Transportation Tech Sector

Skyworks Solutions

Market Cap: US$9.0b

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.

Xero

Market Cap: AU$12.6b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, the United States, and internationally.

Applied Digital

Market Cap: US$8.6b

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

Bitmine Immersion Technologies

Market Cap: US$8.4b

Operates as a blockchain technology company primarily in the United States.

Cipher Digital

Market Cap: US$8.4b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

FormFactor

Market Cap: US$8.3b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

Riot Platforms

Market Cap: US$8.0b

Operates as a Bitcoin mining company in the United States.

WiseTech Global

Market Cap: AU$11.6b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

D-Wave Quantum

Market Cap: US$7.8b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

MaxLinear

Market Cap: US$7.7b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

ServiceTitan

Market Cap: US$7.6b

Provides an end-to-end cloud-based software platform in the United States, Armenia, and Canada.

Ralliant

Market Cap: US$7.6b

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

Qorvo

Market Cap: US$7.5b

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.

Clear Secure

Market Cap: US$7.5b

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

Cirrus Logic

Market Cap: US$7.4b

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

Core Scientific

Market Cap: US$7.2b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

NEXTDC

Market Cap: AU$10.4b

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

Silicon Laboratories

Market Cap: US$7.2b

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

InterDigital

Market Cap: US$7.1b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Technology One

Market Cap: AU$10.0b

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

Plexus

Market Cap: US$6.8b

Provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa.

ACM Research

Market Cap: US$6.8b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

Procore Technologies

Market Cap: US$6.7b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Dropbox

Market Cap: US$6.7b

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

Avnet

Market Cap: US$6.7b

Distributes electronic component technology in the Americas, Europe, the Middle East, Africa, and Asia/Pacific.

Camtek

Market Cap: US$6.5b

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

Vishay Intertechnology

Market Cap: US$6.5b

Manufactures and sells discrete semiconductors and passive electronic components in the United States, Germany, rest of Europe, Israel, and Asia.

BlackBerry

Market Cap: CA$9.1b

Provides intelligent software and services to enterprises and governments worldwide.

Commvault Systems

Market Cap: US$6.4b

Provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity system.

Kulicke and Soffa Industries

Market Cap: US$6.3b

Designs, manufactures, and sells capital equipment and consumables in China, the United States, Taiwan, Malaysia, Japan, the Philippines, Korea, Hong Kong, and internationally.

SentinelOne

Market Cap: US$6.2b

Operates as a cybersecurity provider in the United States and internationally.

AppFolio

Market Cap: US$6.2b

Provides cloud-based platform for the real estate industry in the United States.

Descartes Systems Group

Market Cap: CA$8.8b

Provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific.

GDS Holdings

Market Cap: US$6.2b

Engages in the development and operation of data centers in the People's Republic of China.

Elastic

Market Cap: US$6.2b

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.

Ingram Micro Holding

Market Cap: US$6.1b

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