Global Buy the Dip

NVIDIA

Market Cap: US$4.2t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Tencent Holdings

Market Cap: HK$5.0t

An investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.

Micron Technology

Market Cap: US$427.0b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

Advanced Micro Devices

Market Cap: US$394.2b

Operates as a semiconductor company worldwide.

Alibaba Group Holding

Market Cap: US$365.8b

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.

Lam Research

Market Cap: US$287.3b

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.

Applied Materials

Market Cap: US$252.9b

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.

Amphenol

Market Cap: US$180.0b

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

KLA

Market Cap: US$177.7b

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

Foxconn Industrial Internet

Market Cap: CN¥1.1t

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

Newmont

Market Cap: US$127.5b

Engages in the production and exploration of gold properties.

Rheinmetall

Market Cap: €77.6b

Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.

Zhongji Innolight

Market Cap: CN¥622.2b

Engages in the design, research and development, production, and sales optical communication transceiver modules and optical devices in China.

Hygon Information Technology

Market Cap: CN¥566.1b

Engages in the research and development of computing chip products and systems in China.

CMOC Group

Market Cap: CN¥494.3b

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

AngloGold Ashanti

Market Cap: US$50.9b

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

China Hongqiao Group

Market Cap: HK$355.8b

An investment holding company, manufactures and sells aluminum products.

Heidelberg Materials

Market Cap: €37.7b

Produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide.

Kuaishou Technology

Market Cap: HK$318.4b

An investment holding company, provides live streaming, online marketing, and other services in the People’s Republic of China.

NEC

Market Cap: JP¥6.3t

Provides information technology services and social infrastructure in Japan and internationally.

Kinross Gold

Market Cap: CA$54.4b

Engages in the acquisition, exploration, and development of gold properties principally in the United States, Brazil, Chile, Canada, and Mauritania.

Vingroup

Market Cap: ₫911.8t

Invests in, constructs, and trades in real estate properties in Vietnam.

Celestica

Market Cap: CA$46.6b

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

Aluminum Corporation of China

Market Cap: HK$252.2b

Primarily engages in the exploration and mining of bauxite, coal, and other resources in the People's Republic of China and internationally.

Shandong Gold Mining

Market Cap: CN¥208.0b

Engages in the exploration, mining, processing, smelting, and selling of gold and silver ores in the People’s Republic of China.

Hindustan Zinc

Market Cap: ₹2.7t

Explores for, extracts, and processes minerals in India, rest of Asia, and internationally.

Expedia Group

Market Cap: US$28.7b

Operates as an online travel company in the United States and internationally.

Tencent Music Entertainment Group

Market Cap: US$25.4b

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

United Microelectronics

Market Cap: NT$778.0b

Operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally.

First Quantum Minerals

Market Cap: CA$33.6b

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

Flex

Market Cap: US$24.4b

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

Pan American Silver

Market Cap: CA$32.6b

Engages in the exploration, mine development, extraction, processing, refining, and reclamation of mines in Canada, Mexico, Peru, Bolivia, Argentina, Chile, and Brazil.

Industrias Peñoles. de

Market Cap: Mex$410.0b

Engages in the exploration, extraction, and sale of mineral concentrates and minerals in Mexico, Europe, Canada, Asia, the United States, and internationally.

Shengyi TechnologyLtd

Market Cap: CN¥156.3b

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

Futu Holdings

Market Cap: US$22.2b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

Zhongjin GoldLtd

Market Cap: CN¥153.0b

Engages in the mining, smelting, and sale of non-ferrous metals in China.