30 companies for 2030
"What if I told you… the future was already here?” A 30 for 30 look at the companies worth holding in 2030.
In a rapidly evolving world, long-term investing demands an understanding of not just company fundamentals, but also the structural forces shaping the global economy. This list, 30 Companies for 2030, reflects that outlook and conviction on firms best positioned to benefit from transformational trends in technology, healthcare, finance, and sustainability. These companies are not only leaders in their respective domains—they are riding powerful waves of change that I believe will reshape industries, economies, and lives over the coming decade.
To give structure to this outlook, I’ve grouped the companies into four thematic areas:
Core Technologies: Powering the next industrial revolution—from semiconductors to cybersecurity and AI.
Healthcare: Addressing global health challenges through innovation, diagnostics, and digital medicine.
Financial Technologies: Modernizing the world’s financial infrastructure, payments, and capital access.
Transformation Technologies: Enabling the shift to a low-carbon, digitized, and more resilient economy.
Let’s dive in!
Core technologies
Microsoft MSFT 0.00%↑
Microsoft has firmly established itself as the leading enterprise software and cloud company, with Azure gaining strong traction across industries. Its investments in generative AI and integration across Microsoft 365, LinkedIn, and developer tools position it well to capture enterprise AI spend. With a strong balance sheet and wide economic moat, I see Microsoft as both a growth story and a defensive play.
ARM Holdings ARM 0.00%↑
As the backbone of low-power processor design, ARM benefits from explosive demand across smartphones, datacenters, and edge devices. Its royalty-based model creates a high-margin, scalable business. With partners like NVIDIA and Alphabet, I see ARM playing a crucial role in enabling next-gen AI chips.
TSMC $TSMC
Taiwan Semiconductor Manufacturing Company is the world’s most advanced semiconductor foundry, with dominant positions in 5nm and 3nm chip production. As AI workloads grow, TSMC stands to benefit from surging demand for high-performance computing chips. The company’s geographic concentration in Taiwan is a risk, but also a strategic asset in today’s geopolitics.
AMD AMD 0.00%↑
Advanced Micro Devices has transformed into a powerhouse in both CPUs and GPUs, increasingly winning share from Intel in the data center and PC space. Its MI300 series chips are well placed to ride the AI infrastructure boom. I believe AMD is one of the best positioned challengers in the semiconductor world.
ASML ASML 0.00%↑
The only supplier of EUV lithography machines, ASML is a monopoly enabler of Moore’s Law. Its role in keeping semiconductor advancement on track is critical, and its high-margin, low-competition business makes it one of the most compelling long-term tech investments. ASML’s visibility on orders stretches years ahead, making it unusually predictable for a tech company.
Arista Networks ANET 0.00%↑
Arista is a leader in high-performance networking for hyperscale datacenters, with strong relationships across cloud titans. Its software-driven switches and operating system have earned a reputation for reliability and speed. As AI datacenters expand, Arista is a crucial component supplier.
Broadcom AVGO 0.00%↑
Broadcom blends strong semiconductor franchises in connectivity and infrastructure with a growing software business. Its M&A strategy, including VMware, adds scale and recurring revenue streams. This is a cash-generating, diversified business with exposure to secular tech tailwinds.
Palo Alto Networks PANW 0.00%↑
Palo Alto is one of the best-positioned cybersecurity platforms in a world of rising digital threats. Its shift to a consolidated security suite and subscription model offers sticky, growing revenue. As enterprises face increasing complexity in cloud and hybrid environments, Palo Alto’s platform approach is becoming essential.
CrowdStrike CRWD 0.00%↑
With its AI-powered Falcon platform, CrowdStrike offers endpoint protection, threat intelligence, and cloud security in one seamless solution. Its rapid customer growth and expanding module adoption support continued strong ARR growth. As cybersecurity spending increases, I see CrowdStrike as a core holding.
ServiceNow NOW 0.00%↑
ServiceNow is the workflow automation engine of the enterprise, with strong positions in IT service management and expanding into finance, HR, and customer service. Its use of generative AI to streamline operations offers further upside. With 80% of Fortune 500 companies as customers, its runway remains long.
Apple AAPL 0.00%↑
Apple’s ecosystem of hardware, software, and services remains unmatched in the consumer tech world. The company’s ability to monetize loyalty through services and wearables is driving margin expansion. Future AI and health applications only strengthen its position.
Alphabet GOOG 0.00%↑
Alphabet remains the undisputed leader in search, and its YouTube and cloud platforms provide strong pillars of growth. The company is doubling down on AI via Gemini, positioning itself well in generative content and productivity tools. Its valuation remains attractive relative to growth.
Amazon AMZN 0.00%↑
Amazon is both a retail giant and the most profitable cloud provider globally via AWS. Margin expansion across its North America and advertising businesses is driving strong earnings growth. I believe Amazon will continue to benefit from digital commerce and infrastructure tailwinds.
Healthcare
AstraZeneca AZN 0.00%↑
AstraZeneca has built a world-class pipeline in oncology, immunology, and rare diseases. Its bet on antibody-drug conjugates and next-gen therapeutics is delivering high-margin growth. I see strong upside as its late-stage pipeline reads out over the next 12–24 months.
Alcon ALC 0.00%↑
Alcon is a leader in eye care with dominant positions in surgical products and contact lenses. A steady cadence of product launches and geographic expansion supports a solid growth outlook. Its underleveraged balance sheet gives flexibility for further investment.
Intuitive Surgical ISRG 0.00%↑
As the pioneer in robotic-assisted surgery, Intuitive has built a durable competitive moat with its da Vinci systems. The upcoming da Vinci 5 rollout will extend its lead and support margin growth. With training and data analytics capabilities, the company is evolving into a full surgical platform.
Stryker SYK 0.00%↑
Stryker is a diversified medical device innovator with exposure to high-growth surgical, orthopedic, and neurotechnology markets. Its Mako robotic platform is a key differentiator in joint replacement. Aging demographics and surgical demand support long-term double-digit growth.
Lonza $LONN.SW
Lonza is a global CDMO (contract development and manufacturing organization) providing critical drug production capabilities to pharma and biotech. Its biologics capacity and take-or-pay contracts offer visibility and pricing power. As reshoring and supply chain resilience become priorities, Lonza is a strategic asset.
Financial technologies
Mastercard MA 0.00%↑
Mastercard is a global payments leader benefiting from the secular shift from cash to digital. Cross-border travel recovery and growing B2B and value-added services provide further upside. Its network model delivers strong operating leverage and high returns on capital.
Societe Generale $GLE.PA
Societe Generale is executing a major transformation with a focus on efficiency and capital return. Trading at less than 0.4x book, the company offers compelling value with a clear roadmap for improvement. Its commitment to shareholder returns and asset reallocation makes it an interesting contrarian bet.
Transformation technologies
Enel $ENEL
Enel is the world’s largest renewable power developer, with a growing regulated network business in Europe and Latin America. Its Capex program supports steady EBITDA and dividend growth. Enel offers exposure to the electrification of energy with a reliable income stream.
Trane Technologies TT 0.00%↑
Trane is a leader in climate solutions for buildings and transportation, with a clear strategy to capitalize on decarbonization. Its strong backlog, pricing power, and service mix make it resilient in volatile markets. Long-term electrification tailwinds provide a durable growth path.
Eaton ETN 0.00%↑
Eaton is a diversified industrial aligned with megatrends in electrification, aerospace, and data centers. Strong execution and visibility into customer spending plans support top-tier growth. Its balance sheet flexibility and ROIC discipline stand out in the sector.
Ferrari RACE 0.00%↑
Ferrari blends luxury branding with precision engineering and strong pricing power. Electrification is not a threat but an opportunity to enhance exclusivity and margins. With demand booked out years in advance, Ferrari offers rare earnings visibility in the auto space.
Uber UBER 0.00%↑
Uber is now a profitable platform company, integrating mobility, food delivery, and logistics under one app. Subscription models and advertising open new monetization avenues. As 5G and autonomous tech matures, Uber could become the OS for urban transportation.
Air Liquide $AI.PA
Air Liquide combines defensive industrial gas exposure with a growing green hydrogen platform. With strong regulatory tailwinds in Europe and the US, its decarbonization roadmap is compelling. Its inflation-hedged contracts and global diversification support steady earnings growth.
Linde LIN 0.00%↑
Linde is the largest industrial gas provider globally and a frontrunner in hydrogen infrastructure. Its long-term contracts and cost discipline drive consistent double-digit EPS growth. As a foundational piece of the green transition, it’s a core holding in my portfolio.
Defence & Strategic enablers
BAE Systems $BA.L
BAE is a diversified defense giant with exposure to land, air, sea, and cyber platforms. Rebounding European defense budgets and backlog visibility underpin a strong multi-year outlook. Its free cash flow profile and capital return strategy make it attractive even in uncertain markets.
Rheinmetall $RHM.DE
Rheinmetall is Europe’s premier ground systems provider, with demand driven by NATO rearmament and ammunition restocking. Its civil segment adds upside from clean tech and automotive electrification. I see meaningful upside as European defense re-industrializes.
Leonardo $LDO.MI
Leonardo is Italy’s national defense champion with capabilities across helicopters, space, and electronics. Joint ventures and a renewed dividend policy support the investment case. Execution on its Aerostructure business and export deals will be key catalysts.
Final thoughts
The companies in this list span industries and geographies, but they all share one thing: exposure to structural, secular growth drivers. In my view, these are the firms that are impacting how we work, live, heal, transact, and protect our way of life. The list could easily be longer and also include companies I often cover in other articles, but have chosen these 30 to be able to also put light on other companies.
With that, thanks for reading I truly appreciate the interest. Below are a few ideas for further readings and inspirations.
