U.S. The Millennials Thematic

Littelfuse

Market Cap: US$11.4b

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

Cognex

Market Cap: US$11.1b

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.

Guidewire Software

Market Cap: US$10.1b

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

HubSpot

Market Cap: US$9.5b

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$9.5b

Operates as a professional sports company in the United States.

Core Scientific

Market Cap: US$8.6b

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

Ralliant

Market Cap: US$8.1b

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$7.7b

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

Clear Secure

Market Cap: US$7.4b

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

Avnet

Market Cap: US$7.1b

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

Ingram Micro Holding

Market Cap: US$6.3b

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.

Procore Technologies

Market Cap: US$6.3b

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

Novanta

Market Cap: US$5.6b

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

AppFolio

Market Cap: US$5.5b

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

Lionsgate Studios

Market Cap: US$4.8b

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

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.

StubHub Holdings

Market Cap: US$4.7b

Operates ticketing marketplace for live event tickets worldwide.

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.

IPG Photonics

Market Cap: US$4.5b

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

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.

GPGI

Market Cap: US$4.4b

Provides sustainable injection molding solutions worldwide.

Bel Fuse

Market Cap: US$4.3b

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

Madison Square Garden Entertainment

Market Cap: US$3.8b

Through its subsidiaries, engages in live entertainment business.

Insight Enterprises

Market Cap: US$3.6b

Provides information technology, hardware, software, and services in the United States, rest of North America, Europe, Middle East, Africa, and the Asia-Pacific.

BILL Holdings

Market Cap: US$3.5b

Provides financial operations platform for small and midsize businesses worldwide.

nLIGHT

Market Cap: US$3.5b

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

Cellebrite DI

Market Cap: US$3.4b

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

Knowles

Market Cap: US$3.4b

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$3.3b

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

Q2 Holdings

Market Cap: US$3.0b

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

Diebold Nixdorf

Market Cap: US$2.9b

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

CCC Intelligent Solutions Holdings

Market Cap: US$2.9b

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

Agilysys

Market Cap: US$2.9b

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.

Rogers

Market Cap: US$2.9b

Designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa.

Crane NXT

Market Cap: US$2.8b

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

Ouster

Market Cap: US$2.7b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.