U.S. The Millennials Thematic

Netflix

Market Cap: US$442.3b

Provides entertainment services.

Palantir Technologies

Market Cap: US$432.6b

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.

AppLovin

Market Cap: US$233.8b

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

Intuit

Market Cap: US$187.5b

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

Amphenol

Market Cap: US$170.6b

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

Spotify Technology

Market Cap: US$118.0b

Provides audio streaming subscription services worldwide.

Cadence Design Systems

Market Cap: US$91.9b

Provides software, hardware, and other services worldwide.

Synopsys

Market Cap: US$89.0b

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

Corning

Market Cap: US$73.7b

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

Roblox

Market Cap: US$67.6b

Operates an immersive platform for connection and communication in the United States and internationally.

Autodesk

Market Cap: US$64.9b

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

Seagate Technology Holdings

Market Cap: US$62.2b

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

Workday

Market Cap: US$58.1b

Provides enterprise cloud applications in the United States and internationally.

Western Digital

Market Cap: US$57.7b

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.

Datadog

Market Cap: US$53.1b

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

Strategy

Market Cap: US$52.8b

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

Electronic Arts

Market Cap: US$50.9b

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

Take-Two Interactive Software

Market Cap: US$45.7b

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

Fair Isaac

Market Cap: US$42.6b

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

Atlassian

Market Cap: US$42.3b

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

TKO Group Holdings

Market Cap: US$39.8b

Operates as a sports and entertainment company.

Sandisk

Market Cap: US$33.0b

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.

Live Nation Entertainment

Market Cap: US$32.4b

Operates as a live entertainment company worldwide.

Hewlett Packard Enterprise

Market Cap: US$30.8b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly.

Coherent

Market Cap: US$28.6b

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.

Samsara

Market Cap: US$25.9b

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

Flex

Market Cap: US$25.0b

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

Jabil

Market Cap: US$23.5b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Pure Storage

Market Cap: US$23.1b

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

Super Micro Computer

Market Cap: US$21.1b

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

Circle Internet Group

Market Cap: US$20.2b

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

HubSpot

Market Cap: US$19.9b

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

Unity Software

Market Cap: US$19.6b

Operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Trimble

Market Cap: US$19.5b

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$17.9b

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

Fabrinet

Market Cap: US$17.1b

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