U.S. Large Cap High Growth Potential

Shopify

Market Cap: US$210.6b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Zillow Group

Market Cap: US$16.9b

Operates real estate brands in mobile applications and Websites in the United States.

Fabrinet

Market Cap: US$16.2b

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

Guidewire Software

Market Cap: US$16.5b

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

Dycom Industries

Market Cap: US$10.1b

Provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States.

CyberArk Software

Market Cap: US$22.4b

Develops, markets, and sells software-based identity security solutions and services in the United States, Israel, the United Kingdom, Europe, the Middle East, Africa, and internationally.

Live Nation Entertainment

Market Cap: US$31.7b

Operates as a live entertainment company worldwide.

Neurocrine Biosciences

Market Cap: US$14.1b

Neurocrine Biosciences, Inc. discovers, develops, and markets pharmaceuticals for neurological, neuroendocrine, and neuropsychiatric disorders in the United States and internationally.

Li Auto

Market Cap: US$16.3b

Operates in the energy vehicle market in the People’s Republic of China.

Samsara

Market Cap: US$22.5b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

QUALCOMM

Market Cap: US$183.2b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Toast

Market Cap: US$20.9b

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

MACOM Technology Solutions Holdings

Market Cap: US$12.6b

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

Estée Lauder Companies

Market Cap: US$37.6b

Manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.

Coherent

Market Cap: US$27.5b

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.

Arthur J. Gallagher

Market Cap: US$64.7b

Provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide.

TPG

Market Cap: US$25.1b

Operates as an alternative asset manager in the United States and internationally.

Ventas

Market Cap: US$37.0b

Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population.

Tapestry

Market Cap: US$25.2b

Provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally.

Welltower

Market Cap: US$129.8b

Welltower Inc. (NYSE: WELL), an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada.

Grab Holdings

Market Cap: US$20.2b

Engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.

Unity Software

Market Cap: US$19.1b

Operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

SoFi Technologies

Market Cap: US$31.9b

Provides various financial services in the United States, Latin America, Canada, and Hong Kong.

Carrier Global

Market Cap: US$45.0b

Provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally.

Teva Pharmaceutical Industries

Market Cap: US$34.5b

Develops, manufactures, markets, and distributes generic and other medicines, and biopharmaceutical products in the United States, Europe, Israel, and internationally.

US Foods Holding

Market Cap: US$17.1b

Engages in marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States.

CoStar Group

Market Cap: US$27.0b

Provides information, analytics, and online marketplace services in the United States, Canada, Europe, the Asia Pacific, and Latin America.

Amer Sports

Market Cap: US$21.6b

Designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories in Europe, the Middle East, Africa, the Americas, Mainland China, Hong Kong, Macau, Taiwan, and the Asia Pacific.

XPO

Market Cap: US$17.0b

Provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe.

Tower Semiconductor

Market Cap: US$12.6b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Arista Networks

Market Cap: US$158.8b

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.

Datadog

Market Cap: US$49.1b

Operates an observability and security platform for cloud applications in the United States and internationally.

Vistra

Market Cap: US$54.2b

Operates as an integrated retail electricity and power generation company in the United States.

Sandisk

Market Cap: US$30.7b

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.

ServiceNow

Market Cap: US$162.3b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

AeroVironment

Market Cap: US$11.7b

Designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.