-
Broadcom Inc. (AVGO $428.16)
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KLA Corporation (KLAC $1,864.46)
-
Lam Research Corporation (LRCX $293.77)
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Micron Technology Inc. (MU $734.94)
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NVIDIA Corporation (NVDA $214.84)
-
Emerson Electric Company (EMR $140.94)
-
Eaton Corporation PLC (ETN $402.07)
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NRG Energy Inc. (NRG $139.23)
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Rockwell Automation Inc. (ROK $452.67)
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Advanced Micro Devices Inc. (AMD $446.95)
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Take-Two Interactive Software Inc. (TTWO $221.34)
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MasTec Inc. (MTZ $412.62)
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Elastic N.V. (ESTC $51.67)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $923.18)
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Comfort Systems USA Inc. (FIX $1,944.71)
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SPX Technologies Inc. (SPXC $201.83)
-
Pegasystems Inc. (PEGA $35.95)
-
Primoris Services Corporation (PRIM $106.20)
-
Vistra Corp. (VST $147.82)
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BWX Technologies Inc. (BWXT $204.80)
-
Zoomd Technologies Ltd. (ZOMD $0.53)
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Datadog Inc. (DDOG $197.68)
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Vertiv Holdings LLC Class A (VRT $341.24)
-
Snowflake Inc. (SNOW $151.97)
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JFrog Ltd. (FROG $70.49)
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Roblox Corporation Class A (RBLX $42.12)
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Applovin Corporation (APP $466.67)
-
Constellation Energy Corporation (CEG $304.41)
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Talen Energy Corporation (TLN $385.42)
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?