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.

SoftBank Group

Market Cap: JP¥22.3t

Provides telecommunication services in Japan and internationally.

Zijin Mining Group

Market Cap: CN¥978.6b

Engages in the exploration, mining, processing, refining, and sale of gold, non-ferrous metals, and other mineral resources in 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¥552.6b

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

CMOC Group

Market Cap: CN¥494.4b

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.

Heidelberg Materials

Market Cap: €37.7b

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

China Hongqiao Group

Market Cap: HK$347.4b

An investment holding company, manufactures and sells aluminum products.

Kuaishou Technology

Market Cap: HK$317.7b

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

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.

ASE Technology Holding

Market Cap: NT$1.2t

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

NEC

Market Cap: JP¥5.9t

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

Celestica

Market Cap: CA$46.6b

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

Aluminum Corporation of China

Market Cap: HK$252.1b

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¥199.9b

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

Expedia Group

Market Cap: US$28.7b

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

Hindustan Zinc

Market Cap: ₹2.6t

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

Vedanta

Market Cap: ₹2.6t

A diversified natural resources company, explores, extracts, and processes minerals, and oil and gas in India, Europe, China, the United States, Mexico, 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.

First Quantum Minerals

Market Cap: CA$33.6b

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

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.

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.

Jiangxi Copper

Market Cap: HK$190.1b

Engages in mining, smelting, and processing of copper and gold in Chinese Mainland, China, Hong Kong, and internationally.

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.

Korea Zinc Company

Market Cap: ₩34.9t

Operates as a general non-ferrous metal smelting company primarily in South Korea.