U.S. Large Cap High Growth Potential

MP Materials

Market Cap: US$10.2b

Produces rare earth materials in the Western Hemisphere.

Teradyne

Market Cap: US$63.1b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Vertiv Holdings Co

Market Cap: US$116.3b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

On Holding

Market Cap: US$12.8b

Develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific.

Carvana

Market Cap: US$70.8b

Operates an e-commerce platform for buying and selling used cars.

MKS

Market Cap: US$24.0b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

Royalty Pharma

Market Cap: US$31.6b

Operates as a buyer of biopharmaceutical royalties and a funder of innovation in the biopharmaceutical industry in the United States.

Circle Internet Group

Market Cap: US$19.3b

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

Space Exploration Technologies

Market Cap: US$2.1t

Provides satellite-based broadband services in the United States, Ireland, Canada, and internationally.

Alnylam Pharmaceuticals

Market Cap: US$37.8b

Alnylam Pharmaceuticals, Inc. discovers, develops, manufactures, and commercializes therapeutics based on ribonucleic acid interference in the United States, Europe, and internationally.

Applied Digital

Market Cap: US$12.2b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Comfort Systems USA

Market Cap: US$66.0b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Ciena

Market Cap: US$63.1b

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.

Monolithic Power Systems

Market Cap: US$77.5b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Atlassian

Market Cap: US$22.5b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

CrowdStrike Holdings

Market Cap: US$173.8b

Provides cybersecurity solutions in the United States and internationally.

Rocket Lab

Market Cap: US$59.3b

A space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.

Nu Holdings

Market Cap: US$59.3b

Provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.

Guidewire Software

Market Cap: US$10.2b

Provides a platform for property and casualty (P&C) insurers worldwide.

Hut 8

Market Cap: US$13.4b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Coherent

Market Cap: US$75.3b

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.

Sterling Infrastructure

Market Cap: US$26.4b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Blackstone

Market Cap: US$151.1b

An alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies.

Onto Innovation

Market Cap: US$16.1b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

Microchip Technology

Market Cap: US$51.6b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

Toast

Market Cap: US$14.4b

Operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.

Viavi Solutions

Market Cap: US$13.1b

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.

Insmed

Market Cap: US$21.2b

Develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally.

Pinnacle Financial Partners

Market Cap: US$14.5b

Operates as the bank holding company for Pinnacle Bank that provides various banking products and services to individuals, businesses, and professional entities in the United States.

Nebius Group

Market Cap: US$59.5b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.

QXO

Market Cap: US$12.1b

Distributes roofing, waterproofing and complementary building products in the United States and Canada.

Advanced Energy Industries

Market Cap: US$13.5b

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

BridgeBio Pharma

Market Cap: US$13.1b

A biopharmaceutical company, discovers, develops, and delivers medicines for patients with genetic diseases.

Affirm Holdings

Market Cap: US$22.2b

Operates payment network in the United States, Canada, and internationally.

Corning

Market Cap: US$154.2b

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.

Symbotic

Market Cap: US$25.1b

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