If you’re looking to build a forward-thinking tech portfolio in 2025 without overpaying for mega-cap giants, these 16 under-the-radar stocks—dubbed the “Sweet Sixteen”—deserve your full attention. They’re hidden gems across AI, cloud, fintech, and advanced hardware that could deliver significant long-term upside.
Updated as of June 18, 2025, this list reflects both new growth trends and recent market performance, with SharkNinja (SN) stepping in to replace SanDisk.
What Makes This List Special?
- Innovation-focused: All 16 operate in future-critical sectors.
- Mid-cap sweet spot: Less attention = more asymmetrical upside.
- Recent momentum: Several picks are breaking out or rebounding.
Let’s dive into what makes each company a potential moonshot.
📈 Sweet Sixteen Tech Portfolio — Updated Lineup
1. Power Solutions International (PSIX)
A niche industrial engine company making big strides in the clean energy space. PSIX has shown double-digit growth in alternative fuel system demand, especially for propane and natural gas fleets.
2. Unity Software Inc. (U)
Beyond gaming, Unity powers digital twins, simulations, and virtual production. At $23.91, the stock may be bottoming out, offering strong upside as spatial computing gains traction.
3. Rubrik Inc. (RBRK)
A fast-moving cybersecurity IPO, Rubrik helps enterprises secure cloud data against ransomware and AI-generated threats. With momentum and scale, it’s a rising SaaS heavyweight.
4. Credo Technology Group (CRDO)
Credo’s connectivity chips are key to building AI infrastructure—think Nvidia’s data center partners. Recently trading at multi-month highs, CRDO continues to ride the AI hardware wave.
5. Uber Technologies Inc. (UBER)
Now a logistics powerhouse beyond ride-hailing, Uber is showing strong free cash flow. It’s quietly becoming a “mobility-as-a-service” ecosystem.
6. The Trade Desk Inc. (TTD)
The leader in independent digital advertising software. With consumer data privacy becoming tighter, TTD’s cookieless, AI-enhanced targeting platform is gaining ground.
7. Cloudflare Inc. (NET)
NET delivers internet performance, DDoS protection, and now AI inference at the edge. It’s a modern internet utility stock with massive scale and stickiness.
8. Rambus Inc. (RMBS)
IP-rich and cash-generative, Rambus is embedded in next-gen memory and computing tech. Their IP is critical to AI servers, security, and data movement.
9. Circle Internet Financial (CRCL)
The firm behind USDC stablecoin, Circle is a leader in regulated crypto infrastructure. A recent surge in institutional interest and stablecoin policy clarity could make CRCL a breakout fintech name.
10. Xometry Inc. (XMTR)
On-demand manufacturing is still in early innings. XMTR offers a digital marketplace connecting engineers with small-batch suppliers—resonating with reshoring and custom production trends.
11. SharkNinja Inc. (SN) (New Addition)
Replacing SanDisk, SharkNinja brings high-margin home appliance innovation. Their AI-powered kitchen and cleaning tech has taken U.S. households by storm, giving the portfolio a consumer hardware edge.
12. Nebius Group N.V. (NBIS)
A European cloud alternative growing under the radar. Regulatory pushback against U.S. hyperscalers has opened the door for NBIS to expand in cross-border enterprise cloud.
13. Pinterest Inc. (PINS)
Often misunderstood, Pinterest is less social media and more visual search. With improved ad monetization and growing commerce tools, it’s quietly executing.
14. Byrna Technologies Inc. (BYRN)
BYRN focuses on non-lethal defense products—a growing niche. With civilian safety demand up and regulatory barriers low, Byrna may capture a TAM others ignore.
15. GitLab Inc. (GTLB)
As enterprises demand faster software delivery cycles, GitLab is becoming the go-to DevSecOps platform. Its AI-driven features are winning developers and driving enterprise adoption.
16. Toast Inc. (TOST)
Toast dominates restaurant SaaS with integrated payments, POS, and loyalty tools. With restaurant digitization accelerating, TOST’s recurring revenue model is strong.
🔍 Portfolio Highlights
- Recent Winners: CRCL, CRDO, SN
- Sector Spread: Cloud (NET, NBIS), Fintech (CRCL), Manufacturing (XMTR), Consumer Tech (SN), AI Infrastructure (RMBS, CRDO)
- Diversification Edge: Balanced across B2B, consumer, and industrial
Final Take
This Sweet Sixteen portfolio is built on innovation, asymmetry, and early-mover conviction. Whether you’re a retail investor or a sector specialist, these names combine long-term potential with timely entry points.
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