A thousand doors, a thousand lies
Rooms a thousand years wide
I walk in the cold sun and wind
All these years can not begin
"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."
One year later, it is time to review the results of my would-be superlist:
- 32 of 284 stocks (11%) increased in value;
- an additional 23 stocks (8%) outperformed the S&P 500;
- an additional 45 stocks (16%) outperformed the NASDAQ Composite;
- an additional 179 stocks (63%) decreased in value; and
- the remaining 5 stocks no longer trade as independent companies.
See below for the full list results.
NAME |
SYMBOL |
CURRENT MKT CAP |
1 YR. MKT CAP |
% CHANGE |
Quanta Services, Inc. |
18.127B |
12.308B |
47.28% |
|
BYD Company Limited |
133.018B |
95.661B |
39.05% |
|
Eli Lilly and Company |
308.526B |
221.986B |
38.98% |
|
SailPoint Technologies Holdings, Inc. |
5.948B |
4.311B |
37.97% |
|
Palo Alto Networks, Inc. |
50.985B |
37.772B |
34.98% |
|
Axcelis Technologies, Inc. |
1.583B |
1.189B |
33.14% |
|
ON Semiconductor Corporation |
20.352B |
15.5B |
31.30% |
|
BJ's Wholesale Club Holdings, Inc. |
8.602B |
6.552B |
31.29% |
|
Li Auto Inc. |
36.372B |
28.026B |
29.78% |
|
Seagen Inc. |
33.154B |
26.127B |
26.90% |
|
ShockWave Medical, Inc. |
7.109B |
5.737B |
23.91% |
|
SolarEdge Technologies, Inc. |
15.304B |
12.537B |
22.07% |
|
Anthem, Inc. |
116.343B |
96.986B |
19.96% |
|
Enphase Energy, Inc. |
26.428B |
22.43B |
17.82% |
|
ServisFirst Bancshares, Inc. |
4.296B |
3.647B |
17.80% |
|
S&P Global Inc. |
116.698B |
99.135B |
17.72% |
|
SPS Commerce, Inc. |
4.023B |
3.454B |
16.47% |
|
KKR & Co. Inc. |
39.847B |
34.22B |
16.44% |
|
JinkoSolar Holding Co., Ltd. |
3.281B |
2.873B |
14.20% |
|
Advanced Micro Devices, Inc. |
119.383B |
105.622B |
13.03% |
|
Tesla, Inc. |
706.6B |
626.742B |
12.74% |
|
Tetra Tech, Inc. |
7.451B |
6.708B |
11.08% |
|
Albemarle Corporation |
24.026B |
21.69B |
10.77% |
|
Inspire Medical Systems, Inc. |
5.219B |
4.741B |
10.08% |
|
Fortinet, Inc. |
46.047B |
41.858B |
10.01% |
|
Synopsys, Inc. |
46.079B |
42.367B |
8.76% |
|
Live Nation Entertainment, Inc. |
18.943B |
17.479B |
8.38% |
|
Cadence Design Systems, Inc. |
41.265B |
38.275B |
7.81% |
|
Thermo Fisher Scientific Inc. |
214.627B |
202.205B |
6.14% |
|
Daqo New Energy Corp. |
5.267B |
5.06B |
4.09% |
|
Arista Networks, Inc. |
28.705B |
28.09B |
2.19% |
|
Walker & Dunlop, Inc. |
3.251B |
3.194B |
1.78% |
|
Datadog, Inc. |
31.832B |
31.911B |
-0.25% |
|
Colliers International Group Inc. |
4.74B |
4.801B |
-1.27% |
|
Old Dominion Freight Line, Inc. |
29.587B |
30.013B |
-1.42% |
|
Monolithic Power Systems, Inc. |
17.022B |
17.364B |
-1.97% |
|
Morningstar, Inc. |
10.237B |
10.609B |
-3.51% |
|
Steel Dynamics, Inc. |
12.497B |
13.015B |
-3.98% |
|
MP Materials Corp. |
5.603B |
5.884B |
-4.78% |
|
Paylocity Holding Corporation |
9.804B |
10.339B |
-5.17% |
|
Danaher Corporation |
187.622B |
200.396B |
-6.37% |
|
HEICO Corporation |
16B |
17.201B |
-6.98% |
|
T-Mobile US, Inc. |
171.502B |
184.959B |
-7.28% |
|
Darling Ingredients Inc. |
10.114B |
10.993B |
-8.00% |
|
The Descartes Systems Group Inc |
5.352B |
5.819B |
-8.03% |
|
Edwards Lifesciences Corporation |
60.552B |
66.105B |
-8.40% |
|
The Charles Schwab Corporation |
121.215B |
133.082B |
-8.92% |
|
KLA Corporation |
42.272B |
46.559B |
-9.21% |
|
Apple Inc. |
2.249T |
2.478T |
-9.24% |
|
Lattice Semiconductor Corporation |
6.231B |
7.042B |
-11.52% |
|
Fabrinet |
2.98B |
3.368B |
-11.52% |
|
Waters Corporation |
20.293B |
22.969B |
-11.65% |
|
CBRE Group, Inc. |
24.74B |
28.027B |
-11.73% |
|
ServiceNow, Inc. |
97.095B |
110.231B |
-11.92% |
|
Insulet Corporation |
15.703B |
17.838B |
-11.97% |
|
S&P 500 |
|
|
|
-12.37% |
Teledyne Technologies Incorporated |
17.783B |
20.311B |
-12.45% |
|
Horizon Therapeutics Public Limited Company |
18.584B |
21.304B |
-12.77% |
|
Inari Medical, Inc. |
3.648B |
4.186B |
-12.85% |
|
Stifel Financial Corp. |
5.968B |
6.86B |
-13.00% |
|
CDW Corporation |
21.213B |
24.586B |
-13.72% |
|
Zoetis Inc. |
81.988B |
95.067B |
-13.76% |
|
APi Group Corporation |
3.521B |
4.094B |
-14.00% |
|
Deere & Company |
92.189B |
107.963B |
-14.61% |
|
Repligen Corporation |
9.231B |
10.822B |
-14.70% |
|
GFL Environmental Inc. |
8.875B |
10.413B |
-14.77% |
|
Keysight Technologies, Inc. |
24.5B |
28.842B |
-15.05% |
|
MongoDB, Inc. |
18.324B |
21.623B |
-15.26% |
|
XPeng Inc. |
26.166B |
30.936B |
-15.42% |
|
Power Integrations, Inc. |
4.089B |
4.849B |
-15.67% |
|
Nasdaq, Inc. |
25.622B |
30.423B |
-15.78% |
|
Manhattan Associates, Inc. |
7.399B |
8.882B |
-16.70% |
|
West Pharmaceutical Services, Inc. |
22.796B |
27.459B |
-16.98% |
|
The Sherwin-Williams Company |
61.191B |
74.232B |
-17.57% |
|
Chipotle Mexican Grill, Inc. |
36.541B |
44.53B |
-17.94% |
|
Lowe's Companies, Inc. |
113.356B |
138.374B |
-18.08% |
|
Globant S.A. |
7.35B |
8.996B |
-18.30% |
|
Syneos Health, Inc. |
7.341B |
9.115B |
-19.46% |
|
Signature Bank |
11.586B |
14.387B |
-19.47% |
|
AutoNation, Inc. |
6.696B |
8.321B |
-19.53% |
|
Tradeweb Markets Inc. |
15.983B |
19.895B |
-19.66% |
|
Intuit Inc. |
109.533B |
137.496B |
-20.34% |
|
Ubiquiti Inc. |
14.85B |
18.69B |
-20.55% |
|
Copart, Inc. |
26.184B |
33B |
-20.65% |
|
Sony Corporation |
100.98B |
127.91B |
-21.05% |
|
Mettler-Toledo International Inc. |
26.351B |
33.416B |
-21.14% |
|
Texas Instruments Incorporated |
136.974B |
173.863B |
-21.22% |
|
NetApp, Inc. |
13.886B |
17.672B |
-21.42% |
|
Maravai LifeSciences Holdings, Inc. |
7.503B |
9.595B |
-21.80% |
|
NVR, Inc. |
13.714B |
17.547B |
-21.84% |
|
LVMH Moët Hennessy - Louis Vuitton, Société Européenne |
310.923B |
398.635B |
-22.00% |
|
Morgan Stanley |
134.257B |
172.346B |
-22.10% |
|
Graco Inc. |
10.069B |
12.947B |
-22.23% |
|
The Estée Lauder Companies Inc. |
91.667B |
118.527B |
-22.66% |
|
NICE Ltd. |
12.418B |
16.064B |
-22.70% |
|
Domino's Pizza, Inc. |
14.548B |
18.826B |
-22.72% |
|
Atlassian Corporation Plc |
50.066B |
64.856B |
-22.80% |
|
Entegris, Inc. |
12.009B |
15.579B |
-22.92% |
|
United Rentals, Inc. |
17.499B |
22.778B |
-23.18% |
|
NVIDIA Corporation |
361.913B |
472.639B |
-23.43% |
|
Pool Corporation |
14.086B |
18.453B |
-23.67% |
|
NASDAQ Composite |
|
|
|
-24.06% |
Fulgent Genetics, Inc. |
1.684B |
2.223B |
-24.25% |
|
Seagate Technology Holdings plc |
14.844B |
19.717B |
-24.71% |
|
First Republic Bank |
26.482B |
35.23B |
-24.83% |
|
Equifax Inc. |
22.822B |
30.511B |
-25.20% |
|
SVB Financial Group |
23.58B |
31.542B |
-25.24% |
|
Hermès International Société en commandite par actions |
117.331B |
157.646B |
-25.57% |
|
Mission Produce, Inc. |
1.031B |
1.387B |
-25.67% |
|
CrowdStrike Holdings, Inc. |
41.599B |
56.295B |
-26.11% |
|
FedEx Corporation |
57.955B |
78.562B |
-26.23% |
|
MSCI Inc. |
33.947B |
46.144B |
-26.43% |
|
Zscaler, Inc. |
22.041B |
30.043B |
-26.64% |
|
SiteOne Landscape Supply, Inc. |
5.4B |
7.38B |
-26.83% |
|
MasTec, Inc. |
5.48B |
7.545B |
-27.37% |
|
Vir Biotechnology, Inc. |
3.425B |
4.717B |
-27.39% |
|
Moody's Corporation |
50.721B |
70.153B |
-27.70% |
|
BioCryst Pharmaceuticals, Inc. |
2.012B |
2.808B |
-28.35% |
|
NXP Semiconductors N.V. |
38.358B |
53.608B |
-28.45% |
|
Rapid7, Inc. |
3.974B |
5.564B |
-28.58% |
|
Trimble Inc. |
14.506B |
20.313B |
-28.59% |
|
DexCom, Inc. |
30.47B |
42.688B |
-28.62% |
|
Dynatrace, Inc. |
11.763B |
16.514B |
-28.77% |
|
Carrier Global Corporation |
30.537B |
43.013B |
-29.01% |
|
Fair Isaac Corporation |
10.587B |
14.945B |
-29.16% |
|
II-VI Incorporated |
5.23B |
7.384B |
-29.17% |
|
Bill.com Holdings, Inc. |
11.854B |
16.778B |
-29.35% |
|
FirstService Corporation |
5.432B |
7.709B |
-29.54% |
|
DICK'S Sporting Goods, Inc. |
6.189B |
8.83B |
-29.91% |
|
BlackRock, Inc. |
93.432B |
134.023B |
-30.29% |
|
Micron Technology, Inc. |
59.909B |
86.593B |
-30.82% |
|
Avid Technology, Inc. |
1.174B |
1.728B |
-32.06% |
|
AudioCodes Ltd. |
0.718B |
1.067B |
-32.71% |
|
Teradyne, Inc. |
13.745B |
20.472B |
-32.86% |
|
Garmin Ltd. |
19.021B |
28.651B |
-33.61% |
|
Veeva Systems Inc. |
31.606B |
47.851B |
-33.95% |
|
Lululemon Athletica Inc. |
33.619B |
50.918B |
-33.97% |
|
Taiwan Semiconductor Manufacturing Company Limited |
399.307B |
609.52B |
-34.49% |
|
Williams-Sonoma, Inc. |
7.757B |
11.864B |
-34.62% |
|
Affiliated Managers Group, Inc. |
4.556B |
7.026B |
-35.16% |
|
Innovative Industrial Properties, Inc. |
3.131B |
4.879B |
-35.83% |
|
BlackLine, Inc. |
4.034B |
6.352B |
-36.49% |
|
Lam Research Corporation |
54.769B |
87.103B |
-37.12% |
|
PennyMac Financial Services, Inc. |
2.483B |
3.959B |
-37.28% |
|
PAR Technology Corporation |
1.031B |
1.644B |
-37.29% |
|
NIKE, Inc. |
159.234B |
255.465B |
-37.67% |
|
Floor & Decor Holdings, Inc. |
6.878B |
11.143B |
-38.28% |
|
Applied Materials, Inc. |
75.05B |
121.742B |
-38.35% |
|
Charter Communications, Inc. |
80.726B |
132.996B |
-39.30% |
|
Vale S.A. |
70.01B |
115.404B |
-39.33% |
|
Five Below, Inc. |
6.27B |
10.393B |
-39.67% |
|
Adobe Inc. |
172.449B |
288.779B |
-40.28% |
|
Trupanion, Inc. |
2.484B |
4.189B |
-40.70% |
|
The Trade Desk, Inc. |
20.26B |
34.251B |
-40.85% |
|
Pinduoduo Inc. |
81.958B |
138.789B |
-40.95% |
|
Axon Enterprise, Inc. |
6.62B |
11.23B |
-41.05% |
|
Adyen N.V. |
45.928B |
78.359B |
-41.39% |
|
HubSpot, Inc. |
14.983B |
25.733B |
-41.78% |
|
Capital One Financial Corporation |
41.986B |
72.396B |
-42.01% |
|
Charles River Laboratories International, Inc. |
11.118B |
19.204B |
-42.11% |
|
Trex Company, Inc. |
6.373B |
11.079B |
-42.48% |
|
ChargePoint Holdings, Inc. |
4.276B |
7.453B |
-42.63% |
|
Shutterstock, Inc. |
2.079B |
3.634B |
-42.79% |
|
Moderna, Inc. |
59.644B |
104.267B |
-42.80% |
|
Zendesk, Inc. |
9.185B |
16.123B |
-43.03% |
|
EPAM Systems, Inc. |
17.266B |
30.366B |
-43.14% |
|
IAC/InterActiveCorp |
6.897B |
12.153B |
-43.25% |
|
T. Rowe Price Group, Inc. |
26.21B |
46.376B |
-43.48% |
|
LGI Homes, Inc. |
2.203B |
3.907B |
-43.61% |
|
Zebra Technologies Corporation |
15.719B |
27.966B |
-43.79% |
|
Five9, Inc. |
6.589B |
11.838B |
-44.34% |
|
Progyny, Inc. |
2.706B |
4.884B |
-44.59% |
|
Sonos, Inc. |
2.292B |
4.147B |
-44.73% |
|
Fox Factory Holding Corp. |
3.5B |
6.361B |
-44.98% |
|
XPEL, Inc. |
1.251B |
2.325B |
-46.19% |
|
Twitter, Inc. |
29.215B |
54.329B |
-46.23% |
|
IDEXX Laboratories, Inc. |
30.112B |
56.065B |
-46.29% |
|
Sunrun Inc. |
5.118B |
9.607B |
-46.73% |
|
Elastic N.V. |
6.755B |
12.737B |
-46.97% |
|
Target Corporation |
66.021B |
125.131B |
-47.24% |
|
Masimo Corporation |
7.543B |
14.63B |
-48.44% |
|
Generac Holdings Inc. |
13.884B |
27.25B |
-49.05% |
|
Cognex Corporation |
7.552B |
14.877B |
-49.24% |
|
Beam Therapeutics Inc. |
2.796B |
5.601B |
-50.08% |
|
NIO Inc. |
35.683B |
71.571B |
-50.14% |
|
Avalara, Inc. |
6.277B |
12.594B |
-50.16% |
|
Enthusiast Gaming Holdings Inc. |
0.297B |
0.602B |
-50.66% |
|
Penn National Gaming, Inc. |
5.248B |
10.762B |
-51.24% |
|
Chewy, Inc. |
15.642B |
32.191B |
-51.41% |
|
CRISPR Therapeutics AG |
4.941B |
10.209B |
-51.60% |
|
InMode Ltd. |
1.87B |
3.914B |
-52.22% |
|
CarParts.com, Inc. |
0.393B |
0.824B |
-52.31% |
|
Roblox Corporation |
20.803B |
44.037B |
-52.76% |
|
Palantir Technologies Inc. |
18.972B |
40.365B |
-53.00% |
|
Cloudflare, Inc. |
14.974B |
31.892B |
-53.05% |
|
Skyworks Solutions, Inc. |
14.664B |
31.447B |
-53.37% |
|
Upwork Inc. |
2.877B |
6.181B |
-53.45% |
|
Match Group, Inc. |
20.417B |
45.021B |
-54.65% |
|
Global-e Online Ltd. |
3.447B |
7.708B |
-55.28% |
|
McAfee Corp. |
4.887B |
10.975B |
-55.47% |
|
MercadoLibre, Inc. |
33.247B |
75.201B |
-55.79% |
|
Dell Technologies Inc. |
31.607B |
71.512B |
-55.80% |
|
Turtle Beach Corporation |
0.200B |
0.453B |
-55.85% |
|
Etsy, Inc. |
10.145B |
23.171B |
-56.22% |
|
Phreesia, Inc. |
1.33B |
3.191B |
-58.32% |
|
Okta, Inc. |
15.144B |
36.361B |
-58.35% |
|
Burlington Stores, Inc. |
9.118B |
21.944B |
-58.45% |
|
Revolve Group, Inc. |
1.932B |
4.659B |
-58.53% |
|
Unity Software Inc. |
11.112B |
27.034B |
-58.90% |
|
Intellia Therapeutics, Inc. |
4.097B |
9.983B |
-58.96% |
|
NovoCure Limited |
7.666B |
18.872B |
-59.38% |
|
Align Technology, Inc. |
19.492B |
49.199B |
-60.38% |
|
Futu Holdings Limited |
7.754B |
19.771B |
-60.78% |
|
eXp World Holdings, Inc. |
1.881B |
4.833B |
-61.08% |
|
QuantumScape Corporation |
3.732B |
9.613B |
-61.18% |
|
RH |
5.447B |
14.043B |
-61.21% |
|
Freshpet, Inc. |
2.519B |
6.639B |
-62.06% |
|
Pegasystems Inc. |
4.047B |
10.677B |
-62.10% |
|
Twist Bioscience Corporation |
2.086B |
5.522B |
-62.22% |
|
DMC Global Inc. |
0.355B |
0.960B |
-63.02% |
|
Castle Biosciences, Inc. |
0.591B |
1.627B |
-63.68% |
|
BioLife Solutions, Inc. |
0.621B |
1.767B |
-64.86% |
|
Square, Inc. |
37.094B |
107.085B |
-65.36% |
|
XPO Logistics, Inc. |
5.538B |
16.16B |
-65.73% |
|
Health Catalyst, Inc. |
0.834B |
2.437B |
-65.78% |
|
The Boston Beer Company, Inc. |
3.864B |
11.437B |
-66.21% |
|
Fate Therapeutics, Inc. |
2.429B |
7.213B |
-66.32% |
|
Netflix, Inc. |
79.947B |
240.746B |
-66.79% |
|
Stem, Inc. |
1.103B |
3.322B |
-66.80% |
|
Upstart Holdings, Inc. |
2.782B |
8.697B |
-68.01% |
|
Lightspeed POS Inc. |
3.392B |
10.622B |
-68.07% |
|
Zillow Group, Inc. |
8.302B |
26.08B |
-68.17% |
|
Zoom Video Communications, Inc. |
33.111B |
105.133B |
-68.51% |
|
EHang Holdings Limited |
0.528B |
1.689B |
-68.74% |
|
TPI Composites, Inc. |
0.463B |
1.493B |
-68.99% |
|
Editas Medicine, Inc. |
0.864B |
2.848B |
-69.66% |
|
Overstock.com, Inc. |
1.118B |
3.713B |
-69.89% |
|
MicroVision, Inc. |
0.653B |
2.173B |
-69.95% |
|
Digital Turbine, Inc. |
1.691B |
5.63B |
-69.96% |
|
Niu Technologies |
0.656B |
2.197B |
-70.14% |
|
CareDx, Inc |
1.193B |
4.064B |
-70.64% |
|
DraftKings Inc. |
5.148B |
18.006B |
-71.41% |
|
10x Genomics, Inc. |
5.313B |
18.671B |
-71.54% |
|
Danimer Scientific, Inc. |
0.477B |
1.677B |
-71.56% |
|
The Lion Electric Company |
0.809B |
2.876B |
-71.87% |
|
Pinterest, Inc. |
12.414B |
44.599B |
-72.17% |
|
Sea Limited |
38.794B |
140.984B |
-72.48% |
|
Camping World Holdings, Inc. |
0.913B |
3.342B |
-72.68% |
|
Mind Medicine (MindMed) Inc. |
0.255B |
0.952B |
-73.21% |
|
NeoGames S.A. |
0.344B |
1.317B |
-73.88% |
|
Yalla Group Limited |
0.599B |
2.343B |
-74.43% |
|
Teladoc Health, Inc. |
5.614B |
22.593B |
-75.15% |
|
Cerence Inc. |
1.015B |
4.097B |
-75.23% |
|
Twilio Inc. |
15.474B |
63.253B |
-75.54% |
|
Reata Pharmaceuticals, Inc. |
1.11B |
4.667B |
-76.22% |
|
PayPal Holdings, Inc. |
82.684B |
348.319B |
-76.26% |
|
Snap Inc. |
21.61B |
95.042B |
-77.26% |
|
DocuSign, Inc. |
12.241B |
53.971B |
-77.32% |
|
Semler Scientific, Inc. |
0.195B |
0.862B |
-77.38% |
|
Shopify Inc. |
39.621B |
179.099B |
-77.88% |
|
Ozon Holdings PLC |
2.417B |
11.246B |
-78.51% |
|
RingCentral, Inc. |
5.241B |
24.466B |
-78.58% |
|
Virgin Galactic Holdings, Inc. |
1.624B |
7.644B |
-78.75% |
|
Roku, Inc. |
11.409B |
53.754B |
-78.78% |
|
Riot Blockchain, Inc. |
0.574B |
2.708B |
-78.80% |
|
Chegg, Inc. |
2.411B |
11.563B |
-79.15% |
|
Cardlytics, Inc. |
0.769B |
4.052B |
-81.02% |
|
Chicken Soup for the Soul Entertainment, Inc. |
0.108B |
0.608B |
-82.24% |
|
Fiverr International Ltd. |
1.297B |
7.52B |
-82.75% |
|
Redfin Corporation |
0.960B |
5.764B |
-83.34% |
|
Porch Group, Inc. |
0.268B |
1.66B |
-83.86% |
|
Carvana Co. |
3.884B |
25.198B |
-84.59% |
|
Purple Innovation, Inc. |
0.254B |
1.667B |
-84.76% |
|
Wayfair Inc. |
4.261B |
29.876B |
-85.74% |
|
StoneCo Ltd. |
2.423B |
18.02B |
-86.55% |
|
fuboTV Inc. |
0.457B |
3.609B |
-87.34% |
|
GrowGeneration Corp. |
0.230B |
2.341B |
-90.18% |
|
Peloton Interactive, Inc. |
3.08B |
33.167B |
-90.71% |
|
Stitch Fix, Inc. |
0.530B |
5.875B |
-90.98% |
|
Skillz Inc. |
0.516B |
6.058B |
-91.48% |
|
Eos Energy Enterprises, Inc. |
0.070B |
1B |
-93.00% |