Small-cap

SkyWater Technology is a niche U.S. chip manufacturer focused on trusted, customized semiconductor production. Revenue and margins have improved sharply, and domestic supply-chain demand could expand its role as a specialized foundry and development partner.

Shoals Technologies Group supplies the electrical hardware that helps utility-scale solar and storage projects connect and operate efficiently. Its niche is tied to a growing market, and the recent sales rebound makes its operating trajectory worth a closer look.

ScanSource connects technology vendors with resellers across communications, payments, networking, and cloud services. The appeal lies in solid cash generation, low leverage, and a business mix that is gradually becoming more recurring and service-oriented.

SharonAI Holdings is a small AI-focused technology services company operating in a fast-growing market. The appeal comes from its exposure to AI infrastructure and the possibility of scaling quickly, but the key question is whether that market opportunity can turn into durable results.