Portfolio Overview

The Pragmatic portfolio, grounded in a contrarian approach and deep research, consists of companies that exhibit strong growth potential and strategic adaptability but are currently underappreciated by the market.

Data Center & Embedded Segment: Strong performance and technological edge with new processors and cloud provider adoption.
Client & Gaming Recovery: Resilience in client segment and adaptability in gaming market.
Expanding Semiconductor Market: Leveraging industry dynamics for long-term growth.

Customer Base Expansion: Remarkable growth in customer acquisition and revenue expansion potential.
Land & Expand Strategy: Cloud cost optimization and large-scale enterprise engagements.
Growing Cloud Monitoring Market: Steady market growth driven by cloud adoption and digital transformation.

Platform Evolution & Monetization: Successful user retention post-pandemic, diversified category growth, and technological enhancements.
International & Mobile Growth: Strong international presence and pivotal role of mobile app.
Expanding E-Commerce Market: Aligning with e-commerce trends and digital retail growth.

Strategic Adjustments for Momentum: Refocusing on core products, returning to entrepreneurial roots.
Direct Sales Channel Opportunity: Omnichannel success and leveraging pop culture events.
Growing Collectibles Market: Exploiting the expanding market for collectible toys.

Strong Product Delivery: Effective brand portfolio expansion and alignment with market trends.
Owned Brand Portfolio & Licensing: Emphasis on strategic brand ownership and international expansion.
Growing Apparel Market: Capitalizing on trends in fast fashion, athleisure, and globalization.

Untapped Retail Potential: Resilient sales growth and innovation in furniture design.
Innovative Furniture Industry Growth: Operational efficiency and market responsiveness.
Furniture Market Expansion: Navigating post-pandemic headwinds for consistent growth.

Early-Stage CTV Growth: Adapting to changes in CTV advertising and large publisher services.
Rebounding DV+ Business: Revenue growth and strategic adaptability in platform enhancements.
Expanding Programmatic Advertising Market: Capitalizing on the growth of CTV advertising and digital trends.

Strategic Business Correction: Leadership changes and focus on sustainable growth.
Asia Market Opportunity: Adapting post-pandemic strategies for controlled growth.
Expanding Plant-Based Milk Market: Riding the wave of consumer-driven growth and industry innovation.

Growth from Platform Enhancements: Resilience in e-commerce trends and strategic focus on digital wallets.
Engagement Growth Potential: Increased transaction frequency and user experience improvements.
Expanding E-Commerce Market: Capitalizing on the growth of digital payments and e-commerce.

User Growth and Reengagement: Record user count growth and global expansion.
Monetization Potential: AdTech enhancements and engagement growth.
Growing Digital Advertising Market: Exploiting the surge in social media and e-commerce advertising.

Product Portfolio Revitalization: Launch of diverse collections and luxury marketing.
Market Share Expansion: Focus on design studios and global expansion.
Furniture Market Growth: Navigating post-pandemic headwinds for consistent market growth.

Growth Driven by Platform Enhancements: Expansion in key sectors and strategic AI integration.
Expanding Wallet Share: Success in contact center services and large-scale collaborations.
Expanding Cloud Communications Market: Capitalizing on trends in UCaaS, CPaaS, and IT spending.

Data-Centric Marketing & Inventory Strategies: Shift to digital marketing and centralized marketing structure.
Digital Transformation Tailwind: Emphasis on e-commerce and mobile platforms.
Expanding Apparel Market: Leveraging fast fashion influence and online shopping trends.

Platform Enhancements for Share Gains: Introduction of Kokai technology and UID2 role in advertising.
Next Wave of Demand in CTV and Retail Media: Transforming advertising with CTV and leveraging retail data.
Growing Programmatic Advertising Market: Capitalizing on industry automation, efficiency, and digital trends.

Growth from Restaurant Expansion: Significant revenue growth and product innovation.
Monetization Potential: Expanding Gross Payment Volume and strategic growth in SMB.
Expanding Restaurant Technology Market: Leveraging the shift to cloud-based systems and technological innovation.

Technological Leadership: Investment in advanced technologies and market positioning.
Benefiting from Economic Trends: AI-driven demand and high-performance computing focus.
Expanding Semiconductor Market: Capitalizing on the growth in data centers, PC/tablet trends, and server market.

Taking Share in Egg Industry: Growth in prices and volume, market share expansion.
Network Expansion Potential: Retail expansion and premium pricing strategy.
Expanding Specialty-Egg Market: Leveraging consumer shift towards specialty eggs.

Growth in Enterprise Market: Strategic shift towards enterprise customers and innovative product line.
Rebounding International and Online Business: Online segment normalization and strategic pricing revision.
Expanding Cloud Enterprise Communications Market: Capitalizing on pandemic acceleration and growth in UCaaS and CPaaS.