Consumer Durables Tech Sector

BigBear.ai Holdings

Market Cap: US$1.7b

Provides artificial intelligence-powered decision intelligence solutions.

Napco Security Technologies

Market Cap: US$1.6b

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.

Daqo New Energy

Market Cap: US$1.6b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

LiveRamp Holdings

Market Cap: US$1.6b

A technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.

MaxLinear

Market Cap: US$1.6b

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

AXT

Market Cap: US$1.6b

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

PC Connection

Market Cap: US$1.6b

Provides various information technology (IT) solutions worldwide.

CTS

Market Cap: US$1.6b

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

Cohu

Market Cap: US$1.5b

Through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally.

Five9

Market Cap: US$1.5b

Provides intelligent cloud software for contact centers in the United States and internationally.

C3.ai

Market Cap: US$1.5b

Operates as an enterprise artificial intelligence application software company.

A10 Networks

Market Cap: US$1.4b

Provides security and infrastructure solutions in the United States, rest of the Americas, Japan, rest of the Asia Pacific, Europe, the Middle East, and Africa.

Karooooo

Market Cap: US$1.4b

Provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Sprinklr

Market Cap: US$1.4b

Provides enterprise cloud software products worldwide.

SkyWater Technology

Market Cap: US$1.4b

Operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States.

JinkoSolar Holding

Market Cap: US$1.4b

Engages in the design, development, production, and marketing of photovoltaic products.

Daktronics

Market Cap: US$1.4b

Designs, manufactures, and sells electronic scoreboards, programmable display systems, and large screen video displays for sporting, commercial, and transportation applications in the United States and internationally.

Canadian Solar

Market Cap: US$1.3b

Provides solar energy and battery energy storage products and solutions in Asia, the Americas, Europe, and internationally.

Tuya

Market Cap: US$1.3b

Provides AI cloud platform services in the People’s Republic of China.

Via Transportation

Market Cap: US$1.3b

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

NCR Voyix

Market Cap: US$1.3b

Provides digital commerce solutions for retail stores and restaurants in the United States, the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Himax Technologies

Market Cap: US$1.3b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.

Dicker Data

Market Cap: AU$1.9b

Engages in the wholesale distribution of computer hardware, software, and related products for corporate and commercial markets in Australia and New Zealand.

Lightspeed Commerce

Market Cap: CA$1.8b

Engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses.

PDF Solutions

Market Cap: US$1.3b

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, Taiwan, and internationally.

Arlo Technologies

Market Cap: US$1.2b

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

Bitfarms

Market Cap: CA$1.7b

Operates integrated bitcoin data centers in Canada, the United States, Paraguay, and Argentina.

Harmonic

Market Cap: US$1.2b

Provides broadband access solutions worldwide.

Macquarie Technology Group

Market Cap: AU$1.6b

Provides telecommunication, cloud computing, cybersecurity, and data center services to corporate and government customers in Australia.

Kainos Group

Market Cap: UK£830.3m

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

Ouster

Market Cap: US$1.1b

Provides lidar sensors for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Opera

Market Cap: US$1.1b

Provides mobile and PC web browsers and related products and services in Norway and internationally.

Abaxx Technologies

Market Cap: CA$1.5b

Engages in developing software tools which enable commodity traders and finance professionals to communicate, trade, and transact in Canada.

Gilat Satellite Networks

Market Cap: US$1.1b

Provides satellite-based broadband communication solutions in Israel, the United States, Peru, and internationally.

Raspberry Pi Holdings

Market Cap: UK£785.9m

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

Radware

Market Cap: US$1.1b

Develops, manufactures, and markets cyber security and application delivery solutions for cloud, on-premises, and software defined data canters.