• Broadcom Inc. (AVGO $354.91)
  • $354.91 P/E (TTM): 70.31X Cap: $1.68T
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• KLA Corporation (KLAC $1,727.26)
  • $1,727.26 P/E (TTM): 45.09X Cap: $219.20B
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• Lam Research Corporation (LRCX $258.76)
  • $258.76 P/E (TTM): 46.07X Cap: $307.80B
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• Micron Technology Inc. (MU $421.51)
  • $421.51 P/E (TTM): 35.89X Cap: $458.68B
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• NVIDIA Corporation (NVDA $183.91)
  • $183.91 P/E (TTM): 36.35X Cap: $4.42T
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• Emerson Electric Company (EMR $144.67)
  • $144.67 P/E (TTM): 32.92X Cap: $80.17B
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• Eaton Corporation PLC (ETN $400.44)
  • $400.44 P/E (TTM): 35.3X Cap: $149.59B
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• NRG Energy Inc. (NRG $161.78)
  • $161.78 P/E (TTM): 38.17X Cap: $32.84B
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• Rockwell Automation Inc. (ROK $394.90)
  • $394.90 P/E (TTM): 42.26X Cap: $43.81B
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• Advanced Micro Devices Inc. (AMD $236.64)
  • $236.64 P/E (TTM): 83.6X Cap: $385.80B
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• Take-Two Interactive Software Inc. (TTWO $198.05)
  • $198.05 Cap: $37.42B
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• MasTec Inc. (MTZ $357.37)
  • $357.37 P/E (TTM): 66.57X Cap: $26.52B
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• Elastic N.V. (ESTC $45.00)
  • $45.00 Cap: $5.04B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.37)
  • $2.37 Cap: $1.18B
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• EMCOR Group Inc. (EME $800.40)
  • $800.40 P/E (TTM): 26.59X Cap: $33.41B
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• Comfort Systems USA Inc. (FIX $1,574.45)
  • $1,574.45 P/E (TTM): 49.3X Cap: $53.64B
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• SPX Technologies Inc. (SPXC $215.54)
  • $215.54 P/E (TTM): 38.85X Cap: $9.80B
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• Pegasystems Inc. (PEGA $39.87)
  • $39.87 P/E (TTM): 19.83X Cap: $6.96B
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• Primoris Services Corporation (PRIM $163.71)
  • $163.71 P/E (TTM): 29.67X Cap: $8.01B
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• Vistra Corp. (VST $152.75)
  • $152.75 P/E (TTM): 70.5X Cap: $52.77B
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• BWX Technologies Inc. (BWXT $230.29)
  • $230.29 P/E (TTM): 60.07X Cap: $21.23B
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• Zoomd Technologies Ltd. (ZOMD $0.88)
  • $0.88 P/E (TTM): 3.89X Cap: $92M
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• Datadog Inc. (DDOG $108.98)
  • $108.98 P/E (TTM): 375.94X Cap: $41.22B
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• Vertiv Holdings LLC Class A (VRT $287.64)
  • $287.64 P/E (TTM): 76.92X Cap: $107.52B
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• Snowflake Inc. (SNOW $132.24)
  • $132.24 Cap: $51.85B
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• JFrog Ltd. (FROG $44.46)
  • $44.46 Cap: $5.65B
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• Roblox Corporation Class A (RBLX $55.17)
  • $55.17 Cap: $39.28B
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• Applovin Corporation (APP $379.14)
  • $379.14 P/E (TTM): 42.1X Cap: $131.94B
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• Constellation Energy Corporation (CEG $280.25)
  • $280.25 P/E (TTM): 36.84X Cap: $89.06B
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• Talen Energy Corporation (TLN $312.76)
  • $312.76 Cap: $14.91B
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Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Upvote 22

Read Answer Asked by simon on February 13, 2026

• Primoris Services Corporation (PRIM $163.71)
  • $163.71 P/E (TTM): 29.67X Cap: $8.01B
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• Jacobs Solutions Inc. (J $127.13)
  • $127.13 P/E (TTM): 34.47X Cap: $15.40B
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Q: What is your opinion on PRIM:US. Would you recommend it? If not, please provide me with a better alternative in relation to infracture.

Thank you.

Upvote 0

Read Answer Asked by Donna on April 20, 2021

• Primoris Services Corporation (PRIM $163.71)
  • $163.71 P/E (TTM): 29.67X Cap: $8.01B
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Q: Thoughts on PRIM:US?

Upvote 0

Read Answer Asked by Colin I on April 19, 2021