Sector:
Industrial Technology
Company:
A. O. Smith Corporation
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Advanced Micro Devices, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
Altra Industrial Motion Corp.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Applied Optoelectronics, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Cboe Global Markets Inc
Company:
Coinbase Global, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Discovery Communications
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Fidelity National Information Services, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Global Payments Inc.
Sector:
Industrial Technology
Company:
Intel Corporation
Company:
Intercontinental Exchange, Inc.
Company:
Lattice Semiconductor Corporation
Sector:
Cloud Communications and Networking
Company:
Lumentum Holdings, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
MKS Instruments, Inc.
Company:
Manhattan Associates, Inc.
Company:
MarketAxess Holdings Inc.
Company:
Marvell Technology Group Ltd.
Company:
Microchip Technology Incorporated
Company:
Micron Technology, Inc.
Company:
Microsoft Corporation
Company:
Monolithic Power Systems, Inc.
Company:
NVIDIA Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
NeoPhotonics Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
ON Semiconductor Corporation
Company:
PDF Solutions, Inc.
Company:
PayPal Holdings, Inc.
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
QUALCOMM Incorporated
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
Rockwell Automation, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
SMART Global Holdings, Inc.
Company:
Seagate Technology PLC
Company:
Skyworks Solutions, Inc.
Company:
SoFi Technologies Inc
Company:
Spotify Technology SA
Company:
Synaptics Incorporated
Sector:
Industrial Technology
Company:
Texas Instruments Incorporated
Company:
The Trade Desk, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
Thermon Group Holdings, Inc.
Company:
Tradeweb Markets, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Virtu Financial, Inc.
Company:
Western Digital Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Sector:
Industrial Technology
Company:
nVent Electric plc
Source: Rosenblatt
Disclaimer (2020): The information contained in this communication is not intended as an offer or solicitation for the purchase or sale of any securities, futures, options, or any other investment product. This communication is not research, and does not contain enough information on which to make an investment decision. The information herein has been obtained from various sources. We do not guarantee its accuracy. Any opinion offered herein reflects Rosenblatt Securities Inc.'s current judgment and may change without notice. Please see respective company reports for full and appropriate disclaimers. Member: NYSE, SIPC, FINRA