U.S. The Millennials Thematic

Netflix

Market Cap: US$536.3b

Provides entertainment services.

Palantir Technologies

Market Cap: US$350.6b

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.

Intuit

Market Cap: US$208.1b

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

Spotify Technology

Market Cap: US$145.7b

Provides audio streaming subscription services worldwide.

MicroStrategy

Market Cap: US$123.6b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

Amphenol

Market Cap: US$120.3b

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

AppLovin

Market Cap: US$119.4b

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

Sea

Market Cap: US$93.7b

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

Synopsys

Market Cap: US$88.3b

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

Cadence Design Systems

Market Cap: US$86.8b

Provides software, hardware, and other services worldwide.

Autodesk

Market Cap: US$61.8b

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

Workday

Market Cap: US$60.0b

Provides enterprise cloud applications in the United States and internationally.

Circle Internet Group

Market Cap: US$53.1b

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

TE Connectivity

Market Cap: US$52.0b

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

Atlassian

Market Cap: US$49.3b

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

Datadog

Market Cap: US$48.5b

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

Veeva Systems

Market Cap: US$45.6b

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

Corning

Market Cap: US$45.0b

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

Fair Isaac

Market Cap: US$36.7b

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.

Live Nation Entertainment

Market Cap: US$33.9b

Operates as a live entertainment company worldwide.

TKO Group Holdings

Market Cap: US$33.4b

Operates as a sports and entertainment company.

Super Micro Computer

Market Cap: US$31.7b

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

HubSpot

Market Cap: US$27.9b

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

Hewlett Packard Enterprise

Market Cap: US$26.6b

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.

Formula One Group

Market Cap: US$24.9b

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

Jabil

Market Cap: US$23.5b

Provides manufacturing services and solutions worldwide.

Guidewire Software

Market Cap: US$18.6b

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

Bentley Systems

Market Cap: US$18.1b

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

Pure Storage

Market Cap: US$17.8b

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

Warner Music Group

Market Cap: US$15.8b

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

Coherent

Market Cap: US$14.9b

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$13.1b

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

Elastic

Market Cap: US$8.9b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Informatica

Market Cap: US$7.4b

Develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide.

Arrow Electronics

Market Cap: US$6.8b

Provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Waystar Holding

Market Cap: US$6.6b

Develops a cloud-based software solution for healthcare payments.