Consumer Retailing Tech Sector

AppFolio

Market Cap: US$7.9b

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

Rigetti Computing

Market Cap: US$7.7b

Through its subsidiaries, builds quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Klaviyo

Market Cap: US$7.7b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Elastic

Market Cap: US$7.6b

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.

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.

Semtech

Market Cap: US$7.4b

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

GPGI

Market Cap: US$7.2b

Operates as a diversified, multi-industry compounder comprised of companies in various industries.

Littelfuse

Market Cap: US$7.2b

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

Open Text

Market Cap: US$7.1b

Designs, develops, markets, and sells information management software and solutions in North, Central, and South America, Europe, the Middle East, Africa, Australia, Japan, Singapore, India, and China.

Pony AI

Market Cap: US$7.1b

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

Clearwater Analytics Holdings

Market Cap: US$7.1b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Descartes Systems Group

Market Cap: CA$9.6b

Provides global logistics technology solutions worldwide.

Cipher Mining

Market Cap: US$6.9b

Develops and operates industrial-scale data centers in the United States.

JFrog

Market Cap: US$6.9b

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

Dropbox

Market Cap: US$6.8b

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

Topicus.com

Market Cap: CA$9.3b

Provides vertical market software and vertical market platforms in the Netherlands and internationally.

Cognex

Market Cap: US$6.7b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.

monday.com

Market Cap: US$6.6b

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

Camtek

Market Cap: US$6.6b

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

Cirrus Logic

Market Cap: US$6.5b

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

Riot Platforms

Market Cap: US$6.4b

Operates as a Bitcoin mining company in the United States.

GitLab

Market Cap: US$6.3b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

Hut 8

Market Cap: US$6.3b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

Technology One

Market Cap: AU$8.9b

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

Allegro MicroSystems

Market Cap: US$6.1b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

Ralliant

Market Cap: US$6.1b

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

Netskope

Market Cap: US$6.0b

A cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to mid-sized companies worldwide.

Arrow Electronics

Market Cap: US$6.0b

Provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Mirion Technologies

Market Cap: US$6.0b

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

TeraWulf

Market Cap: US$5.9b

Operates as a digital asset technology company in the United States.

Dolby Laboratories

Market Cap: US$5.9b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions for television, broadcast, and live entertainment industries in the United States and internationally.

NEXTDC

Market Cap: AU$8.5b

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

Viasat

Market Cap: US$5.9b

Provides broadband and communications products and services in the United States and internationally.

Core Scientific

Market Cap: US$5.8b

Provides digital asset mining services in the United States.

OneStream

Market Cap: US$5.8b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

Universal Display

Market Cap: US$5.7b

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.