Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.
These companies have mastered the subscription economy, with steady, predictable income streams that investors love. Their services are so embedded in client operations that switching costs are extremely high.
As businesses everywhere rush to digitize operations, these companies are selling the essential tools making it all possible. The digital transformation trend is still in early innings with years of growth ahead.
These aren't nice-to-have tools - they're mission-critical services companies can't operate without. This creates remarkable stability and defensibility even when budgets get tight or markets turn uncertain.
This collection focuses on the B2B companies providing mission-critical services to other businesses. These firms benefit from high customer retention and recurring revenue, creating stability even in uncertain markets. By powering the engine room of commerce, they're positioned for durable growth as digital transformation accelerates.
These companies typically feature strong cash flows, defensible market positions, and growth tied to overall business activity rather than consumer trends. Many operate as "picks and shovels" businesses, providing essential infrastructure regardless of which specific companies win in their industries.
We've selected market leaders in non-discretionary corporate spending categories - from cloud computing and enterprise software to payment networks and logistics services. These companies have established platforms, wide client bases, and provide services that businesses simply cannot function without in today's digital economy.
Summary and investor takeaways for the Company Toolbox basket based on provided market capitalisation breakdown.
MSFT: $3.85T
ADBE: $149.67B
CRM: $250.77B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+6
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+54.37%
On average, analysts expect assets in this group to grow 54.37% over the next year.
13 of 16 assets in this group are rated Buy by professional analysts.
