Materials Tech Sector

Vertex

Market Cap: US$2.0b

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

nCino

Market Cap: US$2.0b

A software-as-a-service company, provides software solutions to financial institutions in the United States, the United Kingdom, and internationally.

Karooooo

Market Cap: US$2.0b

Provides software applications for fleet management, mobile asset tracking, workforce management, and video solutions in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Appian

Market Cap: US$1.9b

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.

PDF Solutions

Market Cap: US$1.9b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, and internationally.

IPE Universal

Market Cap: US$1.9b

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

Alkami Technology

Market Cap: US$1.9b

Provides a cloud-based digital sales and service platform for financial institutions in the United States.

Asana

Market Cap: US$1.8b

Operates a work management software platform for individuals, team leads, and executives in the United States and internationally.

NextNav

Market Cap: US$1.8b

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

Quantum Computing

Market Cap: US$1.8b

An integrated photonics company, provides quantum machines to commercial and government markets in the United States.

BlackLine

Market Cap: US$1.8b

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.

DXC Technology

Market Cap: US$1.8b

Provides information technology services and solutions in the United States, the United Kingdom, the Rest of Europe, Australia, and internationally.

Blackbaud

Market Cap: US$1.8b

Engages in the providing AI-powered solutions in the United States and internationally.

CTS

Market Cap: US$1.8b

Designs, manufactures, and sells sensors, connectivity components, and actuators in North America, Europe, and Asia.

Photronics

Market Cap: US$1.7b

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

SharonAI Holdings

Market Cap: US$1.7b

Operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments.

Raspberry Pi Holdings

Market Cap: UK£1.3b

Designs and develops single-board computers, compute module, and semiconductors in the United Kingdom, Europe, the United States, Asia Pacific, and internationally.

Opera

Market Cap: US$1.7b

Provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.

Progress Software

Market Cap: US$1.7b

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

Via Transportation

Market Cap: US$1.6b

Provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.

Porch Group

Market Cap: US$1.6b

Develops and sells software and data solutions, manages insurance services, and provides consumer services related to homeownership in the United States.

SkyWater Technology

Market Cap: US$1.6b

Provides semiconductor manufacturing services in the United States.

Dicker Data

Market Cap: AU$2.3b

Engages in the wholesale distribution of IT hardware, software, cloud, and IoT solutions for corporate and commercial markets in Australia and New Zealand.

Arlo Technologies

Market Cap: US$1.6b

Provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

Globant

Market Cap: US$1.6b

Provides technology services in the United States, rest of North America, Latin America, Europe, and internationally.

Ambiq Micro

Market Cap: US$1.5b

Provides ultra-low-power semiconductor solutions in the United States, Europe, Asia, and internationally.

Pagaya Technologies

Market Cap: US$1.5b

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

Sprinklr

Market Cap: US$1.5b

Provides enterprise cloud software products worldwide.

C3.ai

Market Cap: US$1.4b

Operates as an enterprise artificial intelligence application software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Kainos Group

Market Cap: UK£1.0b

Engages in the provision of information technology services in the United Kingdom, Ireland, North Americas, Central Europe, and internationally.

BigBear.ai Holdings

Market Cap: US$1.4b

Provides artificial intelligence-powered decision intelligence solutions for national security, supply chain management, and digital identity markets.

Arteris

Market Cap: US$1.4b

Provides semiconductor system intellectual property (IP) solutions in the United States, rest of the Americas, China, Korea, the rest of the Asia Pacific, Europe, and the Middle East.

Mega Fortune

Market Cap: US$1.3b

Through its subsidiaries, provides Internet of Things (IoT) solutions and services to various industries.

Napco Security Technologies

Market Cap: US$1.3b

Engages in the development, manufacturing, and sale of electronic security systems for commercial, residential, institutional, industrial, and governmental applications in the United States and internationally.

Kraken Robotics

Market Cap: CA$1.8b

A marine technology company, engages in the design, manufacture, and sale of sonar and optical sensors, batteries, and underwater robotic equipment for military and commercial applications.

POET Technologies

Market Cap: US$1.3b

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia.