Mega-cap

Broadcom designs critical chips and enterprise software used in data centers, networking, broadband, and virtualization. AI infrastructure demand, VMware’s larger software base, and unusually strong cash generation make its long-term business profile especially compelling.

Palo Alto Networks is a leading cybersecurity platform company expanding across network, cloud, and security operations. Strong revenue growth, rising free cash flow, and broad enterprise reach make its long-term business profile especially compelling.

Arista Networks builds the high-speed networking gear and software behind cloud data centers, enterprise networks, and AI infrastructure. Fast growth, exceptional margins, strong cash generation, and a near debt-free balance sheet make it a standout name worth a closer look.

CrowdStrike provides cloud-based cybersecurity through a largely recurring subscription model. Fast revenue growth, rising free cash flow, and a broadening platform keep it central to a sector with durable demand and expanding enterprise relevance.

Salesforce runs a large cloud software platform for sales, service, marketing, data, and AI. The key appeal is its mix of recurring revenue, rising margins, and powerful cash generation, while new AI and data tools could deepen spending across its existing customer base.