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.

Equity Research Firm

Thematic (Sector/Industry)

<div><ul><li>Water Tower AI Flow Index. We monitor ~400 public companies across tech and AI for performance and AI-related news flow.</li><li>AI buildout doubts caught up with the infrastructure trade in July.</li><li>The WTR AI Index fell 12.4% M/M, below the S&amp;P 500 (down 0.1%), the Russell 2000 (down 3.1%), and the Nasdaq (down 6.6%). </li></ul></div>

Water Tower AI Flow Index. We monitor ~400 public companies across tech and AI for performance and AI-related news flow.AI buildout doubts caught up with the infrastructure trade in July.The WTR AI Index fell 12.4% M/M, below the S&amp;P 500 (down 0.1%), the Russell 2000 (down 3.1%), and the Nasdaq (down 6.6%). 

AI Flow Index : Sailing a Sea of Companies in AI

<ul><li>The digital transformation services market is big, at more than $2 trillion this year, and growing at a 23% CAGR. </li><li>According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations must become significantly more digitized.</li><li>The reason digital transformation is growing is the benefits of a true digital transformation are significant, including improved operations, time-to-market, and customer experience, and COVID-19 just accelerated the trend. </li></ul>

The digital transformation services market is big, at more than $2 trillion this year, and growing at a 23% CAGR. According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations must become significantly more digitized.The reason digital transformation is growing is the benefits of a true digital transformation are significant, including improved operations, time-to-market, and customer experience, and COVID-19 just accelerated the trend. 

United States

EPAM Systems, Inc. provides software development, outsourcing services, e-business, enterprise relationship management, and content management solutions.

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Epam Systems (EPAM US)

AI Flow Index : Sailing a Sea of Companies in AI

Water Tower AI Flow Index. We monitor ~400 public companies across tech and AI for performance and AI-related news flow.AI buildout doubts caught...

Water Tower Research

Tech Talk: Digital Transformation

According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations...

Water Tower Research

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