U.S. Tech Growth at Reasonable Price

Flex

Market Cap: US$43.9b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

Coherent

Market Cap: US$62.1b

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.

Belden

Market Cap: US$3.9b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

Western Digital

Market Cap: US$168.0b

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.

Jabil

Market Cap: US$32.1b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Insight Enterprises

Market Cap: US$3.4b

Provides information technology, hardware, software, and services in the United States, rest of North America, Europe, Middle East, Africa, and the Asia-Pacific.

Super Micro Computer

Market Cap: US$15.4b

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