our coverage

 

companies we follow

Shawn Harrison - AAPL, APH, ARW, AVT, AXE, BDC, BGC, COMM, DIOD, FCS, LFUS, ON, PLXS, ST, TEL, VSH

companies we follow

Joseph Wittine - COHR, DDD, EFII, FIT, GPRO, GRMN, IPGP, NMBL, NTAP, SSYS, STX, TDC, TRMB, WDC