Consumer Services Tech Sector

nLIGHT

Market Cap: US$4.2b

Engages in the design, development, manufacture, and sale of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications.

Belden

Market Cap: US$4.2b

Provides connection solutions to bring data infrastructure into alignment to unlock new possibilities for its customers.

Penguin Solutions

Market Cap: US$4.2b

Designs, builds, deploys and manages enterprise solutions worldwide.

Mirion Technologies

Market Cap: US$4.2b

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

Vontier

Market Cap: US$4.1b

Provides mobility ecosystem solutions worldwide.

BILL Holdings

Market Cap: US$4.0b

Provides financial operations platform for small and midsize businesses worldwide.

Cellebrite DI

Market Cap: US$4.0b

Develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

AXT

Market Cap: US$4.0b

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

Box

Market Cap: US$4.0b

Provides a cloud content management platform that enables organizations of various sizes to manage cloud content from anywhere and on any device in Poland, Australia, Canada, the European Union, France, Israel, Japan, Singapore, Switzerland, the United Kingdom, and the United States.

Power Integrations

Market Cap: US$3.9b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits, and other electronic components and circuitry used in high-voltage power conversion.

Lumine Group

Market Cap: CA$5.5b

Develops, installs, and customizes software, and related professional and support services worldwide.

Itron

Market Cap: US$3.8b

A technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide.

Universal Display

Market Cap: US$3.7b

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.

Bel Fuse

Market Cap: US$3.7b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

monday.com

Market Cap: US$3.7b

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

OSI Systems

Market Cap: US$3.6b

Designs and manufactures electronic systems and components in the United States and internationally.

Insight Enterprises

Market Cap: US$3.6b

Provides information technology, hardware, software, and services in the United States, rest of North America, Europe, Middle East, Africa, and the Asia-Pacific.

Veeco Instruments

Market Cap: US$3.5b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices in the United States, Europe, the Middle East, and Africa, China, Rest of the Asia-Pacific, and internationally.

Navitas Semiconductor

Market Cap: US$3.5b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

Bitdeer Technologies Group

Market Cap: US$3.5b

Operates as a technology company for blockchain and high-performance computing (HPC) in Singapore, the United States, Bhutan, Norway, Finland, Ethiopia, Canada, and internationally.

Ambarella

Market Cap: US$3.4b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

RingCentral

Market Cap: US$3.4b

An agentic voice AI–powered cloud business communication services provider, delivering an integrated platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging.

Xanadu Quantum Technologies

Market Cap: CA$4.8b

Develops and provides photonic quantum computing technology and related software solutions and applications, including cloud-based access to quantum computers and tools for quantum programming and simulation.

Ichor Holdings

Market Cap: US$3.4b

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally.

SolarEdge Technologies

Market Cap: US$3.3b

Operates as an energy technology company in the United States, Europe, and internationally.

CleanSpark

Market Cap: US$3.3b

Operates as a bitcoin mining company in the Americas.

Megaport

Market Cap: AU$4.7b

Provides on-demand interconnection services in Australia, New Zealand, Hong Kong, Singapore, Japan, the United States of America, Canada, Mexico, and Brazil, and Europe.

Teradata

Market Cap: US$3.3b

Provides an AI and knowledge platforms in the United States and internationally.

Q2 Holdings

Market Cap: US$3.3b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

Adeia

Market Cap: US$3.3b

Operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally.

NetScout Systems

Market Cap: US$3.2b

Provides carrier service assurance, cybersecurity, and Distributed Denial-of-Service (DDoS) solutions to protect digital business services against disruptions.

Ouster

Market Cap: US$3.2b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Knowles

Market Cap: US$3.2b

Offers capacitors, radio frequency (RF) and microwave filters, balanced armature speakers, and medtech microphones in Asia, the United States, Europe, rest of Americas, and internationally.

Fastly

Market Cap: US$3.2b

Operates an edge cloud platform for processing, serving, and securing its customer’s applications in the United States, the Asia Pacific, Europe, and internationally.

CCC Intelligent Solutions Holdings

Market Cap: US$3.2b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

Kingsoft Cloud Holdings

Market Cap: US$3.1b

Provides cloud services to businesses and organizations primarily in China.