Nastapp

COSTCO WHOLESALE CORP /NEW

Membership warehouse clubs; merchandise + fee economics.

Walmart Inc.

Global omnichannel retail; Walmart U.S., Sam's, International.

TARGET CORP

U.S. general merchandise + food & beverage + digital.

ADOBE INC.

Creative Cloud, Document Cloud, Experience Cloud subscriptions.

INTUIT INC.

Consumer tax + small-business financial software platforms.

Salesforce, Inc.

CRM / cloud application suite; subscription + support heavy.

ROPER TECHNOLOGIES INC

Diversified software + product network; serial acquirer.

TransDigm Group INC

Aerospace components aftermarket; proprietary parts + pricing power.

HEICO CORP

Niche aircraft electronic equipment + specialty products.

Broadcom Inc.

Semiconductor solutions + infrastructure software (VMware).