U.S. The Millennials Thematic

Netflix

Market Cap: US$406.3b

Provides entertainment services worldwide.

Palantir Technologies

Market Cap: US$347.2b

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.

Amphenol

Market Cap: US$179.5b

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

AppLovin

Market Cap: US$146.6b

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

Corning

Market Cap: US$129.0b

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$113.1b

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

Spotify Technology

Market Cap: US$106.0b

Provides audio streaming subscription services worldwide.

Western Digital

Market Cap: US$94.8b

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$93.8b

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.

Seagate Technology Holdings

Market Cap: US$91.4b

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

Cadence Design Systems

Market Cap: US$83.2b

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.

Autodesk

Market Cap: US$52.0b

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

Electronic Arts

Market Cap: US$50.2b

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

Coherent

Market Cap: US$48.5b

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.

Strategy

Market Cap: US$46.0b

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

TKO Group Holdings

Market Cap: US$43.5b

Operates as a sports and entertainment company.

Datadog

Market Cap: US$39.3b

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

Take-Two Interactive Software

Market Cap: US$39.2b

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

Live Nation Entertainment

Market Cap: US$37.7b

Operates as a live entertainment company worldwide.

Workday

Market Cap: US$35.2b

Provides enterprise cloud applications in the United States and internationally.

Fair Isaac

Market Cap: US$33.4b

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

Hewlett Packard Enterprise

Market Cap: US$28.5b

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

Jabil

Market Cap: US$28.0b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Flex

Market Cap: US$24.1b

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

Everpure

Market Cap: US$21.2b

Provides data storage and management technologies, products, and services in the United States and internationally.

Circle Internet Group

Market Cap: US$19.8b

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

Atlassian

Market Cap: US$19.8b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Fabrinet

Market Cap: US$19.5b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

Super Micro Computer

Market Cap: US$19.4b

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

Samsara

Market Cap: US$16.7b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Trimble

Market Cap: US$15.6b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

Warner Music Group

Market Cap: US$14.9b

Operates as a music entertainment company in the United States, the United Kingdom, Germany, and internationally.

Roku

Market Cap: US$14.5b

Operates a TV streaming platform in the United States and internationally.

HubSpot

Market Cap: US$14.0b

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

Best Buy

Market Cap: US$13.0b

Offers technology products and solutions in the United States, Canada, and internationally.