Coverage

While we have extensive coverage of these stocks, we pride ourselves on thematic research in each of the following spaces.

Alternative Energy

Canadian Solar
CSIQ US
GCL-Poly Energy
3800 HK
JA Solar
JASO US
Meyer Burger
MBTN SE
Motech
6244 TT
REC Silicon
REC NO
Samsung SDI
006400:KS

Cable, Satellite & Media

Altice
ATC NA
Comcast
CMCSA US
DIRECTV
DTV US
Dish Network
DISH US
Liberty Global
LBTYA US
LiLAC Group
LILAK US
Netflix
NFLX:US
Sky Deutschland
SKYD GR
Sky PLC
SKY LN
Telenet
TNET BB

Digital Consumer

Apple
AAPL US
Lenovo
992 HK
LG Display
034220 KS
LG Electronics
066570 KS
Sony
6758 JP
Technicolor
TCH.FR

Enterprise Software & Security

Citrix
CTXS US
FireEye
FEYE US
Fortinet
FTNT US
Informatica
INFA US
Microsoft
MSFT.US
Oracle
ORCL US
Red Hat
RHT US
SAP
SAP GR
ServiceNow
NOW:US
Teradata
TDC US
VMware
VMW US

Internet & Retail

Alibaba
BABA US
ASOS
ASC:LN
Autohome
ATHM:US
Baidu
BIDU US
Bitauto
BITA:US
Criteo
CRTO US
Ctrip.com
CTRP US
Facebook
FB:US
Google
GOOGL.US
Qihoo
QIHU US
Qunar
QUNR US
Rocket Fuel
FUEL US
Twitter
TWTR US
Vipshop
VIPS:US
Weibo Corp
WB US
Yahoo!
YHOO US
Yelp
YELP:US
Zalando
ZAL:GR

Semiconductors

AMS
AMS-SWX
ARM
ARM LN
ASML Holding
ASML NA
Broadcom
BRCM US
Imagination
IMG LN
Infineon
IFX GR
Intel
INTC US
InvenSense
INVN:US
Japan Display
6740:JP
MediaTek
2454 TT
NVIDIA
NVDA.US
Qualcomm
QCOM US
SanDisk
SNDK US
SK Hynix
000660 KS
SMIC
981:HK
STMicro
STM US
Synaptics
SYNA US
TSMC
2330.TT

Telecom Equipment

BlackBerry
BBRY US
Ericsson
ERICB SS
HTC
2498 TT
Nokia
NOK1V FH

Telecom Operators

America Movil
AMX US
AT&T
T US
BT Group
BT/A LN
Iliad
ILD FP
KPN
KPN NA
Mobistar
MOBB:BB
Orange
ORA FP
Sprint
S.US
Telefonica
TEF SM
T-Mobile US
TMUS US
Verizon
VZ US
Vodafone
VOD LN