Materials Tech Sector

Viavi Solutions

Market Cap: US$8.6b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

WiseTech Global

Market Cap: AU$12.1b

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.

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.

FormFactor

Market Cap: US$8.2b

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.

Applied Digital

Market Cap: US$8.2b

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

Procore Technologies

Market Cap: US$8.1b

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

Qorvo

Market Cap: US$8.0b

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.

ServiceTitan

Market Cap: US$7.9b

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

InterDigital

Market Cap: US$7.8b

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

Allegro MicroSystems

Market Cap: US$7.7b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.

Riot Platforms

Market Cap: US$7.6b

Operates as a Bitcoin mining company in the United States.

Clear Secure

Market Cap: US$7.5b

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

Dropbox

Market Cap: US$7.5b

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

Ralliant

Market Cap: US$7.4b

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

Applied Optoelectronics

Market Cap: US$7.2b

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

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.

NEXTDC

Market Cap: AU$10.1b

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

Avnet

Market Cap: US$7.1b

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

Technology One

Market Cap: AU$10.0b

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

Ingram Micro Holding

Market Cap: US$7.0b

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.

Core Scientific

Market Cap: US$7.0b

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

Plexus

Market Cap: US$6.7b

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

Elastic

Market Cap: US$6.7b

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.

D-Wave Quantum

Market Cap: US$6.7b

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

Cirrus Logic

Market Cap: US$6.7b

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

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.

UiPath

Market Cap: US$6.4b

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.

GDS Holdings

Market Cap: US$6.4b

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

Descartes Systems Group

Market Cap: CA$8.9b

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

Camtek

Market Cap: US$6.3b

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

SentinelOne

Market Cap: US$6.3b

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

AppFolio

Market Cap: US$6.2b

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

Open Text

Market Cap: US$6.2b

Designs, develops, markets, and sells information management software and solutions in North, Central, and South America, Europe, the Middle East, Africa, Australia, Japan, Singapore, India, and China.

MaxLinear

Market Cap: US$6.1b

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

Topicus.com

Market Cap: CA$8.5b

Provides vertical market software and vertical market platforms in the Netherlands and internationally.

Amdocs

Market Cap: US$5.9b

Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.