U.S. The Millennials Thematic

Roku

Market Cap: US$14.0b

Operates a TV streaming platform in the United States and internationally.

IREN

Market Cap: US$13.5b

Operates in the vertically integrated data center business in Australia and Canada.

Procore Technologies

Market Cap: US$11.5b

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

Klaviyo

Market Cap: US$8.6b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Sanmina

Market Cap: US$8.5b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

AppFolio

Market Cap: US$8.3b

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

Advanced Energy Industries

Market Cap: US$7.8b

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

Elastic

Market Cap: US$7.3b

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.

TTM Technologies

Market Cap: US$7.1b

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.

Waystar Holding

Market Cap: US$7.1b

Develops a cloud-based software solution for healthcare payments.

Cipher Mining

Market Cap: US$6.9b

Develops and operates industrial-scale data centers in the United States.

Cognex

Market Cap: US$6.3b

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

Littelfuse

Market Cap: US$6.3b

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

Mirion Technologies

Market Cap: US$6.0b

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

TeraWulf

Market Cap: US$5.8b

Operates as a digital asset technology company in the United States.

Workiva

Market Cap: US$5.2b

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

Ingram Micro Holding

Market Cap: US$5.1b

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.

BILL Holdings

Market Cap: US$5.0b

Provides financial operations platform for small and midsize businesses worldwide.

CCC Intelligent Solutions Holdings

Market Cap: US$4.7b

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

Q2 Holdings

Market Cap: US$4.5b

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

Zeta Global Holdings

Market Cap: US$4.3b

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

Cellebrite DI

Market Cap: US$4.1b

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

Novanta

Market Cap: US$4.0b

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

Avnet

Market Cap: US$3.8b

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

Agilysys

Market Cap: US$3.5b

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.

Freshworks

Market Cap: US$3.5b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, Asia Pacific, and internationally.

Intapp

Market Cap: US$3.4b

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

IPG Photonics

Market Cap: US$3.3b

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

Cinemark Holdings

Market Cap: US$3.2b

Engages in the motion picture exhibition business.

Crane NXT

Market Cap: US$3.2b

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

Vertex

Market Cap: US$3.2b

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

nCino

Market Cap: US$2.9b

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

Bitdeer Technologies Group

Market Cap: US$2.8b

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

AvePoint

Market Cap: US$2.8b

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

Blackbaud

Market Cap: US$2.7b

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

Insight Enterprises

Market Cap: US$2.6b

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