Transportation Tech Sector

DocuSign

Market Cap: US$8.6b

Provides electronic signature solution in the United States and internationally.

D-Wave Quantum

Market Cap: US$8.6b

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

Cipher Digital

Market Cap: US$8.6b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Manhattan Associates

Market Cap: US$8.6b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

Silicon Motion Technology

Market Cap: US$8.5b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally.

Viasat

Market Cap: US$8.4b

Engages in the provision of broadband and communications products and services in the United States and internationally.

Qorvo

Market Cap: US$8.4b

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.

SailPoint

Market Cap: US$8.3b

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.

Allegro MicroSystems

Market Cap: US$8.3b

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.

Core Scientific

Market Cap: US$8.2b

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

Cirrus Logic

Market Cap: US$8.0b

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

NEXTDC

Market Cap: AU$11.0b

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

Camtek

Market Cap: US$7.7b

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

Vishay Intertechnology

Market Cap: US$7.4b

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

Plexus

Market Cap: US$7.4b

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

Clearwater Analytics Holdings

Market Cap: US$7.3b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally.

Technology One

Market Cap: AU$10.2b

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

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.

Avnet

Market Cap: US$7.0b

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

Ralliant

Market Cap: US$7.0b

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

Clear Secure

Market Cap: US$6.9b

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

ServiceTitan

Market Cap: US$6.8b

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

GDS Holdings

Market Cap: US$6.7b

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

Enphase Energy

Market Cap: US$6.7b

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

Procore Technologies

Market Cap: US$6.6b

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

InterDigital

Market Cap: US$6.6b

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

Ingram Micro Holding

Market Cap: US$6.6b

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.

Rigetti Computing

Market Cap: US$6.5b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Dropbox

Market Cap: US$6.5b

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

MaxLinear

Market Cap: US$6.4b

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

Topicus.com

Market Cap: CA$8.9b

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

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.

Elastic

Market Cap: US$6.3b

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.

Amdocs

Market Cap: US$6.0b

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

AppFolio

Market Cap: US$6.0b

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

Computacenter

Market Cap: UK£4.3b

Provides technology and services to corporate and public sector organizations in the United Kingdom, Germany, Western Europe, North America, and internationally.