U.S. Large Cap High Growth Potential

Axsome Therapeutics

Market Cap: US$10.6b

A biopharmaceutical company, develops and delivers novel therapies for the management of central nervous system (CNS) disorders in the United States.

Lumentum Holdings

Market Cap: US$67.8b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Credo Technology Group Holding

Market Cap: US$34.0b

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.

NVIDIA

Market Cap: US$4.8t

Operates as a data center scale AI infrastructure company.

Madrigal Pharmaceuticals

Market Cap: US$11.8b

A biopharmaceutical company, focuses on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH) in the United States.

Modine Manufacturing

Market Cap: US$14.1b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

Nu Holdings

Market Cap: US$70.1b

Provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.

Bloom Energy

Market Cap: US$82.6b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

Arm Holdings

Market Cap: US$224.3b

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

Advanced Micro Devices

Market Cap: US$587.8b

Operates as a semiconductor company internationally.

Insmed

Market Cap: US$28.8b

Develops and commercializes therapies for patients with serious and rare diseases in the United States, Europe, Japan, and internationally.

Fabrinet

Market Cap: US$25.3b

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

AppLovin

Market Cap: US$154.7b

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

Broadcom

Market Cap: US$2.0t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Astera Labs

Market Cap: US$34.7b

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

Reddit

Market Cap: US$32.0b

Operates a digital community in the United States and internationally.

Lattice Semiconductor

Market Cap: US$16.6b

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

Forgent Power Solutions

Market Cap: US$11.9b

Forgent Power Solutions, Inc designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

Vicor

Market Cap: US$12.0b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Oracle

Market Cap: US$494.2b

Offers products and services that address enterprise information technology environments worldwide.

Ionis Pharmaceuticals

Market Cap: US$12.4b

A commercial-stage biotechnology company, provides RNA-targeted medicines in the United States.

Micron Technology

Market Cap: US$611.5b

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

Seagate Technology Holdings

Market Cap: US$163.0b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

FTAI Aviation

Market Cap: US$24.6b

Owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.

AST SpaceMobile

Market Cap: US$27.1b

Designs and develops the constellation of BlueBird satellites in the United States.

Palantir Technologies

Market Cap: US$345.4b

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.

MKS

Market Cap: US$18.8b

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.

Luckin Coffee

Market Cap: US$11.4b

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

Alnylam Pharmaceuticals

Market Cap: US$39.5b

Alnylam Pharmaceuticals, Inc. discovers, develops, manufactures, and commercializes therapeutics based on ribonucleic acid interference in the United States, Europe, and internationally.

Zscaler

Market Cap: US$22.5b

Operates as a cloud security company worldwide.

Vertiv Holdings Co

Market Cap: US$126.1b

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.

MP Materials

Market Cap: US$11.9b

Produces rare earth materials in the Western Hemisphere.

On Holding

Market Cap: US$11.4b

Develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific.

Circle Internet Group

Market Cap: US$24.2b

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

Nutanix

Market Cap: US$11.3b

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

Teradyne

Market Cap: US$54.1b

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.