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Booking Holdings Inc. (BKNG $5,454.29)
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United Rentals Inc. (URI $908.88)
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Axon Enterprise Inc. (AXON $754.24)
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Powell Industries Inc. (POWL $254.64)
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Vertiv Holdings LLC Class A (VRT $133.07)
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Mitek Systems Inc. (MITK $10.03)
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Nextracker Inc. (NXT $60.58)
Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?