UPDATED GROWTH PORTFOLIO WATCHLIST
1. $LMND AI-native insurance stack
2. $OKLO modular nuclear power for AI data centers
3. $HOOD retail finance OS with embedded growth levers
4. $PI item-level RFID platform for global inventory tracking
5. $KTOS autonomous defense systems for attritable warfare
6. $RR service robotics platform for labor-constrained industries
7. $DPRO government & enterprise drone data capture platform
8. $JOBY vertically integrated eVTOL aircraft & operations platform
9. $ACHR commercial eVTOL manufacturer with airline partnerships
10. $AVAV scaled military drone OEM with entrenched DoD programs
UPDATED TOP 5 SMALL-CAP POSITIONS
1. $RKLB -- Future of Space Logistics
2. $JMIA -- Scaling Logistics Across Africa
3. $IONQ -- Push for a Quantum Network
4. $TMDX -- Scaling Organ Care Through Fleet & Network Effect
5. $BEAM -- Editing the Future of Genetic Medicine
NOBODY WANTS TO LIVE ON SAAS AVE ANYMORE
The digital economy is shifting to Agentic AI Platforms -- here are 8 names best positioned to lead it:
1. $PLTR -- Execution Layer for AI in Gov & Enterprise
2. $SNOW -- Data Liquidity Layer Agents Act On
3. $NOW -- Workflow Backbone Agents Plug Into
4. $CRWD -- Real-Time Security Control Plane for Agents
5. $RBRK -- Cyber Vault Agents Depend On for Recovery
6. $NET -- Edge Enforcement Layer Where Agents Interface with the Internet
7. $MDB -- Memory Plane Agents Keep Reaching For
8. $ZS -- Zero-Trust Gatekeeper for Agent Access