Coverage

While we have extensive coverage of these stocks, we pride ourselves on thematic research in each of the following spaces.

Alternative Energy

Samsung SDI
006400:KS

Cable, Satellite & Media

Altice Europe
ATC NA
Altice USA
ATUS US
Comcast
CMCSA US
DISH Network
DISH US
Liberty Global
LBTYK US
Netflix
NFLX US
Telenet
TNET BB

Digital Consumer

Apple
AAPL US
Japan Display
6740 JP
Lenovo
992 HK
LG Display
034220 KS
LG Electronics
066570 KS
Sony
6758 JP
Xiaomi
1810 HK

Enterprise Software & Security

Atlassian
TEAM US
Autodesk
ADSK US
Citrix
CTXS US
FireEye
FEYE US
Fortinet
FTNT US
Microsoft
MSFT US
Oracle
ORCL US
Proofpoint
PFPT US
Qualys
QLYS US
SAP
SAP GR
ServiceNow
NOW US
Splunk
SPLK US
Symantec
SYMC US
Teradata
TDC US
VMware
VMW US
Workday
WDAY US
Zscaler
ZS US
Zuora
ZUO US

Internet & Retail

Alibaba
BABA US
Alphabet
GOOG US
ASOS
ASC LN
Baidu
BIDU US
Criteo
CRTO US
Delivery Hero
DHER GR
eBay
EBAY US
Facebook
FB US
GrubHub
GRUB US
JD.com
JD US
Just Eat
JE/ LN
Lyft
LYFT US
Snap Inc.
SNAP US
Twitter
TWTR US
Yelp
YELP US
Zalando
ZAL:GR

Semiconductors

AMS
AMS SW
ASML Holding
ASML NA
Broadcom
AVGO US
Coherent
COHR US
Infineon
IFX GR
Intel
INTC US
MediaTek
2454 TT
NVIDIA
NVDA US
Qorvo
QRVO US
Qualcomm
QCOM US
SK Hynix
000660 KS
SMIC
981:HK
STMicro
STM FP
Synaptics
SYNA US
TSMC
2330 TT

Telecom Equipment

Ericsson
ERICB SS
Nokia
NOKIA FH

Telecom Operators

1&1 Drillisch
DRI GR
AT&T
T US
BT Group
BT/A LN
Iliad
ILD FP
KPN
KPN NA
Orange
ORA FP
Orange Belgium
OBEL BB
Sprint
S US
T-Mobile US
TMUS US
United Internet
UTDI GR
Verizon
VZ US
Vodafone
VOD LN