Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Airlines
Alaska Air Group, Inc.
ALK
Duane Pfennigwerth
Airlines
Allegiant Travel Company
ALGT
Duane Pfennigwerth
Airlines
American Airlines Group Inc.
AAL
Duane Pfennigwerth
Airlines
Copa Holdings, S.A.
CPA
Duane Pfennigwerth
Airlines
Delta Air Lines, Inc.
DAL
Duane Pfennigwerth
Airlines
Gol Intelligent Airlines Inc.
GOL
Duane Pfennigwerth
Airlines
JetBlue Airways Corporation
JBLU
Duane Pfennigwerth
Airlines
LATAM Airlines Group S.A.
LFL
Duane Pfennigwerth
Airlines
Republic Airways Holdings Inc.
RJET
Duane Pfennigwerth
Airlines
Ryanair Holdings plc
RYAAY
Duane Pfennigwerth
Airlines
SkyWest, Inc.
SKYW
Duane Pfennigwerth
Airlines
Southwest Airlines Co.
LUV
Duane Pfennigwerth
Airlines
Spirit Airlines, Inc.
SAVE
Duane Pfennigwerth
Airlines
United Continental Holdings, Inc.
UAL
Duane Pfennigwerth
Airlines
Volaris
VLRS
Duane Pfennigwerth
Auto Dealers
Asbury Automotive Group, Inc.
ABG
Michael Montani
Auto Dealers
AutoNation, Inc.
AN
Michael Montani
Auto Dealers
Group 1 Automotive Inc.
GPI
Michael Montani
Auto Dealers
Lithia Motors Inc.
LAD
Michael Montani
Auto Dealers
Penske Automotive Group, Inc.
PAG
Michael Montani
Auto Dealers
Sonic Automotive Inc.
SAH
Michael Montani
Biotechnology
Acorda Therapeutics Inc
ACOR
Mark Schoenebaum
Biotechnology
Amgen Inc
AMGN
Mark Schoenebaum
Biotechnology
Axovant Sciences Ltd.
AXON
Mark Schoenebaum
Biotechnology
Biogen Idec Inc
BIIB
Mark Schoenebaum
Biotechnology
BioMarin Pharmaceutical Inc.
BMRN
Mark Schoenebaum
Biotechnology
Celgene Corp
CELG
Mark Schoenebaum
Biotechnology
Gilead Sciences Inc
GILD
Mark Schoenebaum
Biotechnology
NovoCure Limited
NVCR
Mark Schoenebaum
Biotechnology
Pfenex Inc.
PFNX
Mark Schoenebaum
Biotechnology
Regeneron Pharmaceuticals, Inc.
REGN
Mark Schoenebaum
Biotechnology
United Therapeutics Corp
UTHR
Mark Schoenebaum
Biotechnology
Vertex Pharmaceuticals Inc
VRTX
Mark Schoenebaum
Brokers & Asset Managers
Charles Schwab Corp.
SCHW
Chris Allen
Brokers & Asset Managers
E*Trade Financial Corp.
ETFC
Chris Allen
Brokers & Asset Managers
Interactive Brokers Group Inc.
IBKR
Chris Allen
Brokers & Asset Managers
Raymond James Financial, Inc.
RJF
Chris Allen
Brokers & Asset Managers
Stifel Financial Corp.
SF
Chris Allen
Brokers & Asset Managers
TD Ameritrade Holding Corp.
AMTD
Chris Allen
Brokers, Banks & Asset Managers
Apollo Global Management, LLC
APO
Glenn Schorr
Brokers, Banks & Asset Managers
Bank of America Corporation
BAC
Glenn Schorr
Brokers, Banks & Asset Managers
Bank of New York Mellon Corp.
BK
Glenn Schorr
Brokers, Banks & Asset Managers
BlackRock, Inc.
BLK
Glenn Schorr
Brokers, Banks & Asset Managers
Citigroup, Inc.
C
Glenn Schorr
Brokers, Banks & Asset Managers
Cohen & Steers Inc.
CNS
Glenn Schorr
Brokers, Banks & Asset Managers
Eaton Vance
EV
Glenn Schorr
Brokers, Banks & Asset Managers
Franklin Resources, Inc.
BEN
Glenn Schorr
Brokers, Banks & Asset Managers
Goldman Sachs Group Inc.
GS
Glenn Schorr
Brokers, Banks & Asset Managers
Invesco Ltd.
IVZ
Glenn Schorr
Brokers, Banks & Asset Managers
JPMorgan Chase & Co.
JPM
Glenn Schorr
Brokers, Banks & Asset Managers
KKR & Co., L.P.
KKR
Glenn Schorr
Brokers, Banks & Asset Managers
Legg Mason, Inc.
LM
Glenn Schorr
Brokers, Banks & Asset Managers
Morgan Stanley
MS
Glenn Schorr
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Brokers, Banks & Asset Managers
Northern Trust Corp.
NTRS
Glenn Schorr
Brokers, Banks & Asset Managers
State Street Corp.
STT
Glenn Schorr
Brokers, Banks & Asset Managers
T. Rowe Price Group, Inc.
TROW
Glenn Schorr
Brokers, Banks & Asset Managers
The Blackstone Group, L.P.
BX
Glenn Schorr
Brokers, Banks & Asset Managers
The Carlyle Group, L.P.
CG
Glenn Schorr
Brokers, Banks & Asset Managers
Waddell & Reed
WDR
Glenn Schorr
Cable & Satellite
Cablevision Systems Corporation
CVC
Vijay Jayant
Cable & Satellite
Charter Communications, Inc.
CHTR
Vijay Jayant
Cable & Satellite
Comcast Corporation
CMCSA
Vijay Jayant
Cable & Satellite
DISH Network Corporation
DISH
Vijay Jayant
Cable & Satellite
Liberty Broadband Corporation
LBRDA
Vijay Jayant
Cable & Satellite
Liberty Global, Inc.
LBTYK
Vijay Jayant
Cable & Satellite
Liberty Latin America and the Caribbean Group
LILAK
David Joyce
Cable & Satellite
Liberty Media Corporation
LMCA
Vijay Jayant
Cable & Satellite
Sirius XM Radio Inc.
SIRI
Vijay Jayant
Cable & Satellite
Time Warner Cable Inc.
TWC
Vijay Jayant
Computer Services & IT Consulting
Accenture plc
ACN
David Togut
Computer Services & IT Consulting
Alliance Data Systems Corp.
ADS
David Togut
Computer Services & IT Consulting
Amadeus IT Holdings, S.A.
AMS.MC
David Togut
Computer Services & IT Consulting
American Express Company
AXP
David Togut
Computer Services & IT Consulting
Automatic Data Processing, Inc.
ADP
David Togut
Computer Services & IT Consulting
Broadridge Financial Solutions, Inc.
BR
David Togut
Computer Services & IT Consulting
CDK Global Inc.
CDK
Rayna Kumar
Computer Services & IT Consulting
Cognizant Technology Solutions Corporation
CTSH
David Togut
Computer Services & IT Consulting
DST Systems, Inc.
DST
David Togut
Computer Services & IT Consulting
Equifax, Inc.
EFX
David Togut
Computer Services & IT Consulting
Euronet Worldwide, Inc.
EEFT
Rayna Kumar
Computer Services & IT Consulting
Experian plc
EXPN.L
David Togut
Computer Services & IT Consulting
Fidelity National Information Services, Inc.
FIS
David Togut
Computer Services & IT Consulting
First Data Corp.
FDC
David Togut
Computer Services & IT Consulting
Fiserv, Inc.
FISV
David Togut
Computer Services & IT Consulting
FleetCor Technologies
FLT
David Togut
Computer Services & IT Consulting
Global Payments Inc.
GPN
David Togut
Computer Services & IT Consulting
Intuit Inc.
INTU
David Togut
Computer Services & IT Consulting
Jack Henry & Associates, Inc.
JKHY
David Togut
Computer Services & IT Consulting
MasterCard Incorporated
MA
David Togut
Computer Services & IT Consulting
MoneyGram International Inc.
MGI
Rayna Kumar
Computer Services & IT Consulting
MSCI Inc.
MSCI
David Togut
Computer Services & IT Consulting
Paychex, Inc.
PAYX
David Togut
Computer Services & IT Consulting
Sabre Corporation
SABR
David Togut
Computer Services & IT Consulting
SS&C Technologies Holdings, Inc.
SSNC
Rayna Kumar
Computer Services & IT Consulting
The Western Union Company
WU
Rayna Kumar
Computer Services & IT Consulting
Total System Services, Inc.
TSS
David Togut
Computer Services & IT Consulting
TransUnion
TRU
David Togut
Computer Services & IT Consulting
Travelport Worldwide Limited
TVPT
David Togut
Computer Services & IT Consulting
Vantiv, Inc.
VNTV
David Togut
Computer Services & IT Consulting
Verisk Analytics, Inc.
VRSK
David Togut
Computer Services & IT Consulting
Visa Inc.
V
David Togut
Computer Services & IT Consulting
West Corporation
WSTC
David Togut
Computer Services & IT Consulting
WEX Inc.
WEX
David Togut
Data Center Services
Coresite Realty Corp.
COR
Jonathan Schildkraut
Data Center Services
CyrusOne, Inc.
CONE
Jonathan Schildkraut
Data Center Services
Digital Realty Trust, Inc.
DLR
Jonathan Schildkraut
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Data Center Services
DuPont Fabros Technology, Inc.
DFT
Jonathan Schildkraut
Data Center Services
Equinix, Inc.
EQIX
Jonathan Schildkraut
Data Center Services
InterXion Holding N.V.
INXN
Jonathan Schildkraut
Data Center Services
QTS Realty Trust, Inc.
QTS
Jonathan Schildkraut
Data Center Services
Rackspace Hosting, Inc.
RAX
Jonathan Schildkraut
Data Center Services
TelecityGroup plc
TCY-GB
Jonathan Schildkraut
Entertainment
21st Century Fox
FOXA
Vijay Jayant
Entertainment
AMC Networks Inc.
AMCX
David Joyce
Entertainment
CBS Corporation
CBS
Vijay Jayant
Entertainment
Discovery Communications (DISCA)
DISCA
Vijay Jayant
Entertainment
Lions Gate Entertainment Corp.
LGF
David Joyce
Entertainment
Live Nation Entertainment Inc.
LYV
David Joyce
Entertainment
Madison Square Garden Company
MSG
David Joyce
Entertainment
MSG Networks, Inc.
MSGN
David Joyce
Entertainment
Scripps Networks Interactive, Inc.
SNI
David Joyce
Entertainment
Starz
STRZA
David Joyce
Entertainment
The Walt Disney Company
DIS
Vijay Jayant
Entertainment
Time Warner Inc.
TWX
Vijay Jayant
Entertainment
Viacom Inc. (VIAB)
VIAB
Vijay Jayant
Equity REITs - Healthcare
Community Healthcare Trust
CHCT
Sheila McGrath
Equity REITs - Industrial
First Potomac Realty Trust
FPO
Sheila McGrath
Equity REITs - Industrial
STAG Industrial, Inc.
STAG
Sheila McGrath
Equity REITs - Office
Alexandria Real Estate Equities, Inc.
ARE
Sheila McGrath
Equity REITs - Office
Columbia Property Trust, Inc.
CXP
Sheila McGrath
Equity REITs - Office
New York REIT, Inc.
NYRT
Sheila McGrath
Equity REITs - Triple-Net
Lexington Realty Trust
LXP
Sheila McGrath
Equity REITs - Triple-Net
W. P. Carey Inc.
WPC
Sheila McGrath
Global Automotive
Autoliv, Inc.
ALV
Chris McNally
Global Automotive
BMW
BMW.GR
Arndt Ellinghorst
Global Automotive
BorgWarner Inc.
BWA
Chris McNally
Global Automotive
Continental AG
CON.GY
Chris McNally
Global Automotive
Daimler AG
DAI.GR
Arndt Ellinghorst
Global Automotive
Delphi Automotive PLC
DLPH
Chris McNally
Global Automotive
Ferrari
RACE
George Galliers
Global Automotive
Fiat Chrysler Automobiles
FCA.IM
George Galliers
Global Automotive
Ford Motor Co.
F
George Galliers
Global Automotive
General Motors Company
GM
George Galliers
Global Automotive
Harman International
HAR
Global Automotive
Honda Motor Co.
Global Automotive
Lear Corp.
Global Automotive
Nissan Motor Company
Global Automotive
Peugeot SA
UG.FP
Arndt Ellinghorst
Global Automotive
Porsche SE
PAH3.GY
Arndt Ellinghorst
Global Automotive
Renault SA
RNO.FP
Arndt Ellinghorst
Global Automotive
Tesla Motors, Inc.
TSLA
Global Automotive
Toyota Motor Corp.
Global Automotive
Valeo SA
FR.FP
Chris McNally
Global Automotive
Volkswagen AG
VOW3.GR
Arndt Ellinghorst
Global Beverages
AB-InBev
BUD
Robert Ottenstein
Global Beverages
AmBev
ABEV
Robert Ottenstein
Global Beverages
Brown-Forman
BF/B
Robert Ottenstein
Global Beverages
Coca-Cola Enterprises Inc.
CCE
Robert Ottenstein
Global Beverages
Constellation Brands
STZ
Robert Ottenstein
Chris McNally
7267 Arndt Ellinghorst
LEA
Chris McNally
7201 Arndt Ellinghorst
George Galliers
7203 Arndt Ellinghorst
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Global Beverages
Dr Pepper Snapple Group, Inc.
DPS
Robert Ottenstein
Global Beverages
Molson Coors
TAP
Robert Ottenstein
Global Beverages
Monster Beverage Corporation
MNST
Robert Ottenstein
Global Beverages
PepsiCo, Inc.
PEP
Robert Ottenstein
Global Beverages
SABMiller
SBMRY
Robert Ottenstein
Global Beverages
The Coca-Cola Company
KO
Robert Ottenstein
Healthcare Technology & Distribution
Allscripts
MDRX
Michael Cherny
Healthcare Technology & Distribution
AmerisourceBergen
ABC
Ross Muken
Healthcare Technology & Distribution
athenahealth
ATHN
Michael Cherny
Healthcare Technology & Distribution
Cardinal Health
CAH
Ross Muken
Healthcare Technology & Distribution
Cerner
CERN
Michael Cherny
Healthcare Technology & Distribution
CVS Health
CVS
Ross Muken
Healthcare Technology & Distribution
Express Scripts
ESRX
Ross Muken
Healthcare Technology & Distribution
Henry Schein
HSIC
Michael Cherny
Healthcare Technology & Distribution
Laboratory Corp. of America Holdings
LH
Michael Cherny
Healthcare Technology & Distribution
McKesson
MCK
Ross Muken
Healthcare Technology & Distribution
MedAssets
MDAS
Michael Cherny
Healthcare Technology & Distribution
Patterson Companies
PDCO
Michael Cherny
Healthcare Technology & Distribution
Premier
PINC
Michael Cherny
Healthcare Technology & Distribution
Quality Systems
QSII
Michael Cherny
Healthcare Technology & Distribution
Quest Diagnostics Inc.
DGX
Michael Cherny
Healthcare Technology & Distribution
Rite Aid
RAD
Ross Muken
Healthcare Technology & Distribution
Walgreens Boots Alliance
WBA
Ross Muken
Homebuilding & Building Products
CalAtlantic Group, Inc.
CAA
Stephen East
Homebuilding & Building Products
D.R. Horton Inc.
DHI
Stephen East
Homebuilding & Building Products
Fortune Brands Home & Security
FBHS
Stephen East
Homebuilding & Building Products
KB Home
KBH
Stephen East
Homebuilding & Building Products
Lennar Corporation
LEN
Stephen East
Homebuilding & Building Products
M.D.C. Holdings Inc.
MDC
Stephen East
Homebuilding & Building Products
Masco Corp
MAS
Stephen East
Homebuilding & Building Products
Meritage Homes Corp.
MTH
Stephen East
Homebuilding & Building Products
Mohawk Industries Inc.
MHK
Stephen East
Homebuilding & Building Products
NVR Inc.
NVR
Stephen East
Homebuilding & Building Products
Owens Corning
OC
Stephen East
Homebuilding & Building Products
PulteGroup Inc.
PHM
Stephen East
Homebuilding & Building Products
Taylor Morrison Home Corporation
TMHC
Stephen East
Homebuilding & Building Products
Toll Brothers Inc.
TOL
Stephen East
Integrated Natural Gas & MLPs
Dominion Midstream Partners, LP
DM
Timm Schneider
Integrated Natural Gas & MLPs
Enbridge Inc.
ENB
Timm Schneider
Integrated Natural Gas & MLPs
Energy Transfer Equity, L.P.
ETE
Timm Schneider
Integrated Natural Gas & MLPs
Energy Transfer Partners, L.P.
ETP
Timm Schneider
Integrated Natural Gas & MLPs
EQM Midstream Partners
EQM
Timm Schneider
Integrated Natural Gas & MLPs
MarkWest Energy Partners, L.P.
MWE
Timm Schneider
Integrated Natural Gas & MLPs
MDU Resources Group Inc.
MDU
Timm Schneider
Integrated Natural Gas & MLPs
MPLX LP
MPLX
Timm Schneider
Integrated Natural Gas & MLPs
National Fuel Gas Co.
NFG
Timm Schneider
Integrated Natural Gas & MLPs
ONE Gas
OGS
Timm Schneider
Integrated Natural Gas & MLPs
ONEOK Inc.
OKE
Timm Schneider
Integrated Natural Gas & MLPs
Oneok Partners
OKS
Timm Schneider
Integrated Natural Gas & MLPs
Phillips 66 Partners LP
PSXP
Timm Schneider
Integrated Natural Gas & MLPs
Plains All American Pipeline, L.P.
PAA
Timm Schneider
Integrated Natural Gas & MLPs
Plains GP Holdings, L.P.
PAGP
Timm Schneider
Integrated Natural Gas & MLPs
Questar Corporation
STR
Timm Schneider
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Integrated Natural Gas & MLPs
Shell Midstream Partners, LP
SHLX
Timm Schneider
Integrated Natural Gas & MLPs
Sunoco Logistics Partners LP
SXL
Timm Schneider
Integrated Natural Gas & MLPs
Sunoco LP
SUN
Timm Schneider
Integrated Natural Gas & MLPs
Tallgrass Energy GP, LP
TEGP
Timm Schneider
Integrated Natural Gas & MLPs
Tallgrass Energy Partners, LP
TEP
Timm Schneider
Integrated Natural Gas & MLPs
Tesoro Logistics LP
TLLP
Timm Schneider
Integrated Natural Gas & MLPs
Valero Energy Partners LP
VLP
Timm Schneider
Integrated Natural Gas & MLPs
Williams Companies Inc.
WMB
Timm Schneider
Integrated Natural Gas & MLPs
Williams Partners
WPZ
Timm Schneider
Integrated Oil
BP
BP
Doug Terreson
Integrated Oil
Chevron Corp
CVX
Doug Terreson
Integrated Oil
ConocoPhillips
COP
Doug Terreson
Integrated Oil
Exxon Mobil Corp
XOM
Doug Terreson
Integrated Oil
Hess Corp
HES
Doug Terreson
Integrated Oil
Marathon Petroleum Corp.
MPC
Doug Terreson
Integrated Oil
Occidental Petroleum Corp
OXY
Doug Terreson
Integrated Oil
Phillips 66
PSX
Doug Terreson
Integrated Oil
Royal Dutch Shell PLC
RDS
Doug Terreson
Integrated Oil
Suncor Energy Inc.
SU
Doug Terreson
Integrated Oil
Tesoro Corp
TSO
Doug Terreson
Integrated Oil
Valero Energy Corp
VLO
Doug Terreson
Internet
Alibaba Group
BABA
Ken Sena
Internet
Alphabet, Inc.
GOOGL
Ken Sena
Internet
Amazon.com, Inc.
AMZN.US
Ken Sena
Internet
Criteo SA
CRTO
Andrew McNellis
Internet
eBay Inc.
EBAY
Ken Sena
Internet
Expedia, Inc.
EXPE
Ken Sena
Internet
Facebook Inc.
FB
Ken Sena
Internet
Groupon, Inc.
GRPN
Ken Sena
Internet
LinkedIn Corporation
LNKD
Ken Sena
Internet
Netflix, Inc.
NFLX
Ken Sena
Internet
PayPal Holdings, Inc.
PYPL
Ken Sena
Internet
priceline.com Incorporated
PCLN
Ken Sena
Internet
Rocket Fuel, Inc.
FUEL
Andrew McNellis
Internet
TripAdvisor, Inc.
TRIP
Ken Sena
Internet
Twitter, Inc.
TWTR
Ken Sena
Internet
Yahoo! Inc.
YHOO
Ken Sena
Internet
Yelp, Inc.
YELP
Ken Sena
Large-Cap Banks
BB&T Corporation
BBT
John Pancari
Large-Cap Banks
M&T Bank Corporation
MTB
John Pancari
Large-Cap Banks
Regions Financial Corporation
RF
John Pancari
Large-Cap Banks
SunTrust Banks, Inc.
STI
John Pancari
Life Science Tools & Diagnostics
Agilent
A
Ross Muken
Life Science Tools & Diagnostics
Bruker
BRKR
Ross Muken
Life Science Tools & Diagnostics
Cepheid
CPHD
Vijay Kumar
Life Science Tools & Diagnostics
Charles River
CRL
Ross Muken
Life Science Tools & Diagnostics
Danaher
DHR
Ross Muken
Life Science Tools & Diagnostics
ICON
ICLR
Ross Muken
Life Science Tools & Diagnostics
Illumina
ILMN
Ross Muken
Life Science Tools & Diagnostics
Mettler-Toledo
MTD
Ross Muken
Life Science Tools & Diagnostics
PAREXEL International Corporation
PRXL
Ross Muken
Life Science Tools & Diagnostics
PerkinElmer
PKI
Ross Muken
Life Science Tools & Diagnostics
Qiagen
QGEN
Vijay Kumar
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Life Science Tools & Diagnostics
Quintiles Transnational Holdings Inc.
Q
Ross Muken
Life Science Tools & Diagnostics
Thermo Fisher
TMO
Ross Muken
Life Science Tools & Diagnostics
Waters
WAT
Ross Muken
Lodging C-Corps
Hilton Worldwide Holdings Inc.
HLT
Steve Sakwa
Lodging C-Corps
Hyatt Hotels Corp.
H
Rich Hightower
Lodging C-Corps
Marriott International, Inc.
MAR
Steve Sakwa
Lodging C-Corps
Starwood Hotels & Resorts
HOT
Rich Hightower
Lodging REITS
DiamondRock Hospitality Co.
DRH
Rich Hightower
Lodging REITS
Host Hotels & Resorts
HST
Steve Sakwa
Lodging REITS
LaSalle Hotel Properties
LHO
Rich Hightower
Lodging REITS
Pebblebrook Hotel Trust
PEB
Rich Hightower
Lodging REITS
Strategic Hotels & Resorts, Inc.
BEE
Rich Hightower
Lodging REITS
Sunstone Hotel Investors
SHO
Rich Hightower
Luxury, Apparel & Footwear
Abercrombie & Fitch Co.
ANF
Omar Saad
Luxury, Apparel & Footwear
Adidas
ADS.GR
Omar Saad
Luxury, Apparel & Footwear
Burberry Group plc
BRBY.LN
Omar Saad
Luxury, Apparel & Footwear
Coach Inc.
COH
Omar Saad
Luxury, Apparel & Footwear
Deckers Outdoor Corp.
DECK
Omar Saad
Luxury, Apparel & Footwear
Fast Retailing
9983.JP
Omar Saad
Luxury, Apparel & Footwear
Foot Locker Inc
FL
Omar Saad
Luxury, Apparel & Footwear
Fossil Inc.
FOSL
Omar Saad
Luxury, Apparel & Footwear
Gap Inc.
GPS
Omar Saad
Luxury, Apparel & Footwear
Guess? Inc.
GES
Omar Saad
Luxury, Apparel & Footwear
H&M
HMB.SS
Omar Saad
Luxury, Apparel & Footwear
Hanesbrands Inc.
HBI
Omar Saad
Luxury, Apparel & Footwear
Inditex
ITX.SM
Omar Saad
Luxury, Apparel & Footwear
J.C. Penney Co. Inc.
JCP
Omar Saad
Luxury, Apparel & Footwear
Kering (PPR)
KER.FR
Omar Saad
Luxury, Apparel & Footwear
Kohl's Corp.
KSS
Omar Saad
Luxury, Apparel & Footwear
L Brands, Inc.
LB
Omar Saad
Luxury, Apparel & Footwear
lululemon athletica inc.
LULU
Omar Saad
Luxury, Apparel & Footwear
LVMH
MC.FP
Omar Saad
Luxury, Apparel & Footwear
Macy's, Inc.
M
Omar Saad
Luxury, Apparel & Footwear
Michael Kors Holdings Limited
KORS
Omar Saad
Luxury, Apparel & Footwear
MONCLER
MONC.IM
Omar Saad
Luxury, Apparel & Footwear
NIKE, Inc.
NKE
Omar Saad
Luxury, Apparel & Footwear
Nordstrom Inc.
JWN
Omar Saad
Luxury, Apparel & Footwear
Prada
1913.HK
Omar Saad
Luxury, Apparel & Footwear
PUMA
PUM.GR
Omar Saad
Luxury, Apparel & Footwear
PVH Corp.
PVH
Omar Saad
Luxury, Apparel & Footwear
Ralph Lauren Corp.
RL
Omar Saad
Luxury, Apparel & Footwear
Richemont
CFR.VX
Omar Saad
Luxury, Apparel & Footwear
Ross Stores Inc.
ROST
Omar Saad
Luxury, Apparel & Footwear
Swatch Group
UHR.VX
Omar Saad
Luxury, Apparel & Footwear
Tiffany & Co.
TIF
Omar Saad
Luxury, Apparel & Footwear
TJX Cos.
TJX
Omar Saad
Luxury, Apparel & Footwear
Ulta Salon, Cosmetics & Fragrance, Inc.
ULTA
Matt McGinley
Luxury, Apparel & Footwear
Under Armour Inc.
UA
Omar Saad
Luxury, Apparel & Footwear
Urban Outfitters Inc.
URBN
Omar Saad
Luxury, Apparel & Footwear
VF Corp.
VFC
Omar Saad
Machinery
Caterpillar Inc
CAT
David Raso
Machinery
CNH Industrial NV
CNHI
David Raso
Machinery
Cummins Inc
CMI
David Raso
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Machinery
Deere & Co
DE
David Raso
Machinery
Eaton Corp
ETN
David Raso
Machinery
Illinois Tool Works Inc
ITW
David Raso
Machinery
Ingersoll-Rand PLC
IR
David Raso
Machinery
Oshkosh Corp
OSK
David Raso
Machinery
PACCAR Inc.
PCAR
David Raso
Machinery
Parker Hannifin Corp
PH
David Raso
Machinery
Terex Corp
TEX
David Raso
Machinery
Timken Co
TKR
David Raso
Machinery
United Rentals Inc
URI
David Raso
Market Structure
CBOE Holdings Inc.
CBOE
Chris Allen
Market Structure
CME Group Inc.
CME
Chris Allen
Market Structure
IntercontinentalExchange Inc.
ICE
Chris Allen
Market Structure
Investment Technology Group
ITG
Chris Allen
Market Structure
KCG Holdings, Inc.
KCG
Chris Allen
Market Structure
Markit Ltd.
MRKT
Warren Gardiner
Market Structure
Nasdaq, Inc.
NDAQ
Chris Allen
Market Structure
VIRTU FINANCIAL, INC.
VIRT
Chris Allen
Media & Information Services
Clear Channel Outdoor Holdings Inc.
CCO
Tracy Young
Media & Information Services
DHI Group, Inc.
DHX
Tracy Young
Media & Information Services
Entravision Communications Corp.
EVC
Tracy Young
Media & Information Services
Interpublic Group
IPG
Tracy Young
Media & Information Services
Lamar Advertising Company
LAMR
Tracy Young
Media & Information Services
MDC Partners Inc.
MDCA
Tracy Young
Media & Information Services
Media General, Inc.
MEG
Tracy Young
Media & Information Services
Monster Worldwide, Inc.
MWW
Tracy Young
Media & Information Services
Nexstar Broadcasting Group, Inc.
NXST
Tracy Young
Media & Information Services
Nielsen Holdings N.V.
NLSN
Tracy Young
Media & Information Services
Omnicom Group Inc.
OMC
Tracy Young
Media & Information Services
Outfront Media Inc.
OUT
Tracy Young
Media & Information Services
Publicis Groupe SA
PUB-FR
Tracy Young
Media & Information Services
Sinclair Broadcast Group, Inc.
SBGI
Tracy Young
Media & Information Services
TEGNA, Inc.
TGNA
Tracy Young
Media & Information Services
The E. W. Scripps Company
SSP
Tracy Young
Media & Information Services
Tribune Media Company
TRCO
Tracy Young
Media & Information Services
WPP plc
WPP
Tracy Young
Medical Supplies & Devices
Abbott Laboratories
ABT
Vijay Kumar
Medical Supplies & Devices
Becton, Dickinson & Co.
BDX
Vijay Kumar
Medical Supplies & Devices
Boston Scientific Corporation
BSX
Vijay Kumar
Medical Supplies & Devices
Hologic
HOLX
Vijay Kumar
Medical Supplies & Devices
Intuitive Surgical
ISRG
Vijay Kumar
Medical Supplies & Devices
Medtronic plc
MDT
Vijay Kumar
Medical Supplies & Devices
St. Jude Medical Inc.
STJ
Vijay Kumar
Medical Supplies & Devices
Varian Medical Systems
VAR
Vijay Kumar
Oil & Gas Exploration & Production
Anadarko Petroleum
APC
Stephen Richardson
Oil & Gas Exploration & Production
Antero Resources
AR
Stephen Richardson
Oil & Gas Exploration & Production
Apache
APA
Stephen Richardson
Oil & Gas Exploration & Production
Cabot Oil & Gas
COG
Stephen Richardson
Oil & Gas Exploration & Production
Chesapeake Energy
CHK
Stephen Richardson
Oil & Gas Exploration & Production
Cimarex Energy
XEC
Stephen Richardson
Oil & Gas Exploration & Production
Concho Resources
CXO
Stephen Richardson
Oil & Gas Exploration & Production
Continental Resources
CLR
Stephen Richardson
Oil & Gas Exploration & Production
Devon Energy
DVN
Stephen Richardson
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Oil & Gas Exploration & Production
Diamondback Energy, Inc.
FANG
Stephen Richardson
Oil & Gas Exploration & Production
Eclipse Resources Corporation
ECR
Stephen Richardson
Oil & Gas Exploration & Production
Encana Corp
ECA
Stephen Richardson
Oil & Gas Exploration & Production
Energen Corporation
EGN
Stephen Richardson
Oil & Gas Exploration & Production
EOG Resources
EOG
Stephen Richardson
Oil & Gas Exploration & Production
EP Energy Corporation
EPE
Stephen Richardson
Oil & Gas Exploration & Production
EQT
EQT
Stephen Richardson
Oil & Gas Exploration & Production
Marathon Oil Corporation
MRO
Stephen Richardson
Oil & Gas Exploration & Production
Newfield Exploration
NFX
Stephen Richardson
Oil & Gas Exploration & Production
Noble Energy
NBL
Stephen Richardson
Oil & Gas Exploration & Production
Oasis
OAS
Stephen Richardson
Oil & Gas Exploration & Production
Parsley Energy, Inc.
PE
Stephen Richardson
Oil & Gas Exploration & Production
Pioneer Natural Resources
PXD
Stephen Richardson
Oil & Gas Exploration & Production
Range Resources
RRC
Stephen Richardson
Oil & Gas Exploration & Production
RSP Permian, Inc.
RSPP
Stephen Richardson
Oil & Gas Exploration & Production
Southwestern Energy
SWN
Stephen Richardson
Oil & Gas Exploration & Production
Whiting Petroleum Corp.
WLL
Stephen Richardson
Oil & Gas Exploration & Production
WPX Energy, Inc.
WPX
Stephen Richardson
Oilfield Services, Equipment & Drilling
Archrock Inc.
AROC
James West
Oilfield Services, Equipment & Drilling
Aspen Aerogels, Inc.
ASPN
James West
Oilfield Services, Equipment & Drilling
Atwood Oceanics, Inc.
ATW
James West
Oilfield Services, Equipment & Drilling
Baker Hughes Inc.
BHI
James West
Oilfield Services, Equipment & Drilling
Basic Energy Services, Inc.
BAS
James West
Oilfield Services, Equipment & Drilling
Bristow Group Inc.
BRS
James West
Oilfield Services, Equipment & Drilling
C&J Energy Services Inc.
CJES
James West
Oilfield Services, Equipment & Drilling
Calfrac Well Services
CFW.CN
James West
Oilfield Services, Equipment & Drilling
Cameron International Corp.
CAM
James West
Oilfield Services, Equipment & Drilling
CARBO Ceramics Inc.
CRR
James West
Oilfield Services, Equipment & Drilling
Chart Industries, Inc.
GTLS
James West
Oilfield Services, Equipment & Drilling
CHC Group Ltd.
HELI
James West
Oilfield Services, Equipment & Drilling
Core Laboratories N.V.
CLB
James West
Oilfield Services, Equipment & Drilling
Diamond Offshore Drilling, Inc.
DO
James West
Oilfield Services, Equipment & Drilling
Dril-Quip, Inc.
DRQ
James West
Oilfield Services, Equipment & Drilling
Eco-Stim Energy Solutions, Inc.
ESES
James West
Oilfield Services, Equipment & Drilling
Ensco plc
ESV
James West
Oilfield Services, Equipment & Drilling
Ensign Energy Services Inc.
ESI.CN
James West
Oilfield Services, Equipment & Drilling
Era Group, Inc.
ERA
James West
Oilfield Services, Equipment & Drilling
Exterran Corporation
EXTN
James West
Oilfield Services, Equipment & Drilling
FMC Technologies, Inc.
FTI
James West
Oilfield Services, Equipment & Drilling
Forum Energy Technologies Inc.
FET
James West
Oilfield Services, Equipment & Drilling
Frank's International N.V.
FI
James West
Oilfield Services, Equipment & Drilling
GulfMark Offshore, Inc.
GLF
James West
Oilfield Services, Equipment & Drilling
Halliburton Company
HAL
James West
Oilfield Services, Equipment & Drilling
Helmerich & Payne, Inc.
HP
James West
Oilfield Services, Equipment & Drilling
Hercules Offshore, Inc.
HERO
James West
Oilfield Services, Equipment & Drilling
Hornbeck Offshore Services
HOS
James West
Oilfield Services, Equipment & Drilling
Independence Contract Drilling Inc.
ICD
James West
Oilfield Services, Equipment & Drilling
Ion Geophysical Corporation
IO
James West
Oilfield Services, Equipment & Drilling
Key Energy Services
KEG
James West
Oilfield Services, Equipment & Drilling
MRC Global Inc.
MRC
James West
Oilfield Services, Equipment & Drilling
Nabors Industries
NBR
James West
Oilfield Services, Equipment & Drilling
National Oilwell Varco, Inc.
NOV
James West
Oilfield Services, Equipment & Drilling
Noble Corporation plc
NE
James West
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Oilfield Services, Equipment & Drilling
North Atlantic Drilling
NADL
James West
Oilfield Services, Equipment & Drilling
NOW Inc.
DNOW
James West
Oilfield Services, Equipment & Drilling
Ocean Rig UDW Inc.
ORIG
James West
Oilfield Services, Equipment & Drilling
Oceaneering International
OII
James West
Oilfield Services, Equipment & Drilling
Oil States International, Inc.
OIS
James West
Oilfield Services, Equipment & Drilling
Pacific Drilling S.A.
PACD
James West
Oilfield Services, Equipment & Drilling
Paragon Offshore plc
PGN
James West
Oilfield Services, Equipment & Drilling
Parker Drilling Company
PKD
James West
Oilfield Services, Equipment & Drilling
Patterson-UTI Energy, Inc.
PTEN
James West
Oilfield Services, Equipment & Drilling
Precision Drilling Corp.
PD.CN
James West
Oilfield Services, Equipment & Drilling
Rowan Companies, Inc.
RDC
James West
Oilfield Services, Equipment & Drilling
RPC, Inc.
RES
James West
Oilfield Services, Equipment & Drilling
Schlumberger Ltd.
SLB
James West
Oilfield Services, Equipment & Drilling
SEACOR Inc.
CKH
James West
Oilfield Services, Equipment & Drilling
Seadrill Limited
SDRL
James West
Oilfield Services, Equipment & Drilling
Seventy Seven Energy Inc.
SSE
James West
Oilfield Services, Equipment & Drilling
Superior Energy Services
SPN
James West
Oilfield Services, Equipment & Drilling
Tenaris, S.A.
TS
James West
Oilfield Services, Equipment & Drilling
TETRA Technologies, Inc.
TTI
James West
Oilfield Services, Equipment & Drilling
Thermon Group Holdings, Inc.
THR
James West
Oilfield Services, Equipment & Drilling
Tidewater Inc.
TDW
James West
Oilfield Services, Equipment & Drilling
Transocean Ltd.
RIG
James West
Oilfield Services, Equipment & Drilling
Trican Well Service Ltd.
TCW.CN
James West
Oilfield Services, Equipment & Drilling
Vantage Drilling Company
VTG
James West
Oilfield Services, Equipment & Drilling
Weatherford International plc
WFT
James West
Pharmaceuticals/Major
AbbVie Inc.
ABBV
Mark Schoenebaum
Pharmaceuticals/Major
Bristol Myers Squibb
BMY
Mark Schoenebaum
Pharmaceuticals/Major
Eli Lilly & Co.
LLY
Mark Schoenebaum
Pharmaceuticals/Major
Merck & Co Inc
MRK
Mark Schoenebaum
Pharmaceuticals/Major
Pfizer Inc.
PFE
Mark Schoenebaum
Pharmaceuticals/Major
Zoetis
ZTS
Mark Schoenebaum
Pharmaceuticals/Specialty
Allergan plc
AGN
Umer Raffat
Pharmaceuticals/Specialty
Mylan, Inc.
MYL
Umer Raffat
Pharmaceuticals/Specialty
Teva Pharmaceutical Industries Limited
TEVA
Umer Raffat
Pharmaceuticals/Specialty
The Medicines Company
MDCO
Umer Raffat
Pharmaceuticals/Specialty
Valeant Pharmaceuticals International, Inc.
VRX
Umer Raffat
Power & Utilities
Ameren Corp.
AEE
Greg Gordon
Power & Utilities
American Electric Power
AEP
Greg Gordon
Power & Utilities
Calpine Corp.
CPN
Greg Gordon
Power & Utilities
CMS Energy Corp.
CMS
Greg Gordon
Power & Utilities
Consolidated Edison Inc.
ED
Greg Gordon
Power & Utilities
Dominion Resources Inc.
D
Greg Gordon
Power & Utilities
DTE Energy Co.
DTE
Greg Gordon
Power & Utilities
Duke Energy Corp.
DUK
Greg Gordon
Power & Utilities
Dynegy Inc.
DYN
Greg Gordon
Power & Utilities
Edison International
EIX
Greg Gordon
Power & Utilities
Entergy Corp.
ETR
Greg Gordon
Power & Utilities
Eversource Energy
ES
Greg Gordon
Power & Utilities
Exelon Corp.
EXC
Greg Gordon
Power & Utilities
FirstEnergy Corp.
FE
Greg Gordon
Power & Utilities
Hawaiian Electric Industries Inc.
HE
Greg Gordon
Power & Utilities
InfraREIT, Inc.
HIFR
Greg Gordon
Power & Utilities
ITC Holdings
ITC
Greg Gordon
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Power & Utilities
NextEra Energy Inc
NEE
Greg Gordon
Power & Utilities
NRG Energy Inc.
NRG
Greg Gordon
Power & Utilities
NRG Yield, Inc.
NYLD
Greg Gordon
Power & Utilities
Pepco Holdings, Inc.
POM
Greg Gordon
Power & Utilities
PG&E Corp.
PCG
Greg Gordon
Power & Utilities
Pinnacle West Capital Corp.
PNW
Greg Gordon
Power & Utilities
PPL Corp.
PPL
Greg Gordon
Power & Utilities
Public Service Enterprise Group
PEG
Greg Gordon
Power & Utilities
Sempra Energy
SRE
Greg Gordon
Power & Utilities
Southern Co.
SO
Greg Gordon
Power & Utilities
Talen Energy Corporation
TLN
Greg Gordon
Power & Utilities
TECO Energy Inc.
TE
Greg Gordon
Power & Utilities
The AES Corporation
AES
Greg Gordon
Power & Utilities
UIL Holdings Corp.
UIL
Greg Gordon
Power & Utilities
WEC Energy Group, Inc.
WEC
Greg Gordon
Power & Utilities
Westar Energy Inc.
WR
Greg Gordon
Power & Utilities
Xcel Energy Inc.
XEL
Greg Gordon
Real Estate - Mexico
Fibra Danhos
DANHOS
Sheila McGrath
Real Estate - Mexico
Fibra Uno
FUNO
Sheila McGrath
Real Estate - Mexico
FibraHotel
FIHO
Sheila McGrath
Regional Banks
Citizens Financial Group, Inc.
CFG
John Pancari
Regional Banks
Comerica Incorporated
CMA
John Pancari
Regional Banks
Cullen/Frost Bankers, Inc.
CFR
Stephen Moss
Regional Banks
EverBank Financial Corp
EVER
Stephen Moss
Regional Banks
Fifth Third Bancorp
FITB
John Pancari
Regional Banks
First Horizon National Corporation
FHN
John Pancari
Regional Banks
First Niagara Financial Group, Inc.
FNFG
John Pancari
Regional Banks
First Republic Bank
FRC
John Pancari
Regional Banks
Huntington Bancshares Inc.
HBAN
John Pancari
Regional Banks
Independent Bank Group Inc.
IBTX
Stephen Moss
Regional Banks
KeyCorp
KEY
John Pancari
Regional Banks
People's United Financial, Inc.
PBCT
Stephen Moss
Regional Banks
PNC Financial Services Group
PNC
John Pancari
Regional Banks
Prosperity Bancshares, Inc.
PB
Stephen Moss
Regional Banks
SVB Financial Group
SIVB
John Pancari
Regional Banks
Synovus Financial Corp.
SNV
John Pancari
Regional Banks
Texas Capital Bancshares, Inc.
TCBI
Stephen Moss
Regional Banks
Triumph Bancorp, Inc.
TBK
Stephen Moss
Regional Banks
U.S. Bancorp
USB
John Pancari
Regional Banks
Webster Financial Corporation
WBS
Stephen Moss
Regional Banks
Wells Fargo & Company
WFC
John Pancari
Regional Banks
Zions Bancorporation
ZION
John Pancari
REITs
American Campus Communities
ACC
Derek Bower
REITs
AvalonBay Communities Inc
AVB
Steve Sakwa
REITs
Boston Properties, Inc.
BXP
Steve Sakwa
REITs
Brandywine Realty Trust
BDN
Gabe Hilmoe
REITs
Brixmor Property Group Inc.
BRX
Samir Khanal
REITs
Camden Property Trust
CPT
Derek Bower
REITs
Corporate Office Properties Trust
OFC
Gabe Hilmoe
REITs
CubeSmart
CUBE
Steve Sakwa
REITs
DCT Industrial Trust Inc.
DCT
Gabe Hilmoe
REITs
DDR Corp.
DDR
Samir Khanal
REITs
Douglas Emmett Inc
DEI
Steve Sakwa
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
REITs
EastGroup Properties
EGP
Gabe Hilmoe
REITs
Equity One, Inc.
EQY
Samir Khanal
REITs
Equity Residential
EQR
Steve Sakwa
REITs
Essex Property Trust Inc
ESS
Steve Sakwa
REITs
Extra Space Storage Inc.
EXR
Steve Sakwa
REITs
Federal Realty Investment Trust
FRT
Steve Sakwa
REITs
General Growth Properties, Inc.
GGP
Steve Sakwa
REITs
HCP, Inc.
HCP
Derek Bower
REITs
Kilroy Realty Corp
KRC
Steve Sakwa
REITs
Kimco Realty Corp
KIM
Steve Sakwa
REITs
Macerich Co.
MAC
Samir Khanal
REITs
Mack-Cali Realty Corp
CLI
Gabe Hilmoe
REITs
Paramount Group
PGRE
Gabe Hilmoe
REITs
ProLogis
PLD
Steve Sakwa
REITs
Public Storage
PSA
Steve Sakwa
REITs
Regency Centers Corp
REG
Samir Khanal
REITs
Simon Property Group, Inc.
SPG
Steve Sakwa
REITs
SL Green Realty Corp.
SLG
Steve Sakwa
REITs
Sovran Self Storage Inc.
SSS
Steve Sakwa
REITs
Tanger Factory Outlet Centers, Inc.
SKT
Samir Khanal
REITs
Taubman Centers, Inc.
TCO
Steve Sakwa
REITs
UDR, Inc.
UDR
Derek Bower
REITs
Urban Edge Properties
UE
Samir Khanal
REITs
Ventas, Inc.
VTR
Derek Bower
REITs
Vornado Realty Trust
VNO
Steve Sakwa
REITs
Welltower Inc.
HCN
Derek Bower
REOCs
Alexander & Baldwin, Inc.
ALEX
Sheila McGrath
REOCs
Brookfield Property Partners L.P.
BPY
Sheila McGrath
REOCs
Forest City Enterprises, Inc.
FCEA
Sheila McGrath
Retail Broadlines
Five Below, Inc.
FIVE
Matt McGinley
Retail Broadlines & Hardlines
Advance Auto Parts
AAP
Greg Melich
Retail Broadlines & Hardlines
Amazon.com, Inc.
AMZN
Greg Melich
Retail Broadlines & Hardlines
AutoZone Inc
AZO
Greg Melich
Retail Broadlines & Hardlines
Bed Bath & Beyond
BBBY
Greg Melich
Retail Broadlines & Hardlines
Best Buy Co Inc
BBY
Greg Melich
Retail Broadlines & Hardlines
CarMax Inc.
KMX
Michael Montani
Retail Broadlines & Hardlines
Costco Wholesale
COST
Greg Melich
Retail Broadlines & Hardlines
Essendant Inc.
ESND
Oliver Wintermantel
Retail Broadlines & Hardlines
Genuine Parts Co
GPC
Greg Melich
Retail Broadlines & Hardlines
hhgregg Inc
HGG
Greg Melich
Retail Broadlines & Hardlines
Home Depot Inc
HD
Greg Melich
Retail Broadlines & Hardlines
Lowes Cos Inc
LOW
Greg Melich
Retail Broadlines & Hardlines
Lumber Liquidators
LL
Greg Melich
Retail Broadlines & Hardlines
Monro Muffler Brake Inc.
MNRO
Michael Montani
Retail Broadlines & Hardlines
Office Depot Inc
ODP
Greg Melich
Retail Broadlines & Hardlines
OReilly Automotive
ORLY
Greg Melich
Retail Broadlines & Hardlines
Restoration Hardware Holdings, Inc.
RH
Oliver Wintermantel
Retail Broadlines & Hardlines
Sears Holdings Corp
SHLD
Greg Melich
Retail Broadlines & Hardlines
Sherwin-Williams
SHW
Greg Melich
Retail Broadlines & Hardlines
Staples Inc
SPLS
Greg Melich
Retail Broadlines & Hardlines
Target Corp
TGT
Greg Melich
Retail Broadlines & Hardlines
Wal-Mart Stores Inc
WMT
Greg Melich
Retail Broadlines & Hardlines
Wayfair Inc.
W
Oliver Wintermantel
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Retail Broadlines & Hardlines
Williams-Sonoma Inc
WSM
Greg Melich
Semiconductors and Semiconductor Equipment
Analog Devices, Inc.
ADI
C.J. Muse
Semiconductors and Semiconductor Equipment
Applied Materials, Inc.
AMAT
C.J. Muse
Semiconductors and Semiconductor Equipment
ASML Holding NV
ASML-AES
C.J. Muse
Semiconductors and Semiconductor Equipment
Broadcom Corporation
BRCM
C.J. Muse
Semiconductors and Semiconductor Equipment
Freescale Semiconductor, Ltd.
FSL
C.J. Muse
Semiconductors and Semiconductor Equipment
Intel Corporation
INTC
C.J. Muse
Semiconductors and Semiconductor Equipment
KLA-Tencor Corporation
KLAC
C.J. Muse
Semiconductors and Semiconductor Equipment
Lam Research Corporation
LRCX
C.J. Muse
Semiconductors and Semiconductor Equipment
Linear Technology Corporation
LLTC
C.J. Muse
Semiconductors and Semiconductor Equipment
Maxim Integrated Products, Inc.
MXIM
C.J. Muse
Semiconductors and Semiconductor Equipment
Micron Technology Inc.
MU
C.J. Muse
Semiconductors and Semiconductor Equipment
NVIDIA Corp.
NVDA
C.J. Muse
Semiconductors and Semiconductor Equipment
NXP Semiconductors NV
NXPI
C.J. Muse
Semiconductors and Semiconductor Equipment
QUALCOMM Inc.
QCOM
C.J. Muse
Semiconductors and Semiconductor Equipment
SanDisk Corp.
SNDK
C.J. Muse
Semiconductors and Semiconductor Equipment
Teradyne Inc.
TER
C.J. Muse
Semiconductors and Semiconductor Equipment
Texas Instruments Inc.
TXN
C.J. Muse
Shipping
Ardmore Shipping Corporation
ASC
Jonathan Chappell
Shipping
Capital Product Partners L.P.
CPLP
Jonathan Chappell
Shipping
DHT Holdings, Inc.
DHT
Jonathan Chappell
Shipping
Diana Shipping Inc.
DSX
Jonathan Chappell
Shipping
Euronav NV
EURN
Jonathan Chappell
Shipping
Frontline Ltd.
FRO
Jonathan Chappell
Shipping
GasLog Ltd.
GLOG
Jonathan Chappell
Shipping
GasLog Partners LP
GLOP
Jonathan Chappell
Shipping
Gener8 Maritime Inc.
GNRT
Jonathan Chappell
Shipping
Golar LNG Ltd.
GLNG
Jonathan Chappell
Shipping
Golar LNG Partners LP
GMLP
Jonathan Chappell
Shipping
Golden Ocean Group Ltd.
GOGL
Jonathan Chappell
Shipping
Kirby Corp.
KEX
Jonathan Chappell
Shipping
Navigator Holdings Ltd.
NVGS
Jonathan Chappell
Shipping
Navios Maritime Acquisition Corp.
NNA
Jonathan Chappell
Shipping
Navios Maritime Partners LP
NMM
Jonathan Chappell
Shipping
Nordic American Tanker Shipping Ltd.
NAT
Jonathan Chappell
Shipping
Safe Bulkers, Inc.
SB
Jonathan Chappell
Shipping
Scorpio Bulkers, Inc.
SALT
Jonathan Chappell
Shipping
Scorpio Tankers, Inc.
STNG
Jonathan Chappell
Shipping
Teekay Tankers Ltd.
TNK
Jonathan Chappell
Shipping
Tsakos Energy Navigation Limited
TNP
Jonathan Chappell
Shipping
World Fuel Services Corp
INT
Jonathan Chappell
Software
Actua Corporation
ACTA
Kirk Materne
Software
Adobe Systems Inc.
ADBE
Kirk Materne
Software
CA Technologies
CA
Kirk Materne
Software
Citrix Systems Inc.
CTXS
Kirk Materne
Software
Microsoft Corporation
MSFT
Kirk Materne
Software
Oracle Corporation
ORCL
Kirk Materne
Software
Pure Storage, Inc.
PSTG
Kirk Materne
Software
Qlik Technologies Inc.
QLIK
Kirk Materne
Software
Red Hat, Inc.
RHT
Kirk Materne
Software
salesforce.com Inc.
CRM
Kirk Materne
Software
SAP SE
SAP SE
Kirk Materne
Software
ServiceNow, Inc.
NOW
Kirk Materne
Evercore ISI
Company Coverage as of December 2, 2015
Sector
Company Name
Ticker
Analyst
Software
SolarWinds, Inc.
SWI
Kirk Materne
Software
Splunk Inc.
SPLK
Kirk Materne
Software
The Ultimate Software Group, Inc.
ULTI
Kirk Materne
Software
Tyler Technologies, Inc.
TYL
Kirk Materne
Software
Veeva Systems Inc.
VEEV
Kirk Materne
Software
VMware, Inc.
VMW
Kirk Materne
Software
Workday, Inc.
WDAY
Kirk Materne
Telecom Services
AT&T Inc.
T
Jonathan Schildkraut
Telecom Services
Global Eagle Entertainment Inc.
ENT
Robert Gutman
Telecom Services
GoGo Inc.
GOGO
Jonathan Schildkraut
Telecom Services
Sprint Corporation
S
Jonathan Schildkraut
Telecom Services
T-Mobile US, Inc.
TMUS
Jonathan Schildkraut
Telecom Services
Verizon Communications Inc.
VZ
Jonathan Schildkraut
Towers
American Tower Corporation
AMT
Jonathan Schildkraut
Towers
Crown Castle International Corp.
CCI
Jonathan Schildkraut
Towers
SBA Communications Corporation
SBAC
Jonathan Schildkraut
Trucking/Logistics
CH Robinson Worldwide Inc.
CHRW
Darren Hicks
Trucking/Logistics
Expeditors International of Washington Inc.
EXPD
Darren Hicks
Trucking/Logistics
Knight Transportation Inc.
KNX
Darren Hicks
Trucking/Logistics
Swift Transportation Company
SWFT
Darren Hicks