U.S. Tech Large Cap High Growth Potential

Lumentum Holdings

Market Cap: US$25.6b

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

Super Micro Computer

Market Cap: US$20.9b

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

Ciena

Market Cap: US$30.0b

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.

Corning

Market Cap: US$78.1b

Operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.

Pure Storage

Market Cap: US$23.1b

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

Fabrinet

Market Cap: US$17.9b

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

Coherent

Market Cap: US$29.2b

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.

Arista Networks

Market Cap: US$162.6b

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.

Seagate Technology Holdings

Market Cap: US$61.6b

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

Sandisk

Market Cap: US$32.2b

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.

Jabil

Market Cap: US$24.4b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Amphenol

Market Cap: US$171.4b

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

Hewlett Packard Enterprise

Market Cap: US$32.7b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly.

Ubiquiti

Market Cap: US$35.3b

Develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

Western Digital

Market Cap: US$58.0b

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.

Flex

Market Cap: US$25.3b

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

Trimble

Market Cap: US$19.4b

Provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes in North America, Europe, the Asia Pacific, and internationally.