$30M-$10B mkt cap range
IndustryMulti
Small caps $30M-$10B mkt cap range
Source: VTMarkets
+8.9% YTD March 11 2026
IndustryLong
Russell 2000 +8.9% YTD by March 11 2026
Source: Financial
2014 trade ~2150 pts Jan 2026
IndustryMulti
Russell 2000 ~2150 Jan 2026 +3.8% YTD
Source: VTMarkets
40% floating-rate debt vs 10% SP
IndustryLong
Russell 2000 40% floating-rate vs S&P 10%
Source: Financial
5-7% Q1 2026 EPS growth est
IndustryLong
Q1 2026 5-7% small cap EPS growth est
Source: Equiti
90%+ revenue domestic
IndustryLong
Russell 2000 90%+ revenue domestic
Source: Financial
AVUV Avantis Small Cap Value
ETFsLong
Avantis AVUV Small Cap Value
Source: encyclopedia
Active stockpicking era
StrategyLong
Active stockpicking era 2026
Source: InvestmentNews
Affirm AFRM BNPL
NamesMulti
Affirm AFRM BNPL
Source: encyclopedia
Allegro MicroSystems ALGM
NamesMulti
Allegro MicroSystems ALGM
Source: encyclopedia
Avoid unprofitable bottom 35%
StrategyShort
Avoid Russell 2000 unprofitable component
Source: Financial
Carvana CVNA car retailer
NamesMulti
Carvana CVNA used car turnaround
Source: encyclopedia
Casella Waste CWST
NamesMulti
Casella Waste CWST regional
Source: encyclopedia
Cava Group CAVA
NamesMulti
CAVA Group restaurants
Source: encyclopedia
Cleveland-Cliffs CLF iron
NamesMulti
Cleveland-Cliffs CLF iron + steel
Source: encyclopedia
Coiled spring narrative
IndustryLong
Coiled spring narrative small caps 2026
Source: Financial
Coinbase COIN crypto
NamesLong
Coinbase COIN crypto exchange
Source: encyclopedia
Comfort Systems FIX HVAC
NamesLong
Comfort Systems FIX HVAC mech contractor
Source: encyclopedia
Construction Partners ROAD
NamesLong
Construction Partners ROAD highway
Source: encyclopedia
Curtiss-Wright CW defense
NamesLong
Curtiss-Wright CW defense
Source: encyclopedia
DFAS Dimensional small cap
ETFsLong
Dimensional DFAS US Small Cap value
Source: encyclopedia
Deckers DECK Hoka UGG
NamesLong
Deckers DECK Hoka + UGG
Source: encyclopedia
Doximity DOCS
NamesMulti
Doximity DOCS healthcare
Source: encyclopedia
DraftKings DKNG sports betting
NamesMulti
DraftKings DKNG sports betting
Source: encyclopedia
Etsy ETSY marketplace
NamesMulti
Etsy ETSY handmade marketplace
Source: encyclopedia
Fed 3 cuts late 2025 driver
IndustryLong
Fed 3x 25bp cuts late 2025 small caps
Source: Equiti
Fed funds 3.50-3.75% bottom
IndustryLong
Fed funds 3.50-3.75% target
Source: Equiti
Globus Medical GMED
NamesMulti
Globus Medical GMED med device
Source: encyclopedia
Gorman-Rupp GRC
NamesLong
Gorman-Rupp GRC industrial
Source: Financial
Granite Construction GVA
NamesMulti
Granite Construction GVA highway
Source: encyclopedia
Halozyme HALO
NamesMulti
Halozyme HALO ENHANZE platform
Source: encyclopedia
Heico HEI aerospace
NamesLong
HEICO HEI aerospace components
Source: encyclopedia
Hims & Hers HIMS
NamesMulti
Hims & Hers HIMS telehealth
Source: encyclopedia
Hubbell HUBB electrical
NamesLong
Hubbell HUBB electrical products
Source: encyclopedia
IJH iShares S&P MidCap 400
Mid CapLong
iShares IJH S&P MidCap 400
Source: encyclopedia
IJR iShares S&P 600
ETFsLong
iShares IJR S&P SmallCap 600
Source: encyclopedia
IJS iShares S&P 600 Value
ETFsLong
iShares IJS S&P 600 Value
Source: encyclopedia
IJT iShares S&P 600 Growth
ETFsLong
iShares IJT S&P 600 Growth
Source: encyclopedia
IWC iShares Microcap
ETFsMulti
iShares IWC Microcap
Source: encyclopedia
IWM iShares Russell 2000
ETFsLong
iShares IWM Russell 2000 ETF
Source: IndexBox
IWN Russell 2000 Value
ETFsLong
iShares IWN Russell 2000 Value
Source: encyclopedia
IWO Russell 2000 Growth
ETFsLong
iShares IWO Russell 2000 Growth
Source: encyclopedia
IWR iShares Russell Midcap
Mid CapLong
iShares IWR Russell Midcap
Source: encyclopedia
Index has 35% unprofitable
StrategyShort
Russell 2000 ~35% unprofitable companies
Source: IndexBox
Insteel Industries IIIN
NamesMulti
Insteel Industries IIIN steel wire
Source: encyclopedia
Insulet PODD insulin pump
NamesLong
Insulet PODD Omnipod tubeless insulin
Source: encyclopedia
JPM "best stockpicking era"
IndustryLong
JPM Lecubarri small cap overweight 2026
Source: InvestmentNews
K-shaped divergence within
IndustryMulti
K-shaped divergence within small caps
Source: Financial
Krystal Biotech KRYS
NamesMulti
Krystal Biotech KRYS rare disease
Source: encyclopedia
Late 1970s/early 2000s parallel
IndustryLong
Late 70s/early 2000s small-cap precedent
Source: Financial
Lattice Semi LSCC
NamesMulti
Lattice Semiconductor LSCC FPGA
Source: encyclopedia
Long quality small cap value
StrategyLong
Long quality small cap value 2026
Source: InvestmentNews
MDY SPDR S&P MidCap 400
Mid CapLong
SPDR MDY S&P MidCap 400
Source: encyclopedia
MasTec MTZ utility infra
NamesLong
MasTec MTZ utility infrastructure
Source: encyclopedia
Mercury Systems MRCY
NamesMulti
Mercury Systems MRCY defense electr
Source: encyclopedia
OBBBA 100% bonus depreciation
IndustryLong
OBBBA Jan 2026 100% bonus depreciation small cap
Source: Financial
OBBBA R&D expensing immediate
IndustryLong
OBBBA immediate domestic R&D expensing
Source: Financial
On Holding ONON athletic
NamesLong
On Holding ONON premium athletic
Source: encyclopedia
P/E 18.11 vs S&P 22x discount
IndustryMulti
Russell 2000 P/E 18.11 vs S&P 22x
Source: Equiti
Pentair PNR water
NamesLong
Pentair PNR water solutions
Source: encyclopedia
Permian Resources PR
NamesMulti
Permian Resources PR small cap
Source: encyclopedia
Pool Corp POOL pool supplies
NamesLong
Pool Corp POOL pool supplies
Source: encyclopedia
Power Integrations POWI
NamesMulti
Power Integrations POWI
Source: encyclopedia
Quality > speculation
StrategyLong
Focus quality over speculation
Source: Financial
Quanta Services PWR
NamesLong
Quanta Services PWR utility infra
Source: encyclopedia
RH Restoration Hardware
NamesMulti
RH Restoration Hardware luxury home
Source: encyclopedia
Range Resources RRC gas
NamesMulti
Range Resources RRC Marcellus gas
Source: encyclopedia
Reconstitution semi-annual 2026
IndexMulti
Russell semi-annual reconstitution 2026
Source: LSEG
Robinhood HOOD
NamesLong
Robinhood HOOD retail brokerage
Source: encyclopedia
Roblox RBLX gaming
NamesMulti
Roblox RBLX user-generated gaming
Source: encyclopedia
Russell 1000 large cap
StrategyMulti
Russell 1000 large-cap 90%+ US equity
Source: LSEG
Russell 2000 +6% YTD March 2026
IndustryLong
Russell 2000 +6% YTD March 2026
Source: Financial
Russell 2000 13-Q slumber broken
IndustryLong
Russell 2000 13-Q slumber broken Feb 2026
Source: Financial
Russell 2000 IWM 2000 cos
IndexMulti
Russell 2000 IWM 2000 small cap names
Source: LSEG
Russell 2500 smid 2500
IndexMulti
Russell 2500 smid 2500 names
Source: VTMarkets
Russell 3000 broad market
StrategyMulti
Russell 3000 broad market 98% US equity
Source: LSEG
Russell Microcap smallest
IndexMulti
Russell Microcap IWC smallest 1000
Source: encyclopedia
Russell Midcap 800-1000 names
Mid CapMulti
Russell Midcap 800-1000 names
Source: encyclopedia
S&P 400 MidCap 400 names
Mid CapMulti
S&P MidCap 400 quality-screened
Source: encyclopedia
S&P 600 quality-screened 600
IndexMulti
S&P 600 600 names quality screened
Source: IndexBox
SAIA SAIA LTL trucker
NamesMulti
Saia SAIA LTL trucker
Source: encyclopedia
SLY SPDR S&P 600
ETFsLong
SPDR SLY S&P 600 Small Cap
Source: encyclopedia
Silicon Labs SLAB
NamesMulti
Silicon Labs SLAB
Source: encyclopedia
Snowflake SNOW data
NamesLong
Snowflake SNOW data cloud
Source: encyclopedia
Sprouts Farmers SFM
NamesLong
Sprouts Farmers SFM small cap winner
Source: Financial
Sterling Infra Energy STRL
NamesLong
Sterling Infrastructure STRL data center
Source: encyclopedia
Sun Country Airlines SNCY
NamesMulti
Sun Country SNCY low-cost carrier
Source: encyclopedia
SuperMicro Computer SMCI
NamesMulti
Super Micro SMCI AI server (now mid cap)
Source: encyclopedia
Trex TREX composite decking
NamesMulti
Trex TREX composite decking
Source: encyclopedia
VB Vanguard Small Cap
ETFsLong
Vanguard VB Small Cap
Source: encyclopedia
VBK Vanguard Small-Cap Growth
ETFsLong
Vanguard VBK Small Cap Growth
Source: encyclopedia
VBR Vanguard Small-Cap Value
ETFsLong
Vanguard VBR Small Cap Value
Source: encyclopedia
VO Vanguard Mid-Cap
Mid CapLong
Vanguard VO Mid Cap
Source: encyclopedia
VOE Vanguard Mid-Cap Value
Mid CapLong
Vanguard VOE Mid Cap Value
Source: encyclopedia
VOT Vanguard Mid-Cap Growth
Mid CapLong
Vanguard VOT Mid Cap Growth
Source: encyclopedia
VTWO Vanguard Russell 2000
ETFsLong
Vanguard VTWO Russell 2000
Source: encyclopedia
Vaxcyte PCVX
NamesMulti
Vaxcyte PCVX small cap biotech
Source: Financial
Watsco WSO HVAC distrib
NamesLong
Watsco WSO HVAC distribution
Source: encyclopedia
Wayfair W e-commerce
NamesMulti
Wayfair W home e-commerce
Source: encyclopedia
~$3.5B avg mkt cap Russell 2000
IndustryMulti
Russell 2000 avg cap ~$3.5B early 2026
Source: VTMarkets
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.