|
COST
|
Consumer Defensive |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$486.8B
|
$809.73
|
+0.0%
|
+0.4%
|
-0.8%
|
+1.1%
|
-0.7%
|
+0.7%
|
|
NFLX
|
Communication Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$385.7B
|
$64.68
|
+0.0%
|
+0.3%
|
+0.9%
|
-1.1%
|
-0.9%
|
-1.2%
|
|
MCD
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$201.2B
|
$258.11
|
-0.3%
|
-1.8%
|
-1.6%
|
+1.1%
|
+2.7%
|
+0.3%
|
|
ADI
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$197.7B
|
$232.51
|
-0.9%
|
+0.4%
|
-2.3%
|
+0.8%
|
+2.0%
|
-1.0%
|
|
NEE
|
Utilities |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$188.1B
|
$76.61
|
+0.0%
|
+1.2%
|
-1.1%
|
+2.0%
|
+2.3%
|
-2.9%
|
|
SCHW
|
Financial Services |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$163.1B
|
$72.27
|
-0.2%
|
-2.0%
|
-0.4%
|
+1.9%
|
+1.9%
|
-1.2%
|
|
DELL
|
Technology |
Loop Capital |
Maintains
|
Buy
→
Buy
|
—
|
$160.9B
|
$160.18
|
+5.2%
|
+3.7%
|
+7.9%
|
-5.2%
|
-17.9%
|
-5.4%
|
|
CRWD
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$159.2B
|
$351.47
|
+2.0%
|
-1.3%
|
+0.8%
|
-9.6%
|
-0.7%
|
-1.6%
|
|
APH
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$157.2B
|
$68.12
|
+1.4%
|
-1.7%
|
-0.7%
|
+0.0%
|
-0.5%
|
-0.5%
|
|
UBER
|
Technology |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$157.0B
|
$64.26
|
+0.5%
|
-1.2%
|
+2.2%
|
-1.2%
|
+0.7%
|
-1.2%
|
|
SHOP
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$131.8B
|
$56.97
|
+0.1%
|
+2.1%
|
+0.3%
|
+0.3%
|
+1.0%
|
+0.9%
|
|
PH
|
Industrials |
MizuhoC |
Upgrade
|
Neutral
→
Buy
|
—
|
$111.0B
|
$529.83
|
+1.1%
|
-0.6%
|
-0.6%
|
+0.2%
|
+1.3%
|
-3.5%
|
|
PWR
|
Industrials |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$108.3B
|
$283.43
|
+1.2%
|
-1.3%
|
-0.6%
|
+0.6%
|
-1.4%
|
-1.4%
|
|
SO
|
Utilities |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$104.4B
|
$77.75
|
-0.2%
|
-0.3%
|
-0.4%
|
+1.1%
|
+2.6%
|
+0.3%
|
|
EQIX
|
Real Estate |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$102.9B
|
$766.12
|
+0.4%
|
+0.3%
|
-1.1%
|
+0.1%
|
+0.3%
|
-1.5%
|
|
HWM
|
Industrials |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$102.8B
|
$84.72
|
+0.5%
|
+0.7%
|
-1.4%
|
+0.2%
|
+0.5%
|
-0.0%
|
|
DUK
|
Utilities |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$96.8B
|
$102.17
|
-0.3%
|
-1.0%
|
-0.8%
|
+0.9%
|
+2.2%
|
-0.2%
|
|
SU
|
Energy |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$85.0B
|
$40.30
|
+1.0%
|
+0.9%
|
-2.3%
|
+0.4%
|
+2.4%
|
-4.9%
|
|
BSX
|
Healthcare |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$84.7B
|
$75.63
|
-0.1%
|
-0.6%
|
-0.3%
|
+0.0%
|
+0.8%
|
-0.1%
|
|
ABNB
|
Consumer Cyclical |
WedbushB |
Upgrade
|
Neutral
→
Outperform
|
—
|
$84.4B
|
$144.47
|
+1.1%
|
+1.8%
|
-0.3%
|
-0.7%
|
-0.4%
|
+0.9%
|