If you’re looking to build a long-term tech stock portfolio that goes beyond the usual suspects, the “Sweet Sixteen” could be your next big move. These are 16 underrated or overlooked companies across various tech sectors—cloud, semiconductors, AI, data security, and even restaurant tech—that are flying under the radar but packed with breakout potential.
Let’s break down the full portfolio and why each stock deserves a closer look in 2025.
Why These 16 Stocks?
While mega-cap tech names like Apple, Microsoft, and Nvidia dominate headlines, the Sweet Sixteen represents the next wave of innovation—companies with niche dominance, explosive revenue models, or tech-critical IP. Most are mid-cap or smaller, offering more room for growth and volatility for savvy investors to capitalize on.
📈 The 2025 Sweet Sixteen Tech Portfolio
1. Power Solutions International (PSIX)
A leader in alternative fuel engines, PSIX has quietly rallied over 14% recently and trades at a deep discount compared to EV giants. If hydrogen and propane gain traction in industrial fleets, PSIX could be a surprise energy tech winner.
2. Unity Software Inc. (U)
Gaming may be cyclical, but Unity’s real-time 3D engine powers apps beyond games—in healthcare, automotive, and VR. Trading near its lows, Unity offers speculative upside if metaverse or spatial computing picks up steam again.
3. Rubrik Inc. (RBRK)
One of the hottest IPOs of the year, Rubrik offers cloud-native data protection and cyber resilience. It’s growing fast and ties directly into AI and ransomware security needs for enterprise cloud infrastructure.
4. Credo Technology Group (CRDO)
CRDO designs high-speed connectivity chips crucial for next-gen AI data centers and hyperscale cloud infrastructure. It’s underfollowed but aligned with the hardware backbones of the AI revolution.
5. Uber Technologies Inc. (UBER)
No longer just a ride-hailing app—Uber is becoming a global logistics platform. With strong free cash flow, it’s a rare case of a gig-economy business hitting profitability and scalability at once.
6. The Trade Desk Inc. (TTD)
Digital ad tech often gets overlooked in the AI hype, but TTD’s platform continues to gain market share. With growing demand for alternative ad networks (especially after privacy changes), TTD is in a strong position.
7. Cloudflare Inc. (NET)
Cloudflare powers the internet’s performance and security. As more websites, apps, and services rely on low-latency, secure connections, NET could become a core digital infrastructure stock.
8. Rambus Inc. (RMBS)
Specializing in semiconductors and IP licensing, Rambus is crucial to memory technology improvements in AI and gaming systems. With low debt and strong margins, RMBS could quietly outperform.
9. Lemonade Inc. (LMND)
AI meets insurance in Lemonade’s business model. Though heavily shorted and volatile, LMND is one of the few players fully reimagining insurance with machine learning and digital-first customer service.
10. Xometry Inc. (XMTR)
This digital marketplace for custom manufacturing could benefit from reshoring and supply chain decentralization. If industry adopts Xometry like companies adopted Upwork, its growth could be exponential.
11. SanDisk Corp. (SNDK)
Still a solid play in the flash memory market, SanDisk’s importance in SSDs, mobile devices, and storage infrastructure gives it relevance even in a saturated space.
12. Nebius Group N.V. (NBIS)
A European cloud computing player, Nebius is lesser-known but fast-growing. As regulatory concerns drive regional diversification away from US cloud giants, NBIS could become a key EU alternative.
13. Pinterest Inc. (PINS)
Often dismissed as just a “social media” platform, Pinterest is morphing into a visual discovery and e-commerce engine. With monetization steadily improving, PINS offers undervalued growth potential.
14. Byrna Technologies Inc. (BYRN)
BYRN makes non-lethal self-defense products—an under-the-radar segment with rising consumer interest. If personal safety trends continue, Byrna could carve out a niche like TASER once did for Axon.
15. GitLab Inc. (GTLB)
A DevOps platform rivaling GitHub, GitLab offers an open-core model and strong enterprise traction. With AI-integrated coding features on the rise, GTLB is a strong backend infrastructure play.
16. Toast Inc. (TOST)
A software platform for restaurants, Toast is transforming small businesses with cloud-based POS and payment tools. As restaurants digitize post-COVID, TOST has enormous TAM and recurring revenue appeal.
🔮 Final Thoughts: Don’t Sleep on the Mid-Cap Boom
These stocks aren’t the usual FAANG suspects—but that’s the point. The Sweet Sixteen includes growth stories you don’t hear about every day, but with strong fundamentals or unique positioning that make them moonshot candidates for the long term.
Pro Tip:
Want to stay updated with this portfolio? Set up a watchlist or tracker sheet to monitor price movements and earnings reports quarterly.
Be the first to comment