Materials Tech Sector

Onto Innovation

Market Cap: US$14.5b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

Nova

Market Cap: US$14.4b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Check Point Software Technologies

Market Cap: US$14.2b

Develops, markets, and supports a range of products and services for IT security worldwide.

PTC

Market Cap: US$14.2b

Operates as software company in the Americas, Europe, and the Asia Pacific.

CGI

Market Cap: CA$19.7b

Provides information technology and business process services in Western and Southern Europe, the United States, Canada, Scandinavia, Northwest and Central-East Europe, the United Kingdom, Australia, Germany, Finland, Poland, Baltics, and the Asia Pacific.

Tyler Technologies

Market Cap: US$13.3b

Provides integrated software and technology management solutions for the public sector in the United States.

Unity Software

Market Cap: US$12.9b

Operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Dynatrace

Market Cap: US$12.8b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Zebra Technologies

Market Cap: US$12.6b

Operates in the automatic identification and data capture solutions industry worldwide.

Trimble

Market Cap: US$12.2b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

Aurora Innovation

Market Cap: US$12.1b

Engages in the self-driving technology business in the United States.

Semtech

Market Cap: US$12.0b

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

Hut 8

Market Cap: US$11.9b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Rambus

Market Cap: US$11.9b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

GoDaddy

Market Cap: US$11.5b

Engages in the design and development of cloud-based products in the United States and internationally.

Figma

Market Cap: US$11.4b

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.

TeraWulf

Market Cap: US$11.3b

Owns, develops, operates digital infrastructure in the United States.

Guidewire Software

Market Cap: US$11.3b

Provides a platform for property and casualty (P&C) insurers worldwide.

Sanmina

Market Cap: US$11.2b

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.

JFrog

Market Cap: US$11.2b

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

Advanced Energy Industries

Market Cap: US$11.2b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Cognex

Market Cap: US$10.7b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.

Silicon Motion Technology

Market Cap: US$10.6b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally.

Littelfuse

Market Cap: US$10.2b

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

Arrow Electronics

Market Cap: US$10.2b

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

HubSpot

Market Cap: US$10.1b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Viasat

Market Cap: US$10.1b

Engages in the provision of broadband and communications products and services in the United States and internationally.

Viavi Solutions

Market Cap: US$10.0b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Bentley Systems

Market Cap: US$9.9b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Sage Group

Market Cap: UK£7.3b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Allegro MicroSystems

Market Cap: US$9.6b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.

Manhattan Associates

Market Cap: US$9.2b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

Applied Optoelectronics

Market Cap: US$9.1b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Gartner

Market Cap: US$9.0b

Provides business and technology insights to support decision-making and performance on an organization’s mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.

DocuSign

Market Cap: US$9.0b

Provides electronic signature solution in the United States and internationally.

Applied Digital

Market Cap: US$9.0b

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