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.

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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.