U.S. Transformational Technology

AppLovin

Market Cap: US$157.4b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Oracle

Market Cap: US$563.6b

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

Western Digital

Market Cap: US$165.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Viant Technology

Market Cap: US$760.8m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

Seagate Technology Holdings

Market Cap: US$175.5b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Amphenol

Market Cap: US$157.5b

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

Clear Secure

Market Cap: US$7.6b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Sandisk

Market Cap: US$231.4b

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.

Five9

Market Cap: US$1.7b

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

Fabrinet

Market Cap: US$22.3b

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

Palantir Technologies

Market Cap: US$330.3b

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.

Everpure

Market Cap: US$28.9b

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

Crexendo

Market Cap: US$303.4m

Provides cloud communication platform software and unified communications as a service in the United States and internationally.

Extreme Networks

Market Cap: US$3.1b

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

TTM Technologies

Market Cap: US$16.3b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Pagaya Technologies

Market Cap: US$1.3b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

Lumentum Holdings

Market Cap: US$75.5b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Daktronics

Market Cap: US$991.6m

Designs, manufactures, and sells electronic scoreboards, programmable display systems, and large screen video displays for sporting, commercial, and transportation applications in the United States and internationally.

CPS Technologies

Market Cap: US$70.9m

Produces and sells advanced material solutions to the transportation, automotive, energy, computing/internet, telecommunication, aerospace, defense, and oil and gas markets in the United States, Germany, rest of Europe, Asia, and internationally.

AppFolio

Market Cap: US$5.9b

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

BILL Holdings

Market Cap: US$4.2b

Provides financial operations platform for small and midsize businesses worldwide.

Q2 Holdings

Market Cap: US$3.1b

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

Workday

Market Cap: US$31.9b

Provides enterprise cloud applications in the United States and internationally.

HubSpot

Market Cap: US$10.1b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Flex

Market Cap: US$52.3b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

Super Micro Computer

Market Cap: US$21.2b

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

ServiceNow

Market Cap: US$94.0b

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$71.2b

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

Ciena

Market Cap: US$77.5b

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.

Shopify

Market Cap: US$143.3b

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.

FatPipe

Market Cap: US$43.9m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

AvePoint

Market Cap: US$2.4b

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

Dynatrace

Market Cap: US$12.1b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

BlackLine

Market Cap: US$1.8b

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.

Calix

Market Cap: US$2.8b

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Corning

Market Cap: US$160.9b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.