We initiated coverage of Technology Infrastructure in May 2018, providing our clients with a unique approach: A single team producing a single research product, covering themes and names across all technology infrastructure, horizontally from the datacenter to the edge and “things”; and vertically from semiconductor capital equipment to infrastructure equipment and devices. We believe this approach beats the traditional equity-research model, constrained by siloed coverage and lacking the transversal perspective required to understand what is happening today in technology infrastructure.
We cover 18 companies we have carefully selected as our core coverage based on: 1) Our perspective on the role they will play in tomorrow’s technology infrastructure; 2) our expertise and our ability to produce differentiated research on these companies; and 3) our opinion about how relevant these companies can be for investors in the near future.
Our core coverage: Tesla [TSLA], Broadcom [AVGO], Applied Materials [AMAT], TSMC [2330:TPE], Nvidia [NVDA], Intel [INTC], Advanced Micro Devices [AMD], Infineon [IFX], Wolfspeed [CREE], Palo Alto Networks [PANW], Cisco [CSCO], Arista Networks [ANET], ASML [ASML], Apple [AAPL], Ericsson [ERIC], Nokia [NOK], SoftBank [9984:JP], Uber [UBER]
In addition to this coverage, we plan, over time, to add additional names in a very pragmatic way, based on 1) Where our thematic research takes us, 2) where we see good investment opportunities, and 3) where we see demand from our clients.
Please contact our sales force if you want to know more about our work.