U.S. Net Cash Stocks With A Growth Track Record

Palantir Technologies

Market Cap: US$183.1b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Intuitive Surgical

Market Cap: US$177.4b

Develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally.

Arista Networks

Market Cap: US$99.8b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Chipotle Mexican Grill

Market Cap: US$67.7b

Owns and operates Chipotle Mexican Grill restaurants.

Copart

Market Cap: US$51.1b

Provides online auctions and vehicle remarketing services in the United States, Canada, the United Kingdom, Brazil, the Republic of Ireland, Germany, Finland, the United Arab Emirates, Oman, Bahrain, and Spain.

Lululemon Athletica

Market Cap: US$38.8b

Designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men.

Veeva Systems

Market Cap: US$37.6b

Provides cloud-based software for the life sciences industry.

Texas Pacific Land

Market Cap: US$30.5b

Engages in the land and resource management, and water services and operations businesses.

Trade Desk

Market Cap: US$29.9b

Operates as a technology company in the United States and internationally.

Monolithic Power Systems

Market Cap: US$27.9b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets.

Williams-Sonoma

Market Cap: US$21.5b

Operates as an omni-channel specialty retailer of various products for home.

Watsco

Market Cap: US$19.1b

Engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean.

Deckers Outdoor

Market Cap: US$18.3b

Designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.

EMCOR Group

Market Cap: US$16.9b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

DocuSign

Market Cap: US$16.1b

Provides electronic signature solution in the United States and internationally.

F5

Market Cap: US$15.3b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

Dynatrace

Market Cap: US$14.8b

Provides a security platform for multicloud environments in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

On Holding

Market Cap: US$14.6b

Engages in the development and distribution of sports products worldwide.

Duolingo

Market Cap: US$12.4b

Operates as a mobile learning platform in the United States, the United Kingdom, and internationally.

Texas Roadhouse

Market Cap: US$11.8b

Operates casual dining restaurants in the United States and internationally.

Doximity

Market Cap: US$11.6b

Operates a cloud-based digital platform for medical professionals in the United States.

Paycom Software

Market Cap: US$11.6b

Provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States.

Manhattan Associates

Market Cap: US$10.2b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

CAVA Group

Market Cap: US$9.2b

Owns and operates a chain of restaurants under the CAVA brand in the United States.

New York Times

Market Cap: US$8.0b

The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide.

Kanzhun

Market Cap: US$7.9b

Provides online recruitment services in the People’s Republic of China.

Fabrinet

Market Cap: US$7.1b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

Universal Display

Market Cap: US$7.1b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

Commvault Systems

Market Cap: US$6.7b

Provides a platform that enhances cyber resiliency by protecting the data in the United States and internationally.

Onto Innovation

Market Cap: US$6.1b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

Badger Meter

Market Cap: US$6.1b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

Rambus

Market Cap: US$5.5b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

CorVel

Market Cap: US$5.5b

Provides workers’ compensation, auto, liability, and health solutions.

Urban Outfitters

Market Cap: US$5.0b

Engages in the retail and wholesale of general consumer products.

CSW Industrials

Market Cap: US$4.9b

Operates as a diversified industrial company in the United States and internationally.

SPS Commerce

Market Cap: US$4.8b

Provides cloud-based supply chain management solutions in the United States.