Directory

Companies

176 companies positioned for the themes defining the next decade.

Sort

176 companies

Applied Materials, Inc.AMAT

Market cap$357B

Conviction5 / 5

Semiconductor equipment

Market cap$182B

Conviction5 / 5

Arista Networks, Inc.ANET

Market cap$201B

Conviction5 / 5

InterconnectAI infrastructure

ASML Holding N.V.ASML

Market cap$622B

Conviction5 / 5

Semiconductor equipment

Axon Enterprise, Inc.AXON

Conviction5 / 5

Autonomous systems

BHP Group LimitedBHP

Market cap$226B

Conviction5 / 5

CrowdStrike Holdings, Inc.CRWD

Market cap$186B

Conviction5 / 5

Endpoint securityCloud security

Eaton Corporation plcETN

Market cap$156B

Conviction5 / 5

ElectrificationData-center power & cooling

First Solar, Inc.FSLR

Conviction5 / 5

General Dynamics CorporationGD

Conviction5 / 5

Alphabet Inc.GOOGL

Market cap$4.6T

Conviction5 / 5

Vision modelsAutonomous systemsAI compute

International Business Machines CorporationIBM

Market cap$280B

Conviction5 / 5

Superconducting qubits

Intuitive Surgical, Inc.ISRG

Market cap$150B

Conviction5 / 5

Autonomous systemsIndustrial automation

KLA CorporationKLAC

Market cap$251B

Conviction5 / 5

Semiconductor equipment

Eli Lilly and CompanyLLY

Market cap$985B

Conviction5 / 5

Lockheed Martin CorporationLMT

Market cap$122B

Conviction5 / 5

Defense primesHypersonics

Lantheus Holdings, Inc.LNTH

Market cap$6.5B

Conviction5 / 5

Radiopharmaceuticals

Lam Research CorporationLRCX

Market cap$398B

Conviction5 / 5

Semiconductor equipment

Microsoft CorporationMSFT

Market cap$3.3T

Conviction5 / 5

AI infrastructureTopological qubitsCloud security

Micron Technology, Inc.MU

Market cap$1.1T

Conviction5 / 5

AI memoryAI compute

NVIDIA CorporationNVDA

Market cap$5.1T

Conviction5 / 5

AI computeAI infrastructureVision models

Nextpower Inc.NXT

Conviction5 / 5

Palantir Technologies Inc.PLTR

Market cap$375B

Conviction5 / 5

Battlefield AIVision models

Quanta Services, Inc.PWR

Market cap$107B

Conviction5 / 5

ElectrificationGrid infrastructure

Rio Tinto GroupRIO

Market cap$173B

Conviction5 / 5

RTX CorporationRTX

Market cap$242B

Conviction5 / 5

Southern Copper CorporationSCCO

Market cap$160B

Conviction5 / 5

TransDigm Group IncorporatedTDG

Conviction5 / 5

Aerospace componentsDefense primes

Tesla, Inc.TSLA

Market cap$1.6T

Conviction5 / 5

Humanoid hardwareAutonomous systemsVision models

Taiwan Semiconductor ManufacturingTSM

Market cap$2.2T

Conviction5 / 5

Vertex Pharmaceuticals IncorporatedVRTX

Market cap$114B

Conviction5 / 5

Market cap$4.6T

Conviction4 / 5

AI computeEdge compute

Conviction4 / 5

Industrial automationAutonomous systems

Astera Labs, Inc.ALAB

Conviction4 / 5

Advanced Micro Devices, Inc.AMD

Market cap$842B

Conviction4 / 5

AI computeVision modelsEdge compute

Amazon.com, Inc.AMZN

Market cap$2.9T

Conviction4 / 5

AI infrastructureAI computeQuantum software & access

AnthropicPrivate

Conviction4 / 5

Foundation models

Arm Holdings plcARM

Market cap$377B

Conviction4 / 5

Astranis Space Technologies Corp.Private

Conviction4 / 5

Satellite communications

Broadcom Inc.AVGO

Market cap$2.1T

Conviction4 / 5

AI computeAI infrastructure

Booz Allen Hamilton Holding CorporationBAH

Market cap$9.5B

Conviction4 / 5

Defense IT & services

BWX Technologies, Inc.BWXT

Conviction4 / 5

Nuclear fuelSmall modular reactors

Cameco CorporationCCJ

Conviction4 / 5

Constellation Energy CorporationCEG

Market cap$104B

Conviction4 / 5

Check Point Software Technologies Ltd.CHKP

Conviction4 / 5

Network security

Credo Technology Group Holding LtdCRDO

Conviction4 / 5

CRISPR Therapeutics AGCRSP

Market cap$5.4B

Conviction4 / 5

CoreWeave, Inc.CRWV

Conviction4 / 5

AI infrastructureAI compute

Dominion Energy, Inc.D

Conviction4 / 5

Data-center power & coolingGrid infrastructure

Leonardo DRS, Inc.DRS

Conviction4 / 5

ISRDefense primes

Freeport-McMoRan Inc.FCX

Conviction4 / 5

Comfort Systems USA, Inc.FIX

Conviction4 / 5

Data-center power & cooling

Franco-Nevada CorporationFNV

Conviction4 / 5

Royalties & streaming

Fortinet, Inc.FTNT

Market cap$101B

Conviction4 / 5

Network security

GE Vernova Inc.GEV

Market cap$260B

Conviction4 / 5

Grid infrastructureData-center power & cooling

Hudbay Minerals Inc.HBM

Conviction4 / 5

Huntington Ingalls Industries, Inc.HII

Conviction4 / 5

Honeywell International Inc.HON

Market cap$151B

Conviction4 / 5

Trapped-ion qubits

Impulse SpacePrivate

Conviction4 / 5

Space infrastructure

Iridium Communications Inc.IRDM

Market cap$5.5B

Conviction4 / 5

Satellite communications

Ivanhoe Mines Ltd.IVPAF

Conviction4 / 5

Kratos Defense & Security Solutions, Inc.KTOS

Conviction4 / 5

Drones & UASAutonomous systemsISR

Leidos Holdings, Inc.LDOS

Conviction4 / 5

Defense IT & servicesISR

Centrus Energy Corp.LEU

Market cap$3.6B

Conviction4 / 5

L3Harris Technologies, Inc.LHX

Conviction4 / 5

Defense primesISR

Loar Holdings Inc.LOAR

Market cap$6.0B

Conviction4 / 5

Aerospace components

Lynas Rare Earths LtdLYSCF

Conviction4 / 5

Rare earths & magnets

Meta Platforms, Inc.META

Market cap$1.6T

Conviction4 / 5

AI infrastructureVision models

Marvell Technology, Inc.MRVL

Market cap$179B

Conviction4 / 5

InterconnectAI compute

Nebius Group N.V.NBIS

Conviction4 / 5

AI infrastructureAI compute

NextEra Energy, Inc.NEE

Market cap$181B

Conviction4 / 5

Data-center power & coolingSolarGrid infrastructure

Cloudflare, Inc.NET

Conviction4 / 5

Cloud securityNetwork security

Northrop Grumman CorporationNOC

Conviction4 / 5

Defense primesAutonomous systems

NRG Energy, Inc.NRG

Conviction4 / 5

Novo Nordisk A/SNVO

Market cap$202B

Conviction4 / 5

Conviction4 / 5

Identity securityZero trust

Conviction4 / 5

Foundation models

Oracle CorporationORCL

Market cap$649B

Conviction4 / 5

AI infrastructureAI compute

Palo Alto Networks, Inc.PANW

Market cap$228B

Conviction4 / 5

Network securityZero trustIdentity security

Qualys, Inc.QLYS

Market cap$3.8B

Conviction4 / 5

Vulnerability management

Rheinmetall AGRNMBY

Conviction4 / 5

Rocket Lab CorporationRKLB

Conviction4 / 5

LaunchSpace defense

SailPoint, Inc.SAIL

Conviction4 / 5

Identity security

Space Exploration Technologies Corp.Pre-IPO

Conviction4 / 5

LaunchSatellite broadband

Sociedad Quimica y Minera de Chile S.A.SQM

Conviction4 / 5

Lithium & battery materials

Teck Resources LimitedTECK

Conviction4 / 5

Tempus AI, Inc.TEM

Market cap$9.1B

Conviction4 / 5

AI drug discovery

Tenable Holdings, Inc.TENB

Market cap$3.1B

Conviction4 / 5

Vulnerability management

Teradyne, Inc.TER

Conviction4 / 5

Industrial automationAutonomous systems

Telix Pharmaceuticals LimitedTLX

Market cap$3.2B

Conviction4 / 5

Radiopharmaceuticals

Textron Inc.TXT

Conviction4 / 5

Defense primesAerospace components

Varonis Systems, Inc.VRNS

Market cap$3.9B

Conviction4 / 5

Data resilience

Vertiv Holdings CoVRT

Market cap$121B

Conviction4 / 5

Data-center power & cooling

Vistra Corp.VST

Conviction4 / 5

Wheaton Precious Metals Corp.WPM

Conviction4 / 5

Royalties & streaming

Zscaler, Inc.ZS

Conviction4 / 5

Zero trustCloud security

1X TechnologiesPrivate

Conviction3 / 5

Humanoid hardware

Agility RoboticsPrivate

Conviction3 / 5

Humanoid hardware

Albemarle CorporationALB

Conviction3 / 5

Lithium & battery materials

Anduril Industries, Inc.Private

Conviction3 / 5

Autonomous systemsDrones & UASCounter-UAS

ApptronikPrivate

Conviction3 / 5

Humanoid hardware

AST SpaceMobile, Inc.ASTS

Conviction3 / 5

Satellite broadband

Atom Computing Inc.Private

Conviction3 / 5

Neutral-atom qubits

AeroVironment, Inc.AVAV

Conviction3 / 5

Drones & UASLoitering munitionsISR

Bloom Energy CorporationBE

Conviction3 / 5

Data-center power & cooling

Beam Therapeutics Inc.BEAM

Market cap$3.4B

Conviction3 / 5

BlackSky Technology Inc.BKSY

Market cap$1.8B

Conviction3 / 5

Earth observationSpace defense

Cerebras Systems Inc.CBRS

Conviction3 / 5

Enphase Energy, Inc.ENPH

Market cap$9.0B

Conviction3 / 5

Epirus, Inc.Private

Conviction3 / 5

Directed energyCounter-UAS

Figure AI Inc.Private

Conviction3 / 5

Humanoid hardwareAutonomous systems

Firefly Aerospace, Inc.FLY

Market cap$7.4B

Conviction3 / 5

Structure Therapeutics Inc.GPCR

Market cap$2.8B

Conviction3 / 5

Globalstar, Inc.GSAT

Conviction3 / 5

Satellite communications

Conviction3 / 5

Battlefield AIAutonomous systems

Infleqtion, Inc.INFQ

Market cap$3.5B

Conviction3 / 5

Neutral-atom qubits

Intel CorporationINTC

Market cap$576B

Conviction3 / 5

Conviction3 / 5

Trapped-ion qubits

Kairos Power LLCPrivate

Conviction3 / 5

Small modular reactors

Karman Holdings Inc.KRMN

Market cap$7.6B

Conviction3 / 5

HypersonicsAerospace components

Lithium Americas Corp.LAC

Market cap$1.8B

Conviction3 / 5

Lithium & battery materials

Intuitive Machines, Inc.LUNR

Market cap$7.0B

Conviction3 / 5

Modine Manufacturing CompanyMOD

Conviction3 / 5

Data-center power & cooling

MP Materials Corp.MP

Conviction3 / 5

Rare earths & magnets

Intellia Therapeutics, Inc.NTLA

Market cap$2.0B

Conviction3 / 5

Netskope, Inc.NTSK

Market cap$4.9B

Conviction3 / 5

Cloud securityZero trust

NexGen Energy Ltd.NXE

Market cap$7.7B

Conviction3 / 5

Conviction3 / 5

Market cap$6.7B

Conviction3 / 5

Drones & UASCounter-UASISR

Conviction3 / 5

Neutral-atom qubits

Planet Labs PBCPL

Conviction3 / 5

Earth observation

Perpetua Resources Corp.PPTA

Market cap$3.4B

Conviction3 / 5

Specialty & defense metals

PsiQuantum, Corp.Private

Conviction3 / 5

Photonic quantum

D-Wave Quantum Inc.QBTS

Conviction3 / 5

Quantum annealing

QuantinuumPrivate

Conviction3 / 5

Trapped-ion qubits

QuEra Computing Inc.Private

Conviction3 / 5

Neutral-atom qubits

Rubrik, Inc.RBRK

Conviction3 / 5

Data resilience

Red Cat Holdings, Inc.RCAT

Market cap$2.2B

Conviction3 / 5

Drones & UASISR

Redwire CorporationRDW

Market cap$4.9B

Conviction3 / 5

Space infrastructure

ReElement TechnologiesPrivate

Conviction3 / 5

Rare earths & magnets

Rigetti Computing, Inc.RGTI

Market cap$8.5B

Conviction3 / 5

Superconducting qubits

Recursion Pharmaceuticals, Inc.RXRX

Market cap$1.9B

Conviction3 / 5

AI drug discovery

SentinelOne, Inc.S

Market cap$5.7B

Conviction3 / 5

Endpoint security

Saronic Technologies, Inc.Private

Conviction3 / 5

Autonomous maritimeAutonomous systems

EchoStar CorporationSATS

Conviction3 / 5

Satellite communicationsSatellite broadband

Schrödinger, Inc.SDGR

Market cap$1.1B

Conviction3 / 5

AI drug discovery

Serve Robotics Inc.SERV

Market cap$796M

Conviction3 / 5

Autonomous systemsEdge compute

Shield AI, Inc.Private

Conviction3 / 5

Battlefield AIAutonomous systemsDrones & UAS

Conviction3 / 5

Drones & UASAutonomous systems

NuScale Power CorporationSMR

Market cap$4.4B

Conviction3 / 5

Small modular reactors

Spire Global, Inc.SPIR

Market cap$884M

Conviction3 / 5

Earth observation

Scholar Rock Holding CorporationSRRK

Market cap$5.9B

Conviction3 / 5

Metabolic disease

Symbotic Inc.SYM

Market cap$5.9B

Conviction3 / 5

Industrial automationAutonomous systemsEdge compute

TerraPower, LLCPrivate

Conviction3 / 5

Small modular reactorsMicroreactors

Talen Energy CorporationTLN

Conviction3 / 5

Merchant powerData-center power & cooling

Uranium Energy Corp.UEC

Market cap$6.8B

Conviction3 / 5

USA Rare Earth, Inc.USAR

Market cap$6.2B

Conviction3 / 5

Rare earths & magnets

Energy Fuels Inc.UUUU

Market cap$4.6B

Conviction3 / 5

Rare earths & magnetsNuclear fuel

Varda Space Industries, Inc.Private

Conviction3 / 5

Space infrastructure

Viking Therapeutics, Inc.VKTX

Market cap$3.8B

Conviction3 / 5

ObesityMetabolic disease

Voyager Technologies, Inc.VOYG

Market cap$2.9B

Conviction3 / 5

Space infrastructureSpace defense

Viasat, Inc.VSAT

Conviction3 / 5

Satellite communicationsSatellite broadband

Vulcan ElementsPrivate

Conviction3 / 5

Rare earths & magnets

X-energy, Inc.XE

Market cap$7.4B

Conviction3 / 5

Small modular reactors

Absci CorporationABSI

Market cap$1.1B

Conviction2 / 5

AI drug discovery

Arqit Quantum Inc.ARQQ

Market cap$287M

Conviction2 / 5

Post-quantum cryptography

CastelionPrivate

Conviction2 / 5

Draganfly Inc.DPRO

Market cap$273M

Conviction2 / 5

Drones & UASISR

Market cap$4.5B

Conviction2 / 5

Data-center power & coolingMicroreactors

NioCorp Developments Ltd.NB

Market cap$840M

Conviction2 / 5

Specialty & defense metalsRare earths & magnets

Nano Nuclear Energy Inc.NNE

Market cap$1.5B

Conviction2 / 5

Quantum Computing Inc.QUBT

Market cap$2.7B

Conviction2 / 5

Photonic quantum

Virgin Galactic Holdings, Inc.SPCE

Market cap$646M

Conviction2 / 5

Stoke Space TechnologiesPrivate

Conviction2 / 5

TMC the metals company Inc.TMC

Market cap$2.6B

Conviction2 / 5

Specialty & defense metals

Unusual Machines, Inc.UMAC

Market cap$1.5B

Conviction2 / 5