Topics covered: Marketing Services, Heightened Bank Activity, Focus on Cloud and Data, Differentiated Technology, Consumer Financial Health, Business Services Headwinds, Bank Technology, Analytics and Applications Market Opportunities
Companies covered: Wave Systems Corp. (NASDAQ:WAVX), Citrix Systems, Inc. (NASDAQ:CTXS), Aspen Technology, Inc. (NASDAQ:AZPN), Amazon.com, Inc. (NASDAQ:AMZN), Target Corporation (NYSE:TGT), Teradata Corporation (NYSE:TDC), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Pfizer, Inc. (NYSE:PFE), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Merck & Company, Inc. (NYSE:MRK), Informatica Corporation (NASDAQ:INFA), International Business Machines Corporation (NYSE:IBM), Datawatch Corporation (NASDAQ:DWCH), Tableau Software, Inc. (NYSE:DATA), Salesforce.com Inc (NYSE:CRM), Asure Software Inc (NASDAQ:ASUR), Acxiom Corporation (NASDAQ:ACXM), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Rocket Fuel Inc. (NASDAQ:FUEL), Fiserv, Inc. (NASDAQ:FI), Fidelity National Information Services, Inc. (NYSE:FIS), Equifax, Inc. (NYSE:EFX), CoStar Group, Inc. (NASDAQ:CSGP), Bank of America Corporation (NYSE:BAC), Alliance Data Systems Corporation (NYSE:ADS), CSG Systems International, Inc. (NASDAQ:CSGS), Dot Hill Systems Corporation (NASDAQ:HILL)
