Japanese Semiconductors Cloud AI

Apple

Market Cap: US$4.5t

Designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Alphabet

Market Cap: US$4.5t

Offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Microsoft

Market Cap: US$3.1t

Develops and supports software, services, devices, and solutions worldwide.

Samsung Electronics

Market Cap: ₩2045.8t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.

Oracle

Market Cap: US$614.6b

Offers products and services that address enterprise information technology environments worldwide.

Tencent Holdings

Market Cap: HK$4.1t

An investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.

Cisco Systems

Market Cap: US$479.4b

Designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Alibaba Group Holding

Market Cap: US$276.4b

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally.

International Business Machines

Market Cap: US$267.7b

Provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Sandisk

Market Cap: US$230.9b

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.

Palo Alto Networks

Market Cap: US$221.7b

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

Foxconn Industrial Internet

Market Cap: CN¥1.5t

Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.

SAP

Market Cap: €184.6b

Provides enterprise application and business solutions worldwide.

Arista Networks

Market Cap: US$194.3b

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.

Seagate Technology Holdings

Market Cap: US$191.7b

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

CrowdStrike Holdings

Market Cap: US$170.8b

Provides cybersecurity solutions in the United States and internationally.

Salesforce

Market Cap: US$152.1b

Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.

Hon Hai Precision Industry

Market Cap: NT$3.9t

Provides electronic manufacturing services.

ServiceNow

Market Cap: US$116.0b

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

Accenture

Market Cap: US$109.4b

Provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Fortinet

Market Cap: US$106.0b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Cloudflare

Market Cap: US$88.4b

Operates as a cloud services provider that delivers a range of services to businesses worldwide.

Datadog

Market Cap: US$83.3b

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

Nokia Oyj

Market Cap: €72.2b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa.

Snowflake

Market Cap: US$82.6b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Tata Consultancy Services

Market Cap: ₹7.8t

Provides information technology (IT) and IT enabled services.

Lumentum Holdings

Market Cap: US$67.2b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Hewlett Packard Enterprise

Market Cap: US$65.2b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Knowledge Atlas Technology

Market Cap: HK$506.5b

Provides customized large model-related services in the People’s Republic of China.

Nebius Group

Market Cap: US$58.3b

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

Flex

Market Cap: US$55.7b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

CoreWeave

Market Cap: US$54.8b

Operates as a cloud infrastructure technology company in the United States.

Infosys

Market Cap: ₹4.8t

Provides consulting, technology, outsourcing, and digital services worldwide.

Victory Giant Technology (HuiZhou)Ltd

Market Cap: CN¥335.1b

Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.

Autodesk

Market Cap: US$48.6b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Quanta Computer

Market Cap: NT$1.4t

Manufactures, processes, and sells laptop computers and cloud-computing server related products in the United States, Mainland China, the Netherlands, Japan, and internationally.