U.S. Strong Balance Sheet with Growth Potential

NVIDIA

Market Cap: US$4.5t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Tesla

Market Cap: US$1.1t

Designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.

Palantir Technologies

Market Cap: US$443.5b

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.

Advanced Micro Devices

Market Cap: US$280.4b

Operates as a semiconductor company worldwide.

ServiceNow

Market Cap: US$181.1b

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

GE Vernova

Market Cap: US$176.7b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.

Arista Networks

Market Cap: US$174.9b

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.

Arm Holdings

Market Cap: US$146.7b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

Sea

Market Cap: US$87.4b

Through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Workday

Market Cap: US$59.3b

Provides enterprise cloud applications in the United States and internationally.

Vertiv Holdings Co

Market Cap: US$53.4b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Coupang

Market Cap: US$50.7b

Owns and operates retail business through its mobile applications and internet websites in South Korea and internationally.

Reddit

Market Cap: US$40.3b

Operates a digital community in the United States and internationally.

Circle Internet Group

Market Cap: US$36.2b

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

DexCom

Market Cap: US$30.9b

A medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.

Astera Labs

Market Cap: US$29.8b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Trade Desk

Market Cap: US$26.5b

Operates as a technology company in the United States and internationally.

Li Auto

Market Cap: US$25.1b

Operates in the energy vehicle market in the People’s Republic of China.

Toast

Market Cap: US$25.1b

Operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.

Comfort Systems USA

Market Cap: US$24.4b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Insulet

Market Cap: US$21.6b

Develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.

Credo Technology Group Holding

Market Cap: US$20.7b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Citizens Financial Group

Market Cap: US$20.4b

Operates as the bank holding company that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations, and institutions in the United States.

ON Semiconductor

Market Cap: US$19.5b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

KeyCorp

Market Cap: US$19.3b

Operates as the holding company for KeyBank National Association that provides various retail and commercial banking products and services in the United States.

Pure Storage

Market Cap: US$19.1b

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

Teradyne

Market Cap: US$17.1b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Duolingo

Market Cap: US$16.8b

Operates as a mobile learning platform in the United States, the United Kingdom, and internationally.

On Holding

Market Cap: US$14.8b

Engages in the development and distribution of sports products worldwide.

Celsius Holdings

Market Cap: US$13.4b

Develops, processes, manufactures, markets, sells, and distributes functional energy drinks in the United States, North America, Europe, the Asia Pacific, and internationally.

Houlihan Lokey

Market Cap: US$13.3b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide.

monday.com

Market Cap: US$12.8b

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

Neurocrine Biosciences

Market Cap: US$12.4b

Neurocrine Biosciences, Inc. discovers, develops, and markets pharmaceuticals for neurological, neuroendocrine, and neuropsychiatric disorders in the United States and internationally.

Luckin Coffee

Market Cap: US$12.2b

Offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.

Full Truck Alliance

Market Cap: US$11.8b

Operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People’s Republic of China and Hong Kong.

Royal Gold

Market Cap: US$11.1b

Acquires and manages precious metal streams, royalties, and related interests.