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5N Plus Inc. (VNP $19.21)
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Kraken Robotics Inc. (PNG $6.53)
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Tantalus Systems Holding Inc. (GRID $4.12)
In order:
PNG; larger market cap getting more investors, excellent momentum, benefiting from the defense sector spending surge, possibility of more large contracts $5.75
We recently added GRID to the growth model portfolio, and we feel that, as it operates in a critical industry and its earnings have shown nice expansion, it offers good potential at the right time $3.25.
VNP has strong tailwinds from the renewable energy, space (solar cells for satellites), and pharma industries. It has demonstrated improving margins, and growing strategic importance as it helps reduce US and EU reliance on China for critical minerals. Its partnerships in US solar expansion and role as a domestic-friendly supplier for satellite components further position it as a key player in high-growth, geopolitically significant industries $17.25.