The ADP Phoenix Forty is now the ADP Phoenix Forty-Four. These four companies (new to the list) created decision anxiety regarding which ones I’d need to replace… so instead I expanded the holdings. Onward!
Rubius (RUBY) $66M
Curis (CRIS) $121M
Axcella (AXLA) $137M
Puma Bio (PBYI) $145M
CalAmp (CAMP) $231M
Jounce (JNCE) $242M
1stdibs.Com (DIBS) $269M
Viant (DSP) $308M
Vaxart (VXRT) $491M
Ranpak (PACK) $509M
Materialise (MTLS) $747M
Altimmune (ALT) $849M
fuboTV (FUBO) $910M
Perion (PERI) $951M
DocGo (DCGO) $1B
PubMatic (PUBM) $1.2B
Proto Labs (PRLB) $1.2B
Magnite (MGNI) $1.2B
Digi (DGII) $1.3B
Nextdoor (KIND) $1.3B
LiveRamp (RAMP) $1.5B
Veru (VERU) $1.5B
Celldex (CLDX) $1.6B
Xperi (XPER) $1.7B
Digital Turbine (APPS) $2.4B
Ballard Power (BLDP) $2.5B
Novavax (NVAX) $2.9B
Opendoor (OPEN) $3.2B
StoneCo (STNE) $3.6B
DoubleVerify (DV) $4.4B
DigitalOcean (DOCN) $4.5B
SunPower (SPWR) $4.5B
New York Times (NYT) $5.4B
Ginkgo Bio (DNA) $5.6B
Doximity (DOCS) $6.6B
Exact Sciences (EXAS) $6.8B
Zillow (ZG) $8.7B
NRG Energy (NRG) $10.3B
Roku (ROKU) $10.6B
First Solar (FSLR) $12.7B
Plug Power (PLUG) $16.6B
Skyworks Solutions (SWKS) $17.8B
Cummins (CMI) $32.4B
Trade Desk (TTD) $33.9B
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” -Aristotle