Alphabet
Ticker: GOOG
Market Cap: $763.64 billion
Themes: Big data, education, future mobility, robots, millennials, smart cities, and virtual reality/augmented reality/mixed reality.
Description: "Seven 1bn+ user platforms, AI leader Deepmind and Google Brain, Waymo self-driving car, online learning (Google Apps, YouTube for MOOCs), moonshots (Google X)."
Alibaba
Ticker: BABA
Market Cap: $465.11 billion
Themes: Big data, bottom billions, robots, millennials, and smart cities.
Description: "#1 China eCommerce retail marketplaces (Taobao, TMail), leading B2B sites (Alibaba.com, 1688.com); monetization driving revenue growth; Largest China retail marketplaces (Taobao, TMall) and leading B2B sties (Alibaba.com, 1688.com), Alibaba Pay (mobile payments)."
Amazon
Ticker: AMZN
Market Cap: $774.80 billion
Themes: Big data, climate change, education, energy efficiency, robots, millennials, and smart cities.
Description: "Leading eCommerce co, leader in cloud and machine learning analytics (AWS), Amazon Alexa (#1 AI-enabled smart speaker), Amazon Prime / drone deliveries (logistics)."
Check Point Software
Ticker: CHKP
Market Cap: $17.12 billion
Themes: Safety, smart cities
Description: "Network security solutions, selling software, hardware, and subscription services for IT security."
ForeScout
Ticker: FSCT
Market Cap: $1.27 billion
Themes: Safety, smart cities
Description: "Pure-play leader in the high -growth security sub segment, Network Access Control (NAC). NAC products help safeguard networks by providing endpoint detection, visibility, and policy control across laptops, mobile devices, and IoT."
FMC
Ticker: FMCQF
Market Cap: $11 billion
Themes: Aging, Obesity
Description: "#1 integrated provider in the global dialysis product and services market, caring for over 290k patients (10% of global patient share) and a 34% market share in dialysis products , provides ancillary services to the dialysis population."
Intuitive Surgical
Ticker: ISRG
Market Cap: $48.84 billion
Themes: Aging, obesity, and smart cities
Description: "Manufactures both capital equipment systems and disposable instruments for robotic surgery. ISRG pioneered robo surgery market and company's da Vinci system remains the only commercially available system for robotic surgery."
Yandex
Ticker: YNDX
Market Cap: $13.76 billion
Themes: Future mobility, millennials
Description: "Leading search engine in Russia similar to Chinese Baidu, one of the few players globally that manages to successfully in paid search vs. Google."
Nokia
Ticker: NOKBF
Market Cap: $26.72 billion
Themes: Smart cities
Description: "Exposure to 5G network equipment owns two main businesses: 1) Nokia Networks, a network infrastructure equipment supplier to global wireless and wireline operators 2) Technologies, its patent/IPR licensing activities."
Microsoft
Ticker: MSFT
Market Cap: $722.40 billion
Themes: Big data, education, robots, millennials, smart cities, virtual reality/augmented reality/mixed reality
Description: "Leading global software co, augmented/mixed reality, HoloLens headset for multiple verticals, digital learning (Windows software), LinkedIn acquisition (#1 professional network), #1 global K -12 classroom operating system, global leader in PC software."
Nvidia
Ticker: NVDA
Market Cap: $145.67 billion
Themes: Future mobility, robots, millennials, safety, smart cities, virtual reality/augmented reality/mixed reality
Description: "Graphics and video processing chips for multiple verticals (gaming, eSports, VR, autos, 4K), “supercomputing” chips, high speed GPU processing for VRWorks SDK/APIs tools for developers, DRIVE PX2 AV platform, DriveWorks toolkits for AV app -developers."
