- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AeroVironment Inc. (AVAV)
- Crocs Inc. (CROX)
- AAON Inc. (AAON)
- CECO Environmental Corp. (CECO)
- Eagle Materials Inc (EXP)
- Aspen Aerogels Inc. (ASPN)
- Comfort Systems USA Inc. (FIX)
- SPS Commerce Inc. (SPSC)
- Tetra Tech Inc. (TTEK)
- Interactive Brokers Group Inc. (IBKR)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- AppFolio Inc. (APPF)
Q: Q: Hi 5i team,
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you