If I took you for a ride, would you take it wrong?
Or would you make it right, make it right?
Looking for a pedestal that I can put you on
And be on my way, on my way
I also have a 11th watchlist entitled "Short List" (which, ironically, is the longest list of all) consisting of the stocks that I actually pay attention to, and have varying degrees of intent for addition to my portfolio in the future.
I have completed the yearly effort to update the "Short List" by combing through all 11 watchlists, looking for one particular characteristic: the stock must have consistently outperformed the market, across several historical time horizons.
The following 284 stocks made the cut. They may have questionable valuation/financials, or lack upside due to shear size, or participate in a boring business, or represent additional risks going forward; but if the point of investing in individual stocks is to beat the broader market, all of these stocks have a history of doing exactly just that...which may be the most fundamental characteristic of all.
I will track these and post an update one year from now. Find out how the choices of the last five years performed: 2020, 2019, 2018, 2017, 2016.
|
NAME |
SYMBOL |
CURRENT MKT CAP |
# YEARS ON LIST |
|
Apple Inc. |
2.478T |
- |
|
|
Tesla, Inc. |
626.742B |
- |
|
|
Taiwan Semiconductor Manufacturing Company Limited |
609.52B |
1 |
|
|
NVIDIA Corporation |
472.639B |
- |
|
|
LVMH Moët Hennessy - Louis Vuitton, Société Européenne |
398.635B |
- |
|
|
PayPal Holdings, Inc. |
348.319B |
4 |
|
|
Adobe Inc. |
288.779B |
- |
|
|
NIKE, Inc. |
255.465B |
- |
|
|
Netflix, Inc. |
240.746B |
5 |
|
|
Eli Lilly and Company |
221.986B |
- |
|
|
Thermo Fisher Scientific Inc. |
202.205B |
- |
|
|
Danaher Corporation |
200.396B |
2 |
|
|
T-Mobile US, Inc. |
184.959B |
- |
|
|
Shopify Inc. |
179.099B |
2 |
|
|
Texas Instruments Incorporated |
173.863B |
- |
|
|
Morgan Stanley |
172.346B |
- |
|
|
Hermès International Société en commandite par actions |
157.646B |
- |
|
|
Sea Limited |
140.984B |
1 |
|
|
Pinduoduo Inc. |
138.789B |
1 |
|
|
Lowe's Companies, Inc. |
138.374B |
2 |
|
|
Intuit Inc. |
137.496B |
- |
|
|
BlackRock, Inc. |
134.023B |
- |
|
|
The Charles Schwab Corporation |
133.082B |
- |
|
|
Charter Communications, Inc. |
132.996B |
- |
|
|
Sony Corporation |
127.91B |
2 |
|
|
Target Corporation |
125.131B |
2 |
|
|
Applied Materials, Inc. |
121.742B |
- |
|
|
The Estée Lauder Companies Inc. |
118.527B |
- |
|
|
Vale S.A. |
115.404B |
- |
|
|
ServiceNow, Inc. |
110.231B |
4 |
|
|
Deere & Company |
107.963B |
- |
|
|
Square, Inc. |
107.085B |
4 |
|
|
Advanced Micro Devices, Inc. |
105.622B |
- |
|
|
Zoom Video Communications, Inc. |
105.133B |
2 |
|
|
Moderna, Inc. |
104.267B |
1 |
|
|
S&P Global Inc. |
99.135B |
1 |
|
|
Anthem, Inc. |
96.986B |
- |
|
|
BYD Company Limited |
95.661B |
- |
|
|
Zoetis Inc. |
95.067B |
- |
|
|
Snap Inc. |
95.042B |
- |
|
|
Lam Research Corporation |
87.103B |
1 |
|
|
Micron Technology, Inc. |
86.593B |
- |
|
|
FedEx Corporation |
78.562B |
- |
|
|
Adyen N.V. |
78.359B |
- |
|
|
MercadoLibre, Inc. |
75.201B |
1 |
|
|
The Sherwin-Williams Company |
74.232B |
2 |
|
|
Capital One Financial Corporation |
72.396B |
- |
|
|
NIO Inc. |
71.571B |
1 |
|
|
Dell Technologies Inc. |
71.512B |
- |
|
|
Moody's Corporation |
70.153B |
4 |
|
|
Edwards Lifesciences Corporation |
66.105B |
- |
|
|
Atlassian Corporation Plc |
64.856B |
2 |
|
|
Twilio Inc. |
63.253B |
2 |
|
|
CrowdStrike Holdings, Inc. |
56.295B |
2 |
|
|
IDEXX Laboratories, Inc. |
56.065B |
3 |
|
|
Twitter, Inc. |
54.329B |
- |
|
|
DocuSign, Inc. |
53.971B |
1 |
|
|
Roku, Inc. |
53.754B |
3 |
|
|
NXP Semiconductors N.V. |
53.608B |
- |
|
|
Lululemon Athletica Inc. |
50.918B |
2 |
|
|
Align Technology, Inc. |
49.199B |
- |
|
|
Veeva Systems Inc. |
47.851B |
4 |
|
|
KLA Corporation |
46.559B |
1 |
|
|
T. Rowe Price Group, Inc. |
46.376B |
- |
|
|
MSCI Inc. |
46.144B |
1 |
|
|
Match Group, Inc. |
45.021B |
1 |
|
|
Pinterest, Inc. |
44.599B |
- |
|
|
Chipotle Mexican Grill, Inc. |
44.53B |
2 |
|
|
Roblox Corporation |
44.037B |
- |
|
|
Carrier Global Corporation |
43.013B |
- |
|
|
DexCom, Inc. |
42.688B |
3 |
|
|
Synopsys, Inc. |
42.367B |
1 |
|
|
Fortinet, Inc. |
41.858B |
2 |
|
|
Palantir Technologies Inc. |
40.365B |
- |
|
|
Cadence Design Systems, Inc. |
38.275B |
1 |
|
|
Palo Alto Networks, Inc. |
37.772B |
- |
|
|
Okta, Inc. |
36.361B |
2 |
|
|
First Republic Bank |
35.23B |
- |
|
|
The Trade Desk, Inc. |
34.251B |
2 |
|
|
KKR & Co. Inc. |
34.22B |
- |
|
|
Mettler-Toledo International Inc. |
33.416B |
- |
|
|
Peloton Interactive, Inc. |
33.167B |
1 |
|
|
Copart, Inc. |
33B |
- |
|
|
Chewy, Inc. |
32.191B |
- |
|
|
Datadog, Inc. |
31.911B |
1 |
|
|
Cloudflare, Inc. |
31.892B |
1 |
|
|
SVB Financial Group |
31.542B |
- |
|
|
Skyworks Solutions, Inc. |
31.447B |
- |
|
|
XPeng Inc. |
30.936B |
- |
|
|
Equifax Inc. |
30.511B |
- |
|
|
Nasdaq, Inc. |
30.423B |
5 |
|
|
EPAM Systems, Inc. |
30.366B |
2 |
|
|
Zscaler, Inc. |
30.043B |
1 |
|
|
Old Dominion Freight Line, Inc. |
30.013B |
1 |
|
|
Wayfair Inc. |
29.876B |
1 |
|
|
Keysight Technologies, Inc. |
28.842B |
- |
|
|
Garmin Ltd. |
28.651B |
- |
|
|
Arista Networks, Inc. |
28.09B |
- |
|
|
CBRE Group, Inc. |
28.027B |
- |
|
|
Li Auto Inc. |
28.026B |
- |
|
|
Zebra Technologies Corporation |
27.966B |
- |
|
|
West Pharmaceutical Services, Inc. |
27.459B |
- |
|
|
Generac Holdings Inc. |
27.25B |
1 |
|
|
Unity Software Inc. |
27.034B |
- |
|
|
Seattle Genetics, Inc. |
26.127B |
1 |
|
|
Zillow Group, Inc. |
26.08B |
5 |
|
|
HubSpot, Inc. |
25.733B |
1 |
|
|
Carvana Co. |
25.198B |
- |
|
|
CDW Corporation |
24.586B |
- |
|
|
RingCentral, Inc. |
24.466B |
1 |
|
|
Afterpay Limited |
23.87B |
- |
|
|
Etsy, Inc. |
23.171B |
1 |
|
|
Waters Corporation |
22.969B |
- |
|
|
United Rentals, Inc. |
22.778B |
- |
|
|
Teladoc Health, Inc. |
22.593B |
3 |
|
|
Enphase Energy, Inc. |
22.43B |
1 |
|
|
Burlington Stores, Inc. |
21.944B |
- |
|
|
Albemarle Corporation |
21.69B |
- |
|
|
MongoDB, Inc. |
21.623B |
1 |
|
|
Horizon Therapeutics Public Limited Company |
21.304B |
- |
|
|
Teradyne, Inc. |
20.472B |
2 |
|
|
Trimble Inc. |
20.313B |
- |
|
|
Teledyne Technologies Incorporated |
20.311B |
- |
|
|
Tradeweb Markets Inc. |
19.895B |
1 |
|
|
Futu Holdings Limited |
19.771B |
1 |
|
|
Seagate Technology Holdings plc |
19.717B |
- |
|
|
Charles River Laboratories International, Inc. |
19.204B |
2 |
|
|
NovoCure Limited |
18.872B |
- |
|
|
Domino's Pizza, Inc. |
18.826B |
1 |
|
|
Ubiquiti Inc. |
18.69B |
5 |
|
|
10x Genomics, Inc. |
18.671B |
1 |
|
|
Pool Corporation |
18.453B |
1 |
|
|
StoneCo Ltd. |
18.02B |
1 |
|
|
DraftKings Inc. |
18.006B |
1 |
|
|
Insulet Corporation |
17.838B |
- |
|
|
NetApp, Inc. |
17.672B |
- |
|
|
NVR, Inc. |
17.547B |
- |
|
|
Live Nation Entertainment, Inc. |
17.479B |
- |
|
|
Monolithic Power Systems, Inc. |
17.364B |
1 |
|
|
HEICO Corporation |
17.201B |
- |
|
|
Bill.com Holdings, Inc. |
16.778B |
1 |
|
|
Dynatrace, Inc. |
16.514B |
1 |
|
|
XPO Logistics, Inc. |
16.16B |
- |
|
|
Zendesk, Inc. |
16.123B |
1 |
|
|
NICE Ltd. |
16.064B |
3 |
|
|
Entegris, Inc. |
15.579B |
- |
|
|
ON Semiconductor Corporation |
15.5B |
- |
|
|
Fair Isaac Corporation |
14.945B |
4 |
|
|
Cognex Corporation |
14.877B |
1 |
|
|
Masimo Corporation |
14.63B |
2 |
|
|
Signature Bank |
14.387B |
- |
|
|
RH |
14.043B |
1 |
|
|
Steel Dynamics, Inc. |
13.015B |
- |
|
|
Graco Inc. |
12.947B |
- |
|
|
Elastic N.V. |
12.737B |
1 |
|
|
Avalara, Inc. |
12.594B |
1 |
|
|
SolarEdge Technologies, Inc. |
12.537B |
1 |
|
|
Quanta Services, Inc. |
12.308B |
- |
|
|
IAC/InterActiveCorp |
12.153B |
4 |
|
|
Williams-Sonoma, Inc. |
11.864B |
- |
|
|
Five9, Inc. |
11.838B |
2 |
|
|
Chegg, Inc. |
11.563B |
1 |
|
|
The Boston Beer Company, Inc. |
11.437B |
2 |
|
|
Ozon Holdings PLC |
11.246B |
- |
|
|
Axon Enterprise, Inc. |
11.23B |
- |
|
|
Floor & Decor Holdings, Inc. |
11.143B |
- |
|
|
Trex Company, Inc. |
11.079B |
1 |
|
|
Darling Ingredients Inc. |
10.993B |
- |
|
|
McAfee Corp. |
10.975B |
- |
|
|
Repligen Corporation |
10.822B |
1 |
|
|
Penn National Gaming, Inc. |
10.762B |
- |
|
|
Pegasystems Inc. |
10.677B |
2 |
|
|
Lightspeed POS Inc. |
10.622B |
- |
|
|
Morningstar, Inc. |
10.609B |
- |
|
|
GFL Environmental Inc. |
10.413B |
- |
|
|
Five Below, Inc. |
10.393B |
- |
|
|
Paylocity Holding Corporation |
10.339B |
2 |
|
|
CRISPR Therapeutics AG |
10.209B |
1 |
|
|
Cree, Inc. |
10.19B |
3 |
|
|
Intellia Therapeutics, Inc. |
9.983B |
- |
|
|
QuantumScape Corporation |
9.613B |
- |
|
|
Sunrun Inc. |
9.607B |
1 |
|
|
Maravai LifeSciences Holdings, Inc. |
9.595B |
- |
|
|
Syneos Health, Inc. |
9.115B |
- |
|
|
Globant S.A. |
8.996B |
1 |
|
|
Manhattan Associates, Inc. |
8.882B |
1 |
|
|
DICK'S Sporting Goods, Inc. |
8.83B |
- |
|
|
Upstart Holdings, Inc. |
8.697B |
- |
|
|
AutoNation, Inc. |
8.321B |
- |
|
|
FirstService Corporation |
7.709B |
- |
|
|
Global-e Online Ltd. |
7.708B |
- |
|
|
Virgin Galactic Holdings, Inc. |
7.644B |
- |
|
|
MasTec, Inc. |
7.545B |
- |
|
|
Fiverr International Ltd. |
7.52B |
- |
|
|
ChargePoint Holdings, Inc. |
7.453B |
- |
|
|
II-VI Incorporated |
7.384B |
- |
|
|
SiteOne Landscape Supply, Inc. |
7.38B |
1 |
|
|
Fate Therapeutics, Inc. |
7.213B |
- |
|
|
Lattice Semiconductor Corporation |
7.042B |
- |
|
|
Affiliated Managers Group, Inc. |
7.026B |
- |
|
|
Stifel Financial Corp. |
6.86B |
- |
|
|
Tetra Tech, Inc. |
6.708B |
- |
|
|
Freshpet, Inc. |
6.639B |
- |
|
|
BJ's Wholesale Club Holdings, Inc. |
6.552B |
1 |
|
|
Fox Factory Holding Corp. |
6.361B |
2 |
|
|
BlackLine, Inc. |
6.352B |
1 |
|
|
Upwork Inc. |
6.181B |
- |
|
|
Skillz Inc. |
6.058B |
- |
|
|
Stamps.com Inc. |
5.916B |
1 |
|
|
MP Materials Corp. |
5.884B |
- |
|
|
Stitch Fix, Inc. |
5.875B |
- |
|
|
The Descartes Systems Group Inc |
5.819B |
1 |
|
|
Redfin Corporation |
5.764B |
1 |
|
|
ShockWave Medical, Inc. |
5.737B |
- |
|
|
Digital Turbine, Inc. |
5.63B |
1 |
|
|
Beam Therapeutics Inc. |
5.601B |
- |
|
|
Rapid7, Inc. |
5.564B |
- |
|
|
Twist Bioscience Corporation |
5.522B |
- |
|
|
Daqo New Energy Corp. |
5.06B |
1 |
|
|
Progyny, Inc. |
4.884B |
- |
|
|
Innovative Industrial Properties, Inc. |
4.879B |
- |
|
|
Power Integrations, Inc. |
4.849B |
1 |
|
|
eXp World Holdings, Inc. |
4.833B |
- |
|
|
Colliers International Group Inc. |
4.801B |
- |
|
|
Inspire Medical Systems, Inc. |
4.741B |
1 |
|
|
Vir Biotechnology, Inc. |
4.717B |
- |
|
|
Reata Pharmaceuticals, Inc. |
4.667B |
- |
|
|
Revolve Group, Inc. |
4.659B |
- |
|
|
SailPoint Technologies Holdings, Inc. |
4.311B |
- |
|
|
Trupanion, Inc. |
4.189B |
- |
|
|
Inari Medical, Inc. |
4.186B |
- |
|
|
Sonos, Inc. |
4.147B |
- |
|
|
Cerence Inc. |
4.097B |
1 |
|
|
APi Group Corporation |
4.094B |
- |
|
|
CareDx, Inc |
4.064B |
- |
|
|
Cardlytics, Inc. |
4.052B |
1 |
|
|
PennyMac Financial Services, Inc. |
3.959B |
1 |
|
|
InMode Ltd. |
3.914B |
- |
|
|
LGI Homes, Inc. |
3.907B |
1 |
|
|
Overstock.com, Inc. |
3.713B |
- |
|
|
ServisFirst Bancshares, Inc. |
3.647B |
- |
|
|
Shutterstock, Inc. |
3.634B |
- |
|
|
fuboTV Inc. |
3.609B |
- |
|
|
SPS Commerce, Inc. |
3.454B |
1 |
|
|
Fabrinet |
3.368B |
- |
|
|
Camping World Holdings, Inc. |
3.342B |
1 |
|
|
Stem, Inc. |
3.322B |
- |
|
|
Walker & Dunlop, Inc. |
3.194B |
- |
|
|
Phreesia, Inc. |
3.191B |
- |
|
|
The Lion Electric Company |
2.876B |
- |
|
|
JinkoSolar Holding Co., Ltd. |
2.873B |
- |
|
|
Editas Medicine, Inc. |
2.848B |
- |
|
|
BioCryst Pharmaceuticals, Inc. |
2.808B |
- |
|
|
Riot Blockchain, Inc. |
2.708B |
- |
|
|
Health Catalyst, Inc. |
2.437B |
- |
|
|
Yalla Group Limited |
2.343B |
- |
|
|
GrowGeneration Corp. |
2.341B |
- |
|
|
XPEL, Inc. |
2.325B |
- |
|
|
Fulgent Genetics, Inc. |
2.223B |
- |
|
|
Niu Technologies |
2.197B |
- |
|
|
MicroVision, Inc. |
2.173B |
- |
|
|
Raven Industries, Inc. |
2.051B |
- |
|
|
BioLife Solutions, Inc. |
1.767B |
- |
|
|
Avid Technology, Inc. |
1.728B |
- |
|
|
EHang Holdings Limited |
1.689B |
- |
|
|
Danimer Scientific, Inc. |
1.677B |
- |
|
|
Purple Innovation, Inc. |
1.667B |
1 |
|
|
Porch Group, Inc. |
1.66B |
- |
|
|
PAR Technology Corporation |
1.644B |
- |
|
|
Castle Biosciences, Inc. |
1.627B |
- |
|
|
TPI Composites, Inc. |
1.493B |
- |
|
|
Mission Produce, Inc. |
1.387B |
- |
|
|
NeoGames S.A. |
1.317B |
- |
|
|
Axcelis Technologies, Inc. |
1.189B |
1 |
|
|
AudioCodes Ltd. |
1.067B |
1 |
|
|
Eos Energy Enterprises, Inc. |
999.614M |
- |
|
|
DMC Global Inc. |
960.12M |
- |
|
|
Mind Medicine (MindMed) Inc. |
951.892M |
- |
|
|
Semler Scientific, Inc. |
862.009M |
- |
|
|
CarParts.com, Inc. |
823.825M |
- |
|
|
CM Life Sciences, Inc. |
636.454M |
- |
|
|
Chicken Soup for the Soul Entertainment, Inc. |
607.662M |
- |
|
|
Enthusiast Gaming Holdings Inc. |
601.869M |
- |
|
|
Turtle Beach Corporation |
453.102M |
- |
