Lucas Downey of found five stocks to smile about, and right now growth stocks are leading.

His process is simple: Follow the big money to find the best stocks, then zero in on the companies with sales and earnings growth.

Luke holds long positions in Shopify Inc. (INMD), Lam Research Corporation (LRCX), & Etsy, Inc. (ETSY) in managed accounts and holds LRCX in personal accounts. He holds no positions in Shopify Inc. (SHOP) & Mimecast Limited (MIME) at the time of filming.

To learn more about Lucas Downey, visit