Global The Millennials Thematic

Samsung Electronics

Market Cap: ₩1092.1t

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

Netflix

Market Cap: US$416.6b

Provides entertainment services worldwide.

Palantir Technologies

Market Cap: US$366.4b

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.

SAP

Market Cap: €195.9b

Provides enterprise application and business solutions worldwide.

Amphenol

Market Cap: US$159.3b

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

Foxconn Industrial Internet

Market Cap: CN¥1.1t

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

AppLovin

Market Cap: US$148.0b

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

Corning

Market Cap: US$126.6b

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.

Intuit

Market Cap: US$119.8b

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

Spotify Technology

Market Cap: US$107.0b

Provides audio streaming subscription services worldwide.

Delta Electronics

Market Cap: NT$3.3t

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

Delta Electronics (Thailand)

Market Cap: ฿3.0t

Researches and develops, manufactures, and distributes electronic products.

Keyence

Market Cap: JP¥14.8t

Manufactures and sells electronic application equipment.

Western Digital

Market Cap: US$85.0b

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.

Sandisk

Market Cap: US$83.5b

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.

Cadence Design Systems

Market Cap: US$83.0b

Develops computational, AI-driven software, hardware, and silicon intellectual property (IP) products and solutions.

Synopsys

Market Cap: US$81.3b

Provides design IP solutions in the semiconductor and electronics industries.

Seagate Technology Holdings

Market Cap: US$80.1b

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

Nintendo

Market Cap: JP¥10.0t

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

Coherent

Market Cap: US$54.8b

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.

Autodesk

Market Cap: US$53.6b

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

Eoptolink Technology

Market Cap: CN¥367.2b

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

Electronic Arts

Market Cap: US$50.4b

Develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide.

Strategy

Market Cap: US$44.6b

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

TKO Group Holdings

Market Cap: US$42.7b

Operates as a sports and entertainment company.

Murata Manufacturing

Market Cap: JP¥6.7t

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

Constellation Software

Market Cap: CA$57.1b

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.

Datadog

Market Cap: US$39.5b

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

Workday

Market Cap: US$37.8b

Provides enterprise cloud applications in the United States and internationally.

Live Nation Entertainment

Market Cap: US$37.7b

Operates as a live entertainment company worldwide.

Victory Giant Technology (HuiZhou)Co.Ltd

Market Cap: CN¥247.5b

Victory Giant Technology (HuiZhou)Co.,Ltd.

Fair Isaac

Market Cap: US$34.4b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Quanta Computer

Market Cap: NT$1.1t

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

Celestica

Market Cap: CA$40.4b

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

Hexagon

Market Cap: SEK 269.0b

Provides geospatial and industrial enterprise solutions worldwide.