33 companies

AppLovin

Market Cap: US$177.1b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

APP

US$527.06

7D

10.5%

1Y

54.3%

IREN

Market Cap: US$13.9b

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

IREN

US$38.82

7D

-17.8%

1Y

130.8%

Oracle

Market Cap: US$404.0b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

ORCL

US$140.27

7D

-5.6%

1Y

-40.9%

Palantir Technologies

Market Cap: US$310.0b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

PLTR

US$129.30

7D

14.5%

1Y

-3.8%

Pagaya Technologies

Market Cap: US$1.5b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

PGY

US$17.79

7D

12.1%

1Y

-19.7%

FatPipe

Market Cap: US$83.9m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

FATN

US$5.98

7D

-1.0%

1Y

-33.6%

HubSpot

Market Cap: US$9.8b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

HUBS

US$192.12

7D

3.6%

1Y

-65.7%

Workiva

Market Cap: US$2.9b

Provides cloud-based reporting solutions in the United States and internationally.

WK

US$51.93

7D

5.9%

1Y

-25.0%

Guidewire Software

Market Cap: US$11.2b

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

GWRE

US$134.47

7D

10.7%

1Y

-41.6%

Nebius Group

Market Cap: US$55.2b

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

NBIS

US$215.62

7D

-10.3%

1Y

329.1%

Workday

Market Cap: US$33.4b

Provides enterprise cloud applications in the United States and internationally.

WDAY

US$135.40

7D

9.0%

1Y

-44.0%

Nutanix

Market Cap: US$13.9b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

NTNX

US$51.28

7D

3.1%

1Y

-33.2%

Sprinklr

Market Cap: US$1.3b

Provides enterprise cloud software products worldwide.

CXM

US$5.41

7D

4.8%

1Y

-38.2%

Shopify

Market Cap: US$155.4b

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.

SHOP

US$119.46

7D

2.2%

1Y

2.5%

Cellebrite DI

Market Cap: US$3.9b

Develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

CLBT

US$15.65

7D

13.7%

1Y

1.3%

Kyndryl Holdings

Market Cap: US$2.7b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

KD

US$12.25

7D

8.2%

1Y

-71.8%

Agora

Market Cap: US$339.0m

Through its subsidiaries, engages in the operation of a real-time engagement platform-as-a-service in the United States, the People’s Republic of China, and internationally.

API

US$4.01

7D

-1.2%

1Y

9.3%

AppFolio

Market Cap: US$6.0b

Provides cloud-based platform for the real estate industry in the United States.

APPF

US$170.90

7D

9.8%

1Y

-27.4%

AvePoint

Market Cap: US$2.4b

Provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific.

AVPT

US$11.46

7D

5.2%

1Y

-39.2%

DXC Technology

Market Cap: US$1.6b

Provides information technology services and solutions in the United States, the United Kingdom, the Rest of Europe, Australia, and internationally.

DXC

US$9.91

7D

12.4%

1Y

-39.0%

Samsara

Market Cap: US$20.9b

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

IOT

US$35.93

7D

15.4%

1Y

-8.1%

Viant Technology

Market Cap: US$849.3m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

DSP

US$12.96

7D

9.9%

1Y

-6.0%

Dynatrace

Market Cap: US$13.0b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

DT

US$44.77

7D

3.2%

1Y

-20.8%

Clear Secure

Market Cap: US$7.2b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

YOU

US$53.79

7D

-2.5%

1Y

85.5%

BlackLine

Market Cap: US$1.8b

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.

BL

US$29.88

7D

5.4%

1Y

-48.3%

Q2 Holdings

Market Cap: US$3.3b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

QTWO

US$52.63

7D

9.9%

1Y

-44.4%

Crexendo

Market Cap: US$247.0m

Provides cloud communication platform software and unified communications as a service in the United States and internationally.

CXDO

US$7.62

7D

5.4%

1Y

18.5%

Five9

Market Cap: US$1.8b

Provides intelligent cloud software for contact centers in the United States and internationally.

FIVN

US$23.44

7D

9.9%

1Y

-15.4%

Datadog

Market Cap: US$92.7b

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

DDOG

US$260.36

7D

8.6%

1Y

67.8%

ServiceNow

Market Cap: US$109.6b

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

NOW

US$106.32

7D

8.1%

1Y

-49.1%

Palo Alto Networks

Market Cap: US$283.7b

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

PANW

US$348.06

7D

14.4%

1Y

72.5%

RingCentral

Market Cap: US$3.4b

An agentic voice AI–powered cloud business communication services provider, delivering an integrated platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging.

RNG

US$40.01

7D

7.6%

1Y

33.9%

Agilysys

Market Cap: US$3.1b

Operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

AGYS

US$110.81

7D

8.0%

1Y

-3.9%