-
Broadcom Inc. (AVGO $341.57)
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KLA Corporation (KLAC $1,465.00)
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Lam Research Corporation (LRCX $218.87)
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Micron Technology Inc. (MU $418.69)
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NVIDIA Corporation (NVDA $186.03)
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Emerson Electric Company (EMR $139.57)
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Eaton Corporation PLC (ETN $355.79)
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NRG Energy Inc. (NRG $148.63)
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Rockwell Automation Inc. (ROK $373.25)
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Advanced Micro Devices Inc. (AMD $204.83)
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Take-Two Interactive Software Inc. (TTWO $211.09)
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MasTec Inc. (MTZ $303.73)
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Elastic N.V. (ESTC $52.85)
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Clear Channel Outdoor Holdings Inc. (CCO $2.36)
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EMCOR Group Inc. (EME $720.18)
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Comfort Systems USA Inc. (FIX $1,407.32)
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SPX Technologies Inc. (SPXC $210.15)
-
Pegasystems Inc. (PEGA $43.59)
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Primoris Services Corporation (PRIM $133.63)
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Vistra Corp. (VST $159.16)
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BWX Technologies Inc. (BWXT $195.98)
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Zoomd Technologies Ltd. (ZOMD $1.03)
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Datadog Inc. (DDOG $127.49)
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Vertiv Holdings LLC Class A (VRT $268.26)
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Snowflake Inc. (SNOW $179.43)
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JFrog Ltd. (FROG $41.85)
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Roblox Corporation Class A (RBLX $60.39)
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Applovin Corporation (APP $461.45)
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Constellation Energy Corporation (CEG $300.69)
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Talen Energy Corporation (TLN $316.22)
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?