Cabot Early Opportunities 109

Stock Name Market Cap Price Investment Type DraftKings (DKNG) $9.2 billion 29.57 Rapid Growth – Sports Betting Enphase (ENPH) $8.4 billion 67.02 Rapid Growth – Solar Formula One Group (FWONK) $7.6 billion 31.17 Growth – Auto Racing GFL Environmental (GFL) $5.8 billion 17.78 Rapid Growth – Waste Services Viela Bio (VIE)   $2.7 billion 54.21 Clinical Stage Biotech Dot Com Bubble 2.0 or Rational Exuberance? When then-Fed Chairman Alan publicly...
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Cabot Early Opportunities 108

Stock Name Market Cap Price Investment Type Adaptive Biotechnologies (ADPT) $3.6 billion 28.16 Rapid Growth – Immune Medicine Conmed (CNMD) $2.11 billion 74.10 Steady, Slow Growth – MedTech Datadog (DDOG) $11.56 billion 38.91 Supernormal Growth – Cloud Infrastructure Monitoring Descartes Systems (DSGX) $3.30 billion 39.33 Growth – Supply Chain Software Virgin Galactic Holdings (SPCE) $3.73 billion 19.03 Disruptive Technology – Aerospace Off the Ventilator and Into the a..
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Cabot Early Opportunities 107.2

Stock Name Market Cap Price Investment Type BellRing Brands (BRBR) $600 million 15.23 Growth – Packaged Foods BlackLine (BL) $2.76 billion 48.98 Rapid Growth – Accounting Software Kroger (KR) $26.9 billion 34.19 Steady, Slow Growth – Grocery Store Survey Monkey (SVMK) $1.5 billion 10.67 Rapid Growth – Survey Software Sunnova (NOVA) $624 million 7.43 Growth – Solar Panels & Storage Searching for Turnip Shoots on a Scorched I..
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