Mid-cap

SolarEdge builds the electronics behind solar and home energy systems, combining inverters, optimizers, storage, and software. The recent case is defined by early recovery signs, a broad installed base, and a strategy aimed at becoming a fuller energy platform.

SentinelOne provides AI-driven cybersecurity software that protects endpoints, cloud workloads, identities, and data. Revenue growth remains above many software peers, free cash flow has turned positive, and its broadening platform gives the company a larger role in enterprise security.

Sunrun builds residential solar and home battery systems with a model centered on long-term customer relationships. The appeal lies in its scale, strong rebound in growth, and expanding role in home energy and grid services.