Materials Tech Sector

Bel Fuse

Market Cap: US$4.1b

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

Lumine Group

Market Cap: CA$5.8b

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

Universal Display

Market Cap: US$4.1b

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.

Qualys

Market Cap: US$4.1b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Klaviyo

Market Cap: US$4.0b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Varonis Systems

Market Cap: US$4.0b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of worlds.

EPAM Systems

Market Cap: US$4.0b

Provides digital platform engineering and software development services worldwide.

Life360

Market Cap: AU$5.8b

Operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.

Ondas

Market Cap: US$3.9b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

Netskope

Market Cap: US$3.8b

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

Impinj

Market Cap: US$3.8b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

nLIGHT

Market Cap: US$3.7b

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

Badger Meter

Market Cap: US$3.7b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

Keel Infrastructure

Market Cap: US$3.7b

Operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.

Xanadu Quantum Technologies

Market Cap: CA$5.2b

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.

Itron

Market Cap: US$3.6b

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

OSI Systems

Market Cap: US$3.6b

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

TechCreate Group

Market Cap: US$3.5b

Provides technology consultancy and advanced software solutions in Singapore, Brunei, China, and Cambodia.

Infleqtion

Market Cap: US$3.5b

Engages in the development and commercialization of quantum technology products in the United States, Europe, and Asia.

Box

Market Cap: US$3.5b

Provides a cloud content management platform that enables organizations of various sizes to manage cloud content from anywhere and on any device in the United States, Poland, the United Kingdom, and internationally.

Knowles

Market Cap: US$3.4b

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.

Penguin Solutions

Market Cap: US$3.4b

Designs, builds, deploys and manages enterprise solutions worldwide.

Insight Enterprises

Market Cap: US$3.3b

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

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.

Benchmark Electronics

Market Cap: US$3.3b

Offers product design, engineering services, technology solutions, and manufacturing services in the Americas, Asia, and Europe.

BILL Holdings

Market Cap: US$3.2b

Provides financial operations platform for small and midsize businesses worldwide.

ChronoScale

Market Cap: US$3.2b

Designs and develops a compute platform to support artificial intelligence (AI) workloads.

Cellebrite DI

Market Cap: US$3.2b

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

Pony AI

Market Cap: US$3.1b

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

IPE Universal

Market Cap: US$3.1b

Engages in the development and commercialization of mobile Voice over Internet protocol (VoIP) communications and mobile advertising applications in Malaysia and Hong Kong.

Ichor Holdings

Market Cap: US$3.1b

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.

monday.com

Market Cap: US$3.1b

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

SolarEdge Technologies

Market Cap: US$3.0b

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

Tenable Holdings

Market Cap: US$3.0b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Cohu

Market Cap: US$3.0b

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

Aehr Test Systems

Market Cap: US$3.0b

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.