$LMND — The insurance disruptor finally entering its execution era

$ZETA — Rebuilding the entire marketing stack from scratch

$DLO — The emerging-markets choke point no one sees coming

$FLNC — The grid modernization and AI-power bottleneck

$ONDS — The pure drone infrastructure play

$HIMS — The most efficient health and pharma distribution engine in the country

$CIFR — The AI datacenter and power-infrastructure accelerator

$NBIS — The NeoCloud dark horse

$TEM — Health tech quietly compounding

$ADUR — Clean, sustainable energy with a long runway

$PATH — Enterprise automation with real adoption curves

$EOSE — Long-duration energy storage with multi-year upside

$OSCR — Fixing a broken health insurance system