Honeywell International Inc. is a global leader in diversified technology and manufacturing. As sectors like aerospace and construction undergo rapid changes, there's a demand for solutions that boost efficiency while prioritizing safety. Honeywell delivers everything from advanced avionics systems for aircraft to energy-efficient building solutions....
ON Semiconductor is a semiconductor supplier based in Scottsdale, Arizona. Known as “onsemi” for short, this Knowledge Leader is a global leader in intelligent power and sensing solutions for industries ranging from automotive to industrial, and from 5G & cloud power to medical solutions. Founded in...
Enphase Energy is revolutionizing the solar industry, one micro-inverter at a time. This Knowledge Leader stands as a beacon in the renewable energy sector, with its mission centered around harnessing the power of the sun to create a sustainable future. Established in Fremont, California, this...
IBM, short for International Business Machines, is a global technology leader specializing in quantum computing, artificial intelligence, and cloud solutions. This Knowledge Leader provides the consulting, software, and infrastructure that brings together the technologies and services to address business challenges. CEO Arvind Krishna has said,...
Alphabet Inc., the umbrella organization encompassing Google, is a global conglomerate that has revolutionized the world by organizing information and making it universally accessible and beneficial. The company's array of products, from Google Search to Google Maps, Gmail, and Google Cloud, are all designed to...
Aptly known as the "Customer Company," Salesforce has a mission to build bridges between companies and customers, fostering meaningful connections that drive business success. Based in San Francisco, California, Salesforce is the global leader in customer relationship management (CRM) software. This Knowledge Leader recognizes that...
Headquartered in Santa Clara, California, Nvidia is a trailblazer of accelerated computing. This Knowledge Leader has been instrumental in revolutionizing today’s technology landscape in a range of areas from enhancing graphics for immersive gaming experiences to turbocharging scientific research and steering the future of autonomous...
Amazon is the world's largest online retailer and a prominent player in the field of cloud services, digital streaming, and artificial intelligence. This Knowledge Leader has redefined the landscape of e-commerce and technology. At its core, Amazon seeks to solve the problem of accessibility and convenience...
One metric I look at fairly often for various countries is the relationship between the performance of stocks vs. bonds. The idea is straightforward enough: when stocks are outperforming bonds, it tends to be associated with a growing economy. When bonds are outperforming stocks, it...
Credit conditions are tightening in both Europe and the United States. Our analysis follows in our mid-quarter update, Tightening Credit. Prefer to download this presentation in PDF? Please click here. 1. Summary -Credit conditions in both Europe and the United States tightened significantly recently. -We had our AI engine...
GoodRx is a leading digital platform for consumer health care. It was founded on the belief that everyone deserves affordable and convenient health care in a country where prescription drug prices are not regulated, and the cost of prescriptions can differ significantly depending on the...
For decades since the end of the Cold War there have been very limited restrictions on foreign investments by US investors compared to those of other countries. This has allowed US investors to transact in a wide array of international investment options. Indeed, following the...
The US Purchasing Managers Composite Index (PMI) increased in January to 46.6 from 45 in December, representing a slowing economy but slightly less pessimistic than expected and better than the month before. As a preliminary release for January, this US PMI report gives investors the...
We believe highly innovative companies, when accounted for properly, are cheaper than their non-innovative peers in all regions of the world. Below in our Mid-Quarter Update, we map the spheres of innovation in the developed world. Prefer to download this presentation in PDF? Please click here. 1.Summary We...
Irvine, California-based Masimo makes non-invasive patient monitoring, measuring and sensing technologies that improve patient care in the hospital, the home, and on the go. When the COVID-19 pandemic hit, Masimo found itself in a unique position to support the urgent needs of both clinicians and patients...
