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Strategy · BN

Bottleneck Solvers

Companies relieving the economy's structural shortages: AI compute and power, critical minerals, advanced chips. Picked for forward growth, widening margins, and a reasonable price. Monthly rebalance.

Live · paper
-2.52%
Indexed 97.5 / 100 · active · as of 2026-06-10

Backtest

Out-of-sample · walk-forward

How the strategy would have performed before going live, simulated walk-forward on historical data, out-of-sample.

Backtest not yet available

A walk-forward backtest will appear here once the strategy team publishes one.

Live performance

Daily mark-to-market on the live IBKR paper account, indexed to 100, against the S&P 500 and Nasdaq-100 over the same window.

Live curve is still building

A curve needs at least two daily marks to be meaningful. The first points land here as soon as the next sessions close.

Current picks

as of 2026-06-11
Ranked picks as of 2026-06-11: rank, ticker, exchange, market cap, and a link to each pick's conviction breakdown.
#TickerMarket capDrill-down
01
UROY
NASDAQ
$444Mconviction →
02
VICR
NASDAQ
$12.92Bconviction →
03
MU
NASDAQ
$1.06Tconviction →
04
NVDA
NASDAQ
$5.04Tconviction →
05
CCJ
NYSE
$44.54Bconviction →
06
AVGO
NASDAQ
$1.77Tconviction →
07
ELMT
NASDAQ
$562Mconviction →
08
OLED
NASDAQ
$4.18Bconviction →
09
HL
NYSE
$9.73Bconviction →
10
TSEM
NASDAQ
$27.14Bconviction →

Recent rebalances

Last 2sessions before today's pick. Click any ticker for the full conviction breakdown.

Ranked picks as of 2026-06-10: rank, ticker, exchange, market cap, and a link to each pick's conviction breakdown.
#TickerMarket capDrill-down
01
UROY
NASDAQ
$453Mconviction →
02
VICR
NASDAQ
$12.92Bconviction →
03
MU
NASDAQ
$1.06Tconviction →
04
NVDA
NASDAQ
$5.04Tconviction →
05
AVGO
NASDAQ
$1.87Tconviction →
06
CCJ
NYSE
$44.54Bconviction →
07
ELMT
NASDAQ
$515Mconviction →
08
TSEM
NASDAQ
$27.14Bconviction →
09
HL
NYSE
$9.73Bconviction →
10
AMD
NASDAQ
$775.36Bconviction →

How Bottleneck Solvers picks names.

Buys the suppliers of whatever the economy is short of. When demand for compute, power, or critical materials runs far ahead of supply, the companies that own the scarce input get durable pricing power. The strategy tags each name to a bottleneck theme, then keeps only those growing fast, widening margins, AND still reasonably priced.

  1. 01

    Universe filter

    US listings with enough fundamental and analyst-estimate coverage to score, screened for liquidity and a minimum size floor.

  2. 02

    Bottleneck theme tag

    Each candidate is mapped to a structural-shortage theme (AI power and thermal infrastructure, critical minerals and shoring, advanced semiconductors, and more). Names with no bottleneck exposure are dropped.

  3. 03

    Forward growth + margins

    Consensus forward revenue growth and forward net margin, plus margin expansion (forward minus trailing). Rewards companies that are growing AND getting more profitable, not buying growth at any cost.

  4. 04

    Valuation + balance sheet

    Forward PEG keeps the price sane relative to growth; debt-to-free-cash-flow screens out names whose balance sheet cannot fund the build-out.

  5. 05

    Estimate momentum

    A recent earnings-surprise (beat) score and analyst upside confirm the fundamentals are inflecting now, not just on paper.

  6. 06

    Composite score + AI research card

    Factors are z-scored and blended into a composite; the top 10 are selected. Each pick gets the same AI research card as the other strategies (Perplexity brief + 3-model council vote) before any order.

Rebalance cadence
Monthly. Launched June 2026, so the live paper track and a credible backtest are still accumulating.
Universe
US growth equity tagged to a structural-supply bottleneck theme