Semiconductors Tech Sector

Qorvo

Market Cap: US$7.9b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

Elastic

Market Cap: US$7.9b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Sanmina

Market Cap: US$7.8b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Descartes Systems Group

Market Cap: CA$10.7b

Provides global logistics technology solutions worldwide.

monday.com

Market Cap: US$7.7b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

JFrog

Market Cap: US$7.7b

Provides software supply chain platform in the United States, Israel, India, and internationally.

Onto Innovation

Market Cap: US$7.7b

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

Topicus.com

Market Cap: CA$10.3b

Provides vertical market software and vertical market platforms in the Netherlands and internationally.

Dropbox

Market Cap: US$7.4b

Provides a content collaboration platform in the United States and internationally.

Rigetti Computing

Market Cap: US$7.4b

Through its subsidiaries, builds quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Netskope

Market Cap: US$7.3b

A cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide.

TTM Technologies

Market Cap: US$7.0b

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.

GDS Holdings

Market Cap: US$7.0b

Develops and operates data centers in the People's Republic of China.

Applied Digital

Market Cap: US$6.9b

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

GitLab

Market Cap: US$6.4b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

Dolby Laboratories

Market Cap: US$6.4b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions for television, broadcast, and live entertainment industries in the United States and internationally.

Littelfuse

Market Cap: US$6.3b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

Clearwater Analytics Holdings

Market Cap: US$6.3b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Semtech

Market Cap: US$6.2b

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

Cognex

Market Cap: US$6.2b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.

Pony AI

Market Cap: US$6.1b

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China, the United States, and internationally.

Cirrus Logic

Market Cap: US$6.1b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

Kyndryl Holdings

Market Cap: US$6.1b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Technology One

Market Cap: AU$8.9b

Engages in the development, marketing, sale, implementation, and support of integrated enterprise business software solutions in Australia and internationally.

Arrow Electronics

Market Cap: US$5.8b

Provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Ralliant

Market Cap: US$5.7b

Engages in the design, development, manufacture, sale, and service of precision instruments and engineered products in the United States, China, Western Europe, and internationally.

Wix.com

Market Cap: US$5.7b

Operates a cloud-based web development platform for registered users and creators worldwide.

Cipher Mining

Market Cap: US$5.7b

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

Mirion Technologies

Market Cap: US$5.7b

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

Universal Display

Market Cap: US$5.5b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

Vontier

Market Cap: US$5.5b

Provides mobility ecosystem solutions worldwide.

BILL Holdings

Market Cap: US$5.4b

Provides financial operations platform for small and midsize businesses worldwide.

Badger Meter

Market Cap: US$5.4b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

NEXTDC

Market Cap: AU$8.1b

Develops and operates data centers in Australia and the Asia-Pacific region.

Commvault Systems

Market Cap: US$5.3b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

Clear Secure

Market Cap: US$5.2b

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