-
Broadcom Inc. (AVGO $316.92)
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KLA Corporation (KLAC $1,465.20)
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Lam Research Corporation (LRCX $226.31)
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Micron Technology Inc. (MU $439.19)
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NVIDIA Corporation (NVDA $177.82)
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Emerson Electric Company (EMR $128.53)
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Eaton Corporation PLC (ETN $355.36)
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NRG Energy Inc. (NRG $158.40)
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Rockwell Automation Inc. (ROK $355.03)
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Advanced Micro Devices Inc. (AMD $198.88)
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Take-Two Interactive Software Inc. (TTWO $202.24)
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MasTec Inc. (MTZ $302.87)
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Elastic N.V. (ESTC $54.78)
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Clear Channel Outdoor Holdings Inc. (CCO $2.38)
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EMCOR Group Inc. (EME $737.58)
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Comfort Systems USA Inc. (FIX $1,421.94)
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SPX Technologies Inc. (SPXC $199.92)
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Pegasystems Inc. (PEGA $43.06)
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Primoris Services Corporation (PRIM $138.18)
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Vistra Corp. (VST $166.27)
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BWX Technologies Inc. (BWXT $204.10)
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Zoomd Technologies Ltd. (ZOMD $0.89)
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Datadog Inc. (DDOG $127.75)
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Vertiv Holdings LLC Class A (VRT $265.12)
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Snowflake Inc. (SNOW $172.72)
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JFrog Ltd. (FROG $43.86)
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Roblox Corporation Class A (RBLX $57.71)
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Applovin Corporation (APP $432.41)
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Constellation Energy Corporation (CEG $308.97)
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Talen Energy Corporation (TLN $333.63)
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?