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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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Semiconductors

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

Internet & Retail

Alibaba Alphabet Amazon.com AppLovin Baidu Coupang, Inc 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

Enterprise Software & Security

Atlassian Autodesk Check Point Software Confluent Inc CrowdStrike Holdings CyberArk Software Ltd. Datadog Fortinet Microsoft MongoDB Okta, Inc. Oracle Palo Alto Networks Procore Technologies SailPoint Technologies Inc. Salesforce.com SAP SentinelOne ServiceNow Snowflake Teradata Workday Zscaler

Digital Consumer

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

Telecom Operators

AT&T AutoStore Holdings Ltd. BT Group Cipher Mining Inc Deutsche Telekom Frontier Communications IREN Ltd.