Companies
Every stock our portfolios and insights mention. Open one for its prices, financials and what analysts expect.
AAOIApplied Optoelectronics, Inc.
AAPLApple Inc.Held by 23 portfolios1 insight
ABBVAbbVie Inc.1 insight
ABCLAbCellera Biologics Inc.
ABTAbbott Laboratories2 insights
ACNAccenture plc1 insight
ADBEAdobe Inc.
ADIAnalog Devices, Inc.1 insight
AEHRAehr Test Systems, Inc.
AEISAdvanced Energy Industries, Inc.
ALABAstera Labs, Inc.
AMATApplied Materials, Inc.
AMBAAmbarella, Inc.
AMCAMC Entertainment Holdings, Inc.
AMDAdvanced Micro Devices, Inc.Held by 8 portfolios
AMKRAmkor Technology, Inc.
AMZNAmazon.com, Inc.Held by 37 portfolios3 insights
ANETArista Networks, Inc.
APLDApplied Digital Corporation
APPAppLovin Corporation
ASMLASML Holding N.V.Held by 5 portfolios
ASTSAST SpaceMobile, Inc.
ASXASE Technology Holding Co., Ltd.2 insights
AURAurora Innovation, Inc.
AVAVAeroVironment, Inc.
AVGOBroadcom Inc.Held by 21 portfolios1 insight
AXONAxon Enterprise, Inc.
AXPAmerican Express Company1 insight
AXTIAXT, Inc.
BAThe Boeing CompanyHeld by 2 portfolios1 insight
BABAAlibaba Group Holding LimitedHeld by 1 portfolio
BACBank of America Corporation6 insights
BBBlackBerry Limited
BEBloom Energy CorporationHeld by 4 portfolios3 insights
BLDPBallard Power Systems Inc.1 insight
BRK-BBerkshire Hathaway Inc.3 insights
BSXBoston Scientific Corporation2 insights
BULLWebull Corporation
CCitigroup Inc.5 insights
CBRSCerebras Systems Inc.
CCLCarnival Corporation Ltd.
CEGConstellation Energy Corporation
CELHCelsius Holdings, Inc.
CHDChurch & Dwight Co., Inc.2 insights
CIENCiena Corporation
CLColgate-Palmolive Company3 insights
CLOVClover Health Investments, Corp.
CLSCelestica Inc.
CLSKCleanSpark, Inc.
CMCSAComcast Corporation2 insights
COHRCoherent Corp.
COINCoinbase Global, Inc.
COPConocoPhillips3 insights
COSTCostco Wholesale CorporationHeld by 2 portfolios
CRCLCircle Internet Group
CRDOCredo Technology Group Holding Ltd
CRMSalesforce, Inc.1 insight
CRWDCrowdStrike Holdings, Inc.
CRWVCoreWeave, Inc.1 insight
CSCOCisco Systems, Inc.
CTSHCognizant Technology Solutions Corporation
CVNACarvana Co.
CVXChevron Corporation3 insights
DDOGDatadog, Inc.
DELLDell Technologies Inc.Held by 1 portfolio
DHID.R. Horton, Inc.2 insights
DJTTrump Media & Technology Group Corp.3 insights
DOCNDigitalOcean Holdings, Inc.
ELFe.l.f. Beauty, Inc.
EOGEOG Resources, Inc.3 insights
FFord Motor Company2 insights
FCELFuelCell Energy, Inc.2 insights
FICOFair Isaac Corporation
FIGFigma, Inc.
FISVFiserv, Inc.
FIXComfort Systems USA, Inc.
FLNCFluence Energy, Inc.
FLYFirefly Aerospace Inc.
FTNTFortinet, Inc.
FUTUFutu Holdings Limited
GDGeneral Dynamics Corporation4 insights
GEGE Aerospace1 insight
GEVGE Vernova Inc.
GLWCorning Incorporated
GLXYGalaxy DigitalHeld by 1 portfolio
GMGeneral Motors Company2 insights
GMEGameStop Corp.
GOOGLAlphabet Inc.Held by 39 portfolios3 insights
HIIHuntington Ingalls Industries, Inc.
HIMSHims & Hers Health, Inc.
HPEHewlett Packard Enterprise Company
HWMHowmet Aerospace Inc.1 insight
IBMInternational Business Machines Corporation1 insight
IBRXImmunityBio, Inc.
INFQInfleqtion, Inc.
INODInnodata Inc.
INTCIntel CorporationHeld by 7 portfolios2 insights
INTUIntuit Inc.
IONQIonQ, Inc.
IRENIREN Limited
ISRGIntuitive Surgical, Inc.2 insights
JBLJabil Inc.
JNJJohnson & JohnsonHeld by 3 portfolios1 insight
JOBYJoby Aviation, Inc.
JPMJPMorgan Chase & Co.6 insights
KDPKeurig Dr Pepper Inc.1 insight
KLACKLA Corporation
KMBKimberly-Clark Corporation3 insights
KOThe Coca-Cola Company1 insight
KSSKohl's Corporation
KTOSKratos Defense & Security Solutions, Inc.
LENLennar Corporation3 insights
LHXL3Harris Technologies, Inc.
LITELumentum Holdings Inc.
LLYEli Lilly and CompanyHeld by 3 portfolios1 insight
LMTLockheed Martin Corporation5 insights
LRCXLam Research Corporation
LULUlululemon athletica inc.
LUNRIntuitive Machines, Inc.
MAMastercard Incorporated1 insight
MCHPMicrochip Technology Incorporated1 insight
MDBMongoDB, Inc.
MDTMedtronic plc2 insights
METAMeta Platforms, Inc.Held by 22 portfolios3 insights
MODModine Manufacturing Company
MPWRMonolithic Power Systems, Inc.
MRKMerck & Co., Inc.1 insight
MRNAModerna, Inc.Held by 2 portfolios
MRVLMarvell Technology, Inc.
MSFTMicrosoft CorporationHeld by 33 portfolios1 insight
MSTRStrategy Inc
MTSIMACOM Technology Solutions Holdings, Inc.
MUMicron Technology, Inc.Held by 9 portfolios
MXLMaxLinear, Inc.
NAVNNavan, Inc.
NBISNebius Group N.V.1 insight
NETCloudflare, Inc.
NFLXNetflix, Inc.Held by 3 portfolios2 insights
NNENANO Nuclear Energy Inc.
NOCNorthrop Grumman Corporation5 insights
NOWServiceNow, Inc.
NUNu Holdings Ltd.
NVDANVIDIA CorporationHeld by 33 portfolios2 insights
NVRNVR, Inc.2 insights
NVTSNavitas Semiconductor Corporation
NXPINXP Semiconductors N.V.1 insight
OKLOOklo Inc.
ONON Semiconductor Corporation1 insight
ONTOOnto Innovation Inc.
ORCLOracle Corporation1 insight
OUSTOuster, Inc.
OXYOccidental Petroleum Corporation3 insights
PEverpure, Inc.
PANWPalo Alto Networks, Inc.1 insight
PATHUiPath, Inc.
PENGPenguin Solutions, Inc.
PEPPepsiCo, Inc.1 insight
PFEPfizer Inc.Held by 1 portfolio1 insight
PGThe Procter & Gamble Company3 insights
PHMPulteGroup, Inc.2 insights
PLPlanet Labs PBC
PLTRPalantir Technologies Inc.Held by 2 portfolios1 insight
PLUGPlug Power Inc.2 insights
POETPOET Technologies Inc.
POWLPowell Industries, Inc.
PRPermian Resources Corporation
PWRQuanta Services, Inc.
QBTSD-Wave Quantum Inc.
QCOMQUALCOMM Incorporated
QUBTQuantum Computing Inc.
RBLXRoblox CorporationHeld by 1 portfolio
RCATRed Cat Holdings, Inc.
RDDTReddit, Inc.Held by 1 portfolio
RDWRedwire Corporation
RGTIRigetti Computing, Inc.
RIVNRivian Automotive, Inc.Held by 1 portfolio2 insights
RKLBRocket Lab Corporation
RTXRTX Corporation5 insights
RUNSunrun Inc.
SATSEchoStar Corporation
SHOPShopify Inc.
SIMOSilicon Motion Technology Corporation
SKHYSK hynix Inc.Held by 1 portfolio
SLSSELLAS Life Sciences Group, Inc.
SMCISuper Micro Computer, Inc.
SMRNuScale Power Corporation
SNAPSnap Inc.
SNDKSandisk CorporationHeld by 5 portfolios
SNOWSnowflake Inc.
SOFISoFi Technologies, Inc.
SOUNSoundHound AI, Inc.
SPCXSpace Exploration Technologies Corp.Held by 9 portfolios
SYKStryker Corporation2 insights
TAT&T Inc.2 insights
TET1 Energy Inc.
TEAMAtlassian Corporation
TEMTempus AI, Inc.
TERTeradyne, Inc.
TMUST-Mobile US, Inc.2 insights
TOLToll Brothers, Inc.2 insights
TSEMTower Semiconductor Ltd.
TSLATesla, Inc.Held by 3 portfolios3 insights
TSMTaiwan Semiconductor Manufacturing Company LimitedHeld by 19 portfolios3 insights
TTDThe Trade Desk, Inc.
TTWOTake-Two Interactive Software, Inc.
TXNTexas Instruments Incorporated1 insight
UBERUber Technologies, Inc.4 insights
UMCUnited Microelectronics Corporation3 insights
UNHUnitedHealth Group Incorporated
UPSUnited Parcel Service, Inc.
USARUSA Rare Earth, Inc.
VVisa Inc.1 insight
VICRVicor Corporation
VRTVertiv Holdings Co
VSATViasat, Inc.
VSTVistra Corp.1 insight
VZVerizon Communications Inc.2 insights
WDAYWorkday, Inc.
WDCWestern Digital Corporation
WFCWells Fargo & Company5 insights
WULFTeraWulf Inc.
WYFIWhiteFiber, Inc.
XNDUXanadu Quantum Technologies Limited
XOMExxonMobil Holdings Corporation3 insights
ZETAZeta Global Holdings Corp.
ZMZoom Communications, Inc.
ZSZscaler, Inc.