  • PROFIT48
  • RISK61
EXPDExpeditors International of Washington, Inc.
61/100
Buy Short-Term
  • VALUE54
  • GROWTH48
  • MOMENT65
  • PROFIT54
  • RISK77
AMEAMETEK, Inc.
60/100
Buy Short-Term
  • VALUE47
  • GROWTH48
  • MOMENT66
  • PROFIT58
  • RISK78
EWBCEast West Bancorp, Inc.
60/100
Buy Short-Term
  • VALUE53
  • GROWTH48
  • MOMENT66
  • PROFIT54
  • RISK75
ITWIllinois Tool Works Inc.
60/100
Buy Short-Term
  • VALUE40
  • GROWTH42
  • MOMENT61
  • PROFIT76
  • RISK78
APHAmphenol Corporation
59/100
Buy Short-Term
  • VALUE51
  • GROWTH63
  • MOMENT61
  • PROFIT51
  • RISK68
CSCOCisco Systems, Inc.
59/100
Buy Short-Term
  • VALUE52
  • GROWTH45
  • MOMENT62
  • PROFIT54
  • RISK79
PHParker-Hannifin Corporation
59/100
Buy Short-Term
  • VALUE47
  • GROWTH50
  • MOMENT69
  • PROFIT58
  • RISK69
FDXFedEx Corporation
58/100
Buy Short-Term
  • VALUE64
  • GROWTH53
  • MOMENT66
  • PROFIT44
  • RISK58
ROSTRoss Stores, Inc.
58/100
Buy Short-Term
  • VALUE42
  • GROWTH52
  • MOMENT71
  • PROFIT51
  • RISK67
TGTTarget Corporation
58/100
Buy Short-Term
  • VALUE57
  • GROWTH41
  • MOMENT76
  • PROFIT44
  • RISK64
AAPLApple Inc.
57/100
Hold
  • VALUE41
  • GROWTH42
  • MOMENT50
  • PROFIT66
  • RISK81
MUMicron Technology, Inc.
57/100
Hold
  • VALUE53
  • GROWTH91
  • MOMENT66
  • PROFIT68
  • RISK19
BAThe Boeing Company
56/100
Hold
  • VALUE36
  • GROWTH87
  • MOMENT55
  • PROFIT38
  • RISK63
BWABorgWarner Inc.
56/100
Hold
  • VALUE53
  • GROWTH46
  • MOMENT69
  • PROFIT45
  • RISK60
CDWCDW Corporation
56/100
Hold
  • VALUE57
  • GROWTH42
  • MOMENT55
  • PROFIT50
  • RISK73
DECKDeckers Outdoor Corporation
56/100
Hold
  • VALUE55
  • GROWTH53
  • MOMENT42
  • PROFIT72
  • RISK59
KEYSKeysight Technologies, Inc.
56/100
Hold
  • VALUE49
  • GROWTH45
  • MOMENT59
  • PROFIT52
  • RISK68
LVSLas Vegas Sands Corp.
56/100
Hold
  • VALUE43
  • GROWTH59
  • MOMENT36
  • PROFIT70
  • RISK73
NVDANVIDIA Corporation
56/100
Hold
  • VALUE43
  • GROWTH66
  • MOMENT55
  • PROFIT74
  • RISK46
RLRalph Lauren Corporation
56/100
Hold
  • VALUE48
  • GROWTH58
  • MOMENT66
  • PROFIT58
  • RISK48
ARWArrow Electronics, Inc.
55/100
Hold
  • VALUE59
  • GROWTH41
  • MOMENT53
  • PROFIT47
  • RISK70
GMGeneral Motors Company
55/100
Hold
  • VALUE53
  • GROWTH49
  • MOMENT69
  • PROFIT43
  • RISK56
UIUbiquiti Inc.
55/100
Hold
  • VALUE44
  • GROWTH55
  • MOMENT46
  • PROFIT66
  • RISK64
ADIAnalog Devices, Inc.
54/100
Hold
  • VALUE50
  • GROWTH48
  • MOMENT50
  • PROFIT52
  • RISK68
AVGOBroadcom Inc.
54/100
Hold
  • VALUE40
  • GROWTH59
  • MOMENT55
  • PROFIT57
  • RISK56
BURLBurlington Stores, Inc.
54/100
Hold
  • VALUE46
  • GROWTH67
  • MOMENT63
  • PROFIT45
  • RISK49
CMICummins Inc.
54/100
Hold
  • VALUE55
  • GROWTH52
  • MOMENT54
  • PROFIT46
  • RISK60
DLTRDollar Tree, Inc.
54/100
Hold
  • VALUE54
  • GROWTH69
  • MOMENT73
  • PROFIT51
  • RISK25
HPEHewlett Packard Enterprise Company
54/100
Hold
  • VALUE55
  • GROWTH38
  • MOMENT77
  • PROFIT46
  • RISK49
BBYBest Buy Co., Inc.
53/100
Hold
  • VALUE59
  • GROWTH46
  • MOMENT62
  • PROFIT48
  • RISK46
HASHasbro, Inc.
53/100
Hold
  • VALUE48
  • GROWTH35
  • MOMENT56
  • PROFIT75
  • RISK53
HPQHP Inc.
53/100
Hold
  • VALUE45
  • GROWTH40
  • MOMENT65
  • PROFIT42
  • RISK64
WDCWestern Digital Corporation
53/100
Hold
  • VALUE50
  • GROWTH72
  • MOMENT60
  • PROFIT70
  • RISK22
ZBHZimmer Biomet Holdings, Inc.
53/100
Hold
  • VALUE54
  • GROWTH45
  • MOMENT49
  • PROFIT57
  • RISK59
AMZNAmazon.com, Inc.
52/100
Hold
  • VALUE49
  • GROWTH53
  • MOMENT60
  • PROFIT52
  • RISK47
ANETArista Networks, Inc.
52/100
Hold
  • VALUE42
  • GROWTH50
  • MOMENT67
  • PROFIT57
  • RISK45
COSTCostco Wholesale Corporation
52/100
Hold
  • VALUE36
  • GROWTH60
  • MOMENT45
  • PROFIT41
  • RISK74
FCXFreeport-McMoRan Inc.
52/100
Hold
  • VALUE49
  • GROWTH46
  • MOMENT65
  • PROFIT52
  • RISK47
SWKSSkyworks Solutions, Inc.
52/100
Hold
  • VALUE57
  • GROWTH37
  • MOMENT61
  • PROFIT45
  • RISK54
TXNTexas Instruments Incorporated
52/100
Hold
  • VALUE49
  • GROWTH47
  • MOMENT48
  • PROFIT56
  • RISK58
DELLDell Technologies Inc.
51/100
Hold
  • VALUE43
  • GROWTH61
  • MOMENT74
  • PROFIT34
  • RISK40
JBLJabil Inc.
51/100
Hold
  • VALUE47
  • GROWTH40
  • MOMENT60
  • PROFIT48
  • RISK58
LHXL3Harris Technologies, Inc.
51/100
Hold
  • VALUE59
  • GROWTH47
  • MOMENT41
  • PROFIT44
  • RISK65
OTISOtis Worldwide Corporation
51/100
Hold
  • VALUE47
  • GROWTH42
  • MOMENT45
  • PROFIT46
  • RISK71
RRXRegal Rexnord Corporation
51/100
Hold
  • VALUE60
  • GROWTH53
  • MOMENT44
  • PROFIT42
  • RISK56
TPRTapestry, Inc.
51/100
Hold
  • VALUE27
  • GROWTH36
  • MOMENT68
  • PROFIT62
  • RISK56
BSXBoston Scientific Corporation
50/100
Hold
  • VALUE53
  • GROWTH51
  • MOMENT39
  • PROFIT57
  • RISK52
DGDollar General Corporation
50/100
Hold
  • VALUE56
  • GROWTH61
  • MOMENT51
  • PROFIT52
  • RISK32
DRSLeonardo DRS, Inc.
50/100
Hold
  • VALUE54
  • GROWTH57
  • MOMENT53
  • PROFIT43
  • RISK44
GLWCorning Inc
50/100
Hold
  • VALUE49
  • GROWTH55
  • MOMENT52
  • PROFIT47
  • RISK49
LOWLowe's Companies, Inc.
50/100
Hold
  • VALUE45
  • GROWTH45
  • MOMENT43
  • PROFIT45
  • RISK69
MTDMettler-Toledo International Inc.
50/100
Hold
  • VALUE35
  • GROWTH44
  • MOMENT52
  • PROFIT46
  • RISK69
CATCaterpillar Inc.
49/100
Hold
  • VALUE41
  • GROWTH44
  • MOMENT59
  • PROFIT60
  • RISK40
ENTGEntegris, Inc.
49/100
Hold
  • VALUE51
  • GROWTH40
  • MOMENT62
  • PROFIT48
  • RISK42
ESIElement Solutions Inc
49/100
Hold
  • VALUE49
  • GROWTH46
  • MOMENT50
  • PROFIT44
  • RISK55
MCHPMicrochip Technology Incorporated
49/100
Hold
  • VALUE50
  • GROWTH64
  • MOMENT45
  • PROFIT49
  • RISK43
ROKURoku, Inc.
49/100
Hold
  • VALUE40
  • GROWTH56
  • MOMENT69
  • PROFIT46
  • RISK33
TERTeradyne, Inc.
49/100
Hold
  • VALUE46
  • GROWTH44
  • MOMENT67
  • PROFIT56
  • RISK32
WMTWalmart Inc.
49/100
Hold
  • VALUE44
  • GROWTH56
  • MOMENT48
  • PROFIT41
  • RISK57
KLACKLA Corporation
48/100
Hold
  • VALUE36
  • GROWTH44
  • MOMENT54
  • PROFIT62
  • RISK44
LRCXLam Research Corporation
48/100
Hold
  • VALUE40
  • GROWTH49
  • MOMENT58
  • PROFIT59
  • RISK35
NKENIKE, Inc.
48/100
Hold
  • VALUE56
  • GROWTH41
  • MOMENT31
  • PROFIT47
  • RISK65
QQnity Electronics, Inc.
48/100
Hold
  • VALUE54
  • GROWTH43
  • MOMENT50
  • PROFIT48
  • RISK45
QCOMQUALCOMM Incorporated
48/100
Hold
  • VALUE56
  • GROWTH43
  • MOMENT44
  • PROFIT57
  • RISK41
AMATApplied Materials, Inc.
47/100
Hold
  • VALUE46
  • GROWTH40
  • MOMENT58
  • PROFIT54
  • RISK35
AMDAdvanced Micro Devices, Inc.
47/100
Hold
  • VALUE41
  • GROWTH64
  • MOMENT55
  • PROFIT48
  • RISK31
MRVLMarvell Technology, Inc.
47/100
Hold
  • VALUE46
  • GROWTH67
  • MOMENT60
  • PROFIT49
  • RISK17
ONTOOnto Innovation Inc.
47/100
Hold
  • VALUE44
  • GROWTH41
  • MOMENT64
  • PROFIT47
  • RISK39
ALBAlbemarle Corporation
46/100
Hold
  • VALUE41
  • GROWTH45
  • MOMENT44
  • PROFIT47
  • RISK52
MPWRMonolithic Power Systems, Inc.
46/100
Hold
  • VALUE41
  • GROWTH46
  • MOMENT52
  • PROFIT52
  • RISK42
MTSIMACOM Technology Solutions Holdings, Inc.
46/100
Hold
  • VALUE41
  • GROWTH45
  • MOMENT56
  • PROFIT50
  • RISK39
TTMITTM Technologies, Inc.
45/100
Hold
  • VALUE52
  • GROWTH49
  • MOMENT54
  • PROFIT42
  • RISK27
ALABAstera Labs, Inc. Common Stock
43/100
Hold
  • VALUE21
  • GROWTH82
  • MOMENT57
  • PROFIT55
  • RISK11
DOWDow Inc.
43/100
Hold
  • VALUE46
  • GROWTH32
  • MOMENT40
  • PROFIT32
  • RISK57
AMKRAmkor Technology, Inc.
42/100
Hold
  • VALUE57
  • GROWTH40
  • MOMENT47
  • PROFIT45
  • RISK21
INTCIntel Corp.
42/100
Hold
  • VALUE34
  • GROWTH46
  • MOMENT60
  • PROFIT39
  • RISK29
LITELumentum Holdings Inc.
41/100
Hold
  • VALUE22
  • GROWTH48
  • MOMENT69
  • PROFIT21
  • RISK38
ONON Semiconductor Corporation
41/100
Hold
  • VALUE54
  • GROWTH32
  • MOMENT47
  • PROFIT48
  • RISK27
LSCCLattice Semiconductor Corporation
39/100
Hold
  • VALUE18
  • GROWTH38
  • MOMENT53
  • PROFIT48
  • RISK40
AAOIApplied Optoelectronics, Inc.
38/100
Hold
  • VALUE26
  • GROWTH59
  • MOMENT67
  • PROFIT35
  • RISK5
CPNGCoupang, Inc.
38/100
Hold
  • VALUE27
  • GROWTH56
  • MOMENT35
  • PROFIT28
  • RISK45
WWayfair Inc.
38/100
Hold
  • VALUE18
  • GROWTH67
  • MOMENT69
  • PROFIT32
  • RISK5
CBRSCerebras Systems Inc.
37/100
Hold
  • VALUE19
  • GROWTH61
  • MOMENT59
  • PROFIT29
  • RISK19
RIVNRivian Automotive, Inc.
32/100
Short
  • VALUE24
  • GROWTH56
  • MOMENT54
  • PROFIT8
  • RISK16
MPMP Materials Corp.
28/100
Short
  • VALUE13
  • GROWTH48
  • MOMENT41
  • PROFIT16
  • RISK23
TSLATesla, Inc.
27/100
Short
  • VALUE9
  • GROWTH38
  • MOMENT31
  • PROFIT35
  • RISK25

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