U.S. Buy the Dip

Federal National Mortgage Association

Market Cap: US$49.5b

Provides financing solutions for residential mortgages in the United States.

Symbotic

Market Cap: US$37.3b

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

Tencent Music Entertainment Group

Market Cap: US$29.6b

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

Federal Home Loan Mortgage

Market Cap: US$25.3b

Operates in the secondary mortgage market in the United States.

Bloom Energy

Market Cap: US$24.5b

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

AST SpaceMobile

Market Cap: US$22.5b

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

Nebius Group

Market Cap: US$22.3b

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

Coherent

Market Cap: US$22.0b

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.

EchoStar

Market Cap: US$20.1b

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

Unity Software

Market Cap: US$15.9b

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$15.4b

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

IREN

Market Cap: US$13.8b

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

Nextpower

Market Cap: US$13.1b

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$10.7b

Engages in the digital asset and data center infrastructure businesses.

Sterling Infrastructure

Market Cap: US$10.0b

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

Hims & Hers Health

Market Cap: US$8.2b

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

Semtech

Market Cap: US$5.9b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Mirion Technologies

Market Cap: US$5.6b

Provides radiation detection, measurement, analysis, and monitoring products and services in North America, Europe, and the Asia Pacific.

Calix

Market Cap: US$4.0b

Provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

GeneDx Holdings

Market Cap: US$3.8b

A genomics company, provides genetic testing services.

Solaris Energy Infrastructure

Market Cap: US$3.1b

Provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States.

VNET Group

Market Cap: US$2.4b

An investment holding company, provides hosting and related services in China.

SolarEdge Technologies

Market Cap: US$2.2b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

SharpLink Gaming

Market Cap: US$2.2b

Engages in developing a treasury strategy centered on Ether.

Bel Fuse

Market Cap: US$1.8b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

Shoals Technologies Group

Market Cap: US$1.5b

Provides electrical balance of system (EBOS) solutions and components in the United States and internationally.

China Yuchai International

Market Cap: US$1.4b

Manufactures, assembles, and sells diesel and natural gas engines for trucks, buses, pickups, construction and agricultural equipment, and marine and power generation applications.

DXP Enterprises

Market Cap: US$1.4b

Engages in distributing maintenance, repair, and operating (MRO) products, equipment, and services in the United States, Canada, and internationally.

Ouster

Market Cap: US$1.4b

Provides lidar sensors for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Power Solutions International

Market Cap: US$1.3b

Designs, engineers, manufactures, markets, and sells engines and power systems in the United States, North America, the Pacific Rim, Europe, and internationally.

Himax Technologies

Market Cap: US$1.3b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.

Evolv Technologies Holdings

Market Cap: US$1.1b

Provides artificial intelligence (AI)-based weapons detection for security screening in the United States and internationally.

Porch Group

Market Cap: US$1.1b

Operates a vertical software and insurance platform in the United States.

Biglari Holdings

Market Cap: US$984.7m

Through its subsidiaries, primarily operates and franchises restaurants in the United States.

Red Cat Holdings

Market Cap: US$923.9m

Provides products, services, and solutions to the drone industry in the United States.