Ticker: CTAS Sector: Industrials Market cap: $19 billion Year-to-date return: 4% 2019E margin growth: 103 basis points Source: Goldman Sachs Ticker: CTXS Sector: Information technology Market cap: $14 billion Year-to-date return: 1% 2019E margin growth: 111 basis points Source: Goldman Sachs Ticker: TRIP Sector: Communications services Market cap: $7 billion Year-to-date return: 6% 2019E margin growth: 112 basis points Source: Goldman Sachs Ticker: DWDP Sector: Materials Market cap: $127 billion Year-to-date return: 4% 2019E margin growth: 112 basis points Source: Goldman Sachs Ticker: ADP Sector: Information technology Market cap: $57 billion Year-to-date return: 0% 2019E margin growth: 114 basis points Source: Goldman Sachs Ticker: BDX Sector: Healthcare Market cap: $60 billion Year-to-date return: -1% 2019E margin growth: 117 basis points Source: Goldman Sachs Ticker: TSS Sector: Information technology Market cap: $15 billion Year-to-date return: 1% 2019E margin growth: 116 basis points Source: Goldman Sachs Ticker: CMG Sector: Communication services Market cap: $14 billion Year-to-date return: 15% 2019E margin growth: 121 basis points Source: Goldman Sachs Ticker: NTAP Sector: Information technology Market cap: $15 billion Year-to-date return: -1% 2019E margin growth: 145 basis points Source: Goldman Sachs Ticker: AMD Sector: Information technology Market cap: $21 billion Year-to-date return: 12% 2019E margin growth: 159 basis points Source: Goldman Sachs Ticker: PYPL Sector: Information technology Market cap: $105 billion Year-to-date return: 5% 2019E margin growth: 173 basis points Source: Goldman Sachs Ticker: EXPE Sector: Communication services Market cap: $16 billion Year-to-date return: 4% 2019E margin growth: 176 basis points Source: Goldman Sachs Ticker: XYL Sector: Industrials Market cap: $12 billion Year-to-date return: 0% 2019E margin growth: 196 basis points Source: Goldman Sachs Ticker: KEYS Sector: Information technology Market cap: $12 billion Year-to-date return: 6% 2019E margin growth: 203 basis points Source: Goldman Sachs Ticker: VMC Sector: Materials Market cap: $14 billion Year-to-date return: 4% 2019E margin growth: 208 basis points Source: Goldman Sachs Ticker: NFLX Sector: Communication services Market cap: $140 billion Year-to-date return: 20% 2019E margin growth: 235 basis points Source: Goldman Sachs Ticker: ADSK Sector: Information technology Market cap: $29 billion Year-to-date return: 4% 2019E margin growth: 1,389 basis points Source: Goldman Sachs Forget FANG — a $135 billion investor says a new group of stocks is poised to dominate the market going forward