$EngageSmart (ESMT.US)$ ESMT - Healthcare focused CRM $Upst...

$EngageSmart(ESMT.US)$ ESMT - Healthcare focused CRM

$Upstart(UPST.US)$ UPST - trying to change loan origination by eliminating FICO, their auto expansion offers a lot of upside. Best of all, operating profitably already.

$SoFi Technologies(SOFI.US)$ SOFI - a leading Neobank, excellent CEO, looking well priced with bank charter coming up and will look even better if Chime IPOs at previously rumored valuations.

$Stem Inc(STEM.US)$ STEM - energy utilization/storage software.

$Genius Sports(GENI.US)$ GENI - data provider behind sports gambling, essentially a duopoly with SRAD. Own NFL exclusive rights, among others.