U.S. Large Cap High Growth Potential

IREN

Market Cap: US$11.1b

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

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.

Datadog

Market Cap: US$48.5b

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

Natera

Market Cap: US$31.2b

A diagnostics company, provides molecular testing services worldwide.

Kroger

Market Cap: US$40.4b

Operates as a food and drug retailer in the United States.

Palo Alto Networks

Market Cap: US$127.9b

Provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Tesla

Market Cap: US$1.6t

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

MongoDB

Market Cap: US$33.6b

Provides general purpose database platform worldwide.

Southwest Airlines

Market Cap: US$21.1b

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

Insulet

Market Cap: US$20.4b

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

Amphenol

Market Cap: US$158.7b

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

Fidelity National Information Services

Market Cap: US$34.1b

Fidelity National Information Services, Inc.

Royalty Pharma

Market Cap: US$22.1b

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

Formula One Group

Market Cap: US$24.0b

Engages in the motorsports business in the United States and the United Kingdom.

Viatris

Market Cap: US$13.5b

Operates as a healthcare company in North America, Europe, China, Taiwan, Hong Kong, Japan, Australia, New Zealand, rest of Asia, Africa, Latin America, and the Middle East.

Medpace Holdings

Market Cap: US$15.8b

Provides clinical research-based drug and medical device development services in North America, Europe, and Asia.

Cencora

Market Cap: US$66.1b

Cencora, Inc. sources and distributes pharmaceutical products in the United States and internationally.

Booking Holdings

Market Cap: US$172.2b

Provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, and internationally.

Starbucks

Market Cap: US$96.9b

Operates as a roaster, marketer, and retailer of coffee internationally.

Ford Motor

Market Cap: US$53.0b

Develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles worldwide.

MKS

Market Cap: US$10.5b

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.

Penumbra

Market Cap: US$12.4b

Designs, develops, manufactures, and markets medical devices in the United States and internationally.

Quanta Services

Market Cap: US$62.8b

Offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.

Expand Energy

Market Cap: US$26.1b

Operates as an independent natural gas production company in the United States.

Expedia Group

Market Cap: US$34.7b

Operates as an online travel company in the United States and internationally.

TransUnion

Market Cap: US$16.7b

Operates as a global consumer credit reporting agency that provides risk and information solutions.

Exelixis

Market Cap: US$11.5b

An oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States.

Las Vegas Sands

Market Cap: US$45.0b

Owns, develops, and operates integrated resorts in Macao and Singapore.

Meta Platforms

Market Cap: US$1.6t

Engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide.

Intel

Market Cap: US$172.0b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Netflix

Market Cap: US$433.1b

Provides entertainment services.

RBC Bearings

Market Cap: US$14.2b

Manufactures and markets engineered precision bearings, components, and systems in the United States and internationally.

Mastercard

Market Cap: US$508.4b

A technology company, provides transaction processing and other payment-related products and services in the United States and internationally.

Keurig Dr Pepper

Market Cap: US$38.1b

Owns, manufactures, and distributors beverages and single serve brewing systems in the United States and internationally.

Albemarle

Market Cap: US$16.5b

Provides energy storage solutions worldwide.

Full Truck Alliance

Market Cap: US$11.8b

Operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People’s Republic of China and Hong Kong.