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© 2024 The Titanium Economy. All Rights Reserved.

AMERICA’S TOP 20 SMALL & MID-SIZED INDUSTRIAL COMPANIES

ranked by a decade of financial and market performance.

The Titanium Cohort

delivered 6x returns

Over the last decade — twice that of the S&P 500.

Methodology

5

Metrics Screened

10

Years of performance

20

Companies
Companies scoring above 4.5 out of 5 across five financial and market metrics — rated and aggregated by weighted average over 2015–2025 — qualified for the Titanium Cohort.
These Top 20 Companies Follow a Five-Part Playbook
1.
Reshape the Portfolio toward Higher-value Markets
2.
Build the Recurring Revenue Engine
3.
Acquire Programmatically, Integrate with Discipline
4.
Out-innovate Inside the Niche
5.
Convert Growth into Cash and Redeploy It
Companies in the 2026 Cohort
Logo with a stylized E and ENPHASE written in capital letters
Logo with a stylized E and ENPHASE written in capital letters
logo with 2 overlapping rectangles; green brick in large block letters with partner in smaller at the bottom
logo with 2 overlapping rectangles; green brick in large block letters with partner in smaller at the bottom
Hecla carved out of box with Mining Company at the bottom
Hecla carved out of box with Mining Company at the bottom

The Titanium Cohort – 6x returns over the last decade – twice that of S&P 500

EXPLORE

The Titanium Economy

Learn more about the 35 companies profiled in our 2022 book. Asutosh Padhi, Gaurav Batra, and Nick Santhanam discuss companies in this under-appreciated and under-valued sector of the economy and evaluate it for what it really is: a reliable source of high-paying, domestic jobs and soaring stock prices—a bright spot in an economy that has too often been buffeted by external shocks.

Learn More

Last Updated June 2026

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Disclaimers

This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Neither these written materials, nor any accompanying oral presentation, or the two combined, should in any way be interpreted as investment advice.  Any person in receipt of these materials should consult the same professionals before acting on any of the commentary presented herein, as this presentation is not a substitute for investment advice. Past performance is not indicative of future results.