U.S. Cloud AI

Super Micro Computer

Market Cap: US$18.5b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Check Point Software Technologies

Market Cap: US$16.6b

Develops, markets, and supports a range of products and services for IT security worldwide.

Akamai Technologies

Market Cap: US$16.0b

Engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.

CDW

Market Cap: US$15.4b

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Trimble

Market Cap: US$15.4b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

F5

Market Cap: US$15.1b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

Tyler Technologies

Market Cap: US$15.0b

Provides integrated software and technology management solutions for the public sector in the United States.

Okta

Market Cap: US$14.3b

Operates as an identity partner in the United States and internationally.

HubSpot

Market Cap: US$13.8b

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

Guidewire Software

Market Cap: US$13.2b

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

TD SYNNEX

Market Cap: US$12.5b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally.

Bentley Systems

Market Cap: US$11.9b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

IonQ

Market Cap: US$11.7b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

Dynatrace

Market Cap: US$11.6b

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.

GoDaddy

Market Cap: US$11.2b

Engages in the design and development of cloud-based products in the United States and internationally.

Nutanix

Market Cap: US$10.5b

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

Rubrik

Market Cap: US$10.3b

Provides data security solutions to individuals and businesses worldwide.

Zebra Technologies

Market Cap: US$10.0b

Operates in the automatic identification and data capture solutions industry worldwide.

InterDigital

Market Cap: US$9.1b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

GDS Holdings

Market Cap: US$8.9b

Develops and operates data centers in the People's Republic of China.

Procore Technologies

Market Cap: US$8.8b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Cognex

Market Cap: US$8.4b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.

Manhattan Associates

Market Cap: US$8.4b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

DigitalOcean Holdings

Market Cap: US$7.9b

Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.

EPAM Systems

Market Cap: US$7.3b

Provides digital platform engineering and software development services worldwide.

Pegasystems

Market Cap: US$7.3b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Viavi Solutions

Market Cap: US$7.3b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Arrow Electronics

Market Cap: US$7.2b

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

SailPoint

Market Cap: US$7.0b

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.

Amdocs

Market Cap: US$6.9b

Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.

Sanmina

Market Cap: US$6.7b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

UiPath

Market Cap: US$6.5b

Provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

ServiceTitan

Market Cap: US$6.5b

Provides an end-to-end cloud-based software platform in the United States and Canada.

AppFolio

Market Cap: US$6.0b

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

D-Wave Quantum

Market Cap: US$6.0b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

OneStream

Market Cap: US$5.8b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.