Technology

Clarivate sells specialized research, patent, and healthcare intelligence tools built into professional workflows. The appeal lies in sticky data assets and strong cash generation, while the main debate centers on whether operational cleanup can unlock the value of those franchises.

CEVA develops chip technology used in wireless connectivity, sensing, and edge AI, giving it exposure to fast-growing device markets. Its appeal rests on an asset-light IP model, broadening product portfolio, and the potential for royalties to scale as customer designs reach volume.

Allient makes motion, controls, and power products used in automation, medical, and industrial systems. Free cash flow and operating performance have improved, and the business is aligned with electrification and robotics trends, making its recovery worth a closer look.