Global The Millennials Thematic

Samsung Electronics

Market Cap: ₩1179.6t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.

Netflix

Market Cap: US$416.6b

Provides entertainment services worldwide.

Palantir Technologies

Market Cap: US$355.1b

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.

SAP

Market Cap: €173.8b

Provides enterprise application and business solutions worldwide.

Amphenol

Market Cap: US$157.3b

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

Foxconn Industrial Internet

Market Cap: CN¥1.0t

Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.

AppLovin

Market Cap: US$130.3b

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

Corning

Market Cap: US$127.1b

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.

Intuit

Market Cap: US$116.8b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

Delta Electronics

Market Cap: NT$3.7t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Sandisk

Market Cap: US$103.6b

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.

Delta Electronics (Thailand)

Market Cap: ฿3.4t

Researches and develops, manufactures, and distributes electronic products.

Xiaomi

Market Cap: HK$798.7b

An investment holding company, engages in the development and sales of smartphones in Mainland China and internationally.

Spotify Technology

Market Cap: US$100.6b

Provides audio streaming subscription services worldwide.

Western Digital

Market Cap: US$100.0b

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.

Seagate Technology Holdings

Market Cap: US$96.2b

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

Cadence Design Systems

Market Cap: US$77.0b

Develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions.

Synopsys

Market Cap: US$75.8b

Provides design IP solutions in the semiconductor and electronics industries.

Eoptolink Technology

Market Cap: CN¥452.6b

Engages in the research and development, production, and sale of optical modules for optical communication applications in China and internationally.

Nintendo

Market Cap: JP¥10.0t

Develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally.

Electronic Arts

Market Cap: US$51.0b

Develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide.

Coherent

Market Cap: US$50.4b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Autodesk

Market Cap: US$50.2b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Murata Manufacturing

Market Cap: JP¥6.9t

Develops, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.

Datadog

Market Cap: US$42.6b

Operates an observability and security platform for cloud applications in the United States and internationally.

Strategy

Market Cap: US$41.4b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

TKO Group Holdings

Market Cap: US$39.6b

Operates as a sports and entertainment company.

Constellation Software

Market Cap: CA$51.7b

Acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.

Take-Two Interactive Software

Market Cap: US$37.0b

Develops, publishes, and markets interactive entertainment solutions for consumers worldwide.

Live Nation Entertainment

Market Cap: US$36.2b

Operates as a live entertainment company worldwide.

Quanta Computer

Market Cap: NT$1.1t

Manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Workday

Market Cap: US$34.0b

Provides enterprise cloud applications in the United States and internationally.

Celestica

Market Cap: CA$47.2b

Provides supply chain solutions in Asia, North America, and internationally.

Victory Giant Technology (Huizhou)

Market Cap: CN¥227.7b

Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.

Hewlett Packard Enterprise

Market Cap: US$32.7b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Elite Material

Market Cap: NT$997.9b

Engages in the manufacturing and sales of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally.