U.S. Large Cap High Growth Potential

Madrigal Pharmaceuticals

Market Cap: US$11.9b

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

Modine Manufacturing

Market Cap: US$14.3b

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

Axsome Therapeutics

Market Cap: US$12.0b

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

Guardant Health

Market Cap: US$17.7b

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

NVIDIA

Market Cap: US$5.2t

Operates as a data center scale AI infrastructure company.

Credo Technology Group Holding

Market Cap: US$41.0b

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

Lumentum Holdings

Market Cap: US$67.0b

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

Bloom Energy

Market Cap: US$82.5b

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

Advanced Micro Devices

Market Cap: US$844.8b

Operates as a semiconductor company internationally.

Cipher Digital

Market Cap: US$10.1b

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

Semtech

Market Cap: US$15.5b

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

Arm Holdings

Market Cap: US$358.1b

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.

Marvell Technology

Market Cap: US$179.2b

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.

Fabrinet

Market Cap: US$23.9b

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

MACOM Technology Solutions Holdings

Market Cap: US$29.8b

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

AppLovin

Market Cap: US$201.5b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Broadcom

Market Cap: US$2.0t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Reddit

Market Cap: US$32.3b

Operates a digital community in the United States and internationally.

Axon Enterprise

Market Cap: US$35.4b

Provides public safety technology solutions in the United States and internationally.

Lattice Semiconductor

Market Cap: US$20.2b

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

Astera Labs

Market Cap: US$59.9b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Forgent Power Solutions

Market Cap: US$14.5b

Designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

SiTime

Market Cap: US$19.3b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Vicor

Market Cap: US$15.3b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Ionis Pharmaceuticals

Market Cap: US$12.8b

A commercial-stage biotechnology company, provides RNA-targeted medicines in the United States.

Oracle

Market Cap: US$585.9b

Offers products and services that address enterprise information technology environments worldwide.

Seagate Technology Holdings

Market Cap: US$199.3b

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

Sandisk

Market Cap: US$243.1b

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.

Symbotic

Market Cap: US$29.4b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

Micron Technology

Market Cap: US$1.0t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

IREN

Market Cap: US$22.9b

Operates in the vertically integrated data center business in Australia and Canada.

Palantir Technologies

Market Cap: US$343.6b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

FTAI Aviation

Market Cap: US$27.0b

Owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.

Luckin Coffee

Market Cap: US$10.6b

Offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.

Circle Internet Group

Market Cap: US$26.9b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

Nutanix

Market Cap: US$13.1b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.