-
Broadcom Inc. (AVGO $333.99)
-
KLA Corporation (KLAC $1,469.90)
-
Lam Research Corporation (LRCX $237.39)
-
Micron Technology Inc. (MU $417.35)
-
NVIDIA Corporation (NVDA $187.90)
-
Emerson Electric Company (EMR $151.30)
-
Eaton Corporation PLC (ETN $377.32)
-
NRG Energy Inc. (NRG $175.01)
-
Rockwell Automation Inc. (ROK $395.38)
-
Advanced Micro Devices Inc. (AMD $203.37)
-
Take-Two Interactive Software Inc. (TTWO $201.37)
-
MasTec Inc. (MTZ $275.61)
-
Elastic N.V. (ESTC $62.06)
-
Clear Channel Outdoor Holdings Inc. (CCO $2.41)
-
EMCOR Group Inc. (EME $803.55)
-
Comfort Systems USA Inc. (FIX $1,373.52)
-
SPX Technologies Inc. (SPXC $241.01)
-
Pegasystems Inc. (PEGA $44.76)
-
Primoris Services Corporation (PRIM $165.76)
-
Vistra Corp. (VST $172.50)
-
BWX Technologies Inc. (BWXT $209.07)
-
Zoomd Technologies Ltd. (ZOMD $0.99)
-
Datadog Inc. (DDOG $120.60)
-
Vertiv Holdings LLC Class A (VRT $243.06)
-
Snowflake Inc. (SNOW $179.20)
-
JFrog Ltd. (FROG $50.29)
-
Roblox Corporation Class A (RBLX $64.44)
-
Applovin Corporation (APP $412.00)
-
Constellation Energy Corporation (CEG $291.66)
-
Talen Energy Corporation (TLN $380.06)
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?