Consumer Durables Tech Sector

Blackbaud

Market Cap: US$2.6b

Engages in the provision of cloud software and services in the United States and internationally.

Applied Optoelectronics

Market Cap: US$2.6b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.

Navitas Semiconductor

Market Cap: US$2.6b

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

BigBear.ai Holdings

Market Cap: US$2.6b

Provides artificial intelligence-powered decision intelligence solutions.

Vishay Intertechnology

Market Cap: US$2.6b

Manufactures and sells discrete semiconductors and passive electronic components in the United States, Germany, rest of Europe, Israel, and Asia.

Diebold Nixdorf

Market Cap: US$2.6b

Engages in the automating, digitizing, and transforming the way people bank and shop worldwide.

Insight Enterprises

Market Cap: US$2.6b

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

Alarm.com Holdings

Market Cap: US$2.5b

Provides various Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally.

Power Integrations

Market Cap: US$2.5b

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

Bel Fuse

Market Cap: US$2.5b

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

nLIGHT

Market Cap: US$2.4b

Designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications.

ePlus

Market Cap: US$2.3b

Provides information technology (IT) solutions that enable organizations to optimize IT environment and supply chain processes in the United States and internationally.

RingCentral

Market Cap: US$2.3b

Provides cloud business communications, contact center, video, and hybrid event solutions in North America and internationally.

NextNav

Market Cap: US$2.3b

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

EverCommerce

Market Cap: US$2.3b

Provides integrated software-as-a-service solutions for service-based small and medium-sized businesses in the United States and internationally.

BlackBerry

Market Cap: CA$3.1b

Provides intelligent security software and services to enterprises and governments worldwide.

Alkami Technology

Market Cap: US$2.2b

Provides cloud-based digital banking solutions in the United States.

ASGN

Market Cap: US$2.2b

Engages in the provision of information technology (IT) services and solutions in the technology, digital, and creative fields for commercial and government sectors in the United States, Canada, and Europe.

Adeia

Market Cap: US$2.2b

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

Appian

Market Cap: US$2.2b

Operates as a software company in the United States, Australia, Canada, France, Germany, India, Italy, Japan, Mexico, the Netherlands, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and internationally.

Via Transportation

Market Cap: US$2.2b

Provides a digital public transportation system platform in the United States, Germany, and internationally.

Photronics

Market Cap: US$2.1b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

Knowles

Market Cap: US$2.1b

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.

SolarEdge Technologies

Market Cap: US$2.1b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

Extreme Networks

Market Cap: US$2.0b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Veeco Instruments

Market Cap: US$2.0b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices.

NetScout Systems

Market Cap: US$2.0b

Provides service assurance and cybersecurity solutions to protect digital business services against disruptions in the United States, Europe, Asia, and internationally.

Ultra Clean Holdings

Market Cap: US$2.0b

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

Exzeo Group

Market Cap: US$1.9b

Provides turnkey insurance technology and operations solutions to insurance carriers and agents.

Oxford Instruments

Market Cap: UK£1.4b

Oxford Instruments plc provide scientific technology products and services for academic and commercial organizations in the United Kingdom and internationally.

Kraken Robotics

Market Cap: CA$2.5b

A marine technology company, engages in the design, manufacture, and sale of sonar and optical sensors, batteries, and underwater robotic equipment for unmanned underwater vehicles used in military and commercial applications in Canada, the Asia Pacific, Europe, the Middle East, Africa, North America, and internationally.

C3.ai

Market Cap: US$1.8b

Operates as an enterprise artificial intelligence application software company.

Benchmark Electronics

Market Cap: US$1.8b

Offers product design, engineering services, technology solutions, and manufacturing services in the Americas, Asia, and Europe.

Semrush Holdings

Market Cap: US$1.8b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Progress Software

Market Cap: US$1.8b

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

Pagaya Technologies

Market Cap: US$1.8b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.