Watch List – Updated February 7, 2026
The Watch List highlights industries and stocks we’re tracking closely. These aren’t formal portfolio holdings,
but they represent areas of innovation with moonshot potential.
⚡ Energy Storage / Clean Power & Power Semiconductors
- STEM – Stem, Inc.
- FLNC – Fluence Energy
- EOSE – Eos Energy Enterprises
- ENPH – Enphase Energy
- SEDG – SolarEdge Technologies
- WATT – Energous Corporation
- NXXT – NextNRG Inc.
- SMR – NuScale Power
- NVTS – Navitas Semiconductor
🧮 Quantum Computing
- IONQ – IonQ
- QBTS – D-Wave Quantum
- QUBT – Quantum Computing, Inc.
- RGTI – Rigetti Computing
- CCCX – CCCX Technologies
🔐 Quantum Security
- ARQQ – Arqit Quantum
- LAES – SEALSQ Corp
- BTQ – BTQ Technologies
- QNCCF – Quantum eMotion
- SCPCF – Scope Technologies
🛰️ Space & Defense Infrastructure
- RDW – Redwire Corporation
- BSKY – BlackSky Technology
- PL – Planet Labs PBC
- VOYG – Voyager Space Holdings
- LUNR – Intuitive Machines
- SPIR – Spire Global
🔬 Photonics / Semiconductors
- LWLG – Lightwave Logic
- ALMU – Aeluma
- LITE – Lumentum
- AMPG – AmpliTech Group
- FEIM – Frequency Electronics
- SKYT – SkyWater Technology
- ASYS – Amtech Systems
- AXTI – AXT Inc.
- PXLW – Pixelworks Inc.
- AAOI – Applied Optoelectronics
- AEHR – Aehr Test Systems
- VUZI – Vuzix
- AIP – Arteris IP
- AMKR – Amkor Technology
- IMMR – Immersion Corp.
- MOBX – Mobix Labs
- SILC – Silicom Ltd.
- HIMX – Himax Technologies
- RFIL – RF Industries
🤖 AI / Cloud Infrastructure & Enterprise Software
- ESTC – Elastic NV
- IOT – Samsara
- DVLT – Datavault AI
- RXRX – Recursion Pharmaceuticals
- AMBA – Ambarella
- QUIK – QuickLogic
- LTRX – Lantronix
- BZAI – Blaize Holdings
- MASS – Massimo Group
- VERI – Veritone
- GRRR – Gorilla Technology
- EXTR – Extreme Networks
- RDCM – Radcom Ltd.
- PDYN – Palladyne AI Corp
- SOUN – SoundHound AI
- ZPTA – Zeta Global
- UIS – Unisys Corp.
- FSLY – Fastly
- NTCT – NetScout Systems
- MITK – Mitek Systems
- OTEX – OpenText
- RBBN – Ribbon Communications
💾 Memory & Edge Compute
- MRAM – Everspin Technologies
- GSIT – GSI Technology
- OSS – One Stop Systems
- QMCO – Quantum Corporation
- PENG – Penguin Solutions
- TSSI – TSS, Inc.
- BLZE – Backblaze
- DTST – Data Storage Corp.
📡 Public Safety & Security AI
- SSTI – SoundThinking
- EVLV – Evolv Technologies
- NTSK – Nanotech Security
- WYFI – WhiteFiber
- VWAV – VisionWave Holdings
- CTM – Castellum, Inc.
- DUOT – Duos Technologies
- CGNT – Cognyte Software
- CLBT – Cellebrite DI
🔐 Cybersecurity / Identity
- RPD – Rapid7
- YOU – Clear Secure
🤖⚙️ Robotics / Autonomy / Additive Manufacturing
- OUST – Ouster
- IRBT – iRobot
- TER – Teradyne
- VELO – Velo3D
- INVZ – Innoviz Technologies
- AEVA – Aeva Technologies
- CYN – Cyngn
- SERV – Serve Robotics
- AIRO – AIRO Group
- NNDM – Nano Dimension
- MTLS – Materialise
- FANUY – FANUC Corp.
- UMAC – UMAC
✈️ Aerospace & Air Mobility
- FLY – Fly Exclusive
- EVEX – Eve Holding Inc.
- AIRO – AIRO Group
- BACQ – Merlin Labs
- ISSC – Innovative Solutions & Support
- ASTN – Astronics Corp.
🛸 Drones
- DRSHF – DroneShield
- RCAT – Red Cat Holdings
- ZENA – ZenaTech / Zenadrone
- DPRO – Draganfly
- ONDS – Ondas Holdings
🌋 Moonshot Materials
- CRML – Critical Metals Corp.
🎮 Game Stocks
- TTWO – Take-Two Interactive
- RBLX – Roblox
- CRSR – Corsair Gaming
- SONY – Sony Group
💰 Crypto
- BMNR – BitMineria
- CRCL – Circle Internet Group
- HUT – Hut 8 Mining
- MARA – Marathon Digital Holdings
- BKKT – Bakkt Holdings
- IREN – Iris Energy
- RIOT – Riot Platforms
- SBET – SharpLink Gaming