U.S. Large Cap High Growth Potential

Toast

Market Cap: US$20.0b

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

DexCom

Market Cap: US$26.6b

A medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.

Welltower

Market Cap: US$124.1b

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.

Ventas

Market Cap: US$35.2b

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.

TPG

Market Cap: US$21.0b

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

Tapestry

Market Cap: US$23.1b

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

Eli Lilly

Market Cap: US$756.2b

Eli Lilly and Company discovers, develops, and markets human pharmaceuticals in the United States, Europe, China, Japan, and internationally.

SoFi Technologies

Market Cap: US$35.0b

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

monday.com

Market Cap: US$10.6b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Apollo Global Management

Market Cap: US$70.6b

A private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.

Grab Holdings

Market Cap: US$24.4b

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

Teva Pharmaceutical Industries

Market Cap: US$23.0b

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

NRG Energy

Market Cap: US$33.5b

Operates as an energy and home services company in the United States and Canada.

Solventum

Market Cap: US$12.0b

A healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally.

US Foods Holding

Market Cap: US$16.5b

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

XPO

Market Cap: US$16.0b

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

Owens Corning

Market Cap: US$10.4b

Provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally.

CoStar Group

Market Cap: US$29.5b

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

Amer Sports

Market Cap: US$17.7b

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.

Burlington Stores

Market Cap: US$17.0b

Operates as a retailer of branded merchandise in the United States and Puerto Rico.

Seagate Technology Holdings

Market Cap: US$57.4b

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

Datadog

Market Cap: US$54.8b

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

Klarna Group

Market Cap: US$13.8b

Operates as a technology-driven payments company in the United Kingdom, the United States, Germany, Sweden, and internationally.

Citizens Financial Group

Market Cap: US$21.8b

Operates as the bank holding company that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations, and institutions in the United States.

ServiceNow

Market Cap: US$194.0b

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

Arista Networks

Market Cap: US$199.1b

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.

GE Vernova

Market Cap: US$155.8b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.

Affirm Holdings

Market Cap: US$22.4b

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

Cadence Design Systems

Market Cap: US$91.5b

Provides software, hardware, and other services worldwide.

Insulet

Market Cap: US$22.0b

Develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.

Fidelity National Information Services

Market Cap: US$32.6b

Fidelity National Information Services, Inc.

Southwest Airlines

Market Cap: US$15.6b

Operates as a passenger airline company that provides scheduled air transportation services in the United States and near-international markets.

Equitable Holdings

Market Cap: US$14.5b

Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.

Natera

Market Cap: US$26.5b

A diagnostics company, provides molecular testing services worldwide.

Tesla

Market Cap: US$1.5t

Designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.

Amphenol

Market Cap: US$170.3b

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