Global Buy the Dip

Advanced Micro Devices

Market Cap: US$340.5b

Operates as a semiconductor company worldwide.

Applied Materials

Market Cap: US$205.2b

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.

Intel

Market Cap: US$172.0b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Econet Wireless Zimbabwe

Market Cap: US$16.3b

Through its subsidiaries, primarily provides mobile telecommunications and related overlay services in Zimbabwe.

Vertiv Holdings Co

Market Cap: US$57.3b

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.

Western Digital

Market Cap: US$56.9b

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.

Insmed

Market Cap: US$42.3b

Develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally.

Symbotic

Market Cap: US$33.5b

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

Celestica

Market Cap: CA$45.6b

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

Comfort Systems USA

Market Cap: US$31.1b

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

ASE Technology Holding

Market Cap: NT$968.8b

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

NRG Energy

Market Cap: US$28.6b

Operates as an energy and home services company in the United States and Canada.

Flex

Market Cap: US$24.0b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

AST SpaceMobile

Market Cap: US$22.9b

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

HD Korea Shipbuilding & Offshore Engineering

Market Cap: ₩28.9t

HD Korea Shipbuilding & Offshore Engineering Co., Ltd.

Bloom Energy

Market Cap: US$18.2b

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

National Atomic Company Kazatomprom JSC

Market Cap: US$7.4t

Explores for, produces, processes, markets, and sells uranium and uranium related products.

Samsung Fire & Marine Insurance

Market Cap: ₩20.2t

Provides non-life insurance products and services in South Korea, China, Indonesia, Vietnam, Singapore, the United States, and the United Kingdom.

WESCO International

Market Cap: US$12.2b

Provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally.

IREN

Market Cap: US$12.0b

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

Tempus AI

Market Cap: US$11.5b

Operates as a healthcare technology company.

Ebara

Market Cap: JP¥1.6t

Manufactures and sells pumps, compressors, turbines, and chillers in Europe, the Middle East, Africa, Asia, Japan, Oceania, North America, and Central and South America.

Dillard's

Market Cap: US$10.1b

Operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States.

Unimicron Technology

Market Cap: NT$316.4b

Engages in the development, manufacturing, processing, and sale of printed circuit boards, electrical equipment, electronic products, and testing and burn-in systems for integrated circuit products worldwide.

IbidenLtd

Market Cap: JP¥1.6t

Manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

Sterling Infrastructure

Market Cap: US$9.8b

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

Amkor Technology

Market Cap: US$9.6b

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

InterDigital

Market Cap: US$8.4b

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

Doosan

Market Cap: ₩12.2t

Engages in the power generation facilities, industrial facilities, construction machinery, engines, and construction businesses in Korea, the United States, Asia, the Middle East, Europe, and internationally.

XP

Market Cap: US$8.2b

Provides financial products and services in Brazil.

IES Holdings

Market Cap: US$7.9b

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

Sanmina

Market Cap: US$7.8b

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.

China Nonferrous Mining

Market Cap: HK$53.8b

An investment holding company, engages in the exploration, mining, ore processing, leaching, smelting, and sale of copper and cobalt in Zambia and the Democratic Republic of Congo.

Resonac Holdings

Market Cap: JP¥1.0t

Operates as a chemical company in Japan, China, rest of Asia, and internationally.

Primoris Services

Market Cap: US$6.6b

Provides infrastructure services primarily in the United States and Canada.

Yunnan Energy New Material

Market Cap: CN¥43.7b

Provides film products in China and internationally.