At a Glance
- Six companies joined the latest best-of list, including two gold miners, two construction firms, and two chipmakers
- Rambus and Broadcom represent the artificial intelligence semiconductor space
- Denmark-based biotech Genmab also made the cut
- Why it matters: The additions highlight strength in gold, infrastructure, AI chips, and biotech-sectors drawing heavy investor attention
The newest qualifying names span mining, construction, semiconductors, and biotech, underscoring broad-based momentum across commodity, infrastructure, and technology plays, according to News Of Los Angeles.
Gold Miners Lead the Pack
Orla Mining (ORLA) and Franco-Nevada (FNV) both earned spots on the list.
- Orla Mining is a growth-oriented gold producer
- Franco-Nevada operates a royalty and streaming business model
Their inclusion signals renewed institutional appetite for precious-metals exposure.
Construction Siblings Qualify
Cardinal Infrastructure (CDNL) and Sterling Construction (STRL) joined together.
- Cardinal focuses on large-scale infrastructure projects
- Sterling provides heavy-civil construction services
The dual entry points to continued federal and state spending on roads, bridges, and utilities.
AI Chipmakers Secure Berths
Rambus (RMBS) and Broadcom (AVGO) also qualified.
- Rambus supplies high-speed memory interface chips
- Broadcom makes a wide array of semiconductor and software solutions
Both firms benefit from surging demand for artificial intelligence compute hardware.
Biotech Adds International Flavor
Genmab (GMAB), a Danish antibody therapeutics company, rounded out the group.
- The biotech has a broad oncology pipeline
- It partners with major pharmaceutical companies
Its qualification reflects strength in antibody-drug conjugates and other novel cancer treatments.
Sector Snapshot
The six qualifiers illustrate where portfolio managers are finding momentum:
| Sector | Companies | Theme |
|---|---|---|
| Gold | Orla, Franco-Nevada | Inflation hedge, M&A upside |
| Construction | Cardinal, Sterling | U.S. infrastructure bill |
| Semiconductors | Rambus, Broadcom | AI data-center demand |
| Biotech | Genmab | Oncology partnerships |
Key Takeaways
- Gold miners are back in favor as real yields stay low
- Infrastructure names ride bipartisan spending plans
- AI chip demand lifts both specialty and diversified players
- International biotech firms can still meet strict selection criteria
