Large Cap – Q4 2023 Update

Below you may see our hand-picked stocks that we believe are worth looking into for mid to long-term investments. This watchlist includes companies which would be referred to as Large Cap. Large Cap, otherwise known as Big Cap, refers to a company with a market capitalization of over $10 Billion. Market Capitalization is calculated by multiplying a company’s number of outstanding shares by the stock’s price per share. 

Technology & Communications

$AAPL: Apple Inc. designs, manufactures, and markets mobile communication and media devices, personal computers, and portable digital music players. The Company sells a range of related software, services, accessories, networking solutions, and third-party digital content and applications.
Investor Relations

$ADBE: Adobe, Inc. engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing. The Digital Media segment offers creative cloud services, which allow members to download and install the latest versions of products, such as Adobe Photoshop, Adobe Illustrator, Adobe Premiere Pro, Adobe Photoshop Lightroom, and Adobe InDesign, as well as utilize other tools, such as Adobe Acrobat.
Investor Relations

$ADI: Analog Devices, Inc. engages in the design, development, manufacture, and marketing of integrated circuits (ICs). Its products include industrial process control systems, medical imaging equipment, factory process automation systems, patient vital signs monitoring devices, instrumentation and measurement systems, wireless infrastructure equipment, energy management systems, networking equipment, aerospace and defense electronics, optical systems, automobiles, and portable consumer devices.
Investor Relations

$DOCU: DocuSign, Inc. provides cloud-based electronic signature solutions. Its cloud-based electronic signature platform helps companies and individuals securely collect information, automate data workflows and sign anything. The firm automates manual, paper-based processes allowing users to manage all aspects of documented business transactions include identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation and storage.
Investor Relations

$NVDA: Nvidia Corporation focuses on personal computer (PC) graphics, graphics processing unit (GPU), and also on artificial intelligence (AI). It operates through two segments: GPU and Tegra Processor. Its GPU product brands are aimed at specialized markets, including GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users.
Investor Relations

$TTD: The Trade Desk, Inc. offers a technology platform for advertising buyers. It operates through the United States and International geographical segments. The firm’s products include audio advertising, mobile advertising, native advertising, data management platform, cross-device targeting, and inventory and marketplaces.
Investor Relations

$TXN: Texas Instruments Incorporated engages in the design, manufacture, test, and sell analog and embedded semiconductors, which include industrial, automotive, personal electronics, communications equipment, and enterprise systems. It operates through the following segments: Analog and Embedded Processing.
Investor Relations

Finance

$BAC: Bank of America Corporation is a bank holding company and a financial holding company. The Company is a financial institution, serving individual consumers and others with a range of banking, investing, asset management, and other financial and risk management products and services.
Investor Relations

$GS: Goldman Sachs Group, Inc. engages in global investment banking, securities, and investment management, which provides financial services. It operates through the following business segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management.
Investor Relations

$PYPL: PayPal Holdings, Inc. engages in the development of a technology platform for digital payments. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm manages a two-sided proprietary global technology platform that links customers, which consist of both merchants and consumers, to facilitate the processing of payment transactions. It allows its customers to use their accounts for both purchases and paying for goods, as well as to transfer and withdraw funds.
Investor Relations

$SQ: Square, Inc. engages in the provision of credit card payment processing solutions. It is a cohesive commerce ecosystem that helps sellers start, run, and grow their businesses. The firm’s sellers download the Square Point of Sale mobile app, they can quickly and easily take their first payment, typically within minutes. Its system, sellers to gain access to features such as next-day settlements, digital receipts, payment dispute management, data security, and Payment Card Industry compliance.
Investor Relations 

$V: Visa Inc. (Visa) is a payments technology company that connects consumers, merchants, financial institutions, businesses, strategic partners, and government entities to electronic payments. The Company operates through the payment services segment. The Company enables global commerce through the transfer of value and information among the participants. The Company’s transaction processing network facilitates authorization, clearing, and settlement of payment transactions and enables it to provide its financial institution and merchant clients a range of products, platforms, and value-added services.
Investor Relations

Health

$ALXN: Alexion Pharmaceuticals, Inc. operates as a biopharmaceutical company. The firm focuses on serving patients with devastating and ultra-rare disorders through the development and commercialization of life-transforming therapeutic products. Its products include ultomiris, soliris, strensiq, and kanuma.
Investor Relations

$CVS: CVS Health Corp. engages in the provision of health care services. It operates through the following segments: Pharmacy Services, Retail or Long Term Care, Health Care Benefits, and Corporate/Other. The Pharmacy Services segment offers pharmacy benefit management solutions.
Investor Relations

$GILD: Gilead Sciences, Inc. is a biopharmaceutical company, which engages in the research, development, and commercialization of medicines in areas of unmet medical need. The firm’s primary areas of focus include human immunodeficiency virus, acquired immunodeficiency syndrome, liver diseases, hematology, oncology, and inflammation and respiratory diseases.
Investor Relations

$IDXX: IDEXX Laboratories, Inc. engages in the development, manufacture, and distribution of products and services for the animal veterinary, livestock and poultry, dairy and water testing markets. It operates through the following segments: CAG, Water, LPD, and Other.
Investor Relations

Consumer & Services

$AMZN: Amazon.com, Inc. engages in the provision of online retail shopping services. It operates through the following business segments: North America, International, and Amazon Web Services (AWS). The North America segment includes retail sales of consumer products and subscriptions through North America-focused websites such as www.amazon.com and www.amazon.ca. The International segment offers retail sales of consumer products and subscriptions through internationally-focused websites. The Amazon Web Services segment involves in the global sales of compute, storage, database, and AWS service offerings for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.
Investor Relations

$KO: The Coca-Cola Company is a beverage company. The Company owns or licenses and markets non-alcoholic beverage brands, primarily sparkling beverages and a range of still beverages, such as waters, flavored waters, and enhanced waters, juices and juice drinks, ready-to-drink teas, and coffees, sports drinks, dairy and energy drinks. The Company’s segments include Europe, Middle East, and Africa; Latin America; North America; Asia Pacific; Bottling Investments, and Corporate. The Company owns and markets a range of non-alcoholic sparkling beverage brands, including Coca-Cola, Diet Coke, Fanta, and Sprite. The Company owns or licenses and markets over 500 non-alcoholic beverage brands.
Investor Relations

$LOW: Lowe’s Cos., Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, bathroom, building supply, electrical, flooring, hardware, paint, kitchen, plumbing, lighting & fans, outdoor living, windows, and doors.
Investor Relations

$WMT: Walmart, Inc. engages in the retail and wholesale business. The Company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam’s Club. The Walmart U.S. segment operates as a merchandiser of consumer products, operating under the Walmart, Wal-Mart, and Walmart Neighborhood Market brands, as well as walmart.com and other eCommerce brands.
Investor Relations

Energy

$KMI: Kinder Morgan, Inc. operates as an energy infrastructure company. The firm engages in the operation of pipelines and terminals that transport natural gas, gasoline, crude oil, carbon dioxide (CO2), and other products and stores petroleum products chemicals and handles bulk materials like ethanol, coal, petroleum coke, and steel. It operates through the following segments: Natural Gas Pipelines, CO2, Terminals, Product Pipelines, and Kinder Morgan Canada. The Natural Gas Pipelines segment engages in the ownership and operation of major interstate and intrastate natural gas pipeline and storage systems, natural gas and crude oil gathering systems, and natural gas processing and treating facilities.
Investor Relations

Industrial Goods & Basic Materials

$CAT: Caterpillar, Inc. engages in the manufacture of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other.
Investor Relations

$DE: Deere & Co. engages in the manufacturing and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf; Construction and Forestry; and Financial Services.
Investor Relations

Real Estate

$AMT: American Tower Corp. provides real estate investment services, and owns, operates, and develops multitenant communications real estate properties. It operates through the following segments: U.S. & Canada, Asia-Pacific, Europe, Africa Latin America, and Services. The Asia-Pacific segment refers to the operations in Australia and India.
Investor Relations

$WELL: Welltower, Inc. engages in the provision of health care infrastructure and investment of seniors housing operators, post-acute providers, and health systems. It operates through the following segments: Seniors Housing Operating, Triple-net, and Outpatient Medical.
Investor Relations

Utilities

$EXC: Exelon Corp. operates as a utility services holding company, which engages in the energy generation, power marketing, and energy delivery business. It operates through the following segments: Mid Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and other Power Regions.
Investor Relations