U.S. Strong Balance Sheet with Growth Potential

NVIDIA

Market Cap: US$5.4t

Operates as a data center scale AI infrastructure company.

Tesla

Market Cap: US$1.6t

Designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.

Micron Technology

Market Cap: US$825.5b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Lam Research

Market Cap: US$365.3b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

Applied Materials

Market Cap: US$338.8b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

Palantir Technologies

Market Cap: US$328.8b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Arm Holdings

Market Cap: US$273.2b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

KLA

Market Cap: US$239.0b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

Sandisk

Market Cap: US$206.2b

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.

Palo Alto Networks

Market Cap: US$200.0b

Provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

AppLovin

Market Cap: US$162.0b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Western Digital

Market Cap: US$158.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Shopify

Market Cap: US$136.6b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Vertiv Holdings Co

Market Cap: US$121.3b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Capital One Financial

Market Cap: US$116.5b

Operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom.

Monolithic Power Systems

Market Cap: US$76.3b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Comfort Systems USA

Market Cap: US$64.5b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Teradyne

Market Cap: US$53.9b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Sea

Market Cap: US$53.0b

Through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Astera Labs

Market Cap: US$51.1b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Flex

Market Cap: US$48.2b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

Fifth Third Bancorp

Market Cap: US$44.3b

Operates as the bank holding company for Fifth Third Bank, National Association that provides a range of financial products and services in the United States.

Credo Technology Group Holding

Market Cap: US$35.7b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Steel Dynamics

Market Cap: US$32.9b

Operates as a steel producer and metal recycler in the United States.

Workday

Market Cap: US$31.6b

Provides enterprise cloud applications in the United States and internationally.

Tower Semiconductor

Market Cap: US$29.8b

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

MACOM Technology Solutions Holdings

Market Cap: US$28.7b

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

Reddit

Market Cap: US$28.2b

Operates a digital community in the United States and internationally.

Everpure

Market Cap: US$25.9b

Provides data storage and management technologies, products, and services in the United States and internationally.

Fabrinet

Market Cap: US$23.7b

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

Sterling Infrastructure

Market Cap: US$23.1b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Amer Sports

Market Cap: US$20.3b

Designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories in Europe, the Middle East, Africa, the Americas, Mainland China, Hong Kong, Macau, Taiwan, and the Asia Pacific.

Lattice Semiconductor

Market Cap: US$19.0b

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

TTM Technologies

Market Cap: US$17.6b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Neurocrine Biosciences

Market Cap: US$15.6b

Neurocrine Biosciences, Inc. discovers, develops, and commercialize pharmaceuticals for neurological, psychiatric, endocrine, and immunological disorders in the United States and internationally.

Pinnacle Financial Partners

Market Cap: US$14.6b

Operates as the bank holding company for Pinnacle Bank that provides various banking products and services to individuals, businesses, and professional entities in the United States.