Transportation Tech Sector

Q2 Holdings

Market Cap: US$4.9b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

Ralliant

Market Cap: US$4.9b

Focuses on providing precision technologies that specializes in designing, developing, manufacturing, and servicing precision instruments and engineered products.

Impinj

Market Cap: US$4.8b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Onto Innovation

Market Cap: US$4.8b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

Belden

Market Cap: US$4.7b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

Workiva

Market Cap: US$4.6b

Provides cloud-based reporting solutions in the Americas and internationally.

TTM Technologies

Market Cap: US$4.6b

Manufactures and sells mission systems, radio frequency (RF) components and RF microwave/microelectronic assemblies, and printed circuit boards (PCB) in the United States, Taiwan, and internationally.

Box

Market Cap: US$4.6b

Provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device in the United States and Japan.

Ingram Micro Holding

Market Cap: US$4.6b

Through its subsidiaries, distributes information technology products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, Latin America, and internationally.

Mirion Technologies

Market Cap: US$4.5b

Provides radiation detection, measurement, analysis, and monitoring products and services in North America, Europe, and the Asia Pacific.

Semtech

Market Cap: US$4.5b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Novanta

Market Cap: US$4.5b

Provides precision medicine, precision manufacturing, medical solutions, robotics and automation solutions, and advanced surgery solutions in the United States and internationally.

Camtek

Market Cap: US$4.4b

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

Avnet

Market Cap: US$4.4b

Distributes electronic component technology.

ACI Worldwide

Market Cap: US$4.4b

Develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and internationally.

BILL Holdings

Market Cap: US$4.4b

Provides financial operations platform for small and midsize businesses worldwide.

Silicon Laboratories

Market Cap: US$4.3b

A fabless semiconductor company, provides analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally.

SoundHound AI

Market Cap: US$4.3b

Develops independent voice artificial intelligence (AI) solutions that enables businesses across automotive, TV, and IoT, and to customer service industries to deliver high-quality conversational experiences to their customers in the United States, Korea, France, Japan, Germany, and internationally.

Softcat

Market Cap: UK£3.2b

Operates as a value-added IT reseller and IT infrastructure solutions provider in the United Kingdom.

Riot Platforms

Market Cap: US$4.2b

Operates as a Bitcoin mining company in the United States.

Kinaxis

Market Cap: CA$5.8b

Provides cloud-based subscription software for supply chain operations in the United States, Europe, Asia, and Canada.

Enphase Energy

Market Cap: US$4.1b

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

Core Scientific

Market Cap: US$4.1b

Provides digital asset mining services in the United States.

SPS Commerce

Market Cap: US$4.1b

Provides cloud-based supply chain management solutions in the United States.

IREN

Market Cap: US$4.0b

Operates in the integrated data center business.

Clear Secure

Market Cap: US$3.9b

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

AvePoint

Market Cap: US$3.9b

Provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific.

Kingsoft Cloud Holdings

Market Cap: US$3.9b

Provides cloud services to businesses and organizations primarily in China.

Tenable Holdings

Market Cap: US$3.8b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Freshworks

Market Cap: US$3.8b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, Asia Pacific, and internationally.

Insight Enterprises

Market Cap: US$3.8b

Provides information technology, hardware, software, and services in the United States and internationally.

Calix

Market Cap: US$3.8b

Provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

OSI Systems

Market Cap: US$3.7b

Designs and manufactures electronic systems and components.

Zeta Global Holdings

Market Cap: US$3.7b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

Applied Digital

Market Cap: US$3.6b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Globant

Market Cap: US$3.6b

Provides technology services worldwide.