Global The Millennials Thematic

Netflix

Market Cap: US$471.3b

Provides entertainment services.

Samsung Electronics

Market Cap: ₩653.9t

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

Palantir Technologies

Market Cap: US$414.7b

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.

AppLovin

Market Cap: US$188.5b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Intuit

Market Cap: US$184.7b

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

Foxconn Industrial Internet

Market Cap: CN¥1.3t

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

Amphenol

Market Cap: US$163.7b

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

Xiaomi

Market Cap: HK$1.1t

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

Spotify Technology

Market Cap: US$131.0b

Provides audio streaming subscription services worldwide.

Nintendo

Market Cap: JP¥15.6t

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

Keyence

Market Cap: JP¥13.3t

Manufactures and sells electronic application equipment.

Cadence Design Systems

Market Cap: US$85.7b

Provides software, hardware, and other services worldwide.

Delta Electronics (Thailand)

Market Cap: ฿2.7t

Researches and develops, manufactures, and distributes electronic products.

Delta Electronics

Market Cap: NT$2.4t

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

Synopsys

Market Cap: US$72.4b

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

Roblox

Market Cap: US$71.8b

Operates an immersive platform for connection and communication in the United States and internationally.

Corning

Market Cap: US$70.4b

Operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.

Datadog

Market Cap: US$64.9b

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

Autodesk

Market Cap: US$63.7b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Workday

Market Cap: US$61.6b

Provides enterprise cloud applications in the United States and internationally.

Seagate Technology Holdings

Market Cap: US$56.3b

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

Western Digital

Market Cap: US$54.0b

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.

Constellation Software

Market Cap: CA$70.8b

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

Electronic Arts

Market Cap: US$50.1b

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

Veeva Systems

Market Cap: US$48.1b

Provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.

Eoptolink Technology

Market Cap: CN¥309.3b

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

Take-Two Interactive Software

Market Cap: US$43.4b

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

Atlassian

Market Cap: US$39.9b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Sandisk

Market Cap: US$37.2b

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.

Murata Manufacturing

Market Cap: JP¥5.7t

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

TKO Group Holdings

Market Cap: US$35.9b

Operates as a sports and entertainment company.

Celestica

Market Cap: CA$50.0b

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

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.

Victory Giant Technology (HuiZhou)Co.Ltd

Market Cap: CN¥242.2b

Victory Giant Technology (HuiZhou)Co.,Ltd.

Live Nation Entertainment

Market Cap: US$31.5b

Operates as a live entertainment company worldwide.

AVIC Chengdu Aircraft

Market Cap: CN¥223.3b

Engages in the research, development, manufacture, sale, maintenance, and support of intelligent measurement and control products for the military and civilian fields in China and internationally.