Large-cap

Viking Holdings runs premium river, ocean, and expedition cruises aimed at adults seeking destination-focused travel. Strong revenue growth, rising cash generation, and unusually high margins make it a standout name in travel, with expansion still underway.

TJX runs the leading off-price retail platform across apparel and home categories, pairing huge scale with strong margins and cash flow. Its format stays relevant when shoppers focus on value, while international and store growth keep the long-term outlook active.

Ross Stores runs a large off-price retail model through Ross Dress for Less and dd’s DISCOUNTS. Strong margins, high returns on capital, rising cash flow, and steady store expansion make it one of the more durable names in value-focused U.S. retail.

Lowe’s is a leading U.S. home improvement retailer built on scale, strong margins, and reliable cash generation. Recent sales trends have improved, and its push into professional customers and digital fulfillment could shape the next phase of performance.