Designs and builds high-precision parts and complex systems for space launch vehicles, defense aircraft, and advanced military technology — including rocket motor cases and critical aerospace structures that have to perform in the harshest conditions. A direct play on the defense and space boom.

Developing small modular nuclear reactors installed one mile underground in deep boreholes — a clever way to tap nuclear power safely and efficiently. Especially timely with surging electricity demand from AI data centers. Super niche, super timely.

Makes large natural gas and alternative-fuel engines under the Jenbacher and Waukesha brands for power generation, data centers, and industrial uses. With AI driving massive power needs, their reliable engines are getting enormous attention. Goldman + JPM + Morgan Stanley with a huge syndicate backing this one.

Helps mobile app developers with user acquisition and monetization through AI-powered marketing tools — focused on ads and in-app purchases across gaming, social, finance, and entertainment. Blackstone-backed with Goldman Sachs and Jefferies leading.

One of the top quantum computing companies — builds quantum hardware and software targeting AI, cybersecurity, drug discovery, and materials science. Still early tech but considered a leader. Honeywell-backed. JPMorgan and Morgan Stanley leading the ~$1B raise.

Specialty insurance focused on homeowners and commercial property in challenging coastal markets like Florida and Louisiana. Uses reciprocal exchanges and careful underwriting to handle higher-risk areas. A defensive, recession-resistant niche.

Restarting the historic Sunshine Mine in Idaho — one of America's most famous silver mines, also producing antimony, copper, and lead. A classic mining restart play backed by Morgan Stanley, Scotiabank, and BMO.

Natural gas royalty company with assets in major US shale plays — Marcellus and Haynesville. Owns interests in land accounting for a meaningful share of the country's natural gas output. Plans to pay dividends. A steady, yield-oriented play on domestic gas.