Large-cap

Rubrik provides software that helps organizations protect, monitor, and recover data across cloud and on-premise systems. Rapid recurring revenue growth, rising free cash flow, and strong positioning in cyber recovery make it a company worth deeper examination.

Everpure builds high-performance computing hardware for data centers and AI workloads. Revenue growth has re-accelerated, cash generation has improved, and leverage has dropped sharply, making its operational progress notable even as the valuation remains demanding.

Okta provides the digital identity layer that lets organizations securely connect employees, partners, and customers to apps and data. The notable shift is its move from rapid growth with losses to a business now generating strong cash flow and positive margins.

Nutanix provides software that helps enterprises run private and hybrid cloud infrastructure more simply. Recurring revenue now dominates the business, cash flow has climbed sharply, and the company is gaining credibility as a broader platform, not just a niche infrastructure vendor.

Marvell designs the chips that help data centers move and process massive amounts of information. Its rising exposure to AI infrastructure, stronger profitability, and expanding cash generation make it a particularly interesting semiconductor company to examine in depth.