koto_feja
BofA Securities published a list of 32 companies that its analysts believe will benefit from breakthroughs.
Among those breakthroughs, analysts name the GPT movement, disruptions, artificial intelligence, and a technology secularity, scarcity, and economics.
These stocks have a combined market cap of $16T. BofA’s research team “canvassed the views of all global fundamental equity teams to identify relevant stocks with business models” that are exposed to each theme.
A common denominator is that these are disruptors, analysts said.
“Understanding the breakthroughs on the cusp of commercialization has never been more important,” they added. “In the past 100 years, 3% of them generated [about] 100% of global net wealth, and [about] 1/3 of the S&P 500 (SP500) has been replaced since 2015.”
These are the second 16 stocks of the list:
(Link to Part 1)
Under the communications theme:
- Arista Networks (ANET)
Under the healthcare theme:
- Eli Lilly (LLY)
- Novo Nordisk (NVO)
- Caribou (CRBU)
- Guardant Health (GH)
- Recursion Pharmaceuticals (RXRX)
- Schrodinger (SDGR)
- BioXcel Therapeutics (BTAI)
- Excientia (EXAI)
- United Health Group (UNH)
- Under the energy theme:
- Eaton Corp. (ETN)
- Vertiv (VRT)
- Aspen Technology (AZPN)
- National Grid (OTCPK:NGGTF)
- First Solar (FSLR)
Under the transport theme:
- STMicroelectronics (STM)