Okta is benefiting from an innovative portfolio, expanding partner base and growing international footprint.

Yelp is benefiting from a growing total addressable market, expanding mobile reach, high quality content and improving user engagement.

A robust semiconductor portfolio, increasing demand for solutions related to 5G and accretive acquisitions are key catalysts.

Fidelity’s strong position in the financial and payments solutions business, backed by a superior product portfolio and digitization efforts bodes well. Inorganic growth strategies are encouraging.

Product breadth, improving end markets, acquisitions, and the benefits of restructuring actions are positives.

Meta Platforms benefits from infusion of AI into its platforms — Facebook, WhatsApp, Instagram, Messenger and Threads — that drives user engagement and ad revenues.

New products and strategic partnerships, major theatrical releases, along with increased focus on gaming bode well.

BJ's focus on simplifying assortments, expanding into high-demand categories and building an own-brands portfolio bodes well for its growth. It also remains committed to enhancing omni-channel capabilities and providing value.

Wayfair’s robust liquidity position, strong customer loyalty, and strategic omnichannel expansion are positives.

Solid AI traction and healthy demand for networking products are growth drivers. A strong liquidity position and healthy growth in free cash flow are tailwinds.