Global Large Cap High Growth Potential

Piotech

Market Cap: CN¥234.1b

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

MPI

Market Cap: NT$636.9b

Manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally.

Lumentum Holdings

Market Cap: US$63.6b

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

Madrigal Pharmaceuticals

Market Cap: US$11.8b

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

Rheinmetall

Market Cap: €44.1b

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

NVIDIA

Market Cap: US$4.7t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Credo Technology Group Holding

Market Cap: US$44.4b

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

Axsome Therapeutics

Market Cap: US$12.4b

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

Modine Manufacturing

Market Cap: US$13.5b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

Guardant Health

Market Cap: US$19.8b

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

Hon. Precision

Market Cap: NT$1.2t

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

Jiangsu Boqian New Materials Stock

Market Cap: CN¥69.1b

Jiangsu Boqian New Materials Stock Co., Ltd.

Gold Circuit Electronics

Market Cap: NT$601.4b

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

Shengyi Electronics

Market Cap: CN¥108.6b

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

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥474.5b

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

Delton Technology (Guangzhou)

Market Cap: CN¥102.4b

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

Guangzhou Tinci Materials Technology

Market Cap: CN¥101.5b

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

Shanghai Biren Technology

Market Cap: HK$139.0b

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

Sichuan Kelun-Biotech Biopharmaceutical

Market Cap: HK$97.5b

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.

Advanced Micro Devices

Market Cap: US$850.5b

Operates as a semiconductor company internationally.

Bloom Energy

Market Cap: US$71.7b

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

Nu Holdings

Market Cap: US$64.0b

Provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.

Semtech

Market Cap: US$13.9b

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

Kioxia Holdings

Market Cap: JP¥50.3t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

Unimicron Technology

Market Cap: NT$1.5t

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.

Zhongji Innolight

Market Cap: CN¥1.4t

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

Arm Holdings

Market Cap: US$357.0b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Yuanjie Semiconductor Technology

Market Cap: CN¥220.5b

Yuanjie Semiconductor Technology Co., Ltd.

Marvell Technology

Market Cap: US$233.4b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi

Market Cap: ₺1.6t

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

Suzhou TFC Optical Communication

Market Cap: CN¥346.9b

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

Cipher Digital

Market Cap: US$10.6b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Nanya New Material TechnologyLtd

Market Cap: CN¥93.4b

Engages in the design, research and development, production, and sales of composite materials in China and internationally.

Lattice Semiconductor

Market Cap: US$19.0b

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

Reddit

Market Cap: US$32.1b

Operates a digital community in the United States and internationally.

MACOM Technology Solutions Holdings

Market Cap: US$28.2b

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