Technologie informacyjne
Firmy: 635, branże: 41 · łączna kapitalizacja $31,29 bln
Mediana wzrostu przychodów
9,6%
Mediana marży operacyjnej
−0,5%
Mediana marży FCF
7,6%
Mediana zwrotu z kapitału
4,3%
Mediana C/Z
27,5x
Services-Prepackaged Software · 152
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Sap Se SAP | $279,8 mld | $41,5 mld | 12,2% | 26,1% | 15,5% | 34,6x | 1,0% |
| MongoDB, Inc. MDB | $30,4 mld | $2,5 mld | 22,8% | −5,6% | — | — | 2,4% |
| CoreWeave, Inc. CRWV | $29,9 mld | $5,1 mld | 167,9% | −0,9% | −0,2% | — | 2,5% |
| SS&C Technologies Holdings Inc SSNC | $20,1 mld | $6,3 mld | 6,6% | 22,9% | 8,5% | 23,9x | 7,3% |
| Figma, Inc. FIG | $13,0 mld | $1,1 mld | 41,0% | −122,2% | — | — | 2,2% |
| Paycom Software, Inc. PAYC | $12,6 mld | $2,1 mld | 8,9% | 27,6% | — | 29,2x | 0,7% |
| SailPoint, Inc. SAIL | $12,4 mld | $1,1 mld | 24,4% | −28,7% | −3,7% | — | 8,6% |
| JFrog Ltd FROG | $12,3 mld | $532 mln | 24,1% | −17,3% | — | — | 7,2% |
| Elastic N.V. ESTC | $10,7 mld | $1,7 mld | 17,3% | −1,9% | −5,5% | 29,3x | 4,3% |
| Netskope Inc NTSK | $9,8 mld | $709 mln | 31,7% | −92,0% | — | — | 9,4% |
| Procore Technologies, Inc. PCOR | $9,6 mld | $1,3 mld | 14,8% | −9,4% | — | — | 1,1% |
| Zeta Global Holdings Corp. ZETA | $8,7 mld | $1,3 mld | 29,7% | 0,4% | 0,6% | — | 1,4% |
| ServiceTitan, Inc. TTAN | $8,3 mld | $961 mln | 24,5% | −17,6% | −12,2% | — | 2,2% |
| SentinelOne, Inc. S | $8,2 mld | $1,0 mld | 21,9% | −32,1% | — | — | 6,7% |
| Navan, Inc. NAVN | $6,9 mld | $702 mln | 30,8% | −28,0% | −26,3% | — | 3,6% |
| Klaviyo, Inc. KVYO | $6,3 mld | $1,2 mld | 31,6% | −5,5% | — | — | 2,5% |
| Box Inc BOX | $6,0 mld | $1,2 mld | 8,0% | 7,1% | — | 63,5x | 0,9% |
| Aci Worldwide, Inc. ACIW | $5,7 mld | $1,8 mld | 10,4% | 18,7% | 11,4% | 25,8x | 0,6% |
| Varonis Systems Inc VRNS | $5,6 mld | $624 mln | 13,2% | −23,5% | — | — | 0,0% |
| Braze, Inc. BRZE | $5,1 mld | $738 mln | 24,4% | −19,6% | — | — | 0,0% |
| Tenable Holdings, Inc. TENB | $5,1 mld | $999 mln | 11,0% | −0,9% | — | — | 6,2% |
| Workiva Inc WK | $4,8 mld | $885 mln | 19,7% | −4,8% | — | 103,4x | 0,9% |
| Q2 Holdings, Inc. QTWO | $4,5 mld | $795 mln | 14,1% | 5,0% | — | 49,2x | 0,1% |
| CCC Intelligent Solutions Holdings Inc. CCC | $4,5 mld | $1,1 mld | 11,9% | 8,9% | 2,1% | — | 0,4% |
| Freshworks Inc. FRSH | $4,2 mld | $839 mln | 16,4% | 1,6% | — | 24,6x | 1,1% |
| Fastly, Inc. FSLY | $3,8 mld | $624 mln | 14,8% | −19,1% | −10,1% | — | 8,7% |
| Intapp, Inc. INTA | $3,8 mld | $578 mln | 14,6% | −6,9% | — | — | 1,7% |
| Appian Corp APPN | $3,8 mld | $727 mln | 17,8% | 0,1% | 6,0% | — | 2,3% |
| AvePoint, Inc. AVPT | $3,6 mld | $419 mln | 26,9% | 7,9% | — | 53,3x | 2,7% |
| Alarm.com Holdings, Inc. ALRM | $3,6 mld | $1,0 mld | 7,6% | 13,2% | — | 28,4x | 2,6% |
| Sps Commerce Inc SPSC | $3,4 mld | $752 mln | 17,8% | 15,7% | — | 44,5x | 0,8% |
| Teradata Corp /De/ TDC | $3,4 mld | $1,7 mld | −5,0% | 12,3% | 77,6% | 7,3x | 2,0% |
| Via Transportation, Inc. VIA | $3,0 mld | $434 mln | 28,6% | −17,6% | — | — | 2,9% |
| Blackbaud Inc BLKB | $2,5 mld | $1,1 mld | −2,3% | 16,9% | 14,4% | 17,4x | 1,7% |
| nCino, Inc. NCNO | $2,4 mld | $595 mln | 10,0% | 0,6% | 0,3% | 77,2x | 0,7% |
| Blackline, Inc. BL | $2,4 mld | $700 mln | 7,2% | 3,6% | — | 62,1x | 1,3% |
| Amplitude, Inc. AMPL | $2,3 mld | $343 mln | 14,7% | — | — | — | 2,1% |
| Marqeta, Inc. MQ | $2,0 mld | $625 mln | 23,3% | −7,4% | — | — | 2,6% |
| Karooooo Ltd. KARO | $2,0 mld | $313 mln | 25,4% | 25,8% | 37,2% | 34,8x | 0,7% |
| Soundhound Ai, Inc. SOUN | $1,9 mld | $169 mln | 99,4% | −13,8% | — | — | 1,6% |
| C3.ai, Inc. AI | $1,9 mld | $250 mln | −35,7% | −199,2% | — | — | 3,6% |
| Progress Software Corp /Ma PRGS | $1,9 mld | $978 mln | 29,8% | 15,7% | 7,7% | 21,4x | 1,0% |
| Nayax Ltd. NYAX | $1,8 mld | $400 mln | 27,5% | 9,4% | 16,7% | 51,4x | 1,4% |
| Alkami Technology, Inc. ALKT | $1,7 mld | $444 mln | 32,9% | −12,1% | — | — | 0,5% |
| EverCommerce Inc. EVCM | $1,7 mld | $589 mln | 4,8% | 10,1% | 4,6% | 48,6x | 0,3% |
| Pdf Solutions Inc PDFS | $1,6 mld | $219 mln | 22,0% | 2,7% | 1,3% | 157,3x | 0,4% |
| Sprinklr, Inc. CXM | $1,6 mld | $857 mln | 7,6% | 4,7% | — | 66,9x | 0,0% |
| Opera Ltd OPRA | $1,6 mld | $615 mln | 27,9% | 14,7% | — | 14,6x | 2,2% |
| Lightspeed Commerce Inc. LSPD | $1,5 mld | $1,2 mld | 14,0% | −12,4% | — | — | 0,7% |
| Exzeo Group, Inc. XZO | $1,5 mld | $217 mln | 62,0% | 48,8% | — | 17,1x | 0,5% |
| Quantum Computing Inc. QUBT | $1,5 mld | $0,7 mln | 82,8% | −7 489,3% | — | — | 0,5% |
| Bandwidth Inc. BAND | $1,5 mld | $754 mln | 0,7% | −1,9% | −2,1% | — | 9,1% |
| PagerDuty, Inc. PD | $1,4 mld | $493 mln | 5,4% | 1,2% | 2,9% | 8,6x | 1,5% |
| Red Violet, Inc. RDVT | $1,2 mld | $90,3 mln | 20,0% | 14,6% | — | 71,5x | 3,5% |
| BigBear.ai Holdings, Inc. BBAI | $1,0 mld | $128 mln | −19,3% | −167,5% | −26,1% | — | 0,5% |
| Tuya Inc. TUYA | $1,0 mld | $322 mln | 7,8% | 3,6% | — | 18,3x | 1,2% |
| Rapid7, Inc. RPD | $1,0 mld | $860 mln | 1,9% | 1,3% | — | 48,1x | 1,2% |
| N-able, Inc. NABL | $968 mln | $509 mln | 9,3% | 6,7% | 2,5% | — | 4,1% |
| Docebo Inc. DCBO | $908 mln | $243 mln | 11,9% | 9,6% | — | 24,1x | 1,3% |
| Sprout Social, Inc. SPT | $775 mln | $458 mln | 12,7% | −9,5% | −23,2% | — | 1,9% |
| Hello Group Inc. MOMO | $762 mln | $1,4 mld | −1,7% | 13,1% | 15,2% | 6,8x | 0,9% |
| Consensus Cloud Solutions, Inc. CCSI | $719 mln | $350 mln | −0,2% | 43,0% | 22,4% | 7,6x | 1,2% |
| Grid Dynamics Holdings, Inc. GDYN | $718 mln | $412 mln | 17,5% | −0,5% | — | — | 1,1% |
| Cognyte Software Ltd. CGNT | $712 mln | $400 mln | 14,1% | 3,3% | — | — | 5,2% |
| Weave Communications, Inc. WEAV | $589 mln | $239 mln | 17,0% | −12,8% | — | — | 0,1% |
| Backblaze, Inc. BLZE | $507 mln | $146 mln | 14,3% | −16,2% | — | — | 3,1% |
| PLAYSTUDIOS, Inc. MYPS | $485 mln | $235 mln | −18,8% | −10,2% | — | — | 0,5% |
| 3D Systems Corp DDD | $453 mln | $387 mln | −12,1% | −24,8% | −28,6% | — | 0,3% |
| Cerence Inc. CRNC | $398 mln | $252 mln | −24,0% | −0,9% | — | — | 3,6% |
| i3 Verticals, Inc. IIIV | $339 mln | $213 mln | 11,5% | 1,8% | 0,8% | 24,1x | 0,4% |
| CS Disco, Inc. LAW | $327 mln | $157 mln | 8,3% | −30,7% | — | — | 2,8% |
| Commerce.com, Inc. CMRC | $295 mln | $342 mln | 2,8% | −4,7% | −23,2% | — | 3,0% |
| Xperi Inc. XPER | $251 mln | $448 mln | −9,2% | −9,8% | −10,0% | — | 0,6% |
| Expensify, Inc. EXFY | $247 mln | $142 mln | 2,1% | −12,7% | — | — | 1,6% |
| Kaltura Inc KLTR | $213 mln | $181 mln | 1,2% | −2,7% | — | — | 0,0% |
| Duos Technologies Group, Inc. DUOT | $208 mln | $27,0 mln | 271,2% | −36,1% | — | 5,6x | 2,3% |
| Silvaco Group, Inc. SVCO | $198 mln | $63,1 mln | 5,7% | −72,8% | — | — | 1,0% |
| Palladyne AI Corp. PDYN | $170 mln | $5,2 mln | −32,6% | −617,7% | — | — | 1,4% |
| EGAIN Corp EGAN | $158 mln | $91,1 mln | 3,1% | 8,7% | — | 17,8x | 0,4% |
| Huckleberry.ai, Inc. HUCK | $143 mln | $319 mln | 0,6% | −12,3% | — | — | 0,8% |
| Meridian Holdings Inc./NV MRDN | $132 mln | $183 mln | 21,0% | −52,6% | −166,5% | — | 2,0% |
| Definitive Healthcare Corp. DH | $114 mln | $242 mln | −4,2% | −92,9% | −48,6% | — | 0,0% |
| Soundthinking, Inc. SSTI | $110 mln | $104 mln | 2,1% | −8,4% | — | — | 0,5% |
| Audioeye Inc AEYE | $101 mln | $40,3 mln | 14,5% | −4,5% | −11,2% | — | 0,2% |
| Netsol Technologies Inc NTWK | $93,0 mln | $78,1 mln | 6,9% | 8,9% | 36,3% | 31,4x | 1,4% |
| Inspired Entertainment, Inc. INSE | $92,8 mln | $304 mln | 2,4% | 10,0% | 7,9% | — | 2,8% |
| Where Food Comes From, Inc. WFCF | $75,4 mln | $24,9 mln | −3,3% | 4,8% | — | 53,5x | 3,3% |
| CareCloud, Inc. CCLD | $75,2 mln | $120 mln | 8,7% | 9,4% | 19,4% | 19,7x | 0,0% |
| Fatpipe Inc/UT FATN | $75,1 mln | $19,2 mln | 17,9% | 18,7% | 14,6% | 13,7x | 0,4% |
| Airship AI Holdings, Inc. AISP | $74,4 mln | $15,3 mln | −33,5% | −47,1% | — | 2,7x | 0,5% |
| Quantum X Labs Inc. QXL | $72,7 mln | $0,1 mln | −99,8% | −3 466,7% | −25,7% | 1,1x | 3,5% |
| Rank One Computing Corp ROC | $69,1 mln | $17,0 mln | 23,9% | −11,8% | — | — | 3,7% |
| Safe Pro Group Inc. SPAI | $65,9 mln | $0,6 mln | −72,0% | −2 397,5% | −1 074,0% | — | 0,9% |
| Great Elm Group, Inc. GEG | $65,4 mln | $27,8 mln | 70,2% | −50,4% | — | — | 0,5% |
| Intellicheck, Inc. IDN | $51,1 mln | $22,7 mln | 13,3% | 4,8% | — | 16,3x | 1,7% |
| Marketwise, Inc. MKTW | $49,8 mln | $328 mln | −19,7% | 19,1% | — | 20,9x | 1,9% |
| Zedge, Inc. ZDGE | $36,0 mln | $29,4 mln | −2,3% | −11,0% | — | — | 3,2% |
| Pixelworks, Inc PXLW | $34,0 mln | $0,7 mln | 0,4% | −1 667,5% | — | 0,5x | 1,5% |
| FiEE, Inc. FIEE | $34,0 mln | $6,2 mln | 867,9% | 25,0% | — | 6,4x | 6,8% |
| Aether Holdings, Inc. ATHR | $31,3 mln | $1,4 mln | −4,1% | — | — | — | 2,0% |
| Motorsport Games Inc. MSGM | $25,7 mln | $11,3 mln | 30,0% | 28,8% | — | 11,7x | 5,2% |
| Intellinetics, Inc. INLX | $19,6 mln | $16,6 mln | −8,0% | −10,8% | — | — | 4,3% |
| Aware Inc /Ma/ AWRE | $18,7 mln | $17,3 mln | −0,6% | −37,9% | — | — | 0,7% |
| Newbridge Acquisition Ltd NBRG | $15,7 mln | — | — | — | — | — | 0,0% |
| T Stamp Inc IDAI | $15,3 mln | $3,1 mln | 1,9% | −244,0% | −158,7% | — | 2,1% |
| Smith Micro Software, Inc. SMSI | $12,1 mln | $17,4 mln | −15,5% | −167,1% | — | 1,1x | 0,2% |
| Upland Software, Inc. UPLD | $11,6 mln | $217 mln | −21,1% | 2,0% | 2,3% | — | 7,9% |
| FingerMotion, Inc. FNGR | $9,8 mln | $24,1 mln | −32,2% | −28,8% | — | — | 0,4% |
| Bridgeline Digital, Inc. BLIN | $8,7 mln | $15,4 mln | 0,2% | −15,8% | −23,2% | — | 1,8% |
| authID Inc. AUID | $5,3 mln | $2,0 mln | 130,2% | −889,6% | — | — | 8,5% |
| Gaxos.ai Inc. GXAI | $4,7 mln | $1,9 mln | 48 225,0% | −254,3% | — | — | 0,2% |
| Iveda Solutions, Inc. IVDA | $2,8 mln | $5,3 mln | −12,3% | −61,1% | −1 445,2% | — | 1,1% |
| Tessera Defense & Homeland Security Inc. HLSQ | $2,7 mln | — | — | — | — | 0,0x | 4,1% |
| Sports Entertainment Gaming Global Corp SEGG | $2,4 mln | $0,6 mln | −41,6% | −3 193,0% | — | 1,1x | 2,5% |
| Vtex VTEX | $0,8 mln | $241 mln | 6,1% | 7,5% | — | 38,6x | 0,0% |
| Banzai International, Inc. PARA | $0,7 mln | $12,2 mln | 168,6% | −151,8% | — | 0,0x | 9,6% |
| My Size, Inc. MYSZ | $0,6 mln | $9,4 mln | 13,4% | −61,3% | −120,0% | — | 0,0% |
| Exascale Labs Holdings Inc. XLAB | $0,0 mln | $14,8 mln | 111,3% | −32,4% | — | — | 28,9% |
| Clear Secure, Inc. YOU | — | $901 mln | 16,9% | 20,7% | — | — | 0,5% |
| Vertex, Inc. VERX | — | $748 mln | 12,2% | 0,3% | 0,8% | — | 0,5% |
| Materialise Nv MTLS | — | $302 mln | 4,6% | 3,3% | 4,6% | — | �� |
| Agora, Inc. API | — | $141 mln | 5,9% | −6,7% | −1,6% | — | �� |
| Obook Holdings Inc. OWLS | — | $7,9 mln | 3,9% | −409,8% | — | — | �� |
| Bold Eagle Acquisition Corp. BEAG | — | — | — | — | — | — | 0,0% |
| Arqit Quantum Inc. ARQQ | — | $0,5 mln | 80,9% | −7 271,5% | — | — | �� |
| Quantum eMotion Corp QNC | — | — | — | — | — | — | �� |
| Xunlei Ltd XNET | — | $460 mln | 42,5% | 1,4% | 0,6% | — | �� |
| Gorilla Technology Group Inc. GRRR | — | $101 mln | 35,7% | −13,5% | −9,8% | — | �� |
| Perfect Corp. PERF | — | $69,2 mln | 14,9% | −2,5% | — | — | �� |
| ZenaTech, Inc. ZENA | — | — | — | — | −30,0% | — | �� |
| GIBO HOLDINGS Ltd GIBO | — | — | — | — | — | — | �� |
| GCL Global Holdings Ltd GCL | — | $239 mln | 68,2% | −5,6% | −13,8% | — | �� |
| Cheetah Mobile Inc. CMCM | — | $160 mln | 42,8% | −15,6% | — | — | �� |
| Marchex Inc MCHX | — | $45,4 mln | −5,6% | −12,6% | — | — | 0,8% |
| Skillsoft Corp. SKIL | — | $513 mln | −3,5% | −17,5% | −15,8% | — | 6,9% |
| CLPS Inc CLPS | — | $172 mln | 4,7% | −6,7% | −18,4% | — | �� |
| Ruanyun Edai Technology Inc. RYET | — | $7,5 mln | 11,9% | −97,8% | — | — | �� |
| Genius Group Ltd GNS | — | $8,4 mln | 10,6% | −311,5% | −21,6% | — | �� |
| Beamr Imaging Ltd. BMR | — | $3,1 mln | 1,0% | −208,6% | — | — | �� |
| Snail, Inc. SNAL | — | $81,2 mln | −3,8% | −21,3% | — | — | 0,4% |
| Biddance AI Systems, Inc. BDAI | — | $6,5 mln | 125,0% | −27,4% | — | — | �� |
| Firefly Neuroscience, Inc. AIFF | — | $1,1 mln | 957,4% | −775,5% | — | — | 9,8% |
| Youxin Technology Ltd YAAS | — | $0,5 mln | 3,5% | −529,2% | — | — | �� |
| SAGTEC GLOBAL Ltd SAGT | — | $18,1 mln | 59,3% | — | — | — | �� |
| Helport AI Ltd HPAI | — | $34,9 mln | 17,9% | 7,9% | — | — | �� |
| WiMi Hologram Cloud Inc. WIMI | — | $58,7 mln | −38,0% | −9,2% | — | — | �� |
| Alarum Technologies Ltd. ALAR | — | $40,8 mln | 28,1% | 0,5% | — | — | �� |
| ChowChow Cloud International Holdings Ltd CHOW | — | $32,2 mln | 38,3% | −9,4% | −36,4% | — | �� |
| Lianhe Sowell International Group Ltd LHSW | — | $43,3 mln | 18,4% | −15,8% | −29,4% | — | �� |
| CXApp Inc. CXAI | — | $4,6 mln | −35,8% | −383,5% | — | — | 1,6% |
| Bio Key International Inc BKYI | — | $5,9 mln | −14,3% | −115,0% | — | — | 23,7% |
| Amesite Inc. AMST | — | $0,4 mln | 230,1% | −861,6% | — | — | 2,0% |
Semiconductors & Related Devices · 58
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd TSM | $2,17 bln | $122,2 mld | 35,6% | 50,8% | 58,5% | 39,8x | 1,5% |
| Astera Labs, Inc. ALAB | $47,1 mld | $853 mln | 115,1% | 20,3% | — | 127,3x | 0,3% |
| Credo Technology Group Holding Ltd CRDO | $28,6 mld | $1,3 mld | 205,7% | 33,3% | — | 51,9x | 9,5% |
| Maxlinear, Inc MXL | $6,2 mld | $468 mln | 29,7% | −27,1% | −19,9% | — | 2,8% |
| Applied Optoelectronics, Inc. AAOI | $5,5 mld | $456 mln | 82,8% | −12,0% | −7,7% | — | 0,8% |
| Enphase Energy, Inc. ENPH | $4,2 mld | $1,5 mld | 10,7% | 10,7% | 17,0% | 31,3x | 0,8% |
| Kulicke & Soffa Industries Inc KLIC | $3,9 mld | $654 mln | −7,4% | −0,5% | — | 33,6x | 0,4% |
| Diodes Inc /Del/ DIOD | $3,8 mld | $1,5 mld | 13,0% | 2,4% | 1,9% | 43,6x | 0,7% |
| Osi Systems Inc OSIS | $3,4 mld | $1,8 mld | 4,3% | 12,3% | 11,9% | 22,1x | 1,5% |
| Axt Inc AXTI | $3,3 mld | $88,3 mln | −11,1% | −24,9% | −8,0% | — | 1,0% |
| Penguin Solutions, Inc. PENG | $3,1 mld | $1,7 mld | 26,5% | 9,6% | 25,0% | 20,5x | 2,9% |
| Ambarella Inc AMBA | $2,9 mld | $391 mln | 37,2% | −21,1% | — | — | 5,4% |
| Power Integrations Inc POWI | $2,7 mld | $444 mln | 5,9% | 2,3% | — | 104,4x | 0,3% |
| Ultra Clean Holdings, Inc. UCTT | $2,1 mld | $2,1 mld | −2,1% | −5,2% | −9,8% | — | 1,9% |
| Nlight, Inc. LASR | $2,1 mld | $261 mln | 31,6% | −10,2% | — | — | 0,7% |
| Solaredge Technologies, Inc. SEDG | $2,0 mld | $1,2 mld | 31,4% | −25,5% | — | — | 1,2% |
| Navitas Semiconductor Corp NVTS | $2,0 mld | $45,9 mln | −44,9% | −234,7% | — | — | 1,3% |
| Photronics Inc PLAB | $1,7 mld | $849 mln | −2,0% | 24,5% | 30,5% | 9,9x | 0,9% |
| Ichor Holdings, Ltd. ICHR | $1,4 mld | $948 mln | 11,6% | −4,1% | −4,5% | — | 0,2% |
| Shoals Technologies Group, Inc. SHLS | $1,3 mld | $475 mln | 19,1% | 11,9% | — | 39,9x | 1,9% |
| Ambiq Micro, Inc. AMBQ | $1,1 mld | $72,5 mln | −4,7% | −54,5% | — | 1,6x | 1,6% |
| Arteris, Inc. AIP | $901 mln | $70,6 mln | 22,3% | −47,0% | — | — | 0,2% |
| Wolfspeed, Inc. WOLF | $901 mln | $758 mln | −6,1% | −175,4% | −20,4% | — | 1,3% |
| ALPHA & OMEGA SEMICONDUCTOR Ltd AOSL | $656 mln | $679 mln | −2,5% | −6,4% | −5,5% | — | 1,7% |
| Kopin Corp KOPN | $649 mln | $1,5 mln | 51,5% | −643,9% | — | 84,5x | 0,9% |
| T1 Energy Inc. TE | $641 mln | $755 mln | 25 572,8% | −31,1% | −40,5% | — | 0,9% |
| Canadian Solar Inc. CSIQ | $622 mln | $5,6 mld | −6,6% | 0,8% | 0,3% | — | 0,1% |
| Poet Technologies Inc. POET | $509 mln | $1,1 mln | 2 496,4% | — | — | — | 2,4% |
| Array Technologies, Inc. ARRY | $497 mln | $1,3 mld | 40,2% | −2,3% | −10,5% | — | 3,3% |
| Lightpath Technologies Inc LPTH | $389 mln | $71,7 mln | 92,8% | −27,4% | — | — | 3,8% |
| Nve Corp /New/ NVEC | $352 mln | $26,3 mln | 1,8% | 60,5% | — | 19,7x | 6,3% |
| indie Semiconductor, Inc. INDI | $346 mln | $217 mln | 0,3% | −70,9% | −21,0% | — | 3,0% |
| Everspin Technologies Inc. MRAM | $301 mln | $55,2 mln | 9,5% | −11,8% | −19,6% | — | 1,5% |
| QUICKLOGIC Corp QUIK | $159 mln | $13,8 mln | −29,9% | −86,5% | −142,6% | — | 0,2% |
| Gsi Technology Inc GSIT | $144 mln | $25,1 mln | 22,4% | −69,6% | — | — | 0,0% |
| Aeluma, Inc. ALMU | $122 mln | $4,5 mln | −4,4% | −228,3% | — | — | 3,6% |
| Atomera Inc ATOM | $114 mln | $0,1 mln | −51,9% | −32 496,9% | — | — | 4,5% |
| GCT Semiconductor Holding, Inc. GCTS | $106 mln | $2,9 mln | −68,6% | −1 274,9% | — | — | 7,2% |
| MAGNACHIP SEMICONDUCTOR Corp MX | $87,9 mln | $179 mln | −8,9% | −20,0% | −15,0% | — | 1,2% |
| Tigo Energy, Inc. TYGO | $83,0 mln | $104 mln | 91,7% | −4,3% | −17,8% | 6,4x | 11,2% |
| Blaize Holdings, Inc. BZAI | $32,3 mln | $38,6 mln | 2 386,0% | −268,8% | — | — | 2,7% |
| FTC Solar, Inc. FTCI | $23,8 mln | $99,7 mln | 110,5% | −35,5% | — | — | 1,4% |
| Ascent Solar Technologies, Inc. ASTI | $16,4 mln | $0,1 mln | 83,3% | −10 253,1% | — | — | 3,4% |
| SemiLEDs Corp LEDS | $16,3 mln | $43,0 mln | 729,8% | −3,7% | −66,7% | — | 2,1% |
| SUNation Energy, Inc. SUNE | $12,4 mln | $71,9 mln | 26,5% | −2,3% | −5,6% | 0,0x | 5,4% |
| SmartKem, Inc. SMTK | $11,5 mln | $0,7 mln | 750,0% | −1 841,5% | — | — | 7,7% |
| Mobix Labs, Inc MOBX | $9,1 mln | $9,9 mln | 53,9% | −380,3% | −388,6% | — | 5,6% |
| Peraso Inc. PRSO | $0,0 mln | $12,2 mln | −16,3% | −39,0% | — | — | 4,4% |
| Daqo New Energy Corp. DQ | — | $665 mln | −35,3% | −40,6% | — | — | 1,2% |
| JinkoSolar Holding Co., Ltd. JKS | — | $9,1 mld | 16 083,7% | −13,6% | −313,2% | — | �� |
| SEALSQ Corp LAES | — | $18,3 mln | 66,2% | −218,1% | −88,6% | — | �� |
| Valens Semiconductor Ltd. VLN | — | $70,6 mln | 22,1% | −48,2% | — | — | �� |
| TOYO Co., Ltd TOYO | — | $427 mln | 141,5% | 13,8% | 47,2% | — | �� |
| Intchains Group Ltd ICG | — | $30,7 mln | −21,5% | −47,4% | — | — | �� |
| SuperCom Ltd SPCB | — | $27,9 mln | 0,9% | −1,2% | −0,6% | — | �� |
| Ideal Power Inc. IPWR | — | $0,0 mln | −56,2% | −29 000,5% | — | — | 4,2% |
| Nano Labs Ltd NA | — | $3,8 mln | −33,4% | 264,4% | 5,9% | — | �� |
| Sequans Communications SQNS | — | $26,3 mln | −28,5% | −425,0% | — | — | �� |
Services-Computer Processing & Data Preparation · 53
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Hinge Health, Inc. HNGE | $9,3 mld | $588 mln | 50,6% | −92,9% | — | 22,5x | 1,4% |
| RingCentral, Inc. RNG | $7,3 mld | $2,5 mld | 4,8% | 4,8% | 17,4% | 11,0x | 5,0% |
| Applied Digital Corp. APLD | $5,3 mld | $611 mln | 167,5% | −38,7% | — | — | 4,4% |
| D-Wave Quantum Inc. QBTS | $4,3 mld | $24,6 mln | 178,5% | −408,2% | −2 218,5% | — | 0,3% |
| Life360, Inc. LIF | $3,9 mld | $489 mln | 31,8% | 3,8% | — | 26,1x | 2,6% |
| First Advantage Corp FA | $3,7 mld | $1,6 mld | 83,0% | 8,4% | 3,3% | 141,7x | 0,1% |
| Five9, Inc. FIVN | $3,2 mld | $1,1 mld | 10,3% | 2,5% | — | 54,5x | 7,2% |
| LiveRamp Holdings, Inc. RAMP | $2,4 mld | $813 mln | 9,0% | 10,3% | — | 15,9x | 0,0% |
| Innodata Inc INOD | $2,1 mld | $252 mln | 47,6% | 15,8% | — | 44,7x | 0,5% |
| Globant S.A. GLOB | $2,0 mld | $2,5 mld | 1,6% | 7,0% | 5,8% | 19,7x | 1,6% |
| EVERTEC, Inc. EVTC | $2,0 mld | $932 mln | 10,2% | 20,0% | 12,4% | 20,9x | 2,7% |
| Infleqtion, Inc. INFQ | $1,9 mld | $31,1 mln | 10,7% | −114,8% | — | — | 0,6% |
| GoodRx Holdings, Inc. GDRX | $1,2 mld | $797 mln | 0,6% | 11,0% | 6,7% | 88,5x | 2,2% |
| Legalzoom.com, Inc. LZ | $1,2 mld | $756 mln | 10,9% | 3,3% | — | 77,7x | 1,8% |
| Clarivate Plc CLVT | $1,2 mld | $2,5 mld | −4,0% | 2,9% | 0,6% | — | 1,1% |
| TaskUs, Inc. TASK | $792 mln | $1,2 mld | 19,0% | 11,9% | 16,7% | 7,4x | 1,5% |
| Playtika Holding Corp. PLTK | $789 mln | $2,8 mld | 8,1% | −0,2% | −0,3% | — | 0,2% |
| Yext, Inc. YEXT | $758 mln | $447 mln | 6,1% | 10,0% | 40,7% | 40,8x | 0,1% |
| Next Technology Holding Inc. NXTT | $754 mln | $11,6 mln | 545,3% | −690,5% | −12,7% | — | 1,2% |
| Nerdwallet, Inc. NRDS | $719 mln | $837 mln | 21,7% | 7,8% | — | 12,3x | 2,1% |
| IBEX Ltd IBEX | $699 mln | $644 mln | 15,4% | 8,5% | 33,5% | 15,1x | 0,6% |
| Cars.com Inc. CARS | $620 mln | $723 mln | 0,6% | 8,3% | 4,5% | 19,2x | 0,3% |
| Ooma Inc OOMA | $571 mln | $274 mln | 6,5% | 1,6% | 3,3% | 50,7x | 0,4% |
| SOPHiA GENETICS SA SOPH | $496 mln | $77,3 mln | 18,6% | −91,8% | −227,8% | — | 4,3% |
| SharonAI Holdings Inc. SHAZ | $431 mln | $1,6 mln | 257,4% | −880,0% | — | — | 2,6% |
| 8X8 Inc /De/ EGHT | $302 mln | $736 mln | 2,9% | 2,6% | 3,3% | 71,0x | 2,9% |
| Gloo Holdings, Inc. GLOO | $249 mln | $94,7 mln | 307,7% | −114,3% | −74,7% | 1,6x | 3,3% |
| Firy Inc. FIRY | $184 mln | $104 mln | 12,5% | −61,2% | −112,5% | — | 1,6% |
| Shutterstock, Inc. SSTK | $168 mln | $990 mln | 5,8% | 7,6% | 7,2% | — | 3,0% |
| ReposiTrak, Inc. TRAK | $139 mln | $23,3 mln | 3,0% | 33,7% | 24,6% | 18,8x | 0,9% |
| Tucows Inc /Pa/ TCX | $134 mln | $390 mln | 7,7% | −6,0% | — | — | 0,6% |
| Veritone, Inc. VERI | $53,6 mln | $92,2 mln | −0,5% | −88,1% | — | — | 0,0% |
| Datacentrex, Inc. DTCX | $50,2 mln | $7,0 mln | 994 685,7% | −113,7% | — | — | 10,3% |
| FreeCast, Inc. CAST | $43,1 mln | $0,7 mln | 13,2% | −1 783,4% | — | — | 13,7% |
| Phunware, Inc. PHUN | $39,8 mln | $2,6 mln | −19,9% | −803,7% | — | — | 0,5% |
| DoubleDown Interactive Co., Ltd. DDI | $32,8 mln | $360 mln | 5,5% | 35,3% | 16,6% | 0,3x | 0,7% |
| Corvex, Inc. MOVE | $21,2 mln | $0,4 mln | −57,3% | −3 580,4% | — | — | 4,8% |
| Smartbird, Inc. BIRD | $18,7 mln | $152 mln | −19,7% | −52,4% | −237,5% | — | 0,4% |
| Data Storage Corp DTST | $7,0 mln | $1,4 mln | 13,4% | −258,4% | — | 1,6x | 4,0% |
| Versus Systems Inc. VS | $4,9 mln | $2,2 mln | 3 710,5% | −99,0% | — | — | 1,5% |
| Auddia Inc. AUUD | $4,0 mln | $0,0 mln | — | — | — | 0,0x | 2,3% |
| HeartCore Enterprises, Inc. HTCR | $2,1 mln | $9,0 mln | −70,5% | −34,8% | −65,6% | — | 1,4% |
| SCWorx Corp. WORX | $0,2 mln | $2,9 mln | −3,7% | −33,3% | — | 0,0x | 16,1% |
| Onfolio Holdings, Inc ONFO | $0,1 mln | $10,7 mln | 36,5% | −25,7% | — | — | 3,1% |
| GRAVITY Co., Ltd. GRVY | — | $394 mln | 7,3% | 13,8% | — | — | �� |
| Sohu.com Ltd SOHU | — | $584 mln | −2,4% | −16,1% | — | — | �� |
| trivago N.V. TRVG | — | $619 mln | 24,2% | 0,3% | — | — | �� |
| So-Young International Inc. SY | — | $212 mln | 4,0% | −18,8% | −18,7% | — | �� |
| Ctw CTW | — | $82,5 mln | −8,7% | −8,9% | — | — | �� |
| Diginex Ltd DGNX | — | $3,6 mln | 77,2% | −688,3% | — | — | �� |
| Gamehaus Holdings Inc. GMHS | — | $105 mln | −11,3% | 1,3% | 7,9% | — | �� |
| Yimutian Inc. YMT | — | $19,6 mln | −12,7% | −29,7% | — | — | �� |
| GrowHub Ltd TGHL | — | $0,1 mln | −64,2% | −20 389,9% | — | — | �� |
Services-Computer Programming, Data Processing, Etc. · 41
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Taboola.com Ltd. TBLA | $993,6 mld | $1,9 mld | 8,3% | 2,3% | 3,9% | 9,0x | 1,7% |
| NIQ Global Intelligence plc NIQ | $5,9 mld | $4,2 mld | 5,7% | 2,0% | 1,7% | — | 0,8% |
| Magnite, Inc. MGNI | $3,4 mld | $714 mln | 6,9% | 13,7% | 8,6% | 20,8x | 1,0% |
| WEIBO Corp WB | $1,7 mld | $1,8 mld | 0,1% | 26,5% | 9,8% | 3,6x | 1,9% |
| Yalla Group Ltd YALA | $1,0 mld | $342 mln | 0,7% | 35,7% | — | 6,8x | 0,5% |
| VNET Group, Inc. VNET | $998 mln | — | — | — | 3,5% | — | 2,0% |
| Nextdoor Holdings, Inc. NXDR | $926 mln | $258 mln | 4,2% | −27,9% | — | — | 3,2% |
| Viant Technology Inc. DSP | $900 mln | $344 mln | 19,0% | 3,5% | — | 39,5x | 1,5% |
| Sify Technologies Ltd SIFY | $843 mln | $508 mln | 7,6% | 6,7% | 4,4% | — | 0,0% |
| EverQuote, Inc. EVER | $822 mln | $693 mln | 38,5% | 8,4% | — | 7,4x | 3,6% |
| PubMatic, Inc. PUBM | $795 mln | $283 mln | −2,9% | −6,1% | — | — | 0,4% |
| Bumble Inc. BMBL | $781 mln | $966 mln | −9,9% | −83,4% | −64,6% | — | 0,3% |
| Similarweb Ltd. SMWB | $746 mln | $283 mln | 13,1% | −8,3% | — | — | 0,3% |
| Rackspace Technology, Inc. RXT | $708 mln | $2,7 mld | −1,9% | −3,7% | −5,6% | — | 0,4% |
| Ceva Inc CEVA | $695 mln | $110 mln | 2,5% | −10,4% | — | — | 1,5% |
| Rezolve Ai Plc RZLV | $394 mln | $46,8 mln | 2 224,2% | −185,6% | −23,8% | — | 0,7% |
| Ziprecruiter, Inc. ZIP | $384 mln | $449 mln | −5,3% | −4,3% | −26,2% | 14,1x | 0,4% |
| Blend Labs, Inc. BLND | $281 mln | $124 mln | 6,8% | −17,6% | — | — | 5,4% |
| Health Catalyst, Inc. HCAT | $125 mln | $311 mln | 1,5% | −51,7% | −41,9% | — | 2,9% |
| Eva Live Inc GOAI | $50,8 mln | $17,0 mln | 82,6% | 48,2% | — | — | 11,1% |
| Teads Holding Co. TEAD | $33,8 mln | $1,3 mld | 46,1% | −30,7% | −54,4% | — | 4,7% |
| Intelligent Protection Management Corp. IPM | $22,7 mln | $23,6 mln | 2 049,9% | −20,0% | — | — | 2,6% |
| System1, Inc. SST | $17,1 mln | $266 mln | −22,6% | −23,3% | −15,1% | — | 2,8% |
| Cardlytics, Inc. CDLX | $10,4 mln | $233 mln | −16,2% | −43,6% | −52,3% | — | 3,7% |
| Global Interactive Technologies, Inc. GITS | $4,6 mln | $0,0 mln | — | −128 357,9% | — | — | 6,8% |
| Cloudastructure, Inc. CSAI | $1,8 mln | $5,1 mln | 271,4% | −160,8% | — | — | 0,7% |
| Airwa Inc. YYAI | $0,0 mln | $25,8 mln | 101,3% | −23,7% | — | — | 4,8% |
| HUYA Inc. HUYA | — | $905 mln | 7,1% | −2,5% | — | — | �� |
| Nexxen International Ltd. NEXN | — | $365 mln | −0,2% | 8,9% | — | — | �� |
| Robot Consulting Co., Ltd. LAWR | — | $8,2 mln | 62,4% | −120,4% | — | — | �� |
| Sangoma Technologies Corp SANG | — | $200 mln | −15,5% | — | — | — | �� |
| DouYu International Holdings Ltd DOYU | — | $531 mln | −10,5% | 0,1% | — | — | �� |
| PodcastOne, Inc. PODC | — | $61,7 mln | 18,3% | −4,3% | — | — | 7,9% |
| Aurora Mobile Ltd JG | — | $52,2 mln | 18,7% | 0,2% | — | — | �� |
| Sound Group Inc. SOGP | — | $432 mln | 52,9% | 7,0% | — | — | �� |
| MindForge Inc. MF | — | $29,7 mln | −42,5% | −10,5% | −29,8% | — | �� |
| J & Friends Holdings Ltd JF | — | $1,6 mln | −66,8% | −83,9% | −45,1% | — | �� |
| GIGAMEDIA Ltd GIGM | — | $3,5 mln | 17,0% | −103,6% | — | — | �� |
| TaoWeave, Inc. TWAV | — | $2,4 mln | 2,5% | −121,5% | — | — | 0,7% |
| ZW Data Action Technologies Inc. CNET | — | $4,6 mln | −70,1% | −42,3% | — | — | 2,7% |
| Professional Diversity Network, Inc. IPDN | — | $6,5 mln | −2,7% | −98,6% | — | — | 12,6% |
Application Software · 35
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Palantir PLTR | $505,4 mld | $4,5 mld | 56,2% | 31,6% | — | 169,6x | 0,3% |
| Oracle ORCL | $378,5 mld | $67,4 mld | 17,4% | 30,6% | 14,2% | 19,8x | 0,5% |
| Salesforce CRM | $204,1 mld | $41,5 mld | 9,6% | 20,1% | 10,8% | 22,7x | 0,7% |
| Snowflake SNOW | $113,7 mld | $4,7 mld | 29,2% | −30,6% | — | — | 3,7% |
| Adobe ADBE | $104,3 mld | $23,8 mld | 10,5% | 36,6% | 65,9% | 14,7x | 2,5% |
| Datadog DDOG | $100,0 mld | $3,4 mld | 27,7% | −1,3% | — | — | 4,6% |
| Intuit INTU | $95,1 mld | $21,4 mld | 13,9% | 27,4% | 22,0% | — | 3,2% |
| Cadence Design Systems CDNS | $86,6 mld | $5,3 mld | 14,1% | 28,2% | 23,7% | 73,8x | 2,2% |
| Synopsys SNPS | $82,7 mld | $7,1 mld | 15,1% | 13,0% | 4,0% | 75,2x | 1,8% |
| Atlassian TEAM | $59,2 mld | $6,6 mld | 26,0% | 0,2% | — | — | 2,0% |
| Autodesk ADSK | $53,2 mld | $7,2 mld | 17,5% | 21,9% | 37,0% | 32,7x | 1,1% |
| Workday WDAY | $51,7 mld | $9,6 mld | 13,1% | 7,6% | 10,6% | 42,5x | 0,0% |
| Strategy MSTR | $51,5 mld | $477 mln | 3,0% | −1 140,8% | −11,4% | — | 0,1% |
| Okta OKTA | $38,1 mld | $2,9 mld | 11,8% | 5,1% | — | 128,3x | 5,8% |
| Zoom Communications ZM | $28,7 mld | $4,9 mld | 4,4% | 23,1% | 56,2% | 8,9x | 0,4% |
| Samsara IOT | $26,5 mld | $1,6 mld | 29,6% | −3,3% | — | — | 2,6% |
| PTC PTC | $22,3 mld | $2,7 mld | 19,2% | 35,9% | 17,4% | 18,9x | 0,1% |
| Dynatrace DT | $18,8 mld | $2,0 mld | 18,8% | 12,2% | 9,0% | 128,1x | 1,1% |
| Fair Isaac FICO | $18,5 mld | $2,0 mld | 15,9% | 46,5% | 65,6% | 23,6x | 1,0% |
| Unity Software U | $17,9 mld | $1,8 mld | 2,0% | −25,9% | −10,3% | — | 1,3% |
| Docusign DOCU | $16,5 mld | $3,2 mld | 8,2% | 9,3% | 25,4% | 52,0x | 1,0% |
| Tyler Technologies TYL | $16,3 mld | $2,3 mld | 9,1% | 15,3% | 9,0% | 51,7x | 0,6% |
| Guidewire Software GWRE | $16,1 mld | $1,5 mld | 22,7% | 10,2% | 12,1% | — | 0,3% |
| Trimble TRMB | $14,8 mld | $3,6 mld | −2,6% | 16,5% | 7,4% | — | 0,8% |
| Manhattan Associates MANH | $14,1 mld | $1,1 mld | 3,8% | 25,9% | — | 68,4x | 1,6% |
| HubSpot HUBS | $13,7 mld | $3,1 mld | 19,2% | 0,2% | — | 96,4x | 1,4% |
| Bentley Systems BSY | $12,7 mld | $1,5 mld | 11,0% | 24,2% | 12,3% | 43,6x | 0,7% |
| GitLab GTLB | $9,5 mld | $955 mln | 25,8% | −7,4% | — | — | 3,2% |
| Dropbox DBX | $8,6 mld | $2,5 mld | −1,1% | 27,3% | — | 21,0x | 0,9% |
| AppFolio APPF | $7,5 mld | $951 mln | 19,7% | 16,1% | 50,3% | 44,4x | 3,1% |
| OpenText OTEX | $7,0 mld | $5,2 mld | 1,5% | 20,6% | 9,0% | — | 0,0% |
| Pegasystems PEGA | $6,1 mld | $1,7 mld | 16,6% | 15,1% | — | 22,6x | 0,6% |
| Dolby DLB | $5,9 mld | $1,3 mld | 5,9% | 19,6% | 11,4% | 26,7x | 0,7% |
| Bill BILL | $5,1 mld | $1,7 mld | 13,0% | −4,4% | −1,7% | — | 0,1% |
| Asana ASAN | $2,8 mld | $791 mln | 9,3% | −25,0% | — | — | 4,5% |
Semiconductors · 29
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Nvidia NVDA | $5,12 bln | $215,9 mld | 65,5% | 60,4% | — | 26,7x | 0,6% |
| Broadcom AVGO | $1,57 bln | $63,9 mld | 23,9% | 39,9% | 19,9% | 41,0x | 0,5% |
| Micron Technology MU | $1,00 bln | $133,2 mld | 256,3% | 74,6% | 106,8% | — | 2,5% |
| AMD AMD | $857,4 mld | $34,6 mld | 34,3% | 10,7% | 6,7% | 132,9x | 1,7% |
| Intel INTC | $443,8 mld | $52,9 mld | −0,5% | −4,2% | −0,8% | — | 1,7% |
| Texas Instruments TXN | $262,2 mld | $17,7 mld | 13,1% | 34,1% | 21,8% | 36,9x | 1,9% |
| Arm Holdings ARM | $224,6 mld | $4,9 mld | 22,8% | 18,3% | — | — | 0,1% |
| Marvell Technology MRVL | $210,5 mld | $8,2 mld | 42,1% | 16,1% | 7,0% | 75,4x | 2,3% |
| Analog Devices ADI | $191,2 mld | $11,0 mld | 16,9% | 26,6% | 6,2% | 46,4x | 1,4% |
| Qualcomm QCOM | $188,0 mld | $44,3 mld | 13,7% | 27,9% | 23,7% | 20,1x | 1,8% |
| NXP Semiconductors NXPI | $59,6 mld | $12,3 mld | −2,7% | 24,8% | 12,6% | 22,5x | 1,2% |
| Monolithic Power Systems MPWR | $56,2 mld | $2,8 mld | 26,4% | 26,1% | 27,1% | 69,6x | 2,4% |
| Microchip Technology MCHP | $40,8 mld | $4,7 mld | 7,1% | 10,4% | 3,5% | 108,9x | 0,6% |
| STMicroelectronics STM | $40,6 mld | $11,8 mld | −11,1% | 1,5% | 0,5% | — | 0,2% |
| ON Semiconductor ON | $29,2 mld | $6,0 mld | −15,4% | 1,4% | 0,9% | 46,6x | 1,3% |
| GlobalFoundries GFS | $24,8 mld | $6,8 mld | 0,6% | 11,7% | 7,1% | — | 2,4% |
| First Solar FSLR | $18,5 mld | $5,2 mld | 24,1% | 30,6% | 22,7% | 10,6x | 0,4% |
| MACOM Technology Solutions MTSI | $18,5 mld | $967 mln | 32,6% | 13,4% | 9,8% | 75,2x | 2,8% |
| Lattice Semiconductor LSCC | $13,5 mld | $523 mln | 2,7% | 2,2% | 1,0% | — | 0,2% |
| Semtech SMTC | $12,9 mld | $1,1 mld | 15,5% | 3,1% | 2,9% | — | 5,5% |
| SiTime SITM | $12,7 mld | $327 mln | 61,2% | −20,5% | −16,8% | — | 0,5% |
| Skyworks Solutions SWKS | $12,6 mld | $4,1 mld | −2,2% | 12,2% | 8,5% | 43,2x | 1,3% |
| Amkor Technology AMKR | $9,8 mld | $6,7 mld | 6,2% | 7,0% | 10,4% | 22,5x | 0,6% |
| Rambus RMBS | $9,4 mld | $708 mln | 27,1% | 36,8% | 34,3% | 40,8x | 0,1% |
| Silicon Labs SLAB | $7,3 mld | $785 mln | 34,3% | −9,0% | −7,0% | — | 0,1% |
| Allegro MicroSystems ALGM | $5,9 mld | $890 mln | 22,8% | 2,1% | 1,3% | — | 0,7% |
| Cirrus Logic CRUS | $5,9 mld | $2,0 mld | 5,3% | 23,1% | 29,6% | 13,7x | 1,7% |
| Synaptics SYNA | $4,6 mld | $1,2 mld | 11,4% | −5,6% | −3,4% | — | 0,2% |
| Universal Display OLED | $4,1 mld | $651 mln | 0,5% | 38,2% | 17,9% | 21,0x | 0,5% |
Services-Computer Integrated Systems Design · 29
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Aurora Innovation, Inc. AUR | $9,5 mld | $3,0 mln | — | −30 033,3% | — | — | 1,0% |
| Waystar Holding Corp. WAY | $5,6 mld | $1,1 mld | 16,5% | 22,7% | 3,1% | 41,2x | 0,4% |
| Agilysys Inc AGYS | $3,4 mld | $319 mln | 15,9% | 13,5% | 16,4% | 79,4x | 0,5% |
| Netscout Systems Inc NTCT | $3,0 mld | $859 mln | 4,5% | 12,8% | — | 24,2x | 3,6% |
| WeRide Inc. WRD | $1,3 mld | $95,2 mln | 89,8% | −269,8% | −91,2% | — | 1,0% |
| OneSpan Inc. OSPN | $770 mln | $243 mln | 0,0% | 19,9% | — | 11,3x | 5,1% |
| Telos Corp TLS | $378 mln | $165 mln | 52,2% | −24,2% | — | — | 6,6% |
| Veea Inc. VEEA | $256 mln | $0,2 mln | 56,6% | −8 484,4% | — | — | 17,7% |
| Ribbon Communications Inc. RBBN | $248 mln | $845 mln | 1,3% | −0,4% | −0,4% | 17,5x | 0,7% |
| SmartRent, Inc. SMRT | $239 mln | $152 mln | −12,9% | −42,0% | — | — | 0,0% |
| Asure Software Inc ASUR | $212 mln | — | — | — | −2,9% | — | 0,1% |
| Kodiak AI, Inc. KDK | $197 mln | $3,8 mln | −74,6% | −2 966,2% | — | — | 1,9% |
| Unisys Corp UIS | $184 mln | $2,0 mld | −2,9% | 4,0% | 1 550,4% | — | 4,1% |
| Csp Inc /Ma/ CSPI | $70,0 mln | $58,7 mln | 6,4% | −5,3% | — | — | 0,7% |
| Widepoint Corp WYY | $69,2 mln | $151 mln | 5,6% | −1,8% | — | — | 4,9% |
| Odysight.ai Inc. ODYS | $37,6 mln | $3,0 mln | −23,9% | −601,5% | — | — | 8,0% |
| Brand Engagement Network Inc. BNAI | $33,0 mln | $0,3 mln | 175,7% | −4 589,6% | −215,4% | — | 1,5% |
| Stem, Inc. STEM | $27,4 mln | $156 mln | 8,1% | −35,6% | — | — | 0,3% |
| Creative Realities, Inc. CREX | $23,0 mln | $57,2 mln | 12,5% | −15,5% | −11,0% | — | 2,2% |
| Fusemachines Inc. FUSE | $9,4 mln | $7,7 mln | −12,5% | −77,2% | — | — | 3,6% |
| CID Holdco, Inc. DAIC | $1,7 mln | $5,8 mln | 3 261,0% | −179,2% | −898,5% | 0,0x | 5,4% |
| Algorhythm Holdings, Inc. RIME | $1,6 mln | $4,4 mln | — | −181,0% | — | — | 12,9% |
| Healthcare Triangle, Inc. HCTI | $0,9 mln | $13,9 mln | 18,8% | −70,5% | −59,2% | — | 11,4% |
| ECARX Holdings Inc. ECX | — | $848 mln | 9,9% | −6,5% | — | — | �� |
| Arbe Robotics Ltd. ARBE | — | $1,0 mln | 33,6% | −4 698,3% | — | — | �� |
| MBody AI Ltd. MBAI | — | — | — | — | — | — | �� |
| AIOS Tech Inc. AIOS | — | $5,1 mln | −98,5% | 29,0% | — | — | �� |
| BeLive Holdings BLIV | — | $0,6 mln | −58,1% | — | — | — | �� |
| Super League Enterprise, Inc. SLE | — | $11,3 mln | −29,9% | −115,1% | −222,0% | — | 5,0% |
Services-Computer Programming Services · 22
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Infosys Ltd INFY | $50,9 mld | $20,2 mld | 4,6% | 20,3% | — | 15,4x | 6,6% |
| EPAM Systems, Inc. EPAM | $7,1 mld | $5,5 mld | 15,4% | 9,5% | 16,1% | 18,5x | 1,7% |
| Rigetti Computing, Inc. RGTI | $3,8 mld | $7,1 mln | −34,3% | −1 194,4% | — | — | 0,3% |
| Formula Systems (1985) Ltd FORTY | $1,8 mld | $2,6 mld | 18,4% | — | — | 3,0x | 1,9% |
| Mega Fortune Co Ltd MGRT | $1,3 mld | $11,1 mln | 233,3% | 20,3% | 11,2% | — | 6,0% |
| Innovative Solutions & Support Inc IA | $359 mln | $84,3 mln | 78,6% | 23,8% | 18,2% | 18,5x | 1,0% |
| RideNow Group, Inc. RDNW | $211 mln | $1,1 mld | −10,5% | −0,0% | −0,1% | — | 4,6% |
| XTI Aerospace, Inc. XTIA | $41,2 mln | $22,5 mln | 602,4% | −190,4% | −359,0% | 0,8x | 25,9% |
| Change Agents Corporation. CHGA | $26,1 mln | — | — | — | — | 1,2x | 1,8% |
| Cycurion, Inc. CYCU | $19,6 mln | $15,1 mln | −14,8% | −154,7% | — | — | 8,0% |
| Nixxy, Inc. NIXX | $8,5 mln | $97,9 mln | 1 631 666,7% | −12,0% | −124,6% | — | 4,1% |
| Brightline Interactive, Inc./NV BTLN | $8,1 mln | $0,3 mln | −93,9% | — | — | — | 3,2% |
| Cyngn Inc. CYN | $1,8 mln | $0,2 mln | −40,5% | −11 729,8% | — | — | 4,2% |
| mF International Ltd MFI | — | $4,3 mln | 29,8% | −143,7% | −1,3% | — | �� |
| CI&T Inc CINT | — | $490 mln | 11,5% | 13,4% | 12,4% | — | �� |
| Perion Network Ltd. PERI | — | $440 mln | −11,7% | −3,4% | — | — | �� |
| GDEV Inc. GDEV | — | $404 mln | −3,9% | 17,6% | — | — | �� |
| Alpha Technology Group Ltd ATGL | — | $0,9 mln | −40,0% | −770,5% | — | — | �� |
| Endava plc DAVA | — | $999 mln | 7,1% | 4,1% | 3,7% | — | �� |
| Micware Co., Ltd. MWC | — | $146 mln | 5,4% | 10,8% | 33,4% | — | �� |
| Perpetuals.com Ltd PDC | — | $1,7 mln | −41,9% | −1 073,4% | −31,7% | — | �� |
| Mind Cti Ltd MNDO | — | $19,5 mln | −9,3% | 10,7% | — | — | �� |
Systems Software · 15
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Microsoft MSFT | $3,91 bln | $331,8 mld | 17,8% | 46,8% | 30,9% | — | 0,7% |
| Palo Alto Networks PANW | $290,7 mld | $11,5 mld | 24,5% | 6,1% | 2,6% | — | 7,2% |
| CrowdStrike CRWD | $269,0 mld | $4,8 mld | 21,7% | −6,1% | — | — | 8,3% |
| ServiceNow NOW | $164,4 mld | $13,3 mld | 20,9% | 13,7% | 20,9% | 99,4x | 1,2% |
| Fortinet FTNT | $133,2 mld | $6,8 mld | 14,2% | 30,7% | — | 63,6x | 4,1% |
| Twilio TWLO | $41,8 mld | $5,1 mld | 13,7% | 3,1% | 1,5% | 36,4x | 3,2% |
| Zscaler ZS | $40,9 mld | $3,4 mld | 25,4% | −4,0% | — | — | 7,3% |
| Rubrik RBRK | $26,5 mld | $1,3 mld | 48,5% | −26,2% | — | — | 6,6% |
| Check Point CHKP | $17,5 mld | $2,7 mld | 6,3% | 30,5% | — | — | 4,6% |
| Gen Digital GEN | $15,0 mld | $5,0 mld | 27,1% | 42,4% | 13,7% | 14,5x | 0,0% |
| Qualys QLYS | $7,6 mld | $669 mln | 10,1% | 33,2% | 169,1% | 37,5x | 4,1% |
| UiPath PATH | $7,4 mld | $1,6 mld | 12,7% | 3,5% | 13,7% | 21,1x | 1,4% |
| CommVault Systems CVLT | $7,1 mld | $1,2 mld | 18,9% | 6,3% | — | 107,9x | 0,9% |
| BlackBerry BB | $5,8 mld | $549 mln | 2,7% | 8,8% | 7,5% | 74,3x | 3,8% |
| Nutanix NTNX | — | $2,9 mld | 12,4% | 9,6% | — | — | 1,5% |
Radio & Tv Broadcasting & Communications Equipment · 15
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Ondas Inc. ONDS | $3,1 mld | $50,7 mln | 605,3% | −115,1% | — | — | 3,0% |
| Vistance Networks, Inc. VISN | $1,4 mld | $1,9 mld | 39,7% | 2,5% | 0,8% | 0,2x | 0,3% |
| Harmonic Inc. HLIT | $1,1 mld | $361 mln | −26,2% | 3,9% | 2,5% | — | 0,4% |
| Unusual Machines, Inc. UMAC | $827 mln | $11,2 mln | 101,2% | −224,6% | — | — | 4,6% |
| BlackSky Technology Inc. BKSY | $675 mln | $107 mln | 4,4% | −44,0% | −20,6% | — | 5,3% |
| Satellogic Inc. SATL | $577 mln | $17,7 mln | 37,6% | −175,2% | — | — | 2,4% |
| BK Technologies Corp BKTI | $268 mln | $86,1 mln | 12,5% | 18,6% | — | 19,5x | 0,3% |
| Aviat Networks, Inc. AVNW | $250 mln | $440 mln | 1,2% | 4,4% | 4,3% | 100,9x | 2,3% |
| Vuzix Corp VUZI | $172 mln | $6,3 mln | 9,1% | −517,6% | — | — | 0,0% |
| Airgain Inc AIRG | $52,0 mln | $51,8 mln | −14,6% | −16,4% | — | — | 0,7% |
| Energous Corp WATT | $48,4 mln | $5,6 mln | 633,1% | −177,9% | −362,1% | — | 0,6% |
| Comtech Telecommunications Corp /De/ CMTL | $37,0 mln | $250 mln | −17,0% | −7,3% | — | — | 1,6% |
| Kustom Entertainment, Inc. KUST | $2,8 mln | $5,4 mln | −59,9% | −200,7% | −349,8% | — | 9,9% |
| Gilat Satellite Networks Ltd GILT | — | $452 mln | 47,9% | 5,2% | 7,4% | — | �� |
| Ceragon Networks Ltd CRNT | — | $339 mln | −14,1% | 2,1% | 3,1% | — | �� |
Computer Peripheral Equipment, Nec · 14
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Corsair Gaming, Inc. CRSR | $1,5 mld | $1,5 mld | 11,9% | 0,1% | 0,2% | 44,3x | 0,7% |
| Mitek Systems Inc MITK | $908 mln | $180 mln | 4,4% | 9,3% | 6,4% | 39,7x | 4,4% |
| Evolv Technologies Holdings, Inc. EVLV | $832 mln | $146 mln | 40,5% | −33,2% | −48,5% | — | 0,7% |
| Immersion Corp IMMR | $237 mln | $1,7 mld | — | 1,5% | 9,0% | 20,9x | 0,9% |
| INVE Technologies, Inc. INVE | $67,6 mln | $21,5 mln | −19,3% | −103,1% | — | — | 2,2% |
| Interlink Electronics Inc LINK | $64,3 mln | $11,9 mln | 1,8% | −15,4% | — | — | 1,1% |
| Transact Technologies Inc TACT | $54,2 mln | $51,5 mln | 18,7% | −2,7% | — | — | 0,6% |
| Wetouch Technology Inc. WETH | $11,5 mln | $45,1 mln | 6,8% | 22,1% | — | 1,3x | 2,0% |
| Ainos, Inc. AIMD | $6,2 mln | $0,1 mln | 500,0% | −11 264,4% | — | — | 0,8% |
| Stratasys Ltd. SSYS | — | $551 mln | −3,7% | −13,2% | — | — | �� |
| Xerox Holdings Corp XRX | — | $7,0 mld | 12,9% | — | — | — | 8,2% |
| Radcom Ltd RDCM | — | $71,5 mln | 17,2% | 11,6% | — | — | �� |
| Planet Image International Ltd YIBO | — | $155 mln | 3,6% | −7,3% | −74,8% | — | �� |
| Virtuix Holdings Inc. VTIX | — | $4,3 mln | 18,4% | −242,7% | −4 928,9% | — | 2,5% |
Laboratory Analytical Instruments · 13
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| 10x Genomics, Inc. TXG | $9,3 mld | $643 mln | 5,2% | −9,5% | — | — | 2,6% |
| Cytek Biosciences, Inc. CTKB | $724 mln | $201 mln | 0,5% | −20,0% | — | — | 2,9% |
| Pacific Biosciences Of California, Inc. PACB | $655 mln | $160 mln | 3,9% | −346,2% | — | — | 2,4% |
| 908 Devices Inc. MASS | $433 mln | $56,2 mln | 17,7% | −70,1% | — | — | 1,2% |
| Nautilus Biotechnology, Inc. NAUT | $412 mln | — | — | — | — | — | 24,6% |
| Quanterix Corp QTRX | $135 mln | $139 mln | 1,1% | −90,4% | — | — | 0,7% |
| Rapid Micro Biosystems, Inc. RPID | $37,7 mln | $33,6 mln | 19,7% | −141,1% | −271,1% | — | 2,6% |
| Harvard Bioscience Inc HBIO | $37,2 mln | $86,6 mln | −8,1% | −56,1% | −93,6% | 0,9x | 1,3% |
| Precipio, Inc. PRPO | $35,8 mln | $24,0 mln | 29,8% | −5,0% | −7,9% | — | 2,9% |
| Bionano Genomics, Inc. BNGO | $13,0 mln | $28,5 mln | −7,4% | −116,9% | — | — | 4,2% |
| EyePoint, Inc. EYPT | $0,0 mln | $31,4 mln | −27,5% | −776,0% | — | — | 5,5% |
| Seer, Inc. SEER | — | $16,6 mln | 17,0% | −470,5% | — | — | 0,0% |
| ASTROTECH Corp ASTC | — | $0,9 mln | −8,7% | −1 548,5% | — | — | 0,4% |
Technology Hardware, Storage & Peripherals · 12
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Apple AAPL | $5,12 bln | $416,2 mld | 6,4% | 32,0% | 102,9% | 39,9x | 0,1% |
| Dell Technologies DELL | $297,6 mld | $113,5 mld | 18,8% | 7,2% | 36,0% | 26,5x | 0,8% |
| Sandisk SNDK | $191,9 mld | $20,2 mld | 175,3% | 61,2% | 105,9% | — | 1,8% |
| Seagate Technology STX | $144,4 mld | $12,2 mld | 34,1% | 33,6% | 92,0% | — | 1,8% |
| Western Digital WDC | $132,0 mld | $12,9 mld | 35,7% | 34,5% | 52,2% | 13,3x | 3,0% |
| Hewlett Packard Enterprise HPE | $82,1 mld | $34,3 mld | 13,8% | −1,3% | −0,9% | 29,4x | 2,2% |
| NetApp NTAP | $43,1 mld | $6,9 mld | 5,4% | 24,2% | — | 30,4x | 1,4% |
| Everpure P | $42,6 mld | $3,7 mld | 15,6% | 3,1% | — | 168,9x | 1,8% |
| HP HPQ | $31,2 mld | $55,3 mld | 3,2% | 5,7% | 55,3% | 12,9x | 0,4% |
| Supermicro SMCI | $23,0 mld | $39,1 mld | 77,8% | 7,1% | — | — | 2,3% |
| Logitech LOGI | $15,9 mld | $4,8 mld | 6,3% | 16,0% | 121,9% | 20,1x | 2,5% |
| IonQ IONQ | $11,5 mld | $130 mln | 201,9% | −487,4% | −68,3% | — | 0,4% |
Computer Communications Equipment · 11
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Extreme Networks Inc EXTR | $3,0 mld | $1,3 mld | 12,6% | 4,9% | 122,6% | 70,9x | 0,3% |
| Digi International Inc DGII | $2,9 mld | $430 mln | 1,5% | 13,1% | 6,0% | 59,5x | 3,0% |
| A10 Networks, Inc. ATEN | $1,9 mld | $291 mln | 11,0% | 16,2% | 72,2% | 43,1x | 3,6% |
| Netgear, Inc. NTGR | $607 mln | $700 mln | 3,8% | −4,9% | — | — | 0,7% |
| Lantronix Inc LTRX | $231 mln | $121 mln | −1,6% | −3,4% | −5,5% | — | 2,5% |
| Foxx Development Holdings Inc. FOXX | $13,8 mln | $52,6 mln | −20,2% | −83,5% | — | — | 3,6% |
| Intrusion Inc INTZ | $11,8 mln | $7,0 mln | 21,6% | −130,6% | — | — | 6,3% |
| Allot Ltd. ALLT | — | $102 mln | 10,6% | 3,5% | — | — | �� |
| Silicom Ltd. SILC | — | $61,9 mln | 6,6% | −19,8% | — | — | �� |
| Bos Better Online Solutions Ltd BOSC | — | $50,6 mln | 26,6% | 5,8% | 15,9% | — | �� |
| Tianci International, Inc. CIIT | — | $9,3 mln | 7,7% | −29,2% | — | — | 3,8% |
Communications Equipment · 10
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Cisco CSCO | $424,6 mld | $63,3 mld | 11,8% | 24,3% | 20,2% | — | 1,5% |
| Arista Networks ANET | $219,9 mld | $9,0 mld | 28,6% | 42,8% | — | 54,4x | 0,8% |
| Motorola Solutions MSI | $80,6 mld | $11,7 mld | 8,0% | 25,6% | 28,6% | 37,9x | 0,8% |
| Lumentum LITE | $56,4 mld | $3,0 mld | 83,2% | 17,4% | 10,4% | — | 0,5% |
| Ciena CIEN | $46,8 mld | $4,8 mld | 18,8% | 4,1% | 5,1% | 71,5x | 0,7% |
| Ubiquiti UI | $35,6 mld | $3,3 mld | 27,2% | 36,2% | 104,2% | — | 1,4% |
| F5 FFIV | $26,2 mld | $3,1 mld | 9,7% | 24,8% | 30,5% | 36,3x | 1,2% |
| InterDigital IDCC | $11,2 mld | $834 mln | −4,0% | 55,3% | 113,5% | 38,1x | 1,4% |
| Viasat VSAT | $8,4 mld | $4,6 mld | 2,7% | 2,3% | 0,6% | — | 4,2% |
| Viavi Solutions VIAV | $7,0 mld | $1,5 mld | 40,0% | 6,9% | 4,3% | — | 0,5% |
Semiconductor Materials & Equipment · 10
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Applied Materials AMAT | $301,8 mld | $28,4 mld | 4,4% | 29,2% | 35,9% | 32,5x | 0,4% |
| Lam Research LRCX | $289,0 mld | $23,2 mld | 26,0% | 35,3% | 77,7% | 34,3x | 0,0% |
| KLA KLAC | $192,1 mld | $13,6 mld | 11,7% | — | 75,3% | — | 1,5% |
| Teradyne TER | $49,3 mld | $3,2 mld | 13,1% | 20,4% | 23,0% | — | 0,0% |
| Qnity Electronics Q | $23,1 mld | $4,8 mld | 9,7% | — | 7,3% | — | 1,0% |
| Entegris ENTG | $20,7 mld | $3,2 mld | −1,4% | 14,3% | 5,8% | 67,3x | 4,8% |
| MKS Instruments MKSI | $14,3 mld | $3,9 mld | 9,6% | 13,4% | 7,9% | 31,3x | 0,2% |
| Onto Innovation ONTO | $9,9 mld | $1,0 mld | 1,8% | 13,2% | 8,8% | 74,7x | 0,0% |
| Advanced Energy AEIS | $9,2 mld | $1,8 mld | 21,4% | 9,3% | 13,6% | 40,3x | 0,0% |
| FormFactor FORM | $7,8 mld | $785 mln | 2,8% | 7,3% | 6,8% | 67,5x | 3,7% |
Communications Equipment, Nec · 9
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Esco Technologies Inc ESE | $6,0 mld | $1,1 mld | 19,2% | 15,6% | 7,9% | 19,1x | 0,4% |
| Napco Security Technologies, Inc NSSC | $1,4 mld | $202 mln | 11,4% | 22,6% | — | 32,4x | 0,6% |
| Powerfleet, Inc. AIOT | $357 mln | $444 mln | — | 4,4% | 2,1% | — | 1,5% |
| Turtle Beach Corp TBCH | $316 mln | $320 mln | −14,2% | 8,6% | 15,4% | — | 0,2% |
| Inseego Corp. INSG | $69,2 mln | $166 mln | −13,1% | 2,6% | — | 30,3x | 1,2% |
| AmpliTech Group, Inc. AMPG | $65,5 mln | $25,2 mln | 165,0% | −29,1% | — | — | 3,2% |
| Knightscope, Inc. KSCP | $9,4 mln | $11,3 mln | 4,9% | −299,0% | −230,4% | — | 1,2% |
| Rekor Systems, Inc. REKR | — | $48,5 mln | 5,3% | −59,6% | −55,3% | — | 3,0% |
| Senstar Technologies Corp SNT | — | $36,4 mln | 1,7% | 8,3% | — | — | �� |
Electronic Components, Nec · 9
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Impinj Inc PI | $5,2 mld | $361 mln | −1,4% | −0,2% | −0,2% | — | 2,7% |
| Varex Imaging Corp VREX | $785 mln | $845 mln | 4,1% | −3,3% | −3,2% | 35,4x | 0,1% |
| M-tron Industries, Inc. MPTI | $283 mln | $54,4 mln | 11,0% | 18,9% | — | 24,0x | 0,8% |
| Espey Mfg & Electronics Corp ESP | $149 mln | $46,1 mln | 4,9% | 25,1% | — | 13,4x | 1,5% |
| Lgl Group Inc LGL | $43,3 mln | $4,2 mln | −2,9% | 6,0% | — | — | 1,5% |
| Nortech Systems Inc NSYS | $30,9 mln | $12,2 mln | −15,0% | 8,0% | — | 27,8x | 0,9% |
| Microvision, Inc. MVIS | $26,3 mln | $1,2 mln | −74,3% | −6 856,6% | — | — | 3,5% |
| Neonode Inc. NEON | — | $2,1 mln | −33,7% | 357,5% | — | — | 0,2% |
| Ostin Technology Group Co., Ltd. OST | — | $39,7 mln | 22,2% | −22,9% | −26,0% | — | �� |
Electronic Equipment & Instruments · 8
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Keysight Technologies KEYS | $54,5 mld | $5,4 mld | 8,0% | 16,3% | 12,1% | 43,1x | 1,0% |
| Roper Technologies ROP | $44,1 mld | $7,9 mld | 12,3% | 28,3% | 6,4% | 18,2x | 0,4% |
| Teledyne Technologies TDY | $29,3 mld | $6,1 mld | 7,9% | 18,8% | 7,8% | 28,6x | 0,8% |
| Zebra Technologies ZBRA | $18,6 mld | $5,4 mld | 8,3% | 13,0% | 9,7% | 35,3x | 0,6% |
| Cognex CGNX | $9,4 mld | $994 mln | 8,7% | 16,4% | 8,4% | 53,4x | 1,7% |
| Novanta NOVT | $5,8 mld | $981 mln | 3,3% | 9,6% | 6,5% | 89,7x | 3,0% |
| Vontier VNT | $4,8 mld | $3,1 mld | 3,2% | 18,3% | 15,8% | 14,2x | 0,5% |
| Crane NXT CXT | $3,3 mld | $1,7 mld | 11,4% | 14,9% | 10,4% | 23,6x | 2,3% |
Printed Circuit Boards · 8
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Celestica Inc CLS | $30,2 mld | $12,4 mld | 28,5% | 8,4% | 36,8% | 27,1x | 3,3% |
| Plexus Corp PLXS | $5,9 mld | $4,0 mld | 1,8% | 5,0% | — | 32,0x | 1,7% |
| Benchmark Electronics Inc BHE | $2,4 mld | $2,7 mld | 0,1% | 2,9% | 5,0% | 45,1x | 0,7% |
| Cts Corp CTS | $1,5 mld | $541 mln | 5,2% | 15,3% | — | 22,7x | 0,9% |
| Kimball Electronics, Inc. KE | $609 mln | $1,4 mld | −3,7% | 4,6% | 7,0% | 21,8x | 1,6% |
| Key Tronic Corp KTCC | $23,0 mln | $387 mln | −17,4% | −3,8% | −6,7% | — | 0,9% |
| Nano Dimension Ltd. NNDM | $0,3 mln | $102 mln | 77,3% | −137,0% | — | — | 2,2% |
| Eltek Ltd ELTK | — | $51,8 mln | 11,3% | 4,5% | — | — | �� |
Instruments For Meas & Testing Of Electricity & Elec Signals · 8
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Itron, Inc. ITRI | $3,9 mld | $2,4 mld | −3,0% | 13,2% | 14,1% | 14,7x | 0,6% |
| Cohu Inc COHU | $2,3 mld | $453 mln | 12,7% | −15,4% | −9,1% | — | 3,7% |
| Aehr Test Systems AEHR | $1,7 mld | $50,0 mln | −15,2% | −28,3% | — | — | 0,6% |
| Allient Inc ALNT | $1,5 mld | $554 mln | 4,6% | 7,9% | 7,6% | 51,6x | 1,7% |
| Transcat Inc TRNS | $776 mln | $332 mln | 19,2% | 4,0% | 2,3% | — | 0,1% |
| Frequency Electronics Inc FEIM | $657 mln | $63,2 mln | −9,4% | −4,7% | — | — | 4,2% |
| Intest Corp INTT | $171 mln | $114 mln | −12,9% | −3,3% | −3,0% | — | 6,7% |
| Data I/O Corp DAIO | $23,5 mln | $21,5 mln | −1,2% | −23,8% | — | — | 1,2% |
IT Consulting & Other Services · 7
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| IBM IBM | $241,8 mld | $67,5 mld | 7,6% | — | 15,4% | 21,6x | 0,6% |
| Accenture ACN | $154,0 mld | $74,2 mld | 6,5% | 15,4% | 30,6% | — | 3,6% |
| Cognizant CTSH | $33,6 mld | $21,1 mld | 7,0% | 16,1% | 16,2% | 15,3x | 4,3% |
| Gartner IT | $15,3 mld | $6,5 mld | 3,7% | 15,8% | 44,6% | 20,8x | 1,8% |
| Kyndryl KD | $3,3 mld | $15,1 mld | 0,2% | — | 7,8% | 39,9x | 2,9% |
| DXC Technology DXC | $2,7 mld | $12,6 mld | −1,8% | 7,7% | 9,2% | 21,2x | 0,1% |
| NCR Voyix VYX | $1,2 mld | $2,7 mld | −4,7% | 1,0% | 1,3% | 20,5x | 2,9% |
Internet Services & Infrastructure · 7
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Shopify SHOP | $218,9 mld | $11,6 mld | 30,1% | 12,7% | 16,3% | 114,0x | 0,1% |
| Cloudflare NET | $115,4 mld | $2,2 mld | 29,9% | −9,6% | −29,7% | — | 7,3% |
| Verisign VRSN | $27,1 mld | $1,7 mld | 6,4% | 67,7% | — | 32,3x | 1,4% |
| GoDaddy GDDY | $14,8 mld | $5,0 mld | 8,3% | 22,8% | 30,6% | 16,8x | 1,7% |
| Akamai Technologies AKAM | $14,4 mld | $4,2 mld | 5,4% | 13,5% | 6,3% | 33,8x | 2,6% |
| DigitalOcean DOCN | $11,8 mld | $901 mln | 15,5% | 17,4% | 15,7% | 43,2x | 1,3% |
| Wix.com WIX | $4,7 mld | $2,0 mld | 13,2% | 0,1% | — | — | 0,7% |
Electronic Manufacturing Services · 7
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| TE Connectivity TEL | $61,0 mld | $17,3 mld | 8,9% | 18,6% | 12,1% | 20,4x | 0,2% |
| Jabil JBL | $29,3 mld | $36,0 mld | 20,6% | 4,7% | 39,3% | — | 2,5% |
| Flex FLEX | $28,6 mld | $27,9 mld | 8,1% | 4,9% | 16,3% | 29,6x | 0,2% |
| Fabrinet FN | $11,4 mld | $4,6 mld | 35,7% | 10,0% | 30,0% | — | 0,9% |
| TTM Technologies TTMI | $8,6 mld | $2,9 mld | 19,0% | 9,1% | 10,7% | 36,2x | 8,4% |
| Sanmina SANM | $8,6 mld | $8,1 mld | 7,4% | 4,4% | 14,2% | 27,9x | 0,8% |
| IPG Photonics IPGP | $3,0 mld | $1,0 mld | 2,7% | 1,3% | 0,8% | 109,3x | 2,4% |
Industrial Instruments For Measurement, Display, And Control · 7
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Ralliant Corp RAL | $7,5 mld | $2,1 mld | −4,0% | −57,2% | −37,9% | — | 1,3% |
| Mesa Laboratories Inc /Co/ MLAB | $741 mln | $249 mln | 3,4% | 7,4% | 5,3% | 151,4x | 0,3% |
| Senseonics Holdings, Inc. SENS | $434 mln | $35,3 mln | 56,9% | −193,8% | −2 074,8% | — | 1,5% |
| Hurco Companies Inc HURC | $139 mln | $179 mln | −4,3% | −5,8% | — | — | 1,5% |
| Sypris Solutions Inc SYPR | $37,2 mln | $120 mln | −14,5% | −5,5% | — | — | 4,2% |
| ClearSign Technologies Corp CLIR | $13,7 mln | $5,2 mln | 45,6% | −127,5% | — | — | 5,7% |
| Focus Universal Inc. FCUV | $1,9 mln | $0,3 mln | −35,9% | −1 918,9% | — | — | 4,1% |
Telephone & Telegraph Apparatus · 6
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| ADTRAN Holdings, Inc. ADTN | $520 mln | $1,1 mld | 17,5% | −1,4% | — | — | 0,3% |
| Clearfield, Inc. CLFD | $377 mln | $150 mln | 19,6% | 1,4% | — | — | 0,7% |
| Franklin Wireless Corp FKWL | $25,9 mln | $36,5 mln | −20,8% | −7,3% | — | — | 0,5% |
| Clearone Inc CLRO | $8,7 mln | $0,0 mln | — | — | — | — | 69,3% |
| DNA X, Inc. SONM | $4,2 mln | — | — | — | — | — | 3,5% |
| Audiocodes Ltd AUDC | — | $246 mln | 1,4% | 5,7% | — | — | �� |
Electronic Components · 5
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Corning GLW | $108,2 mld | $15,6 mld | 19,1% | 14,6% | 10,8% | 56,5x | 0,2% |
| Amphenol APH | $95,5 mld | $23,1 mld | 51,7% | 25,4% | 29,1% | 18,6x | 1,4% |
| Coherent COHR | $40,9 mld | $7,1 mld | 22,5% | — | 9,1% | — | 0,7% |
| Littelfuse LFUS | $8,9 mld | $2,4 mld | 8,9% | 1,6% | 0,7% | — | 0,3% |
| Belden BDC | $4,1 mld | $2,7 mld | 10,3% | 11,6% | 13,3% | 16,9x | 0,7% |
Measuring & Controlling Devices, Nec · 5
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Mirion Technologies, Inc. MIR | $4,1 mld | $925 mln | 7,5% | 5,6% | 2,5% | 148,1x | 0,7% |
| Quantum-Si Inc QSI | $305 mln | $2,4 mln | −20,3% | −4 766,0% | — | — | 21,7% |
| Owlet, Inc. OWLT | $117 mln | $106 mln | 37,1% | −7,0% | — | — | 1,2% |
| Geospace Technologies Corp GEOS | $55,1 mln | $111 mln | −18,3% | −10,2% | −9,0% | — | 0,7% |
| Birchtech Corp. BCHT | $29,7 mln | $17,6 mln | 1,3% | −17,2% | — | — | 0,9% |
Technology Distributors · 4
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| CDW CDW | $21,0 mld | $22,4 mld | 6,8% | 7,4% | 16,4% | 19,8x | 0,3% |
| TD Synnex SNX | $19,6 mld | $62,5 mld | 6,9% | 2,3% | 10,3% | 15,1x | 0,1% |
| Arrow Electronics ARW | $10,9 mld | $30,9 mld | 10,5% | 2,7% | 7,3% | 13,4x | 0,2% |
| Avnet AVT | $7,3 mld | $27,6 mld | 24,5% | 2,6% | 7,0% | — | 0,6% |
Electronic Components & Accessories · 4
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Mercury Systems Inc MRCY | $4,5 mld | $984 mln | 7,9% | 0,0% | — | — | 0,9% |
| Vishay Intertechnology Inc VSH | $3,9 mld | $3,1 mld | 4,5% | 1,9% | 1,5% | 140,5x | 1,2% |
| KULR Technology Group, Inc. KULR | $73,6 mln | $16,2 mln | 50,6% | −265,9% | — | — | 0,0% |
| Vishay Precision Group, Inc. VPG | $0,7 mln | $307 mln | 0,2% | 4,5% | 3,3% | 177,5x | 1,1% |
Electronic Computers · 4
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Omnicell, Inc. OMCL | $1,7 mld | $1,2 mld | 6,5% | 0,4% | — | 44,9x | 1,8% |
| One Stop Systems, Inc. OSS | $147 mln | $32,2 mln | 31,2% | −10,5% | — | 65,7x | 0,0% |
| Socket Mobile, Inc. SCKT | $4,2 mln | $15,1 mln | −19,6% | −21,3% | — | — | 4,3% |
| Zepp Health Corp ZEPP | — | $259 mln | 41,8% | −11,3% | −10,6% | — | �� |
Calculating & Accounting Machines (No Electronic Computers) · 3
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| NCR Atleos Corp NATL | $3,6 mld | $4,4 mld | 1,1% | 11,0% | 15,1% | 18,3x | 0,1% |
| DIEBOLD NIXDORF, Inc DBD | $2,4 mld | $3,8 mld | — | 6,4% | 11,9% | 23,0x | 0,1% |
| Par Technology Corp PAR | $737 mln | $456 mln | 30,2% | −15,1% | −4,8% | — | 1,8% |
Photographic Equipment & Supplies · 3
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Eastman Kodak Co KODK | $962 mln | $1,1 mld | 2,5% | 0,0% | 0,0% | — | 1,6% |
| GoPro, Inc. GPRO | $173 mln | $652 mln | −18,7% | −12,8% | −78,4% | — | 1,0% |
| MOVING iMAGE TECHNOLOGIES INC. MITQ | $5,2 mln | $17,3 mln | −4,6% | −2,9% | — | — | 0,0% |
Optical Instruments & Lenses · 3
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Syntec Optics Holdings, Inc. OPTX | $262 mln | $28,1 mln | −1,3% | −1,8% | −3,5% | — | 0,5% |
| Optex Systems Holdings Inc OPXS | $66,6 mln | $41,3 mln | 21,6% | 17,3% | — | 17,8x | 0,4% |
| MultiSensor AI Holdings, Inc. MSAI | $7,6 mln | $5,6 mln | −25,0% | −216,4% | — | 0,5x | 6,6% |
Watches, Clocks, Clockwork Operated Devices/Parts · 2
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Movado Group Inc MOV | $726 mln | $671 mln | 2,7% | 4,4% | — | 17,4x | 2,5% |
| Fossil Group, Inc. FOSL | $390 mln | $1,0 mld | −12,3% | −1,9% | −8,0% | — | 0,8% |
Electronic Connectors · 2
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Methode Electronics Inc MEI | $432 mln | $1,0 mld | −2,8% | 0,9% | 0,8% | — | 4,3% |
| R F Industries Ltd RFIL | $80,0 mln | $80,6 mln | 24,3% | 2,2% | — | 32,9x | 2,5% |
Totalizing Fluid Meters & Counting Devices · 1
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Badger Meter Inc BMI | $4,4 mld | $917 mln | 10,9% | 20,0% | 28,3% | 34,9x | 1,1% |
Computer Storage Devices · 1
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Quantum Corp /De/ QMCO | $387 mln | $280 mln | 2,0% | −8,8% | — | — | 3,8% |
Laboratory Apparatus & Furniture · 1
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Kewaunee Scientific Corp /De/ KEQU | $95,8 mln | $282 mln | 17,3% | 5,9% | 15,0% | 11,9x | 1,3% |
Electronic Coils, Transformers & Other Inductors · 1
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Bel Fuse Inc /Nj BELFA | — | $675 mln | 26,3% | 16,4% | 15,3% | — | 0,6% |
Services-Computer Rental & Leasing · 1
| Firma | Kapitalizacja | Przychody | Wzrost | Marża op. | ROIC | C/Z | Dzień |
|---|---|---|---|---|---|---|---|
| Bragg Gaming Group Inc. BRAG | — | $120 mln | 8,4% | −5,0% | −6,8% | — | �� |
