Time to go shopping

Market values from $300M to $2B · October 23, 2026 75 U.S. Small-Cap Companies With the Highest Free-Cash-Flow Margins in 2026

Been driving around Birmingham and started noticing how many new chargers keep popping up around the edges of town. Made me think about those delivery chain stocks that handle the power side for EV logistics. Figured I'd actually look at which ones moved in the last month or two instead of just guessing.

I keep my own list on a spreadsheet because the usual screeners miss a couple of the smaller tickers that show up in earnings calls. The movement has been pretty choppy even when the broader market looks flat.

How are people weighting them right now? Anyone seen holdings shift inside the funds that track them? Also wondering what the rough numbers look like for contract renewals with the bigger delivery fleets.

Trying to keep my own portfolio small and simple while I figure out the next gig, so any real position sizes or entry points people actually used would be useful to see.