 Small-cap stocks have taken some serious punishment in 2020. The SP SmallCap 600 Index is sporting a year-to-date total return of -11.8, well short of the SP 500s total YTD return of 3.0.Small-cap portfolio managers, especially those that lean heavily on value, are chomping at the bit, waiting for the next leg up. Technical analyst Jonathan Krinsky believes that outperformance could come as soon as this month.Theyve gone nowhere for two weeks. Theyve gone nowhere, really, for two years, and theres a lot of actually technology and high-beta names in there that I think can work, Krinsky said August 3 on CNBCs Halftime Report show. I think small caps are an obvious rotation beneficiary as we push into August.InvestorPlace - Stock Market News, Stock Advice Trading TipsWeve seen a lot of chatter recently about a few stocks driving the markets -- five big tech stocks account for 22 of the SP 500, the highest concentration in the history of the index -- so, it seems like a good time to go contrarian. 7 Travel Stocks to Buy Banking On Pent-Up Demand Here are 10 small-cap stocks likely to become large caps: iRhythm Technologies NASDAQ:IRTC Everbridge NASDAQ:EVBG Alarm.com Holdings NASDAQ:ALRM Cardlytics NASDAQ:CDLX Goosehead Insurance NASDAQ:GSHD Newmark Group NASDAQ:NMRK Fox Factory Holding NASDAQ:FOXF Howard Hughes NYSE:HHC Trex NYSE:TREX Stag Industrial NYSE:STAGIf you think the big tech stocks are ready for a breather, these 10 small-cap stocks ought to be up for consideration. Small-Cap Stocks to Buy: iRhythm Technologies IRTCSource: Shutterstock Investors in iRhythm Technologies, the maker of the Zio wearable heart monitor, got an early Christmas present on August 4 when the Centers for Medicare and Medicaid Services CMS proposed new, permanent codes for long-term electrocardiogram EKG monitoring.While I wouldnt consider myself anywhere near an expert about the healthcare system, I can see when a change has been made that is positive for a companys growth; With permanent, rather than temporary, codes for reimbursement on its heart-monitoring patches, sales ought to accelerate.Kudos to InvestorPlace contributor Aaron Levitt for recommending IRTC stock in July 2018. Thanks to the latest announcement, the companys stock is up 129 in the two years since.Technically, not a small-cap stock with a 5.1 billion market cap, the SMid stock ought to become a large-cap stock very soon. Everbridge EVBGSource: iStockphoto Everbridge makes money by providing businesses with a Critical Event Management Platform to help them react faster to critical events such as the novel coronavirus, keeping their staff and assets safe.Like iRhythm, its more of a Small-CapMid-Cap stock SMID rather than a pure small-cap, which by definition, are those companies with market capitalizations between 300 million and 2 billion.Thats okay. Investing is about owning small pieces of great companies, not fitting your strategy into a specific sized company.Year to date, the company is having an excellent performance in the markets. Its got a total return of 92.5. As I write this, Everbridge is readying to report its second-quarter results. In the first quarter, it grew sales by 38 to 58.9 million, ending the quarter with 5,218 global enterprise customers, 15.1 higher from the same quarter in 2019. 7 Travel Stocks to Buy Banking On Pent-Up Demand While its still losing money on both a GAAP and a non-GAAP basis, Covid-19 has proven the future is bright for this global software company. Alarm.com Holdings ALRMSource: Shutterstock Alarm.com is the high tech version of the traditional residential and commercial alarm company. It utilizes the internet to provide a cloud-based software platform for subscribers to manage their internet-enabled devices. This includes security, video, access control, energy management, etc., from anywhere in the world.On August 5, Alarm.com reported second-quarter earnings that included a 16.4 increase in sales to 141.6 million, along with a 5.4 increase in adjusted EBITDA of 29.2 million. Except for a small disruption in its business due to Covid-19, it continues to fire on all cylinders.Thats why InvestorPlaces Joel Baglole recently made ALRM stock one of four Internet of Things IoT stock recommendations. Joel highlighted the fact that the global smart security market is expected to grow 24 annually over the next three years to 21 billion.Alarm.com expects to be a big part of this growth. Cardlytics CDLXSource: Pavel Kapysh Shutterstock.com Of all the stocks on my list, Cardlytics is probably the toughest small-cap stock to recommend at the moment, because the pandemic has hit the companys advertising platform quite hard.The company partners with financial institutions to make tailormade offers to their customers based on the data it collects around purchases made by those customers. Almost all of its revenue is generated through its proprietary Cardlytics Direct advertising channel.In the second quarter, Cardlytics saw its revenue fall 42 to 28.2 million. Its billings fell 46 during the quarter to 39.5 million. As a result, on a non-GAAP basis, it lost 10.2 million during Q2 2020, about four times worse than a year earlier.However, there was a positive: Financial institutions saw their monthly active users MAUs increase by 31 to 157.2 million. As the world gets back to an average amount of spending, Cardlytics will benefit from this significant uptick in MAUs. 7 Travel Stocks to Buy Banking On Pent-Up Demand In the meantime, CDLX stock lost about 11 of its value on the news. Can you say buy on the dip? Goosehead Insurance GSHDSource: Shutterstock While some of the small-cap stocks on this list rely on high-tech products and services to grow their businesses, Goosehead Insurance uses good old-fashion customer service to win over customers.Based in Texas, it is a rapidly growing, independent personal lines insurance agency. This means that its corporate and franchised sales force represents over 100 insurance companies that underwrite personal lines and small commercial lines risks to customers across the country.On July 30, Goosehead reported an outstanding second quarter that included a 54 increase in revenues to 29.9 million and a net income of 19 cents a share, 217 higher than a year earlier.Due to its success over the first half of 2020, the company announced a special dividend of 1.15 a share for shareholders of record as of the close of business August 10. If youre reading this after August 10, dont despair. There will be plenty of capital appreciation over the next few years as it continues to grow its business.GSHD stock has a YTD total return of 157.5. Newmark Group NMRK Click to EnlargeSource: Shutterstock As we get farther down the list of small-cap stocks, the names get a little more familiar to me. Some of them, including Newmark Group, Ive recommended before. In May, I included the commercial real estate advisor in a group of 10 penny stocks worth considering under 5. Its gone sideways in the two months since.At the time, I suggested investors would need some patience as the commercial real estate market was expected to take a beating over Covid-19 and a move to working from home.On August 5, Newmark announced its second-quarter results. As expected, revenues fell 30.4 during the quarter to 383.7 million, while adjusted EBITDA declined 59.0 during the quarter to 45.6 million.Despite significantly lower industry transaction volumes in the second quarter, we generated 47 million of cash flow from operations, stated Chief Executive Officer Barry Gosin.We finished the quarter with over 300 million in cash and cash equivalents, nearly 450 million in mortgage servicing rights, and approximately 680 million of expected proceeds from Nasdaq that are not yet reflected on our balance sheet. These significant assets, taken together with Newmarks operating earnings potential, represent a very attractive investment. 7 Travel Stocks to Buy Banking On Pent-Up Demand Down 67.8 YTD, I couldnt have said it better myself. Fox Factory Holding FOXFIve been familiar with Fox Factory for several years for two reasons.First, Im smitten by sports-related businesses. I dont do any offroading, but for anyone who does, its shocks and forks are top of the line. Secondly, it once was part of Compass Diversified Holdings NASDAQ:CODI, a holding company Ive recommended in the past that spun it off in 2013, for a substantial profit.Unfortunately for CODI, the nature of its business private equity required that it exit its ownership at some point. Over the past five years, FOXF stock has generated an annualized total return of 44.0, four times the entire U.S. market.Up 598 since its IPO in 2013, I expect it will continue to outperform the markets. Buy on a pullback below 100. Howard Hughes HHCSource: Shutterstock If youre a business history buff, as I am, Howard Hughes, the man, will always be an intriguing figure.Howard Hughes, the company, got its start in 1950 when the billionaire bought land in Summerlin, Nevada, which ultimately became a master-planned community MPC.The past year hasnt been an easy time for the real estate company. In October 2019, the company announced a transformation plan that included the CEO and president, both stepping down from their positions. CEO David Weinreb, who had been the chief executive for nine years, was replaced by Paul Layne, the head of its Central Region. The plan including cutting annual operating expenses by 50 million, selling 2 billion in non-core assets, and accelerating the growth of its core MPC assets. 7 Travel Stocks to Buy Banking On Pent-Up Demand Bill Ackman is chairman and controls 12. 