Large-cap

CACI is a major provider of mission technology and services to U.S. defense, intelligence, and civilian agencies. Growth has been supported by cyber, communications, and modernization needs, while cash generation and specialized positioning make the company worth a closer look.

Allegro Microsystems makes sensing and power chips used heavily in vehicles and industrial systems. Its appeal comes from rising chip content in electrification and automation, while the current debate centers on how fully earnings and margins can recover.

Akamai runs the infrastructure that helps websites and apps stay fast, available, and secure worldwide. The most compelling angle is its shift from legacy delivery toward cybersecurity and edge cloud, backed by durable cash flow and a massive global network.

Broadridge runs essential infrastructure for shareholder communications, proxy voting, and financial operations. Its appeal comes from sticky client relationships, rising cash flow, and strong margins, while the stock now trades on a much more restrained valuation than in past years.