Global Large Cap High Growth Potential

Madrigal Pharmaceuticals

Market Cap: US$12.1b

A biopharmaceutical company, focuses on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH) in the United States.

Axsome Therapeutics

Market Cap: US$12.1b

A biopharmaceutical company, develops and delivers novel therapies for the management of central nervous system (CNS) disorders in the United States.

Guardant Health

Market Cap: US$15.9b

A precision oncology company, provides blood and tissue tests, and data sets in the United States and internationally.

NVIDIA

Market Cap: US$5.2t

Operates as a data center scale AI infrastructure company.

Lumentum Holdings

Market Cap: US$70.9b

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

Credo Technology Group Holding

Market Cap: US$40.9b

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.

Sichuan Kelun-Biotech Biopharmaceutical

Market Cap: HK$104.2b

A biopharmaceutical company, engages in the research and development, manufacturing, and commercialization of novel drugs in oncology, immunology, metabolism, and other therapeutic areas in the People’s Republic of China and internationally.

Shanghai Biren Technology

Market Cap: HK$131.3b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

Shengyi Electronics

Market Cap: CN¥114.6b

Designs, produces, and sells printed circuit boards in China.

Piotech

Market Cap: CN¥189.3b

Engages in the research and development, production, sales, and technical services of semiconductor equipment in China.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥399.2b

Manufactures and sells computer, communication, and other electronic equipment components in China and internationally.

MPI

Market Cap: NT$579.6b

Manufactures, processes, maintains, imports/exports, and trades in semi-conductor production process and testing equipment in Taiwan, China, Singapore, Korea, the United States, and internationally.

Guangzhou Tinci Materials Technology

Market Cap: CN¥105.3b

Engages in the research, development, production, and sale of fine chemical materials in China and internationally.

Delton Technology (Guangzhou)

Market Cap: CN¥86.4b

Engages in the research, development, production, and sale of multi-layer printed circuit boards in China and internationally.

Gold Circuit Electronics

Market Cap: NT$659.5b

Engages in the manufacturing, processing, and trading of electronic equipment products, such as printed circuit boards in Taiwan.

WT Microelectronics

Market Cap: NT$367.4b

Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.

Hon. Precision

Market Cap: NT$1.4t

Engages in the manufacture and sale of machinery and related components, automatic control equipment engineering, and machinery installations in Taiwan.

Rheinmetall

Market Cap: €57.4b

Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.

ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi

Market Cap: ₺1.7t

Engages in research, development, engineering, production, testing, assembly, integration, sale, support, consultancy, and trading of software, equipment, systems, tools, materials, and platforms in turkey.

Semtech

Market Cap: US$15.3b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Advanced Micro Devices

Market Cap: US$821.6b

Operates as a semiconductor company internationally.

Arm Holdings

Market Cap: US$343.1b

Arm Holdings plc architects, developers, licensing, marketing, research and development of central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and other related services in the United States, People’s Republic of China, Japan, Taiwan, Republic of Korea, and internationally.

Bloom Energy

Market Cap: US$86.0b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

WinWay Technology

Market Cap: NT$328.7b

Designs, processes, and sells optoelectronic product test fixtures, integrated circuit test interfaces, and fixtures and their components in Taiwan, the Americas, China, Asia, Europe, and Canada.

Yuanjie Semiconductor Technology

Market Cap: CN¥141.7b

Yuanjie Semiconductor Technology Co., Ltd.

Kioxia Holdings

Market Cap: JP¥33.5t

Manufactures and sells memory and solid-state drives (SSDs) in Japan and internationally.

Suzhou TFC Optical Communication

Market Cap: CN¥348.7b

Provides optical sub-assembly integrated solutions and optoelectronic packaging manufacturing services in Mainland China and internationally.

Zhongji Innolight

Market Cap: CN¥1.3t

Researches, designs, develops, packages, tests, and sells optical communication transceiver modules and devices in China and internationally.

Unimicron Technology

Market Cap: NT$1.6t

Engages in the manufacturing, processing, and sale of printed circuit boards, electrical equipment, electronic products, and integrated circuit product testing and burn-in systems in Taiwan, China, Asia, the Americas, and internationally.

Siemens Energy India

Market Cap: ₹1.3t

Engages in energy business.

Lattice Semiconductor

Market Cap: US$20.6b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

MACOM Technology Solutions Holdings

Market Cap: US$31.3b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Axon Enterprise

Market Cap: US$31.1b

Provides public safety technology solutions in the United States and internationally.

Reddit

Market Cap: US$27.8b

Operates a digital community in the United States and internationally.

Astera Labs

Market Cap: US$54.6b

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

Broadcom

Market Cap: US$2.0t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.