U.S. Tech Large Cap High Growth Potential

Lumentum Holdings

Market Cap: US$61.1b

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

Fabrinet

Market Cap: US$17.3b

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

Seagate Technology Holdings

Market Cap: US$201.4b

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

Sandisk

Market Cap: US$275.2b

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.

Ciena

Market Cap: US$65.4b

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.

Coherent

Market Cap: US$64.0b

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.

Viavi Solutions

Market Cap: US$10.5b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Advanced Energy Industries

Market Cap: US$11.8b

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

Corning

Market Cap: US$165.6b

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.

Flex

Market Cap: US$51.3b

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.

Everpure

Market Cap: US$26.9b

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

Jabil

Market Cap: US$34.8b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Super Micro Computer

Market Cap: US$18.3b

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

Amphenol

Market Cap: US$199.6b

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

Western Digital

Market Cap: US$199.2b

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.

TTM Technologies

Market Cap: US$15.6b

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.

Littelfuse

Market Cap: US$10.4b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

Sanmina

Market Cap: US$11.4b

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.

Hewlett Packard Enterprise

Market Cap: US$65.0b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Cognex

Market Cap: US$10.9b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.

Zebra Technologies

Market Cap: US$13.0b

Operates in the automatic identification and data capture solutions industry worldwide.

Arista Networks

Market Cap: US$232.6b

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.