Capital Goods Tech Sector

Axcelis Technologies

Market Cap: US$4.3b

Designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific.

Synaptics

Market Cap: US$4.2b

Develops, markets, and sells semiconductor products worldwide.

Tenable Holdings

Market Cap: US$4.2b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

CCC Intelligent Solutions Holdings

Market Cap: US$4.1b

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

Bel Fuse

Market Cap: US$4.1b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

Universal Display

Market Cap: US$4.1b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

Life360

Market Cap: AU$5.8b

Operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.

Q2 Holdings

Market Cap: US$4.0b

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

Mirion Technologies

Market Cap: US$4.0b

Provides radiation detection, measurement, analysis, and monitoring products and services in North America, Europe, and the Asia Pacific.

Ultra Clean Holdings

Market Cap: US$3.8b

Develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally.

Workiva

Market Cap: US$3.8b

Provides cloud-based reporting solutions in the United States and internationally.

Badger Meter

Market Cap: US$3.8b

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

Csquare

Market Cap: US$3.8b

Operates as a digital infrastructure platform that provides interconnection services.

Navitas Semiconductor

Market Cap: US$3.8b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

OSI Systems

Market Cap: US$3.8b

Designs and manufactures electronic systems and components in the United States and internationally.

GPGI

Market Cap: US$3.7b

Provides sustainable injection molding solutions worldwide.

monday.com

Market Cap: US$3.7b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

IPG Photonics

Market Cap: US$3.6b

Develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications.

IPE Universal

Market Cap: US$3.6b

Engages in the development and commercialization of mobile Voice over Internet protocol (VoIP) communications and mobile advertising applications in Malaysia and Hong Kong.

Ambarella

Market Cap: US$3.6b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Megaport

Market Cap: AU$5.1b

Provides on-demand interconnection services in Australia, New Zealand, Hong Kong, Singapore, Japan, the United States of America, Canada, Mexico, and Brazil, and Europe.

MARA Holdings

Market Cap: US$3.6b

Operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America.

Pony AI

Market Cap: US$3.5b

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China and internationally.

Kingsoft Cloud Holdings

Market Cap: US$3.5b

Provides cloud services to businesses and organizations primarily in China.

Ouster

Market Cap: US$3.5b

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.

Power Integrations

Market Cap: US$3.5b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits, and other electronic components and circuitry used in high-voltage power conversion.

Xanadu Quantum Technologies

Market Cap: CA$4.9b

Develops and provides photonic quantum computing technology and related software solutions and applications, including cloud-based access to quantum computers and tools for quantum programming and simulation.

Kinaxis

Market Cap: CA$4.7b

Provides cloud-based subscription software-as-a-service for supply chain operations in the United States, Europe, Asia, and Canada.

NextNav

Market Cap: US$3.4b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

Freshworks

Market Cap: US$3.3b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

SoundHound AI

Market Cap: US$3.3b

Provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.

Adeia

Market Cap: US$3.3b

Operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally.

Knowles

Market Cap: US$3.3b

Offers capacitors, radio frequency (RF) and microwave filters, balanced armature speakers, and medtech microphones in Asia, the United States, Europe, rest of Americas, and internationally.

Penguin Solutions

Market Cap: US$3.3b

Designs, builds, deploys and manages enterprise solutions worldwide.

Braze

Market Cap: US$3.3b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

Digi International

Market Cap: US$3.2b

Provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States, Europe, the Middle East, Africa, and internationally.