Materials Tech Sector

Evolv Technologies Holdings

Market Cap: US$1.2b

Provides artificial intelligence (AI)-based weapons detection for security screening in the United States and internationally.

PDF Solutions

Market Cap: US$1.2b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

Cohu

Market Cap: US$1.1b

Through its subsidiaries, provides semiconductor test equipment and services in the United States, China, Malaysia, the Philippines, Singapore, and internationally.

SiteMinder

Market Cap: AU$1.7b

Provides software and online licensing solutions in the Asia Pacific, Europe, the Middle East, Africa, and the Americas.

PagerDuty

Market Cap: US$1.1b

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

Harmonic

Market Cap: US$1.1b

Provides broadband access solutions worldwide.

Bytes Technology Group

Market Cap: UK£830.5m

Offers software, security, AI, and cloud services in the United Kingdom, Europe, and internationally.

Red Cat Holdings

Market Cap: US$1.1b

Provides products, services, and solutions to the drone industry in the United States.

SharonAI Holdings

Market Cap: US$1.1b

Designs, builds, and operates data center infrastructure for AI GPU Compute, HPC, and Cloud Storage.

SkyWater Technology

Market Cap: US$1.1b

Operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States.

Penguin Solutions

Market Cap: US$1.1b

Designs, builds, deploys and manages enterprise solutions worldwide.

Objective

Market Cap: AU$1.6b

Supplies information technology software and services in Australia and internationally.

Iress

Market Cap: AU$1.6b

Engages in the designing and developing software and services for the financial services industry in the Asia Pacific, the United Kingdom and Europe, Africa, and North America.

Radware

Market Cap: US$1.0b

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

Porch Group

Market Cap: US$971.5m

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

Daktronics

Market Cap: US$967.2m

Designs, manufactures, and sells electronic scoreboards, programmable display systems, and large screen video displays for sporting, commercial, and transportation applications in the United States and internationally.

Yext

Market Cap: US$962.6m

Provides a platform that offers answers to consumer questions in North America and internationally.

Diginex

Market Cap: US$944.0m

An investment holding company, engages in the provision of environmental, social, and governance (ESG) reporting solution services, advisory, and developing customization solutions in Hong Kong, the United Kingdom, and the United States.

POET Technologies

Market Cap: US$943.5m

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.

Data#3

Market Cap: AU$1.4b

Provides information technology solutions and services in Australia.

Rapid7

Market Cap: US$934.4m

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.

AXT

Market Cap: US$895.0m

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Rezolve AI

Market Cap: US$864.1m

Provides generative AI solutions for the retail and e-commerce sectors in the United Kingdom and the United States.

Catapult Sports

Market Cap: AU$1.3b

A sports science and analytics company, development and supply of technologies that improve the performance of athletes and sports teams in Australia, Europe, the Middle East, Africa, the Asia Pacific, and the Americas.

Gilat Satellite Networks

Market Cap: US$861.7m

Provides satellite-based broadband communication solutions in Israel, the United States, Peru, and internationally.

ScanSource

Market Cap: US$857.1m

Engages in the distribution of technology products and solutions in the United States and internationally.

Ituran Location and Control

Market Cap: US$845.9m

Provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.

Alfa Financial Software Holdings

Market Cap: UK£618.8m

Through its subsidiaries, provides software and related services to the auto and equipment finance industry in the United Kingdom, North America, Rest of Europe, the Middle East, Africa, and internationally.

i3 Verticals

Market Cap: US$816.9m

Provides enterprise software and services solutions to public sector entities in the United States and Canada.

Eastman Kodak

Market Cap: US$813.6m

Focuses on the commercial print and advanced materials and chemicals businesses worldwide.

indie Semiconductor

Market Cap: US$812.6m

Provides automotive semiconductors and software solutions for advanced driver assistance systems, driver automation, in-cabin, connected car, and electrification applications.

Enghouse Systems

Market Cap: CA$1.1b

Develops enterprise software solutions worldwide.

Blend Labs

Market Cap: US$784.4m

Provides a cloud-based software platform for financial services firms in the United States.

SEALSQ

Market Cap: US$784.0m

Designs, develops, and markets semiconductors in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

GB Group

Market Cap: UK£579.8m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.

Bravura Solutions

Market Cap: AU$1.2b

Provides software solutions for the wealth management and transfer agency industries in Australia, the United Kingdom, New Zealand, and internationally.