Taiwanese Semiconductors Cloud AI

Alphabet

Market Cap: US$4.3t

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

Apple

Market Cap: US$4.2t

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

Microsoft

Market Cap: US$2.7t

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

Samsung Electronics

Market Cap: ₩2122.8t

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

Tencent Holdings

Market Cap: HK$3.9t

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

Cisco Systems

Market Cap: US$463.7b

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$427.8b

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

Sandisk

Market Cap: US$309.6b

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.

International Business Machines

Market Cap: US$255.3b

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

Palo Alto Networks

Market Cap: US$247.9b

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

Alibaba Group Holding

Market Cap: US$216.6b

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.

Foxconn Industrial Internet

Market Cap: CN¥1.4t

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

Seagate Technology Holdings

Market Cap: US$203.6b

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

Arista Networks

Market Cap: US$198.5b

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.

CrowdStrike Holdings

Market Cap: US$189.1b

Provides cybersecurity solutions in the United States and internationally.

SAP

Market Cap: €159.5b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$129.7b

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

Knowledge Atlas Technology

Market Cap: HK$938.1b

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

Fortinet

Market Cap: US$113.9b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Hon Hai Precision Industry

Market Cap: NT$3.5t

Provides electronic manufacturing services.

ServiceNow

Market Cap: US$101.4b

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

Datadog

Market Cap: US$88.5b

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

Snowflake

Market Cap: US$86.3b

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

Cloudflare

Market Cap: US$83.9b

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

Accenture

Market Cap: US$78.9b

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

Tata Consultancy Services

Market Cap: ₹7.4t

Provides information technology (IT) and IT enabled services.

Nokia Oyj

Market Cap: €62.9b

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

Lumentum Holdings

Market Cap: US$66.2b

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

Nebius Group

Market Cap: US$61.5b

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$58.5b

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

Hewlett Packard Enterprise

Market Cap: US$57.9b

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

CoreWeave

Market Cap: US$52.1b

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

Victory Giant Technology (HuiZhou)Ltd

Market Cap: CN¥335.6b

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

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.

Accton Technology

Market Cap: NT$1.4t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.

Infosys

Market Cap: ₹4.0t

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