-
Broadcom Inc. (AVGO $406.54)
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KLA Corporation (KLAC $1,791.44)
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Lam Research Corporation (LRCX $267.60)
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Micron Technology Inc. (MU $455.07)
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NVIDIA Corporation (NVDA $201.68)
-
Emerson Electric Company (EMR $146.35)
-
Eaton Corporation PLC (ETN $406.21)
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NRG Energy Inc. (NRG $167.73)
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Rockwell Automation Inc. (ROK $415.73)
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Advanced Micro Devices Inc. (AMD $278.39)
-
Take-Two Interactive Software Inc. (TTWO $212.04)
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MasTec Inc. (MTZ $370.89)
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Elastic N.V. (ESTC $47.56)
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Clear Channel Outdoor Holdings Inc. (CCO $2.38)
-
EMCOR Group Inc. (EME $806.05)
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Comfort Systems USA Inc. (FIX $1,650.47)
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SPX Technologies Inc. (SPXC $223.52)
-
Pegasystems Inc. (PEGA $43.61)
-
Primoris Services Corporation (PRIM $164.81)
-
Vistra Corp. (VST $163.46)
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BWX Technologies Inc. (BWXT $235.78)
-
Zoomd Technologies Ltd. (ZOMD $0.99)
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Datadog Inc. (DDOG $126.61)
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Vertiv Holdings LLC Class A (VRT $307.34)
-
Snowflake Inc. (SNOW $143.98)
-
JFrog Ltd. (FROG $44.12)
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Roblox Corporation Class A (RBLX $60.34)
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Applovin Corporation (APP $477.20)
-
Constellation Energy Corporation (CEG $296.21)
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Talen Energy Corporation (TLN $365.35)
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?