Goldman’s New Long-Term AI Portfolio

Daily Profit Investing Research
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Goldman Sachs (NYSE: GS) revealed their favorite AI plays for the long haul.

The big bank has big predictions about AI.

One of them is that it will significantly boost labor productivity.

This could lead to enhanced corporate revenues and in some cases to improved margins due to reduced labor costs.

Goldman Sachs also thinks AI will have “a meaningful macro impact sometime between 2025 and 2030.”

And they’ve unveiled a long-term AI basket of 51 stocks that could massively benefit from that scenario.

In fact, following the widespread AI adoption that Goldman expects…

The median stock within their basket could see a 72% increase in earnings per share (EPS), compared to a 19% rise for the median stock in the Russell 1000 index.

Here’s their list divided by sector.

Software & Services:

  • Guidewire Software, Inc. (NYSE:GWRE)
  • Alteryx, Inc. (NYSE:AYX)
  • MongoDB, Inc. (NASDAQ:MDB)
  • Nutanix, Inc. (NASDAQ:NTNX)
  • Smartsheet, Inc. (NYSE:SMAR)
  • Snowflake, Inc. (NYSE:SNOW)
  • Twilio, Inc. (NYSE:TWLO)
  • DXC Technology Co. (NYSE:DXC)
  • BILL Holdings, Inc. (NASDAQ:BILL)
  • HubSpot, Inc. (NYSE:HUBS)
  • Accenture Plc (NYSE:ACN)
  • Elastic NV (NYSE:ESTC)
  • Cognizant Technology Solutions Corp. (NASDAQ:CTSH)

Consumer Staples Distribution & Retail:

  • Walmart Inc. (NYSE:WMT)
  • Walgreens Boots Alliance, Inc. (NASDAQ:WBA)
  • Costco Wholesale Corp. (NASDAQ:COST)

Energy:

  • Occidental Petroleum Corp. (NYSE:OXY)
  • Williams Companies, Inc. (NYSE:WMB)

Communication Services:

  • Pinterest, Inc. (NYSE:PINS)
  • New York Times Company (NYSE:NYT)
  • News Corp. (NASDAQ:NWSA)
  • ZoomInfo Technologies Inc (NASDAQ:ZI)
  • Consumer Discretionary:
  • H&R Block, Inc. (NYSE:HRB)
  • Kohl’s Corp. (NYSE:KSS)
  • Coupang, Inc. (NYSE:CPNG)
  • CarMax, Inc. (NYSE:KMX)
  • Amazon.com, Inc. (NASDAQ:AMZN)
  • Lear Corp. (NYSE:LEA)

Financials:

  • Kemper Corp (NYSE:KMPR)
  • Brown & Brown, Inc. (NYSE:BRO)
  • First American Financial Corp. (NYSE:FAF)
  • Willis Towers Watson (NYSE:WTW)
  • Marsh & McLennan Companies, Inc. (NYSE:MMC)
  • Fidelity National Financial, Inc. (NYSE:FNF)
  • Voya Financial, Inc. (NYSE:VOYA)

Health Care:

  • Tenet Healthcare Corp. (NYSE:THC)
  • DaVita Inc. (NYSE:DVA)
  • Universal Health Services, Inc. (NYSE:UHS)
  • IQVIA Holdings Inc (NYSE:IQV)
  • R1 RCM Inc (NASDAQ:RCM)
  • Encompass Health Corp. (NYSE:EHC)
  • Illumina, Inc. (NASDAQ:ILMN)

Industrials:

  • Clarivate PLC (NYSE:CLVT)
  • Robert Half Inc. (NYSE:RHI)
  • Ceridian HCM Holding, Inc. (NYSE:CDAY)
  • Tetra Tech, Inc. (NASDAQ:TTEK)
  • Science Applications International Corp (NYSE:SAIC)

Materials:

  • International Paper Company (NYSE:IP)

Real Estate:

  • Jones Lang LaSalle Incorporated (NYSE:JLL)

Utilities:

  • Hawaiian Electric Industries, Inc. (NYSE:HE)

Now, these could be great AI plays for you…

Because AI is the biggest transformational tech trend of the last 20 years.

As Bill Gates just said, it will “change our world.”

Banking giant UBS says the AI market could be worth a trillion dollars.

And some of the biggest names in tech are making massive investments in AI.

Google is doing EVERYTHING they can to catch up in the AI race…

Elon Musk just started a new AI company to challenge ChatGPT…

And even Amazon announced that it’s joining the AI race with two new AI language models available through its cloud platform, Amazon Web Services.

Yours in Wealth,

Ian Wyatt

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