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High conviction stocks with U.S. productivity opportunities due to AI - MS

High conviction stocks with U.S. productivity opportunities due to AI - MS

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Accenture PLC (ACN)

Adobe Inc. (ADBE)

The AES Corporation (AES)

Amazon.com, Inc. (AMZN)

Apollo Global Management Inc. (APO)

Asana, Inc. (ASAN)

Axon Enterprise, Inc (AXON)

Bank of America Corporation (BAC)

Baker Hughes Company (BKR)

BlackRock, Inc. (BLK)

Blackstone Inc. (BX)

Colgate-Palmolive Company (CL)

Canadian Natural Resources Limited (CNQ)

ConocoPhillips (COP)

Coursera, Inc. (COUR)

Salesforce Inc. (CRM)

CrowdStrike (CRWD)

Coterra Energy Inc. (CTRA)

Datadog, Inc. (DDOG)

Definitive Healthcare Corp. (DH)

DraftKings Inc. (DKNG)

EOG Resources, Inc. (EOG)

Etsy, Inc. (ETSY)

Exscientia PLC Sponsored ADR (EXAI)

F5, Inc. (FFIV)

Alphabet Inc. (GOOGL)

The Home Depot, Inc. (HD)

HubSpot, Inc. (HUBS)

Intuit Inc. (INTU)

Interpublic Group of Companies, Inc. (The) (IPG)

JPMorgan Chase & Co. (JPM)

McDonald's Corporation (MCD)

Moody's Corporation (MCO)

Meta Platforms, Inc. (META)

Microsoft Corporation (MSFT)

Match Group Inc. (MTCH)

NextEra Energy, Inc. (NEE)

NIKE, Inc. (NKE)

ServiceNow, Inc. (NOW)

NetApp, Inc. (NTAP)

Omnicom Group Inc. (OMC)

Occidental Petroleum Corporation (OXY)

Palo Alto Networks, Inc. (PANW)

Roblox Corporation (RBLX)

R1 RCM Inc. (RCM)

Recursion Pharmaceuticals, Inc. (RXRX)

Starbucks Corporation (SBUX)

Schrodinger, Inc. (SDGR)

Shopify Inc. (SHOP)

Schlumberger Limited (SLB)

Smartsheet (SMAR)

Snowflake Inc. (SNOW)

S&P Global Inc. (SPGI)

Spotify Technology (SPOT)

Sportradar Group AG (SRAD)

Atlassian Corporation PLC (TEAM)

Tesla, Inc. (TSLA)

Uber Technologies, Inc. (UBER)

Ulta Beauty Inc. (ULTA)

UnitedHealth Group Incorporated (UNH)

Vistra Corp. (VST)

Wix.com Ltd. (WIX)

Walmart Inc. (WMT)