U.S. Cloud AI

Apple

Market Cap: US$4.0t

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

Microsoft

Market Cap: US$3.7t

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

Alphabet

Market Cap: US$3.4t

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

Oracle

Market Cap: US$620.2b

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

Alibaba Group Holding

Market Cap: US$357.1b

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

Cisco Systems

Market Cap: US$304.9b

Designs, developes, 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.

International Business Machines

Market Cap: US$285.0b

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

Salesforce

Market Cap: US$228.9b

Provides customer relationship management (CRM) technology that connects companies and customers together worldwide.

ServiceNow

Market Cap: US$176.3b

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

Arista Networks

Market Cap: US$164.1b

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.

Accenture

Market Cap: US$153.5b

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

Adobe

Market Cap: US$139.6b

Operates as a technology company worldwide.

Palo Alto Networks

Market Cap: US$138.6b

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

CrowdStrike Holdings

Market Cap: US$133.0b

Provides cybersecurity solutions in the United States and internationally.

Snowflake

Market Cap: US$87.0b

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

Cloudflare

Market Cap: US$74.8b

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

Datadog

Market Cap: US$65.2b

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

Autodesk

Market Cap: US$63.2b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Fortinet

Market Cap: US$60.3b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Workday

Market Cap: US$59.7b

Provides enterprise cloud applications in the United States and internationally.

Seagate Technology Holdings

Market Cap: US$57.2b

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

Zscaler

Market Cap: US$48.9b

Operates as a cloud security company worldwide.

Roper Technologies

Market Cap: US$48.2b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Baidu

Market Cap: US$41.5b

Provides online marketing and non-marketing value added services through an internet platform in the People’s Republic of China.

CoreWeave

Market Cap: US$39.0b

Operates a cloud platform that provides scaling, support, and acceleration for GenAI.

Sandisk

Market Cap: US$35.7b

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.

Cognizant Technology Solutions

Market Cap: US$35.5b

A professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

Ubiquiti

Market Cap: US$33.7b

Develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

NTT DATA Group

Market Cap: US$33.0b

Provides IT and business services worldwide.

Keysight Technologies

Market Cap: US$30.7b

Provides electronic design and test solutions worldwide.

Hewlett Packard Enterprise

Market Cap: US$30.3b

Provides solutions that allow customers to capture, analyze, and act upon data seamlessly.

MongoDB

Market Cap: US$28.6b

Provides general purpose database platform worldwide.

Pure Storage

Market Cap: US$27.6b

Provides data storage and management technologies, products, and services in the United States and internationally.

Ciena

Market Cap: US$27.4b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Broadridge Financial Solutions

Market Cap: US$26.3b

Provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.

Zoom Communications

Market Cap: US$25.2b

Provides an Artificial Intelligence-first work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.