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

Arm Holdings

Market Cap: US$366.0b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Palantir Technologies

Market Cap: US$324.9b

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.

Sandisk

Market Cap: US$230.9b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Arista Networks

Market Cap: US$209.0b

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.

Intuitive Surgical

Market Cap: US$149.5b

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.

Spotify Technology

Market Cap: US$102.2b

Provides audio streaming subscription services worldwide.

Monolithic Power Systems

Market Cap: US$72.8b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Astera Labs

Market Cap: US$54.3b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Garmin

Market Cap: US$45.6b

Designs, develops, manufactures, markets, and distributes a diverse range of GPS-enabled products and navigation, communications, sensor-based, and information products and services worldwide.

Credo Technology Group Holding

Market Cap: US$38.2b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Chipotle Mexican Grill

Market Cap: US$37.6b

Owns and operates Chipotle Mexican Grill restaurants.

EMCOR Group

Market Cap: US$36.3b

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

Reddit

Market Cap: US$33.4b

Operates a digital community in the United States and internationally.

Zoom Communications

Market Cap: US$29.8b

Provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Copart

Market Cap: US$28.7b

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

Veeva Systems

Market Cap: US$28.0b

Provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.

Texas Pacific Land

Market Cap: US$26.9b

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

Tradeweb Markets

Market Cap: US$24.2b

Tradeweb Markets Inc. builds and operates electronic marketplaces in the United States and internationally.

Everpure

Market Cap: US$24.0b

Provides data storage and management technologies, products, and services in the United States and internationally.

Fabrinet

Market Cap: US$22.3b

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

F5

Market Cap: US$22.2b

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

Rambus

Market Cap: US$15.7b

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

Deckers Outdoor

Market Cap: US$15.0b

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

Mueller Industries

Market Cap: US$14.7b

Manufactures and sells copper, brass, and aluminum products in the United States, the United Kingdom, Canada, Asia and the Middle East, and Mexico.

Toast

Market Cap: US$14.3b

Operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.

Medpace Holdings

Market Cap: US$13.0b

Provides clinical research-based drug and medical device development services in North America, Europe, Asia, South America, Africa, and Australia.

lululemon athletica

Market Cap: US$13.0b

Designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally.

Penumbra

Market Cap: US$12.6b

Designs, develops, manufactures, and markets medical devices in the United States and internationally.

New York Times

Market Cap: US$12.4b

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

Vicor

Market Cap: US$12.4b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

On Holding

Market Cap: US$12.3b

Develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific.

Powell Industries

Market Cap: US$10.9b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

Globus Medical

Market Cap: US$10.9b

Develops and commercializes healthcare solutions for patients with musculoskeletal disorders in the United States and internationally.

Luckin Coffee

Market Cap: US$10.4b

Offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.

Argan

Market Cap: US$9.7b

Through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.

Full Truck Alliance

Market Cap: US$8.9b

Operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People’s Republic of China and Hong Kong.