Microsoft Corp. (MSFT) Investors are suddenly rushing to invest in artificial intelligence companies. The success of the ChatGPT AI platform has attracted major mainstream interest.
Spotify Technology SA (SPOT) Even in the U.S., it's largely a fight between Spotify, Apple Music and YouTube, making audio a more concentrated industry than in video, which has a wider landscape of competitors. Spotify has strong network effects around playlists and music sharing.
Sociedad Quimica y Minera de Chile SA (SQM) A Chilean mining company probably isn't the first thing most people think of as a growth stock. However, this company is a leading purveyor of lithium.
Clearfield Inc. (CLFD) Clearfield is a smaller growth company focused on the market opportunity in broadband internet. The company provides fiber protection, management and delivery services.
Qualcomm Inc. (QCOM) Clearfield is hardly the only company poised to benefit from the increasing demand for data. Qualcomm is the leading player in the field of mobile telecommunications electronics.
XP Inc. (XP) XP is a leading Brazilian brokerage platform and investment banking company. The company found an opportunity in the market, bringing an approach focused on digital distribution.
The continued growth of credit card companies also creates opportunities for the merchant acquirers. These are the companies that provide credit card terminals and associated software and services to merchants.