Coverage

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

Alternative Energy

JA Solar
JASO US
Meyer Burger
MBTN SE
REC Silicon
REC NO
Samsung SDI
006400:KS

Cable, Satellite & Media

Altice
ATC NA
Comcast
CMCSA US
Dish Network
DISH US
Liberty Global
LBTYA US
LiLAC Group
LILAK US
Netflix
NFLX US
Sky PLC
SKY LN
Telenet
TNET BB
Vivendi
VIV FP

Digital Consumer

Apple
AAPL US
Japan Display
6740:JP
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
Intuit
INTU US
Microsoft
MSFT.US
Oracle
ORCL US
Proofpoint
PFPT US
Qualys
QLYS US
Red Hat
RHT US
SAP
SAP GR
ServiceNow
NOW:US
Teradata
TDC US
VMware
VMW US

Internet & Retail

58.com
WUBA US
Alibaba
BABA US
Alphabet
GOOG US
ASOS
ASC:LN
Autohome
ATHM:US
Baidu
BIDU US
Bitauto
BITA:US
Criteo
CRTO US
Ctrip.com
CTRP US
eBay
EBAY US
Facebook
FB US
JD.com
JD US
LinkedIn
LNKD US
Qunar
QUNR 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
MediaTek
2454 TT
NVIDIA
NVDA.US
Qualcomm
QCOM US
SK Hynix
000660 KS
SMIC
981:HK
STMicro
STM US
Synaptics
SYNA US
TSMC
2330.TT

Telecom Equipment

Ericsson
ERICB SS
HTC
2498 TT
Nokia
NOKIA FH

Telecom Operators

America Movil
AMX US
AT&T
T US
BT Group
BT/A LN
Drillisch
DRI GR
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