U.S. Transformational Technology

Oracle

Market Cap: US$614.6b

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

AppLovin

Market Cap: US$187.2b

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

Western Digital

Market Cap: US$176.4b

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$793.6m

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.

FatPipe

Market Cap: US$86.0m

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.

Karooooo

Market Cap: US$1.5b

Provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Clear Secure

Market Cap: US$7.3b

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

Amphenol

Market Cap: US$170.8b

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

Everpure

Market Cap: US$24.0b

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

Crexendo

Market Cap: US$245.4m

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

Five9

Market Cap: US$1.8b

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

Seagate Technology Holdings

Market Cap: US$191.7b

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

Sandisk

Market Cap: US$230.9b

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.

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$324.9b

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.

Lumentum Holdings

Market Cap: US$67.2b

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

AppFolio

Market Cap: US$5.9b

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

Guidewire Software

Market Cap: US$11.3b

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

Agilysys

Market Cap: US$2.5b

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.

Q2 Holdings

Market Cap: US$2.9b

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

Workday

Market Cap: US$35.6b

Provides enterprise cloud applications in the United States and internationally.

Pagaya Technologies

Market Cap: US$1.2b

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.

Daktronics

Market Cap: US$923.5m

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.

HubSpot

Market Cap: US$10.9b

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

BILL Holdings

Market Cap: US$3.6b

Provides financial operations platform for small and midsize businesses worldwide.

Coda Octopus Group

Market Cap: US$133.1m

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.

Flex

Market Cap: US$55.7b

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

TTM Technologies

Market Cap: US$17.4b

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.

Sprinklr

Market Cap: US$1.3b

Provides enterprise cloud software products worldwide.

Vishay Precision Group

Market Cap: US$1.6b

Engages in the precision measurement and sensing technologies business in the United States, Europe, Israel, Asia, and Canada.

Harmonic

Market Cap: US$1.4b

Provides broadband access solutions worldwide.

CPS Technologies

Market Cap: US$121.0m

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.

Ciena

Market Cap: US$69.1b

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.

Kyndryl Holdings

Market Cap: US$2.6b

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

Samsara

Market Cap: US$20.3b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Extreme Networks

Market Cap: US$3.7b

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