Some of the companies outlined below are consensus longs whi...

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...

Media / Entertainment || $Netflix (NFLX.US)$ / $Live Nation Entertainment (LYV.US)$ / $Liberty Formula One-C (FWONK.US)$ / $TKO Group Holdings (TKO.US)$
Internet || $Meta Platforms (META.US)$ / $Alphabet-A (GOOGL.US)$ / $Pinterest (PINS.US)$ / $Booking Holdings (BKNG.US)$ / $Amazon (AMZN.US)$ / $MercadoLibre (MELI.US)$ / $MakeMyTrip (MMYT.US)$ / $Despegar.com (DESP.US)$
Real Estate || $CoStar (CSGP.US)$ / $Zillow-C (Z.US)$
Software || $Microsoft (MSFT.US)$ / $Procore Technologies (PCOR.US)$ / $Intuit (INTU.US)$ / $The Trade Desk (TTD.US)$ / $Tyler Technologies (TYL.US)$ / $CrowdStrike (CRWD.US)$ / $Palo Alto Networks (PANW.US)$ / $Zscaler (ZS.US)$ / $Intapp (INTA.US)$ / $MongoDB (MDB.US)$ / $Adobe (ADBE.US)$ / $Shopify (SHOP.US)$ / $Datadog (DDOG.US)$
Gaming || $EVOLUTION AB UNSP ADR EACH REPR 1 ORD SHS (EVVTY.US)$ / $Take-Two Interactive Software (TTWO.US)$ / $Nintendo (ADR) (NTDOY.US)$
Payments || $Visa (V.US)$ / $Shift4 Payments (FOUR.US)$ / $Adyen N.V. Unsponsored ADR (ADYEY.US)$ / $Flywire (FLYW.US)$
Retail || $TJX Companies (TJX.US)$ / $Restoration Hardware (RH.US)$ / $Walmart (WMT.US)$ / $Costco (COST.US)$ / $Ulta Beauty (ULTA.US)$ / $AutoZone (AZO.US)$ / $Best Buy (BBY.US)$ / $Dollar General (DG.US)$
Consumer || $Constellation Brands (STZ.US)$ / $Nike (NKE.US)$ / $Tempur Sealy International (TPX.US)$ / $Tractor Supply (TSCO.US)$ / $e.l.f. Beauty (ELF.US)$ / $Celsius Holdings (CELH.US)$ / $Lululemon Athletica (LULU.US)$
Semi / Semi Equipment || $Micron Technology (MU.US)$ / $Super Micro Computer (SMCI.US)$ / $Taiwan Semiconductor (TSM.US)$ / $Marvell Technology (MRVL.US)$ / $Advanced Micro Devices (AMD.US)$ / $Vertiv Holdings (VRT.US)$
Miscellaneous || $Ferrari (RACE.US)$ / $Axon Enterprise (AXON.US)$ / $Ferguson (FERG.US)$ / $Impinj (PI.US)$