SNDL store sale pending; post-transaction entity undefined; situation play only.

Steel fabrication for US megaprojects; backlog visibility strong; cyclical but profitable.

Small industrial holdco; insufficient public information to assess.

Multi-brand QSR operator; thin margins; competitive industry.

Fleet telematics SaaS; small but recurring; niche defensible.

Insufficient public information; unclear business model.

Ultra-light composite material with aerospace/defense and outdoor applications; IP moat.

Prefab wood truss serial acquirer; buy-and-hold residential construction play; profitable.

Solar cell manufacturing equipment niche; China exposure heavy.

Cannabis sector structural oversupply; persistent losses; debt heavy.

Security tech and ATM services; recurring but small; limited growth catalysts.

Antenna and RF tech; post-restructuring; execution track record weak.

IoT asset tracking devices; Telus partnership; recurring SaaS revenue growing.

Regional craft beer brand; dividend suspended; margin pressure ongoing.

Biofilter air pollution control systems; government-driven recurring contracts; niche.

Limited public information; early-stage technology company.

Building materials e-commerce; margin thin; competition from large retailers.

Mine water treatment specialist; ESG tailwind; proprietary technology niche.

Executive search firm; recurring retainer revenue; asset-light model.

Spark plasma sintering materials; defense and aerospace niche; small scale.

Cannabis holding company; sector headwinds; limited differentiation.

Debt-free South Africa anthracite processor; 27% EPS CAGR; 7x earnings; new divisions diversifying.

Quebec cannabis producer; scale limitations; sector margin pressure.

Immigration tech platform; niche but small; limited moat.

Specialty pharmacy for long-term care; recurring contracts; consolidation play.

Cellular concrete solutions; infrastructure niche; growing backlog.

Biocarbon/sustainable charcoal; ESG tailwind but pre-profitability.

Home care staffing; low-margin; competitive sector.

Specialty pharma with licensed dermatology products; royalty-like cash flows.

Consumer software; limited Canadian microcap relevance.

Emission control tech for oil and gas; ESG mandate tailwind.

Healthcare services provider; low differentiation; margin pressure.

Advanced wound care and IV protection technology; IP-protected; US market entry.

Dermatology specialty pharma; drug delivery IP; asset-light licensing model.

Post-bankruptcy restructured tea retailer; debt-free; omnichannel pivot working.

Haptic motion technology for cinema and simulation; installed base growing.

Serial acquirer of industrial SMBs; 8.5% monthly dividend; buys at 4.5x sells at 8x EBITDA; Berkshire at nano scale.

Cannabis producer; sector oversupply persistent; limited differentiation.

Insufficient public information; unclear business model.

Topical pain management products; OTC distribution; limited moat.

BC winery; brand building stage; limited public information.

Modular interior construction tech; post-restructuring; real estate headwinds.

Mobile gaming publisher; hit-driven model; limited recurring revenue.

Water leak detection IoT; insurance partnership model; subscription growing.

Lithium ceramic battery tech for material handling; IP moat; EV adjacency.

HVAC and electrical services; fragmented market; limited moat.

E-commerce roll-up; margin pressure; integration challenges.

Energy services and industrial equipment; oil/gas capex tied; profitable.

Proprietary radiant energy vacuum dehydration tech; royalty and machine sales model; food-tech moat.

Rewards and loyalty tech; highly competitive; minimal differentiation.

Alternative lending/fintech; high-risk borrower segment; credit cycle exposure.

Concrete forming products; niche industrial; profitable and growing; founder-led.

Aerospace circuit boards and cockpit illumination; defense-driven sticky contracts; profitable.

Global contract driller; 4-continent footprint; gold/copper supercycle; insider buying; deep discount to NAV.

Diversified industrial services; oilfield and construction; dividend resumed.

School bus and transit video safety systems; sticky recurring contracts; regulatory mandate tailwind.

Africas largest drill fleet; 150M contracts locked; gold/copper supercycle; trading near book value; active buyback.

International student recruitment; limited moat; sector commoditized.

Mushroom and wellness products; crowded wellness market; early stage.

Biogas upgrading systems; utility-scale RNG projects; government mandate tailwind.

Veterinary pharmacy services; growing pet care market; limited scale.

Organic energy drink brand; distribution partnership with Keurig Dr Pepper; premium positioning.

Mission-critical video for defense/broadcast; SRT open protocol moat; 73% gross margins; 150M revenue guidance.

90-year-old enclosure maker; data center rack demand; 17% dividend CAGR; family-controlled; boring perfection.

Plant-based food; crowded market; brand building phase.

Generator hybridization for remote sites; mining and telecom customers.

Mobile IV therapy app; luxury wellness segment; tiny TAM.

EV charging network; early stage; large players well-funded.

Beryllium alloys for aerospace; critical minerals angle; small scale.

Legacy web component framework; shrinking market; minimal revenue.

Industrial services holding company; limited public information.

Flexible packaging and agricultural films; profitable recovery FY2024-25; dividend paying.

Chemical specialty textiles and intimate apparel; dual-division; profitable.

Biofilm testing technology for pharma QC; niche scientific instruments; sticky.

Junior mining; exploration stage; high risk.

3D terrain mapping IP; government defense and aviation navigation contracts; data moat.

Customer experience analytics; recurring SaaS; enterprise clients; founder-led.

Electronic manufacturing services; cyclical; limited moat.

Electronic monitoring of offenders for justice system; government recurring contracts; niche.

Rail tanker safety equipment; regulatory mandate driven; recurring replacement cycle.

Online prescription eyewear; growing revenue; digital direct-to-consumer with lab.

COPPA-compliant kids digital advertising; regulatory moat; revenue growing.

Latin America specialty pharma platform; Jonathan Goodman involvement; cash-rich balance sheet.

Underwater defense sonar and robotics; NATO/defense tailwind; IP moat; hyperbaric systems.

Pharmaceutical distribution; thin margin distribution model; limited differentiation.

Rig automation and drilling tech; oil services niche; recovering oil capex.

Specialty pharma commercialization in Canada and US; growing product portfolio.

Insufficient public information; unclear business model.

Biological standards and antigens for diagnostics; lab test supply chain moat; sticky recurring.

VR/immersive technology; competitive market; pre-revenue scale.

Mobile tech company; limited information; stagnant.

Domain registration platform; recurring renewal revenue; profitable niche operator.

Miniaturized NMR spectrometers; deep IP moat; pharma QC and field chemistry TAM.

Plant-based allergen-free baking; niche but small; distribution limited.

Chronic pain and cannabis-based clinic network; recurring patient visits.

Cannabis sector headwinds; brand without distribution scale.

Specialty pharmacy for complex drug therapies; recurring but thin margins.

Multi-family housing; Atlantic Canada focus; inflation-linked rents.

Home care services in Nova Scotia; aging demographics tailwind; serial acquirer.

Satellite broadcast receiver technology; defense and media markets; profitable niche.

Telecom software and IT services; Middle East and Canada; project-based.

Digital media; highly competitive; limited differentiation.

Precision fasteners for aerospace; defense and commercial aviation; sticky contracts.

Canadian mineral driller; gold exploration tailwind; Quebec-focused.

Real estate investment platform; alternative asset democratization; early stage.

Pharmaceutical services; limited public information available.

Cannabis POS and payments; US market; federal banking restrictions create friction.

Commerce managed services turnaround; first profitable quarters; 0.5x EV/Sales vs 2.2x peers; agentic commerce pivot.

Pozzolan-based cement replacement; carbon reduction; early commercialization.

Pool safety monitoring; very small niche; limited information.

Parcel pickup and drop-off network; last-mile logistics adjacency; building density.

Seismic data library; near-zero marginal cost licensing; 21% payout ratio; 8% yield; data moat.

Clean combustion systems for oilfield waste gas; regulatory mandate driven; growing.

Dealer management software for auto dealers; Pinetree/L6 activist shareholders; sticky VMS.

Insufficient public information; limited revenue scale.

Consumer data marketplace; privacy-consent model; interesting but pre-profitability.

3D home visualization SaaS for building products; manufacturer-embedded distribution.

Organic fertilizer; crowded market; pre-profitability.

Global survey and data intelligence; government and institutional clients; proprietary sampling.

Premium organic cannabis brand; 1964 brand differentiation; higher margin positioning.

Insufficient public information; unclear business model.

Investment holding company; limited public information and track record.

UCaaS and business communications SaaS; recurring revenue; post-acquisition integration.

Insufficient public information; capital pool company or shell.

Premium cannabis concentrates; niche but small scale in tough sector.

Shopper marketing SaaS; recurring platform fee model; CPG clients.

Chemical-free decaffeination; ESG positioning; acquired/delisted - verify current status.

Senior software and analytics; limited public information available.

Physical security services; recurring guard contracts; government clients; consolidator.

Solar installation; no differentiation from utility installers; pre-scale.

AI-powered push notifications; crowded martech space; pre-profitability.

Government and nonprofit SaaS; 108% NRR; 15M Texas OAG contract; 40-50% discount to peer multiples; CEO transition creates buying window.

Chemistry automation systems; lab productivity tech; pharmaceutical R&D customers.

Steam trap and heat recovery tech; industrial energy savings; utility-like ROI for customers.

Fresh beverage contract manufacturing; private label focus; limited brand moat.

Learning commerce platform; first profitable year; 73% gross margins; Thinker AI; 28% below fair value.

Canadian trucking and logistics; CUSMA compliant; dividend paying; US cross-border exposure.

Infrastructure equipment rental; limited differentiation from larger rental players.

Telecom services provider; limited competitive differentiation from incumbents.

Steel wire and wire products manufacturer; North American construction exposure; profitable.

Regional ISP and telecom reseller; limited growth vs fiber incumbents.

AI transcription and documentation for justice system; recurring; debt level a concern.

Waste glass recycler supplying fiberglass manufacturers; 6% dividend yield; niche near-monopoly in Western Canada.

Paper and clinical disposable products; stable healthcare demand; dividend but very illiquid.

Precision frequency timing semiconductors for IoT and 5G; niche components.

Remote surveillance towers for construction and cannabis sites; recurring SaaS + hardware; growing backlog.

Mobile performance marketing platform; ad-tech competition intense.

Electronic testing services for circuit boards; recurring industrial contracts; profitable niche.