U.S. The Millennials Thematic

Netflix

Market Cap: US$400.2b

Provides entertainment services.

Palantir Technologies

Market Cap: US$205.1b

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$173.6b

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

Adobe

Market Cap: US$164.4b

Operates as a technology company worldwide.

Spotify Technology

Market Cap: US$115.7b

Provides audio streaming subscription services worldwide.

AppLovin

Market Cap: US$98.7b

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

Amphenol

Market Cap: US$82.2b

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

Sea

Market Cap: US$77.3b

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$72.6b

Provides software, hardware, and other services worldwide.

Synopsys

Market Cap: US$67.8b

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

Workday

Market Cap: US$62.7b

Provides enterprise cloud applications in the United States and internationally.

Atlassian

Market Cap: US$58.7b

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

Autodesk

Market Cap: US$57.1b

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

Fair Isaac

Market Cap: US$46.1b

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$42.5b

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

Corning

Market Cap: US$39.9b

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$36.9b

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

Datadog

Market Cap: US$34.9b

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

Live Nation Entertainment

Market Cap: US$31.1b

Operates as a live entertainment company worldwide.

HubSpot

Market Cap: US$30.9b

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

TKO Group Holdings

Market Cap: US$27.1b

Operates as a sports and entertainment company.

Keysight Technologies

Market Cap: US$26.2b

Offers electronic design and test solutions worldwide.

Warner Bros. Discovery

Market Cap: US$25.9b

Operates as a media and entertainment company worldwide.

Tyler Technologies

Market Cap: US$25.1b

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

Formula One Group

Market Cap: US$22.2b

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

Super Micro Computer

Market Cap: US$20.8b

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

Nutanix

Market Cap: US$19.0b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

PTC

Market Cap: US$18.9b

Operates as software company in the Americas, Europe, and the Asia Pacific.

Warner Music Group

Market Cap: US$16.2b

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

Guidewire Software

Market Cap: US$16.1b

Provides a platform for property and casualty (P&C) insurers worldwide.

Jabil

Market Cap: US$15.2b

Provides manufacturing services and solutions worldwide.

Pure Storage

Market Cap: US$15.0b

Engages in the provision of data storage and management technologies, products, and services in the United States and internationally.

Bentley Systems

Market Cap: US$13.0b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Doximity

Market Cap: US$10.9b

Operates a cloud-based digital platform for medical professionals in the United States.

Coherent

Market Cap: US$10.5b

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

Roku

Market Cap: US$10.4b

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