Cross-Cutting Themes
•2698 stocks
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5Y Price (Market Cap Weighted)
All Stocks (2698)
| Company | Market Cap | Price |
|---|---|---|
|
RLI
RLI Corp.
RLI directly underwrites homeowners insurance, a core personal property line highlighted by the article (e.g., Hawaii Homeowners growth).
|
$5.42B |
$59.04
+0.08%
|
|
VNT
Vontier Corporation
ANGI's focus on hydrogen as part of its multi-fuel offering aligns with Hydrogen Fuel & Infrastructure.
|
$5.41B |
$37.32
+2.33%
|
|
RAL
Ralliant Corp.
Offers power-grid monitoring solutions and grid modernization capabilities in Sensors & Safety Systems.
|
$5.35B |
$47.39
+4.52%
|
|
MCY
Mercury General Corporation
Homeowners Insurance is explicitly mentioned as a key product line and growth driver.
|
$5.33B |
$96.28
+1.89%
|
|
LMND
Lemonade, Inc.
LMND directly offers homeowners insurance as a core product via its US and European carriers.
|
$5.30B |
$70.93
+3.58%
|
|
MC
Moelis & Company
MC provides professional advisory services and strategic financial consulting as part of its offerings.
|
$5.29B |
$67.56
+0.77%
|
|
UNMA
Unum Group 6.250% JR NT58
Unum's core product is life insurance and related financial protection provided through employer-sponsored benefit programs.
|
$5.29B |
$23.43
+0.34%
|
|
CRC
California Resources Corporation
Carbon TerraVault (CTV) represents CRC's carbon capture and sequestration platform and related CO2 storage activities.
|
$5.25B |
$62.77
-6.13%
|
|
RSI
Rush Street Interactive, Inc.
Core business: RSI operates online sports betting and iGaming platforms (online casino and sports wagering) across North America and Latin America.
|
$5.25B |
$22.91
+1.04%
|
|
SRAD
Sportradar Group AG
Core business is providing sports betting & iGaming technology and content to operators and media.
|
$5.24B |
$17.43
-3.27%
|
|
BDC
Belden Inc.
The solutions transformation emphasizes IT/OT convergence and edge computing capabilities within its portfolio.
|
$5.15B |
$131.11
+3.75%
|
|
TEO
Telecom Argentina S.A.
Provision of cable/satellite Pay TV services via Flow.
|
$5.14B |
$11.91
-0.29%
|
|
HASI
HA Sustainable Infrastructure Capital, Inc.
HASI's diversified portfolio targets infrastructure and real assets, i.e., Infrastructure (Listed & Private Real Assets).
|
$5.14B |
$40.65
+1.45%
|
|
EXLS
ExlService Holdings, Inc.
EXLS is a data/AI‑led professional services and outsourcing provider delivering analytics, automation, and domain‑focused services.
|
$5.06B |
$31.85
+1.18%
|
|
MRCY
Mercury Systems, Inc.
The company markets mission-critical processing at the edge, aligning with edge computing deployment in defense systems.
|
$5.05B |
$84.08
-0.98%
|
|
ESGR
Enstar Group Limited
Enstar's core business is acquiring and managing legacy portfolios and transferring risk via reinsurance structures, i.e., reinsurance operations.
|
$5.03B |
$337.91
|
|
GHC
Graham Holdings Company
Kaplan Education Services as core education segment.
|
$5.03B |
$1155.14
+2.89%
|
|
NNI
Nelnet, Inc.
Core Education Technology segment and services.
|
$5.01B |
$139.52
+2.19%
|
|
SIGI
Selective Insurance Group, Inc.
Homeowners insurance is a core personal lines product in SIGI's portfolio.
|
$5.00B |
$82.69
+2.50%
|
|
BIPC
Brookfield Infrastructure Corporation
Global infrastructure assets across utilities, transport, midstream, and data—core real assets.
|
$5.00B |
$42.00
+0.84%
|
|
LAUR
Laureate Education, Inc.
Laureate Education's core business is degree-granting higher education services in Mexico and Peru.
|
$4.99B |
$33.85
+2.03%
|
|
LUNR
Intuitive Machines, Inc.
Company operates in space exploration infrastructure and commercialization beyond lunar landings.
|
$4.97B |
$27.57
+1.04%
|
|
CRK
Comstock Resources, Inc.
CRK is pursuing carbon capture and emissions reduction initiatives via a CCUS partnership with BKV Corporation, aligning gas with lower-carbon intensity.
|
$4.94B |
$16.86
-0.82%
|
|
SR
Spire Inc.
Deployment of advanced meters and related grid modernization fits Smart Grid Technology.
|
$4.93B |
$83.49
+0.36%
|
|
MNSO
MINISO Group Holding Limited
MINISO engages in brand licensing and co-branding partnerships to broaden its IP ecosystem.
|
$4.91B |
$16.00
-0.03%
|
|
LOPE
Grand Canyon Education, Inc.
LOPE's core offering is education services to universities, including program development, enrollment support, and back-office functions.
|
$4.89B |
$174.83
+1.69%
|
|
UUUU
Energy Fuels Inc.
Rare Earth Processing & Refining capability at the White Mesa Mill enabling NdPr and heavy REE separations.
|
$4.86B |
$20.49
-2.10%
|
|
VCTR
Victory Capital Holdings, Inc.
The company operates the VictoryShares ETF platform and offers actively managed ETFs as a core product line.
|
$4.80B |
$73.91
+2.58%
|
|
BFAM
Bright Horizons Family Solutions Inc.
BFAM directly delivers education services through EdAssist and related educational advisory offerings, forming its core service line.
|
$4.79B |
$84.78
+0.06%
|
|
BCO
The Brink's Company
Brink's provides security guarding and screening-related services as part of its security offerings.
|
$4.75B |
$114.42
+2.46%
|
|
OLED
Universal Display Corporation
High-margin advanced OLED materials and R&D pipeline position in advanced materials.
|
$4.73B |
$99.53
+0.20%
|
|
MAT
Mattel, Inc.
Mattel is expanding into digital video games through Mattel163 and self-published titles, aligning with the Video Games category.
|
$4.71B |
$15.19
+1.27%
|
|
RDNT
RadNet, Inc.
RadNet's Digital Health segment focuses on AI-driven radiology informatics and workflow solutions in digital health.
|
$4.66B |
$60.34
+0.41%
|
|
DOCS
Doximity, Inc.
Telemedicine and digital health capabilities (telehealth, virtual visits, patient education materials) are direct product offerings.
|
$4.65B |
$24.71
+1.92%
|
|
FFIN
First Financial Bankshares, Inc.
Wealth management and advisory capabilities imply Investment Advisory Services for clients.
|
$4.65B |
$32.49
+4.94%
|
|
DUOL
Duolingo, Inc.
Duolingo is an Education Technology platform delivering language-learning courses via a mobile app and web interface.
|
$4.65B |
$100.49
-2.86%
|
|
KBR
KBR, Inc.
KBR provides professional and advisory engineering services as a core offering.
|
$4.62B |
$36.41
-0.76%
|
|
SKY
Champion Homes, Inc.
Champion Homes' core investable theme is Modular/Prefab Construction as it builds homes in factory settings.
|
$4.54B |
$81.36
+7.95%
|
|
ITRI
Itron, Inc.
Itron's Grid Edge Intelligence platform enables advanced metering/grid endpoints and grid modernization, fitting the Smart Grid Technology investable theme.
|
$4.51B |
$98.44
+1.48%
|
|
NWE
Northwestern Energy Group Inc
Adoption of grid modernization and monitoring technologies aligns with Smart Grid Technology.
|
$4.45B |
$72.52
-1.06%
|
|
EBC
Eastern Bankshares, Inc.
Investment advisory services provided via the Cambridge Trust wealth management division.
|
$4.44B |
$21.05
+1.52%
|
|
SHAK
Shake Shack Inc.
Shake Shack generates licensing revenue from brand licensing arrangements beyond company-operated stores.
|
$4.43B |
$103.73
+3.99%
|
|
FHI
Federated Hermes, Inc.
Provides investment advisory services to funds and clients as a core revenue stream.
|
$4.40B |
$56.70
-0.44%
|
|
MARA
Marathon Digital Holdings, Inc.
Strategic focus on edge computing and sovereign edge AI infrastructure deployments.
|
$4.39B |
$11.59
+0.35%
|
|
ANF
Abercrombie & Fitch Co.
Abercrombie & Fitch engages in brand licensing (e.g., NFL Fashion Partner, licensing abercrombie kids to Nordstrom/Macy's).
|
$4.33B |
$94.33
+1.55%
|
|
LRN
Stride, Inc.
Stride provides an integrated education technology platform (LMS/SIS/content/analytics) for K-12 and career learning.
|
$4.32B |
$98.41
+1.54%
|
|
EPR
EPR Properties
The Education segment (early childhood education centers) is a disclosed asset category, mapped to Education Services.
|
$4.32B |
$56.65
+1.36%
|
|
PVH
PVH Corp.
PVH derives revenue from brand licensing of its Calvin Klein and TOMMY HILFIGER IP to third parties.
|
$4.31B |
$94.06
+5.13%
|
|
SAIC
Science Applications International Corporation
SAIC offers professional services including IT systems integration, consulting, and program management for the public sector.
|
$4.30B |
$95.39
+0.17%
|
|
LBRT
Liberty Energy Inc.
Sentinel logistics software enables real-time proppant transport optimization and reduced downtime, reflecting supply-chain software capabilities.
|
$4.26B |
$26.28
-6.01%
|
|
ENPH
Enphase Energy, Inc.
Smart Grid Technology: Grid automation, energy-storage integration, and advanced grid services.
|
$4.25B |
$32.47
+1.60%
|
|
ARIS
Aris Mining Corporation
ARIS is actively engaged in produced water treatment, recycling, and desalination-related applications.
|
$4.25B |
$20.98
+3.20%
|
|
LBTYK
Liberty Global plc
The NetCo strategy (e.g., Wyre in Belgium and planned UK NetCo) points to ownership and wholesale deployment of dark fiber and fiber infrastructure.
|
$4.23B |
$12.19
+0.04%
|
|
CVCO
Cavco Industries, Inc.
Homeowners insurance underwriting and related property/casualty insurance services.
|
$4.21B |
$538.98
+7.14%
|
|
OSCR
Oscar Health, Inc.
Telemedicine / digital health services (Virtual Urgent Care) delivered via the platform.
|
$4.18B |
$15.80
+1.12%
|
|
CNO
CNO Financial Group, Inc.
Core product line is life insurance, a primary revenue source for CNO.
|
$4.16B |
$43.65
+1.55%
|
|
UCB
United Community Banks, Inc.
Investment Advisory Services / Wealth management offerings for clients.
|
$4.15B |
$34.16
+2.20%
|
|
DNB
Dun & Bradstreet Holdings, Inc.
Professional services ecosystem around data analytics and advisory.
|
$4.08B |
$9.15
|
|
CSTM
Constellium SE
The emphasis on advanced aluminum alloys and innovative materials positions the company within Advanced Materials.
|
$4.08B |
$29.59
-0.25%
|
|
IRTC
iRhythm Technologies, Inc.
Wearable health monitoring devices / wearables used for patient vital-sign monitoring.
|
$4.04B |
$125.38
+2.26%
|
|
ELF
e.l.f. Beauty, Inc.
ELF directly manufactures and sells personal care products.
|
$3.98B |
$66.86
-3.45%
|
|
DTW
DTE Energy Company JR SUB DB 2017 E
DTE is deploying smart grid technology to modernize the grid and improve reliability.
|
$3.98B |
$22.48
+0.07%
|
|
ACHR
Archer Aviation Inc.
Archer operates a pilot training academy (FAA Part 141), representing Education Services in aviation.
|
$3.98B |
$6.11
+0.41%
|
|
BBWI
Bath & Body Works, Inc.
Bath & Body Works directly manufactures and sells personal care products, including body care and related items.
|
$3.97B |
$19.41
+7.59%
|
|
FULT
Fulton Financial Corporation
Investment advisory services: Wealth management activities often include investment advisory services.
|
$3.97B |
$21.98
+2.54%
|
Showing page 9 of 27 (2698 total stocks)
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