U.S. The Millennials Thematic

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.

Sandisk

Market Cap: US$6.0b

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.

Clearwater Analytics Holdings

Market Cap: US$5.9b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Littelfuse

Market Cap: US$5.7b

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

Q2 Holdings

Market Cap: US$5.6b

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

Vertex

Market Cap: US$5.6b

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

SPS Commerce

Market Cap: US$5.3b

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

Advanced Energy Industries

Market Cap: US$5.2b

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

Madison Square Garden Sports

Market Cap: US$5.0b

Operates as a professional sports company in the United States.

Ingram Micro Holding

Market Cap: US$4.7b

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.

SoundHound AI

Market Cap: US$4.7b

Develops independent voice artificial intelligence (AI) solutions that enables businesses across automotive, TV, and IoT, and to customer service industries to deliver high-quality conversational experiences to their customers in the United States, Korea, France, Japan, Germany, and internationally.

BILL Holdings

Market Cap: US$4.7b

Provides financial operations platform for small and midsize businesses worldwide.

TTM Technologies

Market Cap: US$4.7b

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.

Avnet

Market Cap: US$4.6b

Distributes electronic component technology.

Novanta

Market Cap: US$4.5b

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

Insight Enterprises

Market Cap: US$4.3b

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

IREN

Market Cap: US$4.2b

Operates in the integrated data center business.

AvePoint

Market Cap: US$3.8b

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

Workiva

Market Cap: US$3.7b

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

CleanSpark

Market Cap: US$3.5b

Operates as a bitcoin mining company in the Americas.

Intapp

Market Cap: US$3.5b

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.

Cellebrite DI

Market Cap: US$3.4b

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

Agilysys

Market Cap: US$3.2b

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.

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.

IPG Photonics

Market Cap: US$3.1b

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

Alkami Technology

Market Cap: US$2.8b

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

Bitdeer Technologies Group

Market Cap: US$2.7b

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

Hut 8

Market Cap: US$2.6b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

RingCentral

Market Cap: US$2.3b

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

Vishay Intertechnology

Market Cap: US$2.3b

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

Pagaya Technologies

Market Cap: US$2.2b

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.

Diebold Nixdorf

Market Cap: US$2.2b

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

LiveRamp Holdings

Market Cap: US$2.2b

A technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.

EverCommerce

Market Cap: US$2.0b

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.