Global The Millennials Thematic

Netflix

Market Cap: US$548.8b

Provides entertainment services.

SAP

Market Cap: €308.2b

Provides enterprise application and business solutions worldwide.

Palantir Technologies

Market Cap: US$328.3b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Intuit

Market Cap: US$218.6b

Provides financial management, compliance, and marketing products and services in the United States.

Xiaomi

Market Cap: HK$1.5t

An investment holding company, engages in the development and sales of smartphones in Mainland China and internationally.

Spotify Technology

Market Cap: US$151.0b

Provides audio streaming subscription services worldwide.

Amphenol

Market Cap: US$119.2b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

AppLovin

Market Cap: US$116.7b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

MicroStrategy

Market Cap: US$110.5b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

Nintendo

Market Cap: JP¥15.2t

Develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally.

Keyence

Market Cap: JP¥13.8t

Manufactures and sells electronic application equipment in Japan, China, the United States, and internationally.

Sea

Market Cap: US$89.5b

Through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Cadence Design Systems

Market Cap: US$87.5b

Provides software, hardware, and other services worldwide.

Synopsys

Market Cap: US$83.2b

Provides electronic design automation software products used to design and test integrated circuits.

Constellation Software

Market Cap: CA$105.9b

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.

Autodesk

Market Cap: US$67.5b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Workday

Market Cap: US$64.4b

Provides enterprise cloud applications in the United States and internationally.

Atlassian

Market Cap: US$56.7b

Through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide.

TE Connectivity

Market Cap: US$50.8b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

Datadog

Market Cap: US$50.4b

Operates an observability and security platform for cloud applications in the United States and internationally.

Circle Internet Group

Market Cap: US$47.2b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

Veeva Systems

Market Cap: US$45.9b

Provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.

Fair Isaac

Market Cap: US$45.5b

Develops software with analytics and digital decisioning technologies that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Corning

Market Cap: US$44.9b

Operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.

Delta Electronics (Thailand)

Market Cap: ฿1.4t

Researches and develops, manufactures, and distributes electronic products.

Delta Electronics

Market Cap: NT$1.2t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Quanta Computer

Market Cap: NT$1.0t

Manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Luxshare Precision Industry

Market Cap: CN¥256.4b

Designs, manufactures, and sells cable assembly and connector system solutions worldwide.

TKO Group Holdings

Market Cap: US$34.9b

Operates as a sports and entertainment company.

Live Nation Entertainment

Market Cap: US$34.2b

Operates as a live entertainment company worldwide.

AVIC Chengdu Aircraft

Market Cap: CN¥223.2b

Provides intelligent measurement and control products for military and civilian fields in China and internationally.

HubSpot

Market Cap: US$29.3b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Super Micro Computer

Market Cap: US$28.1b

Develops and sells high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally.

Murata Manufacturing

Market Cap: JP¥3.9t

Designs, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.

Formula One Group

Market Cap: US$25.4b

Engages in the motorsports business in the United States and the United Kingdom.

WiseTech Global

Market Cap: AU$37.5b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.