Morgan Stanley lists the thematic investment stock list for the Americas (including U.S. stocks) (table)

AASTOCKS
2026.01.20 03:48

Morgan Stanley recently released a global thematic investment report, listing the thematic investment stocks in the Americas (including U.S. stocks) with the highest-conviction thematic opportunities, all rated as "Overweight":

Stocks

Amazon (AMZN.US)

Bloom Energy (BE.US)

Broadcom (AVGO.US)

Cisco (CSCO.US)

Eli Lilly (LLY.US)

EQT Corp. (EQT.US)

Microsoft (MSFT.US)

NextEra Energy (NEE.US)

Nu Holdings Ltd (NU.US)

Nvidia (NVDA.US)

Phoenix Education Partners (PXED.US)

Rockwell Automation (ROK.US)

RTX Corp (RTX.US)

UnitedHealth Group (UNH.US)

Walmart (WMT.US)

Brazil AXIA Energia (AXIA6.SA)

Mexico Corporacion Inmobiliaria Vesta SAB de C (VESTA.MX)

Brazil Embraer (EMBJ.N)

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