|
NVDA
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$133.57
|
+2.3%
|
+3.1%
|
+2.3%
|
+4.4%
|
+0.1%
|
-3.1%
|
|
TSM
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.0T
|
$214.79
|
+0.2%
|
-1.5%
|
+3.4%
|
+2.1%
|
+0.6%
|
-1.2%
|
|
AVGO
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.0T
|
$229.41
|
+3.3%
|
+3.5%
|
+1.2%
|
+0.2%
|
-0.3%
|
+1.8%
|
|
AMD
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$732.2B
|
$118.44
|
+2.0%
|
+2.5%
|
+0.7%
|
+1.2%
|
-0.6%
|
-0.2%
|
|
INTC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$538.0B
|
$19.67
|
+8.1%
|
+9.3%
|
+1.3%
|
+0.4%
|
-1.3%
|
-3.4%
|
|
UNH
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$354.2B
|
$510.59
|
-1.0%
|
-0.2%
|
+3.0%
|
-1.0%
|
+1.9%
|
+0.5%
|
|
KO
|
Consumer Defensive |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$353.3B
|
$62.25
|
+0.1%
|
+0.7%
|
-0.5%
|
-1.0%
|
-0.4%
|
+0.6%
|
|
LRCX
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$352.7B
|
$79.22
|
+2.8%
|
+1.4%
|
+1.5%
|
+2.1%
|
-2.4%
|
-1.9%
|
|
PG
|
Consumer Defensive |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$346.8B
|
$160.50
|
-0.5%
|
+0.4%
|
+0.4%
|
+1.9%
|
+0.9%
|
-1.2%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$186.48
|
+3.5%
|
+3.0%
|
+0.4%
|
+1.4%
|
-2.5%
|
-2.1%
|
|
MS
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$302.0B
|
$135.81
|
+0.3%
|
+1.5%
|
-0.4%
|
-0.9%
|
+1.3%
|
+0.0%
|
|
ARM
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$272.9B
|
$147.52
|
+1.1%
|
+1.2%
|
+4.0%
|
+15.9%
|
-7.4%
|
-2.4%
|
|
KLAC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$747.26
|
+2.1%
|
+1.4%
|
+1.3%
|
+0.6%
|
-1.4%
|
-1.5%
|
|
QCOM
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$216.1B
|
$161.43
|
+2.4%
|
+1.9%
|
+1.6%
|
+1.8%
|
+2.4%
|
-1.3%
|
|
PEP
|
Consumer Defensive |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$206.5B
|
$146.54
|
+0.8%
|
+1.2%
|
+0.2%
|
-0.3%
|
+0.4%
|
+0.3%
|
|
ADI
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$197.7B
|
$215.02
|
+2.6%
|
+1.9%
|
+1.0%
|
+1.2%
|
+1.9%
|
-4.8%
|
|
WDC
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$163.6B
|
$48.55
|
+1.7%
|
+1.2%
|
+3.7%
|
+1.8%
|
+0.1%
|
-1.8%
|
|
MRVL
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$153.3B
|
$117.58
|
+2.0%
|
+6.1%
|
-0.8%
|
+1.2%
|
+0.7%
|
-1.6%
|
|
HON
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$139.6B
|
$222.69
|
+1.9%
|
-0.0%
|
+1.1%
|
-0.9%
|
+1.2%
|
-1.8%
|
|
CSX
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$85.9B
|
$32.97
|
+1.2%
|
-0.7%
|
+1.6%
|
-0.1%
|
+1.3%
|
-2.9%
|