-
Broadcom Inc. (AVGO $310.51)
-
KLA Corporation (KLAC $1,498.67)
-
Lam Research Corporation (LRCX $228.36)
-
Micron Technology Inc. (MU $422.90)
-
NVIDIA Corporation (NVDA $172.70)
-
Emerson Electric Company (EMR $128.15)
-
Eaton Corporation PLC (ETN $356.80)
-
NRG Energy Inc. (NRG $145.80)
-
Rockwell Automation Inc. (ROK $355.11)
-
Advanced Micro Devices Inc. (AMD $201.33)
-
Take-Two Interactive Software Inc. (TTWO $200.63)
-
MasTec Inc. (MTZ $300.58)
-
Elastic N.V. (ESTC $53.31)
-
Clear Channel Outdoor Holdings Inc. (CCO $2.39)
-
EMCOR Group Inc. (EME $724.93)
-
Comfort Systems USA Inc. (FIX $1,356.75)
-
SPX Technologies Inc. (SPXC $186.77)
-
Pegasystems Inc. (PEGA $43.42)
-
Primoris Services Corporation (PRIM $138.82)
-
Vistra Corp. (VST $146.02)
-
BWX Technologies Inc. (BWXT $199.75)
-
Zoomd Technologies Ltd. (ZOMD $0.88)
-
Datadog Inc. (DDOG $125.08)
-
Vertiv Holdings LLC Class A (VRT $255.88)
-
Snowflake Inc. (SNOW $168.02)
-
JFrog Ltd. (FROG $42.27)
-
Roblox Corporation Class A (RBLX $56.96)
-
Applovin Corporation (APP $442.39)
-
Constellation Energy Corporation (CEG $281.99)
-
Talen Energy Corporation (TLN $302.97)
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?