U.S. Transformational Technology

Amphenol

Market Cap: US$82.2b

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

Richardson Electronics

Market Cap: US$157.3m

Engages in the provision of engineered solutions, power grid and microwave tube, and related consumables worldwide.

Super Micro Computer

Market Cap: US$20.8b

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

Semrush Holdings

Market Cap: US$1.4b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Verint Systems

Market Cap: US$1.1b

Provides customer engagement solutions worldwide.

Doximity

Market Cap: US$10.9b

Operates a cloud-based digital platform for medical professionals in the United States.

AppLovin

Market Cap: US$98.7b

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

CI&T

Market Cap: US$783.5m

Provides strategy, design, and software engineering services to enable digital transformation for enterprises and companies worldwide.

Eltek

Market Cap: US$56.1m

Manufactures, markets, and sells printed circuit boards (PCBs) in Israel, Europe, North America, India, the Netherlands, and internationally.

Oracle

Market Cap: US$409.0b

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

Corning

Market Cap: US$39.9b

Engages in the optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses in the United States and internationally.

Tuya

Market Cap: US$1.8b

Offers purpose-built Internet of Things (IoT) cloud development platform in the People’s Republic of China and internationally.

Pure Storage

Market Cap: US$15.0b

Engages in the provision of data storage and management technologies, products, and services in the United States and internationally.

CleanSpark

Market Cap: US$2.3b

Operates as a bitcoin mining company in the Americas.

HubSpot

Market Cap: US$30.9b

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

Autodesk

Market Cap: US$57.1b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Datadog

Market Cap: US$34.9b

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

Palantir Technologies

Market Cap: US$205.1b

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.

Cognex

Market Cap: US$5.2b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.

Data Storage

Market Cap: US$25.1m

Provides data management and cloud solutions in the United States and internationally.

Ubiquiti

Market Cap: US$19.7b

Develops networking technology for service providers, enterprises, and consumers.

Grid Dynamics Holdings

Market Cap: US$1.3b

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

Perfect

Market Cap: US$180.3m

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.

ServiceNow

Market Cap: US$169.8b

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

Bel Fuse

Market Cap: US$948.5m

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

Jabil

Market Cap: US$15.2b

Provides manufacturing services and solutions worldwide.

Workday

Market Cap: US$62.7b

Provides enterprise cloud applications in the United States and internationally.

Viant Technology

Market Cap: US$860.3m

Operates as an advertising technology company.

monday.com

Market Cap: US$13.5b

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

DoubleVerify Holdings

Market Cap: US$2.2b

Provides media effectiveness platforms in the United States and internationally.

Okta

Market Cap: US$18.3b

Operates as an identity partner in the United States and internationally.

Simulations Plus

Market Cap: US$497.7m

Develops drug discovery and development software for modeling and simulation, and prediction of molecular properties utilizing artificial intelligence and machine learning based technology worldwide.

Synopsys

Market Cap: US$67.8b

Provides electronic design automation software products used to design and test integrated circuits.

Crexendo

Market Cap: US$140.3m

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

Advanced Energy Industries

Market Cap: US$3.6b

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

Enfusion

Market Cap: US$1.4b

Provides software-as-a-service solutions for investment management industry in the United States, Europe, the Middle East, Africa, and the Asia Pacific.