ABB Ltd
Industrial Engineering and Technology · Switzerland
ET&A sees limited reason to buy aggressively or sell at the current price.
AbbVie Inc
Pharmaceuticals · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
ACWA Power Company
Utilities · Saudi Arabia
ET&A sees limited reason to buy aggressively or sell at the current price.
Adobe Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Advanced Micro Devices Inc
Semiconductors · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Advantest Corporation
Semiconductors · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
AIA Group Ltd
Insurance/Financial Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Air Liquide S.A.
Industrial Gases · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Airbnb Inc
Travel Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Airbus SE
Aerospace/Defence · Europe
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Al Rajhi Bank
Banking · Saudi Arabia
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Alibaba Group Holding Ltd
Internet Retail · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Allianz SE
Insurance · Germany
ET&A sees limited reason to buy aggressively or sell at the current price.
Alphabet Inc
Technology · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Amazon.com Inc
Internet Retail/Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
American Express Co
Credit Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Amgen Inc
Healthcare / Biotech · United States
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Amkor Technology Inc
Semiconductor Equipment · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Apollo Global Management Inc
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Apple Inc
Consumer Electronics · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Applied Materials
Semiconductor Equipment · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Applied Optoelectronics Inc
Communications Equipment · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Arista Networks, Inc
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
ASE Technology Holding Co Ltd
Semiconductor · Taiwan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
ASML Holding N.V.
Semiconductor Equipment · Netherlands
ET&A sees significant upside from the current price with an attractive risk/reward profile.
AstraZeneca plc
Pharmaceuticals · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Atlassian Corp
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
BAE Systems plc
Aerospace/Defence · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Baidu Inc
Communication Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Bajaj Finance Limited
Financial Services · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Banco Santander S.A.
Banking · Spain
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Bank of America Corporation
Banking · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Bharti Airtel Limited
Telecommunications · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
BHP Group Limited
Mining · Australia
ET&A sees limited reason to buy aggressively or sell at the current price.
BlackBerry Limited
Technology · Canada
ET&A sees limited reason to buy aggressively or sell at the current price.
BlackRock Inc
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Blackstone Inc
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Boeing Company
Aerospace/Defence · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Booking Holdings Inc
Travel Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Broadcom Inc
Semiconductors · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Brookfield Asset Management
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
BYD
Automobile · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Capital One Financial Corp
Credit Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Capitec Bank Holdings Limited
Banking · South Africa
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Caterpillar Inc
Industrial Machinery · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Charles Schwab Corporation
Capital Markets · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Cisco Systems Inc
Technology/Communications · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Citigroup Inc
Banks · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Cloudflare Inc
Software · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
CLSK
Financial Services · United States
ET&A sees limited reason to buy aggressively or sell at the current price.
Contemporary Amperex Technology Co Ltd
Electric Equipment · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
CoreWeave Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Costco Wholesale Corp
Discount Stores · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Credo Technology Group
Technology Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Crowdstrike Holdings Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Danaher Corporation
Life Sciences · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Dassault Aviation SA
Aerospace & Defence · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Datadog, Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Deere & Co.
Industrials · United States
ET&A sees limited reason to buy aggressively or sell at the current price.
Dell Technologies Inc
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Eaton Corporation plc
Industrial Machinery · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Eli Lilly and Co
Pharmaceuticals · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Embraer S.A.
Aerospace & Defence · Brazil
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Fast Retailing Co.
Retail · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Ferrari N.V.
Automobile Manufacturer · Italy
ET&A likes the company but would prefer investors to build exposure gradually.
Fortinet Inc
Software · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
GE Vernova Inc
Industrial Machinery · USA
ET&A likes the company but would prefer investors to build exposure gradually.
General Dynamics Corporation
Aerospace & Defence · USA
ET&A likes the company but would prefer investors to build exposure gradually.
General Electric Co
Aerospace & Defence · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Goldman Sachs Group Inc.
Capital Markets · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Greenland Energy Company
Oil & Gas · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Greenland Mines Ltd
Mining · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Hermes International SCA
Luxury Goods · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Hitachi Ltd
Conglomerate · Japan
ET&A likes the company but would prefer investors to build exposure gradually.
Honeywell Technologies Inc
Conglomerate · USA
ET&A likes the company but would prefer investors to build exposure gradually.
ICICI Bank Limited
Banking · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Industria de Diseño Textil S.A.
Apparel Retail · Spain
ET&A likes the company but would prefer investors to build exposure gradually.
Infosys Limited
Information Technology Services · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Intel Corp
Semiconductors · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Intercontinental Exchange Inc
Financial Data · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Intuit Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
IONQ Inc
Quantum Computing · USA
ET&A likes the company but would prefer investors to build exposure gradually.
JD.com Inc
Internet Retail · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Keyence Corporation
Industrial Automation · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Kia Corporation
Automobile · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
KKR & Co Inc
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Kuaishou Technology
Internet Content · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
L’Oréal S.A.
Household & Personal Products · France
ET&A likes the company but would prefer investors to build exposure gradually.
L3Harris Technologies Inc
Aerospace & Defence · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Larsen & Toubro Limited
Construction · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Li Auto Inc
Automobile · China
ET&A likes the company but would prefer investors to build exposure gradually.
Linde plc
Industrial Gases · Multinational
ET&A likes the company but would prefer investors to build exposure gradually.
London Stock Exchange Group Plc
Stock Exchange · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Mahindra & Mahindra Limited
Automobile · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Marvell Technology Inc
Semiconductors · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Mastercard Inc
Credit Services · USA
ET&A likes the company but would prefer investors to build exposure gradually.
McKesson
Healthcare / Distribution · United States
ET&A sees limited reason to buy aggressively or sell at the current price.
Meituan
Internet Retail · Hong Kong
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Mercado Libre Inc
Internet Retail · Argentina
ET&A likes the company but would prefer investors to build exposure gradually.
Merck & Co. Inc
Pharmaceuticals · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Meta Platforms Inc
Internet Communication/Information · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Micron Technology Inc
Technology/Semiconductors · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Microsoft Corporation
Technology · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Moody’s Corporation
Financial Data · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Morgan Stanley
Financial Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
MP Materials Corp
Mining · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
MTN Group Limited
Telecommunications · South Africa
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Nebius Group NV
Technology · Netherlands
ET&A sees significant upside from the current price with an attractive risk/reward profile.
NetEase Inc.
Gaming & Multimedia · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Netflix Inc
Entertainment · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
NextEra Energy Inc
Utilities · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Nintendo Co Ltd
Electronic Gaming · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Nokia
Technology/Communication · Finland
ET&A sees limited reason to buy aggressively or sell at the current price.
Northrop Grumman Corp
Aerospace/Defence · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Novartis AG
Pharmaceuticals · Switzerland
ET&A likes the company but would prefer investors to build exposure gradually.
Novo Nordisk A/S
Pharmaceuticals · Denmark
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Nvidia Corp
Semiconductors · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Oracle Corp
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Palantir Technologies Inc
Technology/Software · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Palo Alto Networks Inc
Software · USA
ET&A likes the company but would prefer investors to build exposure gradually.
PDD Holdings Inc
Internet Retail · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Penguin Solutions Inc
Information Technology Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Pfizer Inc
Healthcare / Pharma · United States
ET&A sees limited reason to buy aggressively or sell at the current price.
Prosus N.V.
Retail · Netherlands
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Qualcomm Inc
Semiconductors · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Reliance Industries Limited
Oil & Gas · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Rheinmetall AG
Aerospace & Defence · Germany
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Roche Holding AG
Pharmaceuticals · Switzerland
ET&A likes the company but would prefer investors to build exposure gradually.
Rolls-Royce Holdings PLC
Aerospace & Defence · United Kingdom
ET&A likes the company but would prefer investors to build exposure gradually.
RTX Corporation
Aerospace & Defence · USA
ET&A likes the company but would prefer investors to build exposure gradually.
S&P Global Inc
Financial Data · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Safran S.A.
Aerospace & Defence · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Salesforce Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Samsung Electronics Co
Technology · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
SanDisk Corp
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
SAP SE
Software · Germany
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Schneider Electric SE
Industrial Machinery · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
ServiceNow Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Shopify Inc
Software · Canada
ET&A likes the company but would prefer investors to build exposure gradually.
Siemens AG
Industrial Machinery · Germany
ET&A sees significant upside from the current price with an attractive risk/reward profile.
SK hynix Inc
Semiconductors · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Snowflake Inc
Software · USA
ET&A likes the company but would prefer investors to build exposure gradually.
SoftBank Group Corp
Telecommunications · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Sony Group Corporation
Consumer Electronics · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Space Exploration Technologies Corp (SpaceX)
Aerospace & Defence · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Spotify Technology SA
Internet Content · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Standard Chartered PLC
Banking · United Kingdom
ET&A sees limited reason to buy aggressively or sell at the current price.
State Bank of India
Banking · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Super Micro Computer Inc
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Taiwan Semiconductor Manufacturing Company Limited (TSM)
Semiconductors · Taiwan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Take-Two Interactive Software Inc
Gaming & Multimedia · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Tata Motors Limited
Automobile · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Tencent Holdings Ltd
Communications Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Tesco
Consumer Staples / Retail · United Kingdom
ET&A likes the company but would prefer investors to build exposure gradually.
Tesla Inc
Automobile · USA
ET&A believes the current valuation or risk profile makes a smaller position more appropriate.
Texas Instruments Incorporated
Semiconductors · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Thermo Fisher Scientific Inc
Life Sciences · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Tokyo Electron Limited
Semiconductors · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Toyota Motor Corporation
Automobile · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Trip.com Group
Travel Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Uber Technologies Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
USA Rare Earth Inc
Mining · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Vertiv Holdings Co
Electric Equipment · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Visa Inc.
Credit Services · USA
ET&A likes the company but would prefer investors to build exposure gradually.