EVERCORE ISI
Company Coverage as of November 1, 2014
Sector
Industry
Company Name
Ticker
Analyst
Financials
Brokers & Asset Managers
Charles Schwab Corp.
SCHW
Allen, Chris
Financials
Brokers & Asset Managers
E*Trade Financial Corp.
ETFC
Allen, Chris
Financials
Brokers & Asset Managers
Interactive Brokers Group, Inc.
IBKR
Allen, Chris
Financials
Brokers & Asset Managers
Raymond James Financial, Inc.
RJF
Allen, Chris
Financials
Brokers & Asset Managers
Financials
Market Structure
TD Ameritrade Holding Corp.
CBOE Holdings Inc.
AMTD
CBOE
Allen, Chris
Allen, Chris
Financials
Market Structure
CME Group Inc.
CME
Allen, Chris
Financials
Market Structure
IntercontinentalExchange Inc.
ICE
Allen, Chris
Financials
Market Structure
Investment Technology Group Inc.
ITG
Allen, Chris
Financials
Market Structure
Financials
Media
Market Structure
KCG Holdings, Inc.
NASDAQ OMX Group Inc.
KCG
NDAQ
Allen, Chris
Allen, Chris
Media & Information Services
Demand Media Inc.
DMD
Arthur, Douglas
Media
Media & Information Services
Dice Holdings, Inc.
DHX
Arthur, Douglas
Media
Media & Information Services
Gannett Co., Inc.
GCI
Arthur, Douglas
Media
Media & Information Services
LAMR
Arthur, Douglas
Media
Media & Information Services
Lamar Advertising Company
McGraw Hill Financial, Inc.
MHFI
Arthur, Douglas
Media
Media & Information Services
Monster Worldwide, Inc.
MWW
Arthur, Douglas
Media
Media & Information Services
Moody's Corporation
MCO
Arthur, Douglas
Media
Media & Information Services
News Corporation
NWSA
Arthur, Douglas
Media
Media & Information Services
Media & Information Services
NLSN
OMC
Arthur, Douglas
Media
Nielsen Holdings N.V.
Omnicom Group Inc.
Media
Media & Information Services
Publicis Groupe SA
PUB-FR
Arthur, Douglas
Media
Media & Information Services
The New York Times Company
NYT
Arthur, Douglas
Media
Media & Information Services
Thomson Reuters Corporation
TRI
Arthur, Douglas
Media
Media & Information Services
Time Inc.
TIME
Arthur, Douglas
Media
Media & Information Services
WPP
Arthur, Douglas
Financials
Specialty/Consumer Finance
WPP plc
Ally Financial Inc.
ALLY
Ball, Bradley
Financials
Specialty/Consumer Finance
American Express Company
AXP
Ball, Bradley
Financials
Specialty/Consumer Finance
Astoria Financial Corporation
AF
Ball, Bradley
Financials
Specialty/Consumer Finance
Capital One Financial Corporation
COF
Ball, Bradley
Financials
Specialty/Consumer Finance
CIT Group Inc.
CIT
Ball, Bradley
Financials
Specialty/Consumer Finance
Dime Community Bancshares
DCOM
Ball, Bradley
Financials
Specialty/Consumer Finance
Discover Financial Services
DFS
Ball, Bradley
Financials
Specialty/Consumer Finance
Financials
Specialty/Consumer Finance
Hudson City Bancorp
Nationstar Mortgage Holdings Inc.
HCBK
NSM
Ball, Bradley
Ball, Bradley
Financials
Specialty/Consumer Finance
Navient Corporation
NAVI
Ball, Bradley
Financials
Specialty/Consumer Finance
Financials
Specialty/Consumer Finance
New York Community Bancorp
Ocwen Financial Corp.
NYCB
OCN
Ball, Bradley
Ball, Bradley
Financials
Specialty/Consumer Finance
PennyMac Mortgage Investment Trust
PMT
Ball, Bradley
Financials
Specialty/Consumer Finance
PHH Corporation
PHH
Ball, Bradley
Financials
Specialty/Consumer Finance
SLM Corporation
SLM
Ball, Bradley
Financials
Specialty/Consumer Finance
Walter Investment Management Corp.
WAC
Ball, Bradley
Real Estate
Reits
HCP Inc
HCP
Bower, Derek
Real Estate
Reits
Health Care REIT Inc
HCN
Bower, Derek
Real Estate
Reits
Ventas Inc
VTR
Bower, Derek
Transportation
Shipping
Shipping
ASC
CPLP
Chappel, Jonathan
Transportation
Ardmore Shipping Corporation
Capital Products Partners L.P.
Transportation
Shipping
DHT Holdings, Inc.
DHT
Chappel, Jonathan
Transportation
Shipping
Diana Shipping Inc.
DSX
Chappel, Jonathan
Transportation
Shipping
FRO
Chappel, Jonathan
Transportation
Shipping
Frontline Ltd.
GasLog Ltd.
GLOG
Chappel, Jonathan
Transportation
Shipping
GasLog Partners LP
GLOP
Chappel, Jonathan
Transportation
Shipping
Golar LNG Ltd.
GLNG
Chappel, Jonathan
Transportation
Shipping
Golar LNG Partners LP
GMLP
Chappel, Jonathan
Transportation
Shipping
Kirby Corp.
KEX
Chappel, Jonathan
Arthur, Douglas
Chappel, Jonathan
Sector
Industry
Company Name
Ticker
Analyst
Transportation
Shipping
Knightsbridge Tankers Ltd.
VLCCF
Chappel, Jonathan
Transportation
Shipping
Navigator Holdings Ltd.
NVGS
Chappel, Jonathan
Transportation
Shipping
Navios Maritime Acquisition Corp
NNA
Chappel, Jonathan
Transportation
Shipping
Navios Maritime Partners LP
NMM
Chappel, Jonathan
Transportation
Shipping
Nordic American Tanker Shipping Ltd.
NAT
Chappel, Jonathan
Transportation
Shipping
Safe Bulkers, Inc.
SB
Chappel, Jonathan
Transportation
Shipping
Scorpio Bulkers, Inc.
SALT
Chappel, Jonathan
Transportation
Shipping
Shipping
STNG
SBLK
Chappel, Jonathan
Transportation
Scorpio Tankers, Inc.
Star Bulk Carriers Corp.
Transportation
Shipping
StealthGas Inc.
GASS
Chappel, Jonathan
Transportation
Shipping
Teekay Tankers Ltd.
TNK
Chappel, Jonathan
Transportation
Shipping
World Fuel Services Corp.
INT
Chappel, Jonathan
Health Care
Hc Svcs & Tech
Allscripts
MDRX
Cherny, Michael
Health Care
Hc Svcs & Tech
athenahealth
ATHN
Cherny, Michael
Health Care
Hc Svcs & Tech
Catamaran
CTRX
Cherny, Michael
Health Care
Hc Svcs & Tech
Cerner
CERN
Cherny, Michael
Health Care
Hc Svcs & Tech
Henry Schein
HSIC
Cherny, Michael
Health Care
Hc Svcs & Tech
Laboratory Corp. of America Holdings
LH
Cherny, Michael
Health Care
Hc Svcs & Tech
MedAssets
MDAS
Cherny, Michael
Health Care
Hc Svcs & Tech
Patterson Companies
PDCO
Cherny, Michael
Health Care
Hc Svcs & Tech
Premier
PINC
Cherny, Michael
Health Care
Hc Svcs & Tech
Quality Systems
QSII
Cherny, Michael
Health Care
Hc Svcs & Tech
Quest Diagnostics Inc.
DGX
Cherny, Michael
Technology
Hardware
Apple Inc.
AAPL
Cihra, Rob
Technology
Hardware
EMC Corporation
EMC
Cihra, Rob
Technology
Hardware
Hewlett-Packard Company
HPQ
Cihra, Rob
Technology
Hardware
IBM Corp.
IBM
Cihra, Rob
Technology
Hardware
NetApp, Inc.
NTAP
Cihra, Rob
Technology
Hardware
Samsung Electronics
005930-KR
Cihra, Rob
Technology
Hardware
Seagate Technology
STX
Cihra, Rob
Technology
Hardware
Western Digital Corp.
WDC
Cihra, Rob
Financials
Bdcs
Apollo Investment Corporation
AINV
Cyganovich, Arren
Financials
Bdcs
Ares Capital Corporation
ARCC
Cyganovich, Arren
Financials
Bdcs
BlackRock Kelso Capital Corp.
BKCC
Cyganovich, Arren
Financials
Bdcs
FS Investment Corp.
FSIC
Cyganovich, Arren
Financials
Bdcs
PennantPark Investment Corp.
PNNT
Cyganovich, Arren
Financials
Bdcs
Prospect Capital Corp.
PSEC
Cyganovich, Arren
Financials
Bdcs
Solar Capital Ltd
SLRC
Cyganovich, Arren
Financials
Equipment Finance
AerCap Holdings N.V.
AER
Cyganovich, Arren
Financials
Equipment Finance
Air Lease Corporation
AL
Cyganovich, Arren
Financials
Equipment Finance
Aircastle Limited
AYR
Cyganovich, Arren
Financials
Mortgage Reits
American Capital Agency Corp.
AGNC
Cyganovich, Arren
Financials
Mortgage Reits
Annaly Capital Management, Inc.
NLY
Cyganovich, Arren
Financials
Mortgage Reits
Blackstone Mortgage Trust, Inc.
BXMT
Cyganovich, Arren
Financials
Mortgage Reits
Chimera Investment Corp.
CIM
Cyganovich, Arren
Financials
Mortgage Reits
CYS Investments, Inc.
CYS
Cyganovich, Arren
Financials
Mortgage Reits
Hatteras Financial Corp.
HTS
Cyganovich, Arren
Financials
Mortgage Reits
MFA Financial Inc.
MFA
Cyganovich, Arren
Financials
Mortgage Reits
Starwood Property Trust, Inc.
STWD
Cyganovich, Arren
Homebuilding
Homebuilding
D.R. Horton Inc.
DHI
East, Stephen
Homebuilding
Homebuilding
Fortune Brands Home & Security
FBHS
East, Stephen
Homebuilding
Homebuilding
KB Home
KBH
East, Stephen
Homebuilding
Homebuilding
Lennar Corporation
LEN
East, Stephen
Homebuilding
Homebuilding
M.D.C. Holdings Inc.
MDC
East, Stephen
Homebuilding
Homebuilding
Masco Corp
MAS
East, Stephen
Homebuilding
Homebuilding
Meritage Homes Corp.
MTH
East, Stephen
Homebuilding
Homebuilding
Mohawk Industries Inc.
MHK
East, Stephen
Homebuilding
Homebuilding
NVR Inc.
NVR
East, Stephen
Chappel, Jonathan
Sector
Industry
Company Name
Ticker
Analyst
Homebuilding
Homebuilding
PulteGroup Inc.
PHM
East, Stephen
Homebuilding
Homebuilding
Standard Pacific Corp.
SPF
East, Stephen
Homebuilding
Homebuilding
Taylor Morrison Home Corporation
TMHC
East, Stephen
Homebuilding
Homebuilding
The Ryland Group Inc.
RYL
East, Stephen
Homebuilding
Homebuilding
Toll Brothers Inc.
TOL
East, Stephen
Global Automotive
Global Automotive
BMW
BMW.GR
Ellinghorst, Arndt
Global Automotive
Global Automotive
Daimler AG
DAI.GR
Ellinghorst, Arndt
Global Automotive
Global Automotive
Fiat S.p.A
F.IM
Ellinghorst, Arndt
Global Automotive
Global Automotive
Ford Motor Co.
F
Ellinghorst, Arndt
Global Automotive
Global Automotive
General Motors Company
GM
Ellinghorst, Arndt
Global Automotive
Global Automotive
Honda Motor Co.
7267.JP
Ellinghorst, Arndt
Global Automotive
Global Automotive
Nissan Motor Company
7201.JP
Ellinghorst, Arndt
Global Automotive
Global Automotive
Peugeot SA
UG.FP
Ellinghorst, Arndt
Global Automotive
Global Automotive
Porsche SE
PAH3.GR
Ellinghorst, Arndt
Global Automotive
Global Automotive
Renault SA
RNO.FP
Ellinghorst, Arndt
Global Automotive
Global Automotive
Toyota Motor Corp.
7203.JP
Ellinghorst, Arndt
Global Automotive
Global Automotive
Volkswagen AG
VOW3.GR
Ellinghorst, Arndt
Global Automotive
Global Automotive
Tesla
TSLA
Gallierrs, George
Financials
Brokers & Asset Managers
Apollo Global Management, LLC
APO
Gardiner, Warren
Financials
Brokers & Asset Managers
Eaton Vance
EV
Gardiner, Warren
Financials
Brokers & Asset Managers
KKR & Co., L.P.
KKR
Gardiner, Warren
Financials
Brokers & Asset Managers
Waddell & Reed
WDR
Gardiner, Warren
Energy
Power & Utilities
Ameren Corp.
AEE
Gordon, Greg
Energy
Power & Utilities
American Electric Power
AEP
Gordon, Greg
Energy
Power & Utilities
Calpine Corp.
CPN
Gordon, Greg
Energy
Power & Utilities
CMS Energy Corp.
CMS
Gordon, Greg
Energy
Power & Utilities
Consolidated Edison Inc.
ED
Gordon, Greg
Energy
Power & Utilities
Dominion Resources Inc.
D
Gordon, Greg
Energy
Power & Utilities
DTE Energy Co.
DTE
Gordon, Greg
Energy
Power & Utilities
Duke Energy Corp.
DUK
Gordon, Greg
Energy
Power & Utilities
Dynegy Inc.
DYN
Gordon, Greg
Energy
Power & Utilities
Edison International
EIX
Gordon, Greg
Energy
Power & Utilities
Entergy Corp.
ETR
Gordon, Greg
Energy
Power & Utilities
Exelon Corp.
EXC
Gordon, Greg
Energy
Power & Utilities
FirstEnergy Corp.
FE
Gordon, Greg
Energy
Power & Utilities
Hawaiian Electric Industries Inc.
HE
Gordon, Greg
Energy
Power & Utilities
ITC Holdings
ITC
Gordon, Greg
Energy
Power & Utilities
NextEra Energy Inc
NEE
Gordon, Greg
Energy
Power & Utilities
Northeast Utilities
NU
Gordon, Greg
Energy
Power & Utilities
NRG Energy Inc.
NRG
Gordon, Greg
Energy
Power & Utilities
Pepco Holdings, Inc.
POM
Gordon, Greg
Energy
Power & Utilities
PG&E Corp.
PCG
Gordon, Greg
Energy
Power & Utilities
Pinnacle West Capital Corp.
PNW
Gordon, Greg
Energy
Power & Utilities
PPL Corp.
PPL
Gordon, Greg
Energy
Power & Utilities
Public Service Enterprise Group
PEG
Gordon, Greg
Energy
Power & Utilities
Sempra Energy
SRE
Gordon, Greg
Energy
Power & Utilities
Southern Co.
SO
Gordon, Greg
Energy
Power & Utilities
TECO Energy Inc.
TE
Gordon, Greg
Energy
Power & Utilities
The AES Corporation
AES
Gordon, Greg
Energy
Power & Utilities
UIL Holdings Corp.
UIL
Gordon, Greg
Energy
Power & Utilities
Westar Energy Inc.
WR
Gordon, Greg
Energy
Power & Utilities
Wisconsin Energy Corp.
WEC
Gordon, Greg
Energy
Power & Utilities
Xcel Energy Inc.
XEL
Gordon, Greg
Media
Cable & Satellite
Cablevision Systems Corp.
CVC
Jayant, Vijay
Media
Cable & Satellite
Charter Communications Inc.
CHTR
Jayant, Vijay
Media
Cable & Satellite
Comcast Corporation
CMCSA
Jayant, Vijay
Media
Cable & Satellite
DIRECTV
DTV
Jayant, Vijay
Media
Cable & Satellite
DISH Network Corp.
DISH
Jayant, Vijay
Sector
Industry
Company Name
Ticker
Analyst
Media
Cable & Satellite
Liberty Global Inc.
LBTYA
Jayant, Vijay
Media
Cable & Satellite
Liberty Media Corporation
LMCA
Jayant, Vijay
Media
Cable & Satellite
Sirius XM Radio
SIRI
Jayant, Vijay
Media
Cable & Satellite
Time Warner Cable Inc.
TWC
Jayant, Vijay
Media
Media & Entertainment
21st Century Fox
FOXA
Jayant, Vijay
Media
Media & Entertainment
AMC Networks
AMCX
Jayant, Vijay
Media
Media & Entertainment
CBS Networks
CBS
Jayant, Vijay
Media
Media & Entertainment
Discovery Communications
DISCA
Jayant, Vijay
Media
Media & Entertainment
Live Nation Entertainment, Inc.
LYV
Jayant, Vijay
Media
Media & Entertainment
Madison Square Garden
MSG
Jayant, Vijay
Media
Media & Entertainment
Scripps Networks
SNI
Jayant, Vijay
Media
Media & Entertainment
Starz
STRZA
Jayant, Vijay
Media
Media & Entertainment
Time Warner Inc
TWX
Jayant, Vijay
Media
Media & Entertainment
Viacom
VIAb
Jayant, Vijay
Media
Media & Entertainment
Walt Disney
DIS
Jayant, Vijay
Financials
Regional Banks
CVB Financial Corp.
CVBF
Johnson, Doug
Financials
Regional Banks
PacWest Bancorp
PACW
Johnson, Doug
Financials
Regional Banks
Umpqua Holdings Corp.
UMPQ
Johnson, Doug
Media
Cable & Satellite
Lionsgate
LGF
Joyce, David
Financials
Payments/Processing
MoneyGram International Inc.
MGI
Kumar, Tracy
Financials
Payments/Processing
Xoom Corporation
XOOM
Kumar, Tracy
Health Care
Hc Svcs & Tech
Becton, Dickinson & Co.
BDX
Kumar, Vijay
Health Care
Hc Svcs & Tech
Cepheid
CPHD
Kumar, Vijay
Health Care
Hc Svcs & Tech
Hologic
HOLX
Kumar, Vijay
Health Care
Hc Svcs & Tech
Intuitive Surgical
ISRG
Kumar, Vijay
Health Care
Hc Svcs & Tech
Qiagen
QGEN
Kumar, Vijay
Health Care
Hc Svcs & Tech
Varian Medical Systems
VAR
Kumar, Vijay
Technology
Software
Actua Corporation
ACTA
Materne, Kirk
Technology
Software
ADBE
Materne, Kirk
Technology
Software
Adobe Systems Inc.
CA Technologies
CA
Materne, Kirk
Technology
Software
Citrix Systems Inc.
CTXS
Materne, Kirk
Technology
Software
Software
CPWR
COVS
Materne, Kirk
Technology
Compuware Corporation
Covisint Corp.
Technology
Software
Informatica Corp.
INFA
Materne, Kirk
Technology
Software
Microsoft Corporation
MSFT
Materne, Kirk
Technology
Software
Oracle Corporation
ORCL
Materne, Kirk
Technology
Software
Qlik Technologies Inc.
QLIK
Materne, Kirk
Technology
Software
Red Hat, Inc.
RHT
Materne, Kirk
Technology
Software
salesforce.com Inc.
CRM
Materne, Kirk
Technology
Software
SAP SE
SAP
Materne, Kirk
Technology
Software
ServiceNow, Inc.
NOW
Materne, Kirk
Technology
Software
Software
SWI
SPLK
Materne, Kirk
Technology
SolarWinds, Inc.
Splunk Inc.
Technology
Software
The Ultimate Software Group, Inc.
ULTI
Materne, Kirk
Technology
Software
VMware, Inc.
VMW
Materne, Kirk
Technology
Reits
Software
WDAY
FPO
Materne, Kirk
Equity Reits - Industrial
Workday, Inc.
First Potomoc Realty Trust
Reits
Equity Reits - Industrial
STAG Industrial, Inc.
STAG
McGrath, Sheila
Reits
Equity Reits - Office
Alexandria Real Estate Equities, Inc.
ARE
Reits
Equity Reits - Office
Columbia Property Trust, Inc.
CXP
McGrath, Sheila
McGrath, Sheila
Reits
Equity Reits - Office
Equity Reits - Triple-Net
New York REIT, Inc.
Lexington Realty Trust
NYRT
LXP
McGrath, Sheila
Reits
Reits
Equity Reits - Triple-Net
WPC
McGrath, Sheila
Reits
Real Estate - Mexico
W.P. Carey Inc.
Fibra Danhos
DANHOS
McGrath, Sheila
Reits
Real Estate - Mexico
Fibra Uno
FUNO
McGrath, Sheila
Reits
Real Estate - Mexico
FibraHotel
McGrath, Sheila
Reits
Reocs
Alexander & Baldwin
FIHO
ALEX
Reits
Reocs
Forest City Enterprises, Inc.
FCEA
McGrath, Sheila
Materne, Kirk
Materne, Kirk
McGrath, Sheila
McGrath, Sheila
McGrath, Sheila
Sector
Industry
Company Name
Ticker
Analyst
Technology
Internet
AOL, Inc.
AOL
McNellis, Andrew
Technology
Internet
Millenial Media, Inc.
MM
McNellis, Andrew
Technology
Internet
Rocket Fuel, Inc.
FUEL
McNellis, Andrew
Consumer
Retail Hardlines
Advance Auto Parts
AAP
Melich, Greg
Consumer
Retail Hardlines
Amazon.com
AMZN
Melich, Greg
Consumer
Retail Hardlines
AutoZone Inc
AZO
Melich, Greg
Consumer
Retail Hardlines
Bed Bath & Beyond
BBBY
Melich, Greg
Consumer
Retail Hardlines
Best Buy Co Inc
BBY
Melich, Greg
Consumer
Retail Hardlines
Costco Wholesale
COST
Melich, Greg
Consumer
Retail Hardlines
Genuine Parts Co
GPC
Melich, Greg
Consumer
Retail Hardlines
hhgregg Inc
HGG
Melich, Greg
Consumer
Retail Hardlines
Home Depot Inc
HD
Melich, Greg
Consumer
Retail Hardlines
Lowe's Cos Inc
LOW
Melich, Greg
Consumer
Retail Hardlines
Lumber Liquidators
LL
Melich, Greg
Consumer
Retail Hardlines
Monro Muffler Brake Inc.
MNRO
Melich, Greg
Consumer
Retail Hardlines
Office Depot Inc
ODP
Melich, Greg
Consumer
Retail Hardlines
O'Reilly Automotive
ORLY
Melich, Greg
Consumer
Retail Hardlines
PetSmart
PETM
Melich, Greg
Consumer
Retail Hardlines
RadioShack Corp
RSH
Melich, Greg
Consumer
Retail Hardlines
Sears Holdings Corp
SHLD
Melich, Greg
Consumer
Retail Hardlines
Sherwin-Williams
SHW
Melich, Greg
Consumer
Retail Hardlines
Staples Inc
SPLS
Melich, Greg
Consumer
Retail Hardlines
Target Corp
TGT
Melich, Greg
Consumer
Retail Hardlines
United Stationers Inc
USTR
Melich, Greg
Consumer
Retail Hardlines
Wal-Mart Stores Inc
WMT
Melich, Greg
Consumer
Retail Hardlines
Williams-Sonoma Inc
WSM
Melich, Greg
Financials
Insurance - P&C
Ace Ltd.
ACE
Misquith, Vinay
Financials
Insurance - P&C
Allstate
ALL
Misquith, Vinay
Financials
Insurance - P&C
Aon plc
AON
Misquith, Vinay
Financials
Insurance - P&C
Arch Capital Group Ltd.
ACGL
Misquith, Vinay
Financials
Insurance - P&C
Aspen Insurance Holdings Limited
AHL
Misquith, Vinay
Financials
Insurance - P&C
Axis Capital Holdings Limited
AXS
Misquith, Vinay
Financials
Insurance - P&C
Chubb Corporation
CB
Misquith, Vinay
Financials
Insurance - P&C
RE
Misquith, Vinay
Financials
Insurance - P&C
Everest Re Group Ltd.
Marsh & McLennan Companies, Inc.
MMC
Misquith, Vinay
Financials
Insurance - P&C
PartnerRe Ltd.
PRE
Misquith, Vinay
Financials
Insurance - P&C
Progressive Corporation
PGR
Misquith, Vinay
Financials
Insurance - P&C
RenaissanceRe Holdings Ltd.
RNR
Misquith, Vinay
Financials
Insurance - P&C
Travelers Companies, Inc.
TRV
Misquith, Vinay
Financials
Insurance - P&C
WRB
Misquith, Vinay
Financials
Insurance - P&C
W.R. Berkley Corporation
Willis Group Holdings plc
WSH
Misquith, Vinay
Financials
Insurance - P&C
XL Group plc
XL
Misquith, Vinay
Financials
Regional Banks
BancorpSouth Inc.
BXS
Moss, Stephen
Financials
Regional Banks
Hancock Holding Company
HBHC
Moss, Stephen
Financials
Regional Banks
Trustmark Corporation
TRMK
Moss, Stephen
Health Care
Hc Svcs & Tech
Agilent
A
Muken, Ross
Health Care
Hc Svcs & Tech
AmerisourceBergen
ABC
Muken, Ross
Health Care
Hc Svcs & Tech
Bruker
BRKR
Muken, Ross
Health Care
Hc Svcs & Tech
Cardinal Health
CAH
Muken, Ross
Health Care
Hc Svcs & Tech
Charles River
CRL
Muken, Ross
Health Care
Hc Svcs & Tech
Covance
CVD
Muken, Ross
Health Care
Hc Svcs & Tech
CVS/Caremark
CVS
Muken, Ross
Health Care
Hc Svcs & Tech
Danaher
DHR
Muken, Ross
Health Care
Hc Svcs & Tech
Express Scripts
ESRX
Muken, Ross
Health Care
Hc Svcs & Tech
ICON
ICLR
Muken, Ross
Health Care
Hc Svcs & Tech
Illumina
ILMN
Muken, Ross
Health Care
Hc Svcs & Tech
McKesson
MCK
Muken, Ross
Health Care
Hc Svcs & Tech
Mettler-Toledo
MTD
Muken, Ross
Sector
Industry
Company Name
Ticker
Analyst
Health Care
Hc Svcs & Tech
PAREXEL International Corporation
PRXL
Muken, Ross
Health Care
Hc Svcs & Tech
PerkinElmer
PKI
Muken, Ross
Health Care
Hc Svcs & Tech
Quintiles Transnational Holdings Inc.
Q
Muken, Ross
Health Care
Hc Svcs & Tech
Rite Aid
RAD
Muken, Ross
Health Care
Hc Svcs & Tech
Thermo Fisher
TMO
Muken, Ross
Health Care
Hc Svcs & Tech
Walgreens
WAG
Muken, Ross
Health Care
Hc Svcs & Tech
Waters
WAT
Muken, Ross
Technology
Semiconductors And Equip
Analog Devices, Inc.
ADI
Muse, C.J.
Technology
Semiconductors And Equip
Applied Materials, Inc.
AMAT
Muse, C.J.
Technology
Semiconductors And Equip
ASML Holding NV
ASML.NA
Muse, C.J.
Technology
Semiconductors And Equip
Broadcom Corp.
BRCM
Muse, C.J.
Technology
Semiconductors And Equip
Freescale Semiconductor, Ltd.
FSL
Muse, C.J.
Technology
Semiconductors And Equip
Intel Corporation
INTC
Muse, C.J.
Technology
Semiconductors And Equip
KLA-Tencor Corporation
KLAC
Muse, C.J.
Technology
Semiconductors And Equip
Lam Research Corporation
LRCX
Muse, C.J.
Technology
Semiconductors And Equip
Linear Technology Corporation
LLTC
Muse, C.J.
Technology
Semiconductors And Equip
Maxim Integrated Products, Inc.
MXIM
Muse, C.J.
Technology
Semiconductors And Equip
Micron Technology Inc.
MU
Muse, C.J.
Technology
Semiconductors And Equip
NVIDIA Corporation
NVDA
Muse, C.J.
Technology
Semiconductors And Equip
NXP Semiconductors NV
NXPI
Muse, C.J.
Technology
Semiconductors And Equip
QUALCOMM Incorporated
QCOM
Muse, C.J.
Technology
Semiconductors And Equip
SanDisk Corp.
SNDK
Muse, C.J.
Technology
Semiconductors And Equip
Teradyne Inc.
TER
Muse, C.J.
Technology
Semiconductors And Equip
Texas Instruments Inc.
TXN
Muse, C.J.
Consumer
Global Beverages
AB-InBev
BUD
Ottenstein, Robert
Consumer
Global Beverages
AmBev
ABEV
Ottenstein, Robert
Consumer
Global Beverages
Brown-Forman
BF/B
Ottenstein, Robert
Consumer
Global Beverages
Coca-Cola Enterprises Inc.
CCE
Ottenstein, Robert
Consumer
Global Beverages
Constellation Brands
STZ
Ottenstein, Robert
Consumer
Global Beverages
Dr Pepper Snapple Group, Inc.
DPS
Ottenstein, Robert
Consumer
Global Beverages
Molson Coors
TAP
Ottenstein, Robert
Consumer
Global Beverages
Monster
MNST
Ottenstein, Robert
Consumer
Global Beverages
SABMiller
SBMRY
Ottenstein, Robert
Financials
Regional Banks
BB&T Corporation
BBT
Pancari, John
Financials
Regional Banks
City National Corporation
CYN
Pancari, John
Financials
Regional Banks
Comerica Incorporated
CMA
Pancari, John
Financials
Regional Banks
Cullen/Frost Bankers, Inc.
CFR
Pancari, John
Financials
Regional Banks
EWBC
Pancari, John
Financials
Regional Banks
East West Bancorp, Inc.
Everbank Financial Corp.
EVER
Pancari, John
Financials
Regional Banks
First Financial Bankshares, Inc.
FFIN
Pancari, John
Financials
Regional Banks
First Horizon National Corp.
FHN
Pancari, John
Financials
Regional Banks
Regional Banks
FNFG
FRC
Pancari, John
Financials
First Niagara Financial Group, Inc.
First Republic Bank
Financials
Regional Banks
Independent Bank Group Inc.
IBTX
Pancari, John
Financials
Regional Banks
M&T Bank Corporation
MTB
Pancari, John
Financials
Regional Banks
People's United Financial, Inc.
PBCT
Pancari, John
Financials
Regional Banks
Prosperity Bancshares, Inc.
PB
Pancari, John
Financials
Regional Banks
Regions Financial Corp.
RF
Pancari, John
Financials
Regional Banks
Signature Bank
SBNY
Pancari, John
Financials
Regional Banks
SunTrust Banks, Inc.
STI
Pancari, John
Financials
Regional Banks
SVB Financial Group
SIVB
Pancari, John
Financials
Regional Banks
Synovus Financial Corp
SNV
Pancari, John
Financials
Regional Banks
Texas Capital Bancshares, Inc.
TCBI
Pancari, John
Financials
Regional Banks
Webster Financial Corporation
WBS
Pancari, John
Financials
Transportation
Regional Banks
ZION
ALK
Pancari, John
Airlines
Zions Bancorporation
Alaska Air Group, inc.
Transportation
Airlines
Allegiant Travel Company
ALGT
Pfennigwerth, Duane
Transportation
Airlines
American Airlines Group Inc.
AAL
Pfennigwerth, Duane
Pancari, John
Pfennigwerth, Duane
Sector
Transportation
Industry
Company Name
Copa Holdings, S.A.
Ticker
CPA
Analyst
Airlines
Transportation
Airlines
Delta Air Lines, Inc.
DAL
Pfennigwerth, Duane
Transportation
Airlines
Gol Intelligent Airlines Inc.
Pfennigwerth, Duane
Transportation
Airlines
JetBlue Airways Corporation
GOL
JBLU
Transportation
Airlines
Airlines
LFL
RJET
Pfennigwerth, Duane
Transportation
LATAM Airlines Group S.A.
Republic Airways Holdings Inc.
Transportation
Airlines
SkyWest, Inc.
SKYW
Pfennigwerth, Duane
Transportation
Airlines
Southwest Airlines Co.
LUV
Pfennigwerth, Duane
Transportation
Airlines
Spirit Airlines, Inc.
SAVE
Pfennigwerth, Duane
Transportation
Airlines
United Continental Holdings, Inc.
UAL
Pfennigwerth, Duane
Transportation
Airlines
Volaris
VLRS
Pfennigwerth, Duane
Health Care
Pharmaceuticals - Major
The Medicines Company
MDCO
Raffat, Umer
Health Care
Pharmaceuticals - Specialty
Actavis
ACT
Raffat, Umer
Health Care
Pharmaceuticals - Specialty
Allergan
AGN
Raffat, Umer
Health Care
Pharmaceuticals - Specialty
Mylan
MYL
Raffat, Umer
Health Care
Pharmaceuticals - Specialty
Teva
TEVA
Raffat, Umer
Health Care
Pharmaceuticals - Specialty
Valeant
VRX.CN
Raffat, Umer
Industrials
Machinery
Caterpillar Inc
CAT
Raso, David
Industrials
Machinery
CNH Global NV
CNHI
Raso, David
Industrials
Machinery
Cummins Inc
CMI
Raso, David
Industrials
Machinery
Deere & Co
DE
Raso, David
Industrials
Machinery
Eaton Corp
ETN
Raso, David
Industrials
Machinery
Illinois Tool Works Inc
ITW
Raso, David
Industrials
Machinery
Ingersoll-Rand PLC
IR
Raso, David
Industrials
Machinery
Oshkosh Corp
OSK
Raso, David
Industrials
Machinery
PACCAR Inc.
PCAR
Raso, David
Industrials
Machinery
Parker Hannifin Corp
PH
Raso, David
Industrials
Machinery
Terex Corp
TEX
Raso, David
Industrials
Machinery
Timken Co
TKR
Raso, David
Industrials
Machinery
United Rentals Inc
URI
Raso, David
Consumer
Luxury, Apparel & Footwear
Abercrombie & Fitch Co.
ANF
Saad, Omar
Consumer
Luxury, Apparel & Footwear
adidas AG
ADS.GR
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Burberry Group plc
BRBY.LN
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Coach Inc.
COH
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Deckers Outdoor Corp.
DECK
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Fast Retailing
9983.JP
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Foot Locker Inc
FL
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Fossil Inc.
FOSL
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Gap Inc.
GPS
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Guess? Inc.
GES
Saad, Omar
Consumer
Luxury, Apparel & Footwear
H&M
HMB.SS
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Hanesbrands Inc.
HBI
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Inditex
ITX.SM
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Kering (PPR)
KER.FP
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Limited Brands Inc.
LB
Saad, Omar
Consumer
Luxury, Apparel & Footwear
lululemon athletica inc.
LULU
Saad, Omar
Consumer
Luxury, Apparel & Footwear
LVMH
MC.FP
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Michael Kors Holdings Limited
KORS
Saad, Omar
Consumer
Luxury, Apparel & Footwear
MONCLER
MONC.IM
Saad, Omar
Consumer
Luxury, Apparel & Footwear
NIKE, Inc.
NKE
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Prada
1913.HK
Saad, Omar
Consumer
Luxury, Apparel & Footwear
PUMA
PUM.GR
Saad, Omar
Consumer
Luxury, Apparel & Footwear
PVH Corp.
PVH
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Ralph Lauren Corp.
RL
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Richemont
CFR.VX
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Ross Stores Inc.
ROST
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Swatch Group
UHR.VX
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Tiffany & Co.
TIF
Saad, Omar
Pfennigwerth, Duane
Pfennigwerth, Duane
Pfennigwerth, Duane
Sector
Industry
Company Name
Ticker
Analyst
Consumer
Luxury, Apparel & Footwear
TJX Cos.
TJX
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Under Armour Inc.
UA
Saad, Omar
Consumer
Luxury, Apparel & Footwear
Urban Outfitters Inc.
URBN
Saad, Omar
Consumer
Luxury, Apparel & Footwear
VF Corp.
VFC
Saad, Omar
Real Estate
Reits
American Campus Communities
ACC
Sakwa, Steve
Real Estate
Reits
AvalonBay Communities Inc
AVB
Sakwa, Steve
Real Estate
Reits
Boston Properties Inc
BXP
Sakwa, Steve
Real Estate
Reits
Brandywine Realty Trust
BDN
Sakwa, Steve
Real Estate
Reits
Brixmor Property Group Inc.
BRX
Sakwa, Steve
Real Estate
Reits
Camden Property Trust
CPT
Sakwa, Steve
Real Estate
Reits
Corporate Office Properties Trust
OFC
Sakwa, Steve
Real Estate
Reits
CubeSmart
CUBE
Sakwa, Steve
Real Estate
Reits
DCT Industrial Trust Inc.
DCT
Sakwa, Steve
Real Estate
Reits
DDR Corp.
DDR
Sakwa, Steve
Real Estate
Reits
Diamindrock Hospitality
DRH
Sakwa, Steve
Real Estate
Reits
Douglas Emmett Inc
DEI
Sakwa, Steve
Real Estate
Reits
EastGroup Properties
EGP
Sakwa, Steve
Real Estate
Reits
Equity One Inc
EQY
Sakwa, Steve
Real Estate
Reits
Equity Residential
EQR
Sakwa, Steve
Real Estate
Reits
Essex Property Trust Inc
ESS
Sakwa, Steve
Real Estate
Reits
Extra Space Storage Inc.
EXR
Sakwa, Steve
Real Estate
Reits
Federal Realty Investment Trust
FRT
Sakwa, Steve
Real Estate
Reits
General Growth Properties
GGP
Sakwa, Steve
Real Estate
Reits
Home Properties Inc
HME
Sakwa, Steve
Real Estate
Reits
Host Hotels
HST
Sakwa, Steve
Real Estate
Reits
Kilroy Realty Corp
KRC
Sakwa, Steve
Real Estate
Reits
Kimco Realty Corp
KIM
Sakwa, Steve
Real Estate
Reits
LaSalle
LHO
Sakwa, Steve
Real Estate
Reits
Macerich Co/The
MAC
Sakwa, Steve
Real Estate
Reits
Mack-Cali Realty Corp
CLI
Sakwa, Steve
Real Estate
Reits
Pebblebrook Hotel Trust
PEB
Sakwa, Steve
Real Estate
Reits
ProLogis
PLD
Sakwa, Steve
Real Estate
Reits
Public Storage
PSA
Sakwa, Steve
Real Estate
Reits
Regency Centers Corp
REG
Sakwa, Steve
Real Estate
Reits
Simon Property Group Inc
SPG
Sakwa, Steve
Real Estate
Reits
SL Green Realty Corp
SLG
Sakwa, Steve
Real Estate
Reits
Strategic Hotels & Resorts
BEE
Sakwa, Steve
Real Estate
Reits
Sunstone
SHO
Sakwa, Steve
Real Estate
Reits
Tanger Factory Outlet Centers
SKT
Sakwa, Steve
Real Estate
Reits
Taubman Centers Inc
TCO
Sakwa, Steve
Real Estate
Reits
UDR Inc
UDR
Sakwa, Steve
Real Estate
Reits
Data Center Services
VNO
COR
Sakwa, Steve
Communications
Vornado Realty Trust
Coresite Realty Corp.
Communications
Data Center Services
Data Center Services
CONE
DLR
Schildkraut, Jonathan
Communications
CyrusOne, Inc.
Digital Realty Trust, Inc.
Communications
Data Center Services
DuPont Fabros Technology, Inc.
DFT
Schildkraut, Jonathan
Communications
Data Center Services
Equinix, Inc.
EQIX
Schildkraut, Jonathan
Communications
Data Center Services
InterXion Holding N.V.
INXN
Schildkraut, Jonathan
Communications
Data Center Services
Rackspace Hosting, Inc.
RAX
Schildkraut, Jonathan
Communications
Data Center Services
TelecityGroup plc
TCY-GB
Schildkraut, Jonathan
Communications
Telecom Services
T
Schildkraut, Jonathan
Communications
Telecom Services
AT&T
GoGo Inc.
Schildkraut, Jonathan
Communications
Telecom Services
Sprint Corporation
GOGO
S
Communications
Telecom Services
Telecom Services
TMUS
VZ
Schildkraut, Jonathan
Communications
T-Mobile US, Inc.
Verizon Communications Inc.
Communications
Towers
American Tower Corporation
AMT
Schildkraut, Jonathan
Communications
Towers
Crown Castle International Corp.
CCI
Schildkraut, Jonathan
Communications
Towers
SBA Communications Corporation
SBAC
Schildkraut, Jonathan
Schildkraut, Jonathan
Schildkraut, Jonathan
Schildkraut, Jonathan
Schildkraut, Jonathan
Sector
Industry
Company Name
Ticker
Analyst
Energy
Integrated Natural Gas & Mlps
Enbridge Inc.
ENB.CN
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
Energen Corporation
EGN
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
EQM Midstream Partners
EQM
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
EQT Corporation
EQT
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
MDU Resources Group Inc.
MDU
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
National Fuel Gas Co.
NFG
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
ONE Gas
OGS
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
ONEOK Inc.
OKE
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
Oneok Partners
OKS
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
Questar Corporation
STR
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
Williams Companies Inc.
WMB
Schneider, Timm
Energy
Integrated Natural Gas & Mlps
Williams Partners
WPZ
Schneider, Timm
Health Care
Biotech
Acorda Therapeutics Inc
ACOR
Schoenebaum, Mark
Health Care
Biotech
Amgen Inc
AMGN
Schoenebaum, Mark
Health Care
Biotech
Biogen Idec Inc
BIIB
Schoenebaum, Mark
Health Care
Biotech
Celgene Corp
CELG
Schoenebaum, Mark
Health Care
Biotech
Gilead Sciences Inc
GILD
Schoenebaum, Mark
Health Care
Biotech
United Therapeutics Corp
UTHR
Schoenebaum, Mark
Health Care
Biotech
Vertex Pharmaceuticals Inc
VRTX
Schoenebaum, Mark
Health Care
Pharmaceuticals - Major
AbbVie Inc
ABBV
Schoenebaum, Mark
Health Care
Pharmaceuticals - Major
Bristol Myers Squibb
BMY
Schoenebaum, Mark
Health Care
Pharmaceuticals - Major
Eli Lilly & Co.
LLY
Schoenebaum, Mark
Health Care
Pharmaceuticals - Major
Merck & Co Inc
MRK
Schoenebaum, Mark
Health Care
Pharmaceuticals - Major
Pfizer Inc.
PFE
Schoenebaum, Mark
Health Care
Pharmaceuticals - Major
Zoetis
ZTS
Schoenebaum, Mark
Financials
Brokers & Asset Managers
Bank of America
BAC
Schorr, Glenn
Financials
Brokers & Asset Managers
Bank of New York Mellon
BK
Schorr, Glenn
Financials
Brokers & Asset Managers
BlackRock
BLK
Schorr, Glenn
Financials
Brokers & Asset Managers
Blackstone Group L.P.
BX
Schorr, Glenn
Financials
Brokers & Asset Managers
Citigroup Inc.
C
Schorr, Glenn
Financials
Brokers & Asset Managers
Franklin Resources
BEN
Schorr, Glenn
Financials
Brokers & Asset Managers
Goldman Sachs
GS
Schorr, Glenn
Financials
Brokers & Asset Managers
INVESCO
IVZ
Schorr, Glenn
Financials
Brokers & Asset Managers
J.P. Morgan Chase
JPM
Schorr, Glenn
Financials
Brokers & Asset Managers
Legg Mason
LM
Schorr, Glenn
Financials
Brokers & Asset Managers
Morgan Stanley
MS
Schorr, Glenn
Financials
Brokers & Asset Managers
Northern Trust
NTRS
Schorr, Glenn
Financials
Brokers & Asset Managers
State Street
STT
Schorr, Glenn
Financials
Brokers & Asset Managers
T. Rowe Price
TROW
Schorr, Glenn
Financials
Brokers & Asset Managers
The Carlyle Group L.P.
CG
Schorr, Glenn
Technology
Internet
Alibaba Group, Inc.
BABA
Sena, Ken
Technology
Internet
Amazon.com
AMZN
Sena, Ken
Technology
Internet
eBay Inc.
EBAY
Sena, Ken
Technology
Internet
EXPE
Sena, Ken
Technology
Internet
Expedia Inc.
Facebook Inc.
FB
Sena, Ken
Technology
Internet
Google Inc.
GOOGL
Sena, Ken
Technology
Internet
Groupon, Inc.
GRPN
Sena, Ken
Technology
Internet
LinkedIn Corporation
Sena, Ken
Technology
Internet
Netflix, Inc.
LNKD
NFLX
Technology
Internet
Priceline.com Incorporated
PCLN
Sena, Ken
Technology
Internet
TripAdvisor, Inc.
TRIP
Sena, Ken
Technology
Internet
Twitter, Inc.
TWTR
Sena, Ken
Technology
Internet
Yahoo! Inc.
YHOO
Sena, Ken
Technology
Internet
Yelp, Inc.
YELP
Sena, Ken
Energy
Integrated Oil
BP
BP
Terreson, Doug
Energy
Integrated Oil
Chevron Corp
CVX
Terreson, Doug
Energy
Integrated Oil
ConocoPhillips
COP
Terreson, Doug
Energy
Integrated Oil
Exxon Mobil Corp
XOM
Terreson, Doug
Sena, Ken
Sector
Industry
Company Name
Ticker
Analyst
Energy
Integrated Oil
Hess Corp
HES
Terreson, Doug
Energy
Integrated Oil
Marathon Petroleum Corp.
MPC
Terreson, Doug
Energy
Integrated Oil
Occidental Petroleum Corp
OXY
Terreson, Doug
Energy
Integrated Oil
Phillips 66
PSX
Terreson, Doug
Energy
Integrated Oil
Royal Dutch Shell PLC
RDS/A
Terreson, Doug
Energy
Integrated Oil
Suncor Energy Inc. (C$)
SU.CN
Terreson, Doug
Energy
Integrated Oil
Tesoro Corp
TSO
Terreson, Doug
Energy
Integrated Oil
Valero Energy Corp
VLO
Terreson, Doug
Financials
Business Services
West Corporation
WSTC
Togut, David
Financials
Financial Technology
Broadridge Financial Solutions, Inc.
BR
Togut, David
Financials
Financial Technology
DST Systems, Inc.
DST
Togut, David
Financials
Financial Technology
Equifax, Inc.
EFX
Togut, David
Financials
Financial Technology
Experian plc
EXPN.L
Togut, David
Financials
Financial Technology
Fidelity National Informations Services, Inc.
FIS
Togut, David
Financials
Financial Technology
Fiserv, Inc.
FISV
Togut, David
Financials
Financial Technology
Financials
Financial Technology
Intuit Inc.
Jack Henry & Associates, Inc.
INTU
JKHY
Togut, David
Togut, David
Financials
Financial Technology
MSCI Inc.
MSCI
Togut, David
Financials
Financial Technology
Verisk Analytics, Inc.
VRSK
Togut, David
Financials
It Services
ACN
Togut, David
Financials
It Services
Accenture plc
Amadeus IT Holdings, S.A.
Financials
It Services
Cognizant Technology Solutions Corporation
AMS.MC
CTSH
Togut, David
Togut, David
Financials
It Services
Togut, David
Payments/Processing
Sabre Corporation
Alliance Data Systems Corp.
SABR
Financials
ADS
Togut, David
Financials
Payments/Processing
Automatic Data Processing Inc.
ADP
Togut, David
Financials
Payments/Processing
FLT
Togut, David
Financials
Payments/Processing
FleetCor Technologies
Global Payments Inc.
GPN
Togut, David
Financials
Payments/Processing
MasterCard Incorporated
MA
Togut, David
Financials
Payments/Processing
Paychex, Inc.
PAYX
Togut, David
Financials
Payments/Processing
The Western Union Company
WU
Togut, David
Financials
Payments/Processing
Total System Services, Inc.
TSS
Togut, David
Financials
Payments/Processing
Vantiv, Inc.
VNTV
Togut, David
Financials
Payments/Processing
Payments/Processing
V
WEX
Togut, David
Financials
Visa Inc.
WEX Inc.
Energy
Oil Services, Equipment & Drilling Aspen Aerogels Inc
ASPN
West, James
Energy
Oil Services, Equipment & Drilling Atwood Oceanics Inc
ATW
West, James
Energy
Oil Services, Equipment & Drilling Baker Hughes Inc
BHI
West, James
Energy
Oil Services, Equipment & Drilling Basic Energy Services Inc
BAS
West, James
Energy
Oil Services, Equipment & Drilling Bristow Group Inc
BRS
West, James
Energy
Oil Services, Equipment & Drilling C&J Energy Services Inc
CJES
West, James
Energy
Oil Services, Equipment & Drilling Calfrac Well Services Ltd
CFW.CN
West, James
Energy
Oil Services, Equipment & Drilling Cameron International Corp
CAM
West, James
Energy
Oil Services, Equipment & Drilling CARBO Ceramics Inc
CRR
West, James
Energy
Oil Services, Equipment & Drilling Chart Industries Inc
GTLS
West, James
Energy
Oil Services, Equipment & Drilling CHC Group Ltd
HELI
West, James
Energy
Oil Services, Equipment & Drilling Core Laboratories NV
CLB
West, James
Energy
Oil Services, Equipment & Drilling Diamond Offshore Drilling Inc
DO
West, James
Energy
Oil Services, Equipment & Drilling Dresser-Rand Group Inc
DRC
West, James
Energy
Oil Services, Equipment & Drilling Dril-Quip Inc
DRQ
West, James
Energy
Oil Services, Equipment & Drilling Ensco PLC
ESV
West, James
Energy
Oil Services, Equipment & Drilling Ensign Energy Services Inc
ESI.CN
West, James
Energy
Oil Services, Equipment & Drilling Era Group Inc
ERA
West, James
Energy
Oil Services, Equipment & Drilling Exterran Holdings Inc
EXH
West, James
Energy
Oil Services, Equipment & Drilling FMC Technologies Inc
FTI
West, James
Energy
Oil Services, Equipment & Drilling Forum Energy Technologies Inc
FET
West, James
Energy
Oil Services, Equipment & Drilling Frank's International NV
FI
West, James
Energy
Oil Services, Equipment & Drilling Gulfmark Offshore Inc
GLF
West, James
Energy
Oil Services, Equipment & Drilling Halliburton Co
HAL
West, James
Togut, David
Sector
Industry
Ticker
Analyst
Energy
Oil Services, Equipment & Drilling Helmerich & Payne Inc
Company Name
HP
West, James
Energy
Oil Services, Equipment & Drilling Hercules Offshore Inc
HERO
West, James
Energy
Oil Services, Equipment & Drilling Hornbeck Offshore Services Inc
HOS
West, James
Energy
Oil Services, Equipment & Drilling Independence Contract Drilling
ICD
West, James
Energy
Oil Services, Equipment & Drilling ION Geophysical Corp
IO
West, James
Energy
Oil Services, Equipment & Drilling Key Energy Services Inc
KEG
West, James
Energy
Oil Services, Equipment & Drilling MRC Global Inc
MRC
West, James
Energy
Oil Services, Equipment & Drilling Nabors Industries Ltd
NBR
West, James
Energy
Oil Services, Equipment & Drilling National Oilwell Varco Inc
NOV
West, James
Energy
Oil Services, Equipment & Drilling Noble Corp plc
NE
West, James
Energy
Oil Services, Equipment & Drilling North Atlantic Drilling Ltd
NADL
West, James
Energy
Oil Services, Equipment & Drilling NOW Inc
DNOW
West, James
Energy
Oil Services, Equipment & Drilling Ocean Rig UDW Inc
ORIG
West, James
Energy
Oil Services, Equipment & Drilling Oceaneering International Inc
OII
West, James
Energy
Oil Services, Equipment & Drilling Oil States International Inc
OIS
West, James
Energy
Oil Services, Equipment & Drilling Pacific Drilling SA
PACD
West, James
Energy
Oil Services, Equipment & Drilling Paragon Offshore PLC
PGN
West, James
Energy
Oil Services, Equipment & Drilling Parker Drilling Co
PKD
West, James
Energy
Oil Services, Equipment & Drilling Patterson-UTI Energy Inc
PTEN
West, James
Energy
Oil Services, Equipment & Drilling Precision Drilling Corp
PD.CN
West, James
Energy
Oil Services, Equipment & Drilling Rowan Cos Plc
RDC
West, James
Energy
Oil Services, Equipment & Drilling RPC Inc
RES
West, James
Energy
Oil Services, Equipment & Drilling Schlumberger Ltd
SLB
West, James
Energy
Oil Services, Equipment & Drilling SEACOR Holdings Inc
CKH
West, James
Energy
Oil Services, Equipment & Drilling Seadrill Ltd
SDRL
West, James
Energy
Oil Services, Equipment & Drilling Seventy Seven Energy Inc
SSE
West, James
Energy
Oil Services, Equipment & Drilling Superior Energy Services Inc
SPN
West, James
Energy
Oil Services, Equipment & Drilling Tenaris SA
TS
West, James
Energy
Oil Services, Equipment & Drilling TETRA Technologies Inc
TTI
West, James
Energy
Oil Services, Equipment & Drilling Thermon Group Holdings Inc
THR
West, James
Energy
Oil Services, Equipment & Drilling Tidewater Inc
TDW
West, James
Energy
Oil Services, Equipment & Drilling Transocean Inc.
RIG
West, James
Energy
Oil Services, Equipment & Drilling Trican Well Service Ltd
TCW.CN
West, James
Energy
Oil Services, Equipment & Drilling Vantage Drilling Co
VTG
West, James
Energy
Oil Services, Equipment & Drilling Weatherford International PLC
WFT
West, James
Technology
Software
ANSYS Inc.
ANSS
Williams, Mathew
Technology
Software
Autodesk Inc.
ADSK
Williams, Mathew
Technology
Software
DealerTrack Holdings, Inc.
TRAK
Williams, Mathew
Technology
Software
PTC Inc.
PTC
Williams, Mathew
Technology
Software
Tyler Technologies, Inc.
TYL
Williams, Mathew
Media
Media & Information Services
CBS Outdoor Americas, Inc.
CBSO
Young, Tracy
Media
Media & Information Services
Clear Channel Outdoor Holdings Inc.
CCO
Young, Tracy
Media
Media & Information Services
Media
Media & Information Services
Entravision Communications Corp.
Interpublic Group
EVC
IPG
Young, Tracy
Young, Tracy
Media
Media & Information Services
Young, Tracy
Media & Information Services
LIN Media LLC
MDC Partners Inc.
LIN
Media
MDCA
Young, Tracy
Media
Media & Information Services
NXST
Young, Tracy
Media
Media & Information Services
Nexstar Broadcasting Group, Inc.
Sinclair Broadcast Group, Inc.
SBGI
Young, Tracy