Global Buy the Dip

SoftBank Group

Market Cap: JP¥30.2t

Provides telecommunication services in Japan and internationally.

Foxconn Industrial Internet

Market Cap: CN¥1.4t

Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.

Sea

Market Cap: US$84.9b

Through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Vertiv Holdings Co

Market Cap: US$66.3b

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.

Federal National Mortgage Association

Market Cap: US$54.9b

Provides financing solutions for residential mortgages in the United States.

Eoptolink Technology

Market Cap: CN¥323.4b

Engages in the research and development, production, and sale of optical modules for optical communication applications in China and internationally.

Celestica

Market Cap: CA$53.9b

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

Symbotic

Market Cap: US$37.3b

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

Victory Giant Technology (HuiZhou)Co.Ltd

Market Cap: CN¥249.2b

Victory Giant Technology (HuiZhou)Co.,Ltd.

Tencent Music Entertainment Group

Market Cap: US$30.1b

Operates online music entertainment platforms that provides music streaming, online karaoke, and live streaming services in the People’s Republic of China.

Bloom Energy

Market Cap: US$30.0b

Designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.

Pure Storage

Market Cap: US$29.1b

Provides data storage and management technologies, products, and services in the United States and internationally.

Federal Home Loan Mortgage

Market Cap: US$27.4b

Operates in the secondary mortgage market in the United States.

Zhejiang Sanhua Intelligent ControlsLtd

Market Cap: CN¥180.8b

Engages in the research, manufacture, and sale of refrigeration and air-conditioning electrical parts, and auto parts in China and internationally.

Coherent

Market Cap: US$24.6b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Nebius Group

Market Cap: US$23.8b

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

Shengyi TechnologyLtd

Market Cap: CN¥141.8b

Engages in the design, production, and sales of copper clad laminates, adhesive sheets, and printed circuit boards in China.

Shennan Circuit

Market Cap: CN¥138.3b

Engages in the design, manufacture, and sale of printed circuit boards, packaging substrates, and electronic assemblies in China and internationally.

Wus Printed Circuit (Kunshan)

Market Cap: CN¥124.0b

Engages in the sales of printed circuit board in China.

Talen Energy

Market Cap: US$16.8b

An independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.

NIO

Market Cap: US$16.0b

Designs, develops, manufactures, and sells smart electric vehicles in China, Europe, and internationally.

IREN

Market Cap: US$15.8b

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

Avary Holding(Shenzhen)Co

Market Cap: CN¥107.8b

Engages in the research, design, development, manufacture, and sale of printed circuit boards in China, the United States, rest of Asia, and Europe.

Nextpower

Market Cap: US$14.3b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

Galaxy Digital

Market Cap: US$12.2b

Engages in the digital asset and data center infrastructure businesses.

Sterling Infrastructure

Market Cap: US$11.7b

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

Bilibili

Market Cap: US$11.2b

Provides online entertainment services for the young generations in the People’s Republic of China.

J Sainsbury

Market Cap: UK£7.4b

Engages in the food, general merchandise and clothing retailing, and financial services activities in the United Kingdom.

InterDigital

Market Cap: US$9.1b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Sanmina

Market Cap: US$9.0b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Hims & Hers Health

Market Cap: US$8.9b

Operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, and internationally.

Goldwind Science&Technology

Market Cap: CN¥62.1b

Provides wind power solutions in China and internationally.

IES Holdings

Market Cap: US$7.7b

Designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.

TECO Electric & Machinery

Market Cap: NT$232.5b

Manufactures, installs, wholesales, and retails electronic and telecommunications equipment, office equipment, and home appliances in Taiwan, the United States, China, and internationally.

Yantai Jereh Oilfield Services Group

Market Cap: CN¥50.8b

Yantai Jereh Oilfield Services Group Co., Ltd.

Primoris Services

Market Cap: US$6.6b

Provides infrastructure services primarily in the United States and Canada.