Sector:
Cloud Communications and Networking
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
A. O. Smith Corporation
Sector:
Cloud Communications and Networking
Sector:
Industrial Technology
Sector:
Cloud Communications and Networking
Company:
Acacia Communications, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Advanced Micro Devices, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Alphabet Inc. Class A
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
Sector:
Cloud Communications and Networking
Company:
Arista Networks, Inc.
Sector:
Cloud Communications and Networking
Company:
Bandwidth Inc. Class A
Sector:
Cloud Communications and Networking
Sector:
Cloud Communications and Networking
Company:
Casa Systems, Inc.
Company:
Cboe Global Markets Inc
Sector:
Cloud Communications and Networking
Company:
Ciena Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
CommScope Holding Co., Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Discovery Communications
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Dycom Industries, Inc.
Sector:
Cloud Communications and Networking
Company:
Fidelity National Information Services, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Global Payments Inc.
Sector:
Cloud Communications and Networking
Sector:
Industrial Technology
Sector:
Cloud Communications and Networking
Company:
Infinera Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Inphi Corporation
Company:
Intel Corporation
Company:
Intercontinental Exchange, Inc.
Sector:
Cloud Communications and Networking
Company:
Juniper Networks, Inc.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Lattice Semiconductor Corporation
Sector:
Cloud Communications and Networking
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:
Monolithic Power Systems, Inc.
Sector:
Cloud Communications and Networking
Company:
NICE Ltd Sponsored ADR
Company:
NVIDIA Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
NeoPhotonics Corporation
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
Nokia Oyj Sponsored ADR
Company:
ON Semiconductor Corporation
Company:
PayPal Holdings, Inc.
Sector:
Industrial Technology
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
QUALCOMM Incorporated
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Cloud Communications and Networking
Company:
RingCentral, Inc. Class A
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.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
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.
Sector:
Cloud Communications and Networking
Company:
Twilio, Inc. Class A
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Company:
Virtu Financial, Inc.
Sector:
Cloud Communications and Networking
Company:
Vonage Holdings Corp.
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
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:
Cloud Communications and Networking
Company:
Zoom Video Communications, Inc. Class A
Rating:
NEUTRAL
BUY
SELL
NEUTRAL
NR
Sector:
Industrial Technology
Company:
nVent Electric plc
Source: Rosenblatt
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