Semiconductors Tech Sector

Tenable Holdings

Market Cap: US$4.4b

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

Ultra Clean Holdings

Market Cap: US$4.2b

Develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally.

Synaptics

Market Cap: US$4.2b

Develops, markets, and sells semiconductor products worldwide.

CCC Intelligent Solutions Holdings

Market Cap: US$4.2b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

Universal Display

Market Cap: US$4.2b

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.

Q2 Holdings

Market Cap: US$4.1b

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

Life360

Market Cap: AU$5.8b

Operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.

Bel Fuse

Market Cap: US$4.0b

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

Aehr Test Systems

Market Cap: US$4.0b

Provides test solutions for testing, burn-in, and semiconductor devices at wafer level, singulated die, and package level in the United States, Asia, Europe, and the Middle East.

Workiva

Market Cap: US$4.0b

Provides cloud-based reporting solutions in the United States and internationally.

monday.com

Market Cap: US$4.0b

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

Mirion Technologies

Market Cap: US$3.9b

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

Csquare

Market Cap: US$3.8b

Operates as a digital infrastructure platform that provides interconnection services.

Badger Meter

Market Cap: US$3.8b

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

OSI Systems

Market Cap: US$3.8b

Designs and manufactures electronic systems and components in the United States and internationally.

GPGI

Market Cap: US$3.7b

Provides sustainable injection molding solutions worldwide.

IPE Universal

Market Cap: US$3.6b

Engages in the development and commercialization of mobile Voice over Internet protocol (VoIP) communications and mobile advertising applications in Malaysia and Hong Kong.

Navitas Semiconductor

Market Cap: US$3.6b

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

Pony AI

Market Cap: US$3.6b

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

Ambarella

Market Cap: US$3.6b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Megaport

Market Cap: AU$5.1b

Provides on-demand interconnection services in Australia, New Zealand, Hong Kong, Singapore, Japan, the United States of America, Canada, Mexico, and Brazil, and Europe.

IPG Photonics

Market Cap: US$3.6b

Develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications.

MARA Holdings

Market Cap: US$3.6b

Operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America.

Power Integrations

Market Cap: US$3.5b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits, and other electronic components and circuitry used in high-voltage power conversion.

Kinaxis

Market Cap: CA$4.8b

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

Kingsoft Cloud Holdings

Market Cap: US$3.4b

Provides cloud services to businesses and organizations primarily in China.

Braze

Market Cap: US$3.4b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

Wix.com

Market Cap: US$3.4b

Operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.

Freshworks

Market Cap: US$3.3b

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

Xanadu Quantum Technologies

Market Cap: CA$4.6b

Develops and provides photonic quantum computing technology and related software solutions and applications, including cloud-based access to quantum computers and tools for quantum programming and simulation.

NextNav

Market Cap: US$3.3b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

SoundHound AI

Market Cap: US$3.3b

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

Veeco Instruments

Market Cap: US$3.3b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices in the United States, Europe, the Middle East, and Africa, China, Rest of the Asia-Pacific, and internationally.

Ouster

Market Cap: US$3.3b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Agilysys

Market Cap: US$3.2b

Operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

Digi International

Market Cap: US$3.2b

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.