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)

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)