Healthcare Tech Sector

Objective

Market Cap: AU$2.0b

Supplies information technology software and services in Australia and internationally.

Navitas Semiconductor

Market Cap: US$1.3b

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

Fastly

Market Cap: US$1.3b

Operates an edge cloud platform for processing, serving, and securing its customer’s applications in the United States, the Asia Pacific, Europe, and internationally.

SiteMinder

Market Cap: AU$1.9b

Provides software and online licensing solutions in the Asia Pacific, Europe, the Middle East, Africa, and the Americas.

A10 Networks

Market Cap: US$1.3b

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.

Rapid7

Market Cap: US$1.3b

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.

CTS

Market Cap: US$1.2b

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

Verint Systems

Market Cap: US$1.2b

Provides customer engagement solutions worldwide.

Catapult Sports

Market Cap: AU$1.8b

A sports science and analytics company, development and supply of technologies that improve the performance of athletes and sports teams in Australia, Europe, the Middle East, Africa, the Asia Pacific, and the Americas.

Dicker Data

Market Cap: AU$1.8b

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

Daktronics

Market Cap: US$1.2b

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.

Ultra Clean Holdings

Market Cap: US$1.2b

Develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally.

Iress

Market Cap: AU$1.7b

Engages in the designing and developing software and services for the financial services industry in the Asia Pacific, the United Kingdom and Europe, Africa, and North America.

Harmonic

Market Cap: US$1.1b

Provides broadband access solutions worldwide.

Macquarie Technology Group

Market Cap: AU$1.7b

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

Semrush Holdings

Market Cap: US$1.1b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Blend Labs

Market Cap: US$1.1b

Provides a cloud-based software platform for financial services firms in the United States.

Radware

Market Cap: US$1.1b

Develops, manufactures, and markets cyber security and application delivery solutions for cloud, on-premises, and software defined data centers in the United States, the Asia Pacific, Europe, the Middle East, Africa, South America, and internationally.

Yext

Market Cap: US$1.1b

Provides a platform that offers answers to consumer questions in North America and internationally.

Raspberry Pi Holdings

Market Cap: UK£776.2m

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

Red Cat Holdings

Market Cap: US$1.0b

Provides products, services, and solutions to the drone industry in the United States.

i3 Verticals

Market Cap: US$993.1m

i3 Verticals, Inc. builds, acquires, and grows software solutions in the public sector and healthcare vertical markets in the United States and Canada.

Cohu

Market Cap: US$987.8m

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

ScanSource

Market Cap: US$985.3m

Engages in the distribution of technology products and solutions in the United States and internationally.

Data#3

Market Cap: AU$1.5b

Provides information technology (IT) solutions and services in Australia.

Magic Software Enterprises

Market Cap: US$978.5m

Provides proprietary application development, vertical software solutions, business process integration, information technologies (IT) outsourcing software services, and cloud-based services worldwide.

Corsair Gaming

Market Cap: US$948.0m

Designs and sells gaming and streaming peripherals, components, and systems in Europe, the Middle East, North Africa, North America, Latin America, and the Asia Pacific.

Alfa Financial Software Holdings

Market Cap: UK£694.2m

Through its subsidiaries, provides software and related services to the auto and equipment finance industry in the United Kingdom, North America, Rest of Europe, the Middle East, Africa, and internationally.

Bit Digital

Market Cap: US$944.6m

Engages in the bitcoin mining business.

Kraken Robotics

Market Cap: CA$1.3b

A marine technology company, engages in the design, manufacture, and sale of sonar and optical sensors, batteries, and underwater robotic equipment for unmanned underwater vehicles used in military and commercial applications in Canada, the Asia Pacific, Europe, the Middle East, Africa, North America, and internationally.

Aeva Technologies

Market Cap: US$911.4m

Engages in the design, development, manufacture, and sale of LiDAR sensing systems, and related perception and autonomy-enabling software solutions in North America, Europe, the Middle East, Africa, and Asia.

HIVE Digital Technologies

Market Cap: CA$1.2b

A technology company, engages in the building and operating data centers powered by green energy in Bermuda.

Alpha and Omega Semiconductor

Market Cap: US$882.1m

Designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally.

Docebo

Market Cap: CA$1.2b

Develops and provides a learning management platform for training in North America and internationally.

Aehr Test Systems

Market Cap: US$862.5m

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.

Similarweb

Market Cap: US$847.8m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.