Mid-cap

Sunrun builds rooftop solar and battery systems for homeowners, with a model centered on long-term customer agreements. Its scale, recurring revenue base, and role in home energy networks make it a closely watched player in a market with meaningful long-term expansion potential.

Rigetti builds quantum computers, cloud access, and software around its own superconducting technology. The company stands out for having real hardware and research credibility in a strategic field, with recent growth and technical progress keeping attention on its long-term potential.

Remitly runs a digital platform for international money transfers, serving a large global need with a mobile-first model. Revenue growth remains solid, profitability has improved sharply, and free cash flow has turned meaningfully positive.

LiveRamp provides the infrastructure that helps brands, publishers, and retailers connect and use customer data in a privacy-aware way. The notable shift is stronger profitability and cash flow, which has made the business look far sturdier than in prior years.

D-Wave Quantum develops commercial quantum computing systems, cloud access, and related services focused on practical optimization use cases. Its appeal rests on early market presence, real customer deployments, and exposure to a technology field with potentially large long-term importance.

Ralliant sells industrial testing, sensing, and monitoring tools used in reliability and maintenance workflows. Revenue is still growing and cash flow remains positive, while the main debate centers on whether recent earnings damage is temporary and margins can recover.