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Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta’s workforce offerings enable a company’s employees to securely access its cloud-based and on-premises resources. The firm’s customer offerings allow its clients’ customers to securely access the client’s applications.

Sandisk is one of the five largest suppliers of NAND flash memory semiconductors globally. Sandisk is vertically integrated, producing substantially all of its flash chips at manufacturing sites across Japan via a joint-venture framework with Kioxia. Sandisk then repackages most of its chips into SSDs for consumer electronics, external storage, or cloud storage. Sandisk was formerly a piece of Western Digital for nine years (after being acquired in 2016) and was spun off as an independent company in 2025.

Value stocks -- a market segment that includes high-yield stocks -- outperformed growth stocks in 2022. In early 2025, value stocks once again outperformed growth and remained on top for about six months. That's a recent rarity, as for the past decade-plus, the performance record has favored growth. But the rollout of COVID-19 vaccines gave a lift to some of the cyclical companies (energy and regional banks) that had lagged, and value stocks outpaced growth stocks that year. While growth stocks have retaken the lead since 2023, the Federal Reserve continues to keep interest rates high to fend off inflation. This could possibly cap multiple expansion for growth companies in coming quarters. In any event, the value sector is the place to achieve income.

The demand for clean energy in America is increasing as consumers and businesses prioritize sustainability and seek to reduce their carbon footprints. Government policies and incentives, along with growing environmental awareness, are driving substantial investments in renewable energy sources and technologies. United in concern over greenhouse gas emissions stemming from fossil fuel power plants and car and truck tailpipes, 194 member states of the United Nations signed the Paris Agreement in 2015. This legally binding international treaty on climate change seeks to limit global warming. In the U.S., the Inflation Reduction Act (IRA) of 2022, enacted by the 117th Congress, called for the investment of $391 billion in programs and incentives relating to energy security and climate change, including over $120 billion for renewable energy and grid energy storage, tax credits for wind power, solar power, clean energy manufacturing, electric vehicle incentives, and other energy efficiency measures. Though the recently passed One Big Beautiful Bill Act changed some provisions previously available under the IRA, we expect economic factors to kick clean energy into a higher gear. Consider the fate of coal. As recently as 2001, coal was used to generate more than 50% of the country's electricity. That is now only 19%, due to coal's relative lower efficiency. Meanwhile, wind power as a percentage of U.S. electricity generation has grown from less than 1% in 1990 to 10% by 2022, according to the U.S. Energy Information Administration. The global solar power market is also large and quickly growing. It generated $235 billion in 2022 revenues and is projected to rise at a compound annual growth rate of 7%, to $293 billion in 2029.