Large-cap

Trimble develops software, hardware, and positioning tools that help construction, geospatial, agriculture, and transportation customers work more efficiently. Strong margins and a deeper push into recurring software make its long-term industrial relevance worth a closer look.

Twilio provides the digital infrastructure behind business messaging, voice, email, and customer engagement. Revenue growth has reaccelerated, free cash flow has improved sharply, and the company is pushing deeper into higher-value software and AI-enabled workflows.

Toast provides restaurants with an integrated platform for payments, point-of-sale, online ordering, and back-office tools. The most striking developments are strong revenue growth, rising cash generation, and a shift from losses to positive profitability.

Atlassian builds widely used teamwork software around Jira, Confluence, Trello, and service management. Fast revenue growth, recurring cloud subscriptions, and strong cash generation make it a closely watched platform as it pushes deeper into enterprise and AI-enabled workflows.