• NYDIG: most professional company in the space
• CashApp: network effects, global, fantastic products, dollars, Dorsey
• Blockstream: tokenized securities, A+ software, growing late but right on time
• CoinKite: self-custody innovators with the best hardware wallet and cult following
• Bitcoinmagazine: event masters
• StackerNews: front page, longterm hodlers, existence only in a bear market, a bull market away from growth/potential
• LNLabs: too much talent, too much VC money, too large a percentage of LN implementations to fail
• MARA/RIOT: first movers of publicly listed mining, good energy contracts, solid bitcoin treasury sizes, survived complete obliteration of bitcoin's price and mining insolvencies
• iFinex: Tether, Bitfinex, Bitfinex Securities, endless bitcoin investment portfolio, CIA, Treasuries, etc

Ones I'm on the fence about but still like:

• Strike
• Synonym
• CasaHodl
• Swan
• River