U.S. Transformational Technology

Oracle

Market Cap: US$635.8b

Offers products and services that address enterprise information technology environments worldwide.

Amphenol

Market Cap: US$169.8b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

Viant Technology

Market Cap: US$766.7m

Operates as an advertising technology company.

Corning

Market Cap: US$80.8b

Operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.

Super Micro Computer

Market Cap: US$20.8b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Extreme Networks

Market Cap: US$2.4b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

monday.com

Market Cap: US$8.2b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Allot

Market Cap: US$493.7m

Develops, sells, and markets network intelligence and security solutions in Israel, Europe, Asia, Oceania, the Americas, the Middle East, and Africa.

CareCloud

Market Cap: US$140.3m

A healthcare information technology (IT) company, provides technology-enabled business solutions, Software-as-a-Service offerings, and related business services to healthcare providers and hospitals primarily in the United States.

AppLovin

Market Cap: US$237.7b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Perfect

Market Cap: US$181.3m

An artificial intelligence software as a service company, provides artificial intelligence (AI)- and augmented reality (AR)-powered solutions for beauty, fashion, and skincare industries worldwide.

BILL Holdings

Market Cap: US$5.6b

Provides financial operations platform for small and midsize businesses worldwide.

Palantir Technologies

Market Cap: US$447.9b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Workday

Market Cap: US$58.6b

Provides enterprise cloud applications in the United States and internationally.

Commvault Systems

Market Cap: US$5.4b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

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.

Sanmina

Market Cap: US$9.2b

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.

Kyndryl Holdings

Market Cap: US$6.3b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

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.

ServiceNow

Market Cap: US$177.1b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Datadog

Market Cap: US$53.0b

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

Five9

Market Cap: US$1.7b

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

Coda Octopus Group

Market Cap: US$101.0m

Sells and rentals underwater technologies and equipment for real time 3D imaging, mapping, defense, and survey applications in the United States, Europe, Australia, Asia, the Middle East, and Africa.

Pure Storage

Market Cap: US$24.3b

Provides data storage and management technologies, products, and services in the United States and internationally.

VTEX

Market Cap: US$689.4m

Provides software-as-a-service digital commerce platform for enterprise brands and retailers.

Arista Networks

Market Cap: US$166.7b

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.

Clearfield

Market Cap: US$424.3m

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

Jabil

Market Cap: US$24.6b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Waystar Holding

Market Cap: US$5.8b

Develops a cloud-based software solution for healthcare payments.

Shopify

Market Cap: US$219.3b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Ciena

Market Cap: US$31.3b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Guidewire Software

Market Cap: US$17.1b

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

Fabrinet

Market Cap: US$18.5b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

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.

Advanced Energy Industries

Market Cap: US$8.4b

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

Viavi Solutions

Market Cap: US$4.4b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.