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Research universe by theme. Coverage gaps and stale notes live on Briefing Research. Open a name for the dossier; compare charts in Workbench.

Universe

53 names · 10 held

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AMDAdvanced Micro DevicesAI Infrastructure+34.0%Improving — extendedinvestigatewatch
CLSCelesticaAI Infrastructure+27.5%Improving — extendedinvestigateheld
MRVLMarvell TechnologyAI Infrastructure+27.4%Avoid / late-cycleinvestigatewatch
ALABAstera LabsAI Infrastructure+27.3%Avoid / late-cyclepartialinvestigatewatch
TERTeradyneRobotics and AI+24.0%Improving — extendedinvestigatewatch
OUSTOusterRobotics and AI+22.9%Improving — extendedinvestigatewatch
SKHYSK hynixAI Infrastructure+20.4%Insufficient datainvestigatewatch
LITELumentumAI Infrastructure+20.3%Improving — extendedinvestigatewatch
MUMicron TechnologyAI Infrastructure+17.6%Improving — extendedactivewatch
COHRCoherentAI Infrastructure+17.3%Improving — extendedinvestigatewatch
NBISNebiusAI Infrastructure+16.4%Insufficient datapartialinvestigateheld
SNDKSandiskAI Infrastructure+16.3%Improving — extendedinvestigateheld
SMCISuper Micro ComputerAI Infrastructure+14.2%Improving — extendedinvestigatewatch
SYMSymbotic Inc.Robotics and AI+13.0%Falling fundamentalspartialinvestigatewatch
NVTnVent ElectricAI Infrastructure+12.5%Improving — extendedinvestigateheld
FNFabrinetAI Infrastructure+12.3%Correction candidateinvestigatewatch
ETNEatonEnergy+11.9%Improving — extendedinvestigatewatch
TSMTaiwan SemiconductorAI Infrastructure+10.9%Insufficient datapartialinvestigatewatch
POWLPowell IndustriesEnergy+10.7%Needs thesis checkinvestigatewatch
IRENIRENAI Infrastructure+10.4%Insufficient datapartialinvestigatewatch
GEVGE VernovaEnergy+9.9%Improving — extendedinvestigatewatch
ISRGIntuitive SurgicalRobotics and AI+8.7%Needs thesis checkpartialinvestigateheld
FIXComfort Systems USAAI Infrastructure+8.4%Improving — extendedinvestigatewatch
PWRQuanta ServicesEnergy+8.4%Improving — extendedinvestigatewatch
CRWVCoreWeaveAI Infrastructure+8.2%Falling fundamentalsinvestigatewatch
ANETArista NetworksAI Infrastructure+8.0%Improving — extendedpartialinvestigatewatch
NVDANVIDIAAI Infrastructure+6.2%Improving — extendedinvestigatewatch
ROKRockwell AutomationRobotics and AI+6.0%Watchinvestigatewatch
HUBBHubbellEnergy+5.3%Correction candidateinvestigatewatch
APHAmphenol CorporationAI Infrastructure+5.0%Watchpartialinvestigatewatch
EMEEMCOR GroupEnergy+4.6%Correction candidateinvestigatewatch
MODModine Manufacturing CompanyAI Infrastructure+4.6%Correction candidateinvestigatewatch
AMBAAmbarellaRobotics and AI+3.6%Falling fundamentalsinvestigatewatch
CGNXCognex CorporationRobotics and AI+3.6%Improving — extendedinvestigatewatch
CRDOCredo TechnologyAI Infrastructure+1.7%Avoid / late-cycleactiveheld
MRCYMercury SystemsDefence+1.5%Needs thesis checkinvestigateheld
VSTVistraEnergy+1.2%Falling fundamentalsinvestigateheld
TDYTeledyne TechnologiesDefence+0.4%Improving — research nowinvestigatewatch
NOVTNovantaRobotics and AI-0.1%Correction candidateinvestigatewatch
EQIXEquinixAI Infrastructure-1.5%Improving — research nowinvestigatewatch
AVAVAeroVironmentDefence-2.7%Falling fundamentalsinvestigatewatch
VRTVertivAI Infrastructure-3.8%Falling fundamentalsinvestigateheld
CWCurtiss-Wright CorporationDefence-5.7%Falling fundamentalsinvestigatewatch
AVGOBroadcomAI Infrastructure-7.0%Correction candidateinvestigatewatch
LMTLockheed MartinDefence-7.2%Correction candidateinvestigatewatch
CEGConstellation EnergyEnergy-7.6%Correction candidateinvestigatewatch
NOCNorthrop GrummanDefence-9.6%Needs thesis checkinvestigatewatch
RTXRTXDefence-9.8%Improving — research nowinvestigatewatch
GDGeneral DynamicsDefence-9.9%Watchinvestigatewatch
CCJCamecoEnergy-11.0%Insufficient datapartialinvestigatewatch
KTOSKratos DefenseDefence-13.2%Correction candidateinvestigateheld
BWXTBWX TechnologiesEnergy-15.3%Needs thesis checkinvestigatewatch
PATHUiPathRobotics and AI-26.6%Needs thesis checkinvestigatewatch