While many investors focus their attention on tech giants, smaller companies are operating in sectors that could become highly relevant in the coming years.

Meet the 6 on my radar: 🧵👇

1️⃣ $ONDS | Ondas Holdings

It operates in autonomous drones, robotics, and security and defense systems. Growing demand for border surveillance, infrastructure protection, and military technology could create major opportunities for the company.

2️⃣ $AIP | Arteris

Develops essential technology for connecting components inside advanced chips. With the expansion of artificial intelligence, data centers, and high-performance computing, demand for these kinds of solutions could grow significantly.

3️⃣ $KRMN | Karman Space & Defense

Provides components and solutions for aerospace and defense programs. Increased military and space investment, coupled with a substantial contract backlog, places the company in a strategic sector.

4️⃣ $LMB | Limbach Holdings

Works on mechanical and electrical infrastructure and climate-control systems for hospitals, industrial facilities, and data centers. The expansion of data centers and the modernization of facilities could drive its business.

5️⃣ $AVEX | AEVEX

A defense technology company specializing in unmanned systems, intelligence, surveillance, and autonomous solutions. The acquisition of BlackSea expanded its presence into unmanned maritime systems, adding another growth avenue.

6️⃣ $PPIH | Perma-Pipe

Develops industrial piping, insulation, and leak detection systems. It operates in the energy, oil and gas, water, and infrastructure sectors. Modernization projects and industrial expansion could boost demand for its solutions.

📊 Why am I following these companies?

All are positioned in markets with potential growth drivers through 2028: artificial intelligence, defense, drones, data centers, energy, and infrastructure.

⚠️ Important: growth potential does not guarantee appreciation. These companies carry risks, and each one needs to be analyzed based on valuation, results, debt, cash flow, and share dilution.

The question is: which of these 6 could surprise the market by 2028? 👀