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23
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10
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Apple (AAPL)
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5
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8
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16
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6
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2
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7
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4
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3
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4
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4
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7
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8
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3
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Moody's (MCO)
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3
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Qiagen (QGEN)
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4
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Wise (WISE)
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7
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Affirm Holdings (AFRM)
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4
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Confluent (CFLT)
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Shockwave Medical (SWAV)
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Premier (PINC)
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The Trade Desk (TTD)
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Unity Software (U)
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8
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Palo Alto Networks (PANW)
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3
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Wolfspeed (WOLF)
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8
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NVIDIA (NVDA)
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5
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Ubiquiti (UI)
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5
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Texas Instruments (TXN)
(
3
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Pear Therapeutics (PEAR)
(
4
)
GitLab (GTLB)
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2
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Berkshire Hathaway (BRKA)
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2
)
Guidewire (GWRE)
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2
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NuScale Power (SMR)
(
4
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IDEXX Laboratories (IDXX)
(
3
)
ADP (ADP)
(
2
)
Vicarious Surgical (RBOT)
(
5
)
Bill.com (BILL)
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3
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Doximity (DOCS)
(
2
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ZoomInfo (ZI)
(
4
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SentinelOne (S)
(
3
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Airtel Africa (BHARTIARTL)
(
7
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Intel (INTC)
(
1
)
Compass Pathways (CMPS)
(
3
)
Coupang (CPNG)
(
3
)
lululemon athletica (LULU)
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3
)
TransMedics Group (TMDX)
(
4
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Axon Enterprise (AXON)
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2
)
Paycom Software (PAYC)
(
6
)
Aehr Test Systems (AEHR)
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1
)
L3Harris Technologies (LHX)
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1
)
Semrush Holdings (SEMR)
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1
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Adyen (ADYEN)
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Vaxxinity (VAXX)
(
2
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Exxon Mobil (XOM)
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1
)
AbbVie (ABBV)
(
1
)
Moderna (MRNA)
(
1
)
EOS Energy Enterprises (EOSE)
(
2
)
Match Group (MTCH)
(
4
)
Super Micro Computer (SMCI)
(
4
)
Applied Materials (AMAT)
(
2
)
Tetra Technologies (TTI)
(
1
)
Monday.com (MNDY)
(
1
)
Goldman Sachs (GSBD)
(
1
)
Enovix (ENVX)
(
3
)
Enphase (ENPH)
(
4
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Medpace (MEDP)
(
1
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UnitedHealth Group (UNH)
(
1
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MSCI (MSCI)
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3
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ResMed (RMD)
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1
)
Sea Limited (SE)
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1
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Intuitive Surgical (ISRG)
(
1
)
Cassava Sciences (SAVA)
(
4
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Seres Therapeutics (MCRB)
(
5
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NextEra Energy (NEE)
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1
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Celsius Holdings (CELH)
(
4
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Axcelis (ACLS)
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2
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Booking Holdings
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onsemi (ON)
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Research
By
Simon Erickson
Published On: December 18, 2023
7investing’s 2023 Year in Review: An Updated Look at All of Our Stock Picks
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