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qualitative/lists/innovation-compounders
Best-in-class innovators that also scale efficiently and allocate capital wisely.
NVDA · Technology · Wide
AAPL · Technology · Wide
GOOG · Communication Services · Wide
MSFT · Technology · Wide
AMZN · Consumer Cyclical · Wide
TSM · Technology · Wide
AVGO · Technology · Solid
META · Communication Services · Solid
LLY · Healthcare · Solid
JNJ · Healthcare · Solid
V · Financial Services · Wide
ASML · Technology · Wide
MA · Financial Services · Wide
ORCL · Technology · Solid
NFLX · Communication Services · Wide
ABBV · Healthcare · Solid
PLTR · Technology · Solid
MRK · Healthcare · Narrow
NVS · Healthcare · Narrow
GE · Industrials · Wide
AMAT · Technology · Solid
LRCX · Technology · Narrow
PM · Consumer Defensive · Solid
LIN · Basic Materials · Wide
IBM · Technology · Solid
Moatware