Software, semiconductors, hardware, and IT services. The sector with the most pricing power and highest historical ROIC - but also the highest disruption risk and the easiest place to overpay.
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).