Technology

VeriSign runs the core registry behind .com and .net, giving it a rare place in internet infrastructure. Recurring domain fees, unusually high margins, and strong cash generation make it a distinctive company to examine for long-term business durability.

Vicor makes compact, high-efficiency power modules used in AI servers, data centers, and other demanding electronics. Its balance sheet is exceptionally clean, margins have rebounded strongly, and improving cash generation highlights the leverage in its niche technology model.

Viavi Solutions provides the tools and optical technologies behind modern network testing, assurance, and secure communications. Revenue growth has rebounded sharply, giving the company renewed relevance in fiber, cloud, and defense-linked markets.

Unity builds the software behind many games and interactive 3D experiences, then helps developers run and monetize them. The company’s appeal rests on a widely used platform, improving cash generation, and exposure to digital creation beyond gaming.

Tyler Technologies provides essential software to local governments, courts, schools, and public agencies. Its appeal comes from sticky customer relationships, rising recurring revenue, stronger margins, and rapidly growing cash flow in a durable modernization market.

TTM Technologies makes advanced circuit boards and engineered electronics for defense, data center, networking, medical, and industrial markets. Its recent rebound has been powered by faster sales growth, improving margins, and stronger exposure to strategic U.S. electronics demand.