Billionaire Richard Chilton’s 10 Stock Picks with Huge Upside Potential

5. CDW Corporation (NASDAQ:CDW)

Chilton Investment Company’s stake: $31,223,646

Upside Potential: 30.17%

Number of Hedge Fund Holders: 46

CDW Corporation (NASDAQ:CDW) is a leading provider of multi-brand IT solutions to business, government, education, and healthcare customers in the U.S., U.K., and Canada. Offering hardware, software, and integrated services—including cloud, hybrid infrastructure, and security—CDW remains vendor-neutral and partners with top OEMs and cloud providers. With about 10,900 customer-facing professionals, CDW simplifies IT complexities across design, procurement, and management. It operates in 150 countries and is positioned for growth as demand for technologies like cloud computing and AI continues to rise in its core, fragmented markets.

CDW’s service and service offerings played a key role in offsetting hardware weakness in 2024, with services revenue up 10% and double-digit profit growth. Managed Services grew over 20%, reflecting rising customer demand for cloud, AI, and security solutions. The company continues to expand its capabilities with investments like the acquisition of Mission Cloud Services, enhancing its AWS-based managed offerings. CDW’s deep technical expertise, especially in sectors like healthcare, has enabled development of tailored solutions such as AI-powered patient room systems and cloud migration strategies. By delivering integrated hardware, software, and services, CDW Corporation (NASDAQ:CDW) helps customers optimize operations and improve outcomes, reinforcing its trusted advisor status while maintaining strategic focus in high-growth areas like cloud, software, and professional services.