Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>Semis strength continued in June, offsetting declines nearly everywhere else and leaving the WTR AI Index flat. </li><li>The WTR AI Index slipped 0.1% M/M, above the S&amp;P 500 (down 1.1%) and the Nasdaq (down 0.2%) but below the Russell 2000 (up 3.6%).</li><li>Semiconductors (22% of the index) rose 16.8%, accelerating from the 12.8% gain in May and retaking sector leadership from Software, which swung from +28.0% in May to a 3.7% decline. </li></ul>

Semis strength continued in June, offsetting declines nearly everywhere else and leaving the WTR AI Index flat. The WTR AI Index slipped 0.1% M/M, above the S&amp;P 500 (down 1.1%) and the Nasdaq (down 0.2%) but below the Russell 2000 (up 3.6%).Semiconductors (22% of the index) rose 16.8%, accelerating from the 12.8% gain in May and retaking sector leadership from Software, which swung from +28.0% in May to a 3.7% decline. 

AI Flow Index : Sailing a Sea of Companies in AI Download as PDF | LinkedInX

Japan

Allegro Microsystems, Inc. develops advanced semiconductor devices. The Company provides power and sensing solutions for motion control. Allegro Microsystems serves customers worldwide.

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Allegro MicroSystems (ALGM US)

AI Flow Index : Sailing a Sea of Companies in AI Download as PDF | LinkedInX

The WTR AI Index slipped 0.1% M/M, above the S&P 500 (down 1.1%) and the Nasdaq (down 0.2%) but below the Russell 2000 (up 3.6%).

Water Tower Research

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