These special tech stocks hit all three of the industry's mega trends, Jefferies says

Stadia data center where it runs games in the cloud.

(This story is for CNBC Pro subscribers only.)

The coronavirus pandemic is accelerating many key trends in the technology world, and a few companies are poised to enjoy an outsized benefit over the long term, Jefferies said.

The bank believes fintech, cloud solutions and artificial intelligence are the three best-performing themes in the mega trend of technological transformation. It identified seven companies exposed to all of these three movements.

More In Investing trends

CNBC ProStocks should be fine when the Fed starts raising rates next year, history shows
CNBC ProJefferies says the metaverse will be 'biggest disruption humans have ever experienced.' How to play it
CNBC ProHere are Wall Street's top e-commerce picks as FedEx sees 100 million more holiday packages than '19