These companies are playing a leading role in powering the S&P 500 to record highs.

The "Ten Titans" are the largest growth-focused U.S. companies by market cap -- consisting of Nvidia ( NVDA -0.85% ) , Microsoft ( MSFT -0.40% ) , Apple , Amazon , Alphabet ( GOOGL 0.46% ) ( GOOG 0.52% ) , Meta Platforms , Broadcom ( AVGO -1.57% ) , Tesla , Oracle ( ORCL 1.38% ) , and Netflix .

Combined, they make up over 37% of the S&P 500 , showcasing the top-heavy nature of the index and how just a handful of companies can move the market.

If I could only buy and hold half of the Ten Titans through 2030, I'd go with Nvidia, Broadcom, Microsoft, Oracle, and Alphabet. Here's what separates these growth stocks from the rest of the pack.

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