GOLDMAN SACHS: The market is about to be redefined by one huge shift - and buying these 14 stocks can help you make a killing
14. KLA-Tencor
13. Micron Technology
Ticker: MU
Industry: Information technology
Market cap: $59 billion
% of non-US sales: 86%
Source: Goldman Sachs
12. Nvidia
Ticker: NVDA
Industry: Information technology
Market cap: $159 billion
% of non-US sales: 87%
Source: Goldman Sachs
11. Texas Instruments
Ticker: TXN
Industry: Information technology
Market cap: $108 billion
% of non-US sales: 87%
Source: Goldman Sachs
10. Booking Holdings
Ticker: BKNG
Industry: Consumer discretionary
Market cap: $88 billion
% of non-US sales: 87%
Source: Goldman Sachs
9. IPG Photonics
Ticker: IPGP
Industry: Information technology
Market cap: $9 billion
% of non-US sales: 88%
Source: Goldman Sachs
8. Applied Materials
Ticker: AMAT
Industry: Information technology
Market cap: $49 billion
% of non-US sales: 90%
Source: Goldman Sachs
7. TechnipFMC
6. Lam Research
Ticker: LRCX
Industry: Information technology
Market cap: $29 billion
% of non-US sales: 92%
Source: Goldman Sachs
5. Broadcom
Ticker: AVGO
Industry: Information technology
Market cap: $89 billion
% of non-US sales: 93%
Source: Goldman Sachs
4. Qualcomm
Ticker: QCOM
Industry: Information technology
Market cap: $97 billion
% of non-US sales: 98%
Source: Goldman Sachs
3. Skyworks Solutions
Ticker: SWKS
Industry: Information technology
Market cap: $17 billion
% of non-US sales: 98%
Source: Goldman Sachs
2. Newmont Mining
Ticker: NEM
Industry: Materials
Market cap: $18 billion
% of non-US sales: 99%
Source: Goldman Sachs
1. Phillip Morris
Ticker: PM
Industry: Consumer staples
Market cap: $128 billion
% of non-US sales: 100%
Source: Goldman Sachs
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