-
Broadcom Inc. (AVGO $321.09)
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KLA Corporation (KLAC $1,512.95)
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Lam Research Corporation (LRCX $234.14)
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Micron Technology Inc. (MU $451.26)
-
NVIDIA Corporation (NVDA $179.38)
-
Emerson Electric Company (EMR $130.15)
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Eaton Corporation PLC (ETN $360.51)
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NRG Energy Inc. (NRG $162.45)
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Rockwell Automation Inc. (ROK $356.79)
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Advanced Micro Devices Inc. (AMD $205.00)
-
Take-Two Interactive Software Inc. (TTWO $202.14)
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MasTec Inc. (MTZ $312.02)
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Elastic N.V. (ESTC $55.52)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $754.62)
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Comfort Systems USA Inc. (FIX $1,450.38)
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SPX Technologies Inc. (SPXC $204.32)
-
Pegasystems Inc. (PEGA $43.40)
-
Primoris Services Corporation (PRIM $143.10)
-
Vistra Corp. (VST $169.00)
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BWX Technologies Inc. (BWXT $212.11)
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Zoomd Technologies Ltd. (ZOMD $0.90)
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Datadog Inc. (DDOG $129.96)
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Vertiv Holdings LLC Class A (VRT $270.20)
-
Snowflake Inc. (SNOW $176.10)
-
JFrog Ltd. (FROG $43.94)
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Roblox Corporation Class A (RBLX $57.80)
-
Applovin Corporation (APP $439.74)
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Constellation Energy Corporation (CEG $317.12)
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Talen Energy Corporation (TLN $341.56)
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?