-
Broadcom Inc. (AVGO $329.82)
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KLA Corporation (KLAC $1,482.42)
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Lam Research Corporation (LRCX $235.57)
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Micron Technology Inc. (MU $400.69)
-
NVIDIA Corporation (NVDA $188.09)
-
Emerson Electric Company (EMR $151.06)
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Eaton Corporation PLC (ETN $392.54)
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NRG Energy Inc. (NRG $173.31)
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Rockwell Automation Inc. (ROK $393.36)
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Advanced Micro Devices Inc. (AMD $195.68)
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Take-Two Interactive Software Inc. (TTWO $194.67)
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MasTec Inc. (MTZ $270.13)
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Elastic N.V. (ESTC $60.20)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $794.47)
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Comfort Systems USA Inc. (FIX $1,335.62)
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SPX Technologies Inc. (SPXC $244.21)
-
Pegasystems Inc. (PEGA $44.65)
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Primoris Services Corporation (PRIM $163.69)
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Vistra Corp. (VST $171.57)
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BWX Technologies Inc. (BWXT $202.66)
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Zoomd Technologies Ltd. (ZOMD $0.93)
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Datadog Inc. (DDOG $116.79)
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Vertiv Holdings LLC Class A (VRT $249.85)
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Snowflake Inc. (SNOW $172.17)
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JFrog Ltd. (FROG $47.29)
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Roblox Corporation Class A (RBLX $63.24)
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Applovin Corporation (APP $379.14)
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Constellation Energy Corporation (CEG $302.16)
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Talen Energy Corporation (TLN $384.96)
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?