Materials Tech Sector

Cadence Design Systems

Market Cap: US$95.8b

Develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions.

Fortinet

Market Cap: US$90.0b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Ciena

Market Cap: US$78.4b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Monolithic Power Systems

Market Cap: US$76.2b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Coherent

Market Cap: US$74.8b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Datadog

Market Cap: US$74.0b

Operates an observability and security platform for cloud applications in the United States and internationally.

NXP Semiconductors

Market Cap: US$73.6b

Provides semiconductor products in the United States, Germany, Japan, South Korea, Taiwan, Singapore, the Netherlands, Mainland China, Hong Kong, and internationally.

Cloudflare

Market Cap: US$69.8b

Operates as a cloud services provider that delivers a range of services to businesses worldwide.

Lumentum Holdings

Market Cap: US$69.6b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Motorola Solutions

Market Cap: US$65.3b

Provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally.

Strategy

Market Cap: US$62.3b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

Cerebras Systems

Market Cap: US$60.2b

Operates as an artificial intelligence infrastructure company.

TE Connectivity

Market Cap: US$59.9b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

Keysight Technologies

Market Cap: US$59.9b

Provides electronic design and test solutions worldwide.

CoreWeave

Market Cap: US$58.5b

Operates as a cloud infrastructure technology company in the United States.

Nebius Group

Market Cap: US$56.3b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.

Snowflake

Market Cap: US$54.4b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Teradyne

Market Cap: US$52.9b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Microchip Technology

Market Cap: US$50.8b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

Flex

Market Cap: US$50.7b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

Autodesk

Market Cap: US$50.0b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

ON Semiconductor

Market Cap: US$44.3b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

Hewlett Packard Enterprise

Market Cap: US$43.9b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Celestica

Market Cap: CA$56.9b

Provides supply chain solutions in Asia, North America, and internationally.

Constellation Software

Market Cap: CA$55.4b

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.

Astera Labs

Market Cap: US$39.9b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

GLOBALFOUNDRIES

Market Cap: US$39.0b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

Ubiquiti

Market Cap: US$37.7b

Develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

Jabil

Market Cap: US$35.9b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Qnity Electronics

Market Cap: US$32.9b

Provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally.

Roper Technologies

Market Cap: US$32.4b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Credo Technology Group Holding

Market Cap: US$31.8b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Workday

Market Cap: US$31.2b

Provides enterprise cloud applications in the United States and internationally.

Tower Semiconductor

Market Cap: US$30.9b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Twilio

Market Cap: US$30.1b

Provides customer engagement platform solutions in the United States and internationally.

Zoom Communications

Market Cap: US$29.5b

Provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.