Materials Tech Sector

HP

Market Cap: US$28.1b

Provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally.

Teledyne Technologies

Market Cap: US$28.0b

Provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally.

ON Semiconductor

Market Cap: US$27.7b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

Zscaler

Market Cap: US$27.1b

Operates as a cloud security company worldwide.

Cognizant Technology Solutions

Market Cap: US$27.0b

A professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

Super Micro Computer

Market Cap: US$26.4b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Qnity Electronics

Market Cap: US$25.8b

Provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally.

VeriSign

Market Cap: US$25.5b

Provides internet infrastructure and domain name registry services that enables internet navigation for various recognized domain names worldwide.

GLOBALFOUNDRIES

Market Cap: US$24.7b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

Tower Semiconductor

Market Cap: US$24.5b

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

Circle Internet Group

Market Cap: US$24.4b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

Samsara

Market Cap: US$22.6b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

F5

Market Cap: US$22.1b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

Entegris

Market Cap: US$21.9b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

MACOM Technology Solutions Holdings

Market Cap: US$21.9b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

First Solar

Market Cap: US$21.8b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

TD SYNNEX

Market Cap: US$20.7b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally.

Fair Isaac

Market Cap: US$20.2b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Rubrik

Market Cap: US$19.0b

Provides data security solutions to individuals and businesses worldwide.

Unity Software

Market Cap: US$18.8b

Operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

IREN

Market Cap: US$18.5b

Operates as a vertically integrated AI cloud services platform in Australia and Canada.

Halma

Market Cap: UK£13.6b

Provides technology solutions in the safety, health, and environmental markets in the United States, Mainland Europe, the United Kingdom, the Asia Pacific, Africa, the Middle East, and internationally.

Nutanix

Market Cap: US$18.2b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

SiTime

Market Cap: US$18.0b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

MKS

Market Cap: US$18.0b

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.

Gen Digital

Market Cap: US$17.8b

Engages in the provision of cyber safety and trust-based solutions for individuals, families, and small businesses.

CDW

Market Cap: US$17.8b

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Lattice Semiconductor

Market Cap: US$16.7b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

Zebra Technologies

Market Cap: US$16.3b

Operates in the automatic identification and data capture solutions industry worldwide.

IonQ

Market Cap: US$16.1b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

Akamai Technologies

Market Cap: US$15.9b

Engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.

Semtech

Market Cap: US$15.2b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Fabrinet

Market Cap: US$14.9b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, Europe, and internationally.

DigitalOcean Holdings

Market Cap: US$14.9b

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

Bitmine Immersion Technologies

Market Cap: US$14.6b

Operates as a blockchain technology company primarily in the United States.

Dynatrace

Market Cap: US$14.5b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.