The past year and a half has been extremely rough but… beginning in July it seems we may have finally changed course for the better (knocking on wood with a heavy fist). I am tracking my ADP Phoenix Forty group of stocks and there has been some recent fine tuning to perfect this master list (Sierra Wireless SWIR is getting bought out, for example). See below for a chart of cumulative daily performance from the past ten weeks, where the graph clearly shows an upward trajectory since July. Don’t have too much else to say except let’s put on those rally caps and keep going!
Rubius (RUBY) $66M
Curis (CRIS) $89M
Shift (SFT) $100M
Axcella (AXLA) $125M
Puma Bio (PBYI) $139M
Jounce (JNCE) $174M
1stdibs.Com (DIBS) $274M
GrowGeneration (GRWG) $297M
Viant (DSP) $318M
Ranpak (PACK) $434M
Vaxart (VXRT) $481M
fuboTV (FUBO) $540M
DocGo (DCGO) $838M
Materialise (MTLS) $855M
PubMatic (PUBM) $924M
Perion (PERI) $952M
Veru (VERU) $985M
Digi (DGII) $1.1B
Magnite (MGNI) $1.2B
Proto Labs (PRLB) $1.4B
Nextdoor (KIND) $1.4B
Celldex (CLDX) $1.5B
Xperi (XPER) $1.8B
LiveRamp (RAMP) $2B
Digital Turbine (APPS) $2.2B
Ballard (BLDP) $2.5B
Opendoor (OPEN) $3.3B
StoneCo (STNE) $3.3B
SunPower (SPWR) $3.9B
DoubleVerify (DV) $3.9B
DigitalOcean (DOCN) $4.6B
Novavax (NVAX) $4.8B
New York Times (NYT) $5.1B
Ginkgo Bio (DNA) $5.5B
Doximity (DOCS) $8B
Zillow (ZG) $9.3B
First Solar (FSLR) $10.4B
Roku (ROKU) $10.9B
Skyworks Solutions (SWKS) $18B
Trade Desk (TTD) $24.3B
“When one door closes, another door opens, but we so often look so long and so regretfully upon the closed door, that we do not see the ones which open for us.”
– Alexander Graham Bell