| Median | – | 12.5% | 13.8% | 10.2% | 8.1% | 0.49x |
| NVDANvidia · Semiconductors | $216B | 65.5%▲ | 64.7%▲ | 60.4%▲ | 74.7%▲ | 0.05x▲ |
| AAPLApple · Computer hardware | $416B | 6.4%▼ | 19.5%▲ | 32%▲ | 68.7%▲ | 1.23x▼ |
| MSFTMicrosoft · Software - Infrastructure | $332B | 17.8%▲ | 31.3%▲ | 46.8%▲ | 26.3%▲ | 0.09x▲ |
| AVGOBroadcom · Semiconductors | $63.9B | 23.9%▲ | 292%▲ | 39.9%▲ | 16.7%▲ | 0.80x▼ |
| MUMicron Technology · Semiconductors | $133B | 256%▲ | 895%▲ | 74.6%▲ | 59%▲ | 0.02x▲ |
| AMDAdvanced Micro Devices · Semiconductors | $34.6B | 34.3%▲ | 164%▲ | 10.7%▲ | 5.5%▼ | 0.05x▲ |
| ASMLASML · Semiconductor equipment & materials | EUR 32.7B | 15.6%▲ | 26.9%▲ | 34.6%▲ | 43%▲ | 0.22x▲ |
| INTCIntel · Semiconductors | $52.9B | -0.5%▼ | – | -4.2%▼ | -1.2%▼ | 0.41x▲ |
| PLTRPalantir Technologies · Software - Infrastructure | $4.5B | 56.2%▲ | 252%▲ | 31.6%▲ | 18.3%▲ | – |
| CSCOCisco Systems · Communication equipment | $63.3B | 11.8%▼ | 30.3%▲ | 24.3%▲ | 17.4%▲ | 0.45x▲ |
| ORCLOracle · Software - Infrastructure | $67.4B | 17.3%▲ | 37.3%▲ | 30.6%▲ | 9.4%▲ | 3.05x▼ |
| LRCXLam Research · Semiconductor equipment & materials | $23.2B | 26%▲ | 35.6%▲ | 35.3%▲ | 46.6%▲ | 0.30x▲ |
| AMATApplied Materials · Semiconductor equipment & materials | $28.4B | 4.4%▼ | -2.5%▼ | 29.2%▲ | 29.3%▲ | 0.32x▲ |
| DELLDell Technologies · Computer hardware | $114B | 18.8%▲ | 29.3%▲ | 7.2%▼ | 21.4%▲ | – |
| PANWPalo Alto Networks · Software - Infrastructure | $11.5B | 24.5%▲ | -72.9%▼ | 6.1%▼ | 1.8%▼ | – |
| TXNTexas Instruments · Semiconductors | $17.7B | 13%▲ | 4.2%▼ | 34.1%▲ | 19.2%▲ | 0.86x▼ |
| ARMARM · Semiconductors | $4.9B | 22.8%▲ | 14.1%▲ | 18.3%▲ | 9.3%▲ | – |
| CRWDCrowdStrike · Software - Infrastructure | $4.8B | 21.7%▲ | – | -6.1%▼ | -4.2%▼ | 0.17x▲ |
| SAPSAP · Software - Application | EUR 36.8B | 7.7%▼ | 133%▲ | 26.1%▲ | 18.2%▲ | 0.14x▲ |
| TMOThermo Fisher Scientific · Scientific & technical instruments | $44.6B | 3.9%▼ | 5.8%▼ | 17.4%▲ | 8.1%▲ | 0.80x▼ |
| ANETArista Networks · Communication equipment | $9.0B | 28.6%▲ | 23.1%▲ | 42.8%▲ | 27.4%▲ | – |
| KLACKLA · Semiconductor equipment & materials | $13.6B | 11.7%▼ | 18.9%▲ | 43.4%▲ | 43.2%▲ | 0.93x▼ |
| MRVLMarvell Technology · Semiconductors | $8.2B | 42.1%▲ | – | 16.1%▲ | 6.9%▼ | 0.31x▲ |
| SHOPShopify · Software - Application | $11.6B | 30.1%▲ | -39%▼ | 12.7%▲ | 10.6%▲ | – |
| IBMInternational Business Machines · IT services | $67.5B | 7.6%▼ | 75.9%▲ | 18.2%▲ | 10.8%▲ | 1.88x▼ |
| APHAmphenol · Electronic components | $23.1B | 51.7%▲ | 76.2%▲ | 25.4%▲ | 19.9%▲ | 1.09x▼ |
| SNDKSandisk · Computer hardware | $20.2B | 175%▲ | – | 61.2%▲ | 73.2%▲ | 0.00x▲ |
| ADIAnalog Devices · Semiconductors | $11.0B | 16.9%▲ | 38.7%▲ | 26.6%▲ | 6.6%▼ | 0.24x▲ |
| CRMSalesforce · Software - Application | $41.5B | 9.6%▼ | 20.3%▲ | 20.1%▲ | 11.1%▲ | 0.24x▲ |
| QCOMQualcomm · Communication equipment | $44.3B | 13.7%▲ | -45.4%▼ | 27.9%▲ | 30.1%▲ | 0.70x▼ |
| STXSeagate Technology · Computer hardware | $12.2B | 34.1%▲ | 117%▲ | 33.6%▲ | 59.8%▲ | 1.65x▼ |
| DHRDanaher · Scientific & technical instruments | $24.6B | 2.9%▼ | -7.3%▼ | 19.1%▲ | 6.1%▼ | 0.35x▲ |
| NOWServiceNow · Software - Application | $13.3B | 20.9%▲ | 22.7%▲ | 13.7%▲ | 11.7%▲ | 0.12x▲ |
| SONYSony · Consumer electronics | JPY 12.48T | 3.7%▼ | -126%▼ | 11.6%▲ | 13.6%▲ | 0.11x▲ |
| UBERUber Technologies · Software - Application | $52.0B | 18.3%▲ | 2%▼ | 10.7%▲ | 11.2%▲ | 0.39x▲ |
| WDCWestern Digital · Computer hardware | $12.9B | 35.7%▲ | 399%▲ | 34.5%▲ | 46.3%▲ | 0.12x▲ |
| FTNTFortinet · Software - Infrastructure | $6.8B | 14.2%▲ | 6.2%▼ | 30.7%▲ | 38.9%▲ | 0.81x▼ |
| ACNAccenture · IT services | $74.2B | 6.5%▼ | 9%▼ | 15.4%▲ | 22.2%▲ | 0.32x▲ |
| SNOWSnowflake · Software - Infrastructure | $4.7B | 29.2%▲ | – | -30.6%▼ | -30.5%▼ | – |
| NETCloudflare · Software - Infrastructure | $2.2B | 29.8%▲ | – | -9.6%▼ | -5.6%▼ | – |
| TTTrane Technologies · Scientific & technical instruments | $21.3B | 7.5%▼ | 13.7%▼ | 18.6%▲ | 26.2%▲ | 0.54x▼ |
| ASXASE Technology · Semiconductors | TWD 645B | 8.4%▼ | 21.8%▲ | 8%▼ | 8%▼ | 0.69x▼ |
| DDOGDatadog · Software - Infrastructure | $3.4B | 27.7%▲ | -41.4%▼ | -1.3%▼ | -0.9%▼ | – |
| ADBEAdobe · Software - Infrastructure | $23.8B | 10.5%▼ | 28.2%▲ | 36.6%▲ | 45.1%▲ | 0.53x▼ |
| SNPSSynopsys · Software - Application | $7.1B | 15.1%▲ | -41.1%▼ | 13%▲ | 2.1%▼ | 0.48x▲ |
| CDNSCadence Design Systems · Software - Application | $5.3B | 14.1%▲ | 5.1%▼ | 28.2%▲ | 17.5%▲ | – |
| APPAppLovin · Software - Application | $5.5B | 70%▲ | 111%▲ | 75.8%▲ | 70.1%▲ | 1.65x▼ |
| VRTVertiv · Electronic components | $10.2B | 27.7%▲ | 169%▲ | 17.9%▲ | 23.4%▲ | 0.74x▼ |
| HPEHewlett Packard Enterprise · Computer hardware | $34.3B | 13.8%▲ | -97.8%▼ | -1.3%▼ | -0.9%▼ | 0.87x▼ |
| INTUIntuit · Software - Application | $21.4B | 13.9%▲ | 18%▲ | 27.4%▲ | 22.1%▲ | 0.40x▲ |
| LITELumentum · Communication equipment | $3.0B | 83.2%▲ | -26876%▼ | 17.4%▲ | 10.9%▲ | 0.35x▲ |
| NTESNetEase · Software - Application | CNY 113B | 7%▼ | 15%▲ | 31.8%▲ | 21.2%▲ | – |
| DASHDoorDash · Software - Application | $13.7B | 27.9%▲ | 660%▲ | 5.3%▼ | 5.4%▼ | – |
| MSIMotorola Solutions · Communication equipment | $11.7B | 8%▼ | 36.6%▲ | 25.6%▲ | 22.4%▲ | 3.49x▼ |
| MPWRMonolithic Power Systems · Semiconductors | $2.8B | 26.4%▲ | -61%▼ | 26.1%▲ | 19.1%▲ | – |
| KEYSKeysight Technologies · Scientific & technical instruments | $5.4B | 8%▼ | 38.4%▲ | 16.3%▲ | 9.3%▲ | 0.43x▲ |
| TELTE Connectivity · Electronics & computer distribution | $17.3B | 8.9%▼ | -42.3%▼ | 18.6%▲ | 16.1%▲ | 0.45x▲ |
| MSTRStrategy · Software - Application | $477M | 3%▼ | – | -1141%▼ | -8.9%▼ | 0.19x▲ |
| AMEAmetek Inc/ · Scientific & technical instruments | $7.4B | 6.6%▼ | 7.6%▼ | 25.8%▲ | 14.4%▲ | 0.21x▲ |
| TERTeradyne · Semiconductor equipment & materials | $3.2B | 13.1%▲ | 2.2%▼ | 20.4%▲ | 21.2%▲ | – |
| NXPINXP Semiconductors · Semiconductors | $12.3B | -2.7%▼ | -19.5%▼ | 24.8%▲ | 13.4%▲ | 1.22x▼ |
| UMCUnited Microelectronics · Semiconductors | TWD 238B | 2.3%▼ | -17.5%▼ | 18.5%▲ | 9.2%▲ | – |
| ALABAstera Labs · Semiconductors | $853M | 115%▲ | – | 20.3%▲ | 12.4%▲ | – |
| NOKNOKIA · Communication equipment | EUR 19.9B | 3.5%▼ | -48.6%▼ | 4.4%▼ | 3.2%▼ | 0.16x▲ |
| COHRCoherent · Scientific & technical instruments | $7.1B | 22.5%▲ | 1531%▲ | 11.9%▲ | 5.5%▼ | 0.30x▲ |
| TEAMAtlassian · Software - Application | $6.6B | 26%▲ | – | 0.2%▼ | 0.4%▼ | 0.93x▼ |
| CIENCIENA · Communication equipment | $4.8B | 18.8%▲ | 46.9%▲ | 4.1%▼ | 4.3%▼ | 0.56x▼ |
| NBISNebius · Software - Infrastructure | $530M | 479%▲ | – | -115%▼ | -5.6%▼ | 0.90x▼ |
| ADSKAutodesk · Software - Application | $7.2B | 17.5%▲ | 1.1%▼ | 21.9%▲ | 23.7%▲ | 0.82x▼ |
| PEverpure · Computer hardware | $3.7B | 15.6%▲ | 76.3%▲ | 3.1%▼ | 4.2%▼ | – |
| ROKRockwell Automation · Scientific & technical instruments | $8.3B | 0.9%▼ | -8.8%▼ | 20.4%▲ | 21.9%▲ | 0.72x▼ |
| INFYInfosys · IT services | $20.2B | 4.6%▼ | 4.9%▼ | 20.3%▲ | 37.4%▲ | – |
| WDAYWorkday · Software - Application | $9.6B | 13.1%▲ | 31.7%▲ | 7.5%▼ | 6.2%▼ | 0.38x▲ |
| NTAPNetApp · Computer hardware | $6.9B | 5.4%▼ | 7.6%▼ | 24.2%▲ | 24.9%▲ | 1.84x▼ |
| STMSTMicroelectronics · Semiconductors | $11.8B | -11.1%▼ | -89.3%▼ | 1.5%▼ | 0.8%▼ | 0.12x▲ |
| TWLOTwilio · Software - Infrastructure | $5.1B | 13.7%▲ | – | 3.1%▼ | 1.8%▼ | 0.13x▲ |
| CLSCelestica · Electronic components | $12.4B | 28.5%▲ | 94.5%▲ | 8.4%▼ | 31.8%▲ | 0.34x▲ |
| MCHPMicrochip Technology · Semiconductors | $4.7B | 7.1%▼ | – | 10.4%▲ | 3.7%▼ | 0.85x▼ |
| TTWOTake Two Interactive Software · Software - Application | $6.7B | 18.2%▲ | – | -1.6%▼ | -1.5%▼ | 0.72x▼ |
| OKTAOkta · Software - Infrastructure | $2.9B | 11.8%▼ | 739%▲ | 5.1%▼ | 2.1%▼ | – |
| FLEXFLEX · Electronic components | $27.9B | 8.1%▼ | 5%▼ | 4.9%▼ | 13.6%▲ | 0.73x▼ |
| UIUbiquiti · Communication equipment | $3.3B | 27.2%▲ | 34.9%▲ | 36.2%▲ | 75.4%▲ | – |
| ROPRoper Technologies · Scientific & technical instruments | $7.9B | 12.3%▼ | -0.8%▼ | 28.3%▲ | 7.2%▼ | 0.47x▲ |
| CRWVCoreWeave · Software - Infrastructure | $5.1B | 168%▲ | – | -0.9%▼ | -0.1%▼ | 6.41x▼ |
| ZSZscaler · Software - Infrastructure | $3.4B | 25.4%▲ | – | -4%▼ | -2.7%▼ | – |
| CRDOCredo Technology · Semiconductors | $1.3B | 206%▲ | 805%▲ | 33.3%▲ | 21.2%▲ | – |
| RBLXRoblox · Software - Application | $4.9B | 35.8%▲ | – | -25.2%▼ | -27.8%▼ | 2.56x▼ |
| ERICEricsson LM Telephone · Communication equipment | SEK 237B | -4.5%▼ | 7578%▲ | 16.3%▲ | 23%▲ | 0.30x▲ |
| JBLJABIL · Electronic components | $29.8B | 3.2%▼ | -52.7%▼ | 4%▼ | 24.5%▲ | 1.91x▼ |
| MDBMongoDB · Software - Infrastructure | $2.5B | 22.8%▲ | – | -5.6%▼ | -4.4%▼ | – |
| ONOn Semiconductor · Semiconductors | $6.0B | -15.3%▼ | -92.3%▼ | 1.4%▼ | 0.7%▼ | 0.39x▲ |
| CTSHCognizant Technology Solutions · IT services | $21.1B | 7%▼ | -0.4%▼ | 16.1%▲ | 19.9%▲ | 0.04x▲ |
| ZMZoom Communications · Software - Application | $4.9B | 4.4%▼ | 88.1%▲ | 23.1%▲ | 11.3%▲ | – |
| VRSNVerisign · Software - Infrastructure | $1.7B | 6.4%▼ | 5.1%▼ | 67.7%▲ | -15569%▼ | – |
| HPQHP · Computer hardware | $55.3B | 3.2%▼ | -8.9%▼ | 5.7%▼ | 25.4%▲ | – |
| GFSGlobalfoundries · Semiconductors | $6.8B | 0.6%▼ | – | 11.7%▲ | 5.4%▼ | 0.10x▲ |
| FFIVF5 · Communication equipment | $3.1B | 9.7%▼ | 22.2%▲ | 24.8%▲ | 16.3%▲ | – |
| QQnity Electronics · Semiconductors | $4.8B | 9.7%▼ | 0.7%▼ | 21.6%▲ | 8.1%▼ | 0.58x▼ |
| HUBBHubbell · Electronic components | $5.8B | 3.8%▼ | 13.9%▲ | 20.7%▲ | 18%▲ | 0.60x▼ |
| VLTOVeralto · Scientific & technical instruments | $5.5B | 6%▼ | 12.8%▼ | 23.2%▲ | 22.7%▲ | 0.86x▼ |
| IOTSamsara · IT services | $1.6B | 29.6%▲ | – | -3.2%▼ | -3.2%▼ | – |
| SMCISuper Micro Computer · Computer hardware | $39.1B | 77.8%▲ | 113%▲ | 7.1%▼ | 12.2%▲ | 0.28x▲ |
| TSEMTower Semiconductor · Semiconductors | $1.6B | 9.1%▼ | 6.1%▼ | 12.4%▲ | 6.3%▼ | 0.06x▲ |
| RBRKRubrik · Software - Infrastructure | $1.3B | 48.5%▲ | – | -26.2%▼ | -23.8%▼ | – |
| ENTGEntegris · Semiconductor equipment & materials | $3.2B | -1.4%▼ | -19.5%▼ | 14.3%▲ | 5.8%▼ | 0.94x▼ |
| MTSIMACOM Technology Solutions · Semiconductors | $967M | 32.6%▲ | -171%▼ | 13.4%▲ | 7.3%▼ | 0.38x▲ |
| PTCPTC · Software - Application | $2.7B | 19.2%▲ | 95%▲ | 35.9%▲ | 18.3%▲ | 0.31x▲ |
| SNXTD Synnex · Electronics & computer distribution | $62.5B | 6.9%▼ | 20.1%▲ | 2.3%▼ | 10.6%▲ | 0.55x▼ |
| FSLRFirst Solar · Semiconductors | $5.2B | 24.1%▲ | 18.3%▲ | 30.6%▲ | 14.4%▲ | 0.05x▲ |
| SSNCSS&C Technologies · Software - Application | $6.3B | 6.6%▼ | 4.8%▼ | 22.9%▲ | 9.2%▲ | 1.08x▼ |
| BRBroadridge Financial Solutions · IT services | $7.5B | 8.5%▼ | 33.9%▲ | 17.4%▲ | 17.3%▲ | 1.15x▼ |
| NTNXNutanix · Software - Infrastructure | $2.9B | 12.4%▼ | 700%▲ | 9.6%▼ | 8.1%▼ | – |
| CDWCDW · IT services | $22.4B | 6.8%▼ | -1%▼ | 7.4%▼ | 18.8%▲ | 2.16x▼ |
| DTDynatrace · Software - Infrastructure | $2.0B | 18.8%▲ | -66.4%▼ | 12.2%▲ | 8.6%▲ | – |
| UUnity Software · Software - Application | $1.8B | 2%▼ | – | -25.9%▼ | -9%▼ | – |
| SWKSSkyworks Solutions · Semiconductors | $4.1B | -2.2%▼ | -19.9%▼ | 12.2%▲ | 7.6%▼ | 0.17x▲ |
| WITWIPRO · IT services | INR 926B | 4%▼ | 0.4%▼ | 16.3%▲ | 14.9%▲ | 0.19x▲ |
| FTVFortive · Scientific & technical instruments | $4.2B | 1.9%▼ | -30.5%▼ | 17.3%▲ | 7.6%▼ | 0.50x▼ |
| LSCCLattice Semiconductor · Semiconductors | $523M | 2.7%▼ | -95%▼ | 2.1%▼ | 1.5%▼ | – |
| MKSIMKS · Semiconductor equipment & materials | $3.9B | 9.6%▼ | 55.3%▲ | 13.4%▲ | 6.7%▼ | 1.55x▼ |
| SITMSitime · Semiconductors | $327M | 61.2%▲ | – | -20.5%▼ | -5.5%▼ | – |
| FICOFair Isaac · Software - Application | $2.0B | 15.9%▲ | 27.1%▲ | 46.5%▲ | 90.8%▲ | – |
| LDOSLeidos · IT services | $17.1B | 3.2%▼ | 15.5%▲ | 12.3%▲ | 19.8%▲ | 0.95x▼ |
| GIBCGI · IT services | CAD 15.9B | 8.4%▼ | -2%▼ | 14.9%▲ | 16.4%▲ | 0.35x▲ |
| SMTCSemtech · Semiconductors | $1.0B | 15.5%▲ | – | 3.1%▼ | 2.9%▼ | 0.89x▼ |
| LOGILogitech International · Computer hardware | $4.8B | 6.3%▼ | 12.6%▼ | 16%▲ | 30.6%▲ | – |
| TYLTyler Technologies · Software - Application | $2.3B | 9.1%▼ | 20%▲ | 15.3%▲ | 9.2%▲ | 0.16x▲ |
| GENGen Digital · Software - Infrastructure | $5.0B | 27.1%▲ | 51.3%▲ | 42.4%▲ | 16.5%▲ | 3.14x▼ |
| FNFabrinet · Communication equipment | $4.6B | 35.7%▲ | 42.3%▲ | 10%▼ | 18.5%▲ | – |
| DOCUDocusign · Software - Application | $3.2B | 8.2%▼ | -71.1%▼ | 9.3%▼ | 13.6%▲ | – |
| TRMBTrimble · Scientific & technical instruments | $3.6B | -2.6%▼ | -71.8%▼ | 16.5%▲ | 7.6%▼ | 0.24x▲ |
| CHKPCheck Point Software Technologies · Software - Infrastructure | $2.7B | 6.3%▼ | 25%▲ | 30.5%▲ | 14.2%▲ | – |
| GWREGuidewire Software · Software - Application | $1.5B | 22.7%▲ | 99.5%▲ | 10.2%▼ | 7.8%▼ | 0.57x▼ |
| CACICACI International · IT services | $9.6B | 10.9%▼ | 7.2%▼ | 9.6%▼ | 8.9%▲ | 1.10x▼ |
| GDDYGoDaddy · IT services | $5.0B | 8.3%▼ | -6.6%▼ | 22.8%▲ | 22.4%▲ | 18x▼ |
| DOCNDigitalOcean · Software - Infrastructure | $901M | 15.5%▲ | 207%▲ | 17.4%▲ | 12.9%▲ | – |
| AKAMAkamai Technologies · Software - Infrastructure | $4.2B | 5.4%▼ | -10.5%▼ | 13.5%▲ | 5.4%▼ | – |
| NXTNextpower · Semiconductors | $3.6B | 20.3%▲ | 15.1%▲ | 19.6%▲ | 24%▲ | – |
| MANHManhattan Associates · Software - Application | $1.1B | 3.7%▼ | 0.7%▼ | 25.9%▲ | 73%▲ | – |
| IONQIonQ · IT services | $130M | 202%▲ | – | -487%▼ | -9.9%▼ | – |
| GRABGrab · Software - Application | $3.4B | 20.5%▲ | – | 1.9%▼ | 0.9%▼ | 0.31x▲ |
| ONTOONTO Innovation · Semiconductor equipment & materials | $1.0B | 1.8%▼ | -32.2%▼ | 13.2%▲ | 6.2%▼ | – |
| HUBSHubspot · Software - Application | $3.1B | 19.2%▲ | 892%▲ | 0.2%▼ | 0.3%▼ | – |
| FROGJFrog · Software - Infrastructure | $532M | 24.1%▲ | – | -17.3%▼ | -9.8%▼ | – |
| FIGFigma · Software - Application | $1.1B | 41%▲ | – | -122%▼ | -82.1%▼ | – |
| ARWArrow Electronics · Electronics & computer distribution | $30.9B | 10.5%▼ | 45.7%▲ | 2.7%▼ | 8%▼ | 0.47x▲ |
| VICRVICOR · Electronic components | $408M | 13.5%▲ | 1834%▲ | 20.1%▲ | 11.4%▲ | – |
| AMKRAmkor Technology · Semiconductor equipment & materials | $6.7B | 6.2%▼ | 5.6%▼ | 7%▼ | 7.3%▼ | 0.32x▲ |
| TTMITTM Technologies · Electronic components | $2.9B | 19%▲ | 215%▲ | 9.1%▼ | 9.2%▲ | 0.52x▼ |
| JKHYJack Henry & Associates · IT services | $2.5B | 7.1%▼ | 10.3%▼ | 25%▲ | 24.5%▲ | 0.02x▲ |
| SAILSailPoint · Software - Application | $1.1B | 24.4%▲ | – | -28.7%▼ | -4.4%▼ | 0.00x▲ |
| PAYCPaycom Software · Software - Application | $2.1B | 8.9%▼ | -9.7%▼ | 27.6%▲ | 25.4%▲ | – |
| NVMINOVA · Semiconductor equipment & materials | $881M | 31%▲ | 41.1%▲ | 28.8%▲ | 11.9%▲ | – |
| BSYBentley Systems · Software - Application | $1.5B | 11%▼ | 18.3%▲ | 24.1%▲ | 14%▲ | 1.05x▼ |
| SANMSanmina · Electronic components | $8.1B | 7.4%▼ | 10.5%▼ | 4.4%▼ | 11.7%▲ | 0.12x▲ |
| AEISAdvanced Energy Industries · Electronic components | $1.8B | 21.4%▲ | 174%▲ | 9.3%▼ | 10.8%▲ | 0.83x▼ |
| RMBSRambus · Semiconductors | $708M | 27.1%▲ | 28.2%▲ | 36.8%▲ | 18.5%▲ | – |
| AURAurora Innovation · IT services | $3M | – | – | -30033%▼ | -40.4%▼ | – |
| CGNXCognex · Scientific & technical instruments | $994M | 8.7%▼ | 7.8%▼ | 16.3%▲ | 8.9%▲ | – |
| ESTCElastic · Software - Infrastructure | $1.7B | 17.3%▲ | – | -1.9%▼ | -1.7%▼ | 0.45x▲ |
| VIAVViavi Solutions · Semiconductors | $1.5B | 40%▲ | -187%▼ | 6.9%▼ | 5.2%▼ | – |
| FORMFormfactor · Semiconductor equipment & materials | $785M | 2.8%▼ | -21.9%▼ | 7.3%▼ | 5.2%▼ | 0.01x▲ |
| YMMFull Truck Alliance · Software - Application | CNY 12.5B | 11.1%▼ | 42.8%▲ | 33.2%▲ | 10%▲ | – |
| GTLBGitlab · Software - Infrastructure | $955M | 25.8%▲ | – | -7.4%▼ | -6.6%▼ | – |
| PCTYPaylocity · Software - Application | $1.7B | 12.2%▼ | 18.8%▲ | 23.4%▲ | 26.4%▲ | 0.07x▲ |
| PCORProcore Technologies · Software - Application | $1.3B | 14.8%▲ | – | -9.4%▼ | -9.2%▼ | – |
| HNGEHinge Health · IT services | $588M | 50.6%▲ | – | -92.9%▼ | -143%▼ | – |
| ZETAZeta Global · Software - Application | $1.3B | 29.7%▲ | – | 0.4%▼ | 0.5%▼ | 0.24x▲ |
| NTSKNetskope · Software - Application | $709M | 31.7%▲ | – | -92%▼ | -59.8%▼ | – |
| SSentinelOne · Software - Infrastructure | $1.0B | 21.9%▲ | – | -32.1%▼ | -19.1%▼ | – |
| AVTAVNET · Electronics & computer distribution | $27.6B | 24.5%▲ | 39.2%▲ | 2.6%▼ | 9.1%▲ | 0.64x▼ |
| RALRalliant · Scientific & technical instruments | $2.1B | -4%▼ | -445%▼ | -57.2%▼ | -44.4%▼ | 0.70x▼ |
| DBXDropbox · Software - Application | $2.5B | -1.1%▼ | 12.4%▼ | 27.3%▲ | 72.4%▲ | – |
| SIMOSilicon Motion Technology · Semiconductors | $886M | 10.2%▼ | 37.4%▲ | 10.5%▲ | 10.5%▲ | – |
| SLABSilicon Laboratories · Semiconductors | $785M | 34.3%▲ | – | -9%▼ | -6.3%▼ | – |
| AAOIApplied Optoelectronics · Semiconductors | $456M | 82.8%▲ | – | -12%▼ | -6%▼ | 0.05x▲ |
| DSGXDescartes Systems · Software - Application | $729M | 12%▼ | 14.3%▲ | 28.8%▲ | 12.6%▲ | – |
| MXLMaxlinear · Semiconductors | $468M | 29.7%▲ | – | -27.1%▼ | -20.8%▼ | 0.27x▲ |
| APPFAppfolio · Software - Application | $951M | 19.7%▲ | -30.9%▼ | 16.1%▲ | 26.3%▲ | – |
| DUOLDuolingo · Software - Application | $1.0B | 38.7%▲ | 367%▲ | 13.1%▲ | 9.4%▲ | – |
| NICENICE · Software - Application | $2.9B | 7.7%▼ | 39.3%▲ | 21.9%▲ | 15.3%▲ | – |
| GLBEGlobal-E Online · Software - Application | $962M | 27.8%▲ | – | 7.4%▼ | 7.5%▼ | – |
| RNGRingCentral · Software - Application | $2.5B | 4.8%▼ | – | 4.8%▼ | 45.9%▲ | – |
| NAVNNavan · Software - Application | $702M | 30.8%▲ | – | -28%▼ | -14.2%▼ | 0.10x▲ |
| QLYSQualys · Software - Infrastructure | $669M | 10.1%▼ | 14.2%▲ | 33.2%▲ | 35.4%▲ | – |
| CVLTCommvault Systems · Software - Application | $1.2B | 18.9%▲ | -7.2%▼ | 6.3%▼ | 6%▼ | – |
| LYFTLyft · Software - Application | $5.9B | 9.9%▼ | 12382%▲ | -3.2%▼ | -4.2%▼ | 0.32x▲ |
| ESEEsco Technologies · Communication equipment | $1.1B | 19.2%▲ | 194%▲ | 15.6%▲ | 9%▲ | 0.12x▲ |
| DOXAmdocs · IT services | $4.5B | -9.4%▼ | 14.5%▲ | 16.1%▲ | 15%▲ | 0.19x▲ |
| PLXSPlexus · Electronic components | $4.0B | 1.8%▼ | 54.6%▲ | 5%▼ | 12.5%▲ | – |
| MBLYMobileye Global · Software - Application | $1.9B | 14.5%▲ | – | -23.2%▼ | -3.6%▼ | – |
| EPAMEPAM Systems · IT services | $5.5B | 15.4%▲ | -16.9%▼ | 9.5%▼ | 13.2%▲ | 0.01x▲ |
| TTDTrade Desk · Software - Application | $2.9B | 18.5%▲ | 12.8%▼ | 20.3%▲ | 20.4%▲ | – |
| OTEXOpen Text · IT services | $5.2B | 1.5%▼ | 47.5%▲ | 20.6%▲ | 10.3%▲ | 1.44x▼ |
| INGMIngram Micro · Electronics & computer distribution | $52.6B | 9.5%▼ | 24.1%▲ | 1.7%▼ | 11.6%▲ | 0.75x▼ |
| APLDApplied Digital · IT services | $611M | 324%▲ | – | -38.7%▼ | -2.7%▼ | 2.89x▼ |
| CAMTCamtek · Semiconductor equipment & materials | $496M | 15.6%▲ | -57.2%▼ | 25.8%▲ | 11.1%▲ | – |
| PEGAPegasystems · Software - Application | $1.7B | 16.6%▲ | 297%▲ | 15.1%▲ | 29.4%▲ | – |
| EXLSExlService · IT services | $2.1B | 13.6%▲ | 26.6%▲ | 15%▲ | 22.8%▲ | 0.33x▲ |
| STSensata Technologies · Scientific & technical instruments | $3.7B | -5.8%▼ | -75.6%▼ | 6.4%▼ | 4%▼ | 1.02x▼ |
| ALGMAllegro Microsystems · Semiconductors | $890M | 22.8%▲ | – | 2.1%▼ | 1.5%▼ | 0.30x▲ |
| PIImpinj · Electronic components | $361M | -1.4%▼ | -127%▼ | -0.2%▼ | -0.2%▼ | 1.34x▼ |
| SAICScience Applications International · IT services | $7.3B | -2.9%▼ | -1.1%▼ | 7.2%▼ | 11.9%▲ | 1.66x▼ |
| WAYWaystar · IT services | $1.1B | 16.5%▲ | – | 22.7%▲ | 4.5%▼ | 0.38x▲ |
| CRUSCirrus Logic · Semiconductors | $2.0B | 5.3%▼ | 25%▲ | 23%▲ | 20.1%▲ | – |
| BOXBox · Software - Application | $1.2B | 8%▼ | -52.8%▼ | 7.1%▼ | 11.2%▲ | – |
| KVYOKlaviyo · Software - Application | $1.2B | 31.6%▲ | – | -5.5%▼ | -5.2%▼ | – |
| VRNSVaronis Systems · Software - Application | $624M | 13.2%▲ | – | -23.5%▼ | -12.9%▼ | – |
| ACIWAci Worldwide · Software - Application | $1.8B | 10.4%▼ | 11.6%▼ | 18.7%▲ | 13.8%▲ | 0.54x▼ |
| GDSGDS · IT services | CNY 11.4B | 10.8%▼ | -72.3%▼ | -0.5%▼ | -0.1%▼ | 1.00x▼ |
| NSITInsight Enterprises · IT services | $8.2B | -5.2%▼ | -37%▼ | 4.1%▼ | 8.4%▲ | 0.83x▼ |
| BBBlackberry · Software - Application | $549M | 2.7%▼ | – | 8.8%▼ | 4.9%▼ | 0.26x▲ |
| SYNASynaptics · Semiconductors | $1.2B | 11.4%▼ | – | -5.6%▼ | -4.8%▼ | 0.90x▼ |
| MRCYMercury Systems · Electronic components | $984M | 7.9%▼ | – | 0%▼ | 0%▼ | – |
| PSNParsons · IT services | $6.4B | -5.7%▼ | 2.6%▼ | 6.6%▼ | 9.9%▲ | 0.47x▲ |
| QBTSD-Wave Quantum · IT services | $25M | 179%▲ | – | -408%▼ | -11.2%▼ | 0.04x▲ |
| YOUClear Secure · Software - Application | $901M | 16.9%▲ | -35.7%▼ | 20.7%▲ | 34.3%▲ | – |
| CCCCCC Intelligent Solutions · Software - Application | $1.1B | 11.9%▼ | -94.6%▼ | 8.9%▼ | 2.8%▼ | 0.72x▼ |
| VSHVishay Intertechnology · Electronic components | $3.1B | 4.5%▼ | – | 1.9%▼ | 1.6%▼ | 0.46x▲ |
| KLICKulicke & Soffa Industries · Semiconductors | $654M | -7.4%▼ | – | -0.5%▼ | -0.4%▼ | – |
| VNTVontier · Scientific & technical instruments | $3.1B | 3.2%▼ | -3.8%▼ | 18.3%▲ | 18.2%▲ | 1.68x▼ |
| ACMRACM Research · Semiconductor equipment & materials | $901M | 15.2%▲ | -9.2%▼ | 12.1%▲ | 5.1%▼ | 0.15x▲ |
| TENBTenable · Software - Infrastructure | $999M | 11%▼ | – | -0.9%▼ | -1%▼ | – |
| AXTIAXT · Semiconductors | $88M | -11.1%▼ | – | -24.9%▼ | -6.4%▼ | – |
| FSLYFastly · Software - Application | $624M | 14.8%▲ | – | -19.1%▼ | -9.1%▼ | 0.39x▲ |
| DIODDiodes · Semiconductors | $1.5B | 13%▲ | 50.2%▲ | 2.4%▼ | 1.7%▼ | 0.01x▲ |
| MIRMirion Technologies · Scientific & technical instruments | $925M | 7.5%▼ | – | 5.6%▼ | 1.6%▼ | 0.24x▲ |
| WKWorkiva · Software - Application | $885M | 19.7%▲ | – | -4.8%▼ | -5.6%▼ | – |
| RGTIRigetti Computing · IT services | $7M | -34.3%▼ | – | -1194%▼ | -12.9%▼ | – |
| ENPHEnphase Energy · Semiconductors | $1.5B | 10.7%▼ | 67.7%▲ | 10.7%▲ | 7%▼ | 1.11x▼ |
| BMIBadger Meter · Scientific & technical instruments | $917M | 10.9%▼ | 13.4%▼ | 20%▲ | 22.3%▲ | – |
| BILLBILL · Software - Application | $1.7B | 13%▲ | -147%▼ | -4.4%▼ | -1.4%▼ | 0.52x▼ |
| QTWOQ2 · Software - Application | $795M | 14.1%▲ | – | 5%▼ | 5.4%▼ | – |
| ACLSAxcelis Technologies · Semiconductor equipment & materials | $839M | -17.6%▼ | -40.2%▼ | 14.2%▲ | 10.3%▲ | – |
| MNDYmonday.com · Software - Application | $1.2B | 26.7%▲ | 267%▲ | -0.1%▼ | -0.1%▼ | – |
| ITRIITRON · Scientific & technical instruments | $2.4B | -3%▼ | 25.9%▲ | 13.2%▲ | 11.6%▲ | 0.73x▼ |
| ONDSOndas · Communication equipment | $51M | 605%▲ | – | -115%▼ | -5.9%▼ | – |
| FRSHFreshworks · Software - Application | $839M | 16.4%▲ | – | 1.6%▼ | 1.2%▼ | – |
| PENGPenguin Solutions · Semiconductors | $1.4B | 16.9%▲ | – | 4.2%▼ | 5.1%▼ | 1.17x▼ |
| OLEDUniversal Display · Electronic components | $651M | 0.5%▼ | 9%▼ | 38.2%▲ | 13.4%▲ | – |
| MGNIMagnite · Software - Application | $714M | 6.9%▼ | 535%▲ | 13.7%▲ | 7.4%▼ | 0.60x▼ |
| NATLNCR Atleos · Computer hardware | $4.4B | 1.1%▼ | 102%▲ | 11%▲ | 12.7%▲ | 6.84x▼ |
| LIFLife360 · IT services | $489M | 31.8%▲ | – | 3.8%▼ | 2.2%▼ | – |
| FAFirst Advantage · IT services | $1.6B | 83%▲ | – | 8.4%▼ | 3.7%▼ | 1.58x▼ |
| BRZEBraze · Software - Application | $738M | 24.4%▲ | – | -19.6%▼ | -20.9%▼ | – |
| IPGPIpg Photonics · Semiconductors | $1.0B | 2.7%▼ | – | 1.3%▼ | 0.6%▼ | – |
| WIXWix.com · Software - Application | $2.0B | 13.2%▲ | -63.4%▼ | 0.1%▼ | 0.1%▼ | – |
| OSISOsi Systems · Semiconductors | $1.8B | 4.3%▼ | 3.4%▼ | 12.3%▲ | 11%▲ | 1.20x▼ |
| SPSCSPS Commerce · Software - Application | $752M | 17.8%▲ | 21.1%▲ | 15.7%▲ | 11.6%▲ | – |
| AGYSAgilysys · IT services | $319M | 15.9%▲ | 67%▲ | 13.5%▲ | 12.1%▲ | 0.00x▲ |
| INTAIntapp · Software - Application | $578M | 14.6%▲ | – | -6.9%▼ | -11.5%▼ | – |
| EXTRExtreme Networks · Communication equipment | $1.3B | 12.6%▲ | – | 4.9%▼ | 10.7%▲ | 1.85x▼ |
| AVPTAvePoint · Software - Application | $419M | 26.9%▲ | – | 7.9%▼ | 6.4%▼ | – |
| KNKnowles · Consumer electronics | $593M | 7.2%▼ | – | 11.9%▲ | 7.4%▼ | 0.15x▲ |
| IMAXIMAX · Consumer electronics | $410M | 16.5%▲ | 33.8%▲ | 20.5%▲ | – | – |
| VECOVeeco Instruments · Semiconductor equipment & materials | $664M | -7.4%▼ | -52%▼ | 5.4%▼ | 3.1%▼ | 0.26x▲ |
| NTCTNetscout Systems · IT services | $859M | 4.5%▼ | – | 12.8%▲ | 5.8%▼ | – |
| ALRMAlarm.com · Software - Application | $1.0B | 7.6%▼ | 7.4%▼ | 13.2%▲ | 9.1%▲ | 0.58x▼ |
| TDCTeradata · Software - Application | $1.7B | -5%▼ | 14%▲ | 12.3%▲ | 23.7%▲ | 1.98x▼ |
| COHUCOHU · Semiconductor equipment & materials | $453M | 12.7%▲ | – | -15.4%▼ | -6.2%▼ | 0.38x▲ |
| CLBTCellebrite DI · Software - Application | $476M | 18.6%▲ | – | 14%▲ | 11.7%▲ | – |
| APPNAppian · Software - Application | $727M | 17.8%▲ | – | 0.1%▼ | 0.3%▼ | – |
| DGIIDigi International · Communication equipment | $430M | 1.5%▼ | 81.3%▲ | 13.1%▲ | 6.9%▼ | 0.25x▲ |
| BHEBenchmark Electronics · Electronic components | $2.7B | -0.4%▼ | -59.3%▼ | 2.8%▼ | 5.3%▼ | 0.19x▲ |
| AMBAAmbarella · Semiconductors | $391M | 37.2%▲ | – | -21.1%▼ | -13.3%▼ | – |
| LPLLG Display · Electronic components | KRW 25.81T | -3%▼ | – | 4.7%▼ | 7%▼ | 1.45x▼ |
| VIAVia Transportation · Software - Application | $434M | 28.6%▲ | – | -17.6%▼ | -12%▼ | – |
| KCKingsoft Cloud · Software - Application | CNY 9.6B | 22.8%▲ | – | -8.1%▼ | -4.5%▼ | 0.68x▼ |
| BELFABel Fuse · Electronic components | $675M | 26.3%▲ | 50.2%▲ | 16.4%▲ | 13.7%▲ | 0.46x▲ |
| UCTTUltra Clean · Semiconductors | $2.1B | -2.1%▼ | -865%▼ | -5.2%▼ | -7.5%▼ | 0.67x▼ |
| KDKyndryl · IT services | $15.1B | 0.2%▼ | -21.4%▼ | 3.3%▼ | 8.1%▼ | 4.85x▼ |
| FIVNFive9 · Software - Application | $1.1B | 10.3%▼ | – | 2.5%▼ | 1.8%▼ | – |
| POWIPower Integrations · Semiconductors | $444M | 5.9%▼ | -31.5%▼ | 2.3%▼ | 1.5%▼ | – |
| PLUSEPLUS · Electronics & computer distribution | $2.4B | 22.1%▲ | 26.8%▲ | 6.8%▼ | 14.3%▲ | – |
| NVTSNavitas Semiconductor · Semiconductors | $46M | -44.9%▼ | – | -235%▼ | -24%▼ | – |
| IMOSChipmos Technologies · Semiconductors | TWD 23.9B | 5.5%▼ | -61.7%▼ | 4.8%▼ | 3.3%▼ | 0.52x▼ |
| ADEAAdeia · Software - Application | $443M | 17.9%▲ | 71.9%▲ | 39.5%▲ | 18.2%▲ | 0.87x▼ |
| CNXNPC Connection · Electronics & computer distribution | $2.9B | 2.5%▼ | -3.9%▼ | 3.5%▼ | 10.7%▲ | – |
| AEHRAEHR Test Systems · Scientific & technical instruments | $50M | -15.2%▼ | – | -28.3%▼ | -6.2%▼ | – |
| RAMPLiveRamp · IT services | $813M | 9%▼ | – | 10.3%▲ | 8.1% | – |
| PBIPitney Bowes · Computer hardware | $1.9B | -6.6%▼ | – | – | – | – |
| ASANAsana · Software - Application | $791M | 9.2%▼ | – | -25%▼ | -57.5%▼ | – |
| PONYPony AI · IT services | $90M | 20%▲ | – | -290%▼ | -15.2%▼ | – |
| BLKBBlackbaud · Software - Application | $1.1B | -2.3%▼ | – | 16.9%▲ | 15.8%▲ | 13x▼ |
| DBDDiebold Nixdorf · Computer hardware | $3.8B | 1.5%▼ | – | 6.4%▼ | 9.7%▲ | 0.85x▼ |
| LASRNlight · Semiconductors | $261M | 31.6%▲ | – | -10.2%▼ | -10.6%▼ | – |
| NCNOnCino · Software - Application | $595M | 10%▼ | – | 0.6%▼ | 0.3%▼ | 0.20x▲ |
| SONOSonos · Consumer electronics | $1.4B | -4.9%▼ | – | -3.5%▼ | -10.7%▼ | – |
| HIMXHimax Technologies · Semiconductors | $832M | -8.2%▼ | -43.2%▼ | 5.3%▼ | 4.7%▼ | – |
| VERXVertex · Software - Application | $748M | 12.2%▼ | – | 0.3%▼ | 0.3%▼ | 1.30x▼ |
| DXCDXC Technology · IT services | $12.6B | -1.8%▼ | -95.4%▼ | 7.7%▼ | 10.8%▲ | 1.03x▼ |
| AMPLAmplitude · Software - Application | $343M | 14.7%▲ | – | -24.9%▼ | -33.3%▼ | – |
| SOUNSoundhound AI · Software - Application | $169M | 99.4%▲ | – | -13.8%▼ | -3.8%▼ | – |