reports
Wedbush Research
- Wedbush Research
MA
MASTERCARD INCORPORATED
2454 MEDIATEK CORPORATION
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
PHM PULTEGROUP INC.
INFY INFOSYS LIMITED
QRVO QORVO INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
ACN ACCENTURE PLC CLASS A
GPN GLOBAL PAYMENTS INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
UMH UMH PROPERTIES INC.
TPH TRI POINTE HOMES INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
QCOM QUALCOMM INC
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
KEY KEYCORP
INTC INTEL CORPORATION
HBAN HUNTINGTON BANCSHARES INCORPORATED
GOOGL ALPHABET INC. CLASS A
35G GENPACT LIMITED
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
EXLS EXLSERVICE HOLDINGS INC.
EPAM EPAM SYSTEMS INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CCS CENTURY COMMUNITIES INC.
BZH BEAZER HOMES USA INC.
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
WD WALKER & DUNLOP INC.
WIPRO WIPRO LIMITED
DHI D.R. HORTON INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
TMHC TAYLOR MORRISON HOME CORPORATION
HPE HEWLETT PACKARD ENTERPRISE CO.
MHO M/I HOMES INC.
MDC M.D.C. HOLDINGS INC.
BKI BLACK KNIGHT INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
HEAR TURTLE BEACH CORP.
DAVA ENDAVA PLC ADS
COOP MR. COOPER GROUP INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
DELL DELL TECHNOLOGIES INC CLASS C
PFSI PENNYMAC FINANCIAL SERVICES INC.
CRSR CORSAIR GAMING
COGT COGENT BIOSCIENCES INC
RKT ROCKET COMPANIES
UFPI UFP INDUSTRIES INC.
HMPT HOME POINT CAPITAL
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
GHLD GUILD HOLDINGS
TWKS THOUGHTWORKS HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
UWMC UWM HLDGS CORP
MQ MARQETA INC
GFS GLOBALFOUNDRIES INC
2454 MEDIATEK CORPORATION
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
PHM PULTEGROUP INC.
INFY INFOSYS LIMITED
QRVO QORVO INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
ACN ACCENTURE PLC CLASS A
GPN GLOBAL PAYMENTS INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
UMH UMH PROPERTIES INC.
TPH TRI POINTE HOMES INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
QCOM QUALCOMM INC
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
KEY KEYCORP
INTC INTEL CORPORATION
HBAN HUNTINGTON BANCSHARES INCORPORATED
GOOGL ALPHABET INC. CLASS A
35G GENPACT LIMITED
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
EXLS EXLSERVICE HOLDINGS INC.
EPAM EPAM SYSTEMS INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CCS CENTURY COMMUNITIES INC.
BZH BEAZER HOMES USA INC.
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
WD WALKER & DUNLOP INC.
WIPRO WIPRO LIMITED
DHI D.R. HORTON INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
TMHC TAYLOR MORRISON HOME CORPORATION
HPE HEWLETT PACKARD ENTERPRISE CO.
MHO M/I HOMES INC.
MDC M.D.C. HOLDINGS INC.
BKI BLACK KNIGHT INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
HEAR TURTLE BEACH CORP.
DAVA ENDAVA PLC ADS
COOP MR. COOPER GROUP INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
DELL DELL TECHNOLOGIES INC CLASS C
PFSI PENNYMAC FINANCIAL SERVICES INC.
CRSR CORSAIR GAMING
COGT COGENT BIOSCIENCES INC
RKT ROCKET COMPANIES
UFPI UFP INDUSTRIES INC.
HMPT HOME POINT CAPITAL
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
GHLD GUILD HOLDINGS
TWKS THOUGHTWORKS HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
UWMC UWM HLDGS CORP
MQ MARQETA INC
GFS GLOBALFOUNDRIES INC
Brian Violino ... (+3)
- Brian Violino
- Henry Coffey
- Jay McCanless
PMT
PENNYMAC MORTGAGE INVESTMENT TRUST
UMH UMH PROPERTIES INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
FBC FLAGSTAR BANCORP INC.
WD WALKER & DUNLOP INC.
BKI BLACK KNIGHT INC.
COOP MR. COOPER GROUP INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
PFSI PENNYMAC FINANCIAL SERVICES INC.
RKT ROCKET COMPANIES
HMPT HOME POINT CAPITAL
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
GHLD GUILD HOLDINGS
UWMC UWM HLDGS CORP
UMH UMH PROPERTIES INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
FBC FLAGSTAR BANCORP INC.
WD WALKER & DUNLOP INC.
BKI BLACK KNIGHT INC.
COOP MR. COOPER GROUP INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
PFSI PENNYMAC FINANCIAL SERVICES INC.
RKT ROCKET COMPANIES
HMPT HOME POINT CAPITAL
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
GHLD GUILD HOLDINGS
UWMC UWM HLDGS CORP
Brian Violino ... (+3)
- Brian Violino
- Henry Coffey
- Jay McCanless
Wedbush Research
- Wedbush Research
INFY
INFOSYS LIMITED
NCR NCR CORPORATION
ACN ACCENTURE PLC CLASS A
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
UMH UMH PROPERTIES INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RGNX REGENXBIO INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PCRX PACIRA BIOSCIENCES INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GDDY GODADDY INC. CLASS A
GBT GLOBAL BLOOD THERAPEUTICS INC
35G GENPACT LIMITED
FTNT FORTINET INC.
FBC FLAGSTAR BANCORP INC.
EXLS EXLSERVICE HOLDINGS INC.
ETSY ETSY INC.
EPAM EPAM SYSTEMS INC.
EBAY EBAY INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DBD DIEBOLD NIXDORF INCORPORATED
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CRM SALESFORCE.COM INC.
ADBE ADOBE INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
GLOB GLOBANT SA
ZNGA ZYNGA INC. CLASS A
UTHR UNITED THERAPEUTICS CORPORATION
ANAB ANAPTYSBIO INC.
BKI BLACK KNIGHT INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
ZS ZSCALER INC.
HEAR TURTLE BEACH CORP.
TENB TENABLE HOLDINGS
DAVA ENDAVA PLC ADS
DOCU DOCUSIGN INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SCPL SCIPLAY
MTCH MATCH GROUP INC.
SKLZ SKILLZ INC (A)
PLTK PLAYTIKA HOLDING
TWKS THOUGHTWORKS HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
NCR NCR CORPORATION
ACN ACCENTURE PLC CLASS A
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
UMH UMH PROPERTIES INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RGNX REGENXBIO INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PCRX PACIRA BIOSCIENCES INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GDDY GODADDY INC. CLASS A
GBT GLOBAL BLOOD THERAPEUTICS INC
35G GENPACT LIMITED
FTNT FORTINET INC.
FBC FLAGSTAR BANCORP INC.
EXLS EXLSERVICE HOLDINGS INC.
ETSY ETSY INC.
EPAM EPAM SYSTEMS INC.
EBAY EBAY INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DBD DIEBOLD NIXDORF INCORPORATED
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CRM SALESFORCE.COM INC.
ADBE ADOBE INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
GLOB GLOBANT SA
ZNGA ZYNGA INC. CLASS A
UTHR UNITED THERAPEUTICS CORPORATION
ANAB ANAPTYSBIO INC.
BKI BLACK KNIGHT INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
ZS ZSCALER INC.
HEAR TURTLE BEACH CORP.
TENB TENABLE HOLDINGS
DAVA ENDAVA PLC ADS
DOCU DOCUSIGN INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SCPL SCIPLAY
MTCH MATCH GROUP INC.
SKLZ SKILLZ INC (A)
PLTK PLAYTIKA HOLDING
TWKS THOUGHTWORKS HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
Brian Violino ... (+3)
- Brian Violino
- Henry Coffey
- Jay McCanless
Valens Research
- Valens Research
Valens Equity Insights and Inflections - 2022 04 26
Liberty Oilfield Services (LBRT) is a well-positioned vertically integrated, pure play U.S. shale E&S company. Uniform Accounting highlights the company's profitability potential during a strong shale cycle that the market is missing, indicating equity upside is warranted. Liberty spent the last several years consolidating the U.S. shale completions market, positioning itself to benefit from a surge shale production. With Russian oil coming off the market and oil demand recovering from the...
Valens Research
- Valens Research
BKI - Embedded Expectations Analysis - 2022 04 21
Black Knight (BKI) currently trades above corporate and historical averages relative to Uniform earnings, with a 29.8x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to remain at 64%, accompanied by 5% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to compress to 57% in 2023, accompanied by 10% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $70, representing approximately 5% equity...
Black Knight Inc: 1 director
A director at Black Knight Inc bought 3,440 shares at 58.104USD and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
Wedbush Research
- Wedbush Research
SHOP
SHOPIFY INC.
2454 MEDIATEK CORPORATION
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
WIX WIX.COM LTD.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
DBD DIEBOLD NIXDORF INCORPORATED
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
BKI BLACK KNIGHT INC.
ANGI ANGI INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
IAC IAC/INTERACTIVECORP.
UFPI UFP INDUSTRIES INC.
IS IRONSOURCE
STX SEAGATE TECHNOLOGY HLDGS PLC
MTTR GORES HOLDINGS II INC
GFS GLOBALFOUNDRIES INC
2454 MEDIATEK CORPORATION
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
WIX WIX.COM LTD.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
DBD DIEBOLD NIXDORF INCORPORATED
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
BKI BLACK KNIGHT INC.
ANGI ANGI INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
IAC IAC/INTERACTIVECORP.
UFPI UFP INDUSTRIES INC.
IS IRONSOURCE
STX SEAGATE TECHNOLOGY HLDGS PLC
MTTR GORES HOLDINGS II INC
GFS GLOBALFOUNDRIES INC
Brian Violino ... (+2)
- Brian Violino
- Henry Coffey
Due to a more favourable environment, BLACK KNIGHT slightly increases ...
BLACK KNIGHT (US), a company active in the Software industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as moderately risky. At the fundamental level, theScreener confirms the rating of 0 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Neutral even if it remains under pressure. As of the analysis date February 4, 2022, the closing price was USD 72...
Wedbush Research
- Wedbush Research
MA
MASTERCARD INCORPORATED
2454 MEDIATEK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
VMW VMWARE INC. CLASS A
ADS ADIDAS AG
GPN GLOBAL PAYMENTS INC.
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
DBD DIEBOLD NIXDORF INCORPORATED
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
AAP ADVANCE AUTO PARTS INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
DOOR MASONITE INTERNATIONAL CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ZNGA ZYNGA INC. CLASS A
HPE HEWLETT PACKARD ENTERPRISE CO.
ORLY O'REILLY AUTOMOTIVE INC.
BKI BLACK KNIGHT INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NMRK NEWMARK GROUP INC
APLS APELLIS PHARMACEUTICALS
AVGO BROADCOM INC.
LQDA LIQUIDIA CORPORATION
REAL THE REALREAL
DELL DELL TECHNOLOGIES INC CLASS C
BDTX BLACK DIAMOND THERAPEUTICS
GRPN GROUPON INC.
POSH POSHMARK
SQSP SQUARESPACE
TDUP THREDUP INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
2454 MEDIATEK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
VMW VMWARE INC. CLASS A
ADS ADIDAS AG
GPN GLOBAL PAYMENTS INC.
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
DBD DIEBOLD NIXDORF INCORPORATED
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
AAP ADVANCE AUTO PARTS INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
DOOR MASONITE INTERNATIONAL CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ZNGA ZYNGA INC. CLASS A
HPE HEWLETT PACKARD ENTERPRISE CO.
ORLY O'REILLY AUTOMOTIVE INC.
BKI BLACK KNIGHT INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NMRK NEWMARK GROUP INC
APLS APELLIS PHARMACEUTICALS
AVGO BROADCOM INC.
LQDA LIQUIDIA CORPORATION
REAL THE REALREAL
DELL DELL TECHNOLOGIES INC CLASS C
BDTX BLACK DIAMOND THERAPEUTICS
GRPN GROUPON INC.
POSH POSHMARK
SQSP SQUARESPACE
TDUP THREDUP INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
Brian Violino ... (+2)
- Brian Violino
- Henry Coffey
Wedbush Research
- Wedbush Research
RCL
ROYAL CARIBBEAN GROUP
MA MASTERCARD INCORPORATED
2454 MEDIATEK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
VMW VMWARE INC. CLASS A
INFY INFOSYS LIMITED
QRVO QORVO INC.
ACN ACCENTURE PLC CLASS A
BLUE BLUEBIRD BIO INC.
GPN GLOBAL PAYMENTS INC.
XNCR XENCOR INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
STX SEAGATE TECHNOLOGY PLC
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SGMO SANGAMO THERAPEUTICS INC.
QCOM QUALCOMM INC
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PCRX PACIRA BIOSCIENCES INC.
PAYX PAYCHEX INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MGNX MACROGENICS INC.
KURA KURA ONCOLOGY INC.
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GBT GLOBAL BLOOD THERAPEUTICS INC
35G GENPACT LIMITED
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EXLS EXLSERVICE HOLDINGS INC.
EWBC EAST WEST BANCORP INC.
EPAM EPAM SYSTEMS INC.
CYBR CYBERARK SOFTWARE LTD.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
ATVI ACTIVISION BLIZZARD INC.
ADP AUTOMATIC DATA PROCESSING INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
WIPRO WIPRO LIMITED
CFR CULLEN/FROST BANKERS INC.
SWKS SKYWORKS SOLUTIONS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
ADS ALLIANCE DATA SYSTEMS CORPORATION
EA ELECTRONIC ARTS INC.
GLOB GLOBANT SA
ZNGA ZYNGA INC. CLASS A
HPE HEWLETT PACKARD ENTERPRISE CO.
UTHR UNITED THERAPEUTICS CORPORATION
NTLA INTELLIA THERAPEUTICS INC.
ALBO ALBIREO PHARMA
RDFN REDFIN CORPORATION
GTHX G1 THERAPEUTICS
BKI BLACK KNIGHT INC.
ANGI ANGI INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
HOG HARLEY-DAVIDSON INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
AVGO BROADCOM INC.
ZS ZSCALER INC.
HEAR TURTLE BEACH CORP.
TENB TENABLE HOLDINGS
ETTX ENTASIS THERAPEUTICS HOLDINGS
NICE NICE LTD
DAVA ENDAVA PLC ADS
YMAB Y-MABS THERAPEUTICS
COOP MR. COOPER GROUP INC.
DOCU DOCUSIGN INC.
DELL DELL TECHNOLOGIES INC CLASS C
LC LENDINGCLUB CORP
AQST AQUESTIVE THERAPEUTICS
KDNY CHINOOK THERAPEUTICS
IAC INC.
ZNTL IAC/INTERACTIVECORP.
COGT ZENTALIS PHARMACEUTICALS
U COGENT BIOSCIENCES INC
RKT UNITY SOFTWARE
OPEN ROCKET COMPANIES
SKLZ OPENDOOR TECHNOLOGIES
PLTK SKILLZ INC (A)
COIN PLAYTIKA HOLDING
IS COINBASE GLOBAL INC.
MTTR IRONSOURCE
TWKS MATTERPORT INC.
THRX THOUGHTWORKS HOLDING
THESEUS PHARMACEUTICALS
INC.
MA MASTERCARD INCORPORATED
2454 MEDIATEK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
VMW VMWARE INC. CLASS A
INFY INFOSYS LIMITED
QRVO QORVO INC.
ACN ACCENTURE PLC CLASS A
BLUE BLUEBIRD BIO INC.
GPN GLOBAL PAYMENTS INC.
XNCR XENCOR INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
STX SEAGATE TECHNOLOGY PLC
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SGMO SANGAMO THERAPEUTICS INC.
QCOM QUALCOMM INC
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PCRX PACIRA BIOSCIENCES INC.
PAYX PAYCHEX INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MGNX MACROGENICS INC.
KURA KURA ONCOLOGY INC.
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GBT GLOBAL BLOOD THERAPEUTICS INC
35G GENPACT LIMITED
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EXLS EXLSERVICE HOLDINGS INC.
EWBC EAST WEST BANCORP INC.
EPAM EPAM SYSTEMS INC.
CYBR CYBERARK SOFTWARE LTD.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
ATVI ACTIVISION BLIZZARD INC.
ADP AUTOMATIC DATA PROCESSING INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
WIPRO WIPRO LIMITED
CFR CULLEN/FROST BANKERS INC.
SWKS SKYWORKS SOLUTIONS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
ADS ALLIANCE DATA SYSTEMS CORPORATION
EA ELECTRONIC ARTS INC.
GLOB GLOBANT SA
ZNGA ZYNGA INC. CLASS A
HPE HEWLETT PACKARD ENTERPRISE CO.
UTHR UNITED THERAPEUTICS CORPORATION
NTLA INTELLIA THERAPEUTICS INC.
ALBO ALBIREO PHARMA
RDFN REDFIN CORPORATION
GTHX G1 THERAPEUTICS
BKI BLACK KNIGHT INC.
ANGI ANGI INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
HOG HARLEY-DAVIDSON INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
AVGO BROADCOM INC.
ZS ZSCALER INC.
HEAR TURTLE BEACH CORP.
TENB TENABLE HOLDINGS
ETTX ENTASIS THERAPEUTICS HOLDINGS
NICE NICE LTD
DAVA ENDAVA PLC ADS
YMAB Y-MABS THERAPEUTICS
COOP MR. COOPER GROUP INC.
DOCU DOCUSIGN INC.
DELL DELL TECHNOLOGIES INC CLASS C
LC LENDINGCLUB CORP
AQST AQUESTIVE THERAPEUTICS
KDNY CHINOOK THERAPEUTICS
IAC INC.
ZNTL IAC/INTERACTIVECORP.
COGT ZENTALIS PHARMACEUTICALS
U COGENT BIOSCIENCES INC
RKT UNITY SOFTWARE
OPEN ROCKET COMPANIES
SKLZ OPENDOOR TECHNOLOGIES
PLTK SKILLZ INC (A)
COIN PLAYTIKA HOLDING
IS COINBASE GLOBAL INC.
MTTR IRONSOURCE
TWKS MATTERPORT INC.
THRX THOUGHTWORKS HOLDING
THESEUS PHARMACEUTICALS
INC.
Brian Violino ... (+2)
- Brian Violino
- Henry Coffey
Brian Violino ... (+3)
- Brian Violino
- Henry Coffey
- Jay McCanless
Wedbush Research
- Wedbush Research
MA
MASTERCARD INCORPORATED
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
BLUE BLUEBIRD BIO INC.
GPN GLOBAL PAYMENTS INC.
V VISA INC. CLASS A
UMH UMH PROPERTIES INC.
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KBH KB HOME
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
WD WALKER & DUNLOP INC.
ADS ALLIANCE DATA SYSTEMS CORPORATION
CVNA CARVANA CO. CLASS A
BKI BLACK KNIGHT INC.
COOP MR. COOPER GROUP INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
PFSI PENNYMAC FINANCIAL SERVICES INC.
SFT SHIFT TECHNOLOGIES
VRM INC.
RKT VROOM
HMPT ROCKET COMPANIES
UWMC HOME POINT CAPITAL
FNMA UNITED WHOLESALE MORTGAGE
GHLD FEDERAL NATIONAL MORTGAGE ASSOCIATION
GUILD HOLDINGS
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
BLUE BLUEBIRD BIO INC.
GPN GLOBAL PAYMENTS INC.
V VISA INC. CLASS A
UMH UMH PROPERTIES INC.
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KBH KB HOME
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FBC FLAGSTAR BANCORP INC.
WD WALKER & DUNLOP INC.
ADS ALLIANCE DATA SYSTEMS CORPORATION
CVNA CARVANA CO. CLASS A
BKI BLACK KNIGHT INC.
COOP MR. COOPER GROUP INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
PFSI PENNYMAC FINANCIAL SERVICES INC.
SFT SHIFT TECHNOLOGIES
VRM INC.
RKT VROOM
HMPT ROCKET COMPANIES
UWMC HOME POINT CAPITAL
FNMA UNITED WHOLESALE MORTGAGE
GHLD FEDERAL NATIONAL MORTGAGE ASSOCIATION
GUILD HOLDINGS
Brian Violino ... (+3)
- Brian Violino
- Henry Coffey
- Jay McCanless
Wedbush Research
- Wedbush Research
NYCB
NEW YORK COMMUNITY BANCORP INC.
GOOGL ALPHABET INC. CLASS A
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
CDTX CIDARA THERAPEUTICS
RDFN REDFIN CORPORATION
BKI BLACK KNIGHT INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
ACET ADICET BIO
ZNTL INC
RKT ZENTALIS PHARMACEUTICALS
KNTE ROCKET COMPANIES
TLS KINNATE BIOPHARMA
ABNB TELOS
UWMC AIRBNB INC. CLASS A
FFIE UNITED WHOLESALE MORTGAGE
MTTR FARADAY FUTURE INTELLIGENT ELECTRIC INC.
MATTERPORT INC.
GOOGL ALPHABET INC. CLASS A
FBC FLAGSTAR BANCORP INC.
FB FACEBOOK INC. CLASS A
CDTX CIDARA THERAPEUTICS
RDFN REDFIN CORPORATION
BKI BLACK KNIGHT INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
ACET ADICET BIO
ZNTL INC
RKT ZENTALIS PHARMACEUTICALS
KNTE ROCKET COMPANIES
TLS KINNATE BIOPHARMA
ABNB TELOS
UWMC AIRBNB INC. CLASS A
FFIE UNITED WHOLESALE MORTGAGE
MTTR FARADAY FUTURE INTELLIGENT ELECTRIC INC.
MATTERPORT INC.
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