Portuguese Consumer Durables Cloud AI

Apple

Market Cap: US$4.6t

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

Alphabet

Market Cap: US$4.2t

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$3.6t

A technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.

Samsung Electronics

Market Cap: ₩1715.8t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses 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$435.7b

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.

Oracle

Market Cap: US$414.2b

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

Alibaba Group Holding

Market Cap: US$294.0b

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.

Palo Alto Networks

Market Cap: US$293.2b

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

SAP

Market Cap: €214.6b

Provides enterprise application and business solutions worldwide.

Arista Networks

Market Cap: US$235.2b

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.

Sandisk

Market Cap: US$229.7b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the Americas, Europe, the Middle East, Africa, Asia, and internationally.

International Business Machines

Market Cap: US$223.4b

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

CrowdStrike Holdings

Market Cap: US$205.3b

Provides cybersecurity solutions in the United States and internationally.

Seagate Technology Holdings

Market Cap: US$188.7b

Engages in providing data storage solutions in Singapore, the United States, the Netherlands, and internationally.

Foxconn Industrial Internet

Market Cap: CN¥1.2t

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

Salesforce

Market Cap: US$168.8b

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

Zhongji Innolight

Market Cap: CN¥1.1t

Research and development, design, manufacturing, and sales of high-speed optical transceivers in China, United States, Singapore, Netherlands, United Kingdom, and Hong Kong.

ServiceNow

Market Cap: US$131.5b

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

Snowflake

Market Cap: US$112.6b

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

Fortinet

Market Cap: US$112.1b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Accenture

Market Cap: US$112.1b

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

Hon Hai Precision Industry

Market Cap: NT$3.5t

Provides electronic manufacturing services.

Cloudflare

Market Cap: US$103.9b

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

Tata Consultancy Services

Market Cap: ₹8.3t

Provides information technology (IT) and IT enabled services.

Datadog

Market Cap: US$83.9b

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

Lumentum Holdings

Market Cap: US$74.2b

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$70.4b

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

Nebius Group

Market Cap: US$61.4b

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

Nokia Oyj

Market Cap: €49.9b

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

Z.AI

Market Cap: HK$456.1b

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

Autodesk

Market Cap: US$53.1b

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

CoreWeave

Market Cap: US$50.1b

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

Workday

Market Cap: US$49.0b

Provides enterprise cloud applications in the United States and internationally.

Infosys

Market Cap: ₹4.6t

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

Atlassian

Market Cap: US$44.1b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.