• Broadcom Inc. (AVGO $311.38)
  • $311.38 P/E (TTM): 66.51X Cap: $1.51T
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• KLA Corporation (KLAC $1,487.35)
  • $1,487.35 P/E (TTM): 43.15X Cap: $198.12B
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• Lam Research Corporation (LRCX $224.97)
  • $224.97 P/E (TTM): 46.14X Cap: $292.19B
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• Micron Technology Inc. (MU $418.33)
  • $418.33 P/E (TTM): 43.89X Cap: $500.02B
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• NVIDIA Corporation (NVDA $172.46)
  • $172.46 P/E (TTM): 36.82X Cap: $4.33T
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• Emerson Electric Company (EMR $127.84)
  • $127.84 P/E (TTM): 31.76X Cap: $73B
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• Eaton Corporation PLC (ETN $356.62)
  • $356.62 P/E (TTM): 34.5X Cap: $139.76B
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• NRG Energy Inc. (NRG $145.44)
  • $145.44 P/E (TTM): 39.68X Cap: $33.14B
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• Rockwell Automation Inc. (ROK $353.08)
  • $353.08 P/E (TTM): 40.63X Cap: $39.96B
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• Advanced Micro Devices Inc. (AMD $199.86)
  • $199.86 P/E (TTM): 75.27X Cap: $334.67B
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• Take-Two Interactive Software Inc. (TTWO $200.28)
  • $200.28 Cap: $37.35B
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• MasTec Inc. (MTZ $299.76)
  • $299.76 P/E (TTM): 59.66X Cap: $24.67B
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• Elastic N.V. (ESTC $52.94)
  • $52.94 Cap: $5.70B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.38)
  • $2.38 Cap: $1.18B
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• EMCOR Group Inc. (EME $720.00)
  • $720.00 P/E (TTM): 26.14X Cap: $33.45B
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• Comfort Systems USA Inc. (FIX $1,357.51)
  • $1,357.51 P/E (TTM): 49.24X Cap: $50.81B
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• SPX Technologies Inc. (SPXC $184.51)
  • $184.51 P/E (TTM): 40.25X Cap: $10.20B
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• Pegasystems Inc. (PEGA $43.28)
  • $43.28 P/E (TTM): 20.16X Cap: $7.27B
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• Primoris Services Corporation (PRIM $138.29)
  • $138.29 P/E (TTM): 27.55X Cap: $7.21B
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• Vistra Corp. (VST $145.47)
  • $145.47 P/E (TTM): 78.04X Cap: $56.66B
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• BWX Technologies Inc. (BWXT $198.93)
  • $198.93 P/E (TTM): 58.54X Cap: $19.21B
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• Zoomd Technologies Ltd. (ZOMD $0.87)
  • $0.87 P/E (TTM): 4.11X Cap: $87M
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• Datadog Inc. (DDOG $125.31)
  • $125.31 P/E (TTM): 423.42X Cap: $45.97B
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• Vertiv Holdings LLC Class A (VRT $258.91)
  • $258.91 P/E (TTM): 77.63X Cap: $102.98B
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• Snowflake Inc. (SNOW $167.69)
  • $167.69 Cap: $60.02B
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• JFrog Ltd. (FROG $41.60)
  • $41.60 Cap: $5.24B
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• Roblox Corporation Class A (RBLX $56.55)
  • $56.55 Cap: $40.76B
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• Applovin Corporation (APP $437.97)
  • $437.97 P/E (TTM): 45.39X Cap: $148.37B
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• Constellation Energy Corporation (CEG $279.54)
  • $279.54 P/E (TTM): 42.87X Cap: $114.55B
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• Talen Energy Corporation (TLN $302.06)
  • $302.06 Cap: $15.53B
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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 $138.29)
  • $138.29 P/E (TTM): 27.55X Cap: $7.21B
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• Jacobs Solutions Inc. (J $127.74)
  • $127.74 P/E (TTM): 34.63X Cap: $15.03B
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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 $138.29)
  • $138.29 P/E (TTM): 27.55X Cap: $7.21B
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Q: Thoughts on PRIM:US?

Upvote 0

Read Answer Asked by Colin I on April 19, 2021