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
Technology^LxLOCK|Q<Y&$915B
Agilent Technologies Inc
A
HealthcareH!@LOCK|t>$50B
Alphabet Inc Class A
GOOGL
Communication Services%RmLOCK|^^$$4T
Amazon.com Inc
AMZN
Consumer CyclicalS>>LOCK|Mtk$3T
Arista Networks Inc
ANET
TechnologyLOCK|PgLOCK|<#F$236B
Autodesk Inc
ADSK
TechnologyLOCK|#?LOCK|hJ$51B
Broadcom Inc
AVGO
TechnologyLOCK|bSLOCK|b$$2T
Cloudflare Inc
NET
Technology%lbLOCK|JPL$117B
Cognizant Technology Solutions Corp Class A
CTSH
Technology@WLOCK|TtTrD$30B
CrowdStrike Holdings Inc Class A
CRWD
Technologyg?>LOCK|Q<q$274B
Danaher Corp
DHR
Healthcareb#SLOCK|Knl$163B
Fortinet Inc
FTNT
Technology^?%LOCK|ShX$136B
Illumina Inc
ILMN
HealthcareLOCK|<<LOCK|<S<??$42B
Intel Corp
INTC
TechnologyLOCK|DYLOCK|&?j$496B
Marvell Technology Inc
MRVL
TechnologyLOCK|myLOCK|xKL^w$219B
Mettler-Toledo International Inc
MTD
HealthcareLOCK|@h?LOCK|kJ#T$34B
Microsoft Corp
MSFT
TechnologyLOCK|J!LOCK|L<$4T
MongoDB Inc Class A
MDB
TechnologyJGfLOCK|%Wl$31B
NVIDIA Corp
NVDA
Technology!!mLOCK|R#Q$5T
Okta Inc Class A
OKTA
TechnologyLOCK|F%LOCK|K@Z$40B
Oracle Corp
ORCL
Technology<V$LOCK|Q^H<$396B
Palantir Technologies Inc Ordinary Shares - Class A
PLTR
TechnologyLOCK|bbLOCK|Z#yC$478B
PTC Inc
PTC
TechnologyrjCLOCK|&l^$21B
Qualcomm Inc
QCOM
TechnologyLOCK|^%LOCK|G>lt$$197B
Revvity Inc
RVTY
HealthcareLOCK|>@LOCK|#$k$18B

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