31Mar22: 20 Under $4B

Finding excellent companies is of course how you successfully invest; the earlier you find these companies relative to their market cap size, the more exponential your returns will be. In the spirit of getting in early, here is an assortment of top notch innovative businesses that are micro-caps ($50M-$300M), small-caps ($300M-$2B) and mid-caps ($2B-$10B) with none above $4B. Spring is here so time to get those seeds in the ground.

Puma Biotech (PBYI) $128M

Shift Tech (SFT) $187M

1stdibs.Com (DIBS) $312M

Viant (DSP) $394M

Rubius (RUBY) $492M

GrowGeneration (GRWG) $593M

Baozun (BZUN) $622M

Vaxart (VXRT) $627M

Sierra Wireless (SWIR) $682M

Limelight Networks (LLNW) $709M

Digi Int. (DGII) $757M

Perion (PERI) $1B

fuboTV (FUBO) $1.1B

PubMatic (PUBM) $1.4B

Proto Labs (PRLB) $1.5B

Xperi (XPER) $1.8B

Magnite (MGNI) $1.8B

Nextdoor (KIND) $2.3B

LiveRamp (RAMP) $2.6B

SunPower (SPWR) $3.6B

“Though I do not believe that a plant will spring up where no seed has been, I have great faith in a seed. Convince me that you have a seed there, and I am prepared to expect wonders.” – Henry David Thoreau