Small-cap

Clarivate sells specialized research, patent, and life sciences intelligence tools used in everyday professional workflows. Its recognized assets and strong cash generation stand out, while the key question is whether operational cleanup can turn durable franchises into steadier growth.

Alkami provides digital banking software for banks and credit unions, with recurring subscription revenue, strong multi-year growth, and improving cash generation. The key question is whether that scale can now translate into stronger margins and a sturdier balance sheet.

VTech makes educational toys, telecom devices, and electronics for third parties. The long-term appeal comes from strong cash generation, low leverage, and durable brands, while the central question is whether stable operations can offset a modest growth profile.