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.

Verint Systems

Market Cap: US$1.2b

Provides customer engagement solutions worldwide.

AppLovin

Market Cap: US$113.4b

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

WM Technology

Market Cap: US$106.1m

An online cannabis marketplace, provides ecommerce and compliance software solutions to retailers and brands in cannabis market in the United States and internationally.

Super Micro Computer

Market Cap: US$29.4b

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

CI&T

Market Cap: US$764.9m

Provides strategy, design, and software engineering services worldwide.

Oracle

Market Cap: US$647.6b

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

Pure Storage

Market Cap: US$18.4b

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

Crexendo

Market Cap: US$167.5m

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

Grid Dynamics Holdings

Market Cap: US$898.7m

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

Perfect

Market Cap: US$228.1m

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.

Palantir Technologies

Market Cap: US$335.3b

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$59.6b

Provides enterprise cloud applications in the United States and internationally.

Circle Internet Group

Market Cap: US$42.6b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

monday.com

Market Cap: US$14.6b

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

Viant Technology

Market Cap: US$204.9m

Operates as an advertising technology company.

Tuya

Market Cap: US$1.5b

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

Autodesk

Market Cap: US$60.0b

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

Commvault Systems

Market Cap: US$7.3b

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

Datadog

Market Cap: US$47.4b

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

Bel Fuse

Market Cap: US$1.3b

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

GoodRx Holdings

Market Cap: US$1.8b

Offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States.

ServiceNow

Market Cap: US$194.8b

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

Data Storage

Market Cap: US$25.2m

Provides enterprise cloud and business continuity solutions in the United States and internationally.

CCC Intelligent Solutions Holdings

Market Cap: US$6.3b

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

Olo

Market Cap: US$1.7b

Operates an open SaaS platform for restaurants in the United States.

Shopify

Market Cap: US$145.4b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Ciena

Market Cap: US$11.0b

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$9.2b

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

Guidewire Software

Market Cap: US$18.5b

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

Intuit

Market Cap: US$208.6b

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

Jabil

Market Cap: US$23.8b

Provides manufacturing services and solutions worldwide.

BILL Holdings

Market Cap: US$4.6b

Provides financial operations platform for small and midsize businesses worldwide.

Palo Alto Networks

Market Cap: US$125.0b

Provides cybersecurity solutions worldwide.

Synopsys

Market Cap: US$86.8b

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

Agilysys

Market Cap: US$3.2b

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.