Bottleneck Solvers

The book the strategy actually owns right now, by reporting currency, in % of book (no dollar amounts). It is signal-driven and rebalanced daily, but each name is held until its signal says exit (hold-until-exit, anti-churn) — so turnover stays low. A book can hold fewer names than the model ranks: positions are sized by rule — a volatility target, whole-share lots, per-name caps — with the remainder in cash (the Cash badge).

What the strategy would pick if it rebalanced today.

The model ranks these names by signal daily; we hold the names we own until a name's signal says exit — the gap between this ranking and the Holdings above is our hold-until-exit (anti-churn) discipline. The ranking itself is the same for both tranches — the Aggressive/Conservative toggle only changes which signals trigger a trade, so it drives the Holdings and curve above, not this list. So this is a research signal, not a confirmed buy list.

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 and European listings with enough fundamental and analyst-estimate coverage to score. Each market carries its own liquidity floor, tied to a fixed entry-ticket size: a 20-day average daily turnover of at least $5M (US) or €250K (EU) — sized so a full position stays under ~0.4% of a name's daily volume.

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. The theme map is frozen for a quarter at a time, and every theme carries a pre-registered condition under which its thesis counts as broken and the theme is retired — themes are re-derived quarterly, never quietly edited mid-quarter.

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-ranked names are selected per market. Each pick gets the same AI research card as the other strategies (Perplexity brief + 3-model council vote) before any order. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and the missing verdict is visible on the pick page.

Rebalance cadence

Signal-driven, rebalanced daily, hold-until-exit (anti-churn): each name is held until its signal says exit, so turnover stays low. The live paper track and a credible backtest are still accumulating.

Universe

US and European growth equity tagged to a structural-supply bottleneck theme