Large-cap

Overview Automatic Data Processing, Inc. (ADP) provides software and services that help employers run payroll and manage employee-related administration. In simple terms, ADP helps businesses pay their employees accurately and on time, handle payroll taxes, support benefits administration, and manage parts of the employee lifecycle (such as time tracking and

Overview Astera Labs Inc (ALAB) is a semiconductor company focused on the “connectivity” layer inside modern data centers. In simple terms, as AI servers and cloud infrastructure become larger and faster, the movement of data between chips (such as GPUs, CPUs, memory, and networking equipment) becomes a major bottleneck. Astera

Overview Nova Ltd (NVMI) is a technology company in the semiconductor equipment industry. In simple terms, it provides measurement and process-control systems used by chip manufacturers to monitor and improve how wafers are made. These tools are used during production to detect issues early, improve yields (how many good chips

Overview Arista Networks is a technology company that designs and sells high-speed networking equipment and software. In simple terms, its products help move data quickly and reliably inside large computer networks—especially in cloud data centers used by major internet platforms and large enterprises. The company focuses on switching and