Global The Millennials Thematic

Netflix

Market Cap: US$397.1b

Provides entertainment services.

SAP

Market Cap: €290.6b

Provides enterprise application and business solutions worldwide.

Palantir Technologies

Market Cap: US$198.6b

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.

Walt Disney

Market Cap: US$176.6b

Operates as an entertainment company worldwide.

Intuit

Market Cap: US$171.6b

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

Adobe

Market Cap: US$163.3b

Operates as a technology company worldwide.

Xiaomi

Market Cap: HK$1.2t

An investment holding company, provides hardware and software services in Mainland China and internationally.

Spotify Technology

Market Cap: US$112.9b

Provides audio streaming subscription services worldwide.

AppLovin

Market Cap: US$96.1b

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

Keyence

Market Cap: JP¥13.5t

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

Amphenol

Market Cap: US$80.0b

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

Nintendo

Market Cap: JP¥11.7t

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

Sea

Market Cap: US$76.1b

Engages in the digital entertainment, e-commerce, and digital financial service businesses in Southeast Asia, Latin America, rest of Asia, and internationally.

Cadence Design Systems

Market Cap: US$70.9b

Provides software, hardware, and other services worldwide.

Constellation Software

Market Cap: CA$97.5b

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

Synopsys

Market Cap: US$67.8b

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

Hon Hai Precision Industry

Market Cap: NT$2.1t

Provides electronic OEM services.

Workday

Market Cap: US$62.5b

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.

Autodesk

Market Cap: US$56.4b

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

Fair Isaac

Market Cap: US$45.6b

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.

TE Connectivity

Market Cap: US$42.0b

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

Corning

Market Cap: US$39.0b

Engages in the optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses in the United States and internationally.

Veeva Systems

Market Cap: US$37.1b

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

Luxshare Precision Industry

Market Cap: CN¥256.4b

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

Datadog

Market Cap: US$34.6b

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

Live Nation Entertainment

Market Cap: US$30.5b

Operates as a live entertainment company worldwide.

HubSpot

Market Cap: US$30.4b

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

Hexagon

Market Cap: SEK 286.2b

Provides geospatial and industrial enterprise solutions worldwide.

Murata Manufacturing

Market Cap: JP¥4.2t

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

Quanta Computer

Market Cap: NT$898.1b

Manufactures and sells notebook computers in Asia, the Americas, Europe, and internationally.

TKO Group Holdings

Market Cap: US$26.2b

Operates as a sports and entertainment company.

Keysight Technologies

Market Cap: US$25.9b

Offers electronic design and test solutions worldwide.

Tyler Technologies

Market Cap: US$25.2b

Provides integrated software and technology management solutions for the public sector.

Warner Bros. Discovery

Market Cap: US$25.1b

Operates as a media and entertainment company worldwide.

Delta Electronics (Thailand)

Market Cap: ฿754.7b

Researches and develops, manufactures, and distributes electronic products.