Software Tech Sector

Okta

Market Cap: US$13.5b

Operates as an identity partner in the United States and internationally.

Rambus

Market Cap: US$12.0b

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

HubSpot

Market Cap: US$11.9b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Guidewire Software

Market Cap: US$11.7b

Provides a platform for property and casualty (P&C) insurers worldwide.

Gen Digital

Market Cap: US$11.7b

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

Unity Software

Market Cap: US$11.6b

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.

Bitmine Immersion Technologies

Market Cap: US$11.5b

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

Sanmina

Market Cap: US$11.5b

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.

GoDaddy

Market Cap: US$11.3b

Engages in the design and development of cloud-based products in the United States and internationally.

Rubrik

Market Cap: US$11.2b

Provides data security solutions to individuals and businesses worldwide.

Nutanix

Market Cap: US$11.0b

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

Sage Group

Market Cap: UK£8.0b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Dynatrace

Market Cap: US$10.7b

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.

Applied Optoelectronics

Market Cap: US$10.7b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Zebra Technologies

Market Cap: US$10.6b

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

FormFactor

Market Cap: US$10.5b

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.

TeraWulf

Market Cap: US$10.2b

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

Bentley Systems

Market Cap: US$10.2b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Gartner

Market Cap: US$10.1b

Provides business and technology insights for decisions and performance on an organization’s mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.

Viavi Solutions

Market Cap: US$10.0b

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.

WiseTech Global

Market Cap: AU$13.8b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

DigitalOcean Holdings

Market Cap: US$9.8b

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

Littelfuse

Market Cap: US$9.8b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

Aurora Innovation

Market Cap: US$9.7b

Engages in the self-driving technology business in the United States.

Xero

Market Cap: AU$13.5b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, North America, and internationally.

Arrow Electronics

Market Cap: US$9.4b

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Applied Digital

Market Cap: US$9.2b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Skyworks Solutions

Market Cap: US$9.2b

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.

InterDigital

Market Cap: US$9.1b

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

Figma

Market Cap: US$9.1b

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.

Cognex

Market Cap: US$9.0b

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.

DocuSign

Market Cap: US$8.9b

Provides electronic signature solution in the United States and internationally.

GDS Holdings

Market Cap: US$8.8b

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

Semtech

Market Cap: US$8.8b

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

Camtek

Market Cap: US$8.4b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.

Procore Technologies

Market Cap: US$8.3b

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