U.S. Transformational Technology

Oracle

Market Cap: US$457.8b

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

Crexendo

Market Cap: US$201.9m

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

Clear Secure

Market Cap: US$6.0b

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

Viant Technology

Market Cap: US$797.7m

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.

AppLovin

Market Cap: US$151.5b

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

TTM Technologies

Market Cap: US$9.4b

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.

HubSpot

Market Cap: US$13.6b

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

Everpure

Market Cap: US$20.1b

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

Pagaya Technologies

Market Cap: US$900.4m

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.

AppFolio

Market Cap: US$6.3b

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

Five9

Market Cap: US$1.2b

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

Corning

Market Cap: US$111.3b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.

Seagate Technology Holdings

Market Cap: US$83.8b

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

Extreme Networks

Market Cap: US$1.9b

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

Palantir Technologies

Market Cap: US$367.1b

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.

Super Micro Computer

Market Cap: US$18.6b

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

Q2 Holdings

Market Cap: US$3.0b

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

Calix

Market Cap: US$3.3b

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

CPS Technologies

Market Cap: US$67.0m

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.

Intellicheck

Market Cap: US$95.8m

A technology company, provides on-demand digital identity validation solutions for KYC, fraud, and age verification needs in North America.

Allot

Market Cap: US$314.9m

Develops, sells, and markets network intelligence and security solutions in Israel, Europe, Asia, Oceania, the Americas, the Middle East, and Africa.

M-tron Industries

Market Cap: US$234.3m

Designs, manufactures, and markets frequency and spectrum control products to control the frequency and timing of signals in electronic circuits in the United States and internationally.

Arista Networks

Market Cap: US$168.4b

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.

Flex

Market Cap: US$23.3b

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

Vertex

Market Cap: US$2.2b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Workday

Market Cap: US$34.5b

Provides enterprise cloud applications in the United States and internationally.

Daktronics

Market Cap: US$1.0b

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.

Ciena

Market Cap: US$47.6b

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.

ServiceNow

Market Cap: US$118.2b

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

Agilysys

Market Cap: US$2.0b

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.

Amphenol

Market Cap: US$161.6b

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

Palo Alto Networks

Market Cap: US$135.4b

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

Commvault Systems

Market Cap: US$3.6b

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

Dynatrace

Market Cap: US$11.3b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Sanmina

Market Cap: US$6.9b

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.

Guidewire Software

Market Cap: US$13.3b

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