Companies covered: International Business Machines Corporation (NYSE:IBM), Accenture plc. (NYSE:ACN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Block Inc. (NYSE:SQ), Global Payments Inc. (NYSE:GPN), Paypal Holdings Inc (NASDAQ:PYPL), Fidelity National Information Services, Inc. (NYSE:FIS), Marqeta Inc. (NASDAQ:MQ), Paymentus Holdings Inc. (NYSE:PAY), Wipro Limited (NYSE:WIT), Fiserv, Inc. (NYSE:FI), Zillow, Inc. (NASDAQ:Z), CoStar Group, Inc. (NASDAQ:CSGP), AppFolio Inc (NASDAQ:APPF), Peloton Interactive (NASDAQ:PTON), Amazon.com, Inc. (NASDAQ:AMZN), Matterport Inc. (NASDAQ:MTTR), Porch Group Inc. (NASDAQ:PRCH), Adobe Systems Incorporated (NASDAQ:ADBE), Microsoft Corporation (NASDAQ:MSFT), ANSYS, Inc. (NASDAQ:ANSS), Autodesk, Inc. (NASDAQ:ADSK), Cadence Design Systems, Inc. (NASDAQ:CDNS), Dassault Systemes SE (OTCMKTS:DASTY), PTC Inc. (NASDAQ:PTC), Synopsys, Inc. (NASDAQ:SNPS), Bentley Systems Inc. (NASDAQ:BSY), NVIDIA Corporation (NASDAQ:NVDA), Apple Inc. (NASDAQ:AAPL), UiPath Inc. (NYSE:PATH), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Salesforce.com Inc (NYSE:CRM), Iqvia Holdings Inc. (NYSE:IQV), Siemens AG (OTCMKTS:SIEGY), Rubrik Inc. (NYSE:RBRK), Fair Isaac Corporation (NYSE:FICO), Getaround Inc. (NYSE:GETR), Phunware Inc. (NASDAQ:PHUN), Tego Cyber Inc. (OTCMKTS:TGCB)
Companies covered: Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Super Micro Computer, Inc. (NASDAQ:SMCI), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Lattice Semiconductor Corporation (NASDAQ:LSCC), Texas Instruments Incorporated (NASDAQ:TXN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Broadcom Ltd (NASDAQ:AVGO), International Business Machines Corporation (NYSE:IBM), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), QUALCOMM Incorporated (NASDAQ:QCOM), Apple Inc. (NASDAQ:AAPL), Hewlett Packard Enterprise Co (NYSE:HPE), Mobileye N.V. (NYSE:MBLY), Arbe Robotics Ltd. (NASDAQ:ARBE), Auddia Inc. (NASDAQ:AUUD), Bridgeline Digital, Inc. (NASDAQ:BLIN), Kopin Corporation (NASDAQ:KOPN), Mobix Labs, Inc. (NASDAQ:MOBX), POET Technologies Inc. (NASDAQ:POET), Presto Automation Inc. (NASDAQ:PRST), SoundHound AI, Inc. (NASDAQ:SOUN)
Companies covered: Fidelity National Information Services, Inc. (NYSE:FIS), Flex Ltd. (NASDAQ:FLEX), TotalEnergies SE (NYSE:TTE), ServiceNow, Inc. (NYSE:NOW), Shopify (NYSE:SHOP), Palo Alto Networks, Inc. (NYSE:PANW), Linde PLC (NYSE:LIN), Cummins Inc. (NYSE:CMI), Costco Wholesale Corporation (NASDAQ:COST), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Duke Energy Corporation (NYSE:DUK), Consolidated Edison Inc (NYSE:ED), Southern Company (The) (NYSE:SO), NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Action Construction Equipment Ltd. (NSE:ACE), MLP Saglik Hizmetleri AS (IST:MPARK)
Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Synopsys, Inc. (NASDAQ:SNPS), Meta Platforms Inc. (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Tesla Motors, Inc. (NASDAQ:TSLA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC), Super Micro Computer, Inc. (NASDAQ:SMCI), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Celestica, Inc. (NYSE:CLS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Vertiv Holdings Co. (NYSE:VRT), Samsara Inc. (NYSE:IOT), Infineon Technologies AG (OTCMKTS:IFNNY), Nintendo Co., Ltd (ADR) (OTCMKTS:NTDOY), Micron Technology, Inc. (NASDAQ:MU), ServiceNow, Inc. (NYSE:NOW), Salesforce.com Inc (NYSE:CRM), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), DexCom, Inc. (NASDAQ:DXCM), Klarna Inc. (NASDAQ:KLAR), Sweetgreen Inc. (NYSE:SG), Moderna (NASDAQ:MRNA), DraftKings Inc. (NASDAQ:DKNG), Eli Lilly and Company (NYSE:LLY), Broadcom Ltd (NASDAQ:AVGO), ASML Holding N.V. (NASDAQ:ASML), KLA-Tencor Corporation (NASDAQ:KLAC), Applied Materials, Inc. (NASDAQ:AMAT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Workday, Inc. (NYSE:WDAY), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP)
Companies covered: Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Amgen Inc. (NASDAQ:AMGN), Merck & Company, Inc. (NYSE:MRK), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Moderna (NASDAQ:MRNA), BioNTech SE (ADR) (NASDAQ:BNTX), Bristol-Myers Squibb Company (NYSE:BMY), Novartis AG (NYSE:NVS), Cabaletta Bio Inc. (NASDAQ:CABA), Kyverna Therapeutics Inc. (NASDAQ:KYTX), Pfizer, Inc. (NYSE:PFE), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), AbbVie Inc. (NYSE:ABBV), AstraZeneca PLC (NASDAQ:AZN), Altimmune Inc. (NASDAQ:ALT), Aerovate Therapeutics Inc. (NASDAQ:AVTE), Madrigal Pharmaceuticals (NASDAQ:MDGL), Akero Therapeutics Inc. (NASDAQ:AKRO), 89bio Inc. (NASDAQ:ETNB), Insmed, Inc. (NASDAQ:INSM), Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Intellia Therapeutics Inc. (NASDAQ:NTLA), CRISPR Therapeutics AG (NASDAQ:CRSP), Editas Medicine (NASDAQ:EDIT), Immunome Inc. (NASDAQ:IMNM), Disc Medicine Inc. (NASDAQ:IRON), Apogee Therapeutics Inc. (NASDAQ:APGE), ORIC Pharmaceuticals Inc. (NASDAQ:ORIC), TScan Therapeutics Inc. (NASDAQ:TCRX), Nuvalent Inc. (NASDAQ:NUVL), Inozyme Pharma Inc. (NASDAQ:INZY), Beam Therapeutics Inc. (NASDAQ:BEAM), Fusion Pharmaceuticals Inc. (NASDAQ:FUSN), Scholar Rock Holding Corp. (NASDAQ:SRRK), y-mAbs Therapeutics Inc. (NASDAQ:YMAB), Abivax SA (NASDAQ:ABVX), BioVie Inc. (NASDAQ:BIVI), Equillium Inc. (NASDAQ:EQ), Organovo Holdings, Inc. (NASDAQ:ONVO), PDS Biotechnology Corporation (NASDAQ:PDSB)
