Top Ten

Alpha Group is a high-tech provider of financial solutions dedicated to corporates and institutions operating internationally.  The majority of its revenue comes from its Corporate London segment.

Alphabet is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than 85% is from online ads. Google’s other revenue is from sales of apps and content on Google Play and YouTube, as well as cloud service fees and other licensing revenue. Sales of hardware such as Chromebooks, the Pixel smartphone, and smart homes products, which include Nest and Google Home, also contribute to other revenue. Alphabet’s operating margin has been 25%-30%, with Google at 30% and other bets operating at a loss.

Arista Networks is an American networking equipment provider that primarily sells Ethernet switches and software to data centers.  Microsoft and Meta Platforms are its largest customers, and around 75% of its $USD 4bn+ revenue is generated in North America.

AutoZone is the premier seller of aftermarket automotive parts, tools, and accessories to do-it-yourself customers in the United States. The company derives an increasing proportion of its sales from domestic commercial customers, roughly three quarters in fiscal 2020, and has a growing presence in Mexico and Brazil. AutoZone had 6,549 stores in the U.S. (5,885), Mexico (621), and Brazil (43) as of the end of fiscal 2020.

Hermes is a French luxury goods company, known primarily for its leather goods such as the Birkin and Kelly handbags. This segment makes up around half of its revenues, with clothes, accessories, silks and textiles being other large contributors to revenue.  It has around 300 stores across the world.

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three overarching segments: Productivity and Business Processes, Intelligence Cloud, and Personal Computing. Through acquisitions, Microsoft owns Xamarin, LinkedIn, and GitHub.

Moncler founded in 1952 has evolved into a global luxury powerhouse with a strong focus on innovation, exclusivity, and sustainability. Moncler specializes in outerwear, especially down-filled jackets, parkas, and coats designed for cold
weather.

MSCI is a global provider of equity, fixed income, real estate indexes, multi-asset portfolio analysis tools, ESG and climate products.  In addition, it boasts over $1 trillion in ETF assets linked to MSCI indexes. 

Nvidia is an American multi-national technology company, and a leading developer of graphics processing units.  It is a dominant supplier of artificial intelligence hardware and software, employing almost 30,000 people.

Qualys Inc is a provider of cloud-based security and compliance solutions to enterprises, government entities, and small- and medium-sized businesses. The firm's solutions are delivered through the Qualsys Cloud Platform. The company derives revenue from subscriptions to its cloud-based solutions, typically on an annual basis. A large majority of the firm's revenue is generated in the United States.