U.S. Tech Healthy high growth potential

Lumentum Holdings

Market Cap: US$57.0b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Seagate Technology Holdings

Market Cap: US$178.2b

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

Sandisk

Market Cap: US$200.6b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Flex

Market Cap: US$43.7b

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

Virtuix Holdings

Market Cap: US$93.1m

Through its subsidiaries, develops and manufactures virtual reality (VR) hardware and software.

KVH Industries

Market Cap: US$177.8m

Designs, develops, manufactures, and markets mobile connectivity and managed services for the marine and land mobile markets.

Ciena

Market Cap: US$53.0b

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.

Fabrinet

Market Cap: US$17.1b

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

Coherent

Market Cap: US$54.3b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Calix

Market Cap: US$2.5b

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.

Advanced Energy Industries

Market Cap: US$10.8b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Mobilicom

Market Cap: US$64.9m

Provides software and cybersecurity solutions and hardware products that are embedded into small-sized drones, unmanned aerial vehicles (SUAVs), and robotic systems in Israel, the United States, Canada, and internationally.

LightPath Technologies

Market Cap: US$656.8m

Designs, develops, manufactures, and distributes optical systems and assemblies in the United States.

Belden

Market Cap: US$3.9b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

Ouster

Market Cap: US$2.5b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Clearfield

Market Cap: US$416.4m

Designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.

AmpliTech Group

Market Cap: US$168.2m

Designs, engineers, and assembles micro-wave component-based amplifiers.

Applied Optoelectronics

Market Cap: US$8.2b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Everpure

Market Cap: US$23.1b

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

Quantum Computing

Market Cap: US$1.8b

An integrated photonics company, provides quantum machines to commercial and government markets in the United States.

Western Digital

Market Cap: US$164.5b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.