Microchip Technology
Ticker: MCHP
Industry: Semiconductors
Market Cap: $19 billion
YTD Return: 13%
Total Revenue: $4 billion
China Exposure (revenue): 30%
Source: Goldman Sachs
A. O. Smith Corp.
Ticker: AOS
Industry: Boilers and heating systems
Market Cap: $6 billion
YTD Return: 4%
Total Revenue: $3 billion
China Exposure (revenue): 35%
Source: Goldman Sachs
Western Digital
Ticker: WDC
Industry: Hard-drive manufacturer
Market Cap: $12 billion
YTD Return: 12%
Total Revenue: $19 billion
China Exposure (revenue): 39%
Source: Goldman Sachs
IPG Photonics Corp.
Ticker: IPGP
Industry: Commercial laser technology
Market Cap: $7 billion
YTD Return: 16%
Total Revenue: $1 billion
China Exposure (revenue): 44%
Source: Goldman Sachs
Texas Instruments
Ticker: TXN
Industry: Semiconductors
Market Cap: $99 billion
YTD Return: 13%
Total Revenue: $15 billion
China Exposure (revenue): 44%
Source: Goldman Sachs
Micron Technology
Ticker: MU
Industry: Semiconductors
Market Cap: $38 billion
YTD Return: 7%
Total Revenue: $20 billion
China Exposure (revenue): 51%
Source: Goldman Sachs
Qorvo
Ticker: QRVO
Industry: Wireless and broadband
Market Cap: $8 billion
YTD Return: 3%
Total Revenue: $3 billion
China Exposure (revenue): 52%
Source: Goldman Sachs
Broadcom
Ticker: AVGO
Industry: Semiconductors
Market Cap: $101 billion
YTD Return: 2%
Total Revenue: $18 billion
China Exposure (revenue): 54%
Source: Goldman Sachs
Qualcomm
Ticker: QCOM
Industry: Semiconductors
Market Cap: $80 billion
YTD Return: 18%
Total Revenue: $22 billion
China Exposure (revenue): 65%
Source: Goldman Sachs
Wynn Resorts
Ticker: WYNN
Industry: Casino & Gaming
Market Cap: $12 billion
YTD Return: 17%
Total Revenue: $6 billion
China Exposure (revenue): 73%
Source: Goldman Sachs