U.S. Tech Large Cap High Growth Potential

Lumentum Holdings

Market Cap: US$64.1b

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

Sandisk

Market Cap: US$125.7b

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$70.1b

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.

Fabrinet

Market Cap: US$23.7b

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

Coherent

Market Cap: US$60.0b

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.

Advanced Energy Industries

Market Cap: US$14.3b

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

Super Micro Computer

Market Cap: US$15.2b

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

Corning

Market Cap: US$147.1b

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.

Seagate Technology Holdings

Market Cap: US$112.7b

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

Everpure

Market Cap: US$20.1b

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

Applied Optoelectronics

Market Cap: US$11.7b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Arista Networks

Market Cap: US$185.2b

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.

Flex

Market Cap: US$28.2b

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

Amphenol

Market Cap: US$173.0b

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

TTM Technologies

Market Cap: US$12.6b

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.

Hewlett Packard Enterprise

Market Cap: US$33.0b

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

Zebra Technologies

Market Cap: US$10.7b

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

Western Digital

Market Cap: US$116.4b

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.

Jabil

Market Cap: US$31.6b

Provides engineering, manufacturing, and supply chain solutions worldwide.