Mid-cap

Power Integrations makes chips that convert electricity efficiently in chargers, appliances, industrial systems, solar equipment, and EV-related applications. Its niche technology and strong balance sheet stand out, while newer GaN and high-power products could shape the next phase of growth.

ePlus helps organizations design, buy, finance, and manage complex IT systems. Its appeal rests on durable demand in cybersecurity, cloud, and infrastructure, paired with a very strong balance sheet and renewed profit momentum.

Paylocity provides cloud payroll and HR software for U.S. businesses, with rising cash flow, strong margins, and low leverage. Its platform breadth and cross-sell potential make it a notable name to examine as growth shifts from rapid expansion to steadier execution.

Payoneer runs a global platform that helps businesses, sellers, and freelancers get paid across borders. Profitability and cash flow have improved sharply, and low debt adds resilience, making its progress in global commerce worth a closer look.