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.
|
Name
|
Sector
|
Morningstar Rating for Stocks
|
Fair Value
|
Economic Moat
|
Market Cap
| |
|---|---|---|---|---|---|---|
| Advanced Micro Devices Inc
AMD
| Technology | LOCK|%# | LOCK|#!mv | $1T | ||
| Agilent Technologies Inc
A
| Healthcare | LOCK|#y | LOCK|tpR | $47B | ||
| Alphabet Inc Class A
GOOGL
| Communication Services | $j% | LOCK|^j | $4T | ||
| Amazon.com Inc
AMZN
| Consumer Cyclical | LOCK|^T | LOCK|PX% | $3T | ||
| Arista Networks Inc
ANET
| Technology | LOCK|wM | LOCK|kC& | $258B | ||
| Autodesk Inc
ADSK
| Technology | LOCK|jw | LOCK|SJ | $44B | ||
| Broadcom Inc
AVGO
| Technology | KQZ | LOCK|v& | $2T | ||
| Cloudflare Inc
NET
| Technology | ?Sc | LOCK|^yB | $125B | ||
| Cognizant Technology Solutions Corp Class A
CTSH
| Technology | hL! | LOCK|B!&K& | $27B | ||
| CrowdStrike Holdings Inc Class A
CRWD
| Technology | LOCK|H! | LOCK|#l | $272B | ||
| Danaher Corp
DHR
| Healthcare | LOCK|#? | LOCK|nf | $149B | ||
| Fortinet Inc
FTNT
| Technology | KSm | LOCK|&hc | $131B | ||
| Illumina Inc
ILMN
| Healthcare | nD^ | LOCK|dY@? | $40B | ||
| Intel Corp
INTC
| Technology | &^K | LOCK|<$ | $634B | ||
| Marvell Technology Inc
MRVL
| Technology | lFm | LOCK|Th?v> | $241B | ||
| Mettler-Toledo International Inc
MTD
| Healthcare | LOCK|n$m | LOCK|jSh%? | $30B | ||
| Microsoft Corp
MSFT
| Technology | LOCK|Qc | LOCK|RY& | $4T | ||
| MongoDB Inc Class A
MDB
| Technology | @^R | LOCK|xhd | $28B | ||
| NVIDIA Corp
NVDA
| Technology | LOCK|TG | LOCK|<Wf | $6T | ||
| Okta Inc Class A
OKTA
| Technology | LOCK|B? | LOCK|>wf | $37B | ||
| Oracle Corp
ORCL
| Technology | LOCK|Hb | LOCK|M!qFP | $419B | ||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| Technology | LOCK|Q! | LOCK|HqdS^ | $457B | ||
| PTC Inc
PTC
| Technology | p?$ | LOCK|&< | $16B | ||
| Qualcomm Inc
QCOM
| Technology | @l# | LOCK|>&$< | $194B | ||
| Revvity Inc
RVTY
| Healthcare | WNq | LOCK|C?X | $17B |