A $1.5 billion AI drugmaker tops the first Roundtable 100. Nvidia is No. 76

The first edition of the Roundtable 100 went live this week, and the top of the board looks nothing like a list of the world's biggest companies. That is the point.

Absci, a $1.55 billion company using generative AI to design antibody drugs, opens at No. 1 with a Power Ranking of 84. 

Schrödinger, whose physics-based software simulates molecules for drug discovery, takes No. 2. The data-security firm Varonis (No. 3), low-power chip designer Ambiq (No. 4), and fintechs Strive Enterprises (No. 5) and Pagaya (No. 6) round out a top six in which no company is worth more than about $5 billion.

The Roundtable 100, published with TheStreet, ranks the top 100 publicly traded technology growth assets. Each is scored from 0 to 100 by the analysts of the Blue Ribbon Committee on five variables, Team, Safety, Growth, Innovation, and Market Dominance, with the average forming the asset's Power Ranking. The list refreshes every Friday after the U.S. market close.

See the full list here.

Nvidia, a $5.3 trillion company and the most valuable on Earth, sits at No. 76. Apple is No. 85, Taiwan Semiconductor No. 80, Broadcom No. 83, and Tesla No. 96.

The ranking is built on value, meaning the room a company still has to grow. A $2 billion company can grow 100x. Nvidia already grew. So did Apple. They are fully realized. The Blue Ribbon Committee grounded the list in real value: the actual 6-month performance of all 100 stocks, ranked in order. On that measure, Credo (No. 7) and Datadog (No. 10) beat Nvidia by wide margins.

The strongest sector on the board is cybersecurity, which placed five names in the top 20, including Varonis, Datadog, CrowdStrike (No. 13), Palo Alto Networks (No. 16), and Fortinet (No. 18).

See the full list here.

Bitcoin, a $1.6 trillion asset, opens at No. 94, outranked by every major crypto network on the board: NEAR is the highest-ranked digital asset at No. 15, with Curve (No. 17), Hyperliquid (No. 19), Ondo (No. 24), Solana (No. 56), and Ethereum (No. 71) all placing above it.

Copper, gold, silver, and crude oil hold the final four seats, Nos. 97 through 100. The committee's view is that an index of the companies building the future cannot ignore the raw materials they are built on, but on growth and innovation, the variables this ranking weighs heaviest, commodities score exactly as a bar of gold should.

The full universe runs to roughly 270 eligible assets, equities listed on Nasdaq or the NYSE and digital assets available on U.S.-accessible exchanges. Membership is reviewed quarterly, while the rankings move weekly as committee analysts file changes with their reasoning on the record.

See the full list here.

The first weekly re-ranking publishes Friday after market close. Check the full list, with every asset's five-variable scores, at roundtable100.com.

Disclosure: The Roundtable 100 is published by RTB Digital, Inc. for informational purposes only. Rankings reflect the views of Roundtable analysts as of the ranking date. Committee members may hold positions in ranked assets; Investing involves risk, including loss of principal.