AVX

Infrastructure and tech equities are gaining traction as companies reconfigure supply chains and modernize operations. AVX (AVX.US) announced a $180M Mexico automotive components plant in September 2026, alongside a $470M Tesla capacitor contract representing 28% of its projected 2024 auto electronics revenue. The China Technology ETF (CHAU.US) surpassed $1.2B in assets under management in late September 2026 with $320M in single-week inflows from European institutions. Box (BOX.US) integrated its content cloud platform into Microsoft 365 during the same period, securing 30 Fortune 500 clients including Johnson & Johnson. Union Pacific (UNP.US) completed a $230M western network modernization project boosting capacity by 15%. DigitalBridge (DBRG.US) acquired European data center assets, while Hub Group (HUBG.US) expanded cross-border logistics services to Mexico. Valmont Industries (VAL.US) deployed smart irrigation systems in Middle East projects, Ur-Energy (UROY.US) advanced Canadian uranium mining permits, and ADMA Biologics (ADMA.US) progressed clinical trials for new immunotherapies. Lazard Global (LZAGY.US) rebalanced its dividend-focused portfolio amid shifting market conditions.