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14 handpicked stocks

Access, Not Ownership Portfolio

Discover companies redefining how we consume products through subscription models and on-demand services. These carefully selected stocks represent businesses building loyal customer relationships through recurring revenue streams—a powerful trend reshaping the modern economy.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Market capitalisation breakdown and concise investor takeaways for the provided basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to lower volatility and align performance with broad-market trends, offering generally more stable returns.
  • Suitable as a core holding in diversified portfolios, rather than a speculative, high-growth trade.
  • Expect steady, long-term appreciation rather than explosive short-term gains; growth is likely moderate.
Total Market Cap
  • NFLX: $526.00B

  • ADBE: $149.67B

  • CRM: $250.77B

  • Other

About This Group of Stocks

1

Our Expert Thinking

These companies are at the forefront of transforming how we access services rather than owning products. From streaming entertainment and software-as-a-service to ridesharing and digital payments, they're building scalable platforms with predictable, recurring revenue that creates significant customer loyalty.

2

What You Need to Know

This collection offers a growth-oriented strategy focused on the enduring shift toward subscription and on-demand models. These businesses typically feature strong customer retention, reliable revenue forecasting, and expanding market opportunities as more industries embrace flexible consumption models.

3

Why These Stocks

We've selected market leaders powering this trend across multiple industries. Our focus includes both consumer-facing brands and the essential infrastructure enabling the subscription economy. Each company demonstrates strong platform scalability, brand loyalty, and consistent subscription-based revenue growth.

Why You'll Want to Watch These Stocks

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Predictable Cash Flow Champions

These companies generate recurring revenue that Wall Street loves. Their subscription models create more stable earnings forecasts and often command higher valuations than traditional one-time purchase businesses.

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Riding The Access Revolution

Consumer behavior is shifting dramatically toward flexibility and convenience over ownership. These companies are capturing this massive transition across entertainment, software, transportation, and beyond.

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Built-In Customer Loyalty

Subscription businesses create powerful "stickiness" that's hard for competitors to break. Once customers integrate these services into their lives, they tend to stay, creating valuable long-term relationships.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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