-
Broadcom Inc. (AVGO $333.51)
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KLA Corporation (KLAC $1,480.30)
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Lam Research Corporation (LRCX $240.09)
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Micron Technology Inc. (MU $420.95)
-
NVIDIA Corporation (NVDA $187.98)
-
Emerson Electric Company (EMR $151.14)
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Eaton Corporation PLC (ETN $380.38)
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NRG Energy Inc. (NRG $171.06)
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Rockwell Automation Inc. (ROK $396.46)
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Advanced Micro Devices Inc. (AMD $200.12)
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Take-Two Interactive Software Inc. (TTWO $199.13)
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MasTec Inc. (MTZ $264.18)
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Elastic N.V. (ESTC $61.03)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $783.06)
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Comfort Systems USA Inc. (FIX $1,319.47)
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SPX Technologies Inc. (SPXC $241.58)
-
Pegasystems Inc. (PEGA $44.68)
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Primoris Services Corporation (PRIM $160.41)
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Vistra Corp. (VST $170.57)
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BWX Technologies Inc. (BWXT $202.25)
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Zoomd Technologies Ltd. (ZOMD $0.91)
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Datadog Inc. (DDOG $121.78)
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Vertiv Holdings LLC Class A (VRT $243.21)
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Snowflake Inc. (SNOW $176.08)
-
JFrog Ltd. (FROG $47.61)
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Roblox Corporation Class A (RBLX $63.06)
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Applovin Corporation (APP $404.39)
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Constellation Energy Corporation (CEG $294.05)
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Talen Energy Corporation (TLN $380.29)
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?