Materials Tech Sector

ASGN

Market Cap: US$1.6b

Provides information technology solutions for commercial and government sectors in the United States, Canada, and Europe.

Karooooo

Market Cap: US$1.5b

Provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Quantum Computing

Market Cap: US$1.5b

An integrated photonics company, provides quantum machines to commercial and government markets in the United States.

Asana

Market Cap: US$1.5b

Operates a work management software platform for individuals, team leads, and executives in the United States and internationally.

Arlo Technologies

Market Cap: US$1.5b

Provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

MaxLinear

Market Cap: US$1.5b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

Sprinklr

Market Cap: US$1.5b

Provides enterprise cloud software products worldwide.

PC Connection

Market Cap: US$1.5b

Provides various information technology (IT) solutions worldwide.

Cohu

Market Cap: US$1.4b

Through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally.

Braiin

Market Cap: US$1.4b

Operates as an agriculture and analytics services company that provides solutions to improve farming productivity using IoTs, Wireless Connectivity, Robotics, Software, and AI/ML.

Daqo New Energy

Market Cap: US$1.4b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

Napco Security Technologies

Market Cap: US$1.4b

Engages in the development, manufacturing, and sale of electronic security systems for commercial, residential, institutional, industrial, and governmental applications in the United States and internationally.

Tuya

Market Cap: US$1.4b

Provides AI cloud platform services in the People’s Republic of China.

Himax Technologies

Market Cap: US$1.4b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.

CTS

Market Cap: US$1.4b

Designs, manufactures, and sells sensors, connectivity components, and actuators in North America, Europe, and Asia.

Abaxx Technologies

Market Cap: CA$1.9b

Engages in developing software tools which enable commodity traders and finance professionals to communicate, trade, and transact in Canada.

SkyWater Technology

Market Cap: US$1.3b

Provides semiconductor manufacturing services in the United States.

JinkoSolar Holding

Market Cap: US$1.3b

Engages in the design, development, production, and marketing of photovoltaic products.

PDF Solutions

Market Cap: US$1.3b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, and internationally.

Opera

Market Cap: US$1.3b

Provides mobile and PC web browsers and related products and services in Norway and internationally.

Raspberry Pi Holdings

Market Cap: UK£945.4m

Designs and develops single-board computers, compute module, and semiconductors in the United Kingdom, Europe, the United States, Asia Pacific, and internationally.

Lightspeed Commerce

Market Cap: CA$1.7b

Engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses.

C3.ai

Market Cap: US$1.2b

Operates as an enterprise artificial intelligence application software company.

Via Transportation

Market Cap: US$1.2b

Provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.

Kainos Group

Market Cap: UK£880.7m

Engages in the provision of digital technology services in the United Kingdom, Ireland, the Americas, Central Europe, and internationally.

Five9

Market Cap: US$1.2b

Provides intelligent cloud software for contact centers in the United States and internationally.

Ouster

Market Cap: US$1.2b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Radware

Market Cap: US$1.1b

Develops, manufactures, and markets cyber security and application delivery solutions for cloud, on-premises, and software defined data canters.

Aehr Test Systems

Market Cap: US$1.1b

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.

Gilat Satellite Networks

Market Cap: US$1.1b

Provides satellite-based broadband communication solutions in Israel, the United States, Peru, and internationally.

Evolv Technologies Holdings

Market Cap: US$1.1b

Develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.

Progress Software

Market Cap: US$1.1b

Provides software products that develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.

Macquarie Technology Group

Market Cap: AU$1.6b

Provides telecommunication, cloud computing, cybersecurity, and data center services to corporate and government customers in Australia.

Jingbo Technology

Market Cap: US$1.1b

Provides smart parking application software and platform business in China.

Lightwave Logic

Market Cap: US$1.0b

Focuses on the development and commercialization of electro-optic polymer materials for data communications and other photonic application in the United States and internationally.

Dicker Data

Market Cap: AU$1.5b

Engages in the wholesale distribution of IT hardware, software, cloud, and IoT solutions for corporate and commercial markets in Australia and New Zealand.