U.S. Transformational Technology

Oracle

Market Cap: US$871.4b

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

Corning

Market Cap: US$67.4b

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

Five9

Market Cap: US$2.0b

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

CI&T

Market Cap: US$738.1m

Provides strategy, design, and software engineering services worldwide.

CareCloud

Market Cap: US$145.6m

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.

VTEX

Market Cap: US$764.2m

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

ServiceNow

Market Cap: US$193.4b

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

Palantir Technologies

Market Cap: US$403.9b

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.

Crexendo

Market Cap: US$203.9m

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

Commvault Systems

Market Cap: US$8.4b

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

Kyndryl Holdings

Market Cap: US$7.3b

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

Workday

Market Cap: US$58.5b

Provides enterprise cloud applications in the United States and internationally.

AppLovin

Market Cap: US$204.2b

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$202.7m

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.

Tuya

Market Cap: US$1.6b

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

IREN

Market Cap: US$9.9b

Operates in the vertically integrated data center business.

Pure Storage

Market Cap: US$28.6b

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

Coda Octopus Group

Market Cap: US$89.1m

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.

Viant Technology

Market Cap: US$579.8m

Operates as an advertising technology company.

Super Micro Computer

Market Cap: US$26.7b

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

monday.com

Market Cap: US$10.1b

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

Datadog

Market Cap: US$46.9b

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

Q2 Holdings

Market Cap: US$5.1b

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

Nebius Group

Market Cap: US$21.3b

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

Daktronics

Market Cap: US$1.1b

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.

Jabil

Market Cap: US$22.9b

Provides manufacturing services and solutions worldwide.

Autodesk

Market Cap: US$67.8b

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

Gilat Satellite Networks

Market Cap: US$645.2m

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

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.

Clearfield

Market Cap: US$464.3m

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.

Ciena

Market Cap: US$19.4b

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.

Guidewire Software

Market Cap: US$20.8b

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

Cadence Design Systems

Market Cap: US$95.1b

Provides software, hardware, and other services worldwide.

Palo Alto Networks

Market Cap: US$134.7b

Provides cybersecurity solutions the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Viavi Solutions

Market Cap: US$2.7b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.