Cohort 2 rank #1
ADBEAdobe Systems Incorporated
GCAE decision
BUY
T2
11.5
T3
12.0
Market cap
$111.2B · Large
Pre-AI timing
AGREE
Full research appears after the approved post-AI artifact matches this exact handoff.
Research HomePRE-AI PRE-AI PRE-AI PRE-AI
COHORT 2 · RESEARCHLIVE R2PRE-AI · QUALITY RESEARCH
GCAE QUALITY RESEARCH
Frozen Cohort 2 PRE-AI research queue. External AI research is deliberately kept out of this discovery surface and is shown after sign-in under Portfolio Research.
GCAE snapshot
25 Oct 2026, 4:49 am UTC
Actionable
19
Discovery / Watch
307
TD Priority ≥55
20
TD Eligible 50–54
44
TD Reservoir 40–49
101
Timing disagreement
199
PRE-AI preserves the frozen Cohort 2 ordering and research need. POST-AI verdicts do not replace or reorder this page.
Cohort 2 · Top 5 pre-AI candidates
Highest-ranked Quality Research candidates
Before AI publish-back, these cards mirror the frozen Cohort 2 pre-AI ranking. No external-research ordering exists yet.
PRE-AI
Cohort 2 rank #2
VRSKVerisk Analytics Inc
GCAE decision
BUY
T2
11.8
T3
12.0
Market cap
$24.5B · Large
Pre-AI timing
AGREE
Full research appears after the approved post-AI artifact matches this exact handoff.
Cohort 2 rank #3
TASKTaskus Inc
GCAE decision
BUY
T2
12.2
T3
12.0
Market cap
$739M · Small
Pre-AI timing
AGREE
Full research appears after the approved post-AI artifact matches this exact handoff.
Cohort 2 rank #4
ADSKAutodesk Inc
GCAE decision
BUY
T2
12.9
T3
12.0
Market cap
$50.5B · Large
Pre-AI timing
AGREE
Full research appears after the approved post-AI artifact matches this exact handoff.
Cohort 2 rank #5
AFYAAfya Ltd
GCAE decision
BUY
T2
9.8
T3
12.0
Market cap
$1.3B · Small
Pre-AI timing
AGREE
Full research appears after the approved post-AI artifact matches this exact handoff.
Cohort 2 Actionable Research · PRE-AI frozen order
Current Actionable Research candidates before external AI research.
| Rank | Company | GCAE decision | TD tier | T2 | T3 | Pre-AI timing | Fund /75 | Market cap | Rotation | Earnings | Freshness |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ADBE Adobe Systems Incorporated | BUY | — | 11.5 | 12.0 | AGREE | 63.3 | $111.2B · Large | headwind | 2026-12-09 | fresh |
| 2 | VRSK Verisk Analytics Inc | BUY | — | 11.8 | 12.0 | AGREE | 59.5 | $24.5B · Large | headwind | 2026-11-05 | fresh |
| 3 | TASK Taskus Inc | BUY | — | 12.2 | 12.0 | AGREE | 58.8 | $739M · Small | headwind | 2026-11-04 | fresh |
| 4 | ADSK Autodesk Inc | BUY | — | 12.9 | 12.0 | AGREE | 58.1 | $50.5B · Large | headwind | 2026-11-27 | fresh |
| 5 | AFYA Afya Ltd | BUY | — | 9.8 | 12.0 | AGREE | 57.0 | $1.3B · Small | tailwind | 2026-11-12 | fresh |
| 6 | STE STERIS plc | BUY | — | 12.3 | 12.0 | AGREE | 56.5 | $22.5B · Large | tailwind | 2026-11-04 | fresh |
| 7 | ZM Zoom Video Communications Inc | BUY | — | 11.2 | 13.0 | V2 STRONGER | 55.8 | $28.0B · Large | headwind | 2026-11-24 | fresh |
| 8 | STRA Strategic Education Inc | BUY | — | 12.2 | 7.0 | V2 STRONGER | 55.5 | $1.8B · Small | tailwind | 2026-11-05 | fresh |
| 9 | MELI MercadoLibre Inc. | WATCH | — | 10.5 | 10.0 | V3 EARLIER | 63.6 | $101.7B · Large | tailwind | 2026-11-04 | fresh |
| 10 | G Genpact Limited | WATCH | — | 9.7 | 12.0 | V3 EARLIER | 59.3 | $6.3B · Mid | tailwind | 2026-11-05 | fresh |
| 11 | DOCS Doximity Inc | WATCH | — | 7.5 | 10.0 | V3 EARLIER | 58.3 | $4.7B · Mid | headwind | 2026-11-05 | fresh |
| 12 | INTU Intuit Inc | WATCH | — | 5.8 | 12.0 | V3 EARLIER | 58.2 | $93.8B · Large | headwind | 2026-11-19 | fresh |
| 13 | ACN Accenture plc | WAIT | — | 7.8 | 10.0 | V3 EARLIER | 58.1 | $114.8B · Large | headwind | 2026-12-17 | fresh |
| 14 | LDOS Leidos Holdings Inc | AVOID | — | 5.0 | 12.0 | CONFLICT | 58.0 | $16.8B · Large | headwind | 2026-11-03 | fresh |
| 15 | BLBD Blue Bird Corp | WATCH | — | 7.5 | 10.0 | V3 EARLIER | 56.6 | $2.0B · Small | headwind | 2026-11-25 | fresh |
| 16 | LMAT LeMaitre Vascular Inc | AVOID | — | 5.0 | 12.0 | CONFLICT | 56.3 | $1.9B · Small | tailwind | 2026-11-04 | fresh |
| 17 | SKY Skyline Corporation | WATCH | — | 7.7 | 10.0 | V3 EARLIER | 56.2 | $4.7B · Mid | tailwind | 2026-11-03 | fresh |
| 18 | NICE Nice Ltd ADR | WATCH | — | 9.7 | 12.0 | V3 EARLIER | 55.9 | $6.3B · Mid | headwind | 2026-11-12 | fresh |
| 19 | CRM Salesforce.com Inc | WAIT | — | 6.9 | 12.0 | V3 EARLIER | 55.7 | $211.5B · Mega | headwind | 2026-12-02 | fresh |
Technical Damage Opportunity · research only
Stage 13 remains AVOID. 40–49 stays visible as reservoir only; 50–54 is research-eligible; 55+ gets priority. The normal PRE-AI Top 24 stays unchanged and up to 10 additional Technical Damage names can rotate into four-lens research. No BUY, ADD or OPEN authority is created.
| Rank | Company | GCAE decision | TD tier | T2 | T3 | Pre-AI timing | Fund /75 | Market cap | Rotation | Earnings | Freshness |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TTD Trade Desk Inc | AVOID | Priority ≥55 | 5.0 | 5.0 | AGREE | 63.9 | $6.8B · Mid | headwind | 2026-11-05 | fresh |
| 2 | CRUS Cirrus Logic Inc | AVOID | Priority ≥55 | 5.0 | 2.0 | AGREE | 62.9 | $5.7B · Mid | headwind | 2026-11-04 | fresh |
| 3 | QFIN 360 Finance Inc | AVOID | Priority ≥55 | 3.5 | 2.0 | AGREE | 61.9 | — · Unknown | unknown | 2026-11-17 | fresh |
| 4 | TMUS T-Mobile US Inc | AVOID | Priority ≥55 | 4.0 | 2.0 | AGREE | 61.6 | $200.9B · Mega | headwind | 2026-10-28 | fresh |
| 5 | CPRT Copart Inc | AVOID | Priority ≥55 | 5.0 | 5.0 | AGREE | 61.3 | $29.8B · Large | headwind | 2026-11-19 | fresh |
| 6 | WAL Western Alliance Bancorporation | AVOID | Priority ≥55 | 5.0 | 7.0 | CONFLICT | 61.0 | — · Unknown | unknown | 2027-01-26 | fresh |
| 7 | BSX Boston Scientific Corp | AVOID | Priority ≥55 | 5.0 | 2.0 | AGREE | 60.6 | $70.1B · Large | tailwind | 2026-10-28 | fresh |
| 8 | CARG CarGurus | AVOID | Priority ≥55 | 5.0 | 5.0 | AGREE | 60.4 | $3.1B · Mid | headwind | 2026-11-05 | fresh |
| 9 | GLPI Gaming & Leisure Properties | AVOID | Priority ≥55 | 5.0 | 5.0 | AGREE | 59.6 | — · Unknown | unknown | 2026-10-29 | fresh |
| 10 | HAYW Hayward Holdings Inc | AVOID | Priority ≥55 | 5.0 | 2.0 | AGREE | 59.3 | $2.9B · Mid | headwind | 2026-10-28 | fresh |
| 11 | APP Applovin Corp | AVOID | Priority ≥55 | 4.9 | 2.0 | AGREE | 59.0 | $106.8B · Large | headwind | 2026-11-04 | fresh |
| 12 | ZTS Zoetis Inc | AVOID | Priority ≥55 | 5.0 | 5.0 | AGREE | 57.7 | $31.5B · Large | tailwind | 2026-11-05 | fresh |
| 13 | COLL Collegium Pharmaceutical Inc | AVOID | Priority ≥55 | 4.2 | 5.0 | AGREE | 57.6 | $753M · Small | tailwind | 2026-11-05 | fresh |
| 14 | CTVA Corteva Inc | AVOID | Priority ≥55 | 3.0 | 7.0 | CONFLICT | 57.5 | $60.0B · Large | headwind | 2026-11-11 | fresh |
| 15 | BKNG Booking Holdings Inc | AVOID | Priority ≥55 | 4.8 | 7.0 | CONFLICT | 57.2 | $150.0B · Large | tailwind | 2026-11-03 | fresh |
| 16 | GNTX Gentex Corporation | AVOID | Priority ≥55 | 4.7 | 2.0 | AGREE | 57.1 | $4.8B · Mid | tailwind | 2026-10-23 | fresh |
| 17 | CRTO Criteo Sa | AVOID | Priority ≥55 | 4.6 | 7.0 | CONFLICT | 56.9 | $897M · Small | tailwind | 2026-11-04 | fresh |
| 18 | TPB Turning Point Brands Inc | AVOID | Priority ≥55 | 3.9 | 2.0 | AGREE | 56.4 | $1.5B · Small | tailwind | 2026-11-04 | fresh |
| 19 | LVS Las Vegas Sands Corp | AVOID | Priority ≥55 | 3.5 | 2.0 | AGREE | 55.9 | $28.8B · Large | tailwind | 2027-01-27 | fresh |
| 20 | FSLR First Solar Inc | AVOID | Priority ≥55 | 4.1 | 2.0 | AGREE | 55.8 | $21.8B · Large | headwind | 2026-10-29 | fresh |
| 21 | ROL Rollins Inc | AVOID | Research eligible 50–54 | 3.5 | 2.0 | AGREE | 54.3 | $17.2B · Large | headwind | 2027-02-10 | fresh |
| 22 | DRS Leonardo DRS, Inc. Common Stock | AVOID | Research eligible 50–54 | 4.3 | 2.0 | AGREE | 54.2 | $9.9B · Mid | headwind | 2026-10-29 | fresh |
| 23 | AGX Argan Inc | AVOID | Research eligible 50–54 | 4.1 | 2.0 | AGREE | 54.2 | $5.8B · Mid | tailwind | 2026-12-03 | fresh |
| 24 | VRRM Verra Mobility Corp | AVOID | Research eligible 50–54 | 3.9 | 2.0 | AGREE | 54.2 | $638M · Small | tailwind | 2026-10-30 | fresh |
| 25 | LULU Lululemon Athletica Inc. | AVOID | Research eligible 50–54 | 4.6 | 2.0 | AGREE | 53.8 | $13.6B · Large | tailwind | 2026-12-10 | fresh |
| 26 | DPZ Domino's Pizza Inc Common Stock | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 53.7 | $11.5B · Large | tailwind | unknown | fresh |
| 27 | RCI Rogers Communications Inc | AVOID | Research eligible 50–54 | 5.0 | 2.0 | AGREE | 53.7 | $19.8B · Large | headwind | 2026-10-23 | fresh |
| 28 | MZTI The Marzetti Company | AVOID | Research eligible 50–54 | 5.0 | 5.0 | AGREE | 53.6 | $3.0B · Mid | tailwind | 2026-11-03 | fresh |
| 29 | PNR Pentair PLC | AVOID | Research eligible 50–54 | 3.9 | 5.0 | AGREE | 53.6 | $9.6B · Mid | headwind | 2026-10-27 | fresh |
| 30 | TPR Tapestry Inc | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 53.4 | $24.6B · Large | tailwind | 2026-11-05 | fresh |
| 31 | NFLX Netflix Inc | AVOID | Research eligible 50–54 | 3.1 | 2.0 | AGREE | 53.4 | $344.5B · Mega | headwind | 2027-01-19 | fresh |
| 32 | SPXC SPX Corp | AVOID | Research eligible 50–54 | 3.8 | 2.0 | AGREE | 53.3 | $9.7B · Mid | headwind | 2026-10-29 | fresh |
| 33 | DY Dycom Industries Inc | AVOID | Research eligible 50–54 | 3.4 | 2.0 | AGREE | 53.3 | $9.0B · Mid | headwind | 2026-11-25 | fresh |
| 34 | WLDN Willdan Group Inc | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 53.1 | $1.3B · Small | headwind | 2026-11-05 | fresh |
| 35 | LMB Limbach Holdings Inc | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 53.0 | $579M · Small | tailwind | 2026-11-03 | fresh |
| 36 | NOA North American Construction Group Ltd | AVOID | Research eligible 50–54 | 4.3 | 2.0 | AGREE | 52.9 | — · Unknown | unknown | 2026-11-11 | fresh |
| 37 | BFS Saul Centers Inc | AVOID | Research eligible 50–54 | 4.8 | 2.0 | AGREE | 52.4 | — · Unknown | unknown | 2026-11-05 | fresh |
| 38 | ANIP ANI Pharmaceuticals Inc | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 52.2 | $1.7B · Small | tailwind | 2026-11-05 | fresh |
| 39 | GTY Getty Realty Corporation | AVOID | Research eligible 50–54 | 4.6 | 2.0 | AGREE | 52.0 | — · Unknown | unknown | 2027-02-10 | fresh |
| 40 | ROAD Construction Partners Inc | AVOID | Research eligible 50–54 | 4.3 | 5.0 | AGREE | 52.0 | $5.7B · Mid | headwind | 2026-11-19 | fresh |
| 41 | OLED Universal Display | AVOID | Research eligible 50–54 | 4.1 | 5.0 | AGREE | 51.9 | $3.8B · Mid | headwind | 2026-10-28 | fresh |
| 42 | NVMI Nova Ltd | AVOID | Research eligible 50–54 | 4.9 | 2.0 | AGREE | 51.8 | $11.1B · Large | headwind | 2026-11-05 | fresh |
| 43 | BWXT BWX Technologies Inc | AVOID | Research eligible 50–54 | 3.3 | 2.0 | AGREE | 51.8 | $14.3B · Large | headwind | 2026-11-02 | fresh |
| 44 | EEFT Euronet Worldwide Inc | AVOID | Research eligible 50–54 | 5.0 | 5.0 | AGREE | 51.8 | — · Unknown | unknown | 2026-10-27 | fresh |
| 45 | PRIM Primoris Services Corporation | AVOID | Research eligible 50–54 | 3.0 | 2.0 | AGREE | 51.7 | $4.0B · Mid | headwind | 2026-11-03 | fresh |
| 46 | AROC Archrock Inc | AVOID | Research eligible 50–54 | 4.9 | 2.0 | AGREE | 51.7 | $5.7B · Mid | tailwind | 2026-11-02 | fresh |
| 47 | TCMD Tactile Systems Technology Inc | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 51.6 | $508M · Small | tailwind | 2026-11-02 | fresh |
| 48 | BBW Build-A-Bear Workshop Inc | AVOID | Research eligible 50–54 | 5.0 | 2.0 | AGREE | 51.3 | $378M · Small | tailwind | 2026-12-03 | fresh |
| 49 | UBER Uber Technologies Inc | AVOID | Research eligible 50–54 | 4.9 | 7.0 | CONFLICT | 51.3 | $156.2B · Large | headwind | 2026-11-04 | fresh |
| 50 | EPRT Essential Properties Realty Trust Inc | AVOID | Research eligible 50–54 | 5.0 | 2.0 | AGREE | 51.2 | — · Unknown | unknown | 2027-02-10 | fresh |
| 51 | CHDN Churchill Downs Incorporated | AVOID | Research eligible 50–54 | 5.0 | 2.0 | AGREE | 50.9 | $6.2B · Mid | tailwind | 2026-10-28 | fresh |
| 52 | PFSI PennyMac Finl Svcs Inc | AVOID | Research eligible 50–54 | 3.8 | 2.0 | AGREE | 50.8 | — · Unknown | unknown | 2026-10-29 | fresh |
| 53 | NXT Nextpower Inc. | AVOID | Research eligible 50–54 | 4.3 | 2.0 | AGREE | 50.8 | $12.5B · Large | headwind | 2026-10-28 | fresh |
| 54 | NOC Northrop Grumman Corporation | AVOID | Research eligible 50–54 | 5.0 | 5.0 | AGREE | 50.8 | $74.4B · Large | headwind | 2027-01-26 | fresh |
| 55 | CLB Core Laboratories NV | AVOID | Research eligible 50–54 | 4.1 | 2.0 | AGREE | 50.7 | — · Unknown | unknown | 2026-10-28 | fresh |
| 56 | VITL Vital Farms Inc | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 50.7 | $434M · Small | tailwind | 2026-11-03 | fresh |
| 57 | CMG Chipotle Mexican Grill Inc | AVOID | Research eligible 50–54 | 3.8 | 2.0 | AGREE | 50.6 | $48.7B · Large | tailwind | 2026-10-28 | fresh |
| 58 | NATR Natures Sunshine Products Inc | AVOID | Research eligible 50–54 | 4.8 | 2.0 | AGREE | 50.4 | $249M · Micro | tailwind | 2026-11-04 | fresh |
| 59 | NXRT Nexpoint Residential Trust Inc | AVOID | Research eligible 50–54 | 4.4 | 2.0 | AGREE | 50.3 | — · Unknown | unknown | 2026-11-03 | fresh |
| 60 | YALA Yalla Group Ltd | AVOID | Research eligible 50–54 | 5.0 | 7.0 | CONFLICT | 50.3 | $835M · Small | headwind | 2026-11-09 | fresh |
| 61 | LHX L3Harris Technologies Inc | AVOID | Research eligible 50–54 | 5.0 | 2.0 | AGREE | 50.2 | $48.7B · Large | headwind | 2026-10-29 | fresh |
| 62 | LII Lennox International Inc | AVOID | Research eligible 50–54 | 5.0 | 2.0 | AGREE | 50.1 | $12.9B · Large | headwind | 2026-10-28 | fresh |
| 63 | TRAK ReposiTrak | AVOID | Research eligible 50–54 | 4.7 | 7.0 | CONFLICT | 50.1 | $144M · Micro | headwind | 2026-11-12 | fresh |
| 64 | AON Aon PLC | AVOID | Research eligible 50–54 | 5.0 | 10.0 | V3 EARLIER | 50.0 | $70.2B · Large | headwind | 2026-10-28 | fresh |
| 65 | SE Sea Ltd | AVOID | Reservoir 40–49 | 3.0 | 2.0 | AGREE | 50.0 | $69.1B · Large | headwind | 2026-11-10 | fresh |
| 66 | CRH CRH PLC ADR | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 49.9 | $61.7B · Large | headwind | 2026-10-29 | fresh |
| 67 | KNF Knife River Corporation | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 49.7 | — · Unknown | unknown | 2026-11-03 | fresh |
| 68 | KEQU Kewaunee Scientific Corporation | AVOID | Reservoir 40–49 | 5.0 | 7.0 | CONFLICT | 49.5 | $104M · Micro | tailwind | unknown | fresh |
| 69 | CMCSA Comcast Corp | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 49.4 | $95.1B · Large | headwind | 2027-01-28 | fresh |
| 70 | LCII LCI Industries | AVOID | Reservoir 40–49 | 4.2 | 2.0 | AGREE | 49.4 | $2.5B · Mid | tailwind | 2026-11-05 | fresh |
| 71 | DLX Deluxe Corporation | AVOID | Reservoir 40–49 | 5.0 | 7.0 | CONFLICT | 49.3 | $1.1B · Small | tailwind | 2026-11-04 | fresh |
| 72 | IBP Installed Building Products Inc | AVOID | Reservoir 40–49 | 5.0 | 5.0 | AGREE | 49.2 | $6.3B · Mid | tailwind | 2026-11-05 | fresh |
| 73 | CHTR Charter Communications Inc | AVOID | Reservoir 40–49 | 4.2 | 2.0 | AGREE | 49.2 | $19.0B · Large | headwind | 2026-11-06 | fresh |
| 74 | CYD China Yuchai International Limited | AVOID | Reservoir 40–49 | 3.0 | 2.0 | AGREE | 49.1 | $1.4B · Small | headwind | unknown | fresh |
| 75 | PHIN PHINIA Inc. | AVOID | Reservoir 40–49 | 4.4 | 2.0 | AGREE | 49.0 | $2.5B · Mid | tailwind | 2026-10-29 | fresh |
| 76 | SMID Smith-Midland Corp | AVOID | Reservoir 40–49 | 4.9 | 2.0 | AGREE | 48.8 | $138M · Micro | headwind | 2026-11-12 | fresh |
| 77 | PRG PROG Holdings Inc | AVOID | Reservoir 40–49 | 4.1 | 2.0 | AGREE | 48.8 | $1.5B · Small | tailwind | 2026-10-28 | fresh |
| 78 | LZB La-Z-Boy Incorporated | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 48.8 | $1.3B · Small | tailwind | 2026-11-17 | fresh |
| 79 | TXRH Texas Roadhouse Inc | AVOID | Reservoir 40–49 | 5.0 | 10.0 | CONFLICT | 48.7 | $12.5B · Large | tailwind | 2026-11-05 | fresh |
| 80 | PLAB Photronics Inc | AVOID | Reservoir 40–49 | 5.0 | 7.0 | CONFLICT | 48.6 | $1.6B · Small | headwind | 2026-12-09 | fresh |
| 81 | SAR Saratoga Investment Corp | AVOID | Reservoir 40–49 | 3.4 | 2.0 | AGREE | 48.5 | — · Unknown | unknown | 2027-01-06 | fresh |
| 82 | BOOT Boot Barn Holdings Inc | AVOID | Reservoir 40–49 | 3.2 | 2.0 | AGREE | 48.4 | $4.5B · Mid | tailwind | 2026-10-28 | fresh |
| 83 | JFIN Jiayin Group Inc | AVOID | Reservoir 40–49 | 4.4 | 2.0 | AGREE | 48.3 | $95M · Micro | headwind | 2026-11-24 | fresh |
| 84 | TSCO Tractor Supply Company | AVOID | Reservoir 40–49 | 4.8 | 10.0 | V3 EARLIER | 48.2 | $18.2B · Large | tailwind | 2027-01-28 | fresh |
| 85 | SFD Smithfield Foods, Inc. Common Stock | AVOID | Reservoir 40–49 | 4.0 | 2.0 | AGREE | 48.1 | $8.8B · Mid | tailwind | 2026-10-27 | fresh |
| 86 | TREE Lendingtree Inc | AVOID | Reservoir 40–49 | 5.0 | 10.0 | CONFLICT | 47.8 | — · Unknown | unknown | 2026-11-03 | fresh |
| 87 | POST Post Holdings Inc | AVOID | Reservoir 40–49 | 5.0 | 7.0 | CONFLICT | 47.5 | $3.8B · Mid | tailwind | 2026-11-19 | fresh |
| 88 | NPKI NPK International Inc. | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 47.4 | $1.1B · Small | headwind | 2026-10-29 | fresh |
| 89 | FVRR Fiverr International Ltd | AVOID | Reservoir 40–49 | 4.0 | 5.0 | AGREE | 47.3 | $339M · Small | tailwind | 2026-10-29 | fresh |
| 90 | ACM Aecom Technology Corporation | AVOID | Reservoir 40–49 | 5.0 | 10.0 | CONFLICT | 47.2 | $8.6B · Mid | headwind | 2026-11-17 | fresh |
| 91 | AXR AMREP Corporation | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 47.1 | $122M · Micro | tailwind | unknown | fresh |
| 92 | SPOK Spok Holdings Inc | AVOID | Reservoir 40–49 | 4.3 | 7.0 | V3 EARLIER | 46.9 | $221M · Micro | headwind | 2026-10-28 | fresh |
| 93 | FN Fabrinet | AVOID | Reservoir 40–49 | 3.4 | 2.0 | AGREE | 46.7 | $14.2B · Large | headwind | 2026-11-02 | fresh |
| 94 | WLFC Willis Lease Finance Corporation | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 46.3 | $1.2B · Small | tailwind | 2026-11-03 | fresh |
| 95 | JL J-Long Group Limited | AVOID | Reservoir 40–49 | 5.0 | 7.0 | CONFLICT | 46.3 | $18M · Micro | tailwind | unknown | fresh |
| 96 | KAI Kadant Inc | AVOID | Reservoir 40–49 | 5.0 | 5.0 | AGREE | 46.3 | $3.5B · Mid | headwind | 2026-11-03 | fresh |
| 97 | CVNA Carvana Co | AVOID | Reservoir 40–49 | 4.1 | 7.0 | V3 EARLIER | 46.2 | $53.4B · Large | tailwind | 2026-10-28 | fresh |
| 98 | BTU Peabody Energy Corp | AVOID | Reservoir 40–49 | 3.9 | 7.0 | CONFLICT | 46.2 | — · Unknown | unknown | 2026-11-04 | fresh |
| 99 | WB Weibo Corp | AVOID | Reservoir 40–49 | 3.6 | 2.0 | AGREE | 46.2 | $1.7B · Small | headwind | 2026-11-17 | fresh |
| 100 | ALGN Align Technology Inc | AVOID | Reservoir 40–49 | 5.0 | 2.0 | AGREE | 46.2 | $11.3B · Large | tailwind | 2026-10-28 | fresh |
Discovery / Watch Research · PRE-AI
First 100 names in the frozen Cohort 2 discovery lane.
| Rank | Company | GCAE decision | TD tier | T2 | T3 | Pre-AI timing | Fund /75 | Market cap | Rotation | Earnings | Freshness |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | XYF X Financial Class A | WATCH | — | 3.9 | 7.0 | AGREE | 68.4 | — · Unknown | unknown | 2026-11-26 | fresh |
| 2 | CRC California Resources Corp | WATCH | — | 8.8 | 5.0 | AGREE | 61.9 | — · Unknown | unknown | 2026-11-02 | fresh |
| 3 | FICO Fair Isaac Corporation | WATCH | — | 4.9 | 5.0 | AGREE | 58.4 | $23.7B · Large | headwind | 2026-11-04 | fresh |
| 4 | UDR UDR Inc | WATCH | — | 10.2 | 5.0 | AGREE | 57.9 | — · Unknown | unknown | 2026-11-02 | fresh |
| 5 | EXPE Expedia Group Inc. | WATCH | — | 9.9 | 3.0 | AGREE | 57.8 | $37.0B · Large | tailwind | 2026-11-04 | fresh |
| 6 | PLNT Planet Fitness Inc | WATCH | — | 5.5 | 7.0 | AGREE | 57.6 | $3.9B · Mid | tailwind | 2026-11-05 | fresh |
| 7 | CSR Centerspace | WATCH | — | 7.6 | 7.0 | AGREE | 57.4 | — · Unknown | unknown | 2026-11-02 | fresh |
| 8 | INVA Innoviva Inc | WATCH | — | 8.2 | 7.0 | AGREE | 57.3 | $1.5B · Small | tailwind | 2026-11-04 | fresh |
| 9 | UI Ubiquiti Networks Inc | WATCH | — | 6.2 | 7.0 | AGREE | 57.0 | $36.2B · Large | headwind | 2026-11-06 | fresh |
| 10 | TSM Taiwan Semiconductor Manufacturing | WATCH | — | 7.1 | 3.0 | AGREE | 56.7 | $2.15T · Mega | headwind | 2027-01-14 | fresh |
| 11 | MNST Monster Beverage Corp | WATCH | — | 10.0 | 3.0 | AGREE | 56.7 | $87.0B · Large | tailwind | 2026-11-05 | fresh |
| 12 | YELP Yelp Inc | WATCH | — | 5.9 | 5.0 | AGREE | 56.2 | $1.2B · Small | headwind | 2026-11-05 | fresh |
| 13 | HNNA Hennessy Ad | WATCH | — | 11.2 | 7.0 | AGREE | 55.6 | — · Unknown | unknown | unknown | fresh |
| 14 | PODD Insulet Corporation | WATCH | — | 6.8 | 7.0 | AGREE | 55.4 | $10.3B · Large | tailwind | 2026-11-04 | fresh |
| 15 | BR Broadridge Financial Solutions Inc | WATCH | — | 12.1 | 12.0 | AGREE | 54.9 | $20.3B · Large | headwind | 2026-11-03 | fresh |
| 16 | AYI Acuity Brands Inc | WATCH | — | 9.6 | 12.0 | AGREE | 54.9 | $9.9B · Mid | headwind | 2027-01-07 | fresh |
| 17 | BIRK Birkenstock Holding plc | WATCH | — | 6.2 | 7.0 | AGREE | 54.9 | $5.6B · Mid | tailwind | 2026-12-17 | fresh |
| 18 | NYT New York Times Company | WATCH | — | 9.7 | 5.0 | AGREE | 54.8 | $10.9B · Large | tailwind | 2026-11-04 | fresh |
| 19 | PRDO Perdoceo Education Corp | WATCH | — | 11.9 | 7.0 | AGREE | 54.7 | $2.1B · Mid | tailwind | 2026-11-05 | fresh |
| 20 | YOU Clear Secure Inc | WATCH | — | 10.9 | 5.0 | AGREE | 54.7 | $4.5B · Mid | headwind | 2026-11-04 | fresh |
| 21 | LOPE Grand Canyon Education Inc | WATCH | — | 12.8 | 12.0 | AGREE | 54.6 | $3.9B · Mid | tailwind | 2026-11-04 | fresh |
| 22 | SELF Global Self Storage Inc | WATCH | — | 6.8 | 5.0 | AGREE | 54.5 | — · Unknown | unknown | unknown | fresh |
| 23 | EVTC Evertec Inc | WATCH | — | 8.5 | 5.0 | AGREE | 54.4 | $1.8B · Small | headwind | 2026-11-03 | fresh |
| 24 | MWA Mueller Water Products | WATCH | — | 6.7 | 10.0 | AGREE | 54.2 | $3.7B · Mid | headwind | 2026-11-04 | fresh |
| 25 | OLLI Ollie's Bargain Outlet Hldg | WATCH | — | 8.1 | 10.0 | AGREE | 53.7 | $4.5B · Mid | tailwind | 2026-12-09 | fresh |
| 26 | XPEL Xpel Inc | WATCH | — | 5.5 | 7.0 | AGREE | 53.7 | $1.4B · Small | tailwind | 2026-11-04 | fresh |
| 27 | IDXX IDEXX Laboratories Inc | WATCH | — | 9.0 | 12.0 | AGREE | 53.6 | $42.5B · Large | tailwind | 2026-11-02 | fresh |
| 28 | MMS Maximus Inc | WATCH | — | 6.4 | 12.0 | AGREE | 53.6 | $3.0B · Mid | tailwind | 2026-11-20 | fresh |
| 29 | GMED Globus Medical | WATCH | — | 10.0 | 5.0 | AGREE | 52.7 | $10.8B · Large | tailwind | 2026-11-05 | fresh |
| 30 | CHWY Chewy Inc | WATCH | — | 5.5 | 12.0 | AGREE | 52.5 | $9.9B · Mid | tailwind | 2026-12-09 | fresh |
| 31 | EZPW EZCORP Inc | WATCH | — | 10.8 | 4.0 | AGREE | 52.5 | $2.0B · Mid | tailwind | 2026-11-18 | fresh |
| 32 | ODD ODDITY Tech Ltd. Class A Ordinary Shares | WATCH | — | 11.4 | 12.0 | AGREE | 52.4 | $668M · Small | tailwind | 2026-11-18 | fresh |
| 33 | SMCI Super Micro Computer Inc | WATCH | — | 10.6 | 7.0 | AGREE | 52.2 | $24.3B · Large | headwind | 2026-11-03 | fresh |
| 34 | BKE Buckle Inc | WATCH | — | 10.3 | 12.0 | AGREE | 52.1 | $2.2B · Mid | tailwind | 2026-11-20 | fresh |
| 35 | CSV Carriage Services Inc | WATCH | — | 5.0 | 10.0 | AGREE | 52.1 | $530M · Small | tailwind | 2026-11-04 | fresh |
| 36 | CF CF Industries Holdings Inc | WATCH | — | 6.8 | 4.0 | AGREE | 52.1 | $21.1B · Large | headwind | 2026-11-04 | fresh |
| 37 | WTS Watts Water Technologies Inc | WATCH | — | 6.4 | 4.0 | AGREE | 51.9 | $11.7B · Large | headwind | 2026-11-04 | fresh |
| 38 | YUM Yum! Brands Inc | WATCH | — | 10.0 | 12.0 | AGREE | 51.7 | $41.3B · Large | tailwind | 2026-11-03 | fresh |
| 39 | JKHY Jack Henry & Associates Inc | WATCH | — | 12.5 | 12.0 | AGREE | 51.5 | — · Unknown | unknown | 2026-11-03 | fresh |
| 40 | NRDS Nerdwallet Inc | WATCH | — | 11.1 | 12.0 | AGREE | 51.5 | $638M · Small | headwind | 2026-11-05 | fresh |
| 41 | RL Ralph Lauren Corp Class A | WATCH | — | 11.3 | 7.0 | AGREE | 51.4 | $20.0B · Large | tailwind | 2026-11-05 | fresh |
| 42 | NSSC NAPCO Security Technologies Inc | WATCH | — | 11.1 | 12.0 | AGREE | 51.2 | $1.3B · Small | headwind | 2026-11-02 | fresh |
| 43 | CCK Crown Holdings Inc | WATCH | — | 8.7 | 3.0 | AGREE | 50.6 | $12.7B · Large | tailwind | 2027-02-03 | fresh |
| 44 | ASML ASML Holding NV ADR | WATCH | — | 7.9 | 4.0 | AGREE | 50.6 | $646.2B · Mega | headwind | 2027-01-27 | fresh |
| 45 | MPTI M-tron Industries, Inc. | WATCH | — | 6.0 | 5.0 | AGREE | 50.5 | $317M · Small | headwind | 2026-11-11 | fresh |
| 46 | TDG Transdigm Group Incorporated | WATCH | — | 6.1 | 7.0 | AGREE | 50.4 | $63.8B · Large | headwind | 2026-11-05 | fresh |
| 47 | RELX Relx PLC ADR | WATCH | — | 8.1 | 10.0 | AGREE | 50.3 | $61.2B · Large | tailwind | 2027-02-11 | fresh |
| 48 | ACEL Accel Entertainment Inc | WATCH | — | 8.6 | 7.0 | AGREE | 50.0 | $945M · Small | tailwind | 2026-11-03 | fresh |
| 49 | DUOL Duolingo Inc | WATCH | — | 10.7 | 10.0 | AGREE | 49.9 | $7.4B · Mid | headwind | 2026-11-03 | fresh |
| 50 | ADUS Addus HomeCare Corporation | WATCH | — | 5.7 | 12.0 | AGREE | 49.7 | $2.2B · Mid | tailwind | 2026-11-03 | fresh |
| 51 | IPAR Inter Parfums Inc | WATCH | — | 7.6 | 4.0 | AGREE | 49.5 | $3.7B · Mid | tailwind | 2026-11-04 | fresh |
| 52 | FIVE Five Below Inc | WATCH | — | 10.7 | 5.0 | AGREE | 49.5 | $13.4B · Large | tailwind | 2026-12-02 | fresh |
| 53 | BBWI Bath & Body Works Inc. | WATCH | — | 11.2 | 12.0 | AGREE | 49.4 | $3.7B · Mid | tailwind | 2026-11-19 | fresh |
| 54 | CRK Comstock Resources Inc | WATCH | — | 6.3 | 12.0 | AGREE | 49.4 | — · Unknown | unknown | 2026-11-04 | fresh |
| 55 | DIS Walt Disney Company | WATCH | — | 8.3 | 12.0 | AGREE | 49.4 | $186.4B · Large | headwind | 2026-11-17 | fresh |
| 56 | PBH Prestige Brand Holdings Inc | WATCH | — | 5.4 | 7.0 | AGREE | 49.3 | $2.5B · Mid | tailwind | 2026-11-05 | fresh |
| 57 | ULS UL Solutions Inc. | WATCH | — | 6.1 | 12.0 | AGREE | 49.2 | $15.0B · Large | tailwind | 2026-11-03 | fresh |
| 58 | CCL Carnival Corporation | WATCH | — | 8.9 | 5.0 | AGREE | 49.0 | $32.5B · Large | tailwind | 2026-12-18 | fresh |
| 59 | BSY Bentley Systems Inc | WATCH | — | 11.3 | 12.0 | AGREE | 48.8 | $10.6B · Large | headwind | 2026-11-05 | fresh |
| 60 | CAAP Corporacion America Airports | WATCH | — | 6.8 | 7.0 | AGREE | 48.8 | $4.0B · Mid | headwind | 2026-11-23 | fresh |
| 61 | MAT Mattel Inc | WATCH | — | 9.2 | 7.0 | AGREE | 48.7 | $4.2B · Mid | tailwind | 2026-11-05 | fresh |
| 62 | MDT Medtronic PLC | WATCH | — | 9.2 | 12.0 | AGREE | 48.6 | $118.0B · Large | tailwind | 2026-11-17 | fresh |
| 63 | DLB Dolby Laboratories | WATCH | — | 12.8 | 12.0 | AGREE | 48.2 | $5.8B · Mid | headwind | 2026-11-17 | fresh |
| 64 | FDX FedEx Corporation | WATCH | — | 8.4 | 5.0 | AGREE | 47.9 | $74.9B · Large | headwind | unknown | fresh |
| 65 | FHN First Horizon Corporation | WATCH | — | 7.2 | 7.0 | AGREE | 47.9 | — · Unknown | unknown | 2027-01-13 | fresh |
| 66 | VNT Vontier Corp | WATCH | — | 12.4 | 12.0 | AGREE | 47.7 | $4.4B · Mid | headwind | 2026-11-05 | fresh |
| 67 | DOX Amdocs Ltd | WATCH | — | 10.3 | 12.0 | AGREE | 47.7 | $6.5B · Mid | headwind | 2026-11-03 | fresh |
| 68 | PEN Penumbra Inc | WATCH | — | 10.5 | 9.0 | AGREE | 47.6 | $12.7B · Large | tailwind | 2026-11-04 | fresh |
| 69 | SUZ Suzano Papel e Celulose SA ADR | WATCH | — | 9.2 | 10.0 | AGREE | 47.6 | $11.3B · Large | headwind | 2026-11-05 | fresh |
| 70 | FOUR Shift4 Payments Inc | WATCH | — | 5.4 | 7.0 | AGREE | 47.6 | $3.5B · Mid | tailwind | 2026-11-05 | fresh |
| 71 | CGNX Cognex Corporation | WATCH | — | 9.6 | 5.0 | AGREE | 47.5 | $10.1B · Large | headwind | 2026-11-04 | fresh |
| 72 | FIZZ National Beverage Corp | WATCH | — | 9.5 | 12.0 | AGREE | 47.5 | $3.0B · Mid | tailwind | 2026-12-10 | fresh |
| 73 | NTES NetEase Inc | WATCH | — | 9.7 | 7.0 | AGREE | 47.5 | $76.5B · Large | headwind | 2026-11-19 | fresh |
| 74 | COO The Cooper Companies, Inc | WATCH | — | 6.3 | 10.0 | AGREE | 47.4 | $13.6B · Large | tailwind | 2026-12-10 | fresh |
| 75 | BRC Brady Corporation | WATCH | — | 6.4 | 7.0 | AGREE | 47.3 | $4.2B · Mid | tailwind | 2026-11-17 | fresh |
| 76 | ADEA ADEIA CORP | WATCH | — | 5.2 | 5.0 | AGREE | 47.2 | $2.8B · Mid | headwind | 2026-11-02 | fresh |
| 77 | PPIH Perma-Pipe International Holdings Inc | WATCH | — | 8.5 | 10.0 | AGREE | 47.2 | $222M · Micro | headwind | 2026-12-10 | fresh |
| 78 | GAP The Gap, Inc. | WATCH | — | 7.6 | 10.0 | AGREE | 47.1 | $7.7B · Mid | tailwind | 2026-11-19 | fresh |
| 79 | CASY Caseys General Stores Inc | WATCH | — | 8.6 | 5.0 | AGREE | 46.8 | $27.9B · Large | tailwind | 2026-12-08 | fresh |
| 80 | UPWK Upwork Inc | WATCH | — | 6.5 | 12.0 | AGREE | 46.6 | $1.1B · Small | headwind | 2026-11-02 | fresh |
| 81 | DLO Dlocal Ltd | WATCH | — | 8.9 | 4.0 | AGREE | 46.5 | $4.6B · Mid | tailwind | 2026-11-12 | fresh |
| 82 | SGI Somnigroup International Inc. | WATCH | — | 7.4 | 12.0 | AGREE | 46.2 | $14.3B · Large | tailwind | 2026-11-09 | fresh |
| 83 | GTEC Greenland Acquisition Corp | WATCH | — | 3.5 | 7.0 | AGREE | 46.2 | $24M · Micro | headwind | unknown | fresh |
| 84 | DCI Donaldson Company Inc | WATCH | — | 5.7 | 7.0 | AGREE | 46.2 | $10.4B · Large | headwind | 2026-12-03 | fresh |
| 85 | RVLV Revolve Group LLC | WATCH | — | 7.0 | 10.0 | AGREE | 46.2 | $1.6B · Small | tailwind | 2026-11-03 | fresh |
| 86 | OTEX Open Text Corp | WATCH | — | 9.7 | 12.0 | AGREE | 46.0 | $5.7B · Mid | headwind | 2026-11-05 | fresh |
| 87 | BCO Brinks Company | WATCH | — | 11.1 | 12.0 | AGREE | 46.0 | $4.4B · Mid | headwind | 2026-11-04 | fresh |
| 88 | ELMD Electromed Inc | WATCH | — | 5.6 | 7.0 | AGREE | 45.9 | $236M · Micro | tailwind | 2026-11-11 | fresh |
| 89 | CENTA Central Garden & Pet Company A | WATCH | — | 8.3 | 3.0 | AGREE | 45.7 | $2.3B · Mid | tailwind | 2026-11-25 | fresh |
| 90 | ROST Ross Stores Inc | WATCH | — | 7.6 | 3.0 | AGREE | 45.7 | $73.7B · Large | tailwind | 2026-11-19 | fresh |
| 91 | ZBH Zimmer Biomet Holdings Inc | WATCH | — | 8.7 | 12.0 | AGREE | 45.6 | $19.0B · Large | tailwind | 2026-11-04 | fresh |
| 92 | AME Ametek Inc | WATCH | — | 8.2 | 4.0 | AGREE | 45.6 | $53.5B · Large | headwind | 2026-11-03 | fresh |
| 93 | TGLS Tecnoglass Inc | WATCH | — | 6.7 | 7.0 | AGREE | 45.3 | $1.7B · Small | headwind | 2026-11-05 | fresh |
| 94 | SBAC SBA Communications Corp | WATCH | — | 8.1 | 5.0 | AGREE | 45.3 | — · Unknown | unknown | 2026-11-02 | fresh |
| 95 | BWB Bridgewater Bancshares Inc | WATCH | — | 8.1 | 3.0 | AGREE | 45.3 | — · Unknown | unknown | 2027-01-26 | fresh |
| 96 | LEVI Levi Strauss & Co Class A | WATCH | — | 9.6 | 5.0 | AGREE | 45.3 | $7.9B · Mid | tailwind | 2027-01-28 | fresh |
| 97 | BURL Burlington Stores Inc | WATCH | — | 5.4 | 7.0 | AGREE | 45.2 | $16.1B · Large | tailwind | 2026-11-27 | fresh |
| 98 | HMY Harmony Gold Mining Company Limited | WATCH | — | 4.4 | 7.0 | AGREE | 44.7 | — · Unknown | unknown | unknown | fresh |
| 99 | LGCY Legacy Education Inc. | WATCH | — | 7.6 | 7.0 | AGREE | 44.5 | $136M · Micro | tailwind | 2026-11-12 | fresh |
| 100 | FANG Diamondback Energy Inc | WATCH | — | 5.8 | 3.0 | AGREE | 44.4 | — · Unknown | unknown | 2026-11-02 | fresh |
PRE-AI attempt gcae-quality-research-handoff-20261025T044855Z · artifact a6a0bbfeaa4b…