Global Top Stock Picks from Analysts

NVIDIA

Market Cap: US$2.5t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Taiwan Semiconductor Manufacturing

Market Cap: NT$21.2t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Novo Nordisk

Market Cap: DKK 1.9t

Engages in the research and development, manufacture, and distribution of pharmaceutical products in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.

Salesforce

Market Cap: US$237.6b

Provides customer relationship management (CRM) technology that connects companies and customers together worldwide.

Advanced Micro Devices

Market Cap: US$141.4b

Operates as a semiconductor company worldwide.

PDD Holdings

Market Cap: US$130.1b

A multinational commerce group, owns and operates a portfolio of businesses.

Applied Materials

Market Cap: US$111.7b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

Shopify

Market Cap: US$108.3b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Arm Holdings

Market Cap: US$106.2b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.

Meituan

Market Cap: HK$780.4b

Operates as a technology retail company in the People’s Republic of China.

Arista Networks

Market Cap: US$89.8b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

SK hynix

Market Cap: ₩119.8t

Engages in the manufacture, distribution, and sale of semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

MicroStrategy

Market Cap: US$82.6b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

AppLovin

Market Cap: US$81.0b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Micron Technology

Market Cap: US$76.9b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally.

AIA Group

Market Cap: HK$579.3b

Provides life insurance based financial services in Hong Kong.

SoftBank Group

Market Cap: JP¥9.6t

Provides telecommunication services in Japan and internationally.

Constellation Energy

Market Cap: US$64.8b

Produces and sells energy products and services in the United States.

Tokyo Electron

Market Cap: JP¥8.8t

Develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally.

Regeneron Pharmaceuticals

Market Cap: US$60.3b

Regeneron Pharmaceuticals, Inc. discovers, invents, develops, manufactures, and commercializes medicines for treating various diseases worldwide.

Dell Technologies

Market Cap: US$59.2b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Hon Hai Precision Industry

Market Cap: NT$1.8t

Provides electronic OEM services.

Atlassian

Market Cap: US$53.1b

Through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide.

Shin-Etsu Chemical

Market Cap: JP¥7.4t

Provides infrastructure, electronics, and functional materials in Japan.

JD.com

Market Cap: US$50.0b

Operates as a supply chain-based technology and service provider in the People’s Republic of China.

Foxconn Industrial Internet

Market Cap: CN¥353.1b

Designs and manufactures communication network and cloud computing equipment, precision tools, and industrial solutions.

Marvell Technology

Market Cap: US$44.8b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Coinbase Global

Market Cap: US$44.4b

Operates platform for crypto assets in the United States and internationally.

Daiichi Sankyo Company

Market Cap: JP¥6.0t

Manufactures and sells pharmaceutical products in Japan, North America, Europe, and internationally.

Glencore

Market Cap: UK£30.8b

Engages in the production, refinement, processing, storage, transport, and marketing of metals and minerals, and energy products in the Americas, Europe, Asia, Africa, and Oceania.

Infineon Technologies

Market Cap: €34.6b

Engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.

Vistra

Market Cap: US$39.1b

Operates as an integrated retail electricity and power generation company in the United States.

Shenzhen Mindray Bio-Medical Electronics

Market Cap: CN¥265.6b

Shenzhen Mindray Bio-Medical Electronics Co., Ltd.

Block

Market Cap: US$33.4b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Adani Enterprises

Market Cap: ₹2.8t

Operates as a conglomerate company in India and internationally.

Datadog

Market Cap: US$31.3b

Operates an observability and security platform for cloud applications in the United States and internationally.