--- title: "Subs, Trash, and Code: The Ultimate Misfit Portfolio That Actually Prints Money" type: "News" locale: "en" url: "https://longbridge.com/en/news/299032415.md" description: "A look at a chaotic but lucrative mix of companies spanning defense, waste management, and tech. General Dynamics and Leidos are locking down massive government contracts, while Oscar Health proves tech can actually fix insurance." datetime: "2026-09-15T10:12:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/299032415.md) - [en](https://longbridge.com/en/news/299032415.md) - [zh-HK](https://longbridge.com/zh-HK/news/299032415.md) generator: "portal-rs" --- # Subs, Trash, and Code: The Ultimate Misfit Portfolio That Actually Prints Money Tech isn't just a Silicon Valley parlor game anymore. Look at this chaotic mix of companies, and you'll see exactly where the real money is moving right now. Let's start with defense. General Dynamics (GD.US) and Leidos (LDOS.US) are proving that the biggest cash cow is still the federal government. General Dynamics just locked down tens of billions of dollars in Navy contracts to build more nuclear submarines. Meanwhile, Leidos scored a massive deal to provide secure connections for hundreds of thousands of Navy and Marine personnel, and their autonomous maritime systems are literally showing off at the RIMPAC military exercises. > Modern warfare isn't just about heavy metal; it's about autonomy and secure networks. Then you have the healthcare disruptors. Oscar Health (OSCR.US) is having a surprisingly stellar year. CEO Mark Bertolini just delivered record profitability, proving their tech-driven insurance platform isn't just smoke and mirrors. Add in biomarker testing players like Oncocyte (ONC.US), and you can see how tech is slowly rewriting the archaic rules of medicine. We absolutely cannot ignore the companies handling the gritty, physical world. Republic Services (RSG.US) is a prime example. Trash collection isn't sexy, but pulling in solid revenue growth in Q2 and rolling out an all-electric recycling fleet certainly is. Even Bill Gates's investment arm just threw another hundred million at them. PulteGroup (PHM.US) is doing the same in housing, grinding out steady order growth and decent margins. And of course, there are the automation evangelists. Appian (APPN.US) continues to push its low-code automation platform into every enterprise it can find. Even a bizarrely diversified multinational like DSS (DSS.US) just launched a new artificial intelligence and robotics division to get a piece of the action. Finally, if you can't be bothered to pick individual chaotic winners, the market is always ready to bundle these trends into vehicles like OKTG.US and KMEM.US. It might look like a random assortment of misfit toys. But make no mistake—whether they are building subs, hauling trash, or writing code, these companies know exactly how to cash in on a messy world. ### Related Stocks - [GD.US](https://longbridge.com/en/quote/GD.US.md) - [PHM.US](https://longbridge.com/en/quote/PHM.US.md) - [ONC.US](https://longbridge.com/en/quote/ONC.US.md) - [APPN.US](https://longbridge.com/en/quote/APPN.US.md) - [OKTG.US](https://longbridge.com/en/quote/OKTG.US.md) - [OSCR.US](https://longbridge.com/en/quote/OSCR.US.md) - [LDOS.US](https://longbridge.com/en/quote/LDOS.US.md) - [DSS.US](https://longbridge.com/en/quote/DSS.US.md) - [RSG.US](https://longbridge.com/en/quote/RSG.US.md) - [KMEM.US](https://longbridge.com/en/quote/KMEM.US.md) ## Related News & Research - [BeOne stock breaks out with visions of 177% earnings growth. This telltale clue bodes well.](https://longbridge.com/en/news/302773305.md) - [Republic Services Director Jennifer Kirk Accrues 72 Restricted Stock Units From Dividends](https://longbridge.com/en/news/302338611.md) - [Earnings To Watch: PulteGroup (PHM) Reports Q3 Results Tomorrow](https://longbridge.com/en/news/302496771.md) - [PulteGroup CEO Says Americans Are Putting Home Searches On Hold As Mortgage Rates Surge](https://longbridge.com/en/news/302762702.md) - [Republic Services Announces Dividend of R$ 0.143951023 per Unit](https://longbridge.com/en/news/302322118.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**