Large-cap

Astera Labs builds the high-speed connectivity layer inside AI and cloud servers. Rapid revenue growth, rising cash generation, and strong margins have made it a standout semiconductor story, with its future closely tied to the expansion of next-generation data center infrastructure.

Datadog runs a broad cloud software platform that helps businesses monitor applications, infrastructure, and security in one place. Strong revenue growth, rising cash generation, and expanding AI and security products make its long-term story worth a closer look.

Autodesk builds essential design and engineering software used across construction, manufacturing, and digital content. Recurring subscriptions, strong margins, and rising cash flow make it a compelling platform story with room to expand through cloud workflows and AI.

Adobe powers many of the world’s leading creative and document tools, pairing recurring software revenue with high margins and strong cash flow. The key story now is whether its AI rollout can extend that leadership into the next phase of digital content creation.