-
Broadcom Inc. (AVGO $354.91)
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KLA Corporation (KLAC $1,727.26)
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Lam Research Corporation (LRCX $258.76)
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Micron Technology Inc. (MU $421.51)
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NVIDIA Corporation (NVDA $183.91)
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Emerson Electric Company (EMR $144.67)
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Eaton Corporation PLC (ETN $400.44)
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NRG Energy Inc. (NRG $161.78)
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Rockwell Automation Inc. (ROK $394.90)
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Advanced Micro Devices Inc. (AMD $236.64)
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Take-Two Interactive Software Inc. (TTWO $198.05)
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MasTec Inc. (MTZ $357.37)
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Elastic N.V. (ESTC $45.00)
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Clear Channel Outdoor Holdings Inc. (CCO $2.37)
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EMCOR Group Inc. (EME $800.40)
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Comfort Systems USA Inc. (FIX $1,574.45)
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SPX Technologies Inc. (SPXC $215.54)
-
Pegasystems Inc. (PEGA $39.87)
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Primoris Services Corporation (PRIM $163.71)
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Vistra Corp. (VST $152.75)
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BWX Technologies Inc. (BWXT $230.29)
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Zoomd Technologies Ltd. (ZOMD $0.88)
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Datadog Inc. (DDOG $108.98)
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Vertiv Holdings LLC Class A (VRT $287.64)
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Snowflake Inc. (SNOW $132.24)
-
JFrog Ltd. (FROG $44.46)
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Roblox Corporation Class A (RBLX $55.17)
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Applovin Corporation (APP $379.14)
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Constellation Energy Corporation (CEG $280.25)
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Talen Energy Corporation (TLN $312.76)
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?