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  • Buy Prologis: Building a Critical Niche

    The Leadership Portfolio Team

    Prologis (NYSE: PLD), operating as a real estate investment trust (REIT), owns, develops, and operates real estate assets used in logistics operations.

  • Buy Amphenol: Connecting People and Tech

    The Leadership Portfolio Team

    The company has positioned itself across numerous high-growth end markets, including the military, commercial aerospace, industrial, automotive, and mobile networks industries.

  • Buy Rubrik: Trust No One

    The Leadership Portfolio Team

    At first glance, Rubrik (NYSE: RBRK) looks kind of gloomy.

  • Buy Zscaler: Securing the Cloud

    The Leadership Portfolio Team

    Check out our interview with Zscaler CEO! What Zscaler Does Zscaler (NASDAQ: ZS) is a cloud-based cybersecurity provider that helps customers securely connect users, devices, applications, workloads, and, increasingly, AI agents to their networks. Zscaler’s main product is its Zero Trust Exchange platform, a cloud-native platform that facilitates those secure connections without relying on traditional…

  • Buy DoorDash: The Food Delivery King

    The Leadership Portfolio Team

    DoorDash (NASDAQ: DASH) has grown from a simple food delivery app into a global logistics powerhouse. The company operates as a three-sided marketplace connecting consumers, merchants, and “Dashers” (delivery couriers).

  • Buy Toast: Order Up

    The Leadership Portfolio Team

    There’s a pretty good chance you’ve come across a Toast Tap device as a restaurant patron.

  • Buy Roku: Stream On

    The Leadership Portfolio Team

    Roku (NASDAQ: ROKU) operates the leading TV operating system for streaming digital content across thousands of third-party content apps.

  • Buy MercadoLibre: Priming Latin America’s Economy

    The Leadership Portfolio Team

    MercadoLibre (NASDAQ: MELI) started out with its groundbreaking e-commerce marketplace for Latin American shoppers, which has grown to 121 million unique buyers in markets across the region.

  • Buy Figma: Turning Collaboration Into Cash Flow

    The Leadership Portfolio Team

    Figma is where a shocking amount of the internet gets assembled before it ever becomes the internet. It is browser-based design software, but calling it a “design tool” is like calling a kitchen a “heat-and-eat appliance.”