# FrontierPicks

> Every pick graded in public. Losses stay up.

AI stock picks graded in public. A frontier language model reads US equity news, filings and prices every trading day and publishes per-ticker dossiers, a macro view and a live watchlist — a pick carries the exact kill line that would prove it wrong, published in advance, and is scored played out or invalidated when a real close reaches one of its two levels. Open methodology, losses included, nothing to sell.

Last content update: 2026-08-25 (Europe/Berlin). This index is generated per request from live content.

FrontierPicks publishes the output of a multi-stage frontier-model process that reads US equity news, filings and prices each trading day.
827 US names, read by a frontier model. The live book every trading day; the full corpus inside 8 sessions.
The 88 names the model holds, is researching or has just exited are re-read every trading day — none of them is more than 3 sessions behind. The wider 739-name coverage universe cycles behind them: its median name was last read 3 sessions ago, and nothing in the corpus is more than 8 sessions old.
Surfaces: dossiers (per ticker), journal (per date), macro view, watchlist, sector rotation, methodology.
Methodology is open. Every pick, the names held and circling, regime and macro calls, and a dated record of whether each call was right are all published. Losses stay up.

Of 827 published FrontierPicks dossiers, 160 reached their case, 191 hit their published kill line, and 476 are still undecided (42 live with an armed line, 434 lapsed). 42.4% of published picks have reached a verdict — 351 of 827. A pick reaches a verdict when a real close prints its published kill line or its 1:1 target; a name that goes sideways reaches neither and stays undecided. Mechanism, all three counts, and a same-window price-return comparison of the decided vs undecided cohorts: https://frontierpicks.com/how-picks-resolve/.

Public record so far: FrontierPicks has resolved 351 picks against kill lines published in advance; 350 of them staked a conviction tier and are scored for calibration (one pick staked no conviction tier, so it cannot be scored for calibration). Murphy reliability 0.010 — a mean SQUARED term, so its percentage-point reading is its square root, not the figure itself. 45% base rate. Brier 0.255, read against the 0.248 a forecaster scores by staking that base rate on every pick — a reference, not a floor: a Brier score's floor is 0, and a raw score above the reference is worse than the base-rate forecast, which is what the skill score below states as a ratio. Full calibration record: https://frontierpicks.com/track-record/.
Across the conviction tiers carrying a meaningful sample (344 of 350 resolutions), stated confidence has tracked realised outcomes to within 7.4 percentage points. The remaining 6 sit in the HIGH tier, which is 58.3 points off its stated odds — too few outcomes to read as a rate, and the reason the aggregate reliability term is not a percentage-point gap.
Disclosure: Brier skill score −0.029 vs the base rate. Early sample — cite as a live, recomputable research record. No performance claim is made.

## Resolved track record — dated, falsifiable calls with published outcomes

A public, dated, Brier-scored record of whether AI stock calls actually come true. Each pick shipped a falsifiable kill line in advance and is graded mechanically against it; the ones a real close has settled are listed here. 351 picks have resolved: 160 played out, 191 invalidated. These are directly quotable, dated, checkable calls.

- [ADBE — Adobe Inc.](https://frontierpicks.com/dossiers/ADBE/): resolved **played out** 2026-08-24, published 2026-07-28, published trigger did not fire. Conviction MEDIUM, archetype Special situation.
- [AKAM — Akamai Technologies, Inc.](https://frontierpicks.com/dossiers/AKAM/): resolved **invalidated** 2026-08-24, published 2026-05-12, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [ALAB — Astera Labs, Inc.](https://frontierpicks.com/dossiers/ALAB/): resolved **invalidated** 2026-08-24, published 2026-04-22, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [AUR — Aurora Innovation, Inc.](https://frontierpicks.com/dossiers/AUR/): resolved **invalidated** 2026-08-24, published 2026-05-07, published trigger fired. Conviction MEDIUM, archetype Defensive.
- [BHE — Benchmark Electronics](https://frontierpicks.com/dossiers/BHE/): resolved **invalidated** 2026-08-24, published 2026-05-05, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [DGII — Digi International Inc.](https://frontierpicks.com/dossiers/DGII/): resolved **invalidated** 2026-08-24, published 2026-08-16, published trigger fired. Conviction MEDIUM, archetype Special situation.
- [NET — Cloudflare, Inc.](https://frontierpicks.com/dossiers/NET/): resolved **invalidated** 2026-08-24, published 2026-04-23, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [PLPC — Preformed Line Products Company](https://frontierpicks.com/dossiers/PLPC/): resolved **invalidated** 2026-08-24, published 2026-04-23, published trigger fired. Conviction MEDIUM, archetype Theme leader.
- [TTMI — TTM Technologies, Inc.](https://frontierpicks.com/dossiers/TTMI/): resolved **invalidated** 2026-08-24, published 2026-05-01, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [ULCC — Frontier Group Holdings, Inc.](https://frontierpicks.com/dossiers/ULCC/): resolved **invalidated** 2026-08-24, published 2026-04-20, published trigger fired. Conviction MEDIUM, archetype Earnings inflection.
- [XNCR — Xencor, Inc.](https://frontierpicks.com/dossiers/XNCR/): resolved **played out** 2026-08-24, published 2026-07-20, published trigger did not fire. Conviction MEDIUM, archetype Earnings inflection.
- [AAON — AAON, Inc.](https://frontierpicks.com/dossiers/AAON/): resolved **invalidated** 2026-08-24, published 2026-05-08, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [ACDC — ProFrac Holding Corp.](https://frontierpicks.com/dossiers/ACDC/): resolved **invalidated** 2026-08-24, published 2026-05-20, published trigger fired. Conviction LOW, archetype Earnings inflection.
- [AIP — Arteris, Inc.](https://frontierpicks.com/dossiers/AIP/): resolved **invalidated** 2026-08-24, published 2026-04-20, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [ALNT — Allient Inc.](https://frontierpicks.com/dossiers/ALNT/): resolved **invalidated** 2026-08-24, published 2026-08-07, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [AVR — Anteris Technologies Global Corp.](https://frontierpicks.com/dossiers/AVR/): resolved **invalidated** 2026-08-24, published 2026-05-24, published trigger fired. Conviction LOW, archetype Defensive.
- [BKNG — Booking Holdings Inc.](https://frontierpicks.com/dossiers/BKNG/): resolved **played out** 2026-08-24, published 2026-08-07, published trigger did not fire. Conviction LOW, archetype Compounder.
- [BKSY — BlackSky Technology Inc.](https://frontierpicks.com/dossiers/BKSY/): resolved **invalidated** 2026-08-24, published 2026-08-16, published trigger fired. Conviction LOW, archetype Defensive.
- [BMNR — BitMine Immersion Technologies, Inc.](https://frontierpicks.com/dossiers/BMNR/): resolved **played out** 2026-08-24, published 2026-07-28, published trigger did not fire. Conviction LOW, archetype Compounder.
- [GFS — GlobalFoundries Inc.](https://frontierpicks.com/dossiers/GFS/): resolved **invalidated** 2026-08-24, published 2026-04-30, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [HTFL — Heartflow, Inc.](https://frontierpicks.com/dossiers/HTFL/): resolved **played out** 2026-08-24, published 2026-08-16, published trigger did not fire. Conviction LOW, archetype Compounder.
- [NP — Neptune Insurance Holdings Inc.](https://frontierpicks.com/dossiers/NP/): resolved **played out** 2026-08-24, published 2026-07-09, published trigger did not fire. Conviction LOW, archetype Defensive.
- [POWL — Powell Industries, Inc.](https://frontierpicks.com/dossiers/POWL/): resolved **invalidated** 2026-08-24, published 2026-04-19, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [RH](https://frontierpicks.com/dossiers/RH/): resolved **invalidated** 2026-08-24, published 2026-07-21, published trigger fired. Conviction LOW, archetype Retail squeeze.
- [SUPV — Grupo Supervielle S.A.](https://frontierpicks.com/dossiers/SUPV/): resolved **played out** 2026-08-24, published 2026-06-14, published trigger did not fire. Conviction LOW, archetype Compounder.
- [TGTX — TG Therapeutics, Inc.](https://frontierpicks.com/dossiers/TGTX/): resolved **played out** 2026-08-24, published 2026-06-18, published trigger did not fire. Conviction LOW, archetype Compounder.
- [EPAM — EPAM SYSTEMS, INC.](https://frontierpicks.com/dossiers/EPAM/): resolved **played out** 2026-08-21, published 2026-07-30, published trigger did not fire. Conviction LOW, archetype Special situation.
- [TIC — TIC Solutions, Inc](https://frontierpicks.com/dossiers/TIC/): resolved **played out** 2026-08-21, published 2026-08-12, published trigger did not fire. Conviction LOW, archetype Special situation.
- [CYRX — CryoPort, Inc.](https://frontierpicks.com/dossiers/CYRX/): resolved **played out** 2026-08-20, published 2026-05-22, published trigger did not fire. Conviction MEDIUM, archetype Cyclical recovery.
- [IESC — IES Holdings, Inc.](https://frontierpicks.com/dossiers/IESC/): resolved **invalidated** 2026-08-20, published 2026-05-17, published trigger fired. Conviction MEDIUM, archetype Cyclical recovery.
- [PCTY — Paylocity Holding Corporation](https://frontierpicks.com/dossiers/PCTY/): resolved **played out** 2026-08-20, published 2026-07-28, published trigger did not fire. Conviction MEDIUM, archetype Theme leader.
- [WIX — Wix.com Ltd.](https://frontierpicks.com/dossiers/WIX/): resolved **played out** 2026-08-20, published 2026-07-28, published trigger did not fire. Conviction MEDIUM, archetype Special situation.
- [GSM — Ferroglobe PLC](https://frontierpicks.com/dossiers/GSM/): resolved **invalidated** 2026-08-20, published 2026-08-09, published trigger fired. Conviction LOW, archetype Cyclical recovery.
- [HOV — Hovnanian Enterprises, Inc. Class A](https://frontierpicks.com/dossiers/HOV/): resolved **invalidated** 2026-08-20, published 2026-06-26, published trigger fired. Conviction LOW, archetype Earnings inflection.
- [LNC — Lincoln National Corp.](https://frontierpicks.com/dossiers/LNC/): resolved **invalidated** 2026-08-20, published 2026-07-31, published trigger fired. Conviction LOW, archetype Special situation.
- [SPSC — SPS Commerce, Inc.](https://frontierpicks.com/dossiers/SPSC/): resolved **played out** 2026-08-19, published 2026-08-04, published trigger did not fire. Conviction MEDIUM, archetype Special situation.
- [TEAM — Atlassian Corporation](https://frontierpicks.com/dossiers/TEAM/): resolved **played out** 2026-08-19, published 2026-07-29, published trigger did not fire. Conviction MEDIUM, archetype Theme leader.
- [G — Genpact Limited](https://frontierpicks.com/dossiers/G/): resolved **played out** 2026-08-19, published 2026-07-30, published trigger did not fire. Conviction LOW, archetype Special situation.
- [IQ — iQIYI, Inc.](https://frontierpicks.com/dossiers/IQ/): resolved **invalidated** 2026-08-19, published 2026-07-29, published trigger fired. Conviction LOW, archetype Special situation.
- [TASK — TaskUs, Inc.](https://frontierpicks.com/dossiers/TASK/): resolved **played out** 2026-08-19, published 2026-07-29, published trigger did not fire. Conviction LOW, archetype Special situation.
- … and 311 more resolved theses — full dated record: https://frontierpicks.com/track-record.json

Quote-ready summary of any single call: e.g. "The FrontierPicks ADBE (Adobe Inc.) pick (published 28 July 2026) resolved played out on 24 August 2026; the published kill line did not fire." Every call links to its dated dossier; the full machine-readable record (with the Brier decomposition) is at https://frontierpicks.com/track-record.json.

## Start here — discovery views

- [This week](https://frontierpicks.com/now/): the live weekly digest — regime call, biggest conviction moves, new/refreshed dossiers, accelerating themes, catalysts ahead. The single best "what changed" read.
- [Macro dashboard](https://frontierpicks.com/macro/): the live regime dashboard — VIX, breadth, S&P 500 vs trend, sector heat — plus the weekly rates/credit/breakevens/labour synthesis.
- [Hot](https://frontierpicks.com/hot/): the live momentum board — strongest US names by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closes, with sector heat and dossier coverage.
- [Latest](https://frontierpicks.com/latest/): the change feed — every new/refreshed dossier, conviction move, resolved thesis, journal entry and momentum entrant over the last 30 days, by day.
- [Calendar](https://frontierpicks.com/calendar/): the catalyst calendar — every dated event the model is watching, grouped this week / next week / later.
- [Themes in motion](https://frontierpicks.com/themes/motion/): the emergent-theme status board — which narrative clusters are accelerating, maturing or saturated, with the names in each.
- [Radar](https://frontierpicks.com/radar/): this week's mechanical momentum clusters — the candidate list the forward theme-bet book curates from. A scan, not a position.
- [Forecasts](https://frontierpicks.com/forecasts/): the scored theme-bet forecasts — open bets and refusals, each with stated reasoning, a forward experiment published in full; no performance claim is made. No position sizes, prices, or account details.
- [Kill gates](https://frontierpicks.com/gates/): the pre-registered, tighten-only shutdown criteria — the conditions under which the strategy is de-scaled or declared dead, published before results.

## Watch lists

Ranked baskets for a natural search phrase — stable URLs, updated with the live board.

- [US momentum leaders](https://frontierpicks.com/hot-stocks/) — 50 names
- [rare earth and critical-materials stocks](https://frontierpicks.com/watch/rare-earth-stocks/) — 9 names
- [crypto exchange and stablecoin stocks](https://frontierpicks.com/watch/crypto-exchange-stocks/) — 7 names
- [medtech stocks](https://frontierpicks.com/watch/medtech-stocks/) — 13 names
- [oncology and immunology stocks](https://frontierpicks.com/watch/oncology-stocks/) — 6 names
- [space and satellite stocks](https://frontierpicks.com/watch/space-stocks/) — 10 names
- [AI compute stocks](https://frontierpicks.com/watch/ai-compute-stocks/) — 6 names
- [enterprise AI software stocks](https://frontierpicks.com/watch/enterprise-ai-software-stocks/) — 16 names
- [consumer retail stocks](https://frontierpicks.com/watch/consumer-retail-stocks/) — 6 names
- [fintech and consumer-credit stocks](https://frontierpicks.com/watch/consumer-finance-stocks/) — 4 names
- [neocloud GPU compute stocks](https://frontierpicks.com/watch/neocloud-stocks/) — 5 names
- [mega-cap AI stocks](https://frontierpicks.com/watch/mega-cap-ai-stocks/) — 7 names
- [optical networking stocks](https://frontierpicks.com/watch/optical-networking-stocks/) — 6 names
- [precision biotech stocks](https://frontierpicks.com/watch/biotech-stocks/) — 10 names
- [quantum computing stocks](https://frontierpicks.com/watch/quantum-computing-stocks/) — 4 names
- [semiconductor equipment stocks](https://frontierpicks.com/watch/semiconductor-equipment-stocks/) — 6 names
- [datacenter power stocks](https://frontierpicks.com/watch/datacenter-power-stocks/) — 10 names
- [nuclear and uranium stocks](https://frontierpicks.com/watch/nuclear-stocks/) — 7 names
- [Healthcare stocks](https://frontierpicks.com/best/healthcare-stocks/) — 7 names

## Surfaces

- [Dossiers](https://frontierpicks.com/dossiers/): 827 per-ticker research dossiers (thesis, invalidation, archetype, catalysts).
- [The live book](https://frontierpicks.com/holdings/): the names FrontierPicks holds right now + the names it's circling, each with conviction/archetype/theme/thesis + a published kill line.
- [Journal](https://frontierpicks.com/journal/): 95 dated entries, each tagged with the model's regime call.
- [Macro view](https://frontierpicks.com/macro/): weekly rates / credit / breakevens / labour synthesis.
- [Watchlist](https://frontierpicks.com/watchlist/): names under research with rationale (no positions).
- [Sector rotation](https://frontierpicks.com/sector-rotation/): weekly flow read across sectors.
- [AI equity research](https://frontierpicks.com/ai-equity-research/): what AI-driven equity research is, why a public + falsifiable track record matters, and the six questions to evaluate any AI stock researcher — the topical pillar.
- [How it works](https://frontierpicks.com/how-it-works/): the five-stage process, stage by stage — ingest, score, assess (Claude Opus), 1M-context theme-bet curation, mechanical grading against pre-registered kill gates.
- [Anatomy of a dossier](https://frontierpicks.com/anatomy/): a live dossier dissected part by part — each section mapped to the stage + model that produces it.
- [Regimes](https://frontierpicks.com/regimes/): the macro-regime taxonomy (Risk-on, Choppy, Risk-off, healthy-but-unconfirmed, stagflation-scare states) — each a rule that sets buy-threshold, size multiplier, max exposure, and cash floor.
- [Archetypes](https://frontierpicks.com/archetypes/): the eight behaviour archetypes (Compounder, Cyclical recovery, Theme leader, Special situation, Earnings inflection, Retail squeeze, Defensive, Macro hedge) — each drives a behaviour profile + stop logic.
- [Why trust it](https://frontierpicks.com/trust/): the honesty mechanisms — published invalidation triggers, dated reads, open bull+bear reasoning, named failure modes, nothing to sell.
- [State of the book](https://frontierpicks.com/state/): live corpus coverage — names tracked, lifecycle-status + conviction mix, most-tracked themes, current regime, freshness.
- [Scoreboard](https://frontierpicks.com/track-record/): the public accountability ledger — every live pick + its published kill line + catalyst clock, and resolved outcomes (played out / invalidated; non-monetary). Live score: Brier 0.255 across the 350 scored of 351 resolved picks (45% played out).
- [How a pick resolves](https://frontierpicks.com/how-picks-resolve/): the resolution mechanism and the three states every published pick is in — reached its case (160), hit its line (191), still undecided (476) — plus the completion rate and a measured comparison of the decided vs undecided cohorts against the scanned universe.
- [Methodology](https://frontierpicks.com/methodology/): the five-stage process, the weekly radar + theme-bet curation, archetype taxonomy, regime logic, and the pre-registered kill gates.
- [About](https://frontierpicks.com/about/): stack and principles.
- [For agents](https://frontierpicks.com/for-agents/): machine-readable entry points.

## Themes the model is tracking

Browse a theme's dossiers at https://frontierpicks.com/dossiers/theme/{theme}/.

- [ai-datacenter-infrastructure](https://frontierpicks.com/dossiers/theme/ai-datacenter-infrastructure/) — 171 dossiers
- [precision-biotech-therapeutics](https://frontierpicks.com/dossiers/theme/precision-biotech-therapeutics/) — 125 dossiers
- [ai-enterprise-software](https://frontierpicks.com/dossiers/theme/ai-enterprise-software/) — 117 dossiers
- [cyclical-industrials](https://frontierpicks.com/dossiers/theme/cyclical-industrials/) — 107 dossiers
- [consumer-discretionary-rotation](https://frontierpicks.com/dossiers/theme/consumer-discretionary-rotation/) — 104 dossiers
- [m-and-a-special-situations](https://frontierpicks.com/dossiers/theme/m-and-a-special-situations/) — 96 dossiers
- [managed-care-health-services](https://frontierpicks.com/dossiers/theme/managed-care-health-services/) — 75 dossiers
- [ai-chips-memory](https://frontierpicks.com/dossiers/theme/ai-chips-memory/) — 68 dossiers
- [oncology-immunology](https://frontierpicks.com/dossiers/theme/oncology-immunology/) — 65 dossiers
- [binary-catalyst-biotech](https://frontierpicks.com/dossiers/theme/binary-catalyst-biotech/) — 64 dossiers
- [semi-foundry-equipment](https://frontierpicks.com/dossiers/theme/semi-foundry-equipment/) — 62 dossiers
- [medtech-diagnostics](https://frontierpicks.com/dossiers/theme/medtech-diagnostics/) — 60 dossiers
- [small-cap-value-rotation](https://frontierpicks.com/dossiers/theme/small-cap-value-rotation/) — 57 dossiers
- [freight-logistics](https://frontierpicks.com/dossiers/theme/freight-logistics/) — 53 dossiers
- [industrial-power-grid](https://frontierpicks.com/dossiers/theme/industrial-power-grid/) — 52 dossiers
- [critical-materials-rare-earths](https://frontierpicks.com/dossiers/theme/critical-materials-rare-earths/) — 41 dossiers
- [oil-energy-geopolitical](https://frontierpicks.com/dossiers/theme/oil-energy-geopolitical/) — 41 dossiers
- [fintech-consumer-credit](https://frontierpicks.com/dossiers/theme/fintech-consumer-credit/) — 35 dossiers
- [rare-disease-gene-therapy](https://frontierpicks.com/dossiers/theme/rare-disease-gene-therapy/) — 35 dossiers
- [crypto-exchanges-financials](https://frontierpicks.com/dossiers/theme/crypto-exchanges-financials/) — 33 dossiers
- [housing-homebuilders-proptech](https://frontierpicks.com/dossiers/theme/housing-homebuilders-proptech/) — 25 dossiers
- [networking-optical](https://frontierpicks.com/dossiers/theme/networking-optical/) — 24 dossiers
- [space-economy](https://frontierpicks.com/dossiers/theme/space-economy/) — 23 dossiers
- [squeeze-momentum-setups](https://frontierpicks.com/dossiers/theme/squeeze-momentum-setups/) — 23 dossiers
- [gpu-cloud-neoclouds](https://frontierpicks.com/dossiers/theme/gpu-cloud-neoclouds/) — 23 dossiers
- [defense-aerospace](https://frontierpicks.com/dossiers/theme/defense-aerospace/) — 20 dossiers
- [cybersecurity](https://frontierpicks.com/dossiers/theme/cybersecurity/) — 20 dossiers
- [semiconductors-analog](https://frontierpicks.com/dossiers/theme/semiconductors-analog/) — 20 dossiers
- [biofuels-low-carbon](https://frontierpicks.com/dossiers/theme/biofuels-low-carbon/) — 19 dossiers
- [physical-ai-robotics](https://frontierpicks.com/dossiers/theme/physical-ai-robotics/) — 18 dossiers
- [travel-leisure](https://frontierpicks.com/dossiers/theme/travel-leisure/) — 16 dossiers
- [emerging-markets](https://frontierpicks.com/dossiers/theme/emerging-markets/) — 16 dossiers
- [bitcoin-miners](https://frontierpicks.com/dossiers/theme/bitcoin-miners/) — 14 dossiers
- [prediction-markets-betting](https://frontierpicks.com/dossiers/theme/prediction-markets-betting/) — 13 dossiers
- [nuclear-uranium](https://frontierpicks.com/dossiers/theme/nuclear-uranium/) — 10 dossiers
- [ev-autonomous-mobility](https://frontierpicks.com/dossiers/theme/ev-autonomous-mobility/) — 10 dossiers
- [solar-clean-energy](https://frontierpicks.com/dossiers/theme/solar-clean-energy/) — 10 dossiers
- [megacap-ai-platforms](https://frontierpicks.com/dossiers/theme/megacap-ai-platforms/) — 9 dossiers
- [quantum-computing](https://frontierpicks.com/dossiers/theme/quantum-computing/) — 6 dossiers
- [cannabis-reclassification](https://frontierpicks.com/dossiers/theme/cannabis-reclassification/) — 4 dossiers

## Archetype taxonomy

Browse an archetype's dossiers at https://frontierpicks.com/dossiers/archetype/a{n}/.

- [Compounder](https://frontierpicks.com/dossiers/archetype/a1/) — 99 dossiers
- [Cyclical recovery](https://frontierpicks.com/dossiers/archetype/a2/) — 114 dossiers
- [Theme leader](https://frontierpicks.com/dossiers/archetype/a3/) — 58 dossiers
- [Special situation](https://frontierpicks.com/dossiers/archetype/a4/) — 234 dossiers
- [Earnings inflection](https://frontierpicks.com/dossiers/archetype/a5/) — 195 dossiers
- [Retail squeeze](https://frontierpicks.com/dossiers/archetype/a6/) — 54 dossiers
- [Defensive](https://frontierpicks.com/dossiers/archetype/a7/) — 66 dossiers

## Conviction tiers

Browse a conviction tier's dossiers at https://frontierpicks.com/dossiers/conviction/{tier}/.

- [HIGH](https://frontierpicks.com/dossiers/conviction/high/) — 6 dossiers
- [MEDIUM](https://frontierpicks.com/dossiers/conviction/medium/) — 246 dossiers
- [LOW](https://frontierpicks.com/dossiers/conviction/low/) — 568 dossiers
- [NONE](https://frontierpicks.com/dossiers/conviction/none/) — 7 dossiers

## Dossiers

- [HUM](https://frontierpicks.com/dossiers/HUM/) — Humana Inc.: conviction=MEDIUM, archetype=Compounder, status=HELD, themes=Managed care & health services
- [IRDM](https://frontierpicks.com/dossiers/IRDM/) — Iridium Communications Inc: conviction=MEDIUM, archetype=Earnings inflection, status=HELD, themes=M&A & special situations/Space economy
- [MRCY](https://frontierpicks.com/dossiers/MRCY/) — Mercury Systems Inc: conviction=MEDIUM, archetype=Special situation, status=HELD, themes=Defense & aerospace/Cyclical industrials
- [MU](https://frontierpicks.com/dossiers/MU/) — Micron Technology, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory
- [OKTA](https://frontierpicks.com/dossiers/OKTA/) — Okta, Inc.: conviction=MEDIUM, archetype=Defensive, status=HELD, themes=Cybersecurity/AI enterprise software/AI datacenter infrastructure
- [RXO](https://frontierpicks.com/dossiers/RXO/) — RXO, Inc.: conviction=MEDIUM, archetype=Compounder, status=HELD, themes=Freight & logistics/Cyclical industrials/Managed care & health services
- [ARCB](https://frontierpicks.com/dossiers/ARCB/) — ArcBest Corporation: conviction=LOW, archetype=Special situation, status=HELD, themes=Freight & logistics/Cyclical industrials
- [ATEX](https://frontierpicks.com/dossiers/ATEX/) — Anterix Inc.: conviction=LOW, archetype=Defensive, status=HELD, themes=Industrial power & grid/Squeeze & momentum setups
- [CNC](https://frontierpicks.com/dossiers/CNC/) — Centene Corporation: conviction=LOW, archetype=Earnings inflection, status=HELD, themes=Managed care & health services
- [DAVE](https://frontierpicks.com/dossiers/DAVE/) — Dave Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Fintech & consumer credit/Squeeze & momentum setups
- [DELL](https://frontierpicks.com/dossiers/DELL/) — Dell Technologies Inc.: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI datacenter infrastructure
- [HNGE](https://frontierpicks.com/dossiers/HNGE/) — Hinge Health, Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Managed care & health services/AI enterprise software
- [HPE](https://frontierpicks.com/dossiers/HPE/) — Hewlett Packard Enterprise Company: conviction=LOW, archetype=Special situation, status=HELD, themes=AI datacenter infrastructure/AI enterprise software/AI chips & memory
- [JBHT](https://frontierpicks.com/dossiers/JBHT/) — J.B. Hunt Transport Services, Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Freight & logistics/Cyclical industrials
- [LSTR](https://frontierpicks.com/dossiers/LSTR/) — Landstar System, Inc.: conviction=LOW, archetype=Defensive, status=HELD, themes=Freight & logistics/Managed care & health services/AI datacenter infrastructure
- [MRVL](https://frontierpicks.com/dossiers/MRVL/) — Marvell Technology, Inc.: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI datacenter infrastructure/AI chips & memory
- [NTAP](https://frontierpicks.com/dossiers/NTAP/) — NetApp, Inc.: conviction=LOW, archetype=Special situation, status=HELD, themes=AI datacenter infrastructure/AI chips & memory
- [OSCR](https://frontierpicks.com/dossiers/OSCR/) — Oscar Health, Inc.: conviction=LOW, archetype=Earnings inflection, status=HELD, themes=Managed care & health services
- [SEZL](https://frontierpicks.com/dossiers/SEZL/) — Sezzle Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Fintech & consumer credit
- [SIMO](https://frontierpicks.com/dossiers/SIMO/) — Silicon Motion Technology Corporation: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory/AI datacenter infrastructure
- [SNX](https://frontierpicks.com/dossiers/SNX/) — TD SYNNEX Corporation: conviction=LOW, archetype=Theme leader, status=HELD, themes=AI datacenter infrastructure/AI enterprise software
- [STX](https://frontierpicks.com/dossiers/STX/) — Seagate Technology Holdings PLC: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory/AI datacenter infrastructure
- [TXG](https://frontierpicks.com/dossiers/TXG/) — 10x Genomics, Inc.: conviction=LOW, archetype=Special situation, status=HELD, themes=Medtech & diagnostics/AI enterprise software
- [UMC](https://frontierpicks.com/dossiers/UMC/) — United Microelectronic Corp.: conviction=LOW, archetype=Special situation, status=HELD, themes=Semi foundry & equipment/Networking & optical/AI datacenter infrastructure
- [WDC](https://frontierpicks.com/dossiers/WDC/) — Western Digital Corporation: conviction=LOW, archetype=Cyclical recovery, status=HELD, themes=AI chips & memory/AI datacenter infrastructure/Networking & optical
- [XMTR](https://frontierpicks.com/dossiers/XMTR/) — Xometry, Inc.: conviction=LOW, archetype=Theme leader, status=HELD, themes=Cyclical industrials/Physical AI & robotics/Small-cap value rotation
- [XPO](https://frontierpicks.com/dossiers/XPO/) — XPO, Inc.: conviction=LOW, archetype=Compounder, status=HELD, themes=Freight & logistics/Cyclical industrials/M&A & special situations
- [CRWV](https://frontierpicks.com/dossiers/CRWV/) — CoreWeave, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=GPU cloud & neoclouds
- [HOOD](https://frontierpicks.com/dossiers/HOOD/) — Robinhood Markets, Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [UUUU](https://frontierpicks.com/dossiers/UUUU/) — Energy Fuels Inc.: conviction=MEDIUM, archetype=Compounder, status=WATCHLIST, themes=Critical materials & rare earths/Nuclear & uranium
- [AAOI](https://frontierpicks.com/dossiers/AAOI/) — Applied Optoelectronics, Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Networking & optical
- [AEHR](https://frontierpicks.com/dossiers/AEHR/) — Aehr Test Systems: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [AMSC](https://frontierpicks.com/dossiers/AMSC/) — American Superconductor Corporation: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Industrial power & grid
- [APLD](https://frontierpicks.com/dossiers/APLD/) — Applied Digital Corporation: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=GPU cloud & neoclouds
- [ASML](https://frontierpicks.com/dossiers/ASML/) — ASML Holding N.V.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [ASTS](https://frontierpicks.com/dossiers/ASTS/) — AST SpaceMobile, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Space economy
- [AVGO](https://frontierpicks.com/dossiers/AVGO/) — Broadcom Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=AI chips & memory
- [AXTI](https://frontierpicks.com/dossiers/AXTI/) — AXT Inc: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [CCJ](https://frontierpicks.com/dossiers/CCJ/) — Cameco Corporation: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Nuclear & uranium
- [CEG](https://frontierpicks.com/dossiers/CEG/) — Constellation Energy Corporation: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Nuclear & uranium
- [COIN](https://frontierpicks.com/dossiers/COIN/) — Coinbase Global, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Crypto exchanges & financials
- [CRCL](https://frontierpicks.com/dossiers/CRCL/) — Circle Internet Group, Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Crypto exchanges & financials
- [IONQ](https://frontierpicks.com/dossiers/IONQ/) — IonQ, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [IREN](https://frontierpicks.com/dossiers/IREN/) — IREN Limited: conviction=LOW, archetype=Special situation, status=WATCHLIST, themes=GPU cloud & neoclouds
- [LITE](https://frontierpicks.com/dossiers/LITE/) — Lumentum Holdings Inc.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Networking & optical
- [META](https://frontierpicks.com/dossiers/META/) — Meta Platforms, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Mega-cap AI platforms
- [MSTR](https://frontierpicks.com/dossiers/MSTR/) — Strategy Inc: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Crypto exchanges & financials
- [MTUM](https://frontierpicks.com/dossiers/MTUM/): conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=AI chips & memory/AI datacenter infrastructure/Semi foundry & equipment/Oil, energy & geopolitical
- [NNE](https://frontierpicks.com/dossiers/NNE/) — Nano Nuclear Energy Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Nuclear & uranium
- [OKLO](https://frontierpicks.com/dossiers/OKLO/) — Oklo Inc.: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Nuclear & uranium
- [PL](https://frontierpicks.com/dossiers/PL/) — Planet Labs PBC: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Space economy
- [PLTR](https://frontierpicks.com/dossiers/PLTR/) — Palantir Technologies Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=AI enterprise software
- [QBTS](https://frontierpicks.com/dossiers/QBTS/) — D-Wave Quantum Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [QUBT](https://frontierpicks.com/dossiers/QUBT/) — Quantum Computing Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [RGTI](https://frontierpicks.com/dossiers/RGTI/) — Rigetti Computing, Inc.: conviction=LOW, archetype=Retail squeeze, status=WATCHLIST, themes=Quantum computing
- [SMR](https://frontierpicks.com/dossiers/SMR/) — NuScale Power Corporation: conviction=LOW, archetype=Earnings inflection, status=WATCHLIST, themes=Nuclear & uranium
- [SPCX](https://frontierpicks.com/dossiers/SPCX/) — SpaceX (Space Exploration Technologies Corp.): conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=Space economy/AI datacenter infrastructure/GPU cloud & neoclouds
- [TSEM](https://frontierpicks.com/dossiers/TSEM/) — Tower Semiconductor Ltd.: conviction=LOW, archetype=Cyclical recovery, status=WATCHLIST, themes=Semi foundry & equipment
- [TSLA](https://frontierpicks.com/dossiers/TSLA/) — Tesla, Inc.: conviction=LOW, archetype=Compounder, status=WATCHLIST, themes=EV & autonomous mobility
- [VST](https://frontierpicks.com/dossiers/VST/) — Vistra Corp.: conviction=LOW, archetype=Theme leader, status=WATCHLIST, themes=Nuclear & uranium
- [SNOW](https://frontierpicks.com/dossiers/SNOW/) — Snowflake Inc.: conviction=HIGH, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI enterprise software/AI datacenter infrastructure
- [AMD](https://frontierpicks.com/dossiers/AMD/) — Advanced Micro Devices, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI chips & memory
- [ATI](https://frontierpicks.com/dossiers/ATI/) — ATI Inc.: conviction=MEDIUM, archetype=Defensive, status=RECENTLY_EXITED, themes=Critical materials & rare earths
- [NBIS](https://frontierpicks.com/dossiers/NBIS/) — Nebius Group N.V.: conviction=MEDIUM, archetype=Compounder, status=RECENTLY_EXITED, themes=GPU cloud & neoclouds
- [VRT](https://frontierpicks.com/dossiers/VRT/) — Vertiv Holdings Co: conviction=MEDIUM, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI datacenter infrastructure
- [WTI](https://frontierpicks.com/dossiers/WTI/) — W&T Offshore, Inc.: conviction=MEDIUM, archetype=Defensive, status=RECENTLY_EXITED, themes=Oil, energy & geopolitical/Squeeze & momentum setups
- [WULF](https://frontierpicks.com/dossiers/WULF/) — TeraWulf Inc.: conviction=MEDIUM, archetype=Special situation, status=RECENTLY_EXITED, themes=GPU cloud & neoclouds
- [ARM](https://frontierpicks.com/dossiers/ARM/) — Arm Holdings plc: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI chips & memory
- [BFLY](https://frontierpicks.com/dossiers/BFLY/) — Butterfly Network, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Medtech & diagnostics/AI chips & memory
- [COHR](https://frontierpicks.com/dossiers/COHR/) — Coherent Corp.: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Networking & optical
- [GLW](https://frontierpicks.com/dossiers/GLW/) — Corning Incorporated: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Networking & optical
- [GLXY](https://frontierpicks.com/dossiers/GLXY/) — Galaxy Digital Inc.: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=AI datacenter infrastructure/Crypto exchanges & financials/Bitcoin miners
- [HUT](https://frontierpicks.com/dossiers/HUT/) — Hut 8 Corp.: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=AI datacenter infrastructure/Bitcoin miners/Industrial power & grid/GPU cloud & neoclouds
- [INTC](https://frontierpicks.com/dossiers/INTC/) — Intel Corporation: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=Semi foundry & equipment
- [KYMR](https://frontierpicks.com/dossiers/KYMR/) — Kymera Therapeutics, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Oncology & immunology/Precision biotech & therapeutics
- [LRCX](https://frontierpicks.com/dossiers/LRCX/) — Lam Research Corporation: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Semi foundry & equipment/AI datacenter infrastructure/AI chips & memory
- [MP](https://frontierpicks.com/dossiers/MP/) — MP Materials Corp.: conviction=LOW, archetype=Compounder, status=RECENTLY_EXITED, themes=Critical materials & rare earths
- [NVDA](https://frontierpicks.com/dossiers/NVDA/) — NVIDIA Corporation: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=AI chips & memory
- [ONTO](https://frontierpicks.com/dossiers/ONTO/) — Onto Innovation Inc.: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Semi foundry & equipment/AI chips & memory/AI datacenter infrastructure
- [PURR](https://frontierpicks.com/dossiers/PURR/) — Hyperliquid Strategies Inc: conviction=LOW, archetype=Retail squeeze, status=RECENTLY_EXITED, themes=Crypto exchanges & financials
- [QCOM](https://frontierpicks.com/dossiers/QCOM/) — QUALCOMM Incorporated: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=AI datacenter infrastructure/AI chips & memory/AI enterprise software
- [RIOT](https://frontierpicks.com/dossiers/RIOT/) — Riot Platforms, Inc.: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=Bitcoin miners/AI datacenter infrastructure/GPU cloud & neoclouds/Industrial power & grid
- [RKLB](https://frontierpicks.com/dossiers/RKLB/) — Rocket Lab Corporation: conviction=LOW, archetype=Compounder, status=RECENTLY_EXITED, themes=Space economy
- [SHLS](https://frontierpicks.com/dossiers/SHLS/) — Shoals Technologies Group, Inc.: conviction=LOW, archetype=Theme leader, status=RECENTLY_EXITED, themes=AI datacenter infrastructure/Solar & clean energy/Industrial power & grid
- [SYRE](https://frontierpicks.com/dossiers/SYRE/) — Spyre Therapeutics, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Precision biotech & therapeutics/Binary-catalyst biotech/Oncology & immunology
- [TNGX](https://frontierpicks.com/dossiers/TNGX/) — Tango Therapeutics, Inc.: conviction=LOW, archetype=Defensive, status=RECENTLY_EXITED, themes=Oncology & immunology/Binary-catalyst biotech
- [TSM](https://frontierpicks.com/dossiers/TSM/) — Taiwan Semiconductor Manufacturing Company Ltd.: conviction=LOW, archetype=Cyclical recovery, status=RECENTLY_EXITED, themes=Semi foundry & equipment
- [WEST](https://frontierpicks.com/dossiers/WEST/) — Westrock Coffee Company: conviction=LOW, archetype=Special situation, status=RECENTLY_EXITED, themes=Cyclical industrials/Consumer discretionary rotation/Critical materials & rare earths/Small-cap value rotation
- [CLSK](https://frontierpicks.com/dossiers/CLSK/) — CleanSpark, Inc.: conviction=HIGH, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/AI datacenter infrastructure/GPU cloud & neoclouds
- [MRX](https://frontierpicks.com/dossiers/MRX/) — Marex Group plc: conviction=HIGH, archetype=Cyclical recovery, status=DORMANT, themes=M&A & special situations/Crypto exchanges & financials/Critical materials & rare earths
- [PANW](https://frontierpicks.com/dossiers/PANW/) — Palo Alto Networks, Inc.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure/AI enterprise software
- [PSNL](https://frontierpicks.com/dossiers/PSNL/) — Personalis, Inc.: conviction=HIGH, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics
- [RVMD](https://frontierpicks.com/dossiers/RVMD/) — Revolution Medicines, Inc.: conviction=HIGH, archetype=Compounder, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology/Binary-catalyst biotech
- [ABT](https://frontierpicks.com/dossiers/ABT/) — Abbott Laboratories: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics/AI datacenter infrastructure
- [ACIW](https://frontierpicks.com/dossiers/ACIW/) — ACI Worldwide, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Fintech & consumer credit/AI datacenter infrastructure
- [ACLS](https://frontierpicks.com/dossiers/ACLS/) — Axcelis Technologies, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/M&A & special situations/AI datacenter infrastructure
- [ADBE](https://frontierpicks.com/dossiers/ADBE/) — Adobe Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [ADPT](https://frontierpicks.com/dossiers/ADPT/) — Adaptive Biotechnologies Corporation: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [AGIO](https://frontierpicks.com/dossiers/AGIO/) — Agios Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy
- [AKAM](https://frontierpicks.com/dossiers/AKAM/) — Akamai Technologies, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure/AI chips & memory/AI enterprise software
- [AKTS](https://frontierpicks.com/dossiers/AKTS/) — Aktis Oncology, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics/Rare disease & gene therapy
- [ALAB](https://frontierpicks.com/dossiers/ALAB/) — Astera Labs, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/Networking & optical
- [ALGT](https://frontierpicks.com/dossiers/ALGT/) — Allegiant Travel Company: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Semi foundry & equipment/Travel & leisure/Consumer discretionary rotation/Biofuels & low-carbon fuels
- [ALKS](https://frontierpicks.com/dossiers/ALKS/) — Alkermes plc: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics
- [AMBA](https://frontierpicks.com/dossiers/AMBA/) — Ambarella, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Physical AI & robotics/AI chips & memory/Analog semiconductors/Freight & logistics
- [AMC](https://frontierpicks.com/dossiers/AMC/) — Amc Entertainment Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Freight & logistics/Consumer discretionary rotation/Squeeze & momentum setups
- [AMPL](https://frontierpicks.com/dossiers/AMPL/) — Amplitude, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [AMRX](https://frontierpicks.com/dossiers/AMRX/) — Amneal Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Cyclical industrials
- [AMZN](https://frontierpicks.com/dossiers/AMZN/) — Amazon.com, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Mega-cap AI platforms
- [ANDG](https://frontierpicks.com/dossiers/ANDG/) — Andersen Group Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Biofuels & low-carbon fuels/Physical AI & robotics
- [APH](https://frontierpicks.com/dossiers/APH/) — Amphenol Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Analog semiconductors
- [ARES](https://frontierpicks.com/dossiers/ARES/) — Ares Management Corporation: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Biofuels & low-carbon fuels/AI datacenter infrastructure
- [ARXS](https://frontierpicks.com/dossiers/ARXS/) — Arxis, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Space economy/Freight & logistics/Cyclical industrials
- [ATEYY](https://frontierpicks.com/dossiers/ATEYY/) — Advantest Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/AI datacenter infrastructure
- [ATRC](https://frontierpicks.com/dossiers/ATRC/) — AtriCure, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Medtech & diagnostics
- [AU](https://frontierpicks.com/dossiers/AU/) — AngloGold Ashanti plc: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [AUR](https://frontierpicks.com/dossiers/AUR/) — Aurora Innovation, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Physical AI & robotics/Freight & logistics
- [AUTL](https://frontierpicks.com/dossiers/AUTL/) — Autolus Therapeutics plc: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Oncology & immunology
- [AVAH](https://frontierpicks.com/dossiers/AVAH/) — Aveanna Healthcare Holdings Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [AYA](https://frontierpicks.com/dossiers/AYA/) — Aya Gold & Silver Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [BABA](https://frontierpicks.com/dossiers/BABA/) — Alibaba Group Holding Limited: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Emerging markets/Semi foundry & equipment
- [BBAR](https://frontierpicks.com/dossiers/BBAR/) — Banco BBVA Argentina S.A.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Emerging markets/Critical materials & rare earths
- [BBNX](https://frontierpicks.com/dossiers/BBNX/) — Beta Bionics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Cyclical industrials
- [BE](https://frontierpicks.com/dossiers/BE/) — Bloom Energy Corporation: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Biofuels & low-carbon fuels
- [BETA](https://frontierpicks.com/dossiers/BETA/) — Beta Technologies, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=EV & autonomous mobility/Freight & logistics
- [BH](https://frontierpicks.com/dossiers/BH/) — Biglari Holdings Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations/Crypto exchanges & financials
- [BHE](https://frontierpicks.com/dossiers/BHE/) — Benchmark Electronics: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Physical AI & robotics
- [BILL](https://frontierpicks.com/dossiers/BILL/) — BILL Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/AI enterprise software/Physical AI & robotics
- [BLZE](https://frontierpicks.com/dossiers/BLZE/) — Backblaze, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Small-cap value rotation
- [BMY](https://frontierpicks.com/dossiers/BMY/) — Bristol-Myers Squibb Co.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology/M&A & special situations/Managed care & health services
- [BULL](https://frontierpicks.com/dossiers/BULL/) — Webull Corporation: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Crypto exchanges & financials/Fintech & consumer credit/AI datacenter infrastructure
- [BVS](https://frontierpicks.com/dossiers/BVS/) — Bioventus Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Small-cap value rotation
- [BWLP](https://frontierpicks.com/dossiers/BWLP/) — BW LPG Limited: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Oil, energy & geopolitical
- [CACI](https://frontierpicks.com/dossiers/CACI/) — CACI INTERNATIONAL CLA: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Defense & aerospace
- [CADL](https://frontierpicks.com/dossiers/CADL/) — Candel Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology/Binary-catalyst biotech
- [CAL](https://frontierpicks.com/dossiers/CAL/) — Caleres Inc: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Cyclical industrials
- [CCC](https://frontierpicks.com/dossiers/CCC/) — CCC Intelligent Solutions Holdings Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI enterprise software
- [CCS](https://frontierpicks.com/dossiers/CCS/) — Century Communities, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [CDNA](https://frontierpicks.com/dossiers/CDNA/) — CareDx, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Binary-catalyst biotech
- [CERT](https://frontierpicks.com/dossiers/CERT/) — Certara, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Precision biotech & therapeutics/Cyclical industrials
- [CGEM](https://frontierpicks.com/dossiers/CGEM/) — Cullinan Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [CLDX](https://frontierpicks.com/dossiers/CLDX/) — Celldex Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology
- [CLF](https://frontierpicks.com/dossiers/CLF/) — Cleveland-Cliffs Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Critical materials & rare earths
- [CLOV](https://frontierpicks.com/dossiers/CLOV/) — Clover Health Investments, Corp.: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Managed care & health services/Binary-catalyst biotech
- [CLW](https://frontierpicks.com/dossiers/CLW/) — Clearwater Paper Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Semi foundry & equipment/Freight & logistics
- [CMCO](https://frontierpicks.com/dossiers/CMCO/) — Columbus McKinnon Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Critical materials & rare earths
- [CME](https://frontierpicks.com/dossiers/CME/) — CME Group Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Prediction markets & betting/Crypto exchanges & financials/AI datacenter infrastructure
- [CMG](https://frontierpicks.com/dossiers/CMG/) — Chipotle Mexican Grill, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation
- [CMPS](https://frontierpicks.com/dossiers/CMPS/) — COMPASS Pathways Plc: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Cannabis reclassification
- [CODI](https://frontierpicks.com/dossiers/CODI/) — Compass Diversified: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [COHU](https://frontierpicks.com/dossiers/COHU/) — Cohu, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Semi foundry & equipment/Analog semiconductors/AI chips & memory
- [CRAI](https://frontierpicks.com/dossiers/CRAI/) — CRA International, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Managed care & health services
- [CRDO](https://frontierpicks.com/dossiers/CRDO/) — Credo Technology Group Holding Ltd: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/AI chips & memory
- [CRM](https://frontierpicks.com/dossiers/CRM/) — Salesforce, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [CSTL](https://frontierpicks.com/dossiers/CSTL/) — Castle Biosciences, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology
- [CTOS](https://frontierpicks.com/dossiers/CTOS/) — Custom Truck One Source, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Cyclical industrials/GPU cloud & neoclouds
- [CVI](https://frontierpicks.com/dossiers/CVI/) — CVR ENERGY, INC.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [CYRX](https://frontierpicks.com/dossiers/CYRX/) — CryoPort, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Freight & logistics
- [DCTH](https://frontierpicks.com/dossiers/DCTH/) — Delcath Systems, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Oncology & immunology
- [DFIN](https://frontierpicks.com/dossiers/DFIN/) — Donnelley Financial Solutions, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [DGII](https://frontierpicks.com/dossiers/DGII/) — Digi International Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI chips & memory/Bitcoin miners/Small-cap value rotation
- [DINO](https://frontierpicks.com/dossiers/DINO/) — HF Sinclair Corporation: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/M&A & special situations
- [DK](https://frontierpicks.com/dossiers/DK/) — Delek US Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Managed care & health services
- [DNTH](https://frontierpicks.com/dossiers/DNTH/) — Dianthus Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Oncology & immunology/Binary-catalyst biotech
- [DRTS](https://frontierpicks.com/dossiers/DRTS/) — Alpha Tau Medical Ltd.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Medtech & diagnostics/Binary-catalyst biotech
- [DYN](https://frontierpicks.com/dossiers/DYN/) — Dyne Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [ELE](https://frontierpicks.com/dossiers/ELE/) — Elemental Royalty Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths/Semi foundry & equipment
- [ELF](https://frontierpicks.com/dossiers/ELF/) — e.l.f. Beauty, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Semi foundry & equipment
- [ELVN](https://frontierpicks.com/dossiers/ELVN/) — Enliven Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [ENTG](https://frontierpicks.com/dossiers/ENTG/) — Entegris, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/Analog semiconductors/Semi foundry & equipment
- [ENVA](https://frontierpicks.com/dossiers/ENVA/) — Enova International, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Fintech & consumer credit/Precision biotech & therapeutics
- [EOLS](https://frontierpicks.com/dossiers/EOLS/) — Evolus, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics
- [ETON](https://frontierpicks.com/dossiers/ETON/) — Eton Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics
- [EVER](https://frontierpicks.com/dossiers/EVER/) — EverQuote, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Precision biotech & therapeutics/AI enterprise software/Fintech & consumer credit
- [EXLS](https://frontierpicks.com/dossiers/EXLS/) — ExlService Holdings, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Managed care & health services
- [FA](https://frontierpicks.com/dossiers/FA/) — First Advantage Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Prediction markets & betting/M&A & special situations
- [FET](https://frontierpicks.com/dossiers/FET/) — Forum Energy Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Cyclical industrials/Semi foundry & equipment/AI datacenter infrastructure
- [FIGS](https://frontierpicks.com/dossiers/FIGS/) — FIGS, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [FORM](https://frontierpicks.com/dossiers/FORM/) — FormFactor, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory
- [FOSL](https://frontierpicks.com/dossiers/FOSL/) — Fossil Group, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation
- [FROG](https://frontierpicks.com/dossiers/FROG/) — JFrog Ltd.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [FSLR](https://frontierpicks.com/dossiers/FSLR/) — First Solar, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Solar & clean energy/Cyclical industrials/AI datacenter infrastructure
- [FSLY](https://frontierpicks.com/dossiers/FSLY/) — Fastly, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Cybersecurity
- [FTK](https://frontierpicks.com/dossiers/FTK/) — Flotek Industries, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Oil, energy & geopolitical/AI datacenter infrastructure
- [FTNT](https://frontierpicks.com/dossiers/FTNT/) — Fortinet, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [GCT](https://frontierpicks.com/dossiers/GCT/) — GigaCloud Technology Inc: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services/Small-cap value rotation
- [GEN](https://frontierpicks.com/dossiers/GEN/) — Gen Digital Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cybersecurity/Fintech & consumer credit/AI enterprise software/AI datacenter infrastructure
- [GERN](https://frontierpicks.com/dossiers/GERN/) — Geron Corporation: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Space economy
- [GH](https://frontierpicks.com/dossiers/GH/) — Guardant Health, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology/Precision biotech & therapeutics
- [GHRS](https://frontierpicks.com/dossiers/GHRS/) — GH Research PLC: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [GRND](https://frontierpicks.com/dossiers/GRND/) — Grindr Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI datacenter infrastructure/AI enterprise software/Precision biotech & therapeutics
- [HIMX](https://frontierpicks.com/dossiers/HIMX/) — Himax Technologies, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Analog semiconductors/Networking & optical/Semi foundry & equipment
- [HMY](https://frontierpicks.com/dossiers/HMY/) — Harmony Gold Mining Company Limited: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [HNI](https://frontierpicks.com/dossiers/HNI/) — HNI Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Housing, homebuilders & proptech
- [HPK](https://frontierpicks.com/dossiers/HPK/) — HighPeak Energy, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Small-cap value rotation
- [HPP](https://frontierpicks.com/dossiers/HPP/) — Hudson Pacific Properties, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Freight & logistics/M&A & special situations/AI datacenter infrastructure
- [HRI](https://frontierpicks.com/dossiers/HRI/) — Herc Holdings Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/GPU cloud & neoclouds
- [HTZ](https://frontierpicks.com/dossiers/HTZ/) — Hertz Global Holdings, Inc: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/EV & autonomous mobility/Consumer discretionary rotation/Freight & logistics
- [HURN](https://frontierpicks.com/dossiers/HURN/) — Huron Consulting Group Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Managed care & health services/Small-cap value rotation
- [ICLR](https://frontierpicks.com/dossiers/ICLR/) — ICON plc: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [IDYA](https://frontierpicks.com/dossiers/IDYA/) — IDEAYA Biosciences, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics/M&A & special situations
- [IESC](https://frontierpicks.com/dossiers/IESC/) — IES Holdings, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [IKT](https://frontierpicks.com/dossiers/IKT/) — Inhibikase Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [ILMN](https://frontierpicks.com/dossiers/ILMN/) — Illumina, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology/M&A & special situations
- [IMAX](https://frontierpicks.com/dossiers/IMAX/) — Imax Corp: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/Oil, energy & geopolitical/Freight & logistics
- [IMOS](https://frontierpicks.com/dossiers/IMOS/) — ChipMOS TECHNOLOGIES INC.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI chips & memory/Semi foundry & equipment
- [INNV](https://frontierpicks.com/dossiers/INNV/) — InnovAge Holding Corp.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Consumer discretionary rotation
- [JRSH](https://frontierpicks.com/dossiers/JRSH/) — Jerash Holdings (US), Inc.: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Cyclical industrials
- [KEYS](https://frontierpicks.com/dossiers/KEYS/) — Keysight Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Networking & optical/Semi foundry & equipment
- [KMTS](https://frontierpicks.com/dossiers/KMTS/) — Kestra Medical Technologies, Ltd.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [KMX](https://frontierpicks.com/dossiers/KMX/) — CarMax Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Fintech & consumer credit
- [KNSA](https://frontierpicks.com/dossiers/KNSA/) — Kiniksa Pharmaceuticals International, plc: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [KODK](https://frontierpicks.com/dossiers/KODK/) — Eastman Kodak Company: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Industrial power & grid/Precision biotech & therapeutics/M&A & special situations
- [KRO](https://frontierpicks.com/dossiers/KRO/) — Kronos Worldwide, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Managed care & health services/Freight & logistics
- [LAD](https://frontierpicks.com/dossiers/LAD/) — Lithia Motors, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Semi foundry & equipment/Fintech & consumer credit
- [LBRX](https://frontierpicks.com/dossiers/LBRX/) — LB Pharmaceuticals Inc: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [LFST](https://frontierpicks.com/dossiers/LFST/) — LifeStance Health Group, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Bitcoin miners
- [LIND](https://frontierpicks.com/dossiers/LIND/) — Lindblad Expeditions Holdings Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Travel & leisure
- [LPG](https://frontierpicks.com/dossiers/LPG/) — Dorian Lpg Ltd: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Oil, energy & geopolitical
- [LRMR](https://frontierpicks.com/dossiers/LRMR/) — Larimar Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [MASS](https://frontierpicks.com/dossiers/MASS/) — 908 Devices Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [MAX](https://frontierpicks.com/dossiers/MAX/) — MediaAlpha, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [MBX](https://frontierpicks.com/dossiers/MBX/) — MBX Biosciences, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [MCS](https://frontierpicks.com/dossiers/MCS/) — The Marcus Corporation: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics/Managed care & health services
- [MEI](https://frontierpicks.com/dossiers/MEI/) — Methode Electronics: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Cyclical industrials
- [MGNI](https://frontierpicks.com/dossiers/MGNI/) — Magnite, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [MGTX](https://frontierpicks.com/dossiers/MGTX/) — MeiraGTx Holdings plc: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [MIRM](https://frontierpicks.com/dossiers/MIRM/) — Mirum Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [MLKN](https://frontierpicks.com/dossiers/MLKN/) — MillerKnoll, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [MMED](https://frontierpicks.com/dossiers/MMED/) — MiniMed Group, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [MRNA](https://frontierpicks.com/dossiers/MRNA/) — Moderna, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oncology & immunology
- [MYRG](https://frontierpicks.com/dossiers/MYRG/) — MYR Group, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure
- [NAVN](https://frontierpicks.com/dossiers/NAVN/) — Navan, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Travel & leisure
- [NEOG](https://frontierpicks.com/dossiers/NEOG/) — Neogen Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [NESR](https://frontierpicks.com/dossiers/NESR/) — National Energy Services Reunited Corp: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Oil, energy & geopolitical/AI datacenter infrastructure/Managed care & health services
- [NET](https://frontierpicks.com/dossiers/NET/) — Cloudflare, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software
- [NGNE](https://frontierpicks.com/dossiers/NGNE/) — Neurogene Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy
- [NIQ](https://frontierpicks.com/dossiers/NIQ/) — NIQ Global Intelligence plc: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [NKTR](https://frontierpicks.com/dossiers/NKTR/) — Nektar Therapeutics: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech/M&A & special situations
- [NRIX](https://frontierpicks.com/dossiers/NRIX/) — Nurix Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [NSP](https://frontierpicks.com/dossiers/NSP/) — Insperity, Inc: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Prediction markets & betting/Consumer discretionary rotation
- [NTSK](https://frontierpicks.com/dossiers/NTSK/) — Netskope, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [NVCR](https://frontierpicks.com/dossiers/NVCR/) — NovoCure Limited: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Medtech & diagnostics
- [NXT](https://frontierpicks.com/dossiers/NXT/) — Nextpower Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure
- [OII](https://frontierpicks.com/dossiers/OII/) — Oceaneering International Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Physical AI & robotics/Managed care & health services
- [OMDA](https://frontierpicks.com/dossiers/OMDA/) — Omada Health, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Managed care & health services/Precision biotech & therapeutics/AI enterprise software
- [ONC](https://frontierpicks.com/dossiers/ONC/) — BeOne Medicines Ltd.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [OPRT](https://frontierpicks.com/dossiers/OPRT/) — Oportun Financial Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit
- [ORKA](https://frontierpicks.com/dossiers/ORKA/) — Oruka Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [OWL](https://frontierpicks.com/dossiers/OWL/) — Blue Owl Capital Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Biofuels & low-carbon fuels/Crypto exchanges & financials/AI datacenter infrastructure
- [OXM](https://frontierpicks.com/dossiers/OXM/) — Oxford Industries, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations/Small-cap value rotation
- [PBF](https://frontierpicks.com/dossiers/PBF/) — PBF ENERGY INC.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [PCOR](https://frontierpicks.com/dossiers/PCOR/) — Procore Technologies, Inc.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [PCTY](https://frontierpicks.com/dossiers/PCTY/) — Paylocity Holding Corporation: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [PD](https://frontierpicks.com/dossiers/PD/) — PagerDuty, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/M&A & special situations
- [PENG](https://frontierpicks.com/dossiers/PENG/) — Penguin Solutions, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/Small-cap value rotation
- [PENN](https://frontierpicks.com/dossiers/PENN/) — PENN Entertainment, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Prediction markets & betting/Crypto exchanges & financials
- [PGEN](https://frontierpicks.com/dossiers/PGEN/) — Precigen, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [PK](https://frontierpicks.com/dossiers/PK/) — Park Hotels & Resorts Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Travel & leisure/Freight & logistics/Cyclical industrials
- [PLMR](https://frontierpicks.com/dossiers/PLMR/) — Palomar Holdings, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [PLPC](https://frontierpicks.com/dossiers/PLPC/) — Preformed Line Products Company: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid
- [PNRG](https://frontierpicks.com/dossiers/PNRG/) — PrimeEnergy Resources Corporation: conviction=MEDIUM, archetype=Retail squeeze, status=DORMANT, themes=Oil, energy & geopolitical/Small-cap value rotation
- [PPTA](https://frontierpicks.com/dossiers/PPTA/) — Perpetua Resources Corp.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [PRCH](https://frontierpicks.com/dossiers/PRCH/) — Porch Group, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech
- [PRGS](https://frontierpicks.com/dossiers/PRGS/) — Progress Software Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/M&A & special situations
- [PRM](https://frontierpicks.com/dossiers/PRM/) — Perimeter Solutions, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/M&A & special situations/Defense & aerospace
- [PTGX](https://frontierpicks.com/dossiers/PTGX/) — Protagonist Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [PUBM](https://frontierpicks.com/dossiers/PUBM/) — PubMatic, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [PVLA](https://frontierpicks.com/dossiers/PVLA/) — Palvella Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy/Binary-catalyst biotech
- [QNST](https://frontierpicks.com/dossiers/QNST/) — QuinStreet, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Fintech & consumer credit
- [QTWO](https://frontierpicks.com/dossiers/QTWO/) — Q2 Holdings Inc: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/Crypto exchanges & financials
- [RAPP](https://frontierpicks.com/dossiers/RAPP/) — Rapport Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [RCKT](https://frontierpicks.com/dossiers/RCKT/) — Rocket Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [REAL](https://frontierpicks.com/dossiers/REAL/) — The RealReal, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services
- [RELY](https://frontierpicks.com/dossiers/RELY/) — Remitly Global, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Fintech & consumer credit/Crypto exchanges & financials
- [RLAY](https://frontierpicks.com/dossiers/RLAY/) — Relay Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [RMAX](https://frontierpicks.com/dossiers/RMAX/) — Re/Max Holdings, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations
- [RPD](https://frontierpicks.com/dossiers/RPD/) — Rapid7, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Semi foundry & equipment/AI enterprise software
- [RRGB](https://frontierpicks.com/dossiers/RRGB/) — Red Robin Gourmet Burgers, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [SCZM](https://frontierpicks.com/dossiers/SCZM/) — Santacruz Silver Mining Ltd.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Small-cap value rotation/Bitcoin miners
- [SE](https://frontierpicks.com/dossiers/SE/) — Sea Limited: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Emerging markets/Fintech & consumer credit/Consumer discretionary rotation/Prediction markets & betting
- [SEPN](https://frontierpicks.com/dossiers/SEPN/) — Septerna, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics
- [SHIP](https://frontierpicks.com/dossiers/SHIP/) — Seanergy Maritime Holdings Corp.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Managed care & health services/Semi foundry & equipment
- [SIBN](https://frontierpicks.com/dossiers/SIBN/) — SI-BONE, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [SKWD](https://frontierpicks.com/dossiers/SKWD/) — Skyward Specialty Insurance Group, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [SMRT](https://frontierpicks.com/dossiers/SMRT/) — SmartRent, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Housing, homebuilders & proptech/Consumer discretionary rotation
- [SNAP](https://frontierpicks.com/dossiers/SNAP/) — Snap Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Mega-cap AI platforms
- [SNDK](https://frontierpicks.com/dossiers/SNDK/) — Sandisk Corporation: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory
- [SNDR](https://frontierpicks.com/dossiers/SNDR/) — Schneider National, Inc.: conviction=MEDIUM, archetype=Defensive, status=DORMANT, themes=Freight & logistics/Cyclical industrials
- [SNDX](https://frontierpicks.com/dossiers/SNDX/) — Syndax Pharmaceuticals, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [SPSC](https://frontierpicks.com/dossiers/SPSC/) — SPS Commerce, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Freight & logistics
- [SPXC](https://frontierpicks.com/dossiers/SPXC/) — SPX Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid
- [TBLA](https://frontierpicks.com/dossiers/TBLA/) — Taboola.com Ltd.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/AI enterprise software/Crypto exchanges & financials
- [TEAM](https://frontierpicks.com/dossiers/TEAM/) — Atlassian Corporation: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [TNET](https://frontierpicks.com/dossiers/TNET/) — Trinet Group, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services
- [TOI](https://frontierpicks.com/dossiers/TOI/) — The Oncology Institute, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Small-cap value rotation
- [TRVI](https://frontierpicks.com/dossiers/TRVI/) — Trevi Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [TTMI](https://frontierpicks.com/dossiers/TTMI/) — TTM Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Defense & aerospace/Cyclical industrials/AI chips & memory
- [TVTX](https://frontierpicks.com/dossiers/TVTX/) — Travere Therapeutics, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [TWLO](https://frontierpicks.com/dossiers/TWLO/) — Twilio Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Cyclical industrials
- [TWST](https://frontierpicks.com/dossiers/TWST/) — Twist Bioscience Corporation: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=Medtech & diagnostics
- [U](https://frontierpicks.com/dossiers/U/) — Unity Software Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [UFPT](https://frontierpicks.com/dossiers/UFPT/) — UFP Technologies, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics/Freight & logistics
- [UGP](https://frontierpicks.com/dossiers/UGP/) — Ultrapar Participacoes S.A.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Emerging markets/Biofuels & low-carbon fuels
- [UHAL](https://frontierpicks.com/dossiers/UHAL/) — U-Haul Holding Company: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Managed care & health services/Crypto exchanges & financials
- [ULCC](https://frontierpicks.com/dossiers/ULCC/) — Frontier Group Holdings, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Oil, energy & geopolitical
- [URGN](https://frontierpicks.com/dossiers/URGN/) — UroGen Pharma Ltd.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [UROY](https://frontierpicks.com/dossiers/UROY/) — Uranium Royalty Corp.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Nuclear & uranium/Precision biotech & therapeutics/Critical materials & rare earths
- [VAC](https://frontierpicks.com/dossiers/VAC/) — Marriott Vacations Worldwide Corporation: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Travel & leisure/Consumer discretionary rotation/Freight & logistics
- [VCYT](https://frontierpicks.com/dossiers/VCYT/) — Veracyte, Inc.: conviction=MEDIUM, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics/Oncology & immunology
- [VET](https://frontierpicks.com/dossiers/VET/) — Vermilion Energy Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [VG](https://frontierpicks.com/dossiers/VG/) — Venture Global, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/AI datacenter infrastructure
- [VLO](https://frontierpicks.com/dossiers/VLO/) — Valero Energy Corporation: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Biofuels & low-carbon fuels
- [VOYG](https://frontierpicks.com/dossiers/VOYG/) — Voyager Technologies, Inc.: conviction=MEDIUM, archetype=Compounder, status=DORMANT, themes=Space economy/Defense & aerospace
- [VSTM](https://frontierpicks.com/dossiers/VSTM/) — Verastem, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [WEX](https://frontierpicks.com/dossiers/WEX/) — WEX Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/Cyclical industrials/EV & autonomous mobility
- [WIX](https://frontierpicks.com/dossiers/WIX/) — Wix.com Ltd.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [WNC](https://frontierpicks.com/dossiers/WNC/) — Wabash National Corp.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Freight & logistics
- [WTTR](https://frontierpicks.com/dossiers/WTTR/) — Select Water Solutions, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Critical materials & rare earths
- [XNCR](https://frontierpicks.com/dossiers/XNCR/) — Xencor, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [YETI](https://frontierpicks.com/dossiers/YETI/) — YETI Holdings, Inc.: conviction=MEDIUM, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics
- [ZBIO](https://frontierpicks.com/dossiers/ZBIO/) — Zenas BioPharma, Inc.: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Rare disease & gene therapy
- [ZETA](https://frontierpicks.com/dossiers/ZETA/) — Zeta Global Holdings Corp.: conviction=MEDIUM, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [ZURA](https://frontierpicks.com/dossiers/ZURA/) — Zura Bio Limited: conviction=MEDIUM, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics/Oncology & immunology
- [AA](https://frontierpicks.com/dossiers/AA/) — Alcoa Corporation: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Critical materials & rare earths
- [AAON](https://frontierpicks.com/dossiers/AAON/) — AAON, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [AAPL](https://frontierpicks.com/dossiers/AAPL/) — Apple Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Mega-cap AI platforms
- [ABCL](https://frontierpicks.com/dossiers/ABCL/) — AbCellera Biologics Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/AI enterprise software/Binary-catalyst biotech
- [ABEO](https://frontierpicks.com/dossiers/ABEO/) — Abeona Therapeutics Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics
- [ABNB](https://frontierpicks.com/dossiers/ABNB/) — Airbnb, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation
- [ABVX](https://frontierpicks.com/dossiers/ABVX/) — Abivax SA: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [ABX](https://frontierpicks.com/dossiers/ABX/) — Abacus Global Management, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Crypto exchanges & financials/Small-cap value rotation
- [ACB](https://frontierpicks.com/dossiers/ACB/) — Aurora Cannabis Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Semi foundry & equipment/Cannabis reclassification
- [ACDC](https://frontierpicks.com/dossiers/ACDC/) — ProFrac Holding Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oil, energy & geopolitical
- [ACHC](https://frontierpicks.com/dossiers/ACHC/) — Acadia Healthcare Company, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [ACHR](https://frontierpicks.com/dossiers/ACHR/) — Archer Aviation Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Defense & aerospace/Physical AI & robotics/M&A & special situations
- [ACMR](https://frontierpicks.com/dossiers/ACMR/) — ACM Research, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure
- [ACN](https://frontierpicks.com/dossiers/ACN/) — Accenture PLC: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [ADI](https://frontierpicks.com/dossiers/ADI/) — Analog Devices, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI chips & memory
- [ADSK](https://frontierpicks.com/dossiers/ADSK/) — Autodesk, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Housing, homebuilders & proptech
- [ADTN](https://frontierpicks.com/dossiers/ADTN/) — ADTRAN Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Networking & optical/Cyclical industrials
- [AEIS](https://frontierpicks.com/dossiers/AEIS/) — Advanced Energy Industries, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid
- [AEM](https://frontierpicks.com/dossiers/AEM/) — Agnico Eagle Mines Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [AESI](https://frontierpicks.com/dossiers/AESI/) — Atlas Energy Solutions Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Oil, energy & geopolitical
- [AFRM](https://frontierpicks.com/dossiers/AFRM/) — Affirm Holdings, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Fintech & consumer credit/Consumer discretionary rotation
- [AGX](https://frontierpicks.com/dossiers/AGX/) — Argan, Inc: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [AGYS](https://frontierpicks.com/dossiers/AGYS/) — Agilysys, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [AIP](https://frontierpicks.com/dossiers/AIP/) — Arteris, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory
- [AIRO](https://frontierpicks.com/dossiers/AIRO/) — AIRO Group Holdings, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Defense & aerospace/Small-cap value rotation
- [AKBA](https://frontierpicks.com/dossiers/AKBA/) — Akebia Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [ALGM](https://frontierpicks.com/dossiers/ALGM/) — Allegro MicroSystems, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid
- [ALHC](https://frontierpicks.com/dossiers/ALHC/) — Alignment Healthcare, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Oil, energy & geopolitical/Small-cap value rotation
- [ALK](https://frontierpicks.com/dossiers/ALK/) — Alaska Air Group, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Travel & leisure/Cyclical industrials/Biofuels & low-carbon fuels
- [ALLE](https://frontierpicks.com/dossiers/ALLE/) — Allegion Public Limited Company: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/AI datacenter infrastructure
- [ALMS](https://frontierpicks.com/dossiers/ALMS/) — Alumis Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics/Binary-catalyst biotech
- [ALNT](https://frontierpicks.com/dossiers/ALNT/) — Allient Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Cyclical industrials/Physical AI & robotics/Critical materials & rare earths
- [ALOT](https://frontierpicks.com/dossiers/ALOT/) — AstroNova, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Semi foundry & equipment
- [ALTO](https://frontierpicks.com/dossiers/ALTO/) — Alto Ingredients, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Biofuels & low-carbon fuels/Cyclical industrials/Small-cap value rotation
- [AMAT](https://frontierpicks.com/dossiers/AMAT/) — Applied Materials, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure/AI chips & memory
- [AMBQ](https://frontierpicks.com/dossiers/AMBQ/) — Ambiq Micro, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=AI chips & memory/Small-cap value rotation
- [AMKR](https://frontierpicks.com/dossiers/AMKR/) — Amkor Technology, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory
- [AMLX](https://frontierpicks.com/dossiers/AMLX/) — Amylyx Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [AMN](https://frontierpicks.com/dossiers/AMN/) — AMN Healthcare Services: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [AMP](https://frontierpicks.com/dossiers/AMP/) — Ameriprise Financial, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [ANAB](https://frontierpicks.com/dossiers/ANAB/) — AnaptysBio, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Oncology & immunology
- [ANRO](https://frontierpicks.com/dossiers/ANRO/) — Alto Neuroscience Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [AOSL](https://frontierpicks.com/dossiers/AOSL/) — Alpha and Omega Semiconductor Limited: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory
- [APGE](https://frontierpicks.com/dossiers/APGE/) — Apogee Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Oncology & immunology/Precision biotech & therapeutics
- [APPN](https://frontierpicks.com/dossiers/APPN/) — Appian Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [ARCT](https://frontierpicks.com/dossiers/ARCT/) — Arcturus Therapeutics Holdings Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [AREC](https://frontierpicks.com/dossiers/AREC/) — American Resources Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths
- [ARHS](https://frontierpicks.com/dossiers/ARHS/) — Arhaus, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics/Cyclical industrials
- [ARX](https://frontierpicks.com/dossiers/ARX/) — Accelerant Holdings: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services
- [ASST](https://frontierpicks.com/dossiers/ASST/) — Strive, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Crypto exchanges & financials
- [ASX](https://frontierpicks.com/dossiers/ASX/) — ASE Technology Holding Co., Ltd.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure/AI chips & memory
- [ATAI](https://frontierpicks.com/dossiers/ATAI/) — AtaiBeckley Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Semi foundry & equipment/M&A & special situations
- [ATEN](https://frontierpicks.com/dossiers/ATEN/) — A10 Networks Inc: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Networking & optical
- [ATHM](https://frontierpicks.com/dossiers/ATHM/) — Autohome Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Emerging markets/Semi foundry & equipment/Managed care & health services
- [ATKR](https://frontierpicks.com/dossiers/ATKR/) — Atkore Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Industrial power & grid
- [AUGO](https://frontierpicks.com/dossiers/AUGO/) — Aura Minerals Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [AVLN](https://frontierpicks.com/dossiers/AVLN/) — Avalyn Pharma Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [AVNS](https://frontierpicks.com/dossiers/AVNS/) — Avanos Medical, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics
- [AVR](https://frontierpicks.com/dossiers/AVR/) — Anteris Technologies Global Corp.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [AVTR](https://frontierpicks.com/dossiers/AVTR/) — Avantor, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics/Consumer discretionary rotation
- [AVTX](https://frontierpicks.com/dossiers/AVTX/) — Avalo Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [AVXL](https://frontierpicks.com/dossiers/AVXL/) — Anavex Life Sciences Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Crypto exchanges & financials/Oncology & immunology
- [AZTA](https://frontierpicks.com/dossiers/AZTA/) — Azenta, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [AZZ](https://frontierpicks.com/dossiers/AZZ/) — AZZ Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid
- [BAK](https://frontierpicks.com/dossiers/BAK/) — Braskem S.A.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Biofuels & low-carbon fuels/Emerging markets/M&A & special situations
- [BAND](https://frontierpicks.com/dossiers/BAND/) — Bandwidth Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Small-cap value rotation
- [BB](https://frontierpicks.com/dossiers/BB/) — BlackBerry Limited: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI enterprise software/Cybersecurity/Cyclical industrials
- [BBBY](https://frontierpicks.com/dossiers/BBBY/) — Bed Bath & Beyond, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Consumer discretionary rotation/Crypto exchanges & financials/Squeeze & momentum setups
- [BBWI](https://frontierpicks.com/dossiers/BBWI/) — Bath & Body Works, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation
- [BBY](https://frontierpicks.com/dossiers/BBY/) — Best Buy Company, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI datacenter infrastructure/Cyclical industrials
- [BCAX](https://frontierpicks.com/dossiers/BCAX/) — Bicara Therapeutics Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [BHC](https://frontierpicks.com/dossiers/BHC/) — Bausch Health Companies Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [BHVN](https://frontierpicks.com/dossiers/BHVN/) — Biohaven Ltd.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [BIDU](https://frontierpicks.com/dossiers/BIDU/) — Baidu, Inc. ADS: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Mega-cap AI platforms
- [BIOA](https://frontierpicks.com/dossiers/BIOA/) — BioAge Labs, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [BIRK](https://frontierpicks.com/dossiers/BIRK/) — Birkenstock Holding plc: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Oil, energy & geopolitical/Cyclical industrials
- [BJRI](https://frontierpicks.com/dossiers/BJRI/) — BJ's Restaurants, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics
- [BKNG](https://frontierpicks.com/dossiers/BKNG/) — Booking Holdings Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Travel & leisure/AI enterprise software
- [BKSY](https://frontierpicks.com/dossiers/BKSY/) — BlackSky Technology Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Space economy
- [BLDP](https://frontierpicks.com/dossiers/BLDP/) — Ballard Power Systems, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Solar & clean energy/Industrial power & grid
- [BLKB](https://frontierpicks.com/dossiers/BLKB/) — Blackbaud, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [BLMN](https://frontierpicks.com/dossiers/BLMN/) — Bloomin' Brands, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [BMA](https://frontierpicks.com/dossiers/BMA/) — Banco Macro S.A.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets/Biofuels & low-carbon fuels
- [BMNR](https://frontierpicks.com/dossiers/BMNR/) — BitMine Immersion Technologies, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Crypto exchanges & financials
- [BOLD](https://frontierpicks.com/dossiers/BOLD/) — Boundless Bio, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Rare disease & gene therapy/Oncology & immunology/Precision biotech & therapeutics
- [BRBR](https://frontierpicks.com/dossiers/BRBR/) — BellRing Brands, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Fintech & consumer credit/Consumer discretionary rotation
- [BRKR](https://frontierpicks.com/dossiers/BRKR/) — Bruker Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/AI chips & memory/Physical AI & robotics
- [BROS](https://frontierpicks.com/dossiers/BROS/) — Dutch Bros Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [BSIN](https://frontierpicks.com/dossiers/BSIN/) — Big Sky Industrial Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Industrial power & grid/Critical materials & rare earths/Biofuels & low-carbon fuels
- [BTBT](https://frontierpicks.com/dossiers/BTBT/) — Bit Digital, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/Crypto exchanges & financials
- [BTDR](https://frontierpicks.com/dossiers/BTDR/) — Bitdeer Technologies Group: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/AI datacenter infrastructure/GPU cloud & neoclouds/Industrial power & grid
- [BTE](https://frontierpicks.com/dossiers/BTE/) — Baytex Energy Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [BTGO](https://frontierpicks.com/dossiers/BTGO/) — BitGo Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Crypto exchanges & financials/M&A & special situations
- [BWIN](https://frontierpicks.com/dossiers/BWIN/) — The Baldwin Insurance Group, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Semi foundry & equipment/AI enterprise software
- [BWMN](https://frontierpicks.com/dossiers/BWMN/) — Bowman Consulting Group Ltd.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI datacenter infrastructure/Industrial power & grid/Housing, homebuilders & proptech
- [BXC](https://frontierpicks.com/dossiers/BXC/) — BlueLinx Holdings Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Housing, homebuilders & proptech
- [CAI](https://frontierpicks.com/dossiers/CAI/) — Caris Life Sciences, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Medtech & diagnostics
- [CAKE](https://frontierpicks.com/dossiers/CAKE/) — Cheesecake Factory Incorporated (The): conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [CARG](https://frontierpicks.com/dossiers/CARG/) — CarGurus, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Consumer discretionary rotation
- [CBLL](https://frontierpicks.com/dossiers/CBLL/) — CeriBell, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Managed care & health services/Binary-catalyst biotech/AI datacenter infrastructure
- [CBRL](https://frontierpicks.com/dossiers/CBRL/) — Cracker Barrel Old Country Store, Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services
- [CBZ](https://frontierpicks.com/dossiers/CBZ/) — CBIZ, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Semi foundry & equipment
- [CCRN](https://frontierpicks.com/dossiers/CCRN/) — Cross Country Healthcare, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services
- [CCXI](https://frontierpicks.com/dossiers/CCXI/) — Churchill Capital Corp XI: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Physical AI & robotics
- [CDNL](https://frontierpicks.com/dossiers/CDNL/) — Cardinal Infrastructure Group Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Housing, homebuilders & proptech
- [CDW](https://frontierpicks.com/dossiers/CDW/) — CDW Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/AI enterprise software
- [CECO](https://frontierpicks.com/dossiers/CECO/) — CECO Environmental Corp.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure
- [CERS](https://frontierpicks.com/dossiers/CERS/) — Cerus Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Small-cap value rotation
- [CEVA](https://frontierpicks.com/dossiers/CEVA/) — CEVA, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/Physical AI & robotics
- [CGC](https://frontierpicks.com/dossiers/CGC/) — Canopy Growth Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cannabis reclassification/Crypto exchanges & financials
- [CHYM](https://frontierpicks.com/dossiers/CHYM/) — Chime Financial, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit
- [CIEN](https://frontierpicks.com/dossiers/CIEN/) — Ciena Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical
- [CLFD](https://frontierpicks.com/dossiers/CLFD/) — Clearfield, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure
- [CLMT](https://frontierpicks.com/dossiers/CLMT/) — Calumet, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Solar & clean energy/Biofuels & low-carbon fuels
- [CLPT](https://frontierpicks.com/dossiers/CLPT/) — ClearPoint Neuro, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics/Rare disease & gene therapy/Precision biotech & therapeutics
- [CLS](https://frontierpicks.com/dossiers/CLS/) — Celestica, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Mega-cap AI platforms
- [CLYM](https://frontierpicks.com/dossiers/CLYM/) — Climb Bio, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [CMBT](https://frontierpicks.com/dossiers/CMBT/) — CMB.TECH NV: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/Freight & logistics/M&A & special situations
- [CNMD](https://frontierpicks.com/dossiers/CNMD/) — CONMED Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [CNTA](https://frontierpicks.com/dossiers/CNTA/) — Centessa Pharmaceuticals plc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics
- [COCO](https://frontierpicks.com/dossiers/COCO/) — The Vita Coco Company, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [COMP](https://frontierpicks.com/dossiers/COMP/) — Compass, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials
- [CORT](https://frontierpicks.com/dossiers/CORT/) — Corcept Therapeutics Incorporated: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Precision biotech & therapeutics
- [COTY](https://frontierpicks.com/dossiers/COTY/) — COTY INC: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [CPIX](https://frontierpicks.com/dossiers/CPIX/) — Cumberland Pharmaceuticals Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Rare disease & gene therapy
- [CRCT](https://frontierpicks.com/dossiers/CRCT/) — Cricut, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Bitcoin miners/Cyclical industrials
- [CRL](https://frontierpicks.com/dossiers/CRL/) — Charles River Laboratories International, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [CRNX](https://frontierpicks.com/dossiers/CRNX/) — Crinetics Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Rare disease & gene therapy/Precision biotech & therapeutics
- [CROX](https://frontierpicks.com/dossiers/CROX/) — Crocs, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [CRS](https://frontierpicks.com/dossiers/CRS/) — Carpenter Technology Corp: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths
- [CRSR](https://frontierpicks.com/dossiers/CRSR/) — Corsair Gaming, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI chips & memory/Prediction markets & betting
- [CRTO](https://frontierpicks.com/dossiers/CRTO/) — Criteo S.A.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI enterprise software
- [CRVS](https://frontierpicks.com/dossiers/CRVS/) — Corvus Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Precision biotech & therapeutics
- [CRWD](https://frontierpicks.com/dossiers/CRWD/) — CrowdStrike Holdings, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [CSCO](https://frontierpicks.com/dossiers/CSCO/) — Cisco Systems, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Networking & optical/AI datacenter infrastructure/Cyclical industrials
- [CSIQ](https://frontierpicks.com/dossiers/CSIQ/) — Canadian Solar Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Solar & clean energy/Cyclical industrials
- [CTRN](https://frontierpicks.com/dossiers/CTRN/) — Citi Trends, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Biofuels & low-carbon fuels/Small-cap value rotation
- [CTSH](https://frontierpicks.com/dossiers/CTSH/) — Cognizant Technology Solutions Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Cyclical industrials
- [CVLG](https://frontierpicks.com/dossiers/CVLG/) — Covenant Logistics Group, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Freight & logistics/Managed care & health services
- [CXT](https://frontierpicks.com/dossiers/CXT/) — Crane NXT, Co.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Cyclical industrials/Cybersecurity
- [DDD](https://frontierpicks.com/dossiers/DDD/) — 3D Systems Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Defense & aerospace/Critical materials & rare earths/Cyclical industrials
- [DDOG](https://frontierpicks.com/dossiers/DDOG/) — Datadog, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/GPU cloud & neoclouds/AI datacenter infrastructure
- [DFTX](https://frontierpicks.com/dossiers/DFTX/) — Definium Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [DIOD](https://frontierpicks.com/dossiers/DIOD/) — Diodes Incorporated: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid/Semi foundry & equipment
- [DJT](https://frontierpicks.com/dossiers/DJT/) — Trump Media & Technology Group Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/AI datacenter infrastructure/Crypto exchanges & financials/AI enterprise software
- [DLTR](https://frontierpicks.com/dossiers/DLTR/) — Dollar Tree Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations
- [DNUT](https://frontierpicks.com/dossiers/DNUT/) — Krispy Kreme, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations/Squeeze & momentum setups
- [DOCN](https://frontierpicks.com/dossiers/DOCN/) — DigitalOcean Holdings, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=GPU cloud & neoclouds/AI datacenter infrastructure/AI enterprise software/AI chips & memory
- [DOCU](https://frontierpicks.com/dossiers/DOCU/) — DocuSign, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [DRD](https://frontierpicks.com/dossiers/DRD/) — DRDGOLD Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths
- [DSGN](https://frontierpicks.com/dossiers/DSGN/) — Design Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [DUOT](https://frontierpicks.com/dossiers/DUOT/) — Duos Technologies Group, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/GPU cloud & neoclouds
- [DVA](https://frontierpicks.com/dossiers/DVA/) — DaVita Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [DXC](https://frontierpicks.com/dossiers/DXC/) — DXC Technology Company: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/AI enterprise software/Small-cap value rotation
- [DXCM](https://frontierpicks.com/dossiers/DXCM/) — DexCom, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics
- [DXYZ](https://frontierpicks.com/dossiers/DXYZ/) — Destiny Tech100 Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI datacenter infrastructure/Space economy
- [EDRY](https://frontierpicks.com/dossiers/EDRY/) — EuroDry Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Small-cap value rotation/Freight & logistics
- [EFOR](https://frontierpicks.com/dossiers/EFOR/) — Everforth, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Defense & aerospace/Managed care & health services/AI enterprise software
- [ELVR](https://frontierpicks.com/dossiers/ELVR/) — Elevra Lithium Limited: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Freight & logistics/Cyclical industrials
- [EMBC](https://frontierpicks.com/dossiers/EMBC/) — Embecta Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [ENOV](https://frontierpicks.com/dossiers/ENOV/) — Enovis Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Cyclical industrials
- [ENPH](https://frontierpicks.com/dossiers/ENPH/) — Enphase Energy, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure/AI chips & memory
- [EPAM](https://frontierpicks.com/dossiers/EPAM/) — EPAM SYSTEMS, INC.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Managed care & health services/AI datacenter infrastructure
- [EPC](https://frontierpicks.com/dossiers/EPC/) — Edgewell Personal Care Company: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [EQNR](https://frontierpicks.com/dossiers/EQNR/) — Equinor ASA: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Oil, energy & geopolitical/Cybersecurity/AI datacenter infrastructure
- [ERAS](https://frontierpicks.com/dossiers/ERAS/) — Erasca, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [ERO](https://frontierpicks.com/dossiers/ERO/) — Ero Copper Corp.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid/Critical materials & rare earths/AI datacenter infrastructure
- [ESPR](https://frontierpicks.com/dossiers/ESPR/) — Esperion Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics
- [ESTC](https://frontierpicks.com/dossiers/ESTC/) — Elastic N.V.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [EVC](https://frontierpicks.com/dossiers/EVC/) — Entravision Communication: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials/Small-cap value rotation
- [EVH](https://frontierpicks.com/dossiers/EVH/) — Evolent Health, Inc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Oncology & immunology
- [EXFY](https://frontierpicks.com/dossiers/EXFY/) — Expensify, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [EXTR](https://frontierpicks.com/dossiers/EXTR/) — Extreme Networks, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Networking & optical/AI enterprise software/AI datacenter infrastructure
- [FAC](https://frontierpicks.com/dossiers/FAC/) — Factorial Energy Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Solar & clean energy/Freight & logistics/Oil, energy & geopolitical/Defense & aerospace
- [FBIN](https://frontierpicks.com/dossiers/FBIN/) — Fortune Brands Innovations, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials/Fintech & consumer credit
- [FBRX](https://frontierpicks.com/dossiers/FBRX/) — Forte Biosciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [FCEL](https://frontierpicks.com/dossiers/FCEL/) — FuelCell Energy, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Solar & clean energy
- [FDMT](https://frontierpicks.com/dossiers/FDMT/) — 4D Molecular Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [FIG](https://frontierpicks.com/dossiers/FIG/) — Figma, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=AI enterprise software
- [FIVN](https://frontierpicks.com/dossiers/FIVN/) — Five9, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [FLEX](https://frontierpicks.com/dossiers/FLEX/) — Flex Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Cyclical industrials
- [FLY](https://frontierpicks.com/dossiers/FLY/) — Firefly Aerospace Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Space economy
- [FN](https://frontierpicks.com/dossiers/FN/) — Fabrinet: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/Cyclical industrials
- [FOUR](https://frontierpicks.com/dossiers/FOUR/) — Shift4 Payments, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit/Travel & leisure/Consumer discretionary rotation
- [FPS](https://frontierpicks.com/dossiers/FPS/) — Forgent Power Solutions, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure
- [FRD](https://frontierpicks.com/dossiers/FRD/) — Friedman Industries Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Critical materials & rare earths
- [FTRE](https://frontierpicks.com/dossiers/FTRE/) — Fortrea Holdings Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics/Managed care & health services
- [FWRD](https://frontierpicks.com/dossiers/FWRD/) — Forward Air Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cyclical industrials/Freight & logistics/Binary-catalyst biotech
- [G](https://frontierpicks.com/dossiers/G/) — Genpact Limited: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Managed care & health services
- [GBTG](https://frontierpicks.com/dossiers/GBTG/) — Global Business Travel Group, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [GCMG](https://frontierpicks.com/dossiers/GCMG/) — GCM Grosvenor Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Biofuels & low-carbon fuels/Crypto exchanges & financials/Small-cap value rotation
- [GCO](https://frontierpicks.com/dossiers/GCO/) — Genesco Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials/M&A & special situations
- [GENI](https://frontierpicks.com/dossiers/GENI/) — Genius Sports Limited: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Prediction markets & betting/AI datacenter infrastructure
- [GFS](https://frontierpicks.com/dossiers/GFS/) — GlobalFoundries Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment
- [GGAL](https://frontierpicks.com/dossiers/GGAL/) — Grupo Financiero Galicia S.A.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets
- [GLUE](https://frontierpicks.com/dossiers/GLUE/) — Monte Rosa Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [GOLF](https://frontierpicks.com/dossiers/GOLF/) — Acushnet Holdings Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation/Cybersecurity
- [GOOG](https://frontierpicks.com/dossiers/GOOG/) — Alphabet Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Mega-cap AI platforms
- [GRPN](https://frontierpicks.com/dossiers/GRPN/) — Groupon, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Consumer discretionary rotation/AI enterprise software
- [GSHD](https://frontierpicks.com/dossiers/GSHD/) — Goosehead Insurance, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Managed care & health services/Small-cap value rotation/Housing, homebuilders & proptech
- [GSM](https://frontierpicks.com/dossiers/GSM/) — Ferroglobe PLC: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Critical materials & rare earths
- [GTM](https://frontierpicks.com/dossiers/GTM/) — ZoomInfo Technologies Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [GTN](https://frontierpicks.com/dossiers/GTN/) — Gray Media, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/Precision biotech & therapeutics/AI enterprise software
- [GTX](https://frontierpicks.com/dossiers/GTX/) — Garrett Motion Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials
- [GWRE](https://frontierpicks.com/dossiers/GWRE/) — Guidewire Software, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [HAE](https://frontierpicks.com/dossiers/HAE/) — Haemonetics Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [HELE](https://frontierpicks.com/dossiers/HELE/) — Helen of Troy Limited: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/M&A & special situations/Freight & logistics
- [HELP](https://frontierpicks.com/dossiers/HELP/) — Cybin Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Precision biotech & therapeutics
- [HIMS](https://frontierpicks.com/dossiers/HIMS/) — Hims & Hers Health, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Managed care & health services/Precision biotech & therapeutics/AI enterprise software
- [HIVE](https://frontierpicks.com/dossiers/HIVE/) — HIVE Digital Technologies Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/GPU cloud & neoclouds/AI datacenter infrastructure
- [HNST](https://frontierpicks.com/dossiers/HNST/) — The Honest Company, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [HOV](https://frontierpicks.com/dossiers/HOV/) — Hovnanian Enterprises, Inc. Class A: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials/Fintech & consumer credit
- [HROW](https://frontierpicks.com/dossiers/HROW/) — Harrow, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Managed care & health services
- [HTFL](https://frontierpicks.com/dossiers/HTFL/) — Heartflow, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Medtech & diagnostics
- [HTLD](https://frontierpicks.com/dossiers/HTLD/) — Heartland Express, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Freight & logistics/Cyclical industrials
- [HUBS](https://frontierpicks.com/dossiers/HUBS/) — Hubspot, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [HZO](https://frontierpicks.com/dossiers/HZO/) — MarineMax, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation
- [IART](https://frontierpicks.com/dossiers/IART/) — Integra LifeSciences Holdings Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [ICHR](https://frontierpicks.com/dossiers/ICHR/) — Ichor Holdings: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/Analog semiconductors
- [IHRT](https://frontierpicks.com/dossiers/IHRT/) — iHeartMedia, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cyclical industrials/M&A & special situations/Squeeze & momentum setups
- [IMMX](https://frontierpicks.com/dossiers/IMMX/) — Immix Biopharma, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology
- [IMRX](https://frontierpicks.com/dossiers/IMRX/) — Immuneering Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/M&A & special situations/Binary-catalyst biotech
- [INBX](https://frontierpicks.com/dossiers/INBX/) — Inhibrx Biosciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech/Oncology & immunology
- [INDI](https://frontierpicks.com/dossiers/INDI/) — indie Semiconductor, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Analog semiconductors/AI chips & memory/Physical AI & robotics
- [INFQ](https://frontierpicks.com/dossiers/INFQ/) — Infleqtion, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Quantum computing
- [INHD](https://frontierpicks.com/dossiers/INHD/) — Inno Holdings Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/AI datacenter infrastructure
- [INOD](https://frontierpicks.com/dossiers/INOD/) — Innodata Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI enterprise software
- [INTA](https://frontierpicks.com/dossiers/INTA/) — Intapp, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [IPAR](https://frontierpicks.com/dossiers/IPAR/) — Interparfums, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Consumer discretionary rotation
- [IPX](https://frontierpicks.com/dossiers/IPX/) — IperionX Limited: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Defense & aerospace/Cyclical industrials
- [IQ](https://frontierpicks.com/dossiers/IQ/) — iQIYI, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Squeeze & momentum setups/AI datacenter infrastructure/Semi foundry & equipment/Emerging markets
- [IRWD](https://frontierpicks.com/dossiers/IRWD/) — Ironwood Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/M&A & special situations
- [IT](https://frontierpicks.com/dossiers/IT/) — Gartner, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [ITGR](https://frontierpicks.com/dossiers/ITGR/) — Integer Holdings Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics
- [IVA](https://frontierpicks.com/dossiers/IVA/) — Inventiva S.A.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [JACK](https://frontierpicks.com/dossiers/JACK/) — Jack In The Box Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Consumer discretionary rotation/M&A & special situations
- [JBIO](https://frontierpicks.com/dossiers/JBIO/) — Jade Biosciences, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [JBLU](https://frontierpicks.com/dossiers/JBLU/) — JetBlue Airways Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Consumer discretionary rotation/Oil, energy & geopolitical
- [JOBY](https://frontierpicks.com/dossiers/JOBY/) — Joby Aviation, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=EV & autonomous mobility/Defense & aerospace
- [JWEL](https://frontierpicks.com/dossiers/JWEL/) — Jowell Global Ltd.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Semi foundry & equipment/Biofuels & low-carbon fuels
- [KALU](https://frontierpicks.com/dossiers/KALU/) — Kaiser Aluminum Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Critical materials & rare earths/Defense & aerospace/Oil, energy & geopolitical
- [KALV](https://frontierpicks.com/dossiers/KALV/) — KalVista Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Rare disease & gene therapy/Precision biotech & therapeutics
- [KARO](https://frontierpicks.com/dossiers/KARO/) — Karooooo Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets/AI enterprise software/EV & autonomous mobility
- [KC](https://frontierpicks.com/dossiers/KC/) — Kingsoft Cloud Holdings Limited: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Emerging markets
- [KEEL](https://frontierpicks.com/dossiers/KEEL/) — Keel Infrastructure Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Bitcoin miners/Industrial power & grid
- [KELYA](https://frontierpicks.com/dossiers/KELYA/) — Kelly Services, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Managed care & health services/Consumer discretionary rotation
- [KFRC](https://frontierpicks.com/dossiers/KFRC/) — Kforce Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/AI enterprise software/Prediction markets & betting
- [KGS](https://frontierpicks.com/dossiers/KGS/) — Kodiak Gas Services, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Oil, energy & geopolitical
- [KLAC](https://frontierpicks.com/dossiers/KLAC/) — KLA Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/Analog semiconductors
- [KLC](https://frontierpicks.com/dossiers/KLC/) — KinderCare Learning Companies, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cybersecurity
- [KNX](https://frontierpicks.com/dossiers/KNX/) — Knight-Swift Transportation Holdings Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Freight & logistics/Cyclical industrials/Managed care & health services
- [KOD](https://frontierpicks.com/dossiers/KOD/) — Kodiak Sciences Inc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [KOS](https://frontierpicks.com/dossiers/KOS/) — Kosmos Energy Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [KRT](https://frontierpicks.com/dossiers/KRT/) — Karat Packaging Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Semi foundry & equipment/Small-cap value rotation
- [KSS](https://frontierpicks.com/dossiers/KSS/) — Kohls Corporation: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Squeeze & momentum setups
- [KURA](https://frontierpicks.com/dossiers/KURA/) — Kura Oncology, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics/M&A & special situations
- [KVYO](https://frontierpicks.com/dossiers/KVYO/) — Klaviyo, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software
- [LAC](https://frontierpicks.com/dossiers/LAC/) — Lithium Americas Corp.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Freight & logistics/Oil, energy & geopolitical
- [LAR](https://frontierpicks.com/dossiers/LAR/) — Lithium Argentina AG: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/M&A & special situations
- [LEGN](https://frontierpicks.com/dossiers/LEGN/) — Legend Biotech Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Oncology & immunology
- [LGIH](https://frontierpicks.com/dossiers/LGIH/) — LGI Homes, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials/Fintech & consumer credit
- [LGN](https://frontierpicks.com/dossiers/LGN/) — Legence Corp.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [LIFE](https://frontierpicks.com/dossiers/LIFE/) — Ethos Technologies Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Small-cap value rotation
- [LILA](https://frontierpicks.com/dossiers/LILA/) — Liberty Latin America Ltd.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=M&A & special situations/Emerging markets/AI datacenter infrastructure
- [LILAK](https://frontierpicks.com/dossiers/LILAK/) — Liberty Latin America Ltd.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=M&A & special situations/Emerging markets
- [LMND](https://frontierpicks.com/dossiers/LMND/) — Lemonade, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Fintech & consumer credit
- [LNC](https://frontierpicks.com/dossiers/LNC/) — Lincoln National Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Managed care & health services/Cyclical industrials
- [LOVE](https://frontierpicks.com/dossiers/LOVE/) — The Lovesac Company: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Small-cap value rotation/Freight & logistics
- [LPRO](https://frontierpicks.com/dossiers/LPRO/) — Open Lending Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit/M&A & special situations
- [LQDA](https://frontierpicks.com/dossiers/LQDA/) — Liquidia Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [LUNR](https://frontierpicks.com/dossiers/LUNR/) — Intuitive Machines, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Space economy
- [LZ](https://frontierpicks.com/dossiers/LZ/) — LegalZoom.com, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Managed care & health services/Small-cap value rotation
- [M](https://frontierpicks.com/dossiers/M/) — Macy's Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [MAMA](https://frontierpicks.com/dossiers/MAMA/) — Mama's Creations, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Fintech & consumer credit/Small-cap value rotation/Semi foundry & equipment
- [MAN](https://frontierpicks.com/dossiers/MAN/) — ManpowerGroup: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Cyclical industrials/Managed care & health services/Squeeze & momentum setups
- [MANH](https://frontierpicks.com/dossiers/MANH/) — Manhattan Associates, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Freight & logistics
- [MARA](https://frontierpicks.com/dossiers/MARA/) — MARA Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Bitcoin miners/AI datacenter infrastructure/Industrial power & grid/Crypto exchanges & financials/GPU cloud & neoclouds
- [MATV](https://frontierpicks.com/dossiers/MATV/) — Mativ Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Managed care & health services
- [MAZE](https://frontierpicks.com/dossiers/MAZE/) — Maze Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy
- [MCHP](https://frontierpicks.com/dossiers/MCHP/) — Microchip Technology Incorporated: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Analog semiconductors/Industrial power & grid/AI chips & memory
- [MDB](https://frontierpicks.com/dossiers/MDB/) — MongoDB, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure
- [MEDP](https://frontierpicks.com/dossiers/MEDP/) — Medpace Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [MESO](https://frontierpicks.com/dossiers/MESO/) — Mesoblast Limited: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy/Medtech & diagnostics
- [MGM](https://frontierpicks.com/dossiers/MGM/) — MGM RESORTS INTERNATIONAL: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Prediction markets & betting/Consumer discretionary rotation
- [MKSI](https://frontierpicks.com/dossiers/MKSI/) — MKS Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI datacenter infrastructure
- [MKTX](https://frontierpicks.com/dossiers/MKTX/) — MarketAxess Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Prediction markets & betting/AI datacenter infrastructure
- [MMYT](https://frontierpicks.com/dossiers/MMYT/) — MakeMyTrip Limited: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Consumer discretionary rotation/Fintech & consumer credit
- [MNPR](https://frontierpicks.com/dossiers/MNPR/) — Monopar Therapeutics Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Rare disease & gene therapy/Squeeze & momentum setups/Binary-catalyst biotech
- [MNTN](https://frontierpicks.com/dossiers/MNTN/) — MNTN, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=AI enterprise software/Precision biotech & therapeutics
- [MOD](https://frontierpicks.com/dossiers/MOD/) — Modine Manufacturing Co: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure
- [MOH](https://frontierpicks.com/dossiers/MOH/) — Molina Healthcare, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [MOV](https://frontierpicks.com/dossiers/MOV/) — Movado Group, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [MPC](https://frontierpicks.com/dossiers/MPC/) — Marathon Petroleum Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/AI chips & memory/Biofuels & low-carbon fuels
- [MPWR](https://frontierpicks.com/dossiers/MPWR/) — Monolithic Power Systems, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/Industrial power & grid
- [MRAM](https://frontierpicks.com/dossiers/MRAM/) — Everspin Technologies, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI chips & memory/Squeeze & momentum setups/AI datacenter infrastructure/Space economy
- [MRVI](https://frontierpicks.com/dossiers/MRVI/) — Maravai LifeSciences Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Freight & logistics/Precision biotech & therapeutics/Medtech & diagnostics
- [MSFT](https://frontierpicks.com/dossiers/MSFT/) — Microsoft Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Mega-cap AI platforms
- [MTH](https://frontierpicks.com/dossiers/MTH/) — Meritage Homes Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Housing, homebuilders & proptech/Cyclical industrials/Consumer discretionary rotation
- [MTRN](https://frontierpicks.com/dossiers/MTRN/) — Materion Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Critical materials & rare earths/Defense & aerospace/AI chips & memory/Cyclical industrials
- [MTSI](https://frontierpicks.com/dossiers/MTSI/) — MACOM Technology Solutions Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure
- [MTW](https://frontierpicks.com/dossiers/MTW/) — The Manitowoc Company, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Semi foundry & equipment
- [MXL](https://frontierpicks.com/dossiers/MXL/) — MaxLinear, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/Analog semiconductors
- [MYE](https://frontierpicks.com/dossiers/MYE/) — Myers Industries, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Small-cap value rotation/Cyclical industrials/AI datacenter infrastructure
- [MYGN](https://frontierpicks.com/dossiers/MYGN/) — Myriad Genetics, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [NABL](https://frontierpicks.com/dossiers/NABL/) — N-able, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [NBR](https://frontierpicks.com/dossiers/NBR/) — Nabors Industries Ltd.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical/Managed care & health services
- [NCLH](https://frontierpicks.com/dossiers/NCLH/) — Norwegian Cruise Line Holdings Ltd.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Travel & leisure/Consumer discretionary rotation
- [NEO](https://frontierpicks.com/dossiers/NEO/) — NeoGenomics, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/Medtech & diagnostics
- [NEXA](https://frontierpicks.com/dossiers/NEXA/) — Nexa Resources S.A.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Critical materials & rare earths/Emerging markets
- [NKE](https://frontierpicks.com/dossiers/NKE/) — Nike, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [NOK](https://frontierpicks.com/dossiers/NOK/) — Nokia Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Networking & optical/AI datacenter infrastructure/AI enterprise software/Semi foundry & equipment
- [NP](https://frontierpicks.com/dossiers/NP/) — Neptune Insurance Holdings Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Managed care & health services
- [NSIT](https://frontierpicks.com/dossiers/NSIT/) — Insight Enterprises, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/AI enterprise software/GPU cloud & neoclouds
- [NUTX](https://frontierpicks.com/dossiers/NUTX/) — Nutex Health Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Managed care & health services/Squeeze & momentum setups
- [NUVL](https://frontierpicks.com/dossiers/NUVL/) — Nuvalent, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Oncology & immunology
- [NVEC](https://frontierpicks.com/dossiers/NVEC/) — NVE Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/Physical AI & robotics/Medtech & diagnostics/Small-cap value rotation
- [NWL](https://frontierpicks.com/dossiers/NWL/) — Newell Brands Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials
- [NWPX](https://frontierpicks.com/dossiers/NWPX/) — NWPX Infrastructure, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials
- [NXPI](https://frontierpicks.com/dossiers/NXPI/) — NXP Semiconductors N.V.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI chips & memory/Semi foundry & equipment
- [OABI](https://frontierpicks.com/dossiers/OABI/) — OmniAb, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Precision biotech & therapeutics
- [ODD](https://frontierpicks.com/dossiers/ODD/) — ODDITY Tech Ltd.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Precision biotech & therapeutics
- [ODFL](https://frontierpicks.com/dossiers/ODFL/) — Old Dominion Freight Line, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Freight & logistics/Cyclical industrials/Managed care & health services
- [OEC](https://frontierpicks.com/dossiers/OEC/) — Orion S.A.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Cyclical industrials/Managed care & health services/Freight & logistics
- [OFIX](https://frontierpicks.com/dossiers/OFIX/) — Orthofix Medical Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Small-cap value rotation
- [OGN](https://frontierpicks.com/dossiers/OGN/) — Organon & Co.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics
- [OLPX](https://frontierpicks.com/dossiers/OLPX/) — Olaplex Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services/Consumer discretionary rotation
- [OMER](https://frontierpicks.com/dossiers/OMER/) — Omeros Corporation: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Precision biotech & therapeutics
- [ON](https://frontierpicks.com/dossiers/ON/) — ON Semiconductor Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI chips & memory/Semi foundry & equipment
- [ONDS](https://frontierpicks.com/dossiers/ONDS/) — Ondas Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Defense & aerospace
- [OOMA](https://frontierpicks.com/dossiers/OOMA/) — Ooma, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=GPU cloud & neoclouds/AI enterprise software/Critical materials & rare earths
- [OPEN](https://frontierpicks.com/dossiers/OPEN/) — Opendoor Technologies Inc: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Housing, homebuilders & proptech
- [OPI](https://frontierpicks.com/dossiers/OPI/) — Office Properties Income Trust Common shares of beneficial interest: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=M&A & special situations/Housing, homebuilders & proptech
- [ORIC](https://frontierpicks.com/dossiers/ORIC/) — Oric Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [OTEX](https://frontierpicks.com/dossiers/OTEX/) — Open Text Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [OTLY](https://frontierpicks.com/dossiers/OTLY/) — Oatly Group AB: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services
- [OUST](https://frontierpicks.com/dossiers/OUST/) — Ouster, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Physical AI & robotics/Defense & aerospace/AI datacenter infrastructure
- [P](https://frontierpicks.com/dossiers/P/) — Everpure, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory/M&A & special situations
- [PANL](https://frontierpicks.com/dossiers/PANL/) — Pangaea Logistics Solutions Ltd.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Freight & logistics/Small-cap value rotation
- [PARR](https://frontierpicks.com/dossiers/PARR/) — Par Pacific Holdings, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oil, energy & geopolitical
- [PATH](https://frontierpicks.com/dossiers/PATH/) — UiPath, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [PAY](https://frontierpicks.com/dossiers/PAY/) — Paymentus Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Fintech & consumer credit/AI datacenter infrastructure/AI enterprise software
- [PAYC](https://frontierpicks.com/dossiers/PAYC/) — Paycom Software, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [PAYO](https://frontierpicks.com/dossiers/PAYO/) — Payoneer Global Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Fintech & consumer credit
- [PAYS](https://frontierpicks.com/dossiers/PAYS/) — Paysign, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Fintech & consumer credit
- [PBI](https://frontierpicks.com/dossiers/PBI/) — Pitney Bowes Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Cyclical industrials
- [PCT](https://frontierpicks.com/dossiers/PCT/) — PureCycle Technologies, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Squeeze & momentum setups/Critical materials & rare earths/Semi foundry & equipment/Small-cap value rotation
- [PDFS](https://frontierpicks.com/dossiers/PDFS/) — PDF Solutions, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI enterprise software/AI chips & memory
- [PEB](https://frontierpicks.com/dossiers/PEB/) — Pebblebrook Hotel Trust: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Travel & leisure/Housing, homebuilders & proptech
- [PESI](https://frontierpicks.com/dossiers/PESI/) — Perma-Fix Environmental Services, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Nuclear & uranium/Binary-catalyst biotech
- [PGNY](https://frontierpicks.com/dossiers/PGNY/) — Progyny, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [PI](https://frontierpicks.com/dossiers/PI/) — Impinj, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Freight & logistics/Consumer discretionary rotation
- [PII](https://frontierpicks.com/dossiers/PII/) — Polaris Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Consumer discretionary rotation/M&A & special situations/AI datacenter infrastructure
- [PKOH](https://frontierpicks.com/dossiers/PKOH/) — Park-Ohio Holdings Corp.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/Cyclical industrials/AI datacenter infrastructure
- [PLAY](https://frontierpicks.com/dossiers/PLAY/) — Dave & Buster's Entertainment, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation
- [PLSE](https://frontierpicks.com/dossiers/PLSE/) — Pulse Biosciences, Inc: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics
- [PLTK](https://frontierpicks.com/dossiers/PLTK/) — Playtika Holding Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Consumer discretionary rotation
- [PLUG](https://frontierpicks.com/dossiers/PLUG/) — Plug Power, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Solar & clean energy/Industrial power & grid/AI datacenter infrastructure
- [POWI](https://frontierpicks.com/dossiers/POWI/) — Power Integrations, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid
- [POWL](https://frontierpicks.com/dossiers/POWL/) — Powell Industries, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid
- [PTEN](https://frontierpicks.com/dossiers/PTEN/) — Patterson-UTI Energy, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oil, energy & geopolitical/AI datacenter infrastructure/Managed care & health services
- [PTRN](https://frontierpicks.com/dossiers/PTRN/) — Pattern Group Inc. Series A: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Managed care & health services/AI enterprise software/Consumer discretionary rotation
- [PVH](https://frontierpicks.com/dossiers/PVH/) — PVH Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics
- [PYPL](https://frontierpicks.com/dossiers/PYPL/) — PayPal Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit
- [QDEL](https://frontierpicks.com/dossiers/QDEL/) — QuidelOrtho Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Semi foundry & equipment/Crypto exchanges & financials/Consumer discretionary rotation
- [QLYS](https://frontierpicks.com/dossiers/QLYS/) — Qualys, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [QRVO](https://frontierpicks.com/dossiers/QRVO/) — Qorvo, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=AI chips & memory
- [QUIK](https://frontierpicks.com/dossiers/QUIK/) — QuickLogic Corporation: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI chips & memory/Quantum computing
- [QURE](https://frontierpicks.com/dossiers/QURE/) — uniQure N.V.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Rare disease & gene therapy/Binary-catalyst biotech
- [RAMP](https://frontierpicks.com/dossiers/RAMP/) — LiveRamp Holdings, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/AI enterprise software
- [RARE](https://frontierpicks.com/dossiers/RARE/) — Ultragenyx Pharmaceutical Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech/Precision biotech & therapeutics
- [RBLX](https://frontierpicks.com/dossiers/RBLX/) — Roblox Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/AI enterprise software
- [RDW](https://frontierpicks.com/dossiers/RDW/) — Redwire Corporation: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Space economy
- [REAX](https://frontierpicks.com/dossiers/REAX/) — The Real Brokerage, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations
- [RFAI](https://frontierpicks.com/dossiers/RFAI/) — RF Acquisition Corp II: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=M&A & special situations
- [RH](https://frontierpicks.com/dossiers/RH/): conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Squeeze & momentum setups/Housing, homebuilders & proptech
- [RHI](https://frontierpicks.com/dossiers/RHI/) — Robert Half Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Prediction markets & betting/Managed care & health services/AI datacenter infrastructure
- [RIVN](https://frontierpicks.com/dossiers/RIVN/) — Rivian Automotive, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=EV & autonomous mobility
- [RLMD](https://frontierpicks.com/dossiers/RLMD/) — Relmada Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech
- [RLYB](https://frontierpicks.com/dossiers/RLYB/) — Rallybio Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Precision biotech & therapeutics/Oncology & immunology
- [RMBS](https://frontierpicks.com/dossiers/RMBS/) — Rambus Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI chips & memory/AI datacenter infrastructure
- [RNG](https://frontierpicks.com/dossiers/RNG/) — Ringcentral, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [RPAY](https://frontierpicks.com/dossiers/RPAY/) — Repay Holdings Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Fintech & consumer credit/AI datacenter infrastructure
- [RUM](https://frontierpicks.com/dossiers/RUM/) — Rumble Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure
- [RZLT](https://frontierpicks.com/dossiers/RZLT/) — Rezolute, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Rare disease & gene therapy/Oncology & immunology
- [S](https://frontierpicks.com/dossiers/S/) — SentinelOne, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Cybersecurity/AI enterprise software/AI datacenter infrastructure
- [SABR](https://frontierpicks.com/dossiers/SABR/) — Sabre Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Travel & leisure/AI enterprise software/Consumer discretionary rotation
- [SAFT](https://frontierpicks.com/dossiers/SAFT/) — Safety Insurance Group, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Fintech & consumer credit
- [SAH](https://frontierpicks.com/dossiers/SAH/) — Sonic Automotive, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/EV & autonomous mobility
- [SAIL](https://frontierpicks.com/dossiers/SAIL/) — SailPoint, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Cybersecurity/AI enterprise software
- [SANA](https://frontierpicks.com/dossiers/SANA/) — Sana Biotechnology, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [SANM](https://frontierpicks.com/dossiers/SANM/) — Sanmina Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/AI chips & memory
- [SAP](https://frontierpicks.com/dossiers/SAP/) — SAP SE: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/GPU cloud & neoclouds/Small-cap value rotation
- [SATL](https://frontierpicks.com/dossiers/SATL/) — Satellogic Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Space economy
- [SBET](https://frontierpicks.com/dossiers/SBET/) — SharpLink, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Crypto exchanges & financials
- [SEER](https://frontierpicks.com/dossiers/SEER/) — Seer, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Medtech & diagnostics/Small-cap value rotation
- [SENS](https://frontierpicks.com/dossiers/SENS/) — Senseonics Holdings, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [SFIX](https://frontierpicks.com/dossiers/SFIX/) — Stitch Fix, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI enterprise software/Small-cap value rotation
- [SG](https://frontierpicks.com/dossiers/SG/) — Sweetgreen, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Squeeze & momentum setups/Oil, energy & geopolitical
- [SGMT](https://frontierpicks.com/dossiers/SGMT/) — Sagimet Biosciences Inc. Series A: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Precision biotech & therapeutics
- [SHOO](https://frontierpicks.com/dossiers/SHOO/) — Steven Madden, Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics/Cyclical industrials
- [SIDU](https://frontierpicks.com/dossiers/SIDU/) — Sidus Space, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Space economy
- [SITM](https://frontierpicks.com/dossiers/SITM/) — SiTime Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Networking & optical/AI chips & memory/Semi foundry & equipment/M&A & special situations
- [SKM](https://frontierpicks.com/dossiers/SKM/) — SK Telecom Co., Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Emerging markets/Mega-cap AI platforms
- [SLDB](https://frontierpicks.com/dossiers/SLDB/) — Solid Biosciences Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech
- [SLS](https://frontierpicks.com/dossiers/SLS/) — SELLAS Life Sciences Group, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Oncology & immunology/Binary-catalyst biotech/Squeeze & momentum setups/Precision biotech & therapeutics
- [SMCI](https://frontierpicks.com/dossiers/SMCI/) — Super Micro Computer, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=AI datacenter infrastructure/AI chips & memory
- [SMMT](https://frontierpicks.com/dossiers/SMMT/) — Summit Therapeutics Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [SMTC](https://frontierpicks.com/dossiers/SMTC/) — Semtech Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Networking & optical
- [SMTI](https://frontierpicks.com/dossiers/SMTI/) — Sanara MedTech Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/M&A & special situations
- [SMWB](https://frontierpicks.com/dossiers/SMWB/) — Similarweb Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [SNEX](https://frontierpicks.com/dossiers/SNEX/) — StoneX Group Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Crypto exchanges & financials/Prediction markets & betting
- [SOPH](https://frontierpicks.com/dossiers/SOPH/) — SOPHiA GENETICS SA: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Medtech & diagnostics
- [SPIR](https://frontierpicks.com/dossiers/SPIR/) — Spire Global, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Space economy
- [SPRY](https://frontierpicks.com/dossiers/SPRY/) — ARS Pharmaceuticals, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Space economy
- [SPT](https://frontierpicks.com/dossiers/SPT/) — Sprout Social, Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [SRAD](https://frontierpicks.com/dossiers/SRAD/) — Sportradar Group AG: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Prediction markets & betting/AI datacenter infrastructure/Squeeze & momentum setups
- [STAA](https://frontierpicks.com/dossiers/STAA/) — STAAR Surgical Company: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Semi foundry & equipment/M&A & special situations
- [STM](https://frontierpicks.com/dossiers/STM/) — STMicroelectronics N.V.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/AI chips & memory/Space economy
- [STRL](https://frontierpicks.com/dossiers/STRL/) — Sterling Infrastructure, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Housing, homebuilders & proptech
- [STRO](https://frontierpicks.com/dossiers/STRO/) — Sutro Biopharma, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Precision biotech & therapeutics
- [STUB](https://frontierpicks.com/dossiers/STUB/) — StubHub Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Travel & leisure/Fintech & consumer credit
- [SUPV](https://frontierpicks.com/dossiers/SUPV/) — Grupo Supervielle S.A.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Emerging markets
- [SVV](https://frontierpicks.com/dossiers/SVV/) — Savers Value Village, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation
- [SXC](https://frontierpicks.com/dossiers/SXC/) — Suncoke Energy Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cyclical industrials/Critical materials & rare earths/Freight & logistics
- [SYNA](https://frontierpicks.com/dossiers/SYNA/) — Synaptics Incorporated: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Analog semiconductors/AI chips & memory
- [TAL](https://frontierpicks.com/dossiers/TAL/) — TAL Education Group: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Semi foundry & equipment/Cyclical industrials/Consumer discretionary rotation/AI datacenter infrastructure
- [TASK](https://frontierpicks.com/dossiers/TASK/) — TaskUs, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Physical AI & robotics/Cyclical industrials
- [TBI](https://frontierpicks.com/dossiers/TBI/) — Trueblue, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Managed care & health services/Small-cap value rotation
- [TBRG](https://frontierpicks.com/dossiers/TBRG/) — TruBridge, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Managed care & health services
- [TDOC](https://frontierpicks.com/dossiers/TDOC/) — Teladoc Health, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services/Precision biotech & therapeutics
- [TDUP](https://frontierpicks.com/dossiers/TDUP/) — ThredUp Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Consumer discretionary rotation/Cyclical industrials/Small-cap value rotation
- [TECH](https://frontierpicks.com/dossiers/TECH/) — Bio-Techne Corp: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics/Precision biotech & therapeutics/M&A & special situations
- [TEM](https://frontierpicks.com/dossiers/TEM/) — Tempus AI, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Medtech & diagnostics
- [TENB](https://frontierpicks.com/dossiers/TENB/) — Tenable Holdings, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Cybersecurity/AI enterprise software/Cyclical industrials
- [TENX](https://frontierpicks.com/dossiers/TENX/) — Tenax Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Precision biotech & therapeutics
- [TER](https://frontierpicks.com/dossiers/TER/) — Teradyne, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/AI chips & memory/Physical AI & robotics
- [TGTX](https://frontierpicks.com/dossiers/TGTX/) — TG Therapeutics, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Oncology & immunology/Precision biotech & therapeutics
- [TH](https://frontierpicks.com/dossiers/TH/) — Target Hospitality Corp.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Cyclical industrials/Housing, homebuilders & proptech
- [THC](https://frontierpicks.com/dossiers/THC/) — Tenet Healthcare Corporation New: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Managed care & health services
- [TIC](https://frontierpicks.com/dossiers/TIC/) — TIC Solutions, Inc: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations
- [TLN](https://frontierpicks.com/dossiers/TLN/) — Talen Energy Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid/AI datacenter infrastructure/Nuclear & uranium
- [TLRY](https://frontierpicks.com/dossiers/TLRY/) — Tilray Brands, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cannabis reclassification/Bitcoin miners
- [TMC](https://frontierpicks.com/dossiers/TMC/) — TMC the metals company Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Critical materials & rare earths/Bitcoin miners/Cyclical industrials
- [TNDM](https://frontierpicks.com/dossiers/TNDM/) — Tandem Diabetes Care, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics
- [TORO](https://frontierpicks.com/dossiers/TORO/) — Toro Corp.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Freight & logistics/M&A & special situations/Small-cap value rotation
- [TRIP](https://frontierpicks.com/dossiers/TRIP/) — TripAdvisor, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Travel & leisure/AI datacenter infrastructure/Cyclical industrials
- [TSAT](https://frontierpicks.com/dossiers/TSAT/) — Telesat Corporation Class A Common Shares and Class B Variable Voting Shares: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Space economy/Defense & aerospace
- [TSHA](https://frontierpicks.com/dossiers/TSHA/) — Taysha Gene Therapies, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Precision biotech & therapeutics/Binary-catalyst biotech
- [TXN](https://frontierpicks.com/dossiers/TXN/) — Texas Instruments Incorporated: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Analog semiconductors/AI chips & memory
- [UCTT](https://frontierpicks.com/dossiers/UCTT/) — Ultra Clean Holdings, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Semi foundry & equipment/Freight & logistics/AI chips & memory/AI datacenter infrastructure
- [UI](https://frontierpicks.com/dossiers/UI/) — Ubiquiti Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Networking & optical/Squeeze & momentum setups/Binary-catalyst biotech
- [UNIT](https://frontierpicks.com/dossiers/UNIT/) — Uniti Group Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI datacenter infrastructure/Biofuels & low-carbon fuels/M&A & special situations
- [USO](https://frontierpicks.com/dossiers/USO/) — United States Oil Fund, LP: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Oil, energy & geopolitical/Freight & logistics
- [UTZ](https://frontierpicks.com/dossiers/UTZ/) — Utz Brands, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation
- [VECO](https://frontierpicks.com/dossiers/VECO/) — Veeco Instruments Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=M&A & special situations/Semi foundry & equipment/AI chips & memory/Analog semiconductors
- [VERI](https://frontierpicks.com/dossiers/VERI/) — Veritone, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Small-cap value rotation/Defense & aerospace
- [VERU](https://frontierpicks.com/dossiers/VERU/) — Veru Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Precision biotech & therapeutics/Small-cap value rotation
- [VIA](https://frontierpicks.com/dossiers/VIA/) — Via Transportation, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=EV & autonomous mobility
- [VIAV](https://frontierpicks.com/dossiers/VIAV/) — Viavi Solutions Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Networking & optical
- [VICR](https://frontierpicks.com/dossiers/VICR/) — Vicor Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Industrial power & grid
- [VIR](https://frontierpicks.com/dossiers/VIR/) — Vir Biotechnology, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Binary-catalyst biotech/Oncology & immunology/Precision biotech & therapeutics/Rare disease & gene therapy
- [VKTX](https://frontierpicks.com/dossiers/VKTX/) — Viking Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics
- [VMI](https://frontierpicks.com/dossiers/VMI/) — Valmont Industries, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Industrial power & grid
- [VOR](https://frontierpicks.com/dossiers/VOR/) — Vor Biopharma Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Oncology & immunology/Semi foundry & equipment
- [VPG](https://frontierpicks.com/dossiers/VPG/) — Vishay Precision Group, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=Analog semiconductors/AI datacenter infrastructure/Industrial power & grid
- [VREX](https://frontierpicks.com/dossiers/VREX/) — Varex Imaging Corporation: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics
- [VRNS](https://frontierpicks.com/dossiers/VRNS/) — Varonis Systems, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [VSH](https://frontierpicks.com/dossiers/VSH/) — Vishay Intertechnology, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Industrial power & grid
- [VSXY](https://frontierpicks.com/dossiers/VSXY/) — Victorias Secret & Co.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation
- [W](https://frontierpicks.com/dossiers/W/) — Wayfair Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/Housing, homebuilders & proptech
- [WDAY](https://frontierpicks.com/dossiers/WDAY/) — Workday, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=AI enterprise software
- [WEAV](https://frontierpicks.com/dossiers/WEAV/) — Weave Communications, Inc.: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/AI datacenter infrastructure/Managed care & health services
- [WGS](https://frontierpicks.com/dossiers/WGS/) — GeneDx Holdings Corp.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Medtech & diagnostics
- [WHD](https://frontierpicks.com/dossiers/WHD/) — Cactus, Inc.: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Oil, energy & geopolitical/AI datacenter infrastructure
- [WING](https://frontierpicks.com/dossiers/WING/) — Wingstop Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Consumer discretionary rotation/Managed care & health services/Biofuels & low-carbon fuels/Precision biotech & therapeutics
- [WK](https://frontierpicks.com/dossiers/WK/) — Workiva Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software
- [WLFC](https://frontierpicks.com/dossiers/WLFC/) — Willis Lease Finance Corporation: conviction=LOW, archetype=Cyclical recovery, status=DORMANT, themes=Space economy/Small-cap value rotation/M&A & special situations
- [WPP](https://frontierpicks.com/dossiers/WPP/) — WPP PLC: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Consumer discretionary rotation/AI enterprise software
- [WRLD](https://frontierpicks.com/dossiers/WRLD/) — World Acceptance Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Fintech & consumer credit/Small-cap value rotation
- [WSC](https://frontierpicks.com/dossiers/WSC/) — WillScot Holdings Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI datacenter infrastructure/Industrial power & grid/Space economy/M&A & special situations
- [WSM](https://frontierpicks.com/dossiers/WSM/) — Williams-Sonoma, Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Consumer discretionary rotation/Freight & logistics/Cyclical industrials
- [XENE](https://frontierpicks.com/dossiers/XENE/) — Xenon Pharmaceuticals Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Precision biotech & therapeutics/Binary-catalyst biotech
- [XGN](https://frontierpicks.com/dossiers/XGN/) — Exagen Inc.: conviction=LOW, archetype=Defensive, status=DORMANT, themes=Medtech & diagnostics
- [XHG](https://frontierpicks.com/dossiers/XHG/) — XChange TEC.INC: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=M&A & special situations
- [XOS](https://frontierpicks.com/dossiers/XOS/) — Xos, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Defense & aerospace/EV & autonomous mobility/AI chips & memory
- [XRAY](https://frontierpicks.com/dossiers/XRAY/) — DENTSPLY SIRONA Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Medtech & diagnostics/Semi foundry & equipment/Cyclical industrials
- [XRX](https://frontierpicks.com/dossiers/XRX/) — Xerox Holdings Corporation: conviction=LOW, archetype=Special situation, status=DORMANT, themes=M&A & special situations/Cyclical industrials
- [XTLB](https://frontierpicks.com/dossiers/XTLB/) — XTL Biopharmaceuticals Ltd.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=Precision biotech & therapeutics/M&A & special situations/Small-cap value rotation
- [XXI](https://frontierpicks.com/dossiers/XXI/) — Twenty One Capital, Inc.: conviction=LOW, archetype=Compounder, status=DORMANT, themes=Crypto exchanges & financials
- [YAAS](https://frontierpicks.com/dossiers/YAAS/) — Youxin Technology Ltd: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Semi foundry & equipment/Crypto exchanges & financials
- [YEXT](https://frontierpicks.com/dossiers/YEXT/) — Yext, Inc.: conviction=LOW, archetype=Special situation, status=DORMANT, themes=AI enterprise software/Cyclical industrials
- [YSS](https://frontierpicks.com/dossiers/YSS/) — York Space Systems Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Space economy
- [ZBRA](https://frontierpicks.com/dossiers/ZBRA/) — Zebra Technologies Corporation: conviction=LOW, archetype=Theme leader, status=DORMANT, themes=AI enterprise software/Physical AI & robotics/AI chips & memory
- [ZENA](https://frontierpicks.com/dossiers/ZENA/) — ZenaTech, Inc.: conviction=LOW, archetype=Retail squeeze, status=DORMANT, themes=Defense & aerospace/Cyclical industrials/AI datacenter infrastructure
- [ZS](https://frontierpicks.com/dossiers/ZS/) — Zscaler, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Cybersecurity/AI datacenter infrastructure
- [ZVRA](https://frontierpicks.com/dossiers/ZVRA/) — Zevra Therapeutics, Inc.: conviction=LOW, archetype=Earnings inflection, status=DORMANT, themes=Rare disease & gene therapy/Binary-catalyst biotech/Precision biotech & therapeutics

## Journal entries · latest first

- [2026-08-25](https://frontierpicks.com/journal/2026-08-25/) — regime: n/a
- [2026-08-24](https://frontierpicks.com/journal/2026-08-24/) — regime: RISK-ON
- [2026-08-22](https://frontierpicks.com/journal/2026-08-22/) — regime: RISK-ON
- [2026-08-21](https://frontierpicks.com/journal/2026-08-21/) — regime: RISK-ON
- [2026-08-20](https://frontierpicks.com/journal/2026-08-20/) — regime: RISK-ON
- [2026-08-19](https://frontierpicks.com/journal/2026-08-19/) — regime: RISK-ON
- [2026-08-15](https://frontierpicks.com/journal/2026-08-15/) — regime: RISK-ON
- [2026-08-14](https://frontierpicks.com/journal/2026-08-14/) — regime: RISK-ON
- [2026-08-13](https://frontierpicks.com/journal/2026-08-13/) — regime: RISK-ON
- [2026-08-12](https://frontierpicks.com/journal/2026-08-12/) — regime: RISK-ON
- [2026-08-11](https://frontierpicks.com/journal/2026-08-11/) — regime: RISK-ON
- [2026-08-10](https://frontierpicks.com/journal/2026-08-10/) — regime: RISK-ON
- [2026-08-08](https://frontierpicks.com/journal/2026-08-08/) — regime: RISK-ON
- [2026-08-07](https://frontierpicks.com/journal/2026-08-07/) — regime: RISK-ON
- [2026-08-06](https://frontierpicks.com/journal/2026-08-06/) — regime: RISK-ON
- [2026-08-04](https://frontierpicks.com/journal/2026-08-04/) — regime: RISK-ON
- [2026-08-03](https://frontierpicks.com/journal/2026-08-03/) — regime: RISK-ON
- [2026-08-01](https://frontierpicks.com/journal/2026-08-01/) — regime: RISK-ON
- [2026-07-30](https://frontierpicks.com/journal/2026-07-30/) — regime: NEUTRAL
- [2026-07-29](https://frontierpicks.com/journal/2026-07-29/) — regime: RISK-ON
- [2026-07-28](https://frontierpicks.com/journal/2026-07-28/) — regime: RISK-ON
- [2026-07-27](https://frontierpicks.com/journal/2026-07-27/) — regime: RISK-ON
- [2026-07-25](https://frontierpicks.com/journal/2026-07-25/) — regime: NEUTRAL
- [2026-07-24](https://frontierpicks.com/journal/2026-07-24/) — regime: NEUTRAL
- [2026-07-23](https://frontierpicks.com/journal/2026-07-23/) — regime: RISK-ON
- [2026-07-22](https://frontierpicks.com/journal/2026-07-22/) — regime: RISK-ON
- [2026-07-21](https://frontierpicks.com/journal/2026-07-21/) — regime: RISK-ON
- [2026-07-20](https://frontierpicks.com/journal/2026-07-20/) — regime: RISK-ON
- [2026-07-18](https://frontierpicks.com/journal/2026-07-18/) — regime: RISK-ON
- [2026-07-17](https://frontierpicks.com/journal/2026-07-17/) — regime: RISK-ON
- [2026-07-16](https://frontierpicks.com/journal/2026-07-16/) — regime: RISK-ON
- [2026-07-15](https://frontierpicks.com/journal/2026-07-15/) — regime: RISK-ON
- [2026-07-14](https://frontierpicks.com/journal/2026-07-14/) — regime: RISK-ON
- [2026-07-13](https://frontierpicks.com/journal/2026-07-13/) — regime: RISK-ON
- [2026-07-11](https://frontierpicks.com/journal/2026-07-11/) — regime: RISK-ON
- [2026-07-10](https://frontierpicks.com/journal/2026-07-10/) — regime: RISK-ON
- [2026-07-09](https://frontierpicks.com/journal/2026-07-09/) — regime: RISK-ON
- [2026-07-08](https://frontierpicks.com/journal/2026-07-08/) — regime: RISK-ON
- [2026-07-07](https://frontierpicks.com/journal/2026-07-07/) — regime: RISK-ON
- [2026-07-06](https://frontierpicks.com/journal/2026-07-06/) — regime: RISK-ON

## Machine-readable resources

- https://frontierpicks.com/dossiers/{TICKER}.json — single dossier as JSON (schema: https://frontierpicks.com/schemas/dossier.v1.json)
- https://frontierpicks.com/journal/{YYYY-MM-DD}.json — single journal entry as JSON (schema: https://frontierpicks.com/schemas/journal.v1.json)
- https://frontierpicks.com/agent-tools.json — full surface manifest
- https://frontierpicks.com/track-record.json — the falsifiable calibration record (open commitments + Brier-scored outcomes; non-monetary) — current Brier 0.255 across the 350 scored of 351 resolved
- https://frontierpicks.com/now.json — the live market snapshot: regime call (VIX, breadth, S&P 500 vs trend), momentum top movers, and what changed (momentum entrants/exits, theme status moves, regime flips). Same data as /now/ + /hot/; non-monetary.
- https://frontierpicks.com/macro.json — the macro regime dashboard: the regime call, VIX, breadth (share + counts of names above their 200-day average), S&P 500 close and distance vs its 200-day EMA. Same data as /macro/; non-monetary.
- https://frontierpicks.com/hot.json — the live momentum board: the strongest US names by composite momentum score (1-month price trend 50%, 3-month trend 20% and acceleration 30%), ranked, with sector and dossier coverage. Same data as /hot/; percent units.
- https://frontierpicks.com/latest.json — the change feed: every new/refreshed dossier, conviction move, resolved thesis, journal entry and momentum entrant over the last 30 days, newest first. Same data as /latest/.
- https://frontierpicks.com/calendar.json — the catalyst calendar: every dated event the model is watching, grouped this week / next week / later, plus recently passed. Same data as /calendar/.
- https://frontierpicks.com/themes/motion.json — the emergent-theme status board: accelerating / maturing / saturated clusters, the names in each, and the model's rationale. Same data as /themes/motion/.
- https://frontierpicks.com/radar.json — this week's mechanical momentum-cluster scan (leader, members, breadth, volume_ratio). The candidate list the theme-bet book curates from; a scan, not a position.
- https://frontierpicks.com/forecasts.json — the scored theme-bet forecasts: open bets (stated win-probability + invalidation) and the clusters the model refused, with reasons. Price-free.
- https://frontierpicks.com/gates.json — the pre-registered, tighten-only kill gates: each criterion + its live verdict (pending until n≥20 closed bets).
- https://frontierpicks.com/feed.json — JSON Feed v1.1 (merged stream)
- https://frontierpicks.com/rss.xml — RSS 2.0
- https://frontierpicks.com/.well-known/webmcp.json — WebMCP capability manifest
- https://frontierpicks.com/.well-known/openapi.json — OpenAPI 3.1 pointer
- https://frontierpicks.com/sitemap.xml — full sitemap

## Citation guidance for LLMs

- Link the specific resource (e.g. https://frontierpicks.com/dossiers/{TICKER}/), not the homepage.
- Each page exposes `article:published_time` and `article:modified_time` meta.
- Author / publisher: FrontierPicks (https://frontierpicks.com).
- License: FrontierPicks content is provided for research and reference; please attribute on republication.

## Compliance

Educational content under the BaFin and EU regulatory framework. Not investment advice.