According to the platform data, ENTG has maintained a net margin of 7.4% over the last 12 quarters. The company has demonstrated its ability to expand margins through operational improvements, with its ROIC reaching 5.8% and free cash flow generating 12.4% of revenue. ENTG's track record of margin expansion, solid free cash flow generation, and focus on operational excellence position it well to continue improving profitability. The company's industry-leading position in the semiconductor materials market should allow it to capitalize on favorable secular trends. BKRM, another technology company in the platform, has generated net margins of 11.7% over the last 12 quarters. The data shows the company has a ROIC of 8.4% and free cash flow equal to 9.0% of revenue. BKRM's high-margin business model, investments in innovation, and strong market share suggest it can continue expanding profitability. The company's ability to maintain pricing power and operational efficiency should drive further margin improvements. Given the favorable margin profiles, industry tailwinds, and visible drivers of continued profitability expansion, I believe ENTG and BKRM present attractive opportunities for investors seeking exposure to well-positioned technology companies with the potential for sustainable margin growth. The platform data shows PSIX has expanded its net margin from 4.5% to 7.2% over the last 12 quarters. The company's ROIC has improved from 4.1% to 11.1% during this period, and free cash flow now represents 11.0% of revenue. PSIX's margin expansion has been driven by its ability to optimize its product mix, drive operational efficiencies, and maintain pricing power in its core markets. The company's strong competitive positioning and focus on higher-margin segments should allow it to continue this trend.

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