Software Tech Sector

Lumentum Holdings

Market Cap: US$87.8b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Intuit

Market Cap: US$87.2b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

Datadog

Market Cap: US$80.9b

Operates an observability and security platform for cloud applications in the United States and internationally.

Cadence Design Systems

Market Cap: US$78.2b

Develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions.

Hewlett Packard Enterprise

Market Cap: US$78.2b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Motorola Solutions

Market Cap: US$76.6b

Provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally.

Synopsys

Market Cap: US$75.1b

Provides design IP solutions in the semiconductor and electronics industries.

Nebius Group

Market Cap: US$66.8b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.

Monolithic Power Systems

Market Cap: US$59.9b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

TE Connectivity

Market Cap: US$59.3b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

Coherent

Market Cap: US$59.1b

Develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.

Teradyne

Market Cap: US$58.2b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

NXP Semiconductors

Market Cap: US$56.5b

Provides semiconductor products in the United States, Germany, Japan, South Korea, Taiwan, Singapore, the Netherlands, Mainland China, Hong Kong, and internationally.

Keysight Technologies

Market Cap: US$56.4b

Provides electronic design and test solutions worldwide.

Strategy

Market Cap: US$52.5b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

CoreWeave

Market Cap: US$52.4b

Operates as a cloud infrastructure technology company in the United States.

Astera Labs

Market Cap: US$50.1b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Ciena

Market Cap: US$48.4b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Cerebras Systems

Market Cap: US$46.6b

Operates as an artificial intelligence infrastructure company.

Workday

Market Cap: US$44.9b

Provides enterprise cloud applications in the United States and internationally.

Atlassian

Market Cap: US$44.7b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Constellation Software

Market Cap: CA$60.5b

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.

Autodesk

Market Cap: US$43.2b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Flex

Market Cap: US$42.2b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

Microchip Technology

Market Cap: US$39.8b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

Roper Technologies

Market Cap: US$39.1b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Celestica

Market Cap: CA$52.9b

Provides supply chain solutions in Asia, North America, and internationally.

NetApp

Market Cap: US$37.1b

Provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

Ubiquiti

Market Cap: US$35.1b

Engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

Twilio

Market Cap: US$34.7b

Provides customer engagement platform solutions in the United States and internationally.

Jabil

Market Cap: US$32.7b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Everpure

Market Cap: US$32.3b

Provides data storage and management technologies, products, and services in the United States and internationally.

Credo Technology Group Holding

Market Cap: US$31.6b

Provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets.

Okta

Market Cap: US$30.2b

Operates as an identity partner in the United States and internationally.

MongoDB

Market Cap: US$28.9b

Provides general purpose database platform worldwide.

Zoom Communications

Market Cap: US$28.1b

Provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.