Five areas that are clearly in our future are the Internet-of-Things (IoT), biotech, programmatic advertising, 3D additive printing and green energy (electricity/storage/propulsion). The ADP Phoenix Forty-Four have a number of companies in these sectors that are promising in their ambitions, with some of them established as leaders. Buy, hold and accumulate. Minor adjustments to this list are occasionally made as opportunities arise.
Rubius (RUBY) $67M
Curis (CRIS) $95M
Axcella (AXLA) $131M
Puma Bio (PBYI) $147M
Jounce (JNCE) $230M
1stdibs.Com (DIBS) $276M
Viant (DSP) $295M
Vaxart (VXRT) $425M
Ranpak (PACK) $509M
Materialise (MTSL) $701M
fuboTV (FUBO) $716M
Altimmune (ALT) $926M
Perion (PERI) $955M
DocGo (DCGO) $1B
PubMatic (PUBM) $1.1B
Magnite (MGNI) $1.1B
Proto Labs (PRLB) $1.1B
Digi (DGII) $1.2B
Nextdoor (KIND) $1.3B
Veru (VERU) $1.4B
LiveRamp (RAMP) $1.4B
Celldex (CLDX) $1.5B
Xperi (XPER) $1.7B
Digital Turbine (APPS) $2.1B
Ballard Power (BLDP) $2.5B
Novavax (NVAX) $2.9B
Opendoor (OPEN) $3B
StoneCo (STNE) $3.1B
DoubleVerify (DV) $4.4B
DigitalOcean (DOCN) $4.5B
SunPower (SPWR) $4.5B
Ginkgo Bio (DNA) $5.1B
Bloom Energy (BE) $5.2B
New York Times (NYT) $5.3B
Doximity (DOCS) $6.5B
Exact Sciences (EXAS) $6.9B
Zillow (ZG) $8.5B
AppLovin (APP) $9.9B
NRG Energy (NRG) $10B
Roku (ROKU) $10B
First Solar (FSLR) $12.9B
Plug Power (PLUG) $17.2B
Skyworks (SWKS) $17.3B
Trade Desk (TTD) $32B
“I really believe it’s better to learn from other people’s mistakes as much as possible.” –Warren Buffett