U.S. Tech Large Cap High Growth Potential

Lumentum Holdings

Market Cap: US$25.7b

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$19.2b

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$32.7b

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.

Seagate Technology Holdings

Market Cap: US$75.0b

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

Corning

Market Cap: US$80.2b

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

Pure Storage

Market Cap: US$23.7b

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

Coherent

Market Cap: US$34.4b

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.

Fabrinet

Market Cap: US$17.5b

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

Advanced Energy Industries

Market Cap: US$10.2b

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

Arista Networks

Market Cap: US$160.3b

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.

Sandisk

Market Cap: US$73.5b

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.

Amphenol

Market Cap: US$189.2b

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

TTM Technologies

Market Cap: US$10.3b

Manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) in the United States, Taiwan, and internationally.

Hewlett Packard Enterprise

Market Cap: US$28.1b

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

Ubiquiti

Market Cap: US$33.0b

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

Jabil

Market Cap: US$26.7b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Flex

Market Cap: US$24.6b

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

Western Digital

Market Cap: US$82.7b

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.