U.S. Cloud AI

GitLab

Market Cap: US$8.0b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

AppFolio

Market Cap: US$7.9b

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

Informatica

Market Cap: US$7.3b

Develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide.

Badger Meter

Market Cap: US$7.3b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

Open Text

Market Cap: US$7.2b

Engages in the provision of information management products and services.

UiPath

Market Cap: US$7.0b

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.

OneStream

Market Cap: US$6.9b

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

Clearwater Analytics Holdings

Market Cap: US$6.9b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Arrow Electronics

Market Cap: US$6.4b

Provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Sandisk

Market Cap: US$6.1b

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.

SentinelOne

Market Cap: US$6.0b

Operates as a cybersecurity provider in the United States and internationally.

CCC Intelligent Solutions Holdings

Market Cap: US$6.0b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

InterDigital

Market Cap: US$5.9b

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

Lumentum Holdings

Market Cap: US$5.7b

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

Varonis Systems

Market Cap: US$5.7b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world.

Q2 Holdings

Market Cap: US$5.7b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

Itron

Market Cap: US$5.5b

A technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide.

Box

Market Cap: US$5.4b

Provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device in the United States and Japan.

SPS Commerce

Market Cap: US$5.4b

Provides cloud-based supply chain management solutions in the United States.

D-Wave Quantum

Market Cap: US$5.2b

Develops and delivers quantum computing systems, software, and services worldwide.

GDS Holdings

Market Cap: US$5.2b

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

Qualys

Market Cap: US$5.1b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Jingbo Technology

Market Cap: US$5.0b

Engages in the smart parking application software and platform business in China.