|
GOOGL
|
Communication Services |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.8T
|
$308.22
|
-1.1%
|
-0.5%
|
-3.2%
|
+1.9%
|
+1.6%
|
+0.9%
|
|
AMZN
|
Consumer Cyclical |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$222.54
|
+0.2%
|
+0.0%
|
-0.6%
|
+2.5%
|
+0.3%
|
+0.5%
|
|
WMT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.0T
|
$116.79
|
-0.2%
|
-1.2%
|
+0.2%
|
-0.7%
|
-0.4%
|
-1.5%
|
|
MU
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$729.3B
|
$237.50
|
-0.7%
|
-2.1%
|
-3.0%
|
+10.2%
|
+7.0%
|
+4.0%
|
|
AMD
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$665.4B
|
$207.58
|
-0.3%
|
+0.8%
|
-5.3%
|
+1.5%
|
+6.2%
|
+0.7%
|
|
GEV
|
Utilities |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$281.0B
|
$681.35
|
+0.8%
|
+0.7%
|
-10.5%
|
+4.1%
|
+2.9%
|
+0.5%
|
|
GEV
|
Utilities |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$281.0B
|
$681.35
|
+0.8%
|
+0.7%
|
-10.5%
|
+4.1%
|
+2.9%
|
+0.5%
|
|
KLAC
|
Technology |
Cantor Fitzgerald |
Upgrade
|
Neutral
→
Overweight
|
—
|
$230.3B
|
$1225.11
|
+1.0%
|
-0.1%
|
-4.2%
|
+4.3%
|
+1.9%
|
+1.6%
|
|
ARM
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$226.5B
|
$124.37
|
-0.7%
|
-2.6%
|
-5.4%
|
-0.9%
|
+0.5%
|
-0.6%
|
|
TJX
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$171.0B
|
$156.71
|
+0.2%
|
-1.0%
|
+0.4%
|
-0.5%
|
-0.2%
|
+1.3%
|
|
UNP
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$157.2B
|
$240.47
|
+0.4%
|
-1.9%
|
+0.4%
|
-1.0%
|
-0.1%
|
+0.2%
|
|
UBS
|
Financial Services |
BofA Securities |
Upgrade
|
Neutral
→
Buy
|
—
|
$137.8B
|
$42.69
|
+3.9%
|
+4.9%
|
+0.1%
|
+2.8%
|
+0.4%
|
+0.3%
|
|
LMT
|
Industrials |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$118.1B
|
$484.42
|
-1.0%
|
-1.5%
|
-0.5%
|
-1.0%
|
+0.8%
|
+2.0%
|
|
PH
|
Industrials |
Stifel |
Maintains
|
Hold
→
Hold
|
—
|
$111.7B
|
$883.47
|
-0.0%
|
-1.0%
|
-1.3%
|
+0.6%
|
+0.8%
|
+1.3%
|
|
ACN
|
Technology |
Morgan Stanley |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$110.9B
|
$274.66
|
+2.4%
|
-1.0%
|
+0.6%
|
-1.4%
|
+0.8%
|
-0.6%
|
|
EQIX
|
Real Estate |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$105.2B
|
$761.39
|
-0.2%
|
-0.4%
|
-1.4%
|
-0.5%
|
+1.9%
|
-0.1%
|
|
CEG
|
Utilities |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$97.2B
|
$357.14
|
-0.3%
|
+2.4%
|
-6.7%
|
+5.9%
|
-1.6%
|
+0.7%
|
|
NOW
|
Technology |
DA Davidson |
Maintains
|
Buy
→
Buy
|
—
|
$96.5B
|
$153.04
|
+1.2%
|
+2.1%
|
+0.2%
|
-2.0%
|
+1.3%
|
+0.9%
|
|
NOW
|
Technology |
Guggenheim |
Upgrade
|
Sell
→
Neutral
|
—
|
$96.5B
|
$153.04
|
+1.2%
|
+2.1%
|
+0.2%
|
-2.0%
|
+1.3%
|
+0.9%
|
|
GD
|
Industrials |
Morgan Stanley |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$94.0B
|
$340.69
|
+0.5%
|
-0.9%
|
-0.3%
|
+0.3%
|
+0.6%
|
+1.7%
|
|
FDX
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$89.7B
|
$281.23
|
+0.3%
|
+0.4%
|
-0.1%
|
+1.7%
|
+0.6%
|
+1.4%
|
|
FDX
|
Industrials |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$89.7B
|
$281.23
|
+0.3%
|
+0.4%
|
-0.1%
|
+1.7%
|
+0.6%
|
+1.4%
|
|
WM
|
Industrials |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$88.9B
|
$218.32
|
+0.7%
|
+0.3%
|
+0.4%
|
-0.7%
|
-0.9%
|
+1.5%
|
|
ADP
|
Industrials |
Jefferies |
Downgrade
|
Hold
→
Underperform
|
—
|
$85.6B
|
$264.95
|
-1.2%
|
-1.0%
|
+1.3%
|
-1.7%
|
-1.2%
|
+0.7%
|
|
UPS
|
Industrials |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$85.1B
|
$100.07
|
+0.1%
|
+0.0%
|
+0.8%
|
+1.1%
|
-0.2%
|
-1.2%
|
|
EPD
|
Energy |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$81.5B
|
$32.31
|
-0.3%
|
-1.6%
|
+0.8%
|
-0.1%
|
-0.2%
|
+0.3%
|
|
MCO
|
Financial Services |
Goldman Sachs |
Upgrade
|
Neutral
→
Buy
|
—
|
$79.9B
|
$487.50
|
+1.4%
|
+1.1%
|
+1.2%
|
-0.3%
|
+1.1%
|
+1.3%
|
|
ORLY
|
Consumer Cyclical |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$79.1B
|
$95.14
|
-0.3%
|
-2.4%
|
-0.1%
|
-1.1%
|
-0.9%
|
+0.8%
|
|
NOC
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$78.4B
|
$575.79
|
-0.4%
|
-1.2%
|
-0.8%
|
-0.8%
|
+1.6%
|
+2.8%
|
|
ITW
|
Industrials |
Goldman Sachs |
Downgrade
|
Neutral
→
Sell
|
—
|
$73.6B
|
$258.66
|
-1.4%
|
-3.1%
|
+0.7%
|
-0.5%
|
-0.4%
|
+0.6%
|
|
ROST
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$72.6B
|
$184.28
|
+0.3%
|
-1.0%
|
+0.2%
|
-0.1%
|
-0.1%
|
-0.9%
|
|
NSC
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$70.4B
|
$299.49
|
+0.0%
|
-1.8%
|
+0.1%
|
-0.9%
|
-0.1%
|
+0.1%
|
|
FIX
|
Industrials |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$68.4B
|
$968.48
|
+1.7%
|
+0.0%
|
-8.7%
|
+3.9%
|
+2.4%
|
+1.1%
|
|
LITE
|
Technology |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$63.7B
|
$334.69
|
-2.6%
|
-5.5%
|
+1.3%
|
+5.3%
|
+10.2%
|
+5.0%
|
|
AZO
|
Consumer Cyclical |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$58.6B
|
$3488.71
|
-0.7%
|
-2.0%
|
-0.7%
|
+1.0%
|
-1.0%
|
+0.6%
|
|
LHX
|
Industrials |
Morgan Stanley |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$56.1B
|
$288.53
|
+0.7%
|
-2.0%
|
-1.5%
|
+1.4%
|
+1.7%
|
+2.7%
|
|
TER
|
Technology |
Goldman Sachs |
Upgrade
|
Sell
→
Buy
|
—
|
$55.4B
|
$194.70
|
-0.2%
|
-1.2%
|
-3.7%
|
+2.8%
|
+2.5%
|
+1.0%
|
|
ALL
|
Financial Services |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$55.0B
|
$211.94
|
-0.6%
|
-1.1%
|
-0.2%
|
-2.0%
|
+0.0%
|
+1.6%
|
|
MCHP
|
Technology |
Cantor Fitzgerald |
Upgrade
|
Neutral
→
Overweight
|
—
|
$55.0B
|
$67.18
|
+2.7%
|
-1.9%
|
-2.9%
|
+0.1%
|
+1.3%
|
+2.0%
|
|
SNOW
|
Technology |
Freedom Broker |
Maintains
|
Buy
→
Buy
|
—
|
$53.2B
|
$215.28
|
-1.3%
|
+2.5%
|
-2.0%
|
+2.3%
|
+0.5%
|
+2.0%
|
|
VST
|
Utilities |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$52.1B
|
$168.25
|
-1.0%
|
+3.1%
|
-7.8%
|
+3.9%
|
-1.9%
|
-0.9%
|
|
ROK
|
Industrials |
Goldman Sachs |
Upgrade
|
Sell
→
Neutral
|
—
|
$50.4B
|
$401.65
|
+1.7%
|
-0.1%
|
-2.9%
|
+0.5%
|
+1.1%
|
+0.7%
|
|
ARGX
|
Healthcare |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$48.7B
|
$850.95
|
+0.4%
|
+0.1%
|
+1.2%
|
-1.7%
|
+0.9%
|
-0.3%
|
|
EW
|
Healthcare |
Baird |
Maintains
|
Neutral
→
Neutral
|
—
|
$47.7B
|
$83.38
|
-0.3%
|
+2.3%
|
-0.6%
|
-0.0%
|
+1.0%
|
+1.0%
|
|
TEVA
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$41.9B
|
$30.13
|
+0.0%
|
-0.1%
|
-0.1%
|
+0.9%
|
+0.1%
|
+2.8%
|
|
ODFL
|
Industrials |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$41.3B
|
$157.46
|
+0.8%
|
-0.3%
|
-0.8%
|
+1.8%
|
-0.7%
|
+1.2%
|
|
AIG
|
Financial Services |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$40.5B
|
$86.30
|
-0.0%
|
-2.0%
|
+1.9%
|
+0.1%
|
-0.2%
|
+0.5%
|
|
CCI
|
Real Estate |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$39.7B
|
$89.49
|
-0.2%
|
-1.8%
|
+0.4%
|
-1.5%
|
-0.9%
|
+0.4%
|
|
CCL
|
Consumer Cyclical |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$37.4B
|
$28.60
|
+0.2%
|
-1.4%
|
-0.6%
|
+1.1%
|
+9.8%
|
+3.5%
|
|
ADM
|
Consumer Defensive |
Morgan Stanley |
Downgrade
|
Equal Weight
→
Underweight
|
—
|
$37.4B
|
$60.20
|
-2.4%
|
-3.7%
|
+1.0%
|
-0.4%
|
-0.1%
|
-0.7%
|