U.S. Ethical Investing

NVIDIA

Market Cap: US$5.0t

Operates as a data center scale AI infrastructure company.

Lumentum Holdings

Market Cap: US$73.5b

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$38.2b

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.

Marvell Technology

Market Cap: US$276.8b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

Advanced Micro Devices

Market Cap: US$853.1b

Operates as a semiconductor company internationally.

Arm Holdings

Market Cap: US$366.0b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

MACOM Technology Solutions Holdings

Market Cap: US$26.4b

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

Broadcom

Market Cap: US$2.0t

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

AppLovin

Market Cap: US$187.7b

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

Astera Labs

Market Cap: US$54.3b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Fabrinet

Market Cap: US$25.6b

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

Silicon Motion Technology

Market Cap: US$10.0b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally.

Alignment Healthcare

Market Cap: US$3.1b

Operates a consumer-centric healthcare platform for seniors in the United States.

Micron Technology

Market Cap: US$974.9b

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

Oracle

Market Cap: US$679.7b

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

Sandisk

Market Cap: US$260.6b

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.

TOYO

Market Cap: US$577.3m

Engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.

Seagate Technology Holdings

Market Cap: US$209.5b

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

Palantir Technologies

Market Cap: US$339.7b

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.

Luckin Coffee

Market Cap: US$10.4b

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

Teradyne

Market Cap: US$63.7b

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.

Pagaya Technologies

Market Cap: US$1.3b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

Kulicke and Soffa Industries

Market Cap: US$5.6b

Designs, manufactures, and sells capital equipment and consumables in China, the United States, Taiwan, Malaysia, Japan, the Philippines, Korea, Hong Kong, and internationally.

FatPipe

Market Cap: US$105.7m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

Ciena

Market Cap: US$75.8b

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.

HubSpot

Market Cap: US$11.3b

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

Monolithic Power Systems

Market Cap: US$72.8b

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

Guidewire Software

Market Cap: US$12.8b

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

Innodata

Market Cap: US$4.0b

Operates as a data engineering company in the United States, the United Kingdom, the Netherlands, Canada, Germany, Belgium, and internationally.

Advanced Energy Industries

Market Cap: US$12.2b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Calix

Market Cap: US$2.4b

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Clear Secure

Market Cap: US$7.3b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Corning

Market Cap: US$170.1b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.

Tower Semiconductor

Market Cap: US$26.5b

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

Rush Street Interactive

Market Cap: US$6.1b

Operates as an online casino and sports betting company in the United States, Canada, and Latin America.

Everpure

Market Cap: US$26.1b

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