Materials Tech Sector

Zscaler

Market Cap: US$28.2b

Operates as a cloud security company worldwide.

Teledyne Technologies

Market Cap: US$28.1b

Provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally.

Circle Internet Group

Market Cap: US$27.6b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

VeriSign

Market Cap: US$27.6b

Provides internet infrastructure and domain name registry services that enables internet navigation for various recognized domain names worldwide.

Fair Isaac

Market Cap: US$27.5b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

MACOM Technology Solutions Holdings

Market Cap: US$27.4b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

MongoDB

Market Cap: US$26.9b

Provides general purpose database platform worldwide.

Everpure

Market Cap: US$25.3b

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

Cognizant Technology Solutions

Market Cap: US$24.3b

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

Fabrinet

Market Cap: US$24.3b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

First Solar

Market Cap: US$23.8b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

NetApp

Market Cap: US$23.8b

Provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

Halma

Market Cap: UK£16.8b

Provides technology solutions in the safety, health, and environmental markets in the United States, Mainland Europe, the United Kingdom, the Asia Pacific, Africa, the Middle East, and internationally.

Atlassian

Market Cap: US$22.0b

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

F5

Market Cap: US$21.6b

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

Akamai Technologies

Market Cap: US$20.5b

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

MKS

Market Cap: US$19.9b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

HP

Market Cap: US$19.2b

Provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally.

Entegris

Market Cap: US$18.9b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

Super Micro Computer

Market Cap: US$18.4b

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

SiTime

Market Cap: US$18.3b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

TD SYNNEX

Market Cap: US$18.2b

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

IonQ

Market Cap: US$18.1b

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

Samsara

Market Cap: US$17.9b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

IREN

Market Cap: US$17.1b

Operates in the vertically integrated data center business in Australia and Canada.

Lattice Semiconductor

Market Cap: US$17.0b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

PTC

Market Cap: US$16.8b

Operates as software company in the Americas, Europe, and the Asia Pacific.

TTM Technologies

Market Cap: US$16.8b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Amkor Technology

Market Cap: US$16.2b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

DigitalOcean Holdings

Market Cap: US$15.7b

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

Okta

Market Cap: US$15.0b

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

Nova

Market Cap: US$15.0b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Gen Digital

Market Cap: US$14.7b

Engages in the provision of cyber safety solutions for individuals, families, and small businesses.

Applied Optoelectronics

Market Cap: US$13.7b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Aurora Innovation

Market Cap: US$13.6b

Engages in the self-driving technology business in the United States.

Tyler Technologies

Market Cap: US$13.6b

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