Absci Corporation

Applied Digital Corporation

Innodata Inc.

Relay Therapeutics, Inc.

For small-cap stocks, late summer was a turning point. At Jackson Hole, Fed Chair Jerome Powell signaled that the tight monetary policy was nearing an end. For small caps, whose profitability is especially sensitive to borrowing costs, that implied a reset in expectations. Tech added fuel: a pickup in new contracts to build AI data centers and strong demand for products from leaders such as Nvidia, Oracle, and TSMC reinforced the idea that even smaller tech names can ride the ongoing AI boom.

A rising tide lifts all boats: How tech small caps gained from the AI boom in 3Q25

NANO Nuclear Energy Inc.

Silex Systems Limited

Lightbridge Corporation

Many countries are rethinking past limits on nuclear power, given its role in meeting climate targets and bolstering energy security. In the U.S., a series of <a href="https://www.whitehouse.gov/presidential-actions/2025/05/ordering-the-reform-of-the-nuclear-regulatory-commission/#:~:text=(c)%25C2%25A0%2520Facilitate%2520the%2520expansion%2520of%2520American%2520nuclear%2520energy%2520capacity%2520from%2520approximately%2520100%2520GW%2520in%25202024%2520to%2520400%2520GW%2520by%25202050%253B">executive actions</a> in May 2025 set an explicit goal to quadruple nuclear capacity to 400 gigawatts by 2050. They direct federal agencies to strip out unnecessary red tape, accelerate licensing, and spur construction of new reactors and uranium-enrichment facilities. Washington’s aim is to revive the domestic fuel cycle and curb import reliance – note the U.S. still <a href="https://www.eia.gov/uranium/marketing/pdf/2024%20UMAR.pdf">buys</a>&nbsp;roughly 20% of its enriched uranium from Russia.

Which small caps are benefitting from surging demand for nuclear power?

Archer Materials Limited

Arqit Quantum Inc.

BTQ Technologies Corp.

Modern computing is approaching the physical limits of semiconductor chips. Investors are shifting their attention to quantum technologies, which promise performance leaps beyond what classical systems can achieve. What was once a scientific abstraction is becoming a commercial market where the world’s largest tech companies and venture capital firms are competing.

As quantum computing goes mainstream, which small caps are set to benefit most?

Ubtech Robotics Corp Ltd

Stereotaxis, Inc.

Rainbow Robotics Co.,Ltd.

The robotics sector is entering a high-growth phase: the global market is expected to <a href="https://www.globenewswire.com/news-release/2025/06/16/3099631/28124/en/Robotics-Market-Industry-Research-Report-2025-North-America-Leading-Robotics-Revolution-Asia-Expected-to-Surge-by-2035.html">expand</a>&nbsp;almost sixfold to $375.7 billion by 2035, for a CAGR of 17.3%. Freedom Capital Markets has <a href="https://en.oninvest.com/article/wellness-robots-biotech-freedom-names-smid-beneficiaries-of-innovation-trends">listed</a>&nbsp;robotics among its top 10 most promising sectors for investors in the coming decade. The main growth driver is the convergence of AI and the Internet of Things, which enables the creation of semi-autonomous systems, boosts efficiency and scalability, and underpins long-term business transformation, the Freedom analysts said in their report.

Smart machines: Which small caps to bet on in the robotics boom

Lockheed Martin Corporation

Parrot S.A.

Saab AB (publ)

Kratos Defense & Security Solutions, Inc.

In 2024, the global drone market was <a href="https://www.grandviewresearch.com/industry-analysis/drone-market-report">valued</a>&nbsp;at about $73 billion. With a CAGR of roughly 14%, it is expected to reach $84 billion in 2025 and could exceed $160 billion by 2030. The expansion is supported by rapid advances in autonomy, AI integration, and imaging systems, as well as widening adoption of drones in agriculture, logistics, construction, infrastructure inspection, and defense.

Rising defense demand is buoying drone stocks. Who are the biggest winners?

Aeva Technologies, Inc.

Pagaya Technologies Ltd.

NVIDIA Corporation

The excitement around artificial intelligence is heating up not only the securities of technology giants. Against the background of record quarterly reports of Big Tech and growing optimism of Wall Street, investors are finding undervalued ideas in the small capitalization segment. The biggest gainers are companies creating infrastructure for AI development - from building data centers to supplying specialized equipment and solutions.

Not just Big Tech: Which small-cap companies are benefiting from the development of AI

Oninvest Index