-
Broadcom Inc. (AVGO $374.04)
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KLA Corporation (KLAC $1,753.85)
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Lam Research Corporation (LRCX $265.50)
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Micron Technology Inc. (MU $422.46)
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NVIDIA Corporation (NVDA $189.49)
-
Emerson Electric Company (EMR $144.37)
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Eaton Corporation PLC (ETN $404.92)
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NRG Energy Inc. (NRG $164.66)
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Rockwell Automation Inc. (ROK $396.77)
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Advanced Micro Devices Inc. (AMD $246.05)
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Take-Two Interactive Software Inc. (TTWO $196.23)
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MasTec Inc. (MTZ $362.39)
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Elastic N.V. (ESTC $42.70)
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Clear Channel Outdoor Holdings Inc. (CCO $2.38)
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EMCOR Group Inc. (EME $806.26)
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Comfort Systems USA Inc. (FIX $1,606.27)
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SPX Technologies Inc. (SPXC $215.37)
-
Pegasystems Inc. (PEGA $39.53)
-
Primoris Services Corporation (PRIM $162.05)
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Vistra Corp. (VST $155.01)
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BWX Technologies Inc. (BWXT $231.87)
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Zoomd Technologies Ltd. (ZOMD $0.87)
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Datadog Inc. (DDOG $105.19)
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Vertiv Holdings LLC Class A (VRT $296.63)
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Snowflake Inc. (SNOW $119.88)
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JFrog Ltd. (FROG $43.17)
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Roblox Corporation Class A (RBLX $55.16)
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Applovin Corporation (APP $389.37)
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Constellation Energy Corporation (CEG $284.04)
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Talen Energy Corporation (TLN $319.38)
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?