Internet Services

September 23, 2016

Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Internap Corporation (NASDAQ:INAP), CyrusOne Inc (NASDAQ:CONE), Microsoft Corporation (NASDAQ:MSFT), Dupont Fabros Technology, Inc. (NYSE:DFT), Facebook, Inc. (NASDAQ:FB), Yahoo! Inc. (NASDAQ:YHOO), QTS Realty Trust, Inc. (NYSE:QTS), American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International Corporation (NYSE:CCI), eBay Inc. (NASDAQ:EBAY), Alibaba Group Holding Limited (NYSE:BABA), Wal-Mart Stores, Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Procter & Gamble Company (The) (NYSE:PG), The Priceline Group Inc. (NASDAQ:PCLN), Twitter, Inc. (NYSE:TWTR), Paypal Holdings Inc (NASDAQ:PYPL), Square Inc (NYSE:SQ), 1-800 FLOWERS.COM, Inc. (NASDAQ:FLWS), Perion Network Ltd (NASDAQ:PERI), Intralinks Holdings, Inc. (NYSE:IL), Tyler Technologies, Inc. (NYSE:TYL), InvenSense, Inc. (NYSE:INVN), Gigamon Inc. (NYSE:GIMO)

Buy ($175)

Data Hosting Centers and Data Storage

September 09, 2016

Companies covered: Digital Realty Trust, Inc. (NYSE:DLR), Arista Networks, Inc. (NYSE:ANET), Proofpoint, Inc. (NASDAQ:PFPT), Dataram Corporation (NASDAQ:DRAM), FireEye, Inc. (NASDAQ:FEYE), Palo Alto Networks, Inc. (NYSE:PANW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Fortinet, Inc. (NASDAQ:FTNT), Symantec Corporation (NASDAQ:SYMC), Cisco Systems, Inc. (NASDAQ:CSCO), Vmware, Inc. (NYSE:VMW), Stratasys, Ltd. (NASDAQ:SSYS), 3D Systems Corporation (NYSE:DDD), Nokia Corporation (NYSE:NOK), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), BT Group plc (NYSE:BT), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), F5 Networks, Inc. (NASDAQ:FFIV), Intel Corporation (NASDAQ:INTC), Juniper Networks, Inc. (NYSE:JNPR), CenturyLink, Inc. (NYSE:CTL), Comcast Corporation (NASDAQ:CMCSA), Oclaro, Inc. (NASDAQ:OCLR), Lumentum Holdings Inc (NASDAQ:LITE), Ciena Corporation (NYSE:CIEN), CyberArk Software Ltd. (NASDAQ:CYBR), Qualys, Inc. (NASDAQ:QLYS), Imperva, Inc. (NYSE:IMPV), Pure Storage (NYSE:PSTG), CoreSite Realty Corporation (NYSE:COR), Equinix, Inc. (NASDAQ:EQIX), Dupont Fabros Technology, Inc. (NYSE:DFT), Rackspace Hosting, Inc (NYSE:RAX), Apple Inc. (NASDAQ:AAPL), Gigamon Inc. (NYSE:GIMO), General Electric Company (NYSE:GE), Citigroup Inc. (NYSE:C), NeoPhotonics Corporation (NYSE:NPTN), Fabrinet (NYSE:FN), Acacia Communications, Inc. (NASDAQ:ACIA), ZTE Corporation (SHE:000063), Fiberhome Telecommunication Tech.Co.Ltd (SHA:600498), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Unicom (Hong Kong) Ltd (NYSE:CHU), China Telecom Corp Ltd (NYSE:CHA), Infoblox Inc. (NYSE:BLOX), Viavi Solutions Inc (NASDAQ:VIAV), Citrix Systems, Inc. (NASDAQ:CTXS), Inphi Corporation (NYSE:IPHI), Alcatel Lucent (NYSE:ALU), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), International Business Machines Corporation (NYSE:IBM)

Buy ($175)

Wireless Communications & Telecom

July 15, 2016

Companies covered: Lumos Networks Corp. (NASDAQ:LMOS), Iridium Communications Inc (NASDAQ:IRDM), DSP Group, Inc. (NASDAQ:DSPG), CEVA, Inc. (NASDAQ:CEVA), Silver Spring Networks, Inc. (NYSE:SSNI), Rambus, Inc. (NASDAQ:RMBS), QUALCOMM Incorporated (NASDAQ:QCOM), Cisco Systems, Inc. (NASDAQ:CSCO), NETGEAR, Inc. (NASDAQ:NTGR), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Aerohive Networks, Inc. (NYSE:HIVE), Extreme Networks, Inc. (NASDAQ:EXTR), Ooma Inc (NYSE:OOMA), Samsung Electronics Co Ltd (KRX:005930), Sprint Corporation (NYSE:S), T-Mobile US, Inc. (NASDAQ:TMUS), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Yahoo! Inc. (NASDAQ:YHOO), Vodafone Group Plc (NASDAQ:VOD), SoftBank Group Corp (OTCMKTS:SFTBF), DISH Network Corporation (NASDAQ:DISH), RigNet, Inc. (NASDAQ:RNET)

Buy ($175)

Semiconductors

June 03, 2016

Companies covered: Intel Corporation (NASDAQ:INTC), Silicon Laboratories, Inc. (NASDAQ:SLAB), Semtech Corporation (NASDAQ:SMTC), NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Apple Inc. (NASDAQ:AAPL), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Broadcom Ltd (NASDAQ:AVGO), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), Samsung Electronics Co Ltd (KRX:005930), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cisco Systems, Inc. (NASDAQ:CSCO), Nokia Corporation (NYSE:NOK), MaxLinear, Inc (NYSE:MXL), Inphi Corporation (NYSE:IPHI), NXP Semiconductors N.V. (NASDAQ:NXPI), QUALCOMM Incorporated (NASDAQ:QCOM), Intersil Corporation (NASDAQ:ISIL), Cirrus Logic, Inc. (NASDAQ:CRUS), Maxim Integrated Products, Inc. (NASDAQ:MXIM), InvenSense, Inc. (NYSE:INVN), Microsoft Corporation (NASDAQ:MSFT), Linear Technology Corporation (NASDAQ:LLTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cavium, Inc. (NASDAQ:CAVM), Xilinx, Inc. (NASDAQ:XLNX), ARM Holdings plc (NASDAQ:ARMH), Applied Micro Circuits Corporation (NASDAQ:AMCC), SCI Engineered Materials, Inc. (OTCMKTS:SCIA), Micromem Technologies Inc. (OTCMKTS:MMTIF), M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Microchip Technology Incorporated (NASDAQ:MCHP), Integrated Device Technology, Inc. (NASDAQ:IDTI), Microsemi Corporation (NASDAQ:MSCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Ambarella, Inc. (NASDAQ:AMBA), SK Hynix (KRX:000660), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Power Integrations, Inc. (NASDAQ:POWI), ON Semiconductor Corporation (NASDAQ:ON), Vishay Intertechnology, Inc. (NYSE:VSH), Fairchild Semiconductor International, Inc. (NASDAQ:FCS)

Buy ($175)

Application Software

June 03, 2016

Companies covered: Red Hat, Inc. (NYSE:RHT), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Teradata Corporation (NYSE:TDC), Tableau Software, Inc. (NYSE:DATA), Qlik Technologies Inc. (NASDAQ:QLIK), Splunk Inc. (NASDAQ:SPLK), Palo Alto Networks, Inc. (NYSE:PANW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Proofpoint, Inc. (NASDAQ:PFPT), ServiceNow, Inc. (NYSE:NOW), Amazon.com, Inc. (NASDAQ:AMZN), Workday, Inc. (NYSE:WDAY), Oracle Corporation (NYSE:ORCL), HP Inc (NYSE:HPQ), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Salesforce.com Inc (NYSE:CRM), Attunity Ltd. (NASDAQ:ATTU), MicroStrategy Incorporated (NASDAQ:MSTR), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Netsuite Inc (NYSE:N), Blackbaud, Inc. (NASDAQ:BLKB), Hortonworks, Inc. (NASDAQ:HDP), Vmware, Inc. (NYSE:VMW), Tyler Technologies, Inc. (NYSE:TYL), SAP SE (NYSE:SAP), 2U, Inc. (NASDAQ:TWOU), SmartMetric, Inc. (OTCMKTS:SMME), Mentor Graphics Corporation (NASDAQ:MENT), BIO-key International Inc., CSG Systems International, Inc. (NASDAQ:CSGS)

Buy ($175)

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