U.S. The Millennials Thematic

Elastic

Market Cap: US$9.2b

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.

Sandisk

Market Cap: US$7.7b

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.

IREN

Market Cap: US$7.7b

Operates in the vertically integrated data center business.

Informatica

Market Cap: US$7.6b

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

Cognex

Market Cap: US$7.4b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.

Waystar Holding

Market Cap: US$6.5b

Develops a cloud-based software solution for healthcare payments.

CCC Intelligent Solutions Holdings

Market Cap: US$6.3b

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

Littelfuse

Market Cap: US$6.3b

Designs, manufactures, and sells electronic components, modules, and subassemblies in the Americas, the Asia-Pacific, and Europe.

Advanced Energy Industries

Market Cap: US$5.5b

Provides precision power conversion, measurement, and control solutions in the United States and internationally.

Q2 Holdings

Market Cap: US$4.8b

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

TTM Technologies

Market Cap: US$4.8b

Manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) in the United States, Taiwan, and internationally.

BILL Holdings

Market Cap: US$4.7b

Provides financial operations platform for small and midsize businesses worldwide.

Ingram Micro Holding

Market Cap: US$4.5b

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

Zeta Global Holdings

Market Cap: US$4.5b

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$4.4b

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

Avnet

Market Cap: US$4.4b

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

Workiva

Market Cap: US$4.4b

Provides cloud-based reporting solutions in the Americas and internationally.

SPS Commerce

Market Cap: US$4.1b

Provides cloud-based supply chain management solutions in the United States.

Novanta

Market Cap: US$4.1b

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

Cellebrite DI

Market Cap: US$4.0b

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

Insight Enterprises

Market Cap: US$4.0b

Provides information technology, hardware, software, and services in the United States and internationally.

Vertex

Market Cap: US$3.9b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Intapp

Market Cap: US$3.6b

Through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally.

nCino

Market Cap: US$3.5b

A software-as-a-service company, provides software solutions to financial institutions in the United States, the United Kingdom, and internationally.

Crane NXT

Market Cap: US$3.5b

Operates as an industrial technology company that provides technology solutions to secure, detect, and authenticate customers’ important assets.

IPG Photonics

Market Cap: US$3.4b

Develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in materials processing, medical, and advanced applications worldwide.

AvePoint

Market Cap: US$3.4b

Provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific.

Blackbaud

Market Cap: US$3.2b

Engages in the provision of cloud software and services in the United States and internationally.

Agilysys

Market Cap: US$3.0b

Operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

RingCentral

Market Cap: US$2.7b

Provides cloud business communications, contact center, video, and hybrid event solutions in North America and internationally.

Pagaya Technologies

Market Cap: US$2.7b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.

Bitdeer Technologies Group

Market Cap: US$2.6b

Operates as a technology company for blockchain and high-performance computing (HPC) in Singapore, the United States, Bhutan, and Norway.

Alkami Technology

Market Cap: US$2.6b

Provides cloud-based digital banking solutions in the United States.

Diebold Nixdorf

Market Cap: US$2.2b

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

EverCommerce

Market Cap: US$2.1b

Provides integrated software-as-a-service solutions for service-based small and medium-sized businesses in the United States and internationally.

Five9

Market Cap: US$2.0b

Provides intelligent cloud software for contact centers in the United States and internationally.