• Intuitive Surgical Inc. (ISRG)
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• Booking Holdings Inc. (BKNG)
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• AeroVironment Inc. (AVAV)
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• Crocs Inc. (CROX)
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• AAON Inc. (AAON)
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• CECO Environmental Corp. (CECO)
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• Eagle Materials Inc (EXP)
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• Aspen Aerogels Inc. (ASPN)
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• Comfort Systems USA Inc. (FIX)
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• SPS Commerce Inc. (SPSC)
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• Tetra Tech Inc. (TTEK)
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• Interactive Brokers Group Inc. (IBKR)
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• Cellebrite DI Ltd. (CLBT)
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• TransMedics Group Inc. (TMDX)
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• AppFolio Inc. (APPF)
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Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Upvote 24

Read Answer Asked by Nick on September 30, 2024

• AeroVironment Inc. (AVAV)
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• Crocs Inc. (CROX)
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• Aspen Aerogels Inc. (ASPN)
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• Cellebrite DI Ltd. (CLBT)
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• TransMedics Group Inc. (TMDX)
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Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.

Upvote 12

Read Answer Asked by Neeraj on September 30, 2024

• AeroVironment Inc. (AVAV)
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• Crocs Inc. (CROX)
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• Aspen Aerogels Inc. (ASPN)
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• Cellebrite DI Ltd. (CLBT)
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• TransMedics Group Inc. (TMDX)
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Q: If you were to add just one of these, which would it be please?

ASPN, CROX, TMDX, AVAV, CLBT

Upvote 6

Read Answer Asked by Gregory on September 23, 2024