U.S. Transformational Technology

Oracle

Market Cap: US$509.0b

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

Viant Technology

Market Cap: US$798.5m

Operates as an advertising technology company.

Corning

Market Cap: US$80.0b

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

Grid Dynamics Holdings

Market Cap: US$728.5m

Provides technology consulting, platform and product engineering, and analytics services in North America, Europe, and internationally.

ReposiTrak

Market Cap: US$200.6m

A software-as-a-service provider, operates a business-to-business, e-commerce, compliance and traceability, and supply chain management platform in North America.

monday.com

Market Cap: US$6.7b

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

Super Micro Computer

Market Cap: US$18.9b

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

Perfect

Market Cap: US$173.1m

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.

Exzeo Group

Market Cap: US$1.9b

Provides turnkey insurance technology and operations solutions to insurance carriers and agents.

BILL Holdings

Market Cap: US$4.9b

Provides financial operations platform for small and midsize businesses worldwide.

Extreme Networks

Market Cap: US$2.0b

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

Workday

Market Cap: US$49.8b

Provides enterprise cloud applications in the United States and internationally.

Allot

Market Cap: US$509.2m

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

Intellicheck

Market Cap: US$121.4m

A technology company, provides on-demand digital identity validation solutions for KYC, fraud, and age verification needs in North America.

Sanmina

Market Cap: US$9.7b

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.

AppLovin

Market Cap: US$177.2b

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

ServiceNow

Market Cap: US$138.1b

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

TTM Technologies

Market Cap: US$9.8b

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.

Palantir Technologies

Market Cap: US$404.2b

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.

Amphenol

Market Cap: US$184.8b

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

Commvault Systems

Market Cap: US$5.5b

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

VTEX

Market Cap: US$597.0m

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

Kyndryl Holdings

Market Cap: US$5.5b

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

Cellebrite DI

Market Cap: US$3.9b

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

Ciena

Market Cap: US$32.3b

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.

Shopify

Market Cap: US$179.5b

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.

Guidewire Software

Market Cap: US$13.6b

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

AvePoint

Market Cap: US$2.7b

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

Five9

Market Cap: US$1.4b

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

Pure Storage

Market Cap: US$23.0b

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

Q2 Holdings

Market Cap: US$4.3b

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

Waystar Holding

Market Cap: US$5.7b

Develops a cloud-based software solution for healthcare payments.

Arista Networks

Market Cap: US$171.7b

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.

Datadog

Market Cap: US$45.6b

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

Palo Alto Networks

Market Cap: US$125.6b

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

Clearfield

Market Cap: US$426.1m

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