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

Palantir Technologies

Market Cap: US$352.1b

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$176.2b

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$162.5b

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.

Arm Holdings

Market Cap: US$132.1b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

Palo Alto Networks

Market Cap: US$122.5b

Provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Monolithic Power Systems

Market Cap: US$56.1b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

Chipotle Mexican Grill

Market Cap: US$47.8b

Owns and operates Chipotle Mexican Grill restaurants.

Copart

Market Cap: US$37.1b

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.

Texas Pacific Land

Market Cap: US$36.6b

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

EMCOR Group

Market Cap: US$32.8b

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

Veeva Systems

Market Cap: US$29.8b

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

Everpure

Market Cap: US$21.6b

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

Fabrinet

Market Cap: US$20.8b

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

lululemon athletica

Market Cap: US$20.7b

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 Mainland, Hong Kong, Taiwan, Macau, and internationally.

Credo Technology Group Holding

Market Cap: US$20.6b

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.

Deckers Outdoor

Market Cap: US$16.3b

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

Toast

Market Cap: US$16.2b

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

F5

Market Cap: US$15.7b

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

On Holding

Market Cap: US$15.6b

Engages in the development and distribution of sports products worldwide.

Nextpower

Market Cap: US$15.4b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

Penumbra

Market Cap: US$13.4b

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

Mueller Industries

Market Cap: US$13.2b

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

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.

New York Times

Market Cap: US$13.0b

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

Globus Medical

Market Cap: US$12.7b

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

Texas Roadhouse

Market Cap: US$11.9b

Operates casual dining restaurants in the United States and internationally.

Luckin Coffee

Market Cap: US$11.0b

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

Rambus

Market Cap: US$10.7b

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

IES Holdings

Market Cap: US$10.0b

Designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States.

Full Truck Alliance

Market Cap: US$9.7b

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.

New Oriental Education & Technology Group

Market Cap: US$8.7b

New Oriental Education & Technology Group Inc.

Manhattan Associates

Market Cap: US$8.4b

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

Pegasystems

Market Cap: US$7.5b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

AppFolio

Market Cap: US$6.5b

Provides cloud-based platform for the real estate industry in the United States.

Powell Industries

Market Cap: US$6.5b

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

Argan

Market Cap: US$6.2b

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.