Investing Strategies: Micro, Small and Smid Cap

February 05, 2026

Buy ($175)

Companies covered: Arteris Inc. (NASDAQ:AIP), SI-Bone Inc. (NASDAQ:SIBN), Ingevity Corp. (NYSE:NGVT), Guardian Pharmacy Services Inc. (NYSE:GRDN), Ascendis Pharma A/S (NASDAQ:ASND), VSE Corporation (NASDAQ:VSEC), Elastic NV (NYSE:ESTC), Dutch Bros Inc. (NYSE:BROS), Madrigal Pharmaceuticals (NASDAQ:MDGL), Penumbra Inc. (NYSE:PEN), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), Guidewire Software, Inc. (NYSE:GWRE), Nova Ltd. (formerly Nova Measuring Instruments Ltd.) (NASDAQ:NVMI), Cogent Biosciences Inc. (NASDAQ:COGT), Guardant Health Inc. (NASDAQ:GH), Natera Inc. (NASDAQ:NTRA), Option Care Health Inc. (NASDAQ:OPCH), Champion Homes Inc. (NYSE:SKY), AZoom Co. Ltd. (TYO:3496), Vimta Labs Ltd. (NSE:VIMTALABS), Eurofins Scientific SE (OTCMKTS:ERFSF), DigitalOcean Holdings, Inc. (NYSE:DOCN), Ciena Corporation (NYSE:CIEN), Fabrinet (NYSE:FN), Rambus, Inc. (NASDAQ:RMBS), Powell Industries, Inc. (NASDAQ:POWL), StoneX Group Inc. (NASDAQ:SNEX), Urban Outfitters, Inc. (NASDAQ:URBN), Eagle Materials Inc (NYSE:EXP), Academy Sports and Outdoors Inc. (NASDAQ:ASO), MaxLinear, Inc (NYSE:MXL), Bank OZK (formerly Bank of the Ozarks) (NASDAQ:OZK), First Watch Restaurant Group, Inc. (NASDAQ:FWRG)