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Companies

418 companies positioned for the themes defining the next decade.

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418 companies

Adyen N.V.ADYEN
Market cap$29B
Conviction5 / 5
Vertical & next-gen paymentsCross-border payments
Read profile
Alnylam Pharmaceuticals, Inc.ALNY
Market cap$36B
Conviction5 / 5
RNA therapeuticsMetabolic disease
Read profile
ASM International N.V.ASM
Market cap$48B
Conviction5 / 5
Semiconductor equipment
Read profile
Axon Enterprise, Inc.AXON
Market cap$40B
Conviction5 / 5
Autonomous systems
Read profile
Cadence Design Systems, Inc.CDNS
Market cap$90B
Conviction5 / 5
Semiconductor equipmentAI compute
Read profile
Eaton Corporation plcETN
Market cap$157B
Conviction5 / 5
ElectrificationData-center power & cooling
Read profile
First Solar, Inc.FSLR
Market cap$22B
Conviction5 / 5
Solar
Read profile
Thales S.A.HO
Market cap$55B
Conviction5 / 5
Defense IT & servicesDefense primes
Read profile
Kaspi.kzKSPI
Market cap$16B
Conviction5 / 5
Emerging-markets fintechNeobanksVertical & next-gen payments
Read profile
NVIDIA CorporationNVDA
Market cap$5.0T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profile
Nextpower Inc.NXT
Market cap$15B
Conviction5 / 5
Solar
Read profile
Palantir Technologies Inc.PLTR
Market cap$282B
Conviction5 / 5
Battlefield AIVision models
Read profile
Quanta Services, Inc.PWR
Market cap$94B
Conviction5 / 5
ElectrificationGrid infrastructure
Read profile
Saab ABSAAB-B
Market cap$32B
Conviction5 / 5
Defense primesISRLoitering munitions
Read profile
Southern Copper CorporationSCCO
Market cap$141B
Conviction5 / 5
Copper
Read profile
Synopsys, Inc.SNPS
Market cap$72B
Conviction5 / 5
Semiconductor equipmentAI compute
Read profile
Schneider Electric SESU
Market cap$172B
Conviction5 / 5
Data-center power & coolingElectrificationGrid infrastructure
Read profile
Intuitive Surgical, Inc.ISRG
Market cap$121B
Conviction5 / 5
Autonomous systemsIndustrial automation
Read profile
Applied Materials, Inc.AMAT
Market cap$426B
Conviction5 / 5
Semiconductor equipment
Read profile
Arista Networks, Inc.ANET
Market cap$219B
Conviction5 / 5
InterconnectAI infrastructure
Read profile
ASML Holding N.V.ASML
Market cap$675B
Conviction5 / 5
Semiconductor equipment
Read profile
GE AerospaceGE
Market cap$367B
Conviction5 / 5
Aerospace componentsDefense primes
Read profile
KLA CorporationKLAC
Market cap$275B
Conviction5 / 5
Semiconductor equipment
Read profile
Lam Research CorporationLRCX
Market cap$382B
Conviction5 / 5
Semiconductor equipment
Read profile
Micron Technology, Inc.MU
Market cap$1.0T
Conviction5 / 5
AI memoryAI compute
Read profile
Novartis AGNVS
Market cap$295B
Conviction5 / 5
RadiopharmaceuticalsRNA therapeutics
Read profile
Safran S.A.SAF
Market cap$155B
Conviction5 / 5
Aerospace componentsDefense primes
Read profile
Siemens AGSIE
Market cap$236B
Conviction5 / 5
Industrial automationElectrification
Read profile
TransDigm Group IncorporatedTDG
Market cap$69B
Conviction5 / 5
Aerospace componentsDefense primes
Read profile
Taiwan Semiconductor ManufacturingTSM
Market cap$2.1T
Conviction5 / 5
AI compute
Read profile
97
Vertex Pharmaceuticals IncorporatedVRTX
Market cap$121B
Conviction5 / 5
Gene editing
Read profile
Amgen Inc.AMGN
Market cap$203B
Conviction5 / 5
GLP-1Obesity
Read profile
BHP Group LimitedBHP
Market cap$213B
Conviction5 / 5
Copper
Read profile
General Dynamics CorporationGD
Market cap$105B
Conviction5 / 5
Defense primes
Read profile
78
Alphabet Inc.GOOGL
Market cap$1.9T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profile
91
International Business Machines CorporationIBM
Market cap$202B
Conviction5 / 5
Superconducting qubits
Read profile
100
Eli Lilly and CompanyLLY
Market cap$1.1T
Conviction5 / 5
GLP-1Obesity
Read profile
98
Lockheed Martin CorporationLMT
Market cap$134B
Conviction5 / 5
Defense primesHypersonics
Read profile
Microsoft CorporationMSFT
Market cap$2.8T
Conviction5 / 5
AI infrastructureTopological qubitsCloud security
Read profile
Rio Tinto GroupRIO
Market cap$114B
Conviction5 / 5
Copper
Read profile
RTX CorporationRTX
Market cap$287B
Conviction5 / 5
Defense primes
Read profile
Bluefors OyPrivate
Market cap—
Conviction4 / 5
Quantum enablers
Read profile
80
Coinbase Global, Inc.COIN
Market cap$35B
Conviction4 / 5
Crypto exchangesStablecoins
Read profile
CrowdStrike Holdings, Inc.CRWD
Market cap$187B
Conviction4 / 5
Endpoint securityCloud security
Read profile
Databricks, Inc.Private
Market cap—
Conviction4 / 5
AI infrastructureFoundation models
Read profile
Siemens Energy AGENR
Market cap$146B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profile
Lantheus Holdings, Inc.LNTH
Market cap$6.8B
Conviction4 / 5
Radiopharmaceuticals
Read profile
Stripe, Inc.Private
Market cap—
Conviction4 / 5
Vertical & next-gen paymentsCross-border payments
Read profile
79
Tesla, Inc.TSLA
Market cap$1.2T
Conviction4 / 5
Humanoid hardwareAutonomous systemsVision models
Read profile
Amazon.com, Inc.AMZN
Market cap$2.5T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
Read profile
95
AstraZeneca PLCAZN
Market cap$263B
Conviction4 / 5
Metabolic disease
Read profile
Caterpillar Inc.CAT
Market cap$409B
Conviction4 / 5
Data-center power & coolingElectrification
Read profile
Regeneron Pharmaceuticals, Inc.REGN
Market cap$68B
Conviction4 / 5
Metabolic disease
Read profile
Rheinmetall AGRNMBY
Market cap$55B
Conviction4 / 5
Defense primes
Read profile
Arm Holdings plcARM
Market cap$278B
Conviction4 / 5
AI compute
Read profile
BAE Systems plcBAESY
Market cap$77B
Conviction4 / 5
Defense primes
Read profile
BWX Technologies, Inc.BWXT
Market cap$16B
Conviction4 / 5
Nuclear fuelSmall modular reactors
Read profile
EMCOR Group, Inc.EME
Market cap$33B
Conviction4 / 5
Data-center power & coolingElectrification
Read profile
Comfort Systems USA, Inc.FIX
Market cap$61B
Conviction4 / 5
Data-center power & cooling
Read profile
Glencore plcGLNCY
Market cap$84B
Conviction4 / 5
CopperSpecialty & defense metals
Read profile
85
HEICO CorporationHEI
Market cap$19B
Conviction4 / 5
Aerospace componentsDefense primes
Read profile
Howmet Aerospace Inc.HWM
Market cap$116B
Conviction4 / 5
Aerospace components
Read profile
Legrand SALR
Market cap$40B
Conviction4 / 5
Data-center power & coolingElectrification
Read profile
MercadoLibre, Inc.MELI
Market cap$91B
Conviction4 / 5
Emerging-markets fintechVertical & next-gen payments
Read profile
97
NextEra Energy, Inc.NEE
Market cap$187B
Conviction4 / 5
Data-center power & coolingSolarGrid infrastructure
Read profile
Trane Technologies plcTT
Market cap$106B
Conviction4 / 5
Data-center power & coolingElectrification
Read profile
Apple Inc.AAPL
Market cap$4.9T
Conviction4 / 5
AI computeEdge compute
Read profile
Constellation Energy CorporationCEG
Market cap$98B
Conviction4 / 5
Merchant power
Read profile
Check Point Software Technologies Ltd.CHKP
Market cap$13B
Conviction4 / 5
Network security
Read profile
94
Honeywell International Inc.HON
Market cap$77B
Conviction4 / 5
Trapped-ion qubits
Read profile
Northrop Grumman CorporationNOC
Market cap$77B
Conviction4 / 5
Defense primesAutonomous systems
Read profile
Palo Alto Networks, Inc.PANW
Market cap$264B
Conviction4 / 5
Network securityZero trustIdentity security
Read profile
Advantest CorporationATEYY
Market cap$124B
Conviction4 / 5
Semiconductor equipment
Read profile
NAC Kazatomprom JSCKAP
Market cap$17B
Conviction4 / 5
Nuclear fuel
Read profile
87
Madrigal Pharmaceuticals, Inc.MDGL
Market cap$13B
Conviction4 / 5
Metabolic diseaseObesity
Read profile
SailPoint, Inc.SAIL
Market cap$8.5B
Conviction4 / 5
Identity security
Read profile
Antofagasta plcANTO
Market cap$48B
Conviction4 / 5
Copper
Read profile
Bachem Holding AGBANB
Market cap$6.9B
Conviction4 / 5
GLP-1Metabolic disease
Read profile
97
Iridium Communications Inc.IRDM
Market cap$4.9B
Conviction4 / 5
Satellite communications
Read profile
Kongsberg Gruppen ASAKOG
Market cap$27B
Conviction4 / 5
Defense primesLoitering munitions
Read profile
Vertiv Holdings CoVRT
Market cap$112B
Conviction4 / 5
Data-center power & cooling
Read profile
Huntington Ingalls Industries, Inc.HII
Market cap$11B
Conviction4 / 5
Defense primes
Read profile
86
Broadcom Inc.AVGO
Market cap$1.8T
Conviction4 / 5
AI computeAI infrastructure
Read profile
GE Vernova Inc.GEV
Market cap$270B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profile
Meta Platforms, Inc.META
Market cap$1.3T
Conviction4 / 5
AI infrastructureVision models
Read profile
Motorola Solutions, Inc.MSI
Market cap$69B
Conviction4 / 5
Network securityVision models
Read profile
99
Novo Nordisk A/SNVO
Market cap$163B
Conviction4 / 5
GLP-1Obesity
Read profile
Teradyne, Inc.TER
Market cap$55B
Conviction4 / 5
Industrial automationAutonomous systems
Read profile
Monolithic Power Systems, Inc.MPWR
Market cap$66B
Conviction4 / 5
AI infrastructureData-center power & coolingPower semiconductors
Read profile
96
onsemi (ON Semiconductor)ON
Market cap$34B
Conviction4 / 5
Power semiconductorsData-center power & coolingElectrification
Read profile
Delta Electronics, Inc.2308
Market cap$143B
Conviction4 / 5
Data-center power & coolingAI infrastructure
Read profile
Dassault Aviation SAAM
Market cap$26B
Conviction4 / 5
Defense primesAerospace components
Read profile
Amphenol CorporationAPH
Market cap$188B
Conviction4 / 5
InterconnectAI infrastructure
Read profile
Curtiss-Wright CorporationCW
Market cap$28B
Conviction4 / 5
Defense primesAerospace components
Read profile
Datadog, Inc.DDOG
Market cap$82B
Conviction4 / 5
AI infrastructure
Read profile
Franco-Nevada CorporationFNV
Market cap$41B
Conviction4 / 5
Royalties & streaming
Read profile
Robinhood Markets, Inc.HOOD
Market cap$75B
Conviction4 / 5
Retail brokerageCrypto exchanges
Read profile
Hubbell IncorporatedHUBB
Market cap$26B
Conviction4 / 5
Grid infrastructureElectrification
Read profile
Loar Holdings Inc.LOAR
Market cap$6.6B
Conviction4 / 5
Aerospace components
Read profile
Moog Inc.MOG.A
Market cap$12B
Conviction4 / 5
Industrial automationAerospace components
Read profile
Marvell Technology, Inc.MRVL
Market cap$170B
Conviction4 / 5
InterconnectAI compute
Read profile
ServiceNow, Inc.NOW
Market cap$102B
Conviction4 / 5
Foundation modelsAI infrastructure
Read profile
nVent Electric plcNVT
Market cap$25B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profile
Oracle CorporationORCL
Market cap$331B
Conviction4 / 5
AI infrastructureAI compute
Read profile
Qualcomm IncorporatedQCOM
Market cap$176B
Conviction4 / 5
AI computeEdge compute
Read profile
Quantum Design InternationalPrivate
Market cap—
Conviction4 / 5
Quantum enablers
Read profile
Veeam SoftwarePrivate
Market cap—
Conviction4 / 5
Data resilience
Read profile
Wheaton Precious Metals Corp.WPM
Market cap$51B
Conviction4 / 5
Royalties & streaming
Read profile
ABB LtdABBNY
Market cap$177B
Conviction4 / 5
Industrial automationAutonomous systems
Read profile
Fortinet, Inc.FTNT
Market cap$112B
Conviction4 / 5
Network security
Read profile
94
L3Harris Technologies, Inc.LHX
Market cap$56B
Conviction4 / 5
Defense primesISR
Read profile
BE Semiconductor Industries N.V.BESI
Market cap$20B
Conviction4 / 5
Semiconductor equipmentInterconnect
Read profile
Elbit Systems Ltd.ESLT
Market cap$38B
Conviction4 / 5
Defense primesDrones & UASISR
Read profile
Groq, Inc.Private
Market cap—
Conviction4 / 5
AI computeAI infrastructure
Read profile
Lynas Rare Earths LtdLYSCF
Market cap$10B
Conviction4 / 5
Rare earths & magnets
Read profile
Nebius Group N.V.NBIS
Market cap$41B
Conviction4 / 5
AI infrastructureAI compute
Read profile
Nu Holdings Ltd.NU
Market cap$54B
Conviction4 / 5
Emerging-markets fintechNeobanks
Read profile
Physical IntelligencePrivate
Market cap—
Conviction4 / 5
Foundation modelsHumanoid hardware
Read profile
Revolut Ltd.Private
Market cap—
Conviction4 / 5
NeobanksCross-border payments
Read profile
Tenable Holdings, Inc.TENB
Market cap$3.6B
Conviction4 / 5
Vulnerability management
Read profile
Varonis Systems, Inc.VRNS
Market cap$5.3B
Conviction4 / 5
Data resilience
Read profile
Wise plcWISE
Market cap$11B
Conviction4 / 5
Cross-border payments
Read profile
Advanced Micro Devices, Inc.AMD
Market cap$851B
Conviction4 / 5
AI computeVision modelsEdge compute
Read profile
Cameco CorporationCCJ
Market cap$38B
Conviction4 / 5
Nuclear fuel
Read profile
Hudbay Minerals Inc.HBM
Market cap$9.9B
Conviction4 / 5
Copper
Read profile
92
Centrus Energy Corp.LEU
Market cap$3.1B
Conviction4 / 5
Nuclear fuel
Read profile
Okta, Inc.OKTA
Market cap$23B
Conviction4 / 5
Identity securityZero trust
Read profile
Qualys, Inc.QLYS
Market cap$4.8B
Conviction4 / 5
Vulnerability management
Read profile
Zscaler, Inc.ZS
Market cap$23B
Conviction4 / 5
Zero trustCloud security
Read profile
100
Booz Allen Hamilton Holding CorporationBAH
Market cap$8.7B
Conviction4 / 5
Defense IT & services
Read profile
Cummins Inc.CMI
Market cap$92B
Conviction4 / 5
Data-center power & coolingElectrification
Read profile
Freeport-McMoRan Inc.FCX
Market cap$90B
Conviction4 / 5
Copper
Read profile
Leidos Holdings, Inc.LDOS
Market cap$14B
Conviction4 / 5
Defense IT & servicesISR
Read profile
Teledyne Technologies IncorporatedTDY
Market cap$30B
Conviction4 / 5
ISR
Read profile
Teck Resources LimitedTECK
Market cap$29B
Conviction4 / 5
Copper
Read profile
Vistra Corp.VST
Market cap$55B
Conviction4 / 5
Merchant power
Read profile
Hon Hai Precision Industry Co., Ltd. (Foxconn)2317
Market cap$109B
Conviction4 / 5
AI infrastructure
Read profile
Quanta Computer Inc.2382
Market cap$39B
Conviction4 / 5
AI infrastructure
Read profile
Astera Labs, Inc.ALAB
Market cap$50B
Conviction4 / 5
Interconnect
Read profile
Credo Technology Group Holding LtdCRDO
Market cap$40B
Conviction4 / 5
Interconnect
Read profile
Corning IncorporatedGLW
Market cap$126B
Conviction4 / 5
InterconnectAI infrastructure
Read profile
Hensoldt AGHAG
Market cap$10B
Conviction4 / 5
ISRDefense primes
Read profile
Nexans S.A.NEX
Market cap$6.6B
Conviction4 / 5
Grid infrastructureElectrification
Read profile
Novanta Inc.NOVT
Market cap$5.0B
Conviction4 / 5
Industrial automationVision models
Read profile
Power Integrations, Inc.POWI
Market cap$3.5B
Conviction4 / 5
Power semiconductorsElectrification
Read profile
RENK Group AGR3NK
Market cap$5.1B
Conviction4 / 5
Defense primes
Read profile
Rolls-Royce Holdings plcRR
Market cap$156B
Conviction4 / 5
Aerospace componentsDefense primes
Read profile
98
Dominion Energy, Inc.D
Market cap$63B
Conviction4 / 5
Data-center power & coolingGrid infrastructure
Read profile
Coherent Corp.COHR
Market cap$55B
Conviction4 / 5
InterconnectAI infrastructure
Read profile
Snowflake Inc.SNOW
Market cap$93B
Conviction4 / 5
AI infrastructureFoundation models
Read profile
78
Textron Inc.TXT
Market cap$17B
Conviction4 / 5
Defense primesAerospace components
Read profile
Applied Intuition, Inc.Private
Market cap—
Conviction4 / 5
Autonomous systemsBattlefield AI
Read profile
Armis, Inc.Private
Market cap—
Conviction4 / 5
OT & cyber-physical securityVulnerability management
Read profile
Astranis Space Technologies Corp.Private
Market cap—
Conviction4 / 5
Satellite communications
Read profile
Axiom Space, Inc.Private
Market cap—
Conviction4 / 5
Space infrastructure
Read profile
Claroty Ltd.Private
Market cap—
Conviction4 / 5
OT & cyber-physical security
Read profile
Circle Internet Group, Inc.CRCL
Market cap$14B
Conviction4 / 5
Stablecoins
Read profile
93
CRISPR Therapeutics AGCRSP
Market cap$4.6B
Conviction4 / 5
Gene editing
Read profile
Crusoe Energy Systems LLCPrivate
Market cap—
Conviction4 / 5
AI infrastructureData-center power & cooling
Read profile
Dragos, Inc.Private
Market cap—
Conviction4 / 5
OT & cyber-physical security
Read profile
ICEYE OyPrivate
Market cap—
Conviction4 / 5
Earth observation
Read profile
Iluka Resources LimitedILU
Market cap$1.8B
Conviction4 / 5
Rare earths & magnetsSpecialty & defense metals
Read profile
Impulse SpacePrivate
Market cap—
Conviction4 / 5
Space infrastructure
Read profile
KoBold Metals CompanyPrivate
Market cap—
Conviction4 / 5
Copper
Read profile
Lumentum Holdings Inc.LITE
Market cap$59B
Conviction4 / 5
InterconnectAI infrastructure
Read profile
90
Rocket Lab CorporationRKLB
Market cap$37B
Conviction4 / 5
LaunchSpace defense
Read profile
95
Tempus AI, Inc.TEM
Market cap$7.5B
Conviction4 / 5
AI drug discovery
Read profile
83
Telix Pharmaceuticals LimitedTLX
Market cap$3.5B
Conviction4 / 5
Radiopharmaceuticals
Read profile
Vicor CorporationVICR
Market cap$7.1B
Conviction4 / 5
Power semiconductorsData-center power & cooling
Read profile
Xaira Therapeutics, Inc.Private
Market cap—
Conviction4 / 5
AI drug discovery
Read profile
Cloudflare, Inc.NET
Market cap$84B
Conviction4 / 5
Cloud securityNetwork security
Read profile
NRG Energy, Inc.NRG
Market cap$30B
Conviction4 / 5
Merchant power
Read profile
Sociedad Quimica y Minera de Chile S.A.SQM
Market cap$9.8B
Conviction4 / 5
Lithium & battery materials
Read profile
Akamai Technologies, Inc.AKAM
Market cap$17B
Conviction3 / 5
Network securityCloud security
Read profile
Leonardo DRS, Inc.DRS
Market cap$13B
Conviction3 / 5
ISRDefense primes
Read profile
F5, Inc.FFIV
Market cap$22B
Conviction3 / 5
Network securityCloud security
Read profile
Keysight Technologies, Inc.KEYS
Market cap$54B
Conviction3 / 5
Quantum enablersSemiconductor equipment
Read profile
Kratos Defense & Security Solutions, Inc.KTOS
Market cap$8.9B
Conviction3 / 5
Drones & UASAutonomous systemsISR
Read profile
Anglo American plcAAL
Market cap$53B
Conviction3 / 5
Copper
Read profile
BILL Holdings, Inc.BILL
Market cap$4.3B
Conviction3 / 5
Vertical & next-gen payments
Read profile
Legend Biotech CorporationLEGN
Market cap$4.3B
Conviction3 / 5
Cell therapy
Read profile
Powell Industries, Inc.POWL
Market cap$8.5B
Conviction3 / 5
Grid infrastructureData-center power & cooling
Read profile
SanDisk CorporationSNDK
Market cap$213B
Conviction3 / 5
AI infrastructureAI memory
Read profile
xAI Corp.Private
Market cap—
Conviction3 / 5
Foundation modelsAI compute
Read profile
CACI International IncCACI
Market cap$11B
Conviction3 / 5
Defense IT & servicesISR
Read profile
Gen Digital Inc.GEN
Market cap$16B
Conviction3 / 5
Endpoint securityIdentity security
Read profile
Public Service Enterprise Group IncorporatedPEG
Market cap$40B
Conviction3 / 5
Data-center power & coolingNuclear fuel
Read profile
Capstone Copper Corp.CS
Market cap$7.0B
Conviction3 / 5
Copper
Read profile
Ero Copper Corp.ERO
Market cap$2.7B
Conviction3 / 5
Copper
Read profile
Fervo EnergyPrivate
Market cap—
Conviction3 / 5
Next-gen geothermalData-center power & cooling
Read profile
Globalstar, Inc.GSAT
Market cap$10B
Conviction3 / 5
Satellite communications
Read profile
Hugging Face, Inc.Private
Market cap—
Conviction3 / 5
Foundation modelsAI infrastructure
Read profile
83
Kymera Therapeutics, Inc.KYMR
Market cap$9.1B
Conviction3 / 5
Targeted protein degradation
Read profile
Mistral AIPrivate
Market cap—
Conviction3 / 5
Foundation models
Read profile
Nozomi Networks Inc.Private
Market cap—
Conviction3 / 5
OT & cyber-physical security
Read profile
Rubrik, Inc.RBRK
Market cap$12B
Conviction3 / 5
Data resilience
Read profile
Riverlane Ltd.Private
Market cap—
Conviction3 / 5
Quantum enablersQuantum software & access
Read profile
SentinelOne, Inc.S
Market cap$6.1B
Conviction3 / 5
Endpoint security
Read profile
76
Schrödinger, Inc.SDGR
Market cap$981M
Conviction3 / 5
AI drug discovery
Read profile
Symbotic Inc.SYM
Market cap$5.1B
Conviction3 / 5
Industrial automationAutonomous systemsEdge compute
Read profile
81
AeroVironment, Inc.AVAV
Market cap$7.6B
Conviction3 / 5
Drones & UASLoitering munitionsISR
Read profile
Gilead Sciences, Inc.GILD
Market cap$161B
Conviction3 / 5
Metabolic disease
Read profile
Illumina, Inc.ILMN
Market cap$29B
Conviction3 / 5
AI drug discovery
Read profile
Royal Gold, Inc.RGLD
Market cap$17B
Conviction3 / 5
Royalties & streaming
Read profile
Sea LimitedSE
Market cap$57B
Conviction3 / 5
Emerging-markets fintech
Read profile
TE Connectivity plcTEL
Market cap$59B
Conviction3 / 5
InterconnectAI infrastructure
Read profile
Toast, Inc.TOST
Market cap$15B
Conviction3 / 5
Vertical & next-gen payments
Read profile
Vale S.A.VALE
Market cap$63B
Conviction3 / 5
CopperBattery materials & recycling
Read profile
Block, Inc.XYZ
Market cap$41B
Conviction3 / 5
Vertical & next-gen paymentsCrypto exchanges
Read profile
Pfizer Inc.PFE
Market cap$140B
Conviction3 / 5
Obesity
Read profile
Cisco Systems, Inc.CSCO
Market cap$450B
Conviction3 / 5
InterconnectAI infrastructure
Read profile
Hewlett Packard Enterprise CompanyHPE
Market cap$63B
Conviction3 / 5
AI infrastructure
Read profile
Jabil Inc.JBL
Market cap$33B
Conviction3 / 5
AI infrastructure
Read profile
Nokia OyjNOK
Market cap$51B
Conviction3 / 5
InterconnectAI infrastructure
Read profile
AirwallexPrivate
Market cap—
Conviction3 / 5
Cross-border payments
Read profile
Aptiv PLCAPTV
Market cap$12B
Conviction3 / 5
Autonomous systemsEdge compute
Read profile
Axonius, Inc.Private
Market cap—
Conviction3 / 5
Vulnerability management
Read profile
Cognex CorporationCGNX
Market cap$10B
Conviction3 / 5
Vision modelsIndustrial automation
Read profile
Ciena CorporationCIEN
Market cap$55B
Conviction3 / 5
InterconnectAI infrastructure
Read profile
Celestica Inc.CLS
Market cap$35B
Conviction3 / 5
AI infrastructure
Read profile
84
Dell Technologies Inc.DELL
Market cap$142B
Conviction3 / 5
AI infrastructureAI compute
Read profile
eToro Group Ltd.ETOR
Market cap$2.5B
Conviction3 / 5
Retail brokerageCrypto exchanges
Read profile
FabrinetFN
Market cap$17B
Conviction3 / 5
InterconnectAI infrastructure
Read profile
Form Energy, Inc.Private
Market cap—
Conviction3 / 5
Grid infrastructure
Read profile
HawkEye 360, Inc.Private
Market cap—
Conviction3 / 5
Earth observationISR
Read profile
Inter & Co, Inc.INTR
Market cap$1.7B
Conviction3 / 5
Emerging-markets fintechNeobanks
Read profile
K2 Space CorporationPrivate
Market cap—
Conviction3 / 5
Space infrastructure
Read profile
Karman Holdings Inc.KRMN
Market cap$6.3B
Conviction3 / 5
HypersonicsAerospace components
Read profile
Lambda, Inc.Private
Market cap—
Conviction3 / 5
AI infrastructureAI compute
Read profile
Loft Orbital Solutions, Inc.Private
Market cap—
Conviction3 / 5
Space infrastructure
Read profile
Lundin Mining CorporationLUN
Market cap$22B
Conviction3 / 5
Copper
Read profile
MDA Space Ltd.MDALF
Market cap$4.8B
Conviction3 / 5
Space infrastructureEarth observation
Read profile
MACOM Technology Solutions Holdings, Inc.MTSI
Market cap$20B
Conviction3 / 5
InterconnectAI infrastructure
Read profile
75
Pan American Silver Corp.PAAS
Market cap$19B
Conviction3 / 5
Specialty & defense metals
Read profile
Payoneer Global Inc.PAYO
Market cap$2.4B
Conviction3 / 5
Cross-border payments
Read profile
82
Penguin Solutions, Inc.PENG
Market cap$2.8B
Conviction3 / 5
AI infrastructureAI memory
Read profile
Qblox B.V.Private
Market cap—
Conviction3 / 5
Quantum enablers
Read profile
Quantum-Systems GmbHPrivate
Market cap—
Conviction3 / 5
Drones & UASISRAutonomous systems
Read profile
Redwood Materials, Inc.Private
Market cap—
Conviction3 / 5
Battery materials & recycling
Read profile
Remitly Global, Inc.RELY
Market cap$4.7B
Conviction3 / 5
Cross-border paymentsEmerging-markets fintech
Read profile
Rockwell Automation, Inc.ROK
Market cap$51B
Conviction3 / 5
Industrial automation
Read profile
Rapid7, Inc.RPD
Market cap$634M
Conviction3 / 5
Vulnerability managementCloud security
Read profile
Regal Rexnord CorporationRRX
Market cap$14B
Conviction3 / 5
Industrial automationElectrification
Read profile
Snyk LimitedPrivate
Market cap—
Conviction3 / 5
Cloud security
Read profile
Seagate Technology Holdings plcSTX
Market cap$191B
Conviction3 / 5
AI infrastructureAI memory
Read profile
Vannevar Labs, Inc.Private
Market cap—
Conviction3 / 5
Battlefield AIDefense IT & services
Read profile
Western Digital CorporationWDC
Market cap$179B
Conviction3 / 5
AI infrastructureAI memory
Read profile
Wiwynn Corporation6669
Market cap$99B
Conviction3 / 5
AI infrastructureData-center power & cooling
Read profile
Abnormal Security CorporationPrivate
Market cap—
Conviction3 / 5
Endpoint security
Read profile
Affirm Holdings, Inc.AFRM
Market cap$21B
Conviction3 / 5
BNPL to consumer banking
Read profile
Albemarle CorporationALB
Market cap$14B
Conviction3 / 5
Lithium & battery materials
Read profile
Ambarella, Inc.AMBA
Market cap$3.0B
Conviction3 / 5
AI computeVision modelsAutonomous systems
Read profile
AnthropicPrivate
Market cap—
Conviction3 / 5
Foundation models
Read profile
81
AST SpaceMobile, Inc.ASTS
Market cap$17B
Conviction3 / 5
Satellite broadband
Read profile
Bloom Energy CorporationBE
Market cap$53B
Conviction3 / 5
Data-center power & cooling
Read profile
Cato Networks Ltd.Private
Market cap—
Conviction3 / 5
Network securityZero trust
Read profile
Cerebras Systems Inc.CBRS
Market cap$18B
Conviction3 / 5
AI compute
Read profile
Chime Financial, Inc.CHYM
Market cap$7.2B
Conviction3 / 5
Neobanks
Read profile
CoreWeave, Inc.CRWV
Market cap$32B
Conviction3 / 5
AI infrastructureAI compute
Read profile
DLocal LimitedDLO
Market cap$2.6B
Conviction3 / 5
Emerging-markets fintech
Read profile
DroneShield LimitedDRO
Market cap$1.3B
Conviction3 / 5
Counter-UAS
Read profile
Enphase Energy, Inc.ENPH
Market cap$4.8B
Conviction3 / 5
Solar
Read profile
Firefly Aerospace, Inc.FLY
Market cap$3.2B
Conviction3 / 5
LaunchLunar
Read profile
First Quantum Minerals Ltd.FM
Market cap$23B
Conviction3 / 5
Copper
Read profile
90
Galaxy Digital Inc.GLXY
Market cap$4.3B
Conviction3 / 5
Crypto exchanges
Read profile
HelsingPrivate
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systems
Read profile
Hiwin Technologies Corp.2049
Market cap$3.4B
Conviction3 / 5
Humanoid hardwareIndustrial automation
Read profile
IonQ, Inc.IONQ
Market cap$12B
Conviction3 / 5
Trapped-ion qubits
Read profile
Isomorphic Labs LimitedPrivate
Market cap—
Conviction3 / 5
AI drug discovery
Read profile
Ivanhoe Mines Ltd.IVPAF
Market cap$11B
Conviction3 / 5
Copper
Read profile
Leader Harmonious Drive Systems Co., Ltd.688017
Market cap$8.0B
Conviction3 / 5
Humanoid hardwareIndustrial automation
Read profile
86
Mobileye Global Inc.MBLY
Market cap$2.0B
Conviction3 / 5
Autonomous systemsVision models
Read profile
MP Materials Corp.MP
Market cap$7.4B
Conviction3 / 5
Rare earths & magnets
Read profile
82
Strategy (formerly MicroStrategy Incorporated)MSTR
Market cap$32B
Conviction3 / 5
Digital-asset treasuries
Read profile
Netskope, Inc.NTSK
Market cap$2.9B
Conviction3 / 5
Cloud securityZero trust
Read profile
OpenAIPrivate
Market cap—
Conviction3 / 5
Foundation models
Read profile
Zhejiang Sanhua Intelligent Controls Co., Ltd.002050
Market cap$19B
Conviction3 / 5
Humanoid hardwareElectrification
Read profile
Sigma Lithium CorporationSGML
Market cap$1.1B
Conviction3 / 5
Lithium & battery materials
Read profile
Skild AI Inc.Private
Market cap—
Conviction3 / 5
Foundation modelsHumanoid hardware
Read profile
SkydioPrivate
Market cap—
Conviction3 / 5
Drones & UASAutonomous systems
Read profile
94
Super Micro Computer, Inc.SMCI
Market cap$19B
Conviction3 / 5
AI infrastructureAI compute
Read profile
The Southern CompanySO
Market cap$110B
Conviction3 / 5
Data-center power & coolingGrid infrastructure
Read profile
88
Space Exploration Technologies Corp.SPCX
Market cap$1.5T
Conviction3 / 5
LaunchSatellite broadbandFoundation models
Read profile
Uranium Energy Corp.UEC
Market cap$4.7B
Conviction3 / 5
Nuclear fuel
Read profile
Energy Fuels Inc.UUUU
Market cap$2.8B
Conviction3 / 5
Rare earths & magnetsNuclear fuel
Read profile
Viking Therapeutics, Inc.VKTX
Market cap$4.0B
Conviction3 / 5
ObesityMetabolic disease
Read profile
Zealand Pharma A/SZEAL
Market cap$3.1B
Conviction3 / 5
ObesityGLP-1
Read profile
Elastic N.V.ESTC
Market cap$6.1B
Conviction3 / 5
Cloud securityNetwork security
Read profile
Shift4 Payments, Inc.FOUR
Market cap$3.8B
Conviction3 / 5
Vertical & next-gen payments
Read profile
Gilat Satellite Networks Ltd.GILT
Market cap$810M
Conviction3 / 5
Satellite communications
Read profile
81
GitLab Inc.GTLB
Market cap$5.2B
Conviction3 / 5
Cloud security
Read profile
Intel CorporationINTC
Market cap$466B
Conviction3 / 5
Spin qubits
Read profile
Modine Manufacturing CompanyMOD
Market cap$13B
Conviction3 / 5
Data-center power & cooling
Read profile
SoFi Technologies, Inc.SOFI
Market cap$21B
Conviction3 / 5
NeobanksRetail brokerageCrypto exchanges
Read profile
79
Talen Energy CorporationTLN
Market cap$17B
Conviction3 / 5
Merchant powerData-center power & cooling
Read profile
XP Inc.XP
Market cap$6.9B
Conviction3 / 5
Emerging-markets fintechRetail brokerage
Read profile
Anduril Industries, Inc.Private
Market cap—
Conviction3 / 5
Autonomous systemsDrones & UASCounter-UAS
Read profile
NexGen Energy Ltd.NXE
Market cap$6.0B
Conviction3 / 5
Nuclear fuel
Read profile
QuantinuumPrivate
Market cap—
Conviction3 / 5
Trapped-ion qubits
Read profile
75
Arvinas, Inc.ARVN
Market cap$518M
Conviction3 / 5
Targeted protein degradation
Read profile
Fluence Energy, Inc.FLNC
Market cap$1.8B
Conviction3 / 5
Grid infrastructure
Read profile
Planet Labs PBCPL
Market cap$6.8B
Conviction3 / 5
Earth observation
Read profile
Pilbara Minerals LimitedPLS
Market cap$9.3B
Conviction3 / 5
Lithium & battery materials
Read profile
Aehr Test SystemsAEHR
Market cap$2.5B
Conviction3 / 5
AI computePower semiconductorsSemiconductor equipment
Read profile
Allient Inc.ALNT
Market cap$1.5B
Conviction3 / 5
Industrial automation
Read profile
Futu Holdings LimitedFUTU
Market cap$9.5B
Conviction3 / 5
Retail brokerage
Read profile
88
IREN LimitedIREN
Market cap$13B
Conviction3 / 5
Data-center power & coolingMerchant power
Read profile
Ramaco Resources, Inc.METC
Market cap$557M
Conviction3 / 5
Rare earths & magnets
Read profile
Marqeta, Inc.MQ
Market cap$1.7B
Conviction3 / 5
Vertical & next-gen payments
Read profile
SES S.A.SESG
Market cap$2.7B
Conviction3 / 5
Satellite communicationsSatellite broadband
Read profile
Tanium Inc.Private
Market cap—
Conviction3 / 5
Endpoint security
Read profile
99
The Boeing CompanyBA
Market cap$165B
Conviction3 / 5
Defense primes
Read profile
Ascend Elements, Inc.Private
Market cap—
Conviction3 / 5
Battery materials & recycling
Read profile
D-Orbit S.p.A.Private
Market cap—
Conviction3 / 5
Space infrastructure
Read profile
Mercury Systems, Inc.MRCY
Market cap$6.2B
Conviction3 / 5
Defense primesISR
Read profile
Stark DefencePrivate
Market cap—
Conviction3 / 5
Loitering munitionsAutonomous systems
Read profile
The AES CorporationAES
Market cap$11B
Conviction3 / 5
Data-center power & coolingGrid infrastructure
Read profile
Viasat, Inc.VSAT
Market cap$9.8B
Conviction3 / 5
Satellite communicationsSatellite broadband
Read profile
93
Ondas Inc.ONDS
Market cap$4.4B
Conviction3 / 5
Drones & UASCounter-UASISR
Read profile
Agility RoboticsPrivate
Market cap—
Conviction3 / 5
Humanoid hardware
Read profile
Almonty Industries Inc.ALMTF
Market cap$3.8B
Conviction3 / 5
Specialty & defense metals
Read profile
ApptronikPrivate
Market cap—
Conviction3 / 5
Humanoid hardware
Read profile
Beam Therapeutics Inc.BEAM
Market cap$2.6B
Conviction3 / 5
Gene editing
Read profile
Perspective Therapeutics, Inc.CATX
Market cap$332M
Conviction3 / 5
Radiopharmaceuticals
Read profile
Denison Mines Corp.DNN
Market cap$2.6B
Conviction3 / 5
Nuclear fuel
Read profile
Epirus, Inc.Private
Market cap—
Conviction3 / 5
Directed energyCounter-UAS
Read profile
Figure AI Inc.Private
Market cap—
Conviction3 / 5
Humanoid hardwareAutonomous systems
Read profile
75
Infleqtion, Inc.INFQ
Market cap$2.0B
Conviction3 / 5
Neutral-atom qubits
Read profile
Kraken Robotics Inc.KRKNF
Market cap$1.3B
Conviction3 / 5
Autonomous maritimeISR
Read profile
Intuitive Machines, Inc.LUNR
Market cap$2.1B
Conviction3 / 5
Lunar
Read profile
newcleo Ltd.Pre-IPO
Market cap—
Conviction3 / 5
Small modular reactorsNuclear fuel
Read profile
Nouveau Monde Graphite Inc.NMG
Market cap$415M
Conviction3 / 5
Battery materials & recycling
Read profile
Intellia Therapeutics, Inc.NTLA
Market cap$1.5B
Conviction3 / 5
Gene editing
Read profile
88
Ouster, Inc.OUST
Market cap$2.3B
Conviction3 / 5
Autonomous systemsVision models
Read profile
Recursion Pharmaceuticals, Inc.RXRX
Market cap$1.6B
Conviction3 / 5
AI drug discovery
Read profile
Safe Superintelligence Inc.Private
Market cap—
Conviction3 / 5
Foundation models
Read profile
Saronic Technologies, Inc.Private
Market cap—
Conviction3 / 5
Autonomous maritimeAutonomous systems
Read profile
Shield AI, Inc.Private
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systemsDrones & UAS
Read profile
Syrah Resources LimitedSYR
Market cap$178M
Conviction3 / 5
Battery materials & recycling
Read profile
True Anomaly, Inc.Private
Market cap—
Conviction3 / 5
Space defenseISR
Read profile
Varda Space Industries, Inc.Private
Market cap—
Conviction3 / 5
Space infrastructure
Read profile
Xanadu Quantum Technologies Inc.Private
Market cap—
Conviction3 / 5
Photonic quantumQuantum software & access
Read profile
BigBear.ai Holdings, Inc.BBAI
Market cap$1.3B
Conviction3 / 5
Battlefield AIDefense IT & services
Read profile
Hadrian Automation, Inc.Private
Market cap—
Conviction3 / 5
Aerospace components
Read profile
Klarna Group plcKLAR
Market cap$6.6B
Conviction3 / 5
BNPL to consumer bankingStablecoins
Read profile
Mach Industries, Inc.Private
Market cap—
Conviction3 / 5
Loitering munitionsCounter-UAS
Read profile
Moderna, Inc.MRNA
Market cap$21B
Conviction3 / 5
AI drug discovery
Read profile
77
Sidus Space, Inc.SIDU
Market cap$180M
Conviction3 / 5
Earth observationSpace infrastructure
Read profile
Sierra Space CorporationPrivate
Market cap—
Conviction3 / 5
Space infrastructureLaunch
Read profile
Telesat CorporationTSAT
Market cap$566M
Conviction3 / 5
Satellite broadbandSatellite communications
Read profile
Upstart Holdings, Inc.UPST
Market cap$2.6B
Conviction3 / 5
AI underwriting
Read profile
91
ADTRAN Holdings, Inc.ADTN
Market cap$798M
Conviction2 / 5
InterconnectAI infrastructure
Read profile
EchoStar CorporationSATS
Market cap$15B
Conviction2 / 5
Satellite communicationsSatellite broadband
Read profile
1X TechnologiesPrivate
Market cap—
Conviction2 / 5
Humanoid hardware
Read profile
BlackSky Technology Inc.BKSY
Market cap$800M
Conviction2 / 5
Earth observationSpace defense
Read profile
Structure Therapeutics Inc.GPCR
Market cap$3.5B
Conviction2 / 5
ObesityGLP-1
Read profile
Lithium Americas Corp.LAC
Market cap$986M
Conviction2 / 5
Lithium & battery materials
Read profile
Perpetua Resources Corp.PPTA
Market cap$2.2B
Conviction2 / 5
Specialty & defense metals
Read profile
Red Cat Holdings, Inc.RCAT
Market cap$1.2B
Conviction2 / 5
Drones & UASISR
Read profile
87
Redwire CorporationRDW
Market cap$2.1B
Conviction2 / 5
Space infrastructure
Read profile
ReElement TechnologiesPrivate
Market cap—
Conviction2 / 5
Rare earths & magnets
Read profile
Serve Robotics Inc.SERV
Market cap$409M
Conviction2 / 5
Autonomous systemsEdge compute
Read profile
92
Spire Global, Inc.SPIR
Market cap$425M
Conviction2 / 5
Earth observation
Read profile
Scholar Rock Holding CorporationSRRK
Market cap$5.7B
Conviction2 / 5
Metabolic disease
Read profile
96
USA Rare Earth, Inc.USAR
Market cap$3.5B
Conviction2 / 5
Rare earths & magnets
Read profile
Voyager Technologies, Inc.VOYG
Market cap$1.4B
Conviction2 / 5
Space infrastructureSpace defense
Read profile
Vulcan ElementsPrivate
Market cap—
Conviction2 / 5
Rare earths & magnets
Read profile
Flex Ltd.FLEX
Market cap$43B
Conviction2 / 5
AI infrastructure
Read profile
Sanmina CorporationSANM
Market cap$11B
Conviction2 / 5
AI infrastructure
Read profile
77
Applied Optoelectronics, Inc.AAOI
Market cap$8.0B
Conviction2 / 5
InterconnectAI infrastructure
Read profile
Webull CorporationBULL
Market cap$3.4B
Conviction2 / 5
Retail brokerage
Read profile
Dave Inc.DAVE
Market cap$4.6B
Conviction2 / 5
Neobanks
Read profile
nLIGHT, Inc.LASR
Market cap$3.9B
Conviction2 / 5
InterconnectDirected energy
Read profile
Syntec Optics Holdings, Inc.OPTX
Market cap$284M
Conviction2 / 5
Interconnect
Read profile
PagSeguro Digital Ltd.PAGS
Market cap$1.5B
Conviction2 / 5
Emerging-markets fintech
Read profile
Pagaya Technologies Ltd.PGY
Market cap$1.1B
Conviction2 / 5
AI underwriting
Read profile
StoneCo Ltd.STNE
Market cap$2.5B
Conviction2 / 5
Emerging-markets fintech
Read profile
Telos CorporationTLS
Market cap$337M
Conviction2 / 5
Identity securityNetwork security
Read profile
Unusual Machines, Inc.UMAC
Market cap$925M
Conviction2 / 5
Drones & UAS
Read profile
BlackBerry LimitedBB
Market cap$5.0B
Conviction2 / 5
Endpoint securityAutonomous systems
Read profile
89
Magnachip Semiconductor CorporationMX
Market cap$128M
Conviction2 / 5
Semiconductor equipmentEdge compute
Read profile
Alice & BobPrivate
Market cap—
Conviction2 / 5
Superconducting qubits
Read profile
Atom Computing Inc.Private
Market cap—
Conviction2 / 5
Neutral-atom qubits
Read profile
CastelionPrivate
Market cap—
Conviction2 / 5
Hypersonics
Read profile
Electro Optic Systems Holdings LimitedPrivate
Market cap—
Conviction2 / 5
Directed energyCounter-UASSpace defense
Read profile
Eutelsat Communications S.A.ETL
Market cap$2.7B
Conviction2 / 5
Satellite broadbandSatellite communications
Read profile
Hesai GroupHSAI
Market cap$15B
Conviction2 / 5
Autonomous systemsVision models
Read profile
Kairos Power LLCPrivate
Market cap—
Conviction2 / 5
Small modular reactors
Read profile
SEALSQ CorpLAES
Market cap$541M
Conviction2 / 5
Post-quantum cryptography
Read profile
NioCorp Developments Ltd.NB
Market cap$603M
Conviction2 / 5
Specialty & defense metalsRare earths & magnets
Read profile
Nano Nuclear Energy Inc.NNE
Market cap$813M
Conviction2 / 5
Microreactors
Read profile
85
Navitas Semiconductor CorporationNVTS
Market cap$2.7B
Conviction2 / 5
Power semiconductorsData-center power & cooling
Read profile
Oklo Inc.OKLO
Market cap$7.0B
Conviction2 / 5
Microreactors
Read profile
PasqalPrivate
Market cap—
Conviction2 / 5
Neutral-atom qubits
Read profile
PsiQuantum, Corp.Private
Market cap—
Conviction2 / 5
Photonic quantum
Read profile
84
D-Wave Quantum Inc.QBTS
Market cap$6.0B
Conviction2 / 5
Quantum annealing
Read profile
QuEra Computing Inc.Private
Market cap—
Conviction2 / 5
Neutral-atom qubits
Read profile
Radiant Industries, Inc.Private
Market cap—
Conviction2 / 5
Microreactors
Read profile
Relativity Space, Inc.Private
Market cap—
Conviction2 / 5
Launch
Read profile
Rigetti Computing, Inc.RGTI
Market cap$4.7B
Conviction2 / 5
Superconducting qubits
Read profile
Satellogic Inc.SATL
Market cap$494M
Conviction2 / 5
Earth observation
Read profile
NuScale Power CorporationSMR
Market cap$2.8B
Conviction2 / 5
Small modular reactors
Read profile
Stoke Space TechnologiesPrivate
Market cap—
Conviction2 / 5
Launch
Read profile
TerraPower, LLCPrivate
Market cap—
Conviction2 / 5
Small modular reactorsMicroreactors
Read profile
Terrestrial Energy Inc.Private
Market cap—
Conviction2 / 5
Small modular reactorsMicroreactors
Read profile
Vast Space LLCPrivate
Market cap—
Conviction2 / 5
Space infrastructure
Read profile
X-energy, Inc.XE
Market cap$4.2B
Conviction2 / 5
Small modular reactors
Read profile
Arqit Quantum Inc.ARQQ
Market cap$290M
Conviction2 / 5
Post-quantum cryptography
Read profile
Draganfly Inc.DPRO
Market cap$156M
Conviction2 / 5
Drones & UASISR
Read profile
POET Technologies Inc.POET
Market cap$1.2B
Conviction2 / 5
Interconnect
Read profile
80
Quantum Computing Inc.QUBT
Market cap$1.7B
Conviction2 / 5
Photonic quantum
Read profile
84
Virgin Galactic Holdings, Inc.SPCE
Market cap$320M
Conviction2 / 5
Space tourism
Read profile
TMC the metals company Inc.TMC
Market cap$1.6B
Conviction2 / 5
Specialty & defense metals
Read profile
91
FuelCell Energy, Inc.FCEL
Market cap$1.7B
Conviction2 / 5
Data-center power & coolingElectrification
Read profile
Lightbridge CorporationLTBR
Market cap$246M
Conviction2 / 5
Nuclear fuel
Read profile
76
Absci CorporationABSI
Market cap$1.3B
Conviction1 / 5
AI drug discovery
Read profile
89
Fermi Inc.FRMI
Market cap$4.7B
Conviction1 / 5
Data-center power & coolingMicroreactors
Read profile
78
Lightwave Logic, Inc.LWLG
Market cap$932M
Conviction1 / 5
Interconnect
Read profile