U.S. Tech Growth at Reasonable Price

Calix

Market Cap: US$3.3b

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Super Micro Computer

Market Cap: US$18.5b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Ouster

Market Cap: US$1.3b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Extreme Networks

Market Cap: US$1.9b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.