Transportation Tech Sector

Skyworks Solutions

Market Cap: US$8.7b

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.

FormFactor

Market Cap: US$8.3b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

Xero

Market Cap: AU$11.9b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, the United States, and internationally.

WiseTech Global

Market Cap: AU$11.7b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Applied Optoelectronics

Market Cap: US$8.0b

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

Applied Digital

Market Cap: US$7.6b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Ralliant

Market Cap: US$7.5b

Engages in the design, development, manufacture, sale, and service of precision instruments and engineered products in the United States, China, and internationally.

Qorvo

Market Cap: US$7.4b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

Clear Secure

Market Cap: US$7.3b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Cipher Digital

Market Cap: US$7.2b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

ServiceTitan

Market Cap: US$7.2b

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

Silicon Laboratories

Market Cap: US$7.2b

A fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

Riot Platforms

Market Cap: US$7.1b

Operates as a Bitcoin mining company in the United States.

Dropbox

Market Cap: US$7.1b

Provides a content collaboration platform in the United States and internationally.

Avnet

Market Cap: US$7.0b

Distributes electronic component technology in the Americas, Europe, the Middle East, Africa, and Asia/Pacific.

NEXTDC

Market Cap: AU$10.0b

Develops and operates data centers in Australia and the Asia-Pacific region.

Cirrus Logic

Market Cap: US$6.9b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

InterDigital

Market Cap: US$6.9b

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

Camtek

Market Cap: US$6.8b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.

Procore Technologies

Market Cap: US$6.8b

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

Technology One

Market Cap: AU$9.7b

Engages in the development, marketing, sale, implementation, and support of integrated enterprise business software solutions in Australia and internationally.

SentinelOne

Market Cap: US$6.7b

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

Core Scientific

Market Cap: US$6.7b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

MaxLinear

Market Cap: US$6.7b

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

Plexus

Market Cap: US$6.7b

Provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa.

GDS Holdings

Market Cap: US$6.6b

Engages in the development and operation of data centers in the People's Republic of China.

Ingram Micro Holding

Market Cap: US$6.5b

Through its subsidiaries, distributes information technology (IT) products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.

Descartes Systems Group

Market Cap: CA$9.1b

Provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific.

Computacenter

Market Cap: UK£4.8b

Provides technology and services to corporate and public sector organizations in the United Kingdom, Germany, Western Europe, North America, and internationally.

Elastic

Market Cap: US$6.5b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

AppFolio

Market Cap: US$6.4b

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

D-Wave Quantum

Market Cap: US$6.3b

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

UiPath

Market Cap: US$6.2b

Provides an 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.

Commvault Systems

Market Cap: US$6.2b

Provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity system.

ACI Worldwide

Market Cap: US$6.0b

Develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and worldwide.

ACM Research

Market Cap: US$5.8b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.