BANK OF AMERICA: These 11 companies are set to capitalize on the biggest changes in tech

Ticker: BABA

Market Cap: $465.11 billion

Themes: Big data, bottom billions, robots, millennials, and smart cities.

Description: "#1 China eCommerce retail marketplaces (Taobao, TMail), leading B2B sites (Alibaba.com, 1688.com); monetization driving revenue growth; Largest China retail marketplaces (Taobao, TMall) and leading B2B sties (Alibaba.com, 1688.com), Alibaba Pay (mobile payments)."

Ticker: AMZN

Market Cap: $774.80 billion

Themes: Big data, climate change, education, energy efficiency, robots, millennials, and smart cities.

Description: "Leading eCommerce co, leader in cloud and machine learning analytics (AWS), Amazon Alexa (#1 AI-enabled smart speaker), Amazon Prime / drone deliveries (logistics)."

Ticker: CHKP

Market Cap: $17.12 billion

Themes: Safety, smart cities

Description: "Network security solutions, selling software, hardware, and subscription services for IT security."

Ticker: FSCT

Market Cap: $1.27 billion

Themes: Safety, smart cities

Description: "Pure-play leader in the high -growth security sub segment, Network Access Control (NAC). NAC products help safeguard networks by providing endpoint detection, visibility, and policy control across laptops, mobile devices, and IoT."

Ticker: FMCQF

Market Cap: $11 billion

Themes: Aging, Obesity

Description: "#1 integrated provider in the global dialysis product and services market, caring for over 290k patients (10% of global patient share) and a 34% market share in dialysis products , provides ancillary services to the dialysis population."

Ticker: ISRG

Market Cap: $48.84 billion

Themes: Aging, obesity, and smart cities

Description: "Manufactures both capital equipment systems and disposable instruments for robotic surgery. ISRG pioneered robo surgery market and company's da Vinci system remains the only commercially available system for robotic surgery."

Ticker: YNDX

Market Cap: $13.76 billion

Themes: Future mobility, millennials

Description: "Leading search engine in Russia similar to Chinese Baidu, one of the few players globally that manages to successfully in paid search vs. Google."

Ticker: NOKBF

Market Cap: $26.72 billion

Themes: Smart cities

Description: "Exposure to 5G network equipment owns two main businesses: 1) Nokia Networks, a network infrastructure equipment supplier to global wireless and wireline operators 2) Technologies, its patent/IPR licensing activities."

Ticker: MSFT

Market Cap: $722.40 billion

Themes: Big data, education, robots, millennials, smart cities, virtual reality/augmented reality/mixed reality

Description: "Leading global software co, augmented/mixed reality, HoloLens headset for multiple verticals, digital learning (Windows software), LinkedIn acquisition (#1 professional network), #1 global K -12 classroom operating systemglobal leader in PC software."

Ticker: NVDA

Market Cap: $145.67 billion

Themes: Future mobility, robots, millennials, safety, smart cities, virtual reality/augmented reality/mixed reality

Description: "Graphics and video processing chips for multiple verticals (gaming, eSports, VR, autos, 4K), “supercomputing” chips, high speed GPU processing for VRWorks SDK/APIs tools for developers, DRIVE PX2 AV platform, DriveWorks toolkits for AV app -developers."