Coverage Universe
Platforms
Network-effect consumer and marketplace businesses — ads, commerce, media, mobility, and the hyperscalers that sit on top of them.
Versus the book
How this bucket sits against coverage
Moat 69·Growth 88·Val 85
Moat 84·Growth 91·Val 71
Moat 83·Growth 78·Val 82
Moat 82·Growth 84·Val 74
Moat 84·Growth 78·Val 75
Moat 82·Growth 74·Val 78
Moat 61·Growth 79·Val 89
Moat 75·Growth 81·Val 73
Moat 79·Growth 75·Val 74
Moat 76·Growth 75·Val 75
Moat 76·Growth 75·Val 70
Moat 76·Growth 70·Val 74
Moat 75·Growth 68·Val 77
Moat 55·Growth 85·Val 76
Moat 70·Growth 85·Val 64
Moat 64·Growth 78·Val 73
Moat 80·Growth 65·Val 74
Moat 89·Growth 71·Val 61
Moat 59·Growth 67·Val 76
Moat 56·Growth 63·Val 77
Moat 43·Growth 72·Val 74
Moat 45·Growth 68·Val 74
Moat 49·Growth 54·Val 74
Moat 46·Growth 47·Val 73
24 stocks · Platforms
Other sectors