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.

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.

Eoptolink Technology

Market Cap: CN¥308.2b

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

Symbotic

Market Cap: US$34.4b

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

Victory Giant Technology (HuiZhou)Co.Ltd

Market Cap: CN¥236.8b

Victory Giant Technology (HuiZhou)Co.,Ltd.

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.

Shengyi TechnologyLtd

Market Cap: CN¥138.0b

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

EchoStar

Market Cap: US$19.4b

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

Shennan Circuit

Market Cap: CN¥133.6b

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

TBEA

Market Cap: CN¥118.8b

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

Wus Printed Circuit (Kunshan)

Market Cap: CN¥118.6b

Engages in the sales of printed circuit board in China.

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.

Jiangsu Hengli HydraulicLtd

Market Cap: CN¥115.4b

Manufactures and sells hydraulic components and systems in China and internationally.

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.

Lingyi iTech (Guangdong)

Market Cap: CN¥98.5b

Provides smart manufacturing services and solutions in China and internationally.

IREN

Market Cap: US$13.1b

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

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.

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.

J Sainsbury

Market Cap: UK£7.2b

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