Global The Millennials Thematic

Samsung Electronics

Market Cap: ₩2092.7t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.

Palantir Technologies

Market Cap: US$339.7b

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.

Dell Technologies

Market Cap: US$274.2b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Sandisk

Market Cap: US$260.6b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Foxconn Industrial Internet

Market Cap: CN¥1.5t

Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.

Seagate Technology Holdings

Market Cap: US$209.5b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Western Digital

Market Cap: US$198.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Delta Electronics

Market Cap: NT$6.0t

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

AppLovin

Market Cap: US$187.7b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Amphenol

Market Cap: US$180.6b

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

Corning

Market Cap: US$170.1b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.

Delta Electronics (Thailand)

Market Cap: ฿4.3t

Researches and develops, manufactures, and distributes electronic products.

Murata Manufacturing

Market Cap: JP¥17.6t

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

Eoptolink Technology

Market Cap: CN¥743.5b

Engages in the research and development, production, and sale of optical modules for optical communication applications in China and internationally.

Spotify Technology

Market Cap: US$101.5b

Provides audio streaming subscription services worldwide.

Synopsys

Market Cap: US$94.7b

Provides design IP solutions in the semiconductor and electronics industries.

Xiaomi

Market Cap: HK$715.0b

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

Datadog

Market Cap: US$86.7b

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

Samsung Electro-Mechanics

Market Cap: ₩129.4t

Manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe.

Coherent

Market Cap: US$82.5b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Hewlett Packard Enterprise

Market Cap: US$71.1b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Warner Bros. Discovery

Market Cap: US$67.7b

Operates as a media and entertainment company worldwide.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥403.6b

Manufactures and sells computer, communication, and other electronic equipment components in China and internationally.

Flex

Market Cap: US$58.4b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

Elite Material

Market Cap: NT$1.8t

Engages in the manufacturing and sales of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally.

Shengyi TechnologyLtd

Market Cap: CN¥333.7b

Engages in the design, production, and sales of copper clad laminates, bonding sheets, and printed circuit boards in China and internationally.

Victory Giant Technology (HuiZhou)Ltd

Market Cap: CN¥330.7b

Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.

Celestica

Market Cap: CA$68.0b

Provides supply chain solutions in Asia, North America, and internationally.

Quanta Computer

Market Cap: NT$1.5t

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

Unimicron Technology

Market Cap: NT$1.5t

Engages in the manufacturing, processing, and sale of printed circuit boards, electrical equipment, electronic products, and integrated circuit product testing and burn-in systems in Taiwan, China, Asia, the Americas, and internationally.

Strategy

Market Cap: US$45.5b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

Constellation Software

Market Cap: CA$61.5b

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

Take-Two Interactive Software

Market Cap: US$40.2b

Develops, publishes, and markets interactive entertainment solutions for consumers worldwide.

Jabil

Market Cap: US$39.4b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Lenovo Group

Market Cap: HK$308.6b

An investment holding company, develops, manufactures, and markets technology products and services.

TKO Group Holdings

Market Cap: US$38.7b

Operates as a sports and entertainment company.