Capital Goods Tech Sector

MKS

Market Cap: US$30.0b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

Tower Semiconductor

Market Cap: US$29.4b

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

Fair Isaac

Market Cap: US$27.7b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Entegris

Market Cap: US$27.4b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

MongoDB

Market Cap: US$27.0b

Provides general purpose database platform worldwide.

MACOM Technology Solutions Holdings

Market Cap: US$26.8b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Everpure

Market Cap: US$26.2b

Provides data storage and management technologies, products, and services in the United States and internationally.

Bending Spoons

Market Cap: US$25.7b

Through its subsidiaries, acquires and transforms digital businesses in the United States and internationally.

First Solar

Market Cap: US$25.4b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

Zoom Communications

Market Cap: US$25.3b

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

Okta

Market Cap: US$23.7b

Operates as an identity partner in the United States and internationally.

F5

Market Cap: US$23.5b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

VeriSign

Market Cap: US$22.9b

Provides internet infrastructure and domain name registry services that enables internet navigation for various recognized domain names worldwide.

Zscaler

Market Cap: US$22.8b

Operates as a cloud security company worldwide.

Amkor Technology

Market Cap: US$21.4b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Quantinuum

Market Cap: US$21.4b

Manufactures and develops quantum computing hardware and software in United States and Internationally.

TD SYNNEX

Market Cap: US$21.2b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally.

Lattice Semiconductor

Market Cap: US$21.0b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

Fabrinet

Market Cap: US$20.1b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

HP

Market Cap: US$20.1b

Provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally.

IonQ

Market Cap: US$19.9b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

Halma

Market Cap: UK£14.9b

Provides technology solutions in the safety, health, and environmental markets in the United States, Mainland Europe, the United Kingdom, the Asia Pacific, Africa, the Middle East, and internationally.

Atlassian

Market Cap: US$19.7b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

SiTime

Market Cap: US$19.7b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

TTM Technologies

Market Cap: US$19.4b

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

Super Micro Computer

Market Cap: US$19.0b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Samsara

Market Cap: US$18.9b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Onto Innovation

Market Cap: US$18.8b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

Cognizant Technology Solutions

Market Cap: US$18.4b

A professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

CDW

Market Cap: US$18.0b

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Akamai Technologies

Market Cap: US$17.2b

Engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.

Rubrik

Market Cap: US$16.5b

Provides data security solutions to individuals and businesses worldwide.

DigitalOcean Holdings

Market Cap: US$16.4b

Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.

IREN

Market Cap: US$16.3b

Operates in the vertically integrated data center business in Australia and Canada.

Nova

Market Cap: US$16.0b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Circle Internet Group

Market Cap: US$15.6b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.