CRDO
3.48xCredo Technology Group Holding Ltd
AI/datacenter connectivity growth story, still expanding from a smaller base.
POET
2.25xPOET Technologies Inc
Optical interposer/AI connectivity commercialization story; very early-stage.
AMAT
3.62xApplied Materials Inc
Semiconductor equipment is high quality but tied to chip capex cycles.
Space infrastructure growth story, with some asset/IP angle.
BKSY
1.47xBlacksky Technology Inc
Space imagery/analytics growth story, smaller and speculative.
Early quantum computing growth company, speculative but not an asset play.
Nuclear/energy asset and licensing value is central; also speculative growth.
QUBT
1.37xQuantum Computing Inc
Quantum/photonic computing narrative, very speculative growth.
Earth observation/data business; growth depends on expanding data use cases.
QBTS
1.82xD-Wave Quantum Inc
Quantum computing commercialization story; speculative growth.
Uranium resource/commodity exposure; value tied heavily to uranium assets/prices.
CDN/edge business trying to regain growth and credibility after prior setbacks.
Low-code software company trying to reaccelerate and improve profitability.
Healthcare AI/data platform with high-growth profile.