U.S. Transformational Technology

Semrush Holdings

Market Cap: US$1.3b

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

Super Micro Computer

Market Cap: US$17.5b

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

Tuya

Market Cap: US$1.1b

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

Verint Systems

Market Cap: US$970.6m

Provides customer engagement solutions worldwide.

Oracle

Market Cap: US$344.4b

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

CI&T

Market Cap: US$667.5m

Engages in the provision of strategy, design, and software engineering services worldwide.

AppLovin

Market Cap: US$77.6b

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

Corning

Market Cap: US$34.9b

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

Eltek

Market Cap: US$56.2m

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

Datadog

Market Cap: US$30.5b

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

Autodesk

Market Cap: US$54.2b

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

Pure Storage

Market Cap: US$13.1b

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

Palantir Technologies

Market Cap: US$213.0b

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.

CleanSpark

Market Cap: US$2.1b

Operates as a bitcoin mining company in the Americas.

Perfect

Market Cap: US$164.0m

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.

Workday

Market Cap: US$57.0b

Provides enterprise cloud applications in the United States and internationally.

HubSpot

Market Cap: US$27.1b

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

Okta

Market Cap: US$16.1b

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

Data Storage

Market Cap: US$24.7m

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

Jabil

Market Cap: US$13.9b

Provides manufacturing services and solutions worldwide.

Viant Technology

Market Cap: US$755.6m

Operates as an advertising technology company.

Grid Dynamics Holdings

Market Cap: US$1.1b

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

ServiceNow

Market Cap: US$156.5b

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$828.1m

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

Crexendo

Market Cap: US$116.3m

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

monday.com

Market Cap: US$11.6b

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

Advanced Energy Industries

Market Cap: US$3.2b

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

Intuit

Market Cap: US$159.0b

Provides financial management, compliance, and marketing products and services in the United States.

Synopsys

Market Cap: US$62.2b

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

Red Violet

Market Cap: US$503.6m

An analytics and information solutions company, specializes in proprietary technologies and applying analytical capabilities to deliver identity intelligence in the United States.

Pegasystems

Market Cap: US$5.7b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

CCC Intelligent Solutions Holdings

Market Cap: US$5.6b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

Palo Alto Networks

Market Cap: US$106.0b

Provides cybersecurity solutions worldwide.

Ciena

Market Cap: US$8.2b

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.

Simulations Plus

Market Cap: US$681.8m

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

Agilysys

Market Cap: US$1.9b

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.