U.S. The Millennials Thematic

Netflix

Market Cap: US$513.4b

Provides entertainment services.

Palantir Technologies

Market Cap: US$371.8b

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$186.1b

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

AppLovin

Market Cap: US$161.9b

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

Spotify Technology

Market Cap: US$140.3b

Provides audio streaming subscription services worldwide.

Amphenol

Market Cap: US$132.9b

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

Synopsys

Market Cap: US$111.7b

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

Sea

Market Cap: US$110.4b

Through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Cadence Design Systems

Market Cap: US$95.5b

Provides software, hardware, and other services worldwide.

Strategy

Market Cap: US$95.1b

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

Autodesk

Market Cap: US$67.3b

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

Workday

Market Cap: US$61.6b

Provides enterprise cloud applications in the United States and internationally.

TE Connectivity

Market Cap: US$61.0b

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

Corning

Market Cap: US$57.4b

Operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.

Datadog

Market Cap: US$47.7b

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

Atlassian

Market Cap: US$46.6b

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

Take-Two Interactive Software

Market Cap: US$43.0b

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

TKO Group Holdings

Market Cap: US$37.6b

Operates as a sports and entertainment company.

Fair Isaac

Market Cap: US$36.5b

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.

Circle Internet Group

Market Cap: US$30.5b

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

Hewlett Packard Enterprise

Market Cap: US$29.6b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Keysight Technologies

Market Cap: US$28.1b

Provides electronic design and test solutions worldwide.

HubSpot

Market Cap: US$25.5b

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

Pure Storage

Market Cap: US$25.4b

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

Formula One Group

Market Cap: US$24.7b

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

Super Micro Computer

Market Cap: US$24.7b

Develops and sells high performance server and storage solutions in the United States, Europe, Asia, and internationally.

Jabil

Market Cap: US$22.0b

Provides manufacturing services and solutions worldwide.

Trimble

Market Cap: US$19.2b

Provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes in North America, Europe, the Asia Pacific, and internationally.

Guidewire Software

Market Cap: US$18.3b

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

Bentley Systems

Market Cap: US$17.5b

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

Warner Music Group

Market Cap: US$17.4b

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

Roku

Market Cap: US$14.2b

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

Coherent

Market Cap: US$14.1b

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.

Doximity

Market Cap: US$12.7b

Operates as a digital platform for medical professionals in the United States.

Fabrinet

Market Cap: US$11.8b

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

Klaviyo

Market Cap: US$9.7b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.