Luxembourg Consumer Durables Transformational Technology

TOTVS

Market Cap: R$25.6b

Develops and sells management software, and productivity and collaboration platforms in Brazil and internationally.

Technology One

Market Cap: AU$7.4b

Engages in the development, marketing, sale, implementation, and support of integrated enterprise business software solutions in Australia and internationally.

Arista Networks

Market Cap: US$175.5b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Datadog

Market Cap: US$42.0b

Operates an observability and security platform for cloud applications in the United States and internationally.

IREN

Market Cap: US$17.9b

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

Alcidion Group

Market Cap: AU$147.7m

Engages in the development and licensing of healthcare software products in Australia, New Zealand, and the United Kingdom.

Scantech (HANGZHOU)

Market Cap: CN¥14.2b

Provides 3D vision digital products and automated 3D vision inspection systems in China.

Wuhan Guide Infrared

Market Cap: CN¥71.6b

Engages in the design, manufacture, marketing, and sale of infrared thermal imaging detectors and modules, and electro-optical systems in China and internationally.

GRID

Market Cap: JP¥11.6b

Engages in the development, sale, consulting, maintenance, and operation support activities for systems using artificial intelligence (AI).

TechStore Berhad

Market Cap: RM 127.5m

An investment holding company, primarily provides information technology (IT) security and automation solutions in Malaysia and Singapore.

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥21.8b

Provides network communication solutions in China.

Jiangsu Cai Qin Technology

Market Cap: CN¥13.4b

Engages in the research and development, production, and sale of microwave dielectric ceramic components and in China and internationally.

Raytron TechnologyLtd

Market Cap: CN¥53.0b

Engages in the research and development, design, manufacturing, and sales of uncooled infrared imagining, MEMS sensor, and image processing algorithms technology in China.

Energy One

Market Cap: AU$488.5m

Engages in the provision of software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe.

Palo Alto Networks

Market Cap: US$115.9b

Provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Secure

Market Cap: JP¥8.8b

Engages in the security solution business in Japan.

Scientech

Market Cap: NT$26.0b

Engages in the research and development, production, sale, and maintenance of process equipment for semiconductors, liquid crystal displays (LCDs), light-emitting diodes (LEDs), and solar power generation industries.

Clearfield

Market Cap: US$417.2m

Designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.

Topicus.com

Market Cap: CA$7.8b

Provides vertical market software and vertical market platforms in the Netherlands and internationally.

Aspocomp Group Oyj

Market Cap: €40.6m

Manufactures and sells printed circuit boards (PCBs) in Finland, Europe, and internationally.

FAE Technology

Market Cap: €50.3m

Operates in the design, proof of concept (PoC) development, industrial design, prototyping, manufacturing, and solution delivery of embedded and custom electronic products in Italy.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥44.2b

Engages in the research, design, development, production, and sale of fiber optic devices in China and internationally.

BASEInc

Market Cap: JP¥36.6b

Engages in the planning, development, and operation of web services in Japan.

Life360

Market Cap: AU$6.4b

Operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.

Gooch & Housego

Market Cap: UK£196.5m

Engages in the manufacture and sale of acousto-optics, electro-optics, fiber optics, and precision optics and systems in the United Kingdom, North America, Europe, the Asia Pacific, and internationally.

SmartCraft

Market Cap: NOK 3.3b

Provides software solutions to the construction industry in Norway, Sweden, Finland, and the United Kingdom.

Codan

Market Cap: AU$6.7b

Develops technology solutions for United Nations organizations, security and military agencies, government departments, corporates, individuals consumers, and small-scale miners.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥133.0b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

Co-Tech Development

Market Cap: NT$65.6b

Engages in the production and sale of copper foil for printed circuit board industry in Taiwan and China.

Semitronix

Market Cap: CN¥14.6b

Provides characterization and yield improvement solutions for the semiconductor industry in China and internationally.

Mirai Semiconductors

Market Cap: ₩275.6b

Distributes Samsung electronics semiconductors.

Yangtze Optical Electronic

Market Cap: CN¥7.1b

Engages in the research and development, production, and sale of special optical fiber and cables, special optical devices, new materials, high-end equipment, and photoelectric systems in China.

Yubico

Market Cap: SEK 5.5b

Provides authentication solutions for use in computers, networks, and online services.

Nayax

Market Cap: ₪6.4b

A fintech company, develops a complete solution for automated self-service retailers, commerce, and other merchants in the United States, Europe, the United Kingdom, Australia, Israel, and rest of the world.

izertis

Market Cap: €332.2m

Provides technological consultancy services in Spain, Portugal, and Mexico.

Sanmina

Market Cap: US$8.4b

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.