Large-cap

MKS Instruments supplies critical equipment, subsystems, and process solutions used in semiconductor and advanced electronics manufacturing. Revenue momentum, recovering margins, and solid cash generation make its industrial technology platform worth a closer look.

MongoDB provides database software for modern applications, with Atlas driving a growing cloud-based revenue mix. Strong sales growth, rising free cash flow, and a leading role in flexible data infrastructure make its long-term business trajectory worth a closer look.

Lattice Semiconductor designs low-power programmable chips used in industrial, communications, automotive, and computing equipment. Its niche in edge AI, security, and efficient embedded systems supports long-term relevance, while recent revenue momentum adds fresh interest.

Littelfuse makes critical electrical protection and control components used in vehicles, industry, and electronics. Its niche products align with electrification and automation, while a strong balance sheet and healthy cash generation keep the long-term business case compelling.

Leidos delivers mission-critical technology and services to defense, intelligence, health, and civil agencies. Strong cash flow, recovering margins, and entrenched government relationships make its long-term business profile more compelling than recent share-price weakness suggests.