-
Broadcom Inc. (AVGO $373.66)
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KLA Corporation (KLAC $1,753.92)
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Lam Research Corporation (LRCX $266.06)
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Micron Technology Inc. (MU $420.91)
-
NVIDIA Corporation (NVDA $189.03)
-
Emerson Electric Company (EMR $144.51)
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Eaton Corporation PLC (ETN $405.43)
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NRG Energy Inc. (NRG $164.94)
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Rockwell Automation Inc. (ROK $397.03)
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Advanced Micro Devices Inc. (AMD $245.31)
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Take-Two Interactive Software Inc. (TTWO $195.99)
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MasTec Inc. (MTZ $362.59)
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Elastic N.V. (ESTC $42.72)
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Clear Channel Outdoor Holdings Inc. (CCO $2.38)
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EMCOR Group Inc. (EME $805.65)
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Comfort Systems USA Inc. (FIX $1,603.53)
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SPX Technologies Inc. (SPXC $215.34)
-
Pegasystems Inc. (PEGA $39.38)
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Primoris Services Corporation (PRIM $162.02)
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Vistra Corp. (VST $155.26)
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BWX Technologies Inc. (BWXT $231.08)
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Zoomd Technologies Ltd. (ZOMD $0.87)
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Datadog Inc. (DDOG $104.28)
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Vertiv Holdings LLC Class A (VRT $297.36)
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Snowflake Inc. (SNOW $119.66)
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JFrog Ltd. (FROG $42.91)
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Roblox Corporation Class A (RBLX $54.58)
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Applovin Corporation (APP $386.68)
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Constellation Energy Corporation (CEG $284.47)
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Talen Energy Corporation (TLN $319.35)
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?