What is digital transformation and why is it important for these stocks?

Digital transformation is the process of using digital technologies to create or modify business processes, culture, and customer experiences. For the companies in the Accelerators theme, this trend is crucial because they provide the tools and platforms that make transformation possible. As businesses worldwide continue to modernize their operations, these companies see sustained demand for their services, potentially driving long-term growth in their stock value.

What is cloud computing and how does it relate to business acceleration?

Cloud computing delivers computing services (like servers, storage, databases, networking, software) over the internet instead of requiring local hardware. Many companies in this group provide cloud-based solutions that help businesses operate faster and more efficiently by eliminating the need for physical infrastructure, enabling remote work, automating updates, and scaling resources instantly to match demand. This speed and flexibility gives businesses a competitive edge.

What is robotic process automation (RPA) mentioned in some of these stocks?

Robotic process automation (RPA) is technology that allows software "robots" to perform repetitive, rule-based digital tasks that would normally require human effort. Companies like PATH (UiPath) create RPA software that can automatically fill forms, extract data from documents, process transactions, and handle other routine tasks. This dramatically accelerates business operations, reduces errors, frees up employees for higher-value work, and can significantly cut operational costs.

How does AI impact the companies in this theme?

Artificial intelligence is both a product and growth catalyst for many companies in the Accelerators theme. These firms are integrating AI into their platforms to make business processes even faster and smarter through automated decision-making, predictive analytics, and intelligent automation. Additionally, as more businesses adopt AI technologies, they need the high-performance infrastructure, data management, and workflow tools that these companies provide, potentially creating new revenue opportunities.

What are "edge cloud" platforms mentioned in stocks like FSLY?

Edge cloud platforms move computing resources closer to end users (at the "edge" of the network) rather than processing everything in centralized data centers. This approach dramatically reduces the time it takes for data to travel, resulting in faster website loading, smoother streaming, and more responsive applications. For businesses, this speed improvement can mean better user experiences, reduced costs, enhanced security, and the ability to process time-sensitive data more efficiently.

15 handpicked stocks

Accelerators

Discover companies that are fundamentally changing how businesses operate by providing the essential software and platforms that drive speed, efficiency, and innovation. These carefully selected stocks represent leaders in the digital transformation space, powering the future of enterprise technology.

Han Tan | Market Analyst

Updated 2 days ago | Published at juin 17