Software Tech Sector

Allegro MicroSystems

Market Cap: US$7.7b

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

D-Wave Quantum

Market Cap: US$7.7b

Develops and delivers quantum computing systems, software, and services worldwide.

Cirrus Logic

Market Cap: US$7.3b

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

Cognex

Market Cap: US$7.1b

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

GPGI

Market Cap: US$7.1b

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

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 and internationally.

Clearwater Analytics Holdings

Market Cap: US$7.0b

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.

UiPath

Market Cap: US$6.9b

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.

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.

Pegasystems

Market Cap: US$6.8b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Silicon Laboratories

Market Cap: US$6.8b

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

Enphase Energy

Market Cap: US$6.5b

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

Dropbox

Market Cap: US$6.5b

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

AppFolio

Market Cap: US$6.5b

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

Open Text

Market Cap: US$6.3b

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.

Elastic

Market Cap: US$6.2b

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.

Pony AI

Market Cap: US$6.2b

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

Dolby Laboratories

Market Cap: US$6.2b

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.

Vontier

Market Cap: US$6.1b

Provides mobility ecosystem solutions worldwide.

Viavi Solutions

Market Cap: US$6.1b

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.

TeraWulf

Market Cap: US$6.0b

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

ServiceTitan

Market Cap: US$6.0b

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

Rigetti Computing

Market Cap: US$5.8b

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

Cipher Mining

Market Cap: US$5.8b

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

Topicus.com

Market Cap: CA$7.9b

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

Klaviyo

Market Cap: US$5.8b

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.

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$5.8b

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.

DigitalOcean Holdings

Market Cap: US$5.8b

Through its subsidiaries, operates a cloud computing platform in North America, Europe, Asia, and internationally.

Descartes Systems Group

Market Cap: CA$7.8b

Provides global logistics technology solutions worldwide.

Hut 8

Market Cap: US$5.7b

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

NEXTDC

Market Cap: AU$8.1b

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

JFrog

Market Cap: US$5.7b

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

Viasat

Market Cap: US$5.7b

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

Mirion Technologies

Market Cap: US$5.7b

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

Plexus

Market Cap: US$5.5b

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