-
Broadcom Inc. (AVGO $332.31)
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KLA Corporation (KLAC $1,546.68)
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Lam Research Corporation (LRCX $249.48)
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Micron Technology Inc. (MU $429.00)
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NVIDIA Corporation (NVDA $195.56)
-
Emerson Electric Company (EMR $148.44)
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Eaton Corporation PLC (ETN $373.53)
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NRG Energy Inc. (NRG $183.59)
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Rockwell Automation Inc. (ROK $402.38)
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Advanced Micro Devices Inc. (AMD $210.86)
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Take-Two Interactive Software Inc. (TTWO $207.31)
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MasTec Inc. (MTZ $285.26)
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Elastic N.V. (ESTC $58.00)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $801.80)
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Comfort Systems USA Inc. (FIX $1,450.60)
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SPX Technologies Inc. (SPXC $226.66)
-
Pegasystems Inc. (PEGA $43.08)
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Primoris Services Corporation (PRIM $153.20)
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Vistra Corp. (VST $175.36)
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BWX Technologies Inc. (BWXT $208.27)
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Zoomd Technologies Ltd. (ZOMD $1.04)
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Datadog Inc. (DDOG $110.33)
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Vertiv Holdings LLC Class A (VRT $262.19)
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Snowflake Inc. (SNOW $169.21)
-
JFrog Ltd. (FROG $38.76)
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Roblox Corporation Class A (RBLX $68.07)
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Applovin Corporation (APP $421.63)
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Constellation Energy Corporation (CEG $325.84)
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Talen Energy Corporation (TLN $391.43)
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?