Capital Goods Tech Sector

Camtek

Market Cap: US$9.0b

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

Qorvo

Market Cap: US$9.0b

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.

HubSpot

Market Cap: US$8.9b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Viasat

Market Cap: US$8.8b

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

Vishay Intertechnology

Market Cap: US$8.7b

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

MaxLinear

Market Cap: US$8.6b

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

Guidewire Software

Market Cap: US$8.5b

Provides a platform for property and casualty (P&C) insurers worldwide.

Gartner

Market Cap: US$8.4b

Provides business and technology insights for decisions and performance on an organization’s mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.

Cirrus Logic

Market Cap: US$8.4b

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

DocuSign

Market Cap: US$8.2b

Provides electronic signature solution in the United States and internationally.

Plexus

Market Cap: US$8.1b

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

InterDigital

Market Cap: US$7.7b

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

Xero

Market Cap: AU$11.1b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, the United States, and internationally.

NEXTDC

Market Cap: AU$11.0b

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

Manhattan Associates

Market Cap: US$7.6b

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

ACM Research

Market Cap: US$7.6b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

Avnet

Market Cap: US$7.6b

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

Ralliant

Market Cap: US$7.6b

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

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.

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.

SailPoint

Market Cap: US$7.2b

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

Rigetti Computing

Market Cap: US$7.1b

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.

Clear Secure

Market Cap: US$6.9b

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

Kulicke and Soffa Industries

Market Cap: US$6.7b

Designs, manufactures, and sells capital equipment and consumables in China, the United States, Taiwan, Malaysia, Japan, the Philippines, Korea, Hong Kong, and internationally.

WiseTech Global

Market Cap: AU$9.6b

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.

Ingram Micro Holding

Market Cap: US$6.5b

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.

GDS Holdings

Market Cap: US$6.3b

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

Technology One

Market Cap: AU$9.1b

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

Enphase Energy

Market Cap: US$6.2b

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

Elastic

Market Cap: US$6.1b

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.

Dropbox

Market Cap: US$6.0b

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

ServiceTitan

Market Cap: US$6.0b

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

Navitas Semiconductor

Market Cap: US$5.9b

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

AXT

Market Cap: US$5.9b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Procore Technologies

Market Cap: US$5.9b

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

Computacenter

Market Cap: UK£4.5b

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