Consumer Durables Tech Sector

Q2 Holdings

Market Cap: US$4.7b

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

Qualys

Market Cap: US$4.6b

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

Box

Market Cap: US$4.6b

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.

Mirion Technologies

Market Cap: US$4.6b

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

Belden

Market Cap: US$4.6b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

Impinj

Market Cap: US$4.6b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Onto Innovation

Market Cap: US$4.5b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

Bitmine Immersion Technologies

Market Cap: US$4.5b

Operates as a blockchain technology company primarily in the United States.

ACI Worldwide

Market Cap: US$4.5b

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

IREN

Market Cap: US$4.5b

Operates in the integrated data center business.

TTM Technologies

Market Cap: US$4.5b

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

JFrog

Market Cap: US$4.4b

Provides software supply chain platform in the United States, Israel, India, and internationally.

Ingram Micro Holding

Market Cap: US$4.4b

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

Semtech

Market Cap: US$4.4b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Vertex

Market Cap: US$4.4b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Avnet

Market Cap: US$4.3b

Distributes electronic component technology.

Clear Secure

Market Cap: US$4.3b

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

Riot Platforms

Market Cap: US$4.3b

Operates as a Bitcoin mining company in the United States.

BILL Holdings

Market Cap: US$4.3b

Provides financial operations platform for small and midsize businesses worldwide.

Core Scientific

Market Cap: US$4.3b

Provides digital asset mining services in the United States.

Softcat

Market Cap: UK£3.2b

Operates as a value-added IT reseller and IT infrastructure solutions provider in the United Kingdom.

Workiva

Market Cap: US$4.3b

Provides cloud-based reporting solutions in the Americas and internationally.

Enphase Energy

Market Cap: US$4.2b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

SPS Commerce

Market Cap: US$4.1b

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

Novanta

Market Cap: US$4.1b

Provides precision medicine, precision manufacturing, medical solutions, robotics and automation solutions, and advanced surgery solutions in the United States and internationally.

Silicon Laboratories

Market Cap: US$4.1b

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

Kinaxis

Market Cap: CA$5.5b

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

Ezmart Electronic Commerce Indonesia

Market Cap: US$4.0b

Develops and operates a B2B online grocery store platform.

Kingsoft Cloud Holdings

Market Cap: US$3.9b

Provides cloud services to businesses and organizations primarily in China.

Freshworks

Market Cap: US$3.8b

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

OSI Systems

Market Cap: US$3.8b

Designs and manufactures electronic systems and components.

Camtek

Market Cap: US$3.7b

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

Applied Digital

Market Cap: US$3.7b

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

AvePoint

Market Cap: US$3.7b

Provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific.

Calix

Market Cap: US$3.7b

Provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Insight Enterprises

Market Cap: US$3.7b

Provides information technology, hardware, software, and services in the United States and internationally.