Mid-cap

DocuSign has evolved from a pure e-signature name into a broader agreement software platform. Strong recurring revenue, rising cash flow, better margins, and a cleaner balance sheet make its next phase increasingly about execution in AI-powered agreement management.

Clearwater Analytics provides cloud software that helps large institutions manage investment accounting, reporting, and related workflows. Fast revenue growth, sticky clients, and stronger cash generation make it a business worth examining closely.

Core Scientific runs power-intensive data centers that support Bitcoin mining and increasingly AI-related computing. Its facilities and energy access have become more strategically valuable, but the long-term case depends on turning that footprint into steadier, more profitable revenue.