Semiconductors

July 10, 2020

Buy ($175)

Companies covered: Inphi Corporation (NYSE:IPHI), Silicon Laboratories, Inc. (NASDAQ:SLAB), Power Integrations, Inc. (NASDAQ:POWI), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Advanced Micro Devices, Inc. (NASDAQ:AMD), Lattice Semiconductor Corporation (NASDAQ:LSCC), Intel Corporation (NASDAQ:INTC), Broadcom Ltd (NASDAQ:AVGO), NVIDIA Corporation (NASDAQ:NVDA), Xilinx, Inc. (NASDAQ:XLNX), Marvell Technology Group Ltd. (NASDAQ:MRVL), Microchip Technology Incorporated (NASDAQ:MCHP), Micron Technology, Inc. (NASDAQ:MU), Samsung Electronics Co Ltd (KRX:005930), Sony Corp Ord (NYSE:SNE), Microsoft Corporation (NASDAQ:MSFT), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Dell Technologies (NYSE:DELL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), LightPath Technologies, Inc. (NASDAQ:LPTH), Everspin Technologies Inc (NASDAQ:MRAM), II-VI Incorporated (NASDAQ:IIVI)

IT Services and Software

April 24, 2020

Buy ($175)

Companies covered: Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), Square Inc (NYSE:SQ), Alliance Data Systems Corporation (NYSE:ADS), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FISV), Global Payments Inc. (NYSE:GPN), Euronet Worldwide, Inc. (NASDAQ:EEFT), Cardtronics, Inc. (NASDAQ:CATM), WEX Inc. (NYSE:WEX), Green Dot Corporation (NYSE:GDOT), GreenSky LLC (NASDAQ:GSKY), EVO Payments (NASDAQ:EVOP), Lightspeed POS (OTCMKTS:LGHEF), Adyen NV (ADR) (OTCMKTS:ADYEY), Microsoft Corporation (NASDAQ:MSFT), Manhattan Associates, Inc. (NASDAQ:MANH), ServiceNow, Inc. (NYSE:NOW), Slack Technologies (NYSE:WORK), Tyler Technologies, Inc. (NYSE:TYL), Salesforce.com Inc (NYSE:CRM), Zoom Video Communications (NASDAQ:ZM), DocuSign (NASDAQ:DOCU), Citrix Systems, Inc. (NASDAQ:CTXS), Smartsheet (NYSE:SMAR), Five9, Inc. (NASDAQ:FIVN), Everbridge (NASDAQ:EVBG), Walmart Inc. (NYSE:WMT), Paylocity Holding Corporation (NASDAQ:PCTY), Paycom Software, Inc. (NYSE:PAYC), Coupa Software (NASDAQ:COUP), Bill.com Holdings (NYSE:BILL), Okta (NASDAQ:OKTA), Proofpoint, Inc. (NASDAQ:PFPT), Mimecast Ltd. (NASDAQ:MIME), Fortinet, Inc. (NASDAQ:FTNT), Zscaler (NASDAQ:ZS), CrowdStrike Holdings (NASDAQ:CRWD), SailPoint Technologies Holdings (NYSE:SAIL), Limelight Networks, Inc. (NASDAQ:LLNW)

Semiconductors

June 14, 2019

Buy ($175)

Companies covered: QUALCOMM Incorporated (NASDAQ:QCOM), NXP Semiconductors N.V. (NASDAQ:NXPI), Broadcom Ltd (NASDAQ:AVGO), NVIDIA Corporation (NASDAQ:NVDA), Mellanox Technologies, Ltd. (NASDAQ:MLNX), ON Semiconductor Corporation (NASDAQ:ON), Quantenna Communications (NASDAQ:QTNA), Texas Instruments Incorporated (NASDAQ:TXN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Analog Devices, Inc. (NASDAQ:ADI), Silicon Laboratories, Inc. (NASDAQ:SLAB), MaxLinear, Inc (NYSE:MXL), Comcast Corporation (NASDAQ:CMCSA), AT&T Inc. (NYSE:T), Telefonica SA (NYSE:TEF), Orange (NYSE:ORAN), Marvell Technology Group Ltd. (NASDAQ:MRVL), Ambarella, Inc. (NASDAQ:AMBA), Intel Corporation (NASDAQ:INTC), Verizon Communications Inc. (NYSE:VZ), Cypress Semiconductor Corporation (NASDAQ:CY), Alphabet Inc (NASDAQ:GOOG), Fitbit Inc (NYSE:FIT), Garmin Ltd. (NASDAQ:GRMN), DSP Group, Inc. (NASDAQ:DSPG), Pixelworks, Inc. (NASDAQ:PXLW), Alibaba Group Holding Limited (NYSE:BABA), Synaptics Incorporated (NASDAQ:SYNA), Aquantia Corp. (NYSE:AQ), Cree, Inc. (NASDAQ:CREE), Microchip Technology Incorporated (NASDAQ:MCHP), Micron Technology, Inc. (NASDAQ:MU), Skyworks Solutions, Inc. (NASDAQ:SWKS), Semtech Corporation (NASDAQ:SMTC), Tesla Motors, Inc. (NASDAQ:TSLA), Toyota Motor Corp Ltd Ord (NYSE:TM), Advanced Micro Devices, Inc. (NASDAQ:AMD), Lattice Semiconductor Corporation (NASDAQ:LSCC), Inphi Corporation (NYSE:IPHI), Samsung Electronics Co Ltd (KRX:005930), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Nokia Corporation (NYSE:NOK), Xilinx, Inc. (NASDAQ:XLNX), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Microsoft Corporation (NASDAQ:MSFT), Sony Corp Ord (NYSE:SNE), Cray Inc (NASDAQ:CRAY), Uber Technologies (NYSE:UBER), Lyft (NASDAQ:LYFT), ASML Holding N.V. (NASDAQ:ASML), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Synopsys, Inc. (NASDAQ:SNPS), Cadence Design Systems, Inc. (NASDAQ:CDNS), Qorvo, Inc. (NASDAQ:QRVO), Lumentum Holdings Inc (NASDAQ:LITE), Cisco Systems, Inc. (NASDAQ:CSCO), Arista Networks, Inc. (NYSE:ANET), Facebook, Inc. (NASDAQ:FB), Cirrus Logic, Inc. (NASDAQ:CRUS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Akoustis Technologies (NASDAQ:AKTS), Envision Solar International, Inc. (NASDAQ:EVSI), Lam Research Corporation (NASDAQ:LRCX)

IT Services and Software

April 26, 2019

Buy ($175)

Companies covered: Apple Inc. (NASDAQ:AAPL), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Samsung Electronics Co Ltd (KRX:005930), Goldman Sachs Group, Inc. (The) (NYSE:GS), Morgan Stanley (NYSE:MS), CVS Health Corporation (NYSE:CVS), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), McDonald's Corporation (NYSE:MCD), Axon Enterprise, Inc. (NASDAQ:AAXN), HealthStream, Inc. (NASDAQ:HSTM), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), Workday, Inc. (NYSE:WDAY), PROS Holdings, Inc. (NYSE:PRO), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Five9, Inc. (NASDAQ:FIVN), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Zuora (NYSE:ZUO), Pluralsight (NASDAQ:PS), Anaplan (NYSE:PLAN), Ceridian HCM Holding (NYSE:CDAY), Zoom Video Communications (NASDAQ:ZM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), First American Corporation (The) (NYSE:FAF), Fidelity National Financial, Inc. (NYSE:FNF), Walmart Inc. (NYSE:WMT), Alteryx (NYSE:AYX), Twilio Inc (NYSE:TWLO), Amazon.com, Inc. (NASDAQ:AMZN), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Salesforce.com Inc (NYSE:CRM), Infosys Limited (NYSE:INFY), Wipro Limited (NYSE:WIT), Accenture plc. (NYSE:ACN), Ford Motor Company (NYSE:F), Hyatt Hotels Corporation (NYSE:H), General Electric Company (NYSE:GE), Tableau Software, Inc. (NYSE:DATA), Splunk Inc. (NASDAQ:SPLK), Domino's Pizza Inc (NYSE:DPZ), Veeva Systems Inc. (NYSE:VEEV), Atlassian Corporation PLC (NASDAQ:TEAM), Cisco Systems, Inc. (NASDAQ:CSCO), Red Hat, Inc. (NYSE:RHT), Smartsheet (NYSE:SMAR), Altair Engineering (NASDAQ:ALTR), BlackLine (NASDAQ:BL), Domo (NASDAQ:DOMO), Pivotal Software (NYSE:PVTL), Lyft (NASDAQ:LYFT), Appian Corp. (NASDAQ:APPN), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FISV), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Bottomline Technologies, Inc. (NASDAQ:EPAY), Q2 Holdings, Inc. (NYSE:QTWO), First Data Corp (NYSE:FDC), Global Payments Inc. (NYSE:GPN), Total System Services, Inc. (NYSE:TSS), ACI Worldwide, Inc. (NASDAQ:ACIW), Square Inc (NYSE:SQ), Equifax, Inc. (NYSE:EFX), Experian plc (ADR) (OTCMKTS:EXPGY), Fair Isaac Corporation (NYSE:FICO), CoStar Group, Inc. (NASDAQ:CSGP), Worldpay (NYSE:WP), LiveRamp Holdings (NYSE:RAMP), ASGN Incorporated (NYSE:ASGN), CSG Systems International, Inc. (NASDAQ:CSGS), GTT Communications, Inc. (NYSE:GTT), Perficient, Inc. (NASDAQ:PRFT), StrikeForce Technologies, Inc. (OTCMKTS:SFOR)