Global Buy the Dip

Taiwan Semiconductor Manufacturing

Market Cap: NT$49.0t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Samsung Electronics

Market Cap: ₩1195.6t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.

SK hynix

Market Cap: ₩638.0t

Manufactures, distributes, and sells semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

Micron Technology

Market Cap: US$416.8b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Applied Materials

Market Cap: US$257.7b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

Lam Research

Market Cap: US$248.9b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

GE Vernova

Market Cap: US$212.7b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.

KLA

Market Cap: US$176.2b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

Rio Tinto Group

Market Cap: UK£115.6b

Engages in exploring, mining, and processing mineral resources worldwide.

Analog Devices

Market Cap: US$154.2b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

SoftBank Group

Market Cap: JP¥22.4t

Provides telecommunication services in Japan and internationally.

Zijin Mining Group

Market Cap: CN¥972.3b

Engages in the exploration, mining, processing, refining, and sale of gold, non-ferrous metals, and other mineral resources in Mainland China and internationally.

Sumitomo Mitsui Financial Group

Market Cap: JP¥20.8t

Provides banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania.

Newmont

Market Cap: US$126.3b

Operates as a gold producer.

Tokyo Electron

Market Cap: JP¥19.1t

Develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.

Parker-Hannifin

Market Cap: US$116.6b

Manufactures and sells motion and control technologies and systems for aerospace and defense, in-plant and industrial equipment, transportation, off-highway, energy, and HVAC and refrigeration markets in North America, Europe, Asia Pacific, and Latin America.

Agnico Eagle Mines

Market Cap: US$110.6b

A gold mining company, engages in the exploration, development, and production of precious metals.

Mizuho Financial Group

Market Cap: JP¥16.0t

Engages in banking, trust banking, securities, and other businesses related to financial services in Japan, the Americas, Europe, Asia/Oceania, and internationally.

ITOCHU

Market Cap: JP¥14.6t

Trades and imports/exports various products worldwide.

Hyundai Motor

Market Cap: ₩127.7t

Manufactures and distributes motor vehicles and parts worldwide.

Freeport-McMoRan

Market Cap: US$85.3b

Engages in the mining of mineral properties in North America, South America, and Indonesia.

Grupo México. de

Market Cap: Mex$1.5t

Engages in copper production, cargo transportation, and infrastructure businesses worldwide.

Western Digital

Market Cap: US$83.1b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Sandisk

Market Cap: US$77.8b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Barrick Mining

Market Cap: CA$103.4b

Engages in the exploration, development, production, and sale of mineral properties.

Kioxia Holdings

Market Cap: JP¥10.9t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

CMOC Group

Market Cap: CN¥458.8b

Engages in the mining, beneficiation, smelting, and refining of base and rare metals.

Marubeni

Market Cap: JP¥8.8t

Marubeni Corporation purchases, distributes, and markets industrial and consumer goods.

AngloGold Ashanti

Market Cap: US$53.8b

Operates as a gold mining company in Africa, Australia, and the Americas.

Emirates NBD Bank PJSC

Market Cap: د.إ185.7b

Engages in the provision of corporate, institutional, retail, treasury, and Islamic banking services.

SK Square

Market Cap: ₩73.0t

Invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.

ASE Technology Holding

Market Cap: NT$1.5t

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

Comfort Systems USA

Market Cap: US$44.9b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Ferguson Enterprises

Market Cap: US$44.8b

Distributes essential water and air solutions to specialized professional in the United States and Canada.

Sumitomo

Market Cap: JP¥7.0t

Engages in the general trading business.

Murata Manufacturing

Market Cap: JP¥6.9t

Develops, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.