Large- and Mid-Cap Stock Portfolio Flashcards

1
Q

ABNB
Airbnb

Founded 2008
IPO Dec 2020

USA (CA)
BAY AREA
San Francisco

A

Vacation rentals.

A vacation rental online marketplace accessible to consumers on its website or via an app.

Through the service, users can arrange lodging, primarily homestays, and tourism experiences or list their properties for rental. Airbnb does not own any of the listed properties; it receives revenue via commission.

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2
Q

ALGN
Align Technology

Founded 1997
IPO Jan 2001

USA (CA)
BAY AREA
San Jose

A

Teeth straightening devices.

Manufactures 3D digital scanners and clear aligners used in orthodonics.

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3
Q

APPN
Appian

Founded 1999
IPO May 2017

USA (VA)
Tysons (DC area)

A

Low-code software with AI.

Provides a cloud-based, low-code automation platform that reduces the time for businesses that are building, deploying, and updating applications via AI tools and bots.

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4
Q

APPS
Digital Turbine

Founded 1988
IPO Jul 2006

USA (TX)
Austin

A

The middle man between the telecommunication service providers and the advertisers who put apps on phones.

They negotiate rates with advertisers for app placement, collect the $$$, then remit about 60% to service providers (AT&T, Verizon, etc.).

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5
Q

ASML
ASML Holding

Founded 1984
Fully independent in 1995

The Netherlands

A

Systems and machines for the semiconductor industry.

ASML supplies photolithography systems to the semiconductor industry.

ASML also manufactures machines for production of integrated circuits (i.e., computer chips).

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6
Q

AVGO
Broadcom

Founded 1961 (as a division of HP)
IPO Aug 2008 (as Avago Technologies)

USA (CA)
BAY AREA
San Jose

A

Semiconductors and software.

Designs, develops, manufactures and delivers a wide range of semiconductor and infrastructure software products serving a wide range of markets: data center, networking, software, broadband, wireless, storage, and industrial.

Originally was a division of HP. Later split off as Agilent which later became Avago. Avago bought Broadcom in 2015 and combined company was renamed Broadcom.

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7
Q

BILI
Bilibili

Founded 2010
IPO Mar 2018

China

A

Online video-sharing platform.

A social media platform that is a video-sharing website where users can submit, view, and add overlaid commentary onto videos.

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8
Q

BL
Blackline

Founded 2001
IPO Oct 2016

USA (CA)
Los Angeles

A

Business accounting software.

A cloud-based platform for business accounting.

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9
Q

CHGG
Chegg

Founded 2005
IPO Nov 2013

USA (CA)
BAY AREA
Santa Clara

A

Online education support.

A subscription-based education support service that provides digital and physical textbook rentals, online tutoring, and other student services.

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10
Q

CHWY
Chewy

Founded 2011
IPO Jun 2019

USA (FL)
Dania Beach (Ft Lauderdale area)
A

Online retailer of pet-related products.

Majority owner is PetSmart (63%), a private retailer of pet food and pet supplies.
The PetSmart acquisition of Chewy was in May 2017.

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11
Q

CRNC
Cerence

Founded 2019
IPO Oct 2019

USA (MA)
Burlington (Boston area)

A

AI technology for automobiles.

The leader in voice-assisted technology for cars.
The company was a spinoff from Nuance Communication (NUAN), a leader in voice-recognition technology.

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12
Q

CRWD
CrowdStrike Holdings

Founded 2011
IPO Jun 2019

USA (CA)
BAY AREA
Sunnyvale

A

Cybersecurity provider.

Provides cloud-based cybersecurity solutions to businesses (including about half of the Fortune 100).

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13
Q

DAR
Darling Ingredients

Founded 1962

USA (TX)
Irving

A

Recycling of animal processing byproducts and used restaurant cooking oil.

Also provides grease-trap collection services to restaurants.

The recycled raw materials are repurposed as tallow, meat and bone meal, and yellow grease.

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14
Q

ETSY
Etsy

Founded 2005
IPO Apr 2015

USA (NY)
Brooklyn

A

E-commerce.

An e-commerce website focused on handmade or vintage items and craft supplies.

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15
Q

FLGT
Fulgent Genetics

Founded 2011
IPO Nov 2019

USA (CA)
Temple City (LA area)
A

Genetic testing.

Provides genetic testing services to medical professionals aided by machine learning.

Quickly provided COVID-19 testing capabilities during the pandemic of 2020-21.

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16
Q

FUBO
fuboTV

Founded 2015
IPO Oct 2020

USA (NY)
Manhattan

A

Streaming television service.

An online streaming television service with focus on live sports channels.
Network TV and movies also included.
Soon to add sports betting platform.

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17
Q

FVRR
Fiverr International

Founded 2010
IPO Jun 2019

Israel

A

Online job marketplace.

Operates an online marketplace that connects gig workers with buyers of their services.

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18
Q

GTLS
Chart Industries

Founded 1992
IPO Jul 2006

USA (GA)
Ball Ground (N. of Atlanta)
A

Equipment for liquid natural gas (LNG).

Manufactures highly engineered equipment servicing the energy and industrial gas markets (LNG is the primary market).

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19
Q

IIVI
II-VI
“two-six”

Founded 1971

USA (PA)
Saxonburg (N of Pittsburgh)

A

Laser products.

Manufactures optical equipment (including lasers) and semiconductors.
Industrial laser products are used in the biomedical, electric vehicle, high speed optical and wireless networks, 5G, and AI industries.

The company name refers to groups in the Periodic Table.

20
Q

IPHI
Inphi Corporation

Founded 2000
IPO Nov 2010

USA (CA)
BAY AREA
Santa Clara

A

Semiconductor components.

Produces high speed analog and mixed signal semiconductor components and optical subsystems to networking original equipment manufacturers (OEMs), optical module, cloud, and telecom service providers.

21
Q

LMND
Lemonade

Founded 2015
IPO Jul 2020

USA (NY)
Manhattan

A

Online insurance provider.

Delivers insurance policies and handles claims through desktop and mobile apps using chatbots.
Homeowners, renters, and pet health insurance.

22
Q

MELI
Mercado Libre

Founded 1999
IPO Aug 2007

Argentina

A

E-commerce.

Operates online marketplaces dedicated to e-commerce and online auctions.

Also a fintech company with a payment platform (Mercado Pago) and a credit line platform (Mercado Credito).

Collaboration with eBay.

23
Q

NET
Cloudflare

Founded 2009
IPO Sep 2019

USA (CA)
BAY AREA
San Francisco

A

Cybersecurity combined with web speed enhancement.

“Making the internet faster and safer.”

Cloud-based platform that protects and accelerates any internet application online without the user having to add hardware, install software, or change code.

24
Q

NVTA
Invitae

Founded 2010
IPO Feb 2015

USA (CA)
BAY AREA
San Francisco

A

Medical genetics testing.

Testing for a variety of diseases, disorders, and pediatric conditions.

Corporate mission is to make genetic information available to everyone (individuals and pharmaceutical companies).

25
Q

OKTA
Okta

Founded 2009
IPO Apr 2018

USA (CA)
BAY AREA
San Francisco

A

Identity control and user authentication.

An identity and access management company that develops cloud-based software to help companies manage and secure user authentication into modern applications. Also for developers to build identity controls into applications, website web services and devices.

26
Q

PINS
Pinterest

Founded 2009
IPO Apr 2019

USA (CA)
BAY AREA
San Francisco

A

Social media service focusing on sharing images and ideas.

“Visual Discovery”: When it comes to a great idea, you know it when you see it.

27
Q

PTON
Peleton

Founded 2012
IPO Sep 2019

USA (NY)
Manhattan

A

Exercise equipment.

Exercise equipment and associated media for home use.

28
Q

PYPL
PayPal Holdings

Founded 1988
IPO Feb 2002

USA (CA)
BAY AREA
San Jose

A

Online payments system.

Serves as an electronic alternative to traditional paper payment methods.
Holdings include Venmo, Xoom, and others.

In Oct 2020, PayPal began allowing the public to buy cryptocurrencies.

29
Q

QRVO
Qorvo

Founded 2015
Created by a corporate merger

USA (NC)
Greensboro

A

Radio-frequency (RF) systems for wireless and broadband applications.

A semiconductor company that design, manufactures, and supplies RF systems for applications that drive wireless and broadband applications.

30
Q

RDFN
Redfin

Founded 2004
IPO Aug 2017

USA (WA)
Seattle

A

Real estate brokerage.

Relies on technology to make it easier and less expensive to buy or sell a home.

31
Q

ROKU
Roku

Founded 2008 (Spinoff from Netflix)
IPO Sep 2017

USA (CA)
BAY AREA
Los Gatos

A

A platform for video streaming services.

32
Q

SE
Sea Limited

Founded 2009
IPO Oct 2017

Singapore

A

E-commerce, payments, and online gaming.

Three platforms are offered:

  1. Digital entertainment (gaming)
  2. E-Commerce (Shopee) [backed by Tencent]
  3. Digital Payment (SeaMoney)

The company was initially designed to serve across the maritime economies of SE Asia (SEA) - Indonesia, Vietnam, Taiwan, and Singapore.
Recently is venturing into Latin America.

33
Q

SHOP
Shopify

Founded 2006
IPO May 2015

Canada
Ottawa, ONT

A

E-commerce.

Allows customers to create their own online business platform.

An online e-commerce platform for online stores and retail point-of-sale systems.
Offers online retailers a suite of services including payments, marketing, shipping, and customer engagement tools.

34
Q

SIVB
SVB Financial Group

Founded 1983
IPO 1988

USA (CA)
BAY AREA
Santa Clara

A

Banking and financial services.

Primarily focused on funding business startups.

The three categories of business banking:
Startup Banking — Venture Capital Capital — Corporate Banking

“SVB” = Silicon Valley Bank

35
Q

SQ
Square

Founded 2009
IPO Nov 2015

USA (CA)
BAY AREA
San Francisco

A

Digital payment processing.

Focused on point-of-sale transactions. Also, Square is branching out with other financial services such as a cash app and loan services.

36
Q

SWAV
ShockWave Medical

Founded 2009
IPO Mar 2019

USA (CA)
BAY AREA
Santa Clara

A

Designs and builds medical equipment.

A novel way to destroy calcium deposits in arteries which is better than angioplasty when blockage has calcified because of potential side effects.
ShockWave instead uses sound waves, similar to how kidney stones are dislodged.

37
Q

TDOC
Teledoc Health

Founded 2002
IPO Jul 2015

USA (NY)
Harrison (Next to White Plains)

A

Telemedicine and virtual healthcare.

Uses telephone and videoconferencing software as well as mobile apps to provide on-demand remote medical care. Patients are able to log in at any time and be connected with a board-certified, state-licensed physician within several minutes.
As a software, Teledoc is involved with AI, analytics, and licensable platform services.

38
Q

TER
Teradyne

Founded 1960
IPO 1970

USA (MA)
Boston

A

Industrial automation.

Develops and supplies automatic test equipment (ATE).

Customers include Samsung, Qualcomm, Intel, TI, IBM.

39
Q

TREX
Trex Company

Founded 1996
IPO Apr 1999

USA (VA)
Winchester

A

Outdoor home items made from recycled materials.

Manufacturers decking, railings, furniture and other outdoor items made from recycled materials (wood and thermoplastic).
Sources of the materials including stretch wrapping, packaging film, grocery and retail shopping bags, and spent sawdust.

40
Q

TSLA
Tesla

Founded 2003
IPO Jun 2010

USA (CA)
BAY AREA
Palo Alto

A

An electric vehicle and clean energy that represents the vision of Elon Musk.

Manufacturers electric cars, battery energy storage systems from home to grid scale, solar panels and solar roof tiles, etc. (SolarCity is a subsidiary).

41
Q

TWLO
Twilio

Founded 2008
IPO Jun 2016

USA (CA)
BAY AREA
San Francisco

A

Cloud-based communications.

A cloud-based communications provider that facilitates communications of all types (text, voice, email, chat bots) by putting the communicating parties on the same digital channel.

42
Q

U
Unity Software

Founded 2004 (in Denmark)
IPO Aug 2020

USA (CA)
BAY AREA
San Francisco

A

Software development for 3D applications.

A video game software development company that is also involved in real-time 3D automotive, transportation, and manufacturing industries as well as for architecture, engineering, and construction.

It is an easier-to-use platform for video game development.

43
Q

VRNS
Varonis Systems

Founded 2005
IPO Mar 2014

USA (NY)
Manhattan

A

Cybersecurity.

A cybersecurity platform focusing on threats from within a company (as opposed to external threats).

R&D HQ in Israel.

44
Q

ZEN
Zendesk

Founded 2007 (in Denmark)
IPO May 2014

USA (CA)
BAY AREA
San Francisco

A

“Champions of Customer Service”

Supplies online customer support software.

Began with a focus on customer tickets and expanded to sales support.

Has a large client base that includes Shopify.

45
Q

Z (Class C shares) | ZG (Class A shares)
Zillow Group

Founded 2006
IPO Jul 2011

USA (WA)
Seattle

A

Real estate services.

Real estate information provider for real estate transactions.

More recently has grown into the home flipping business market and also into mortgage brokerage services.

46
Q

ZS
Zscaler

Founded 2007
IPO Mar 2018

USA (CA)
BAY AREA
San Francisco

A

Cloud-based cybersecurity.

Zscaler filled the market gap of protection of mobile devices within the more traditional cybersecurity space.
Thus, Zscaler addresses modern threats that companies face in a mobile world.

47
Q

STAA
Staar Surgical

Founded 1982
IPO Jul 1983

USA (CA)
Monrovia (LA area)

A

Designs, develops, manufactures and markets implantable lenses for the eye and companion delivery systems. These lenses are intended to provide visual freedom to patients, lessening or eliminating the reliance on glasses or contact lenses.