Consumer Durables Tech Sector

Megaport

Market Cap: AU$2.3b

Provides on-demand interconnection and internet exchange services to the enterprises and service providers in Australia, New Zealand, Hong Kong, Singapore, Japan, North America, Italy, and rest of Europe.

Cipher Mining

Market Cap: US$1.5b

Develops and operates industrial-scale data centers in the United States.

Olo

Market Cap: US$1.4b

Operates an open SaaS platform for restaurants in the United States.

Adeia

Market Cap: US$1.4b

Operates as a media and semiconductor intellectual property licensing company in the United States, Asia, Canada, Europe, the Middle East, and internationally.

Aeva Technologies

Market Cap: US$1.4b

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.

SolarEdge Technologies

Market Cap: US$1.4b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

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.

CompoSecure

Market Cap: US$1.4b

Manufactures and designs metal, composite, and proprietary financial transaction cards in the United States and internationally.

Pagaya Technologies

Market Cap: US$1.4b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.

Navitas Semiconductor

Market Cap: US$1.4b

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

Benchmark Electronics

Market Cap: US$1.4b

Offers product design, engineering services, technology solutions, and manufacturing services in the Americas, Asia, and Europe.

Oxford Instruments

Market Cap: UK£1.0b

Oxford Instruments plc provide scientific technology products and services for academic and commercial organizations worldwide.

Semrush Holdings

Market Cap: US$1.4b

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

PagerDuty

Market Cap: US$1.4b

Engages in the operation of a digital operations management platform in the United States and internationally.

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.

Rogers

Market Cap: US$1.3b

Designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa.

Veeco Instruments

Market Cap: US$1.3b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices.

MeridianLink

Market Cap: US$1.3b

A software-as-a service company, provides software solutions for banks, credit unions, mortgage lenders, specialty lending providers, and consumer reporting agencies in the United States.

Jamf Holding

Market Cap: US$1.3b

Provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific.

CTS

Market Cap: US$1.2b

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

Digi International

Market Cap: US$1.2b

Provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States, Europe, the Middle East, Africa, and internationally.

CommScope Holding Company

Market Cap: US$1.2b

Provides infrastructure solutions for communications, data center, and entertainment networks worldwide.

Kainos Group

Market Cap: UK£908.2m

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

BigBear.ai Holdings

Market Cap: US$1.2b

Provides artificial intelligence-powered decision intelligence solutions.

Sprout Social

Market Cap: US$1.2b

Designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Raspberry Pi Holdings

Market Cap: UK£885.5m

Designs and develops single-board computers and compute modules internationally.

Radware

Market Cap: US$1.2b

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

Porch Group

Market Cap: US$1.2b

Operates a vertical software and insurance platform in the United States.

Objective

Market Cap: AU$1.8b

Supplies information technology software and services in Australia and internationally.

Photronics

Market Cap: US$1.1b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

Bel Fuse

Market Cap: US$1.1b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

E2open Parent Holdings

Market Cap: US$1.1b

Provides cloud-based and end-to-end supply chain management and orchestration SaaS platform in the Americas, Europe, and the Asia Pacific.

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.

Diginex

Market Cap: US$1.1b

Through its subsidiaries, engages in the provision of environmental, social, and governance (ESG) reporting solution services, advisory services, and developing customization solutions in Hong Kong, the United Kingdom, and the United States.

Verint Systems

Market Cap: US$1.1b

Provides customer engagement solutions worldwide.

Fastly

Market Cap: US$1.0b

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