-
Broadcom Inc. (AVGO $332.65)
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KLA Corporation (KLAC $1,496.00)
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Lam Research Corporation (LRCX $244.92)
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Micron Technology Inc. (MU $428.17)
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NVIDIA Corporation (NVDA $189.82)
-
Emerson Electric Company (EMR $148.62)
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Eaton Corporation PLC (ETN $373.38)
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NRG Energy Inc. (NRG $179.18)
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Rockwell Automation Inc. (ROK $398.79)
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Advanced Micro Devices Inc. (AMD $200.15)
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Take-Two Interactive Software Inc. (TTWO $199.72)
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MasTec Inc. (MTZ $283.86)
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Elastic N.V. (ESTC $58.12)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $812.79)
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Comfort Systems USA Inc. (FIX $1,462.23)
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SPX Technologies Inc. (SPXC $242.29)
-
Pegasystems Inc. (PEGA $45.36)
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Primoris Services Corporation (PRIM $169.36)
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Vistra Corp. (VST $171.40)
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BWX Technologies Inc. (BWXT $206.44)
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Zoomd Technologies Ltd. (ZOMD $0.96)
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Datadog Inc. (DDOG $115.66)
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Vertiv Holdings LLC Class A (VRT $243.75)
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Snowflake Inc. (SNOW $172.50)
-
JFrog Ltd. (FROG $37.75)
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Roblox Corporation Class A (RBLX $62.00)
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Applovin Corporation (APP $418.68)
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Constellation Energy Corporation (CEG $294.84)
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Talen Energy Corporation (TLN $382.25)
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?