U.S. Transformational Technology

Opera

Market Cap: US$1.3b

Provides mobile and PC web browsers and related products and services in Norway and internationally.

Oracle

Market Cap: US$735.1b

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

CareCloud

Market Cap: US$127.4m

A healthcare information technology (IT) company, provides technology-enabled business solutions, Software-as-a-Service offerings, and related business services to healthcare providers and hospitals primarily in the United States.

Tuya

Market Cap: US$1.4b

Provides AI cloud platform services in the People’s Republic of China.

Corning

Market Cap: US$75.0b

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

Five9

Market Cap: US$1.9b

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

Extreme Networks

Market Cap: US$2.5b

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

Sanmina

Market Cap: US$7.5b

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.

CI&T

Market Cap: US$637.0m

Provides strategy, design, and software engineering services worldwide.

ServiceNow

Market Cap: US$189.7b

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

Arista Networks

Market Cap: US$198.1b

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.

IREN

Market Cap: US$18.3b

Operates in the vertically integrated data center business in Australia and Canada.

Amphenol

Market Cap: US$173.3b

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

Palantir Technologies

Market Cap: US$452.5b

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.

Workday

Market Cap: US$63.5b

Provides enterprise cloud applications in the United States and internationally.

AppLovin

Market Cap: US$213.8b

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

Perfect

Market Cap: US$212.9m

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.

Coda Octopus Group

Market Cap: US$105.9m

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.

BILL Holdings

Market Cap: US$5.0b

Provides financial operations platform for small and midsize businesses worldwide.

Jabil

Market Cap: US$23.5b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Pure Storage

Market Cap: US$32.4b

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

Kyndryl Holdings

Market Cap: US$6.6b

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

Crexendo

Market Cap: US$214.3m

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

Q2 Holdings

Market Cap: US$3.9b

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

monday.com

Market Cap: US$9.9b

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

Datadog

Market Cap: US$56.5b

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

Ciena

Market Cap: US$26.7b

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.

Commvault Systems

Market Cap: US$6.2b

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

Super Micro Computer

Market Cap: US$28.2b

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

Nebius Group

Market Cap: US$30.3b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Agilysys

Market Cap: US$3.5b

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.

Rapid7

Market Cap: US$1.2b

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.

ReposiTrak

Market Cap: US$274.6m

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

Waystar Holding

Market Cap: US$7.1b

Develops a cloud-based software solution for healthcare payments.

Fabrinet

Market Cap: US$15.9b

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

Clearfield

Market Cap: US$479.9m

Manufactures and sells various fiber connectivity products in the United States and internationally.