| Ticker | Company | Conviction | Upside |
|---|---|---|---|
| ADBE | Adobe Inc. | High | +163.1% |
| NVDA | NVIDIA Corporation | High | +59.3% |
| NKE | NIKE, Inc. | Med | +45.5% |
| MELI | MercadoLibre, Inc. | High | +41.4% |
| UNH | UnitedHealth Group Incorporated | Med | +41.3% |
| INTU | Intuit Inc. | High | +37.7% |
| V | Visa Inc. | High | +37.7% |
| UPS | United Parcel Service, Inc. | Med | +27.8% |
| META | Meta Platforms, Inc. | High | +12.9% |
| MCD | McDonald's Corporation | Med | +4.7% |
| VRTV | Veritiv Corporation | — | +0.0% |
| SLB | SLB N.V. | Med | -20.2% |