Mid-cap

CommScope supplies the physical backbone of broadband, fiber, and enterprise networks. The appeal in the current setup comes from better cash generation, improving operating margins, and exposure to long-running connectivity demand as the business continues its recovery.

Teradata provides enterprise analytics and cloud data software for large organizations. The appeal lies in strong margins, powerful cash generation, and a low valuation relative to software peers, while AI and cloud execution remain the key drivers to watch.

TCL Electronics is a global consumer electronics company building on its TV scale to expand in larger screens, premium display technology, and smart devices. Rising revenue, stronger cash generation, and a modest valuation make its long-term profile worth a closer look.

SPS Commerce runs a retail-focused cloud network that helps suppliers and retailers exchange orders, invoices, and shipping data. Recurring revenue, strong margins, rising cash flow, and a near debt-free balance sheet make its operating profile worth a closer look.