The companies we follow.

A curated list of the companies and funds we monitor across our four focus areas, each with a one-line note on why it holds our attention.

Companies we follow. Not recommendations.

Markets

The S&P 500 core

Space

The orbital economy

Energy

Canadian oil & gas

Chips

The compute layer

List updated 2026-10-18. Inclusion is not a recommendation, and no positions, sizes or performance are disclosed. Snapshot market data by TradingView; quotes may be delayed.