Vallum: The Champions
As of Jul 1, 2026
The growth engine of the index: forever-grade companies that are in the process of earning their Immortal status. Some companies are younger and some took a deep decline, but all are dominant or fast-emerging leaders. You own these companies for growth rather than stability: proven, dominant leaders still compounding faster than the Immortals in exchange for more volatility along the way.
Rank▾Company Price Chg HQ ▾Industry ▾Rev GrowthOCF GrowthCAGRDurability
1
ARMGB
Arm Holdings plc
Semiconductors16.4%21.3%74.13%85
2
TOKIO MARINE HOLDINGS INC
Insurance9.1%15.2%62.43%86
3
Palantir Technologies Inc.
Software & IT Services23.8%65.5%62.05%70
4
NETUS
Cloudflare, Inc.
Software & IT Services31.7%60.3%48.82%72
5
CEGUS
Constellation Energy Corporatio
Utilities4.1%n/a45.92%76
6
Shopify Inc.
Software & IT Services38.3%46.9%42.58%74
7
CrowdStrike Holdings, Inc.
Software & IT Services35.8%38.5%41.77%76
8
Tesla, Inc.
Autos27.2%29.8%38.84%72
9
Evolution AB
Travel & Leisure11.3%11%37.49%76
10
Siemens Energy AG N
Industrial Machinery10%38.5%37.43%76
11
Arista Networks, Inc.
Electronics & Hardware20.8%26.5%37.25%72
12
NVIDIA Corporation
Semiconductors18.5%42.1%37.09%85
13
HWMUS
Howmet Aerospace Inc.
Aerospace & Defense-4.3%30%35.54%72
14
Amazon.com, Inc.
Internet & Retail16.6%20.2%32.28%93
15
Axon Enterprise, Inc.
Aerospace & Defense24.9%25.6%31.82%83
16
Datadog, Inc.
Software & IT Services34.7%43.6%31.77%71
17
Fortinet, Inc.
Software & IT Services20.1%19.2%30.98%80
18
Netflix, Inc.
Media & Entertainment14.7%83.9%30.81%82
19
CONSTELLATION SOFTWARE INC.
Software & IT Services18.2%23.6%30.69%87
20
Palo Alto Networks, Inc.
Software & IT Services20.6%20.2%29.32%78