U.S. Buy the Dip

AppLovin

Market Cap: US$134.2b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Venture Global

Market Cap: US$38.7b

A liquefied natural gas (LNG) company, engages in the ownership, development, construction, and operation of LNG production facilities and associated infrastructure in the U.S.

AST SpaceMobile

Market Cap: US$31.7b

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

Nebius Group

Market Cap: US$26.3b

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

Elanco Animal Health

Market Cap: US$11.9b

An animal health company, innovates, develops, manufactures, and markets products for pets and farm animals worldwide.

IREN

Market Cap: US$11.4b

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

TTM Technologies

Market Cap: US$10.1b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

MP Materials

Market Cap: US$8.6b

Produces rare earth materials in the Western Hemisphere.

ImmunityBio

Market Cap: US$7.9b

A biotechnology company, focuses on innovating, developing, and commercializing next-generation immunotherapies designed to activate the patient’s immune system and deliver durable protection against cancer and infectious diseases.

Galaxy Digital

Market Cap: US$7.2b

Engages in the digital asset and data centre infrastructure businesses in North America and internationally.

Vicor

Market Cap: US$7.2b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Applied Optoelectronics

Market Cap: US$6.6b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Clear Secure

Market Cap: US$6.5b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Viasat

Market Cap: US$6.2b

Provides broadband and communications products and services in the United States and internationally.

Core Natural Resources

Market Cap: US$5.3b

Produces, sells, and exports metallurgical and thermal coals in the United States and internationally.

Opendoor Technologies

Market Cap: US$4.5b

Operates a digital platform for residential real estate transactions in the United States.

Ondas

Market Cap: US$4.2b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

Peabody Energy

Market Cap: US$4.0b

Engages in the production of metallurgical and thermal coal.

QuantumScape

Market Cap: US$3.9b

Develops solid-state lithium-metal battery technology for electric vehicles and other applications in the United States.

Solaris Energy Infrastructure

Market Cap: US$3.9b

Provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States.

USA Rare Earth

Market Cap: US$3.3b

Engages in mining, processing, and supplying rare earths and other critical minerals in the United States.

Calix

Market Cap: US$3.2b

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

Denali Therapeutics

Market Cap: US$3.0b

A biopharmaceutical company, discovers and develops therapeutics to treat neurodegenerative and lysosomal storage diseases.

Vita Coco Company

Market Cap: US$2.7b

Develops, manufactures, markets, and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa, and the Asia Pacific.

Talos Energy

Market Cap: US$2.7b

Through its subsidiaries, engages in the exploration and production of oil and gas in the United States and Mexico.

Alpha Metallurgical Resources

Market Cap: US$2.6b

A mining company, produces, processes, and sells met and thermal coal in Virginia and West Virginia.

ACM Research

Market Cap: US$2.6b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

Fluence Energy

Market Cap: US$2.5b

Through its subsidiaries, provides energy storage and optimization software for renewables and storage applications in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Bel Fuse

Market Cap: US$2.5b

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

National Vision Holdings

Market Cap: US$2.1b

Through its subsidiaries, operates as an optical retailer in the United States.

Expro Group Holdings

Market Cap: US$2.0b

Provides energy services in North and Latin America, Europe and Sub-Saharan Africa, the Middle East and North Africa, and the Asia-Pacific.

AnaptysBio

Market Cap: US$1.6b

A clinical-stage biotechnology company, focuses in delivering immunology therapeutics for autoimmune and inflammatory diseases in the United States.

Ameresco

Market Cap: US$1.3b

Engages in the provision of energy solutions in the United States, Canada, and Europe.

Novavax

Market Cap: US$1.3b

A biotechnology company, engages in the discovery, development, and commercialization of vaccines to prevent serious infectious diseases in the United States, Europe, and internationally.

Healthcare Services Group

Market Cap: US$1.3b

Provides management, administrative, and operating services to the housekeeping, laundry, linen, facility maintenance, and dietary service departments of nursing homes, retirement complexes, rehabilitation centers, and hospitals in the United States.

Nabors Industries

Market Cap: US$1.3b

Provides drilling and drilling-related services for land-based and offshore oil and natural gas wells in the United States and internationally.