U.S. Transformational Technology

Hewlett Packard Enterprise

Market Cap: US$29.6b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

CI&T

Market Cap: US$690.8m

Provides strategy, design, and software engineering services worldwide.

Five9

Market Cap: US$2.1b

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

Oracle

Market Cap: US$661.2b

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

Corning

Market Cap: US$57.2b

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

Verint Systems

Market Cap: US$1.2b

Provides customer engagement solutions worldwide.

Pure Storage

Market Cap: US$19.3b

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

ServiceNow

Market Cap: US$182.6b

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

VTEX

Market Cap: US$742.4m

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

Crexendo

Market Cap: US$182.8m

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

Kyndryl Holdings

Market Cap: US$7.2b

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

Tuya

Market Cap: US$1.5b

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

Workday

Market Cap: US$59.6b

Provides enterprise cloud applications in the United States and internationally.

Palantir Technologies

Market Cap: US$381.6b

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.

Commvault Systems

Market Cap: US$7.9b

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

Autodesk

Market Cap: US$61.0b

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

Datadog

Market Cap: US$44.8b

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

Arista Networks

Market Cap: US$167.2b

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.

Perfect

Market Cap: US$207.8m

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.

AppLovin

Market Cap: US$152.4b

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

Viant Technology

Market Cap: US$621.3m

Operates as an advertising technology company.

Super Micro Computer

Market Cap: US$26.3b

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

monday.com

Market Cap: US$9.0b

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

Gilat Satellite Networks

Market Cap: US$530.1m

Provides satellite-based broadband communication solutions in Israel, the United States, Peru, and internationally.

Q2 Holdings

Market Cap: US$4.8b

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

Fabrinet

Market Cap: US$11.2b

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

Jabil

Market Cap: US$22.4b

Provides manufacturing services and solutions worldwide.

Guidewire Software

Market Cap: US$17.8b

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

Clearfield

Market Cap: US$447.9m

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

Rapid7

Market Cap: US$1.3b

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

Palo Alto Networks

Market Cap: US$123.3b

Provides cybersecurity solutions worldwide.

Cadence Design Systems

Market Cap: US$94.1b

Provides software, hardware, and other services worldwide.

Agilysys

Market Cap: US$3.0b

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.

Synopsys

Market Cap: US$110.5b

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