The head of Morgan Stanley’s US equity team, Adam Parker, recommends including a higher share of technology shares in your stock portfolio. Big Data stocks, meanwhile, are considered the most lucrative source of growth potential. He specifically mentions Splunk (SPLK), a manufacturer of tracking software which also analyses that data. Having gone public in 2012, revenues have since doubled and it is now inching towards a $10bn market capitalisation. As a young startup its price-to-earnings ratio is rather high, but other longer-established companies such as EMC, IBM or Google may offer a better deal. Despite not offering the same ‘disruptive’ technology, they are also very active in the Big Data field.