U.S. Strong Balance Sheet with Growth Potential

NVIDIA

Market Cap: US$2.5t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Tesla

Market Cap: US$859.7b

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

Palantir Technologies

Market Cap: US$196.1b

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.

ServiceNow

Market Cap: US$159.5b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Advanced Micro Devices

Market Cap: US$151.6b

Operates as a semiconductor company worldwide.

Arm Holdings

Market Cap: US$103.0b

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

Amphenol

Market Cap: US$75.9b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

DoorDash

Market Cap: US$73.1b

Operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally.

Sea

Market Cap: US$61.2b

Engages in the digital entertainment, e-commerce, and digital financial service businesses in Southeast Asia, Latin America, rest of Asia, and internationally.

Workday

Market Cap: US$60.8b

Provides enterprise cloud applications in the United States and internationally.

Synopsys

Market Cap: US$60.0b

Provides electronic design automation software products used to design and test integrated circuits.

Coupang

Market Cap: US$38.7b

Owns and operates retail business through its mobile applications and internet websites in South Korea and internationally.

Li Auto

Market Cap: US$24.9b

Operates in the energy vehicle market in the People’s Republic of China.

Trade Desk

Market Cap: US$24.3b

Operates as a technology company in the United States and internationally.

DexCom

Market Cap: US$24.1b

A medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.

Toast

Market Cap: US$18.8b

Operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.

Kaspi.kz

Market Cap: US$17.2b

Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.

First Solar

Market Cap: US$14.6b

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

Duolingo

Market Cap: US$14.2b

Operates as a mobile learning platform in the United States, the United Kingdom, and internationally.

Pure Storage

Market Cap: US$13.3b

Engages in the provision of data storage and management technologies, products, and services in the United States and internationally.

Full Truck Alliance

Market Cap: US$13.1b

Operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People’s Republic of China.

On Holding

Market Cap: US$12.2b

Engages in the development and distribution of sports products worldwide.

Teradyne

Market Cap: US$12.1b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Incyte

Market Cap: US$12.1b

A biopharmaceutical company, engages in the discovery, development, and commercialization of therapeutics in the United States, Europe, Canada, and Japan.

monday.com

Market Cap: US$11.9b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Luckin Coffee

Market Cap: US$11.8b

Offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.

Penumbra

Market Cap: US$10.5b

Designs, develops, manufactures, and markets medical devices in the United States and internationally.

Exelixis

Market Cap: US$10.3b

An oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States.

Neurocrine Biosciences

Market Cap: US$10.3b

Neurocrine Biosciences, Inc. discovers, develops, and markets pharmaceuticals for neurological, neuroendocrine, and neuropsychiatric disorders in the United States and internationally.

Doximity

Market Cap: US$10.2b

Operates a cloud-based digital platform for medical professionals in the United States.

Ally Financial

Market Cap: US$10.1b

A digital financial-services company, provides various digital financial products and services in the United States, Canada, and Bermuda.

Bio-Techne

Market Cap: US$8.7b

Develops, manufactures, and sells life science reagents, instruments, and services for the research, diagnostics, and bioprocessing markets worldwide.

SouthState

Market Cap: US$8.6b

Operates as the bank holding company for SouthState Bank, National Association that provides a range of banking services and products to individuals and companies in the United States.

Celsius Holdings

Market Cap: US$8.5b

Develops, processes, manufactures, markets, sells, and distributes functional energy drinks in the United States, North America, Europe, the Asia Pacific, and internationally.

Corcept Therapeutics

Market Cap: US$8.4b

Engages in discovery and development of medication for the treatment of severe endocrinologic, oncologic, metabolic, and neurologic disorders in the United States.

Carpenter Technology

Market Cap: US$8.3b

Engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.