TWST's 19% revenue growth highlights strong tech leadership and market share gains.

Twist Bioscience Corp. (TWST) reported a 19% year-over-year revenue increase, demonstrating its strong technology leadership and expanding product portfolio that continue to drive market share gains. This growth reinforces confidence in TWST's long-term potential. Other portfolio companies like AORT and PLMR show promising growth opportunities due to expanding product lines and disciplined management, while USPH was sold due to concerns over labor costs and margin pressures. Overall, the focus remains on identifying high-quality small-cap growth companies with sustainable advantages.