Big Data and Analytics Stocks

Data has grown exponentially, and the tools to process it, including artificial intelligence and machine learning, have become more powerful. These trends will likely persist, creating tremendous opportunity for firms that create and effectively extract insights from Big Data and analytics. These insights can advance consumer marketing, corporate strategy, disease treatments, and worker productivity, plus they can help companies cut costs and improve quality. This list of companies offers a good way to get exposure to this theme. It targets companies poised to benefit from innovations in Big Data and analytics, based on forward-looking assessments from Morningstar’s equity research team.
Screen With Investor
Name
Sector
Morningstar Rating for Stocks
Fair Value
Economic Moat
Market Cap
Advanced Micro Devices Inc
AMD
TechnologyLOCK|ZqLOCK|gR<l$844B
Agilent Technologies Inc
A
Healthcare$jQLOCK|!%?$49B
Alphabet Inc Class A
GOOGL
Communication ServicesLOCK|YyLOCK|tqS$4T
Amazon.com Inc
AMZN
Consumer Cyclical?<tLOCK|qk$3T
Arista Networks Inc
ANET
TechnologyLOCK|!<LOCK|KzG$217B
Autodesk Inc
ADSK
TechnologyrQJLOCK|X@N$53B
Broadcom Inc
AVGO
TechnologyLOCK|&sLOCK|<%$2T
Cloudflare Inc
NET
Technology%>?LOCK|Q$z$116B
Cognizant Technology Solutions Corp Class A
CTSH
Technology?V&LOCK|qLs^k$32B
CrowdStrike Holdings Inc Class A
CRWD
TechnologyLOCK|t@LOCK|D%$264B
Danaher Corp
DHR
HealthcareLOCK|m<LOCK|%r$$162B
Fortinet Inc
FTNT
TechnologyLOCK|#SLOCK|cQ&$132B
Illumina Inc
ILMN
HealthcareLOCK|kGLOCK|j>^kj$41B
Intel Corp
INTC
Technology%>?LOCK|><%$460B
Marvell Technology Inc
MRVL
TechnologyH&&LOCK|LCf&R$205B
Mettler-Toledo International Inc
MTD
HealthcareLOCK|!pKLOCK|@q!PH$33B
Microsoft Corp
MSFT
TechnologyLOCK|%lLOCK|$?$4T
MongoDB Inc Class A
MDB
TechnologyLOCK|&jLOCK|zk$30B
NVIDIA Corp
NVDA
TechnologyLOCK|hZLOCK|#c$5T
Okta Inc Class A
OKTA
TechnologyLOCK|BfLOCK|<Tk$37B
Oracle Corp
ORCL
TechnologyLOCK|z&LOCK|%qh>j$382B
Palantir Technologies Inc Ordinary Shares - Class A
PLTR
TechnologyLOCK|MbLOCK|%&^c$473B
PTC Inc
PTC
TechnologykRmLOCK|DX$$21B
Qualcomm Inc
QCOM
Technology&N%LOCK|ywP&$188B
Revvity Inc
RVTY
HealthcareLOCK|<DLOCK|zN$18B

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