-
Broadcom Inc. (AVGO $312.80)
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KLA Corporation (KLAC $1,463.28)
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Lam Research Corporation (LRCX $225.51)
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Micron Technology Inc. (MU $448.98)
-
NVIDIA Corporation (NVDA $177.65)
-
Emerson Electric Company (EMR $127.82)
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Eaton Corporation PLC (ETN $352.23)
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NRG Energy Inc. (NRG $158.91)
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Rockwell Automation Inc. (ROK $355.31)
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Advanced Micro Devices Inc. (AMD $197.50)
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Take-Two Interactive Software Inc. (TTWO $202.01)
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MasTec Inc. (MTZ $300.56)
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Elastic N.V. (ESTC $54.74)
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Clear Channel Outdoor Holdings Inc. (CCO $2.38)
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EMCOR Group Inc. (EME $735.46)
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Comfort Systems USA Inc. (FIX $1,419.33)
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SPX Technologies Inc. (SPXC $200.33)
-
Pegasystems Inc. (PEGA $43.00)
-
Primoris Services Corporation (PRIM $137.85)
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Vistra Corp. (VST $167.15)
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BWX Technologies Inc. (BWXT $204.03)
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Zoomd Technologies Ltd. (ZOMD $0.93)
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Datadog Inc. (DDOG $127.66)
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Vertiv Holdings LLC Class A (VRT $265.70)
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Snowflake Inc. (SNOW $172.35)
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JFrog Ltd. (FROG $43.90)
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Roblox Corporation Class A (RBLX $57.97)
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Applovin Corporation (APP $419.53)
-
Constellation Energy Corporation (CEG $312.67)
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Talen Energy Corporation (TLN $334.53)
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?