Global Buy the Dip

Micron Technology

Market Cap: US$362.9b

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$256.4b

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$249.7b

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.

KLA

Market Cap: US$189.2b

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

Amphenol

Market Cap: US$152.0b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

Arista Networks

Market Cap: US$151.8b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

AppLovin

Market Cap: US$125.5b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Vertiv Holdings Co

Market Cap: US$96.1b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Western Digital

Market Cap: US$93.4b

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$90.9b

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.

Seagate Technology Holdings

Market Cap: US$85.1b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Lumentum Holdings

Market Cap: US$50.2b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Comfort Systems USA

Market Cap: US$48.0b

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

SK Square

Market Cap: ₩67.4t

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

CoreWeave

Market Cap: US$39.3b

Operates as a cloud infrastructure technology company in the United States.

Symbotic

Market Cap: US$30.4b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

AST SpaceMobile

Market Cap: US$30.1b

Designs and develops the constellation of BlueBird satellites in the United States.

Celestica

Market Cap: CA$41.2b

Provides supply chain solutions in Asia, North America, and internationally.

Bank Hapoalim B.M

Market Cap: ₪92.8b

Provides various banking and financial services in Israel, North America, Europe, and internationally.

Nebius Group

Market Cap: US$25.5b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Credo Technology Group Holding

Market Cap: US$17.6b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Nova

Market Cap: US$14.0b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Boliden

Market Cap: SEK 131.8b

Engages in the extracting, producing, and recycling of base metals in Sweden, Finland, other Nordic region, Germany, the United Kingdom, Europe, North America, and internationally.

QXO

Market Cap: US$13.5b

Distributes roofing, waterproofing and complementary building products in the United States and Canada.

Winbond Electronics

Market Cap: NT$418.5b

Engages in the research, development, production and sales of integrated circuits, various semiconductor components and other system products.

Sterling Infrastructure

Market Cap: US$12.9b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Kratos Defense & Security Solutions

Market Cap: US$12.2b

A technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.

IREN

Market Cap: US$11.7b

Operates in the vertically integrated data center business in Australia and Canada.

Generac Holdings

Market Cap: US$11.4b

Designs, manufactures, and distributes energy technology products and solutions worldwide.

Phison Electronics

Market Cap: NT$349.8b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Amkor Technology

Market Cap: US$10.2b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Onto Innovation

Market Cap: US$10.2b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

TTM Technologies

Market Cap: US$9.9b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Rambus

Market Cap: US$9.7b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Wayfair

Market Cap: US$9.3b

Engages in the e-commerce business in the United States and internationally.

Suzhou Maxwell Technologies

Market Cap: CN¥64.2b

Engages in the design, research and development, production, and sale of solar cell production equipment in China.