Topics covered: The Rise of the Energy Efficiency Market, Solar Growth Drivers and Headwinds, Long-Term Opportunities in Emerging Markets, LED Adoption in Large-Scale Projects
Companies covered: TAM S.A., Gol Linhas Aereas Inteligentes S.A. (NYSE:GOL), Copa Holdings, S.A. (NYSE:CPA), Grupo Aeroportuario del Sureste, S.A. de C.V. (NYSE:ASR), Atlas Air Worldwide Holdings (NASDAQ:AAWW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., Norfolk Southern Corporation (NYSE:NSC), Hub Group, Inc. (NASDAQ:HUBG), FedEx Corporation (NYSE:FDX), Broadcom Corporation (NASDAQ:BRCM), Aixtron SE (NASDAQ:AIXG), Zoran Corp., Veeco Instruments Inc. (NASDAQ:VECO), Synaptics Incorporated (NASDAQ:SYNA), SanDisk Corporation (NASDAQ:SNDK), Sigma Designs, Inc. (NASDAQ:SIGM), Rubicon Technology, Inc. (NASDAQ:RBCN), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Intel Corporation (NASDAQ:INTC), Entropic Communications, Inc. (NASDAQ:ENTR), DSP Group, Inc. (NASDAQ:DSPG), Cree, Inc. (NASDAQ:CREE), Atheros Communications Inc., Yingli Green Energy Holding Company Limited (NYSE:YGE), Trina Solar Limited (NYSE:TSL), Telvent Git S.A., Suntech Power Holdings Co. Ltd, SunPower Corporation, Siemens AG (OTCMKTS:SIEGY), Paragon Offshore plc (NYSE:PGN), First Solar, Inc. (NASDAQ:FSLR), Duke Energy Corporation (NYSE:DUK), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Volterra Semiconductor Corpora, Texas Instruments Incorporated (NASDAQ:TXN), Silicon Laboratories, Inc. (NASDAQ:SLAB), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Power Integrations, Inc. (NASDAQ:POWI), NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Microsoft Corporation (NASDAQ:MSFT), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Juniper Networks, Inc. (NYSE:JNPR), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Alcatel Lucent (NYSE:ALU), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Seagate Technology. (NASDAQ:STX), International Business Machines Corporation (NYSE:IBM), Ener1, Inc., Ford Motor Company (NYSE:F), Active Power, Inc. (NASDAQ:ACPW)
