Large-cap

Applied Digital builds power-intensive data center infrastructure for AI and high-performance computing. The appeal lies in its fast revenue expansion, strategic shift toward AI capacity, and exposure to a market where power-ready facilities are increasingly scarce.

Cognizant provides enterprise IT and digital transformation services, with strong positions in health care and financial services. Its standout features are durable cash generation, low debt, and solid margins, while AI and modernization work could shape the next phase of growth.

Amkor packages and tests semiconductors for phones, autos, data centers, and industrial systems. Its role could become more important as advanced packaging gains value and U.S. supply chains expand, while recent revenue momentum points to a business emerging from a downturn.

Corpay runs specialized payment platforms for fleet, corporate, and lodging expenses. Strong margins, large free cash flow, and renewed revenue acceleration make it a notable company to examine, especially as cross-border and automation services broaden its reach.

Celestica builds complex hardware for cloud, networking, industrial, and regulated markets. Its recent transformation is striking: faster sales growth, stronger cash generation, and rising profitability tied to data center and AI infrastructure demand.

Cipher Mining runs large U.S. bitcoin mining sites and is increasingly being valued for its power-rich infrastructure. Revenue has scaled fast, and the possibility of adding AI or high-performance computing uses gives the company a broader long-term angle worth examining.