Fortune - USA (2020-12)

(Antfer) #1
Ansys
41 U.S. (ANSS, $318)

When engineers,
designers, and re-
searchers at some of
the top industrial
companies seek to
innovate, they turn to
Ansys. The software
company, with a re-
cent market value of
$27 billion, helps us-
ers create digital sim-
ulations of their
soon-to-be products.
Ansys is a dominant
player in the space,
owning 4 0 % of mar-
ket share and gener-
ating $1.5 billion in
revenue in 2 0 19. The
stock has doubled
over the past three
years.

Autodesk
30 U.S. (ADSK, $255)

C omputer-assisted
design and manufac-
turing software (a.k.a.
CAD and CAM) is in-
valuable in fields like
construction and ar-
chitecture, and pricey
as a result. Autodesk
has boosted its lead-
ership in the field by
putting CAD and
CAM in the cloud,
making them more
affordable, while still
growing sales at 15%
to 20 % annually. Re-
cent forays into A.I.-
powered construc-
tion-analytics tools
have further strength-
ened Autodesk’s
position.

Adobe
29 U.S. (ADBE, $463)

The software giant continues to evolve. In its most recent quarter, Ado-
be’s digital media segment, its largest, grew by 19% year over year. The
company’s subscription-based suite of tools for designing and publishing
content and its software for document creation and electronic signatures
(yes, PDFs are still big business) were largely responsible. And Adobe’s di-
verse mix of customers is also helping to future-proof its business. Sales
of the company’s Advertising Cloud products have flattened lately, owing
to increased competition from large players and a “significant global de-
cline in advertising spending.” But the stock is up 150% over three years.

Dassault


Systèmes
35 FRANCE (PA: DSY,
$188)

Dassault Systèmes
is known for its 3D
visualization soft-
ware, used by de-
signers and engi-
neers across a swath
of industries. Its
20 19 acquisition of
Medidata Solutions
made Dassault a
player in clinical trial
software just before
the onset of the pan-
demic. Now the
company is at the
forefront of a wave
of digitization across
industrial systems
and health care alike.

SCREEN TIME
Adobe’s chief product oicer, Scott Belsky, at the Adobe MAX event in 2019.

D ESIGN TECH


FORTUNE DECEMBER 2020 /JANUARY 2021 123

NVIDIA: DAVID PAUL MORRIS—BLOOMBERG VIA GETTY IMAGES; ADOBE: COURTESY OF ADOBE

Free download pdf