- Microsoft Corporation (MSFT)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- ServiceNow Inc. (NOW)
- Rapid7 Inc. (RPD)
- Zoom Communications Inc. (ZM)
- CrowdStrike Holdings Inc. (CRWD)
- Slack Technologies Inc. Class A (WORK)
Q: Hi Team! As more more and more people are working from home, cloud based software companies, cyber security companies will benefit as I think this will become a new reality as companies realize they can save money. In Internet communication and hardware companies out there that will see an increase of their services and products are there any names you would recommend? I thank you in advance. Sam