Semiconductors

July 06, 2022

Buy ($175)

Companies covered: Marvell Technology Group Ltd. (NASDAQ:MRVL), Analog Devices, Inc. (NASDAQ:ADI), Silicon Laboratories, Inc. (NASDAQ:SLAB), MaxLinear, Inc (NYSE:MXL), Credo Technology Group Holding Ltd. (NASDAQ:CRDO), inTest Corporation (NYSEAMERICAN:INTT), Navitas Semiconductor Corp. (NASDAQ:NVTS), Peraso Inc. (NASDAQ:PRSO), POET Technologies Inc. (NASDAQ:POET)

IT Services and Software

April 22, 2021

Buy ($175)

Companies covered: Salesforce.com Inc (NYSE:CRM), Workday, Inc. (NYSE:WDAY), Tyler Technologies, Inc. (NYSE:TYL), Bill.com Holdings (NYSE:BILL), Five9, Inc. (NASDAQ:FIVN), Anaplan (NYSE:PLAN), Smartsheet (NYSE:SMAR), Microsoft Corporation (NASDAQ:MSFT), Zoom Video Communications (NASDAQ:ZM), Shopify (NYSE:SHOP), ON24 Inc. (NYSE:ONTF), Absolute Software Corp. (NASDAQ:ABST), BigCommerce Holdings, Inc. (NASDAQ:BIGC), Blue Prism Group PLC (OTCMKTS:BPRMF), Medallia Inc. (NYSE:MDLA), Axon Enterprise, Inc. (NASDAQ:AXON), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), Fiserv, Inc. (NASDAQ:FISV), Global Payments Inc. (NYSE:GPN), Infosys Limited (NYSE:INFY), eBay Inc. (NASDAQ:EBAY), Hitachi, Ltd. (ADR) (OTCMKTS:HTHIY), Accenture plc. (NYSE:ACN), Tata Consultancy Services Limited (NSE:TCS), Fidelity National Information Services, Inc. (NYSE:FIS), Endava PLC – ADR (NYSE:DAVA), EPAM Systems, Inc. (NYSE:EPAM), Globant S.A. (NYSE:GLOB), Genpact Limited (NYSE:G), WNS (Holdings) Limited (NYSE:WNS), ExlService Holdings, Inc. (NASDAQ:EXLS), Perficient, Inc. (NASDAQ:PRFT), Grid Dynamics Holdings Inc. (NASDAQ:GDYN), TTEC Holdings Inc. (NASDAQ:TTEC), TELUS International Cda Inc. (NYSE:TIXT), Datadog (NASDAQ:DDOG), Splunk Inc. (NASDAQ:SPLK), Zscaler (NASDAQ:ZS), CrowdStrike Holdings (NASDAQ:CRWD), Okta (NASDAQ:OKTA), Varonis Systems, Inc. (NASDAQ:VRNS), SailPoint Technologies Holdings (NYSE:SAIL), Fortinet, Inc. (NASDAQ:FTNT), Palo Alto Networks, Inc. (NYSE:PANW), Proofpoint, Inc. (NASDAQ:PFPT), CyberArk Software Ltd. (NASDAQ:CYBR), Tenable Holdings Inc. (NASDAQ:TENB), Snowflake Inc. (NYSE:SNOW), Elastic NV (NYSE:ESTC), Dynatrace Inc. (NYSE:DT), Telos Corp. (NASDAQ:TLS), OneSpan Inc. (NASDAQ:OSPN), Exponent, Inc. (NASDAQ:EXPO), StrikeForce Technologies, Inc. (OTCMKTS:SFOR)

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)