Retail Tech Sector

Amdocs

Market Cap: US$7.1b

Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.

FormFactor

Market Cap: US$7.0b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

Viavi Solutions

Market Cap: US$6.9b

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.

Clearwater Analytics Holdings

Market Cap: US$6.8b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally.

Sanmina

Market Cap: US$6.8b

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.

Camtek

Market Cap: US$6.8b

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$6.8b

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

ServiceTitan

Market Cap: US$6.7b

Provides an end-to-end cloud-based software platform in the United States and Canada.

Silicon Laboratories

Market Cap: US$6.7b

A fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

D-Wave Quantum

Market Cap: US$6.5b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

DigitalOcean Holdings

Market Cap: US$6.3b

Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.

Viasat

Market Cap: US$6.3b

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

Descartes Systems Group

Market Cap: CA$8.6b

Provides global logistics technology solutions in the United States, Europe, the Middle East, Africa, Canada, and the Asia Pacific.

TeraWulf

Market Cap: US$6.2b

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

Dropbox

Market Cap: US$6.2b

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

AppFolio

Market Cap: US$6.2b

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

UiPath

Market Cap: US$6.2b

Provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

Technology One

Market Cap: AU$8.6b

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

Clear Secure

Market Cap: US$6.0b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Topicus.com

Market Cap: CA$8.2b

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

NEXTDC

Market Cap: AU$8.5b

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

Klaviyo

Market Cap: US$5.8b

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.

OneStream

Market Cap: US$5.8b

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

Dolby Laboratories

Market Cap: US$5.8b

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.

Enphase Energy

Market Cap: US$5.8b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

Allegro MicroSystems

Market Cap: US$5.8b

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

Open Text

Market Cap: US$5.7b

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.

Cipher Digital

Market Cap: US$5.7b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Rigetti Computing

Market Cap: US$5.4b

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

Hut 8

Market Cap: US$5.4b

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.

Elastic

Market Cap: US$5.3b

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.

Riot Platforms

Market Cap: US$5.3b

Operates as a Bitcoin mining company in the United States.

Core Scientific

Market Cap: US$5.2b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

Wix.com

Market Cap: US$5.1b

Operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.

Plexus

Market Cap: US$5.1b

Provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa.

Vontier

Market Cap: US$5.1b

Provides mobility ecosystem solutions worldwide.