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Our Coverage

While we have extensive coverage of these stocks, we pride ourselves on thematic research in a variety of spaces

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Internet & Retail

Alibaba Alphabet Amazon.com AppLovin Baidu Criteo eBay Etsy Global-e Online Ltd. JD.com LiveRamp Holdings Lyft Meituan Meta Platforms PDD Holdings Roblox Sea Limited Shopify Snap Inc. Tencent Holdings The Trade Desk Uber Technologies Zalando

Semiconductors

Advanced Micro Devices Ambarella Analog Devices Applied Materials Arm Holdings ASM International ASML Holding BE Semiconductor Broadcom Credo Technology Group GlobalFoundries Infineon Intel Marvell Technology Group MediaTek Micron Technology Mobileye NVIDIA NXP Semiconductors Qorvo Qualcomm Rambus SK Hynix Skyworks Solutions Soitec STMicro TSMC United Microelectronics Corp Universal Display Western Digital

Enterprise Software & Security

Atlassian Autodesk Check Point Software Confluent Inc CrowdStrike Holdings Datadog Fortinet Microsoft MongoDB Oracle Palo Alto Networks Salesforce.com SAP SentinelOne ServiceNow Snowflake Teradata Workday Zscaler

Digital Consumer

Adyen NV Apple Block, Inc. Electronic Arts Lenovo LG Display NetEase Nintendo PayPal Holdings, Inc. Pinterest Roku Samsung Electronics Sony Spotify Technology Take-Two Interactive Unity Software Xiaomi

Cable, Satellite & Media

Altice USA