Image source: Getty Images <\/p>\n
Recently, I was thinking about what in my Stocks and Shares ISA and Self-Invested Personal Pension (SIPP) I\u2019d hold on to if I couldn\u2019t touch these investment accounts for 10 years. My goal was to assess the true long-term conviction I have in my current holdings.<\/p>\n
It wasn\u2019t an easy exercise. Because today, technology\u2019s reshaping industries at an alarming pace and all kinds of companies in my portfolio are seeing their business models disrupted.<\/p>\n
However, I did identify a handful of businesses I\u2019m confident will still be dominating in a decade\u2019s time. Here\u2019s a look at two of them (they also happen to be my two largest holdings).<\/p>\n
First up, we have Amazon<\/strong> (NASDAQ: AMZN). It\u2019s a diversified technology company today with operations in online shopping, cloud computing, digital advertising, artificial intelligence (AI), and many other areas of tech.<\/p>\n There are several reasons I have conviction in the long-term staying power of this business. One is that it has many ways to win. Even if one area of its business gets disrupted by a competitor or new technology in the years ahead, it could still do well.<\/p>\n Another reason is that it has a history of innovation. This isn\u2019t a company that sits still. I believe that it will evolve significantly as the world becomes more technological (we\u2019re likely to see a lot of AI from Amazon).<\/p>\n A third reason is that it has significant market share in its major industries. Today, it\u2019s the largest player in online shopping and cloud computing globally and the third-largest player in digital advertising. So it has the financial firepower to acquire smaller companies with new technologies.<\/p>\n Of course, there are no guarantees that Amazon will continue to be successful. In the years ahead, it\u2019s likely to face intense competition in all the industries it operates in.<\/p>\n To my mind, however, it has all the right ingredients to be a long-term winner. I plan to hold it for a long time and I think it\u2019s worth considering as a long-term investment today.<\/p>\n Another company I\u2019m optimistic will still be a dominant force in 2035 is Microsoft<\/strong> (NASDAQ: MSFT). It\u2019s a diversified technology company that offers solutions in relation to business software, cloud computing, AI, and video gaming.<\/p>\n Microsoft has a powerful competitive advantage (economic moat) because so many businesses around the world use its software (Word, Excel, etc). Given its industry dominance in the business productivity space, it\u2019s unlikely to disappear any time soon.<\/p>\n Meanwhile, it\u2019s also a major player in cloud computing (it\u2019s the second-largest player globally behind Amazon). With this industry forecast to grow by around 10%-15% a year between now and 2035, the firm is well placed for success here.<\/p>\n Story continues <\/p>\n Additionally, like Amazon, it\u2019s an innovator. Currently, it\u2019s rolling out powerful AI features such as Copilot \u2013 a software service designed to help humans be more efficient.<\/p>\n Now, a scenario in which CEO Satya Nadella leaves the company is a risk here. He has been a brilliant leader over the last decade and transformed the company into a technology powerhouse.<\/p>\n Overall, however, I like the long-term risk\/reward proposition. I think this stock is worth considering for the long run, especially if it pulls back 5%-10% in the near term.<\/p>\n The post If I couldn\u2019t touch my ISA or SIPP for 10 years, I\u2019d be happy owning these super stocks<\/a> appeared first on The Motley Fool UK<\/a>.<\/p>\n More reading<\/strong><\/p>\n Edward Sheldon has positions in Amazon and Microsoft. The Motley Fool UK has recommended Amazon and Microsoft. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool\u2019s board of directors. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.<\/a><\/p>\n Motley Fool UK 2025<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images Recently, I was thinking about what in my Stocks and Shares ISA and Self-Invested…\n","protected":false},"author":2,"featured_media":186195,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,4],"tags":[324,748,14270,20639,76318,393,4884,1144,712,76319,76317,16,15,1764],"class_list":{"0":"post-186194","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-uk","8":"category-united-kingdom","9":"tag-amazon","10":"tag-britain","11":"tag-cloud-computing","12":"tag-digital-advertising","13":"tag-diversified-technology-company","14":"tag-england","15":"tag-great-britain","16":"tag-northern-ireland","17":"tag-scotland","18":"tag-self-invested-personal-pension","19":"tag-stocks-and-shares-isa","20":"tag-uk","21":"tag-united-kingdom","22":"tag-wales"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/114687097271514752","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/186194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=186194"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/186194\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/186195"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=186194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=186194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=186194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}