Materials Tech Sector

Nebius Group

Market Cap: US$12.7b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

IonQ

Market Cap: US$12.3b

Develops quantum computers and networks in the United States.

Manhattan Associates

Market Cap: US$12.1b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

Ciena

Market Cap: US$11.9b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

TD SYNNEX

Market Cap: US$11.6b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem.

SailPoint

Market Cap: US$11.5b

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Akamai Technologies

Market Cap: US$11.3b

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

Topicus.com

Market Cap: CA$15.2b

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

Skyworks Solutions

Market Cap: US$10.9b

Designs, develops, manufactures, and markets proprietary semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific.

Procore Technologies

Market Cap: US$10.7b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Aurora Innovation

Market Cap: US$10.7b

Operates as a self-driving technology company in the United States.

Fabrinet

Market Cap: US$10.7b

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

MACOM Technology Solutions Holdings

Market Cap: US$10.2b

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

ServiceTitan

Market Cap: US$10.1b

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

Amdocs

Market Cap: US$9.9b

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

Lumine Group

Market Cap: CA$13.2b

Offers develops, installs, and customizes of software worldwide.

EPAM Systems

Market Cap: US$9.5b

Provides digital platform engineering and software development services worldwide.

Kyndryl Holdings

Market Cap: US$9.0b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Elastic

Market Cap: US$9.0b

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.

Descartes Systems Group

Market Cap: CA$12.2b

Provides global logistics technology solutions worldwide.

AppFolio

Market Cap: US$8.9b

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

Klaviyo

Market Cap: US$8.8b

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.

Pegasystems

Market Cap: US$8.6b

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.

Wix.com

Market Cap: US$8.6b

Operates a cloud-based web development platform for registered users and creators worldwide.

Technology One

Market Cap: AU$13.2b

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

Confluent

Market Cap: US$8.5b

Operates a data streaming platform in the United States and internationally.

Qorvo

Market Cap: US$8.2b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets worldwide.

Nova

Market Cap: US$8.1b

Engages in the design, development, production, and sells of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

GDS Holdings

Market Cap: US$7.6b

Develops and operates data centers in the People's Republic of China.

Dropbox

Market Cap: US$7.5b

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

Commvault Systems

Market Cap: US$7.5b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

Informatica

Market Cap: US$7.5b

Develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide.

Open Text

Market Cap: US$7.3b

Engages in the provision of information management products and services.

Universal Display

Market Cap: US$7.2b

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.

Dolby Laboratories

Market Cap: US$7.2b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions primarily for application in the television, broadcast, and live entertainment industries in the United States and internationally.

Rambus

Market Cap: US$7.2b

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