Billy Kipersztok

We’re parting ways with this New Zealand-based cancer software specialist.

We like the company’s small market cap, its highly invested founder/CEO, healthy financial metrics, and new growth avenues.

With its best-in-breed technology, this cybersecurity specialist is positioned to capture growing demand and strengthen its dominant position over the coming years.

This human capital management expert has a history of consistent growth.

A.O. Smith is an under-the-radar business that has grown into a dominant global competitor in the boring -- yet critical - water technology industry.

The company has been a leader in the field of electronic design automation software for more than 30 years.

Cerevel Therapeutics is an intriguing clinical-stage biotechnology business focusing exclusively on central nervous system disorders, which is a major global market.

The Trade Desk uses data analytics and auto-optimization features within its platform to analyze the end user and serve up ads that are most likely to get the viewer to take action.

In today’s increasingly digital world, the need for products that help businesses maintain their IT infrastructure and enable tech teams to better work together is paramount, and Datadog has proven itself to be a strengthening player in its market.

Roku has an enviable competitive position in the entertainment industry, and the company remains one of the best ways to invest in the ongoing shift to TV and video streaming.

The businesses that benefit from this trend will be the platforms that best enable it, from allowing knowledge workers to take jobs from home on their own terms, to letting folks rent their homes and spare rooms part time.

If you want to invest in a company that's like a mini-Berkshire Hathaway, led by a brilliant manager who has optimized his business to grow long-term shareholder value, Constellation Software is the right choice for you.

Vital Farms sits smack dab in the middle of the trend toward ethically produced, nutritious foods.

The cloud-based networking powerhouse's best-in-class technology has led to rapid market share gains and an outstanding financial profile.

We suspect that the recent uptick in RV travel is likely to hold for the foreseeable future. And Camping World Holdings is poised to benefit.

Paycom provides cloud-based payroll processing and other employee-management services.

Tesla's electric-vehicle leadership and multiple growth opportunities all add up to a very promising future for this self-proclaimed vertically integrated sustainable energy company.

If you’ve recently gotten an automated message from a company or app, Twilio probably helped push it out to you.