-
Broadcom Inc. (AVGO $312.00)
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KLA Corporation (KLAC $1,478.87)
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Lam Research Corporation (LRCX $224.42)
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Micron Technology Inc. (MU $417.71)
-
NVIDIA Corporation (NVDA $172.29)
-
Emerson Electric Company (EMR $127.18)
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Eaton Corporation PLC (ETN $356.08)
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NRG Energy Inc. (NRG $145.11)
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Rockwell Automation Inc. (ROK $351.56)
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Advanced Micro Devices Inc. (AMD $199.86)
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Take-Two Interactive Software Inc. (TTWO $200.28)
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MasTec Inc. (MTZ $299.76)
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Elastic N.V. (ESTC $52.94)
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Clear Channel Outdoor Holdings Inc. (CCO $2.38)
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EMCOR Group Inc. (EME $720.00)
-
Comfort Systems USA Inc. (FIX $1,357.51)
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SPX Technologies Inc. (SPXC $184.51)
-
Pegasystems Inc. (PEGA $43.28)
-
Primoris Services Corporation (PRIM $138.29)
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Vistra Corp. (VST $145.47)
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BWX Technologies Inc. (BWXT $198.93)
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Zoomd Technologies Ltd. (ZOMD $0.87)
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Datadog Inc. (DDOG $125.31)
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Vertiv Holdings LLC Class A (VRT $258.91)
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Snowflake Inc. (SNOW $167.69)
-
JFrog Ltd. (FROG $41.60)
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Roblox Corporation Class A (RBLX $56.55)
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Applovin Corporation (APP $437.97)
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Constellation Energy Corporation (CEG $279.54)
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Talen Energy Corporation (TLN $302.06)
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?