This pick list highlights constituents of the Morningstar US Large Cap Index that we believe offer investors the best risk-adjusted return prospects. Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.

This pick list highlights constituents of the Morningstar US Large Cap Index that we believe offer investors the best risk-adjusted return prospects. Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.

American Tower operates wireless and broadcast communications real estate, including wireless towers, distributed antenna systems, and managed rooftop systems. The company leases multitenant space to wireless service providers and radio and television broadcasters. AMT entered the Data Centers sector with the acquisition of a joint venture interest in CoreSite in 2021 and currently owns a 72% share. As of the beginning of 2026, the REIT is in 22 countries on five continents with 149,000 tower sites. Total operating revenues in 2025 topped $10.7 billion. North American assets accounted for just under half of total revenues with data centers accounting for about 10%. Top U.S. tenants include T-Mobile, AT&T, and Verizon. The current market cap is $85 billion, and the shares are a component of the S&P 500.

Stocks rose on Thursday, with the S&P 500 up 1.02%, the Dow Jones Industrial Average higher by 1.62%, and the Nasdaq Composite ahead by 0.89%. The bullish mood was driven by earnings reports, an acceptable GDP report, and as the war in Iran seems to be fading in the mind of investors focused on corporate results (at least for now).