CCOI emerges as demand for scalable networks and fast-track 5G deployment supports select wireless players despite industry pressures.

American Water Works stands out as infrastructure needs, lower rates and rising demand shape opportunities across the water supply industry.

Ondas gains from strong drone demand as the network software industry battles macro pressures and rising cloud-security needs.

NTCT stands out as AI adoption, 5G rollout and rising observability needs drive strength across the computer-networking space.

Telefonica, Rogers and Lumen emerge as notable standouts in a pressured communications sector, supported by 5G expansion, fiber densification and...

Telefonica, Rogers and Lumen emerge as notable standouts in a pressured communications sector, supported by 5G expansion, fiber densification and...

CRWD and peers gain from rising cyber threats and cloud migration even as macro pressures challenge near-term security spending.

OI gains attention as rising demand for sustainable glass and smart building materials lifts prospects across the glass products industry.

Xylem, Zurn Elkay and Republic Services stand out as tech, ESG momentum and rising waste volumes fuel growth across the waste management industry.

Visa, Mastercard, PayPal, Fiserv and Global Payments stand out as cross-border growth and digital adoption offset rising tech and security costs.