Technology stocks

Companies whose primary business models, products, and core revenues are centered on technology hardware, software, semiconductors, or digital services. Each company is scored for exposure, with the reason and its sources.

Screened October 22, 2026. Market data as of the same day.

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Companies whose primary business models, products, and core revenues are centered on technology hardware, software, semiconductors, or digital services.

40 companies · 40 benefit · 0 hurtSector: Electronic Technology, Technology Services7365 companies passed the filters


ASML.AS	ASML Holding N.V.	+1.00	Semiconductor and Chip Equipment	$641B	40.6	+22.5%	34.1%	+54.4%	+61.9%	Netherlands	Electronic Technology
ASML Holding N.V.+1.00Semiconductor and Chip Equipment ASML designs, manufactures, and services semiconductor lithography, metrology, and inspection equipment, including EUV and DUV systems. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. ASML Holding N.V. 2026-10-08 20:10:10 UTCOpen source ASML Holding N.V. specializes in the design, manufacturing, sales, and servicing of cutting-edge semiconductor manufacturing equipment. Their product portfolio encompasses sophisticated lithography, metrology, and inspection systems, primarily catering to both memory and logic chip producers. Key offerings include state-of-the-art extreme ultraviolet (EUV) lithography and deep ultraviolet (DUV) lithography solutions, comprising both immersion and dry options, which support a wide array of semiconductor nodes and technologies. The company also provides advanced metrology and inspection tools, notably the YieldStar optical metrology system for assessing wafer pattern quality, and HMI e-beam solutions engineered to detect and scrutinize individual chip defects. Additionally, ASML offers computational lithography and software applications designed to refine the operational setup of their lithography systems. Their services extend to mature products, involving the reconditioning of pre-owned lithography equipment and providing related support services. With a global footprint, ASML conducts operations across numerous regions, including Japan, South Korea, Singapore, Taiwan, China, its home country the Netherlands, the broader European continent, the United States, and various other Asian markets. Founded in 1984, the firm, originally named ASM Lithography Holding N.V. until its renaming to ASML Holding N.V. in 2001, maintains its principal executive offices in Veldhoven, the Netherlands.
2330.TW	Taiwan Semiconductor Manufacturing Company Limited	+1.00	Semiconductor and Chip Equipment	$1.9T	24.3	+36.2%	51.5%	+53.4%	+63.4%	Taiwan	Electronic Technology
Taiwan Semiconductor Manufacturing Company Limited+1.00Semiconductor and Chip Equipment TSMC’s business centers on fabricating, assembling, and testing integrated circuits and semiconductor devices for customers worldwide. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. Taiwan Semiconductor Manufacturing Company Limited 2026-10-08 20:10:10 UTCOpen source Taiwan Semiconductor Manufacturing Company Limited (TSMC) specializes in the comprehensive production cycle of integrated circuits and various semiconductor devices, including their fabrication, assembly, rigorous testing, and worldwide distribution. The company's global reach extends significantly across Taiwan, mainland China, Japan, the United States, Europe, the Middle East, and Africa. Utilizing advanced complementary metal oxide silicon (CMOS) wafer fabrication techniques, TSMC engineers a diverse portfolio of semiconductors, encompassing logic, mixed-signal, radio frequency, and embedded memory solutions. Beyond manufacturing, they also offer extensive client support, dedicated account management, and specialized engineering expertise, in addition to producing critical masks. Their innovative components are fundamental to a wide range of applications, including mobile communications, high-performance computing systems, automotive electronics, and the rapidly expanding Internet of Things (IoT) sector. Founded in 1987, the enterprise is headquartered in Hsinchu City, Taiwan.
GFS	GLOBALFOUNDRIES Inc.	+1.00	Semiconductor and Chip Equipment	$23.8B	33.9	+1.4%	10.3%	+22.0%	+23.6%	United States	Electronic Technology
GLOBALFOUNDRIES Inc.+1.00Semiconductor and Chip Equipment GlobalFoundries is a semiconductor foundry providing integrated-circuit manufacturing and wafer-fabrication services. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. GLOBALFOUNDRIES Inc. 2026-10-08 20:10:10 UTCOpen source GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits. These vital components are instrumental in powering a wide array of ubiquitous electronic devices. The company's diverse portfolio includes the manufacturing of various semiconductor devices, such as microprocessors, mobile application processors, baseband and network processors, radio frequency modems, microcontrollers, power management units, and microelectromechanical systems. Additionally, it offers comprehensive wafer fabrication services and advanced technological solutions. Established in 2009, the firm maintains its headquarters in Malta, New York.
TSEM	Tower Semiconductor Ltd.	+1.00	Semiconductor and Chip Equipment	$19.0B	66.2	+14.9%	16.9%	+39.2%	+125.7%	Israel	Electronic Technology
Tower Semiconductor Ltd.+1.00Semiconductor and Chip Equipment Tower Semiconductor operates a foundry manufacturing analog-intensive and mixed-signal semiconductor components and provides wafer-fabrication services. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. Tower Semiconductor Ltd. 2026-10-08 20:10:10 UTCOpen source Tower Semiconductor Ltd. operates as a prominent independent semiconductor foundry, engaged in the worldwide production and sale of analog-intensive, mixed-signal semiconductor components. The company provides a comprehensive suite of customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensors, integrated power management solutions, and MEMS. Furthermore, it offers wafer fabrication services, a design enablement platform to streamline the development process, and specialized services for process transfer optimization and new product development. Tower Semiconductor caters to both integrated device manufacturers and fabless companies, with its products serving a wide range of industries such as consumer electronics, computing, telecommunications, automotive, industrial, aerospace, defense, and medical devices. Established in 1993 and based in Migdal Haemek, Israel, its market reach extends across the United States, Japan, other Asian regions, and Europe.
XFAB.PA	X-FAB Silicon Foundries SE	+1.00	Semiconductor and Chip Equipment	$789M	181.0	-3.1%	0.5%	-0.4%	-23.3%	Belgium	Electronic Technology
X-FAB Silicon Foundries SE+1.00Semiconductor and Chip Equipment X-FAB specializes in foundry manufacturing of analog and mixed-signal semiconductor wafers and devices. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. X-FAB Silicon Foundries SE 2026-10-08 20:10:10 UTCOpen source X-FAB Silicon Foundries SE functions as a specialist foundry, providing manufacturing services for analog and mixed-signal semiconductor technologies. The company is involved in the fabrication of silicon wafers, which serve a broad spectrum of industries including automotive, industrial, consumer electronics, medical applications, and mobile communications. Their production capabilities also extend to advanced analog/mixed-signal integrated circuits, sophisticated sensors, and micro-electro-mechanical systems. Beyond manufacturing, X-FAB offers comprehensive support services, encompassing design assistance, engineering, prototyping, and outsourcing solutions for clients designing various semiconductor devices. Their clientele includes integrated device manufacturers, original equipment manufacturers, and fabless semiconductor companies. Established in 1992 and headquartered in Tessenderlo, Belgium, the firm maintains a significant global presence, operating in numerous countries across Europe, Asia, and North America. X-FAB Silicon Foundries SE is a subsidiary of XTRION NV.
ALAB	Astera Labs, Inc. Common Stock	+1.00	Semiconductor and Chip Equipment	$44.7B	126.9	+98.5%	30.7%	+50.2%	+67.6%	United States	Electronic Technology
Astera Labs, Inc. Common Stock+1.00Semiconductor and Chip Equipment Astera Labs develops and markets semiconductor connectivity products for cloud computing and AI infrastructure. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. Astera Labs, Inc. Common Stock 2026-10-08 20:10:10 UTCOpen source Astera Labs, Inc. develops, produces, and markets semiconductor-based connectivity solutions for cloud computing and artificial intelligence infrastructure. Its core offering, the Intelligent Connectivity Platform, comprises a comprehensive portfolio of data, network, and memory connectivity products. These are unified by a software-defined architecture, which empowers customers to seamlessly deploy and operate high-performance cloud and AI systems at scale. Established in 2017, the company is headquartered in Santa Clara, California.
3661.TW	Alchip Technologies, Limited	+1.00	Semiconductor and Chip Equipment	$9.8B	50.1	-51.3%	25.4%	-2.9%	+5.4%	Taiwan	Electronic Technology
Alchip Technologies, Limited+1.00Semiconductor and Chip Equipment Alchip designs custom fabless ASICs and SoCs, with chiplet and advanced-packaging capabilities for AI and high-performance computing. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. Alchip Technologies, Limited 2026-10-08 20:10:10 UTCOpen source Alchip Technologies, Limited, together with its affiliated companies, specializes in the innovation, development, and design of custom-built, fabless Application Specific Integrated Circuits (ASICs) and complete Systems on a Chip (SoCs), in addition to offering a spectrum of related services. The firm provides comprehensive non-recurring engineering (NRE) for its specialized ASIC and SoC designs. It oversees the entire mass production process, covering wafer manufacturing, subsequent packaging, and final testing. Alchip also furnishes an extensive database of circuit design components and essential silicon intellectual property (IP) to facilitate product creation. Its expertise includes generating detailed circuit diagrams for mask fabrication, the actual production of masks, wafer processing, dicing, and packaging. Additionally, the company delivers crucial back-end services, encompassing wafer fabrication, assembly, and thorough quality assurance testing. Furthermore, Alchip is a pioneer in its chiplet technology platform, which incorporates a rich portfolio of computing intellectual property. It also boasts advanced 2.5D heterogeneous packaging capabilities, specifically engineered to address the stringent requirements of the Artificial Intelligence (AI) and High-Performance Computing (HPC) sectors. Alchip's integrated circuits and solutions are widely deployed across numerous industries. They form the backbone of networking, data storage, and general computing equipment. Consumer electronics, such as high-definition televisions, mobile phones, digital cameras (both still and video), sophisticated entertainment systems, portable media players, and tablet PCs, extensively utilize its technology. Beyond these, its products are vital components in surveillance systems, various entertainment machines, and critical medical devices and instruments. The company maintains a significant global footprint, with operations spanning key regions including Mainland China, Japan, the United States, Taiwan, and across Europe, serving an international clientele. Established in 2003, Alchip Technologies, Limited is headquartered in Taipei, Taiwan.
4919.TW	Nuvoton Technology Corporation	+1.00	Semiconductor and Chip Equipment	$2.0B	—	-3.7%	-4.8%	+163.7%	+108.5%	Taiwan	Electronic Technology
Nuvoton Technology Corporation+1.00Semiconductor and Chip Equipment Nuvoton develops and sells semiconductors, including microcontrollers, processors, SoCs, and analog and power-management ICs. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. Nuvoton Technology Corporation 2026-10-08 20:10:10 UTCOpen source Nuvoton Technology Corporation functions as a prominent semiconductor firm, operating with its subsidiaries to offer a wide array of products and services. The company is actively involved in the full lifecycle of logic integrated circuits (ICs), from initial research and design to development, manufacturing, and global sales. Additionally, Nuvoton specializes in the production, testing, and OEM provision of 6-inch wafers. Its extensive product portfolio features microcontrollers, microprocessors, and application-specific SoCs. Nuvoton also delivers specialized ICs for battery monitoring, communication and interface needs, and human-machine interface display applications, alongside advanced audio integrated LSIs. Further hardware components include image and gas sensors, laser diodes, analog ICs, and CSP MOSFET products. For audio solutions, their offerings encompass dedicated SoCs, amplifiers, converters, sound enhancements, speech controllers, and digital chipcorder devices. Within the cloud computing sector, Nuvoton provides embedded controllers, hardware monitors, various I/O and security devices, iBMC solutions, and voltage level shifters. Their power management offerings include power switches and voltage regulators, complemented by optical transceiver solutions. Beyond hardware, the company manages an IoT platform that supports diverse IoT solutions and a graphical user interface (GUI) platform designed for crafting embedded system graphics, complete with accompanying reference designs. Nuvoton also engages in the wholesale distribution of computer hardware, accessories, and software, in addition to offering specialized computer software services. These varied products find widespread application across numerous industries, including automotive, computing, medical, portable devices, audio/video equipment, consumer and industrial electronics, IoT security systems, and smart home appliances. Established in 2008, Nuvoton maintains its headquarters in Hsinchu City, Taiwan, and operates as a subsidiary of Winbond Electronics Corporation.
3105.TWO	WIN Semiconductors Corp.	+1.00	Semiconductor and Chip Equipment	$6.7B	57.2	+24.1%	18.9%	+161.3%	+386.0%	Taiwan	Electronic Technology
WIN Semiconductors Corp.+1.00Semiconductor and Chip Equipment WIN Semiconductors manufactures GaAs wafers and semiconductor products, including MMICs and RFICs, and provides foundry and testing services. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. WIN Semiconductors Corp. 2026-10-08 20:10:10 UTCOpen source WIN Semiconductors Corp., established in 1999 and headquartered in Taoyuan City, Taiwan, is primarily engaged in the research, development, manufacturing, and global distribution of gallium arsenide (GaAs) wafers. The company serves markets across Taiwan, Asia, the Americas, and Europe. Its key semiconductor products include GaAs monolithic microwave integrated circuits (MMICs) and radio frequency integrated circuits (RFICs). In addition to its core semiconductor offerings, WIN Semiconductors provides a range of related services, suchalling foundry capabilities, testing, design support, high-frequency packaging, and final product testing. The company also maintains a diverse portfolio of other ventures, including: The development and commercialization of technology for hog farming. The research, production, and sale of high-density gene chips, biochip optical readers, and micro-electrophoresis analyzers. The development and trade of farm animal feed. The creation and sale of diagnostic tools for endometrial cancer. Information software services. Biotechnology and pharmaceutical testing, along with biotech research and development. Furthermore, WIN Semiconductors manages its own investment, logistics, and marketing operations.
MCHP	Microchip Technology	+1.00	Semiconductor and Chip Equipment	$40.5B	111.4	+20.9%	9.3%	+14.2%	+14.3%	United States	Electronic Technology
Microchip Technology+1.00Semiconductor and Chip Equipment Microchip Technology designs and sells physical semiconductor products, including chips, microprocessors, and FPGAs. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. hardware_supply_chain_exposure · MCHP 2026-07-01 00:00:00 UTCOpen source Microchip Technology is a pure-play semiconductor manufacturer designing and selling physical chips, microprocessors, and FPGAs.
NVDA	NVIDIA Corporation	+1.00	Semiconductor and Chip Equipment	$5.1T	26.8	+83.4%	63.7%	+11.8%	+17.1%	United States	Electronic Technology
NVIDIA Corporation+1.00Semiconductor and Chip Equipment NVIDIA supplies data-center accelerators and networking products for AI infrastructure, and its runtime and models extend its business into enterprise software. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. ai_demand_capture · NVDA 2026-09-02 20:36:49 UTCOpen source NVIDIA supplies accelerators and data-center Ethernet switching required by the AI infrastructure deployed through server OEMs. NVIDIA Corporation 2026-05-20 16:04:49 UTCOpen source NVIDIA provides the runtime (OpenShell) and models (Nemotron) for the EnterpriseClaw platform. This deepens NVIDIA's software ecosystem lock-in within the enterprise sector, moving it further up the stack from pure hardware to being the foundational software layer for autonomous agents.
AVGO	Broadcom Inc.	+1.00	Semiconductor and Chip Equipment	$1.5T	41.3	+48.7%	42.9%	-8.4%	-6.9%	United States	Electronic Technology
Broadcom Inc.+1.00Semiconductor and Chip Equipment Broadcom supplies custom accelerator, networking, and connectivity silicon, alongside enterprise security software. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. server_demand_revenue_exposure · AVGO 2026-10-06 05:18:24 UTCOpen source Broadcom's custom accelerators and networking silicon are complementary infrastructure components in expanding data centers. deployment_model_exposure · AVGO 2026-09-01 23:37:50 UTCOpen source Broadcom has software-led enterprise security and SASE exposure, but its overall portfolio also includes substantial infrastructure and networking hardware exposure.
VECO	Veeco Instruments Inc.	+1.00	Semiconductor and Chip Equipment	$2.5B	113.0	-2.5%	3.4%	+40.9%	+40.4%	United States	Electronic Technology
Veeco Instruments Inc.+1.00Semiconductor and Chip Equipment Veeco engineers and supplies semiconductor and thin-film process equipment used to manufacture electronic devices. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. Veeco Instruments Inc. 2026-10-08 20:10:10 UTCOpen source Veeco Instruments Inc., operating globally with its subsidiaries, specializes in the engineering, production, sale, and support of advanced semiconductor and thin film process equipment used primarily in the manufacture of electronic devices. Their comprehensive product portfolio features systems such as laser annealing, ion beam deposition and etch, metal organic chemical vapor deposition (MOCVD), single wafer wet processing and surface preparation, molecular beam epitaxy (MBE), and atomic layer deposition (ALD), alongside other deposition solutions and packaging lithography tools. These advanced processing platforms are essential for manufacturing diverse microelectronic components, including logic chips, dynamic random-access memory (DRAM), photonics devices, power electronics, radio frequency (RF) filters and amplifiers, magnetic heads for hard disk drives, and various other semiconductor applications. The company's clientele encompasses integrated device manufacturers (IDMs), foundries, outsourced semiconductor assembly and test (OSAT) providers, hard disk drive and photonics producers, as well as educational institutions and research facilities. Established in 1945, Veeco Instruments Inc. is headquartered in Plainview, New York.
FORM	FormFactor, Inc.	+1.00	Semiconductor and Chip Equipment	$7.4B	65.2	+18.0%	12.8%	+64.3%	+118.0%	United States	Electronic Technology
FormFactor, Inc.+1.00Semiconductor and Chip Equipment FormFactor designs and manufactures semiconductor test and measurement systems, probe cards, and related equipment. Semiconductor and Chip Equipment: Companies designing, manufacturing, packaging, or providing fabrication equipment for integrated circuits and semiconductors. FormFactor, Inc. 2026-10-08 20:10:10 UTCOpen source FormFactor, Inc., established in Livermore, California in 1993, specializes in the design, manufacturing, and global distribution of advanced test and measurement solutions for the semiconductor industry. The company primarily caters to semiconductor manufacturers and research institutions, operating through two main divisions: Probe Cards and Systems. Within the Probe Cards segment, FormFactor supplies crucial components designed to verify the functionality of a wide array of integrated circuits. These include complex system-on-chip (SoC) products, processors for mobile applications, microcontrollers, graphics processors, and various memory devices such as dynamic random-access memory (DRAM) and NAND/NOR flash. Additionally, their probe cards support the testing of radio frequency (RF), analog, mixed-signal, image sensor, and electro-optical devices. The Systems division encompasses several specialized product lines. For instance, analytical probes are instrumental in applications such as device characterization, developing electrical simulation models, conducting failure analysis, and debugging prototype designs. These probes serve a diverse clientele including universities, research facilities, integrated device manufacturers (IDMs), semiconductor foundries, and fabless semiconductor companies. Furthermore, FormFactor provides probing systems that enable semiconductor design engineers to accurately capture and analyze critical data. They also offer surface metrology systems vital for product development, manufacturing, and quality assurance in semiconductor production. The company's thermal subsystems, such as thermal chucks, are incorporated into probe stations and other testing environments. Completing their portfolio are precision cryogenic instruments and associated test and measurement systems for semiconductors. Beyond hardware, FormFactor delivers comprehensive support services, including on-site maintenance for probe cards, specialized training programs, educational seminars, and telephone assistance. The company leverages a multi-channel sales strategy, utilizing a direct sales force, manufacturers' representatives, and independent distributors to market its offerings across major global markets. Its operational footprint spans the United States, Taiwan, South Korea, China, Japan, Europe, the broader Asia-Pacific region, and various other international territories.
ORCL	Oracle Corporation	+1.00	Enterprise and Cloud Software	$380B	19.7	+21.6%	26.4%	-36.4%	-54.3%	United States	Technology Services
Oracle Corporation+1.00Enterprise and Cloud Software Oracle sells enterprise SaaS applications, database and middleware software, and cloud infrastructure services. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. ai_compute_supply_chain_position · ORCL 2026-09-16 23:05:15 UTCOpen source Oracle provides classified-cloud and secure-compute infrastructure in IL6 and IL7 environments, placing it closer to the sovereign infrastructure layer than ordinary enterprise software vendors. Oracle Corporation 2026-10-08 20:10:10 UTCOpen source Oracle Corporation, a global technology giant, provides a comprehensive suite of enterprise information technology solutions worldwide. A core part of its portfolio comprises cloud-based software-as-a-service (SaaS) applications, including the Oracle Fusion Cloud suite covering enterprise resource planning (ERP), enterprise performance management (EPM), supply chain and manufacturing management (SCM), and human capital management (HCM). This also extends to specialized offerings like Oracle Advertising, the NetSuite application suite, and Oracle Fusion solutions for Sales, Service, and Marketing. Beyond these, Oracle develops cloud solutions tailored for various specific industries, alongside traditional application licenses and comprehensive license support services. Furthermore, the company's robust cloud and licensing business is underpinned by its infrastructure technologies. These include the flagship Oracle Database, the widely adopted Java programming language, and various middleware components such as development tools. Its advanced cloud infrastructure provides compute, storage, and networking capabilities, complemented by innovative services like the Oracle Autonomous Database, MySQL HeatWave, Internet-of-Things (IoT) platforms, digital assistants, and blockchain technology. Oracle also offers a range of hardware products and associated software. This encompasses Oracle engineered systems, enterprise servers, storage solutions, and specialized hardware for particular industries. Additionally, it provides virtualization software, operating systems, management software, and related hardware support. Complementing its product lines, Oracle delivers expert consulting and dedicated customer services. The company employs a direct sales model, reaching businesses across diverse sectors, government bodies, and educational institutions globally, while also leveraging an extensive network of indirect channels. Established in 1977, Oracle Corporation maintains its corporate headquarters in Austin, Texas.
NOW	ServiceNow, Inc.	+1.00	Enterprise and Cloud Software	$162B	98.0	+22.2%	11.3%	+2.6%	-16.6%	United States	Technology Services
ServiceNow, Inc.+1.00Enterprise and Cloud Software ServiceNow is a SaaS platform for enterprise and federal workflow deployments. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. capital_intensity_exposure_to_ai_scaling · NOW 2026-08-13 18:47:10 UTCOpen source Low physical infrastructure capex exposure, as it is a SaaS platform that consumes cloud capacity without building physical data centers. ServiceNow, Inc. 2026-09-12 14:30:55 UTCOpen source ITC Digital Solutions adds ServiceNow expertise while targeting homeland security, defense, Justice, and civilian agencies. The expanded integrator channel can support additional ServiceNow workflow deployments and implementation revenue in the federal market, though the retrieved material does not establish a transaction-specific ServiceNow contract.
PLTR	Palantir Technologies Inc.	+1.00	Enterprise and Cloud Software	$471B	167.2	+78.9%	49.0%	+8.2%	+7.8%	United States	Technology Services
Palantir Technologies Inc.+1.00Enterprise and Cloud Software Palantir is a software-focused platform provider, including software used in enterprise deployments. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. infrastructure_exposure_intensity · PLTR 2026-05-13 20:06:47 UTCOpen source Software-focused platform with negligible direct hardware/infrastructure revenue.
NTNX	Nutanix, Inc.	+1.00	Enterprise and Cloud Software	$19.0B	13.5	+12.4%	52.8%	+34.3%	+0.7%	United States	Technology Services
Nutanix, Inc.+1.00Enterprise and Cloud Software Nutanix sells an enterprise-cloud platform spanning virtualization, storage, networking, Kubernetes, and cloud-management software. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. Nutanix, Inc. 2026-10-08 20:10:10 UTCOpen source Operating across North America, Europe, the Asia Pacific region, the Middle East, Latin America, and Africa, Nutanix, Inc. delivers an enterprise cloud platform. Its foundational Acropolis platform integrates virtualization, enterprise-grade storage, and comprehensive networking visualization and security capabilities. This includes the Acropolis Hypervisor, a robust virtualization solution. For cloud-native deployments, Nutanix Karbon automates the provisioning, operation, and lifecycle management of Kubernetes clusters, complemented by the Nutanix Clusters solution. Management tools include Prism Pro, Nutanix Beam for cloud governance, and Nutanix Calm, an application marketplace offering automation to streamline application lifecycle management and enable potent hybrid cloud orchestration. Their data services encompass Nutanix Files for enterprise-level NFS and SMB file services, Nutanix Objects providing S3-compatible object storage, and Nutanix Era for database automation and Database-as-a-Service (DBaaS). Furthermore, Nutanix Frame operates as a Desktop-as-a-Service (DaaS) offering, enabling the delivery of virtual applications and desktops to end-users from various public cloud environments or private data centers. Beyond its platform, the company provides comprehensive product support, consulting, and implementation services. Its extensive client base spans diverse sectors such as automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, telecommunications, and service providers. Established in 2009, Nutanix maintains its corporate headquarters in San Jose, California.
DOCN	DigitalOcean Holdings, Inc.	+1.00	Enterprise and Cloud Software	$10.8B	41.9	+21.4%	23.3%	+89.1%	+134.0%	United States	Technology Services
DigitalOcean Holdings, Inc.+1.00Enterprise and Cloud Software DigitalOcean provides cloud infrastructure and managed developer services, including computing, storage, networking, and databases. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. DigitalOcean Holdings, Inc. 2026-10-08 20:10:10 UTCOpen source DigitalOcean Holdings, Inc., through its various operating entities, provides a global cloud computing environment with reach across North America, Europe, Asia, and beyond. This adaptable platform delivers on-demand infrastructure and essential developer tools, specifically designed for individual developers, new start-ups, and small to mid-sized businesses. The company offers fundamental infrastructure components such as computing power, storage, and networking capabilities, while also enabling developers to expand their cloud solutions using a range of fully managed offerings for applications, containers, and databases. Its clientele is diverse, including software engineers, academic researchers, data scientists, system administrators, students, and personal project enthusiasts. Customers from various industries utilize the platform for a multitude of applications, including the development of web and mobile applications, website hosting, e-commerce solutions, media and gaming platforms, personal online projects, and managed services, among others. DigitalOcean Holdings, Inc. was founded in 2012 and has its corporate headquarters situated in New York, New York.
BAND	Bandwidth Inc.	+1.00	Enterprise and Cloud Software	$1.3B	—	+9.3%	0.3%	+160.8%	+152.3%	United States	Technology Services
Bandwidth Inc.+1.00Enterprise and Cloud Software Bandwidth provides a cloud-native communications platform that enables voice and messaging services for applications and connected devices. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. Bandwidth Inc. 2026-10-08 20:10:10 UTCOpen source Bandwidth Inc. offers a sophisticated, cloud-native Communications Platform-as-a-Service (CPaaS), primarily focused on the United States market. The company's business activities are categorized into two main segments: CPaaS and "Other." Through its robust platform, Bandwidth Inc. empowers various organizations to effortlessly build, expand, and oversee their voice and messaging communication capabilities, integrating them seamlessly into mobile applications and other connected devices. Complementing its core CPaaS offering, the company also provides services such as SIP trunking, data resale, and hosted Voice over Internet Protocol (VoIP) solutions. Bandwidth Inc. caters to a broad spectrum of clients, including major corporations, telecommunications service providers, conferencing platforms, contact centers, small and medium-sized enterprises (SMEs), and emerging technology firms. The company was established in 2000 and is currently headquartered in Raleigh, North Carolina.
TOI.V	Topicus.com Inc.	+1.00	Enterprise and Cloud Software	$5.5B	—	+28.3%	2.1%	-23.3%	-29.9%	Canada	Technology Services
Topicus.com Inc.+1.00Enterprise and Cloud Software Topicus develops and installs vertical-market software platforms for customers across industries including education, healthcare, government, and finance. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. Topicus.com Inc. 2026-10-08 20:10:10 UTCOpen source Topicus.com Inc. provides vertical market software and vertical market platforms in the Netherlands and internationally. It develops, installs, and customizes software solutions, as well as provides related professional services and support. The company provides consumer centric platforms and common workspaces; and software solutions that provide customers with business values and allow them to operate at a level of efficiency. It serves education, healthcare, social services, local and central government, retail, financial services and accountancy, legal services, real estate, automotive, maritime, and professional associations. Topicus.com Inc. was incorporated in 2020 and is headquartered in Deventer, Netherlands.
HPE	Hewlett Packard Enterprise Company	+0.90	Hardware and Electronics Manufacturing	$73.6B	28.9	+26.6%	6.7%	+128.5%	+139.7%	United States	Electronic Technology
Hewlett Packard Enterprise Company+0.90Hardware and Electronics Manufacturing HPE sells enterprise servers, storage, HPC, and networking hardware, alongside related cloud-management software and services. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. enterprise_spending_orientation · HPE 2026-07-14 12:07:07 UTCOpen source HPE focuses on server and networking hardware, benefiting from infrastructure refresh cycles and supply-hedging behavior. Hewlett Packard Enterprise Company 2026-10-08 20:10:10 UTCOpen source Hewlett Packard Enterprise (HPE) is a global technology firm that provides comprehensive solutions, empowering clients across the Americas, Europe, the Middle East, Africa, Asia Pacific, and Japan to efficiently capture, analyze, and utilize their data. The company's diverse product range features adaptable servers for various computing demands, including general-purpose, workload-optimized, and specific lines like HPE ProLiant rack and tower servers, HPE BladeSystem, and HPE Synergy. HPE also offers a full suite of storage solutions, from traditional tape and storage networking to advanced disk products such as HPE Modular Storage Arrays and HPE XP. Additionally, its portfolio includes specialized high-performance computing (HPC) offerings like HPE Apollo and Cray, alongside critical infrastructure platforms such as HPE Superdome Flex, HPE Nonstop, HPE Integrity, and HPE Edgeline. Through its HPE Aruba division, HPE delivers extensive networking capabilities, encompassing wired and wireless local area network (LAN) hardware—including Wi-Fi access points, switches, routers, and sensors—and a range of software and services for cloud management, network access control, analytics, and location services. HPE further provides professional and support services, along with flexible as-a-service and consumption models for its intelligent edge products. To streamline technology acquisition and deployment, HPE offers various financial services, including leasing, financing, IT consumption programs, and asset management. These services enable customers to procure complete IT solutions, spanning hardware, software, and services, from both HPE and other providers. The company strategically invests in communications and media solutions and has a key partnership with Striim, Inc., to deliver high-performance, mission-critical solutions with real-time analytics. HPE serves a broad clientele, including commercial and large enterprise groups in both the business and public sectors, reaching them through an extensive network of partners such as resellers, distributors, original equipment manufacturers (OEMs), independent software vendors (ISVs), system integrators (SIs), and advisory firms. Established in 1939, Hewlett Packard Enterprise Company is headquartered in Houston, Texas.
DELL	Dell Technologies Inc.	+0.90	Hardware and Electronics Manufacturing	$288B	26.3	+48.9%	7.5%	+252.8%	+201.6%	United States	Electronic Technology
Dell Technologies Inc.+0.90Hardware and Electronics Manufacturing Dell designs and sells PCs, servers, storage, networking equipment, and hybrid- and multi-cloud software and services. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. supply_chain_role · DELL 2026-07-16 20:10:36 UTCOpen source Manufacturer of personal computers and technology infrastructure. Dell Technologies Inc. 2026-10-08 20:10:10 UTCOpen source Dell Technologies Inc. is a worldwide technology leader that designs, develops, manufactures, markets, sells, and provides support for a broad spectrum of information technology (IT) solutions, products, and services. The company's business activities are structured into three primary segments: the Infrastructure Solutions Group (ISG), the Client Solutions Group (CSG), and VMware. The ISG division focuses on delivering enterprise-grade offerings, including both traditional and next-generation storage solutions, alongside various server configurations such as rack, blade, tower, and hyperscale models. This segment also provides networking products and related services aimed at helping corporate clients modernize their IT infrastructure, enrich end-user experiences, and accelerate critical business applications and processes. Complementary software, peripherals, and extensive support services—encompassing deployment, configuration, and extended warranties—are also part of its portfolio. The CSG segment addresses end-user computing requirements by offering personal computers like desktops, workstations, and notebooks, as well as displays and projectors. It further includes proprietary and third-party software, peripheral devices, and a full suite of support, installation, setup, and extended warranty services. The VMware division specializes in assisting customers with managing intricate IT landscapes, particularly concerning hybrid and multi-cloud environments, modern applications, network infrastructure, security protocols, and digital workspaces. Its services enable efficient resource management across private, multi-cloud, and multi-device setups. Furthermore, Dell Technologies offers information security solutions and cloud software, including Infrastructure-as-a-Service (IaaS), which empower customers to migrate, operate, and manage mission-critical applications within cloud-based IT environments. Founded in 1984, the company was initially known as Denali Holding Inc. before officially changing its name to Dell Technologies Inc. in August 2016. Its global headquarters are situated in Round Rock, Texas.
SMCI	Super Micro Computer, Inc.	+0.90	Hardware and Electronics Manufacturing	$22.2B	10.3	+77.8%	5.7%	+12.6%	-38.1%	United States	Electronic Technology
Super Micro Computer, Inc.+0.90Hardware and Electronics Manufacturing Super Micro develops and sells AI servers, storage, networking devices, and rack-scale systems for data centers and cloud computing. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. transaction_role · SMCI 2026-09-14 08:01:20 UTCOpen source Super Micro supplies AI servers and related data-center infrastructure. Super Micro Computer, Inc. 2026-10-08 20:10:10 UTCOpen source Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories, including server boards, chassis, power supplies, and other accessories. In addition, the company provides remote system management solutions, such as Server Management suite comprising Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. Further, the company identifies service requirements; creates and executes project plans; conducts verification testing; offers training; and provides technical documentation. Additionally, it offers rack level services from design to deployment for full rack and cluster level deployments of AI and HPC datacenters; help desk services and on-site product support; and warranties, maintenance, and technical support services. The company serves enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing markets through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. Super Micro Computer, Inc. was incorporated in 1993 and is headquartered in San Jose, California.
NETWEB.NS	Netweb Technologies India Ltd	+0.90	Hardware and Electronics Manufacturing	$2.9B	100.1	+107.7%	9.7%	+47.2%	+17.0%	India	Electronic Technology
Netweb Technologies India Ltd+0.90Hardware and Electronics Manufacturing Netweb develops and manufactures supercomputing systems, AI platforms, servers, storage, and other computing solutions under its Tyrone brand. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. domestic_sovereignty_alignment · NETWEB.NS 2026-02-18 11:27:41 UTCOpen source High-end Indian server manufacturer; perfectly aligned with sovereign hardware goals. Netweb Technologies India Limited 2026-10-08 20:10:10 UTCOpen source Netweb Technologies India Limited, an Indian enterprise established in 1999 and based in Faridabad, specializes in developing, manufacturing, and distributing sophisticated computing solutions. Its diverse range of products includes cutting-edge supercomputing systems, private cloud environments, hyperconverged infrastructure (HCI), artificial intelligence (AI) platforms, and specialized enterprise workstations. The company also provides high-performance storage solutions, data center servers, and a variety of software and associated services. All these products are sold under their proprietary Tyrone brand. Netweb serves a broad array of sectors, encompassing information technology (IT) and IT-enabled services (ITES), entertainment, media, banking, finance, insurance, national data centers, defense organizations, educational establishments, and research and development institutions.
2382.TW	Quanta Computer Inc.	+0.90	Hardware and Electronics Manufacturing	$41.5B	14.7	+62.7%	3.0%	+17.5%	+11.4%	Taiwan	Electronic Technology
Quanta Computer Inc.+0.90Hardware and Electronics Manufacturing Quanta manufactures laptops, servers, storage, network switches, and other enterprise and consumer computing hardware. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. Quanta Computer Inc. 2026-10-08 20:10:10 UTCOpen source Quanta Computer Inc., through its various subsidiaries, is primarily involved in the manufacturing, processing, and worldwide distribution of laptop computers and communication equipment. The company maintains a significant global presence, with operations spanning the United States, Mainland China, the Netherlands, Japan, and other international territories. Its extensive product portfolio features not only traditional notebook PCs but also a comprehensive range of enterprise-grade hardware, including servers, storage devices, and network switches. Quanta also develops advanced imaging solutions, encompassing automotive cameras, camera modules, AI-enabled dashcams, and ADAS (Advanced Driver-Assistance Systems). Additionally, the company offers smart healthcare technologies. Beyond hardware, Quanta provides mobile computing solutions designed for wireless communication in laptops, wireless local area network (WLAN) peripherals, diverse wireless multimedia devices, and smart information appliances for the home. It also delivers cloud computing and enterprise networking solutions, addressing the needs for both private and hybrid cloud infrastructures. For the consumer market, the company offers home entertainment and smart home systems, such as media centers, intelligent touch input devices for various computer terminals, smart IoT controllers and sensors, smart speakers, and personal home servers. Furthermore, Quanta specializes in broader Internet of Things (IoT) solutions, next-generation central office platforms for telecommunication networks, and intelligent manufacturing and smart factory systems. Its innovative offerings also extend to augmented reality (AR) and virtual reality (VR) display technologies, including smart glasses. Quanta Computer Inc. was established in 1988 and is headquartered in Taoyuan City, Taiwan.
2356.TW	Inventec Corporation	+0.90	Hardware and Electronics Manufacturing	$6.8B	19.6	+16.0%	1.4%	+39.1%	+35.0%	Taiwan	Electronic Technology
Inventec Corporation+0.90Hardware and Electronics Manufacturing Inventec designs and manufactures computers, servers, switches, storage infrastructure, and integrated rack solutions. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. Inventec Corporation 2026-10-08 20:10:10 UTCOpen source Inventec Corporation, along with its affiliated companies, operates as a global enterprise focused on the design, manufacturing, processing, and sale of computers and related products. Its extensive reach covers Taiwan, the United States, Japan, Hong Kong, Macau, mainland China, and other international territories. The company structures its business operations across two main divisions: the Core Department and the Other Department. Its product range includes diverse personal computing devices such as notebook PCs, desktop computers (including all-in-one models), and thin clients. For enterprise clients, Inventec delivers sophisticated system solutions like various server types (e.g., blade servers), network switches, data storage infrastructure, and integrated rack solutions, complemented by server management software and comprehensive networking solutions. Beyond these core offerings, Inventec is also engaged in developing, producing, and marketing intelligent mobile devices. It supplies solar cells and provides an array of services, including trading, management, general and real estate leasing, business management consultation, and marketing promotion. The company further contributes by developing software for electronic products and manufacturing and selling medical devices. Additionally, Inventec actively participates in the environmental energy sector and explores various emerging technological opportunities. Founded in 1975, Inventec Corporation maintains its headquarters in Taipei, Taiwan.
001339.SZ	JWIPC Technology Co., Ltd.	+0.90	Hardware and Electronics Manufacturing	$3.1B	46.7	+20.9%	8.8%	+46.6%	+45.9%	China	Technology Services
JWIPC Technology Co., Ltd.+0.90Hardware and Electronics Manufacturing JWIPC designs and produces IoT hardware, including computers, mainboards, servers, network switches, and security access systems. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. JWIPC Technology Co., Ltd. 2026-10-08 20:10:10 UTCOpen source JWIPC Technology Co., Ltd. focuses on the design, innovation, and production of hardware solutions tailored for the Internet of Things. Their offerings span a variety of products, including integrated personal computers, mainboards, server units, network switches, and security access systems. The company was established in 2011 and is headquartered in Shenzhen, People's Republic of China.
603019.SS	Dawning Information Industry Co., Ltd.	+0.90	Hardware and Electronics Manufacturing	$16.5B	—	+32.0%	16.2%	-11.2%	-28.8%	China	Electronic Technology
Dawning Information Industry Co., Ltd.+0.90Hardware and Electronics Manufacturing Dawning manufactures computers, servers, storage, networking and security products, and data-center systems and solutions. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. Dawning Information Industry Co., Ltd. 2026-10-08 20:10:10 UTCOpen source Dawning Information Industry Co., Ltd. engages in research, development, and manufacturing of computers, storage, security, and data center products. It offers high-end computer products that include rack servers, high-density servers, blade servers, and hyper-converged all-in-one products; storage products, including distributed storage series, centralized all-flash storage series, and disk arrays; network security products, which include traffic analysis and network security platform; cloud computing services; and data center solutions, such as liquid cooling, high-density design, power management, large-scale computing power scheduling platform, and automated operation and maintenance services. The company also provides big data platform, customized development of standard hardware systems to cloud data products, full-stack cloud services, and digital's cold plate products. Dawning Information Industry Co., Ltd. was founded in 2006 and is based in Beijing, China.
2317.TW	Hon Hai Precision Industry Co., Ltd. (Foxconn)	+0.90	Hardware and Electronics Manufacturing	$109B	16.3	+25.4%	2.3%	+5.6%	+2.9%	Taiwan	Electronic Technology
Hon Hai Precision Industry Co., Ltd. (Foxconn)+0.90Hardware and Electronics Manufacturing Foxconn manufactures AI servers and data-center equipment and sells cloud and networking products. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. us_fab_capex_capture · 2317.TW 2026-09-02 04:38:00 UTCOpen source Foxconn is a major AI-server and data-center equipment manufacturer expanding U.S. localized assembly and integration. Hon Hai Precision Industry Co., Ltd. 2026-09-24 09:30:42 UTCOpen source Hong Kong’s surge in electrical machinery and data-processing exports is consistent with stronger AI-server and rack demand. Hon Hai is expanding AI-server manufacturing and has cloud and networking products as a major revenue contributor.
CSCO	Cisco Systems, Inc.	+0.90	Hardware and Electronics Manufacturing	$414B	31.5	+11.8%	20.9%	+36.9%	+48.0%	United States	Electronic Technology
Cisco Systems, Inc.+0.90Hardware and Electronics Manufacturing Cisco supplies networking hardware and also has network-security and Splunk software businesses. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. security_delivery_model · CSCO 2026-09-10 18:02:16 UTCOpen source Cisco combines network infrastructure with a Splunk security portfolio, creating both hardware and software exposure to the platformization trend. ai_buildout_value_chain_role · CSCO 2026-09-19 19:52:52 UTCOpen source Cisco supplies networking hardware used to connect AI data-center infrastructure.
ANET	Arista Networks, Inc.	+0.90	Hardware and Electronics Manufacturing	$216B	53.9	+32.6%	38.4%	+27.6%	+17.3%	United States	Electronic Technology
Arista Networks, Inc.+0.90Hardware and Electronics Manufacturing Arista supplies high-speed data-center networking switches and interconnect fabrics. Hardware and Electronics Manufacturing: Companies producing computer processing hardware, networking gear, consumer electronics, and specialized electronic components. infrastructure_spending_alignment · ANET 2026-07-17 08:04:23 UTCOpen source Leading provider of high-speed data center networking switches essential for AI infrastructure builds. Arista Networks, Inc. 2026-10-08 15:36:14 UTCOpen source Federal AI and HPC clusters require high-throughput switching and interconnect fabrics. Arista can capture secondary networking demand as compute capacity expands, but network deployment is downstream of accelerator, power, and facility decisions.
NET	Cloudflare, Inc.	+0.90	Enterprise and Cloud Software	$108B	—	+33.5%	-8.2%	+52.6%	+43.3%	United States	Technology Services
Cloudflare, Inc.+0.90Enterprise and Cloud Software Cloudflare is a cloud and cybersecurity platform provider with an edge-services business. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. platform_overlap_with_sentinelone · NET 2026-10-13 11:39:35 UTCOpen source Cloudflare is a cloud and cybersecurity issuer with some adjacent security-platform exposure, but it is not identified as a direct endpoint competitor in the retrieved evidence. Cloudflare, Inc. 2026-09-10 18:02:16 UTCOpen source Palo Alto's SASE, AI-security, and platformization growth validates demand for edge security, AI gateways, zero-trust access, traffic inspection, and application protection. Cloudflare can capture adjacent spending through its edge platform, but it competes with Palo Alto, hyperscalers, and dedicated security platforms for consolidated budgets.
688227.SS	Bingo Software Co., Ltd.	+0.90	Enterprise and Cloud Software	$1.2B	—	-7.5%	-6.6%	+2.0%	+83.8%	China	Technology Services
Bingo Software Co., Ltd.+0.90Enterprise and Cloud Software Bingo Software sells cloud-computing platforms and enterprise software, including IaaS, collaboration, data-lake, and ITaaS products. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. Bingo Software Co., Ltd. 2026-10-08 20:10:10 UTCOpen source Bingo Software Co., Ltd. is a Chinese enterprise dedicated to the development and commercialization of cloud computing products. Its core offerings include a suite of powerful cloud platforms: BingoCloudOS, an infrastructure-as-a-service (IaaS) solution; BingoFuse, designed to support cloud application deployment; BingoLink, an enterprise collaboration platform; BingoInsight, for managing data lakes; and BingoCMP, an IT-as-a-Service (ITaaS) capability platform tailored for businesses. Beyond these foundational cloud products, the company also delivers various specialized software systems, such as those for human resources, supply chain logistics, engineering project management, and contract management. Additionally, it provides mobile office platforms and comprehensive information solutions for business operations. Bingo Software extends its expertise to information and communication technology (ICT) solutions, along with extensive consulting services. These consulting services encompass strategic planning, management process optimization, architectural design, technology selection, custom product development, and system integration, particularly for the operational and maintenance requirements of the rail transit industry. The firm also crafts bespoke solutions, notably for e-government cloud infrastructure and specialized information systems supporting automotive research and development process verification. Serving a diverse clientele, Bingo Software caters to sectors including government, telecommunications, public security, finance, education, and information services, among others. Established in 2003, the company is headquartered in Guangzhou, China.
688228.SS	UCAP Cloud Information Technology Co.,Ltd.	+0.90	Enterprise and Cloud Software	$816M	—	-39.5%	-9.0%	-64.3%	-61.5%	China	Technology Services
UCAP Cloud Information Technology Co.,Ltd.+0.90Enterprise and Cloud Software UCAP develops digital-content and big-data software and provides internet-platform services and SaaS offerings. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. UCAP Cloud Information Technology Co.,Ltd. 2026-10-08 20:10:10 UTCOpen source UCAP Cloud Information Technology Co.,Ltd., a China-based enterprise, primarily operates within the software industry. The company dedicates itself to the research and development of technologies related to digital content management and big data. It offers comprehensive services for Internet content service platforms, encompassing their construction, operation, and maintenance, alongside its specialized big data services. These Internet content solutions are tailored for various application scenarios, including smart web portals, government service platforms, and integrated media platforms. Furthermore, UCAP provides Software-as-a-Service (SaaS) big data offerings that encompass capabilities like cloud monitoring, content security, and cloud search. The majority of its business operations are concentrated within the domestic Chinese market.
688258.SS	Jiangsu Eazytec Co., Ltd.	+0.90	Enterprise and Cloud Software	$1.3B	55.1	+0.3%	46.9%	-8.3%	+15.9%	China	Technology Services
Jiangsu Eazytec Co., Ltd.+0.90Enterprise and Cloud Software Jiangsu Eazytec develops foundational cloud-computing firmware and provides specialized cloud services. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. Jiangsu Eazytec Co., Ltd. 2026-10-08 20:10:10 UTCOpen source Jiangsu Eazytec Co., Ltd., a Chinese firm, is dedicated to developing foundational firmware for cloud computing hardware. The company's offerings include critical low-level system software such as BIOS (Basic Input/Output System) and BMC (Baseboard Management Controller) firmware. Additionally, it delivers specialized cloud services tailored for government entities, corporate clients, and the expanding Internet of Things (IoT) sector. Jiangsu Eazytec's clientele spans manufacturers of CPUs and computing equipment, as well as various public and private enterprises. Established in 2008, the company operates from its main office located in Yixing, China.
ESDS.NS	ESDS Software Solution Limited	+0.90	Enterprise and Cloud Software	$1.7B	—	—	—	+71.3%	+71.3%	India	Technology Services
ESDS Software Solution Limited+0.90Enterprise and Cloud Software ESDS provides cloud and data-center services, managed infrastructure, SaaS platforms, and enterprise digital solutions. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. ESDS Software Solution Limited 2026-10-08 20:10:10 UTCOpen source ESDS Software Solution Limited operates as a provider of cloud and data center services, offering integrated solutions across cloud infrastructure, managed services, and software platforms. The company provides cloud infrastructure solutions, including Infrastructure as a Service (IaaS), Software as a Service (SaaS), and managed services. It offers government community cloud (GCC) and enterprise community cloud (ECC) platforms, managed security services, advanced IT assistance, and pay-per-use models. Its digital IT solutions include ERP, CRM, mobile applications, digital twins, IoT integration, SAP HANA services, cloud customer portals, and near-line disaster recovery services. The company operates data centers and supports IT operations for clients. The company serves banking and financial services, government and public sector bodies, healthcare providers, commercial, residential, facility management, retail, and manufacturing enterprises, as well as small to mid-sized businesses. The company was founded in 2005 and is based in Thane, India.
FTNT	Fortinet, Inc.	+0.90	Enterprise and Cloud Software	$127B	61.0	+18.8%	28.2%	+116.3%	+103.5%	United States	Technology Services
Fortinet, Inc.+0.90Enterprise and Cloud Software Fortinet is a cybersecurity platform company with network-security products and services. Enterprise and Cloud Software: Companies deriving revenue from proprietary enterprise applications, cloud infrastructure, cybersecurity, and software platforms. transaction_role · FTNT 2026-10-15 20:32:59 UTCOpen source Fortinet is explicitly identified as a cybersecurity platform company executing the consolidation strategy, despite its relative hardware exposure. Fortinet, Inc. 2026-09-19 09:25:07 UTCOpen source Russian cyber and sabotage concerns can increase demand from European infrastructure operators and defense manufacturers for secure gateways, network segmentation, VPN controls and incident response. The revenue pathway is indirect and no event-specific contract is disclosed.
ACN	Accenture plc	+0.80	IT and Digital Services	$153B	19.1	+6.5%	11.3%	-3.7%	+4.1%	Ireland	Technology Services
Accenture plc+0.80IT and Digital Services Accenture provides technology consulting, systems integration, digital transformation, and implementation and managed services. IT and Digital Services: Companies delivering technology consulting, system integration, data processing, and managed digital services. b2b_tech_enablement_focus · ACN 2026-07-30 07:22:18 UTCOpen source Accenture is a technology consultancy providing enterprise-grade B2B systems integration and digital transformation services. Accenture plc 2026-07-23 05:20:17 UTCOpen source Accenture acts as a major system integrator and IT consultant in the life sciences sector. Large M&A transactions and platform consolidations generate significant, high-value demand for implementation, migration, and managed services to align client systems with newly merged platforms.
WIPRO.NS	Wipro Limited	+0.80	IT and Digital Services	$19.8B	14.9	+8.2%	13.6%	-28.0%	-21.0%	India	Technology Services
Wipro Limited+0.80IT and Digital Services Wipro provides IT consulting, software and systems integration, cloud, cybersecurity, engineering, and managed technology services. IT and Digital Services: Companies delivering technology consulting, system integration, data processing, and managed digital services. us_enterprise_transformation_overlap · WIPRO.NS 2026-09-14 06:03:18 UTCOpen source Wipro’s cloud, cybersecurity, consulting, data-analytics and product-engineering offerings overlap across several of the acquired platform’s likely enterprise service lines. Wipro Limited 2026-10-08 20:10:10 UTCOpen source Wipro Limited is a global provider of information technology, consulting, and business process outsourcing solutions. Its operations are organized into three primary divisions: IT Services, IT Products, and India State Run Enterprise Services (ISRE). The IT Services division delivers a comprehensive suite of IT and IT-enabled offerings, spanning strategic digital advisory, customer-centric design, technology consulting, custom application development and modernization, system integration, software package implementation, cloud solutions and infrastructure management, business process optimization, cloud-related offerings, mobile solutions, data analytics, research and development, and hardware and software engineering. This segment caters to a diverse clientele across numerous industries, including healthcare, consumer goods, retail, transportation, communications, media, information services, technology platforms, banking, financial services, insurance, manufacturing, high-tech, energy, and utilities. The IT Products segment supplies a wide array of third-party information technology hardware and software, such as enterprise platforms, network infrastructure, data storage, contact center solutions, cybersecurity, IT optimization tools, video systems, and end-user computing devices. Its primary market is India, where it serves clients in government, defense, IT/ITES, telecommunications, manufacturing, utilities, education, and financial services. Finally, the ISRE segment specializes in providing IT services to organizations and agencies owned or controlled by the Indian central and state governments. The company was established in 1945 and has its headquarters in Bengaluru, India.