U.S. The Millennials Thematic

Vertex

Market Cap: US$6.1b

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

Pegasystems

Market Cap: US$6.1b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

CCC Intelligent Solutions Holdings

Market Cap: US$5.9b

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

Badger Meter

Market Cap: US$5.4b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

Informatica

Market Cap: US$5.4b

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$5.3b

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.

SPS Commerce

Market Cap: US$5.2b

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

Q2 Holdings

Market Cap: US$4.7b

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

Cellebrite DI

Market Cap: US$4.5b

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

Intapp

Market Cap: US$4.5b

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

Novanta

Market Cap: US$4.2b

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

Sandisk

Market Cap: US$4.2b

Develops, manufactures, and sells data storage devices and solutions in the United States and internationally.

Littelfuse

Market Cap: US$4.1b

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

Avnet

Market Cap: US$4.0b

Distributes electronic component technology.

Workiva

Market Cap: US$3.9b

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

Ingram Micro Holding

Market Cap: US$3.9b

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.

Advanced Energy Industries

Market Cap: US$3.6b

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

Plexus

Market Cap: US$3.4b

Provides electronic manufacturing services in the United States and internationally.

Zeta Global Holdings

Market Cap: US$3.1b

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$3.1b

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

AvePoint

Market Cap: US$3.0b

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

Blackbaud

Market Cap: US$3.0b

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

nCino

Market Cap: US$2.8b

A software-as-a-service company, provides cloud-based software applications to financial institutions in the United States and internationally.

Alkami Technology

Market Cap: US$2.5b

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

IPG Photonics

Market Cap: US$2.4b

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

PAR Technology

Market Cap: US$2.3b

Provides omnichannel cloud-based hardware and software solutions to the worldwide.

DoubleVerify Holdings

Market Cap: US$2.2b

Provides media effectiveness platforms in the United States and internationally.

RingCentral

Market Cap: US$2.2b

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

Core Scientific

Market Cap: US$2.2b

Provides digital asset mining services in the United States.

Agilysys

Market Cap: US$2.0b

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.

TTM Technologies

Market Cap: US$2.0b

Manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) worldwide.

CleanSpark

Market Cap: US$2.0b

Operates as a bitcoin mining company in the Americas.

EverCommerce

Market Cap: US$1.9b

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$1.9b

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

Playtika Holding

Market Cap: US$1.9b

Develops mobile games in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

GoodRx Holdings

Market Cap: US$1.8b

Offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States.