SpaceX may be taking up more of the growth-stock conversation, but the NASDAQ-100 remains one of the main public-market baskets for investors looking at large-cap innovation.

Alphabet has been one of the best tech stocks to own over the past year.

Microsoft is the world's largest software company and is best known for Windows, Office and Azure cloud services. Zino says Microsoft has countless opportunities in the AI market, ranging from its Azure AI infrastructure to its Copilot applications.

Quantum computing stocks are speculative, pre-profit bets, well outside core-portfolio territory. But long term, these names make sense.

These stocks are down this year, but they could have tremendous upside in the long run.