Coverage

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

Alternative Energy

Samsung SDI
006400:KS

Cable, Satellite & Media

Altice Europe
ATC NA
Altice USA
ATUS US
Comcast
CMCSA US
DISH Network
DISH US
ITV
ITV LN
Liberty Global
LBTYK 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
Xiaomi
1810 HK

Enterprise Software & Security

Autodesk
ADSK US
Citrix
CTXS US
FireEye
FEYE US
Fortinet
FTNT US
Microsoft
MSFT US
Oracle
ORCL US
Proofpoint
PFPT US
Qualys
QLYS US
Red Hat
RHT US
SAP
SAP GR
ServiceNow
NOW US
Splunk
SPLK US
Symantec
SYMC US
Teradata
TDC US
VMware
VMW US
Workday
WDAY US

Internet & Retail

Alibaba
BABA US
Alphabet
GOOG US
ASOS
ASC LN
Baidu
BIDU US
Criteo
CRTO US
Delivery Hero
DHER GR
eBay
EBAY US
Facebook
FB US
GrubHub
GRUB US
JD.com
JD US
Just Eat
JE/ LN
Snap Inc.
SNAP:US
Twitter
TWTR US
Yelp
YELP US
Zalando
ZAL:GR

Semiconductors

AMS
AMS SW
ASML Holding
ASML NA
Broadcom
AVGO US
Coherent
COHR US
Infineon
IFX GR
Intel
INTC US
MediaTek
2454 TT
NVIDIA
NVDA US
Qualcomm
QCOM US
SK Hynix
000660 KS
SMIC
981:HK
STMicro
STM FP
Synaptics
SYNA US
TSMC
2330 TT

Telecom Equipment

Ericsson
ERICB SS
Nokia
NOKIA FH

Telecom Operators

AT&T
T US
BT Group
BT/A LN
Drillisch
DRI GR
Iliad
ILD FP
KPN
KPN NA
Orange
ORA FP
Orange Belgium
OBEL BB
Sprint
S US
Telefonica
TEF SM
T-Mobile US
TMUS US
Verizon
VZ US
Vodafone
VOD LN