Cloud Software: $TWLO $SPLK $NOW $TEAM $COUP $ZM $CRM $VEEV $OKTA $DOCU(probably) $SHOP

Chips: $INTC (cpus) $NVDA (gpus)

All wide moats and domain kings.

Will get there (niches but growing
rapidly in software): $HUBS $AVLR $MDB $ESTC $DDOG $ZI $LVGO