|
GOOG
|
Communication Services |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$4.8T
|
$334.47
|
+0.4%
|
-0.5%
|
+1.5%
|
+0.3%
|
-1.2%
|
+1.0%
|
|
MSFT
|
Technology |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$3.1T
|
$411.22
|
+2.1%
|
+2.2%
|
+2.8%
|
+1.7%
|
+3.1%
|
+5.3%
|
|
AMZN
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$248.50
|
+0.0%
|
+0.5%
|
+0.8%
|
-0.1%
|
+0.6%
|
+2.8%
|
|
TSM
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$2.1T
|
$375.10
|
-1.7%
|
-3.1%
|
-1.2%
|
-2.4%
|
-1.9%
|
+3.3%
|
|
AVGO
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.0T
|
$396.72
|
-0.4%
|
+0.4%
|
+2.5%
|
+0.7%
|
+1.4%
|
+6.5%
|
|
AMD
|
Technology |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$665.4B
|
$258.12
|
+2.7%
|
+7.8%
|
+7.9%
|
+6.5%
|
+10.2%
|
+17.6%
|
|
ASML
|
Technology |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$584.4B
|
$1481.77
|
-1.9%
|
-4.8%
|
-1.5%
|
-0.4%
|
-1.5%
|
-2.6%
|
|
INTC
|
Technology |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$550.9B
|
$64.94
|
-0.0%
|
+5.5%
|
+5.5%
|
+1.2%
|
+2.0%
|
+0.5%
|
|
BAC
|
Financial Services |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$54.32
|
-0.5%
|
-1.5%
|
-0.8%
|
-0.7%
|
-1.5%
|
-2.2%
|
|
BAC
|
Financial Services |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$374.2B
|
$54.32
|
-0.5%
|
-1.5%
|
-0.8%
|
-0.7%
|
-1.5%
|
-2.2%
|
|
BAC
|
Financial Services |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$374.2B
|
$54.32
|
-0.5%
|
-1.5%
|
-0.8%
|
-0.7%
|
-1.5%
|
-2.2%
|
|
BAC
|
Financial Services |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$54.32
|
-0.5%
|
-1.5%
|
-0.8%
|
-0.7%
|
-1.5%
|
-2.2%
|
|
BAC
|
Financial Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$54.32
|
-0.5%
|
-1.5%
|
-0.8%
|
-0.7%
|
-1.5%
|
-2.2%
|
|
BAC
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$54.32
|
-0.5%
|
-1.5%
|
-0.8%
|
-0.7%
|
-1.5%
|
-2.2%
|
|
CSCO
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$363.9B
|
$82.36
|
-0.3%
|
+2.6%
|
+4.7%
|
+6.5%
|
+8.9%
|
+9.0%
|
|
PLTR
|
Technology |
DA Davidson |
Maintains
|
Neutral
→
Neutral
|
—
|
$314.0B
|
$142.15
|
+1.5%
|
+0.4%
|
+3.0%
|
+2.6%
|
+2.7%
|
+7.4%
|
|
MS
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
MS
|
Financial Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
MS
|
Financial Services |
Citizens |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
MS
|
Financial Services |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
MS
|
Financial Services |
Goldman Sachs |
Maintains
|
Neutral
→
Neutral
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
MS
|
Financial Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
MS
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$302.0B
|
$191.62
|
-0.4%
|
-2.2%
|
-1.5%
|
-0.5%
|
-1.2%
|
-0.3%
|
|
GEV
|
Utilities |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$281.0B
|
$985.92
|
-0.3%
|
-0.8%
|
+1.7%
|
+0.4%
|
+0.5%
|
+14.4%
|
|
GEV
|
Utilities |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$281.0B
|
$985.92
|
-0.3%
|
-0.8%
|
+1.7%
|
+0.4%
|
+0.5%
|
+14.4%
|
|
ARM
|
Technology |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$226.5B
|
$159.34
|
+0.4%
|
+1.9%
|
+4.6%
|
+9.9%
|
+10.1%
|
+23.4%
|
|
AXP
|
Financial Services |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$217.4B
|
$329.06
|
-0.1%
|
-1.0%
|
+0.8%
|
+0.2%
|
+0.2%
|
+1.2%
|
|
IBM
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$217.4B
|
$244.80
|
+1.6%
|
+2.5%
|
+3.5%
|
+3.6%
|
+4.4%
|
+2.9%
|
|
QCOM
|
Technology |
JP Morgan |
Downgrade
|
Overweight
→
Neutral
|
—
|
$213.6B
|
$133.05
|
-0.9%
|
+1.1%
|
+2.4%
|
+3.4%
|
+1.9%
|
+2.3%
|
|
ANET
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$178.5B
|
$154.33
|
+1.0%
|
+4.3%
|
+6.4%
|
+8.1%
|
+12.0%
|
+15.2%
|
|
STX
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$171.8B
|
$519.60
|
-1.5%
|
+2.3%
|
+5.4%
|
+3.9%
|
+7.8%
|
+11.6%
|
|
APH
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$167.9B
|
$146.98
|
+0.0%
|
+1.3%
|
+2.8%
|
+4.0%
|
+3.4%
|
+0.8%
|
|
WDC
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$159.8B
|
$365.00
|
-0.7%
|
-0.9%
|
+2.1%
|
+2.5%
|
+5.2%
|
+6.6%
|
|
GLW
|
Technology |
JP Morgan |
Downgrade
|
Overweight
→
Neutral
|
—
|
$156.7B
|
$168.27
|
-2.9%
|
-1.3%
|
-2.3%
|
-1.7%
|
-1.7%
|
+0.3%
|
|
DELL
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$155.4B
|
$177.28
|
+1.3%
|
+8.9%
|
+10.9%
|
+15.2%
|
+19.8%
|
+21.1%
|
|
DELL
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$155.4B
|
$177.28
|
+1.3%
|
+8.9%
|
+10.9%
|
+15.2%
|
+19.8%
|
+21.1%
|
|
MRVL
|
Technology |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$139.8B
|
$134.60
|
-1.7%
|
-0.9%
|
+3.8%
|
+9.8%
|
+12.4%
|
+16.9%
|
|
COF
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$119.2B
|
$202.98
|
+0.3%
|
-1.1%
|
+1.7%
|
+1.3%
|
-0.2%
|
-1.7%
|
|
PGR
|
Financial Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$114.5B
|
$201.23
|
-0.1%
|
+1.1%
|
+0.7%
|
+1.3%
|
+3.1%
|
+0.7%
|
|
PGR
|
Financial Services |
BMO Capital |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$114.5B
|
$201.23
|
-0.1%
|
+1.1%
|
+0.7%
|
+1.3%
|
+3.1%
|
+0.7%
|
|
PGR
|
Financial Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$114.5B
|
$201.23
|
-0.1%
|
+1.1%
|
+0.7%
|
+1.3%
|
+3.1%
|
+0.7%
|
|
EQIX
|
Real Estate |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$105.2B
|
$1052.98
|
-0.2%
|
+1.7%
|
+3.4%
|
+4.8%
|
+3.9%
|
+4.7%
|
|
EQIX
|
Real Estate |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$105.2B
|
$1052.98
|
-0.2%
|
+1.7%
|
+3.4%
|
+4.8%
|
+3.9%
|
+4.7%
|
|
NOW
|
Technology |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$96.5B
|
$94.19
|
+3.6%
|
+2.4%
|
+2.6%
|
+5.9%
|
+6.3%
|
+9.4%
|
|
NOW
|
Technology |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$96.5B
|
$94.19
|
+3.6%
|
+2.4%
|
+2.6%
|
+5.9%
|
+6.3%
|
+9.4%
|
|
NOW
|
Technology |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$96.5B
|
$94.19
|
+3.6%
|
+2.4%
|
+2.6%
|
+5.9%
|
+6.3%
|
+9.4%
|
|
MAR
|
Consumer Cyclical |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$93.3B
|
$363.74
|
+0.3%
|
-0.4%
|
+3.9%
|
+4.1%
|
+3.2%
|
+0.9%
|
|
WM
|
Industrials |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$88.9B
|
$224.93
|
+0.7%
|
-0.4%
|
-0.4%
|
-0.3%
|
-0.7%
|
-0.4%
|
|
PNC
|
Financial Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$88.5B
|
$222.06
|
-0.1%
|
-0.9%
|
+1.2%
|
+2.2%
|
+2.7%
|
+1.4%
|
|
PNC
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$88.5B
|
$222.06
|
-0.1%
|
-0.9%
|
+1.2%
|
+2.2%
|
+2.7%
|
+1.4%
|