Global Community

Fluence Energy, Inc. (NASDAQ: FLNC) is a global leader in energy storage solutions, operating within a rapidly expanding sector driven by the global shift towards renewable energy.

Microsoft Corporation (MSFT) has demonstrated consistent growth and maintains a strong position in the technology sector. Microsoft is a company that designs and sells hardware devices, such as the Xbox 360 and Surface Pro.

Sector: Communication Services Industry: Internet Content & Information Market Capitalization: $19.7b (mid cap) Major Competitors: Pinterest (PINS) faces intense competition from a variety of social media platforms, search engines, and e-commerce-focused platforms. Some of its major and direct competitors in the digital advertising and social media space include: Meta Platforms (formerly Facebook) Platforms: Facebook, Instagram, WhatsApp Competitive Aspects: Meta's platforms dominate the social media advertising space, and they offer rich, data-driven ad products similar to Pinterest's.

Coupang Inc. (NYSE: CPNG) is a prominent e-commerce company based in South Korea, often referred to as the "Amazon of South Korea." Sector: Technology Industry: e-commerce, Internet Retail, Consumer Cyclical Market Capitalization: 40.0b (mid cap) Major Competitors: Local Competitors in South Korea Naver: Naver is South Korea's largest search engine and one of the biggest competitors to Coupang in the e-commerce space.

Operates primarily in the biometric security and identity verification market, focusing on areas such as airport security, venue access, and membership-based identity solutions. Sector: Technology Industry: Software - Application, Travel, Biometric security, identity verification Market Capitalization: $3.8b (Mid Cap) Major Competitors: TSA PreCheck (Transportation Security Administration): A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.

Catalysts With the advancement of AI there will be high demand for High Bandwidth Memory (HBM) devices for AI data centres. Micron are in a strong position to serve AI demand for fast storage as these data-intensive applications proliferate.

Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.

Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.

Elevance Health, Inc. (NYSE: ELV) is a prominent player in the health benefits industry, offering a range of services including medical, pharmaceutical, dental, and behavioral health plans.