U.S. The Millennials Thematic

Dynatrace

Market Cap: US$12.0b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Guidewire Software

Market Cap: US$11.9b

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

Littelfuse

Market Cap: US$11.6b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

TeraWulf

Market Cap: US$11.3b

Owns, develops, operates digital infrastructure in the United States.

Unity Software

Market Cap: US$11.2b

Operates a platform to develop, deploy, 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.

Cognex

Market Cap: US$11.0b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.

HubSpot

Market Cap: US$10.3b

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

Madison Square Garden Sports

Market Cap: US$8.5b

Operates as a professional sports company in the United States.

Core Scientific

Market Cap: US$8.0b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

Clear Secure

Market Cap: US$8.0b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Clearwater Analytics Holdings

Market Cap: US$7.3b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally.

Procore Technologies

Market Cap: US$7.1b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Avnet

Market Cap: US$7.0b

Distributes electronic component technology in the Americas, Europe, the Middle East, Africa, and Asia/Pacific.

Ralliant

Market Cap: US$6.9b

Engages in the design, development, manufacture, sale, and service of precision instruments and engineered products in the United States, China, and internationally.

Vishay Intertechnology

Market Cap: US$6.4b

Manufactures and sells discrete semiconductors and passive electronic components in the United States, Germany, rest of Europe, Israel, and Asia.

Ingram Micro Holding

Market Cap: US$6.1b

Through its subsidiaries, distributes information technology (IT) products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.

AppFolio

Market Cap: US$5.8b

Provides cloud-based platform for the real estate industry in the United States.

Novanta

Market Cap: US$5.7b

Provides precision medicine, precision manufacturing, medical solutions, robotics and automation solutions, and advanced surgery solutions in the United States and internationally.

Elastic

Market Cap: US$5.7b

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.

IPG Photonics

Market Cap: US$5.1b

Develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications.

Zeta Global Holdings

Market Cap: US$4.7b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

Mirion Technologies

Market Cap: US$4.6b

Provides radiation detection, measurement, analysis, and monitoring products and services in North America, Europe, and the Asia Pacific.

Klaviyo

Market Cap: US$4.5b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

nLIGHT

Market Cap: US$4.4b

Engages in the design, development, manufacture, and sale of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications.

Lionsgate Studios

Market Cap: US$4.3b

Engages in diversified motion picture and television production and distribution businesses in the United States, Canada, and internationally.

Bel Fuse

Market Cap: US$3.8b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

StubHub Holdings

Market Cap: US$3.7b

Operates ticketing marketplace for live event tickets worldwide.

GPGI

Market Cap: US$3.6b

Provides sustainable injection molding solutions worldwide.

BILL Holdings

Market Cap: US$3.6b

Provides financial operations platform for small and midsize businesses worldwide.

Madison Square Garden Entertainment

Market Cap: US$3.3b

Through its subsidiaries, engages in live entertainment business.

Cellebrite DI

Market Cap: US$3.3b

Develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Knowles

Market Cap: US$3.1b

Offers capacitors, radio frequency (RF) and microwave filters, balanced armature speakers, and medtech microphones in Asia, the United States, Europe, rest of Americas, and internationally.

Benchmark Electronics

Market Cap: US$3.1b

Offers product design, engineering services, technology solutions, and manufacturing services in the Americas, Asia, and Europe.

Q2 Holdings

Market Cap: US$2.9b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

CCC Intelligent Solutions Holdings

Market Cap: US$2.7b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

Diebold Nixdorf

Market Cap: US$2.6b

Engages in the automating, digitizing, and transforming the way people bank and shop worldwide.