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15 handpicked stocks

Kingmakers

These powerful companies control the essential digital arenas that modern business depends on. Carefully selected by our analysts, this collection features firms that don't just participate in digital commerce—they own the platforms where it happens.

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Han Tan | Market Analyst

Updated today | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GOOGL

Alphabet Inc (Google)

GOOGL

Current price

$203.90

Its dominance in search, digital advertising, and mobile operating systems makes it a fundamental gateway for information and commerce.

META

Meta Platforms Inc (Facebook)

META

Current price

$785.23

It controls a vast social and communication network that is an essential advertising platform for businesses to reach billions of users.

SHOP

Shopify Inc.

SHOP

Current price

$141.47

It provides the critical e-commerce infrastructure for millions of merchants, enabling them to build and operate their online businesses.

About This Group of Stocks

1

Our Expert Thinking

These companies operate as digital toll roads, extracting value from transactions flowing through their platforms. By controlling marketplaces, cloud infrastructure, and payment networks, they've created massive barriers to entry while positioning themselves at the center of the global digital economy.

2

What You Need to Know

These stocks represent potential long-term core holdings that offer both stability and growth. Their entrenched positions create defensibility, while the world's increasing digitization drives their expansion. Many operate with high margins and strong network effects.

3

Why These Stocks

Each company was specifically selected for owning a non-negotiable digital gateway that other businesses must use to reach customers at scale. From search engines to payment networks, these firms don't just provide services—they control essential ecosystems.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+7.40%

Group Performance Snapshot

7.4%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 7.4% over the next year.

13 of 14

Stocks Rated Buy by Analysts

13 of 14 assets in this group are rated Buy by professional analysts.

2.4%

Group Growth

This group averaged a 2.4% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏰

The Moat Masters

These businesses sit at strategic chokepoints in the digital economy, collecting "tolls" as commerce flows through their platforms. Their power grows as more users join their ecosystems.

🌐

Riding the Digital Wave

As more businesses and consumers migrate online, these platform controllers benefit automatically. They're perfectly positioned to capture value from the relentless global shift to digital everything.

🔑

Own the Gatekeepers

Why chase after individual winners when you can own the arenas where all businesses must compete? These companies control the essential gateways—they win regardless of which specific products succeed.

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