Global Buy the Dip

Lam Research

Market Cap: US$186.2b

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.

Foxconn Industrial Internet

Market Cap: CN¥1.3t

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

SoftBank Group

Market Cap: JP¥27.3t

Provides telecommunication services in Japan and internationally.

Vertiv Holdings Co

Market Cap: US$65.4b

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.

Seagate Technology Holdings

Market Cap: US$56.3b

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

Western Digital

Market Cap: US$54.0b

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.

Federal National Mortgage Association

Market Cap: US$52.4b

Provides financing solutions for residential mortgages in the United States.

Baidu

Market Cap: US$39.9b

Provides online marketing and non-marketing value added services through an internet platform in the People’s Republic of China.

Celestica

Market Cap: CA$50.0b

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

Symbotic

Market Cap: US$34.4b

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

Tencent Music Entertainment Group

Market Cap: US$30.0b

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

Pure Storage

Market Cap: US$27.8b

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

Bloom Energy

Market Cap: US$26.5b

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

Federal Home Loan Mortgage

Market Cap: US$26.2b

Operates in the secondary mortgage market in the United States.

Zhejiang Sanhua Intelligent ControlsLtd

Market Cap: CN¥173.0b

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

Futu Holdings

Market Cap: US$23.1b

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

AST SpaceMobile

Market Cap: US$22.5b

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

Coherent

Market Cap: US$21.9b

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.

Super Micro Computer

Market Cap: US$21.7b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Nebius Group

Market Cap: US$21.0b

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

EchoStar

Market Cap: US$19.4b

Provides networking technologies and services in the United States and internationally.

Shanghai Electric Group

Market Cap: HK$137.9b

Manufactures and sells industrial and energy equipment in Mainland China and internationally.

Suzhou TFC Optical Communication

Market Cap: CN¥120.9b

Provides optical communication devices in Mainland China and internationally.

TBEA

Market Cap: CN¥118.8b

Provides power transmission, renewable energy, new materials, and energy solutions in China and internationally.

Talen Energy

Market Cap: US$16.5b

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

Unity Software

Market Cap: US$15.7b

Operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

NIO

Market Cap: US$15.2b

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

Avary Holding(Shenzhen)Co

Market Cap: CN¥102.9b

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$13.9b

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

Wayfair

Market Cap: US$13.3b

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

IREN

Market Cap: US$13.1b

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

Shannon Semiconductor TechnologyLtd

Market Cap: CN¥81.0b

Shannon Semiconductor Technology Co.,Ltd.

Hensoldt

Market Cap: €9.7b

Provides sensor solutions for defense and security applications worldwide.

Sterling Infrastructure

Market Cap: US$10.4b

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

CSI Solar

Market Cap: CN¥73.1b

Designs, processes, produces, and sells solar modules and photovoltaic systems in China and internationally.

MKS

Market Cap: US$9.6b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.