Consumer Durables Tech Sector

Universal Display

Market Cap: US$7.1b

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.

Rambus

Market Cap: US$6.8b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

MKS

Market Cap: US$6.7b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

Arrow Electronics

Market Cap: US$6.6b

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.

CCC Intelligent Solutions Holdings

Market Cap: US$6.6b

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

UiPath

Market Cap: US$6.5b

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.

SentinelOne

Market Cap: US$6.5b

Operates as a cybersecurity provider in the United States and internationally.

Allegro MicroSystems

Market Cap: US$6.2b

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

Itron

Market Cap: US$6.2b

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

Sandisk

Market Cap: US$6.2b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Varonis Systems

Market Cap: US$6.1b

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 world.

MARA Holdings

Market Cap: US$6.1b

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

NEXTDC

Market Cap: AU$9.2b

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

OneStream

Market Cap: US$6.0b

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

D-Wave Quantum

Market Cap: US$6.0b

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

Life360

Market Cap: AU$9.1b

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

Vontier

Market Cap: US$5.9b

Provides mobility ecosystem solutions worldwide.

InterDigital

Market Cap: US$5.8b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Cognex

Market Cap: US$5.7b

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

Clearwater Analytics Holdings

Market Cap: US$5.7b

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.

Littelfuse

Market Cap: US$5.7b

Designs, manufactures, and sells electronic components, modules, and subassemblies in the Americas, the Asia-Pacific, and Europe.

Badger Meter

Market Cap: US$5.7b

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

Q2 Holdings

Market Cap: US$5.6b

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

Vertex

Market Cap: US$5.4b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Pony AI

Market Cap: US$5.4b

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

Ralliant

Market Cap: US$5.4b

Focuses on providing precision technologies that specializes in designing, developing, manufacturing, and servicing precision instruments and engineered products.

Spectris

Market Cap: UK£4.0b

Provides precision measurement solutions.

Advanced Energy Industries

Market Cap: US$5.3b

Provides precision power conversion, measurement, and control solutions in the United States and internationally.

Sanmina

Market Cap: US$5.3b

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.

Tower Semiconductor

Market Cap: US$5.3b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Amkor Technology

Market Cap: US$5.2b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Riot Platforms

Market Cap: US$5.2b

Operates as a Bitcoin mining company in the United States.

Cirrus Logic

Market Cap: US$5.2b

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

SPS Commerce

Market Cap: US$5.2b

Provides cloud-based supply chain management solutions in the United States.

Belden

Market Cap: US$5.1b

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

Ingram Micro Holding

Market Cap: US$5.0b

Through its subsidiaries, distributes information technology products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, Latin America, and internationally.