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The themes Repay is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.$443.9BA+
PANWPalo Alto Networks, Inc.$273.5BA
CRWDCrowdStrike Holdings, Inc.$234.6BA
NETCloudflare, Inc.$112.9BA-
FTNTFortinet, Inc.$94.1BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A
UIUbiquiti Inc.Nov 6, 2026BAGraded B, now A
Built from Repay Holdings Corporation’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
