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|%#LOCK|#!mv$1T
Agilent Technologies Inc
A
HealthcareLOCK|#yLOCK|tpR$47B
Alphabet Inc Class A
GOOGL
Communication Services$j%LOCK|^j$4T
Amazon.com Inc
AMZN
Consumer CyclicalLOCK|^TLOCK|PX%$3T
Arista Networks Inc
ANET
TechnologyLOCK|wMLOCK|kC&$258B
Autodesk Inc
ADSK
TechnologyLOCK|jwLOCK|SJ$44B
Broadcom Inc
AVGO
TechnologyKQZLOCK|v&$2T
Cloudflare Inc
NET
Technology?ScLOCK|^yB$125B
Cognizant Technology Solutions Corp Class A
CTSH
TechnologyhL!LOCK|B!&K&$27B
CrowdStrike Holdings Inc Class A
CRWD
TechnologyLOCK|H!LOCK|#l$272B
Danaher Corp
DHR
HealthcareLOCK|#?LOCK|nf$149B
Fortinet Inc
FTNT
TechnologyKSmLOCK|&hc$131B
Illumina Inc
ILMN
HealthcarenD^LOCK|dY@?$40B
Intel Corp
INTC
Technology&^KLOCK|<$$634B
Marvell Technology Inc
MRVL
TechnologylFmLOCK|Th?v>$241B
Mettler-Toledo International Inc
MTD
HealthcareLOCK|n$mLOCK|jSh%?$30B
Microsoft Corp
MSFT
TechnologyLOCK|QcLOCK|RY&$4T
MongoDB Inc Class A
MDB
Technology@^RLOCK|xhd$28B
NVIDIA Corp
NVDA
TechnologyLOCK|TGLOCK|<Wf$6T
Okta Inc Class A
OKTA
TechnologyLOCK|B?LOCK|>wf$37B
Oracle Corp
ORCL
TechnologyLOCK|HbLOCK|M!qFP$419B
Palantir Technologies Inc Ordinary Shares - Class A
PLTR
TechnologyLOCK|Q!LOCK|HqdS^$457B
PTC Inc
PTC
Technologyp?$LOCK|&<$16B
Qualcomm Inc
QCOM
Technology@l#LOCK|>&$<$194B
Revvity Inc
RVTY
HealthcareWNqLOCK|C?X$17B

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