Intapp Inc. (INTA) - 5i Research

Intapp Inc. (INTA $38.33)
- $38.33 Cap: $3.25B
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CECO Environmental Corp. (CECO $47.95)
- $47.95 P/E (TTM): 33.68X Cap: $1.71B
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Genius Sports Limited (GENI $11.20)
- $11.20 Cap: $2.68B
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Intapp Inc. (INTA $38.33)
- $38.33 Cap: $3.25B
- View INTA Profile
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Sportradar Group AG (SRAD $25.49)
- $25.49 Cap: $7.63B
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IREN Limited (IREN $58.22)
- $58.22 Cap: $15.83B
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Limbach Holdings Inc. (LMB $95.98)
- $95.98 P/E (TTM): 33.55X Cap: $1.16B
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Q: Can you provide a few small to mid cap US stocks that you have high conviction for?

Read Answer Asked by sean on September 02, 2025

NVIDIA Corporation (NVDA $202.89)
- $202.89 P/E (TTM): 58.99X Cap: $4.93T
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Seagate Technology Holdings PLC (STX $268.34)
- $268.34 P/E (TTM): 33.09X Cap: $56.49B
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Salesforce Inc. (CRM $256.65)
- $256.65 P/E (TTM): 36.96X Cap: $239.38B
- View CRM Profile
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Celestica Inc. (CLS $475.87)
- $475.87 P/E (TTM): 72.16X Cap: $54.74B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
- $242.95 P/E (TTM): 100.1X Cap: $315.68B
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- View Reports on SHOP
Coherent Corp. (COHR $132.71)
- $132.71 Cap: $20.67B
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CrowdStrike Holdings Inc. (CRWD $538.68)
- $538.68 Cap: $135.18B
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VanEck Vectors Semiconductor ETF (SMH $363.73)
- $363.73 P/E (TTM): 34.16X Cap: $36.11B
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Vertiv Holdings LLC Class A (VRT $193.76)
- $193.76 P/E (TTM): 95.34X Cap: $73.98B
- View VRT Profile
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Intapp Inc. (INTA $38.33)
- $38.33 Cap: $3.25B
- View INTA Profile
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Credo Technology Group Holding Ltd (CRDO $166.62)
- $166.62 P/E (TTM): 235.04X Cap: $28.82B
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Nebius Group N.V. (NBIS $124.18)
- $124.18 Cap: $29.56B
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Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?

Read Answer Asked by sam on March 25, 2025

Thomson Reuters Corp (TRI $154.49)
- $154.49 P/E (TTM): 42.14X Cap: $69.87B
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Intapp Inc. (INTA $38.33)
- $38.33 Cap: $3.25B
- View INTA Profile
- View Questions on INTA

Q: Would appreciate your assessment of TRI and INTA. These 2 stocks in the professional services sub-sector appear to be accelerating due to AI. Correct me if I am wrong but do you see increasing TAM attributable to improved service to clients and and reduced costs. Would you have high conviction or less so with this idea? How would you rate these or others in the professional services sub-sector.
More generally, are there other industrial sub-sectors where AI is improving client services and reducing costs. Any other names to suggest.

Read Answer Asked by sam on January 14, 2025