Coverage Universe

The Battle Road Alert coverage universe features more than 250 growth-oriented companies which have come public in the last fifteen years in the following sectors: Software, Internet, Hardware, Consumer, EVs and Manufacturing, and Business Services. The composition of the universe is as follows:

Over 70 percent of the stocks range in value between $500 million and $20 billion, while the median market cap of the universe exceeds $3 billion. Some of the livelier stocks in our coverage universe include: Pure Storage (NYSE: PSTG), Carvana (NYSE: CVNA), Snap (NYSE: SNAP), Chewy (NYSE: CHWY), Zeta Global (NYSE: ZETA), Lyft (NASDAQ: LYFT), Shake Shack (NYSE: SHAK), Peloton Interactive (NASDAQ: PTON), and Palantir Technologies  (NYSE: PLTR).

The Battle Road Alert coverage universe includes many of the most important large and mega-cap stock offerings that have come public in the last fifteen years in each of the above-mentioned sectors. Thus, Meta Platforms (NASDAQ: META), Tesla (NASDAQ: TSLA), Palo Alto Networks (NYSE: PANW), Snowflake (NYSE: SNOW), ServiceNow (NYSE: NOW), Uber Technologies (NYSE: UBER), Shopify (NYSE: SHOP), and GoDaddy (NYSE:GDDY) are all members of the coverage universe.

In recent years, we have added select spin-offs, and direct listings, such as Spotify Technology (NYSE: SPOT), Palantir Technologies (NYSE: PLTR), Asana (NYSE: ASAN), the WK Kellogg Company (NYSE: KLG), Atlanta Braves (NASDAQ: BATRK), and GE Vernova (NYSE: GEV) to the Battle Road Alert Coverage Universe.

Beginning in February of 2023, we added a new sector focused on EVs and Manufacturing stocks. The new section recognizes growing client interest in the Electric Vehicle market, and companies whose products are utilized to create sustainable transportation. With EVs rising to nearly ten percent of all new cars purchased around the world last year, the sector remains one of interest and intrigue.

Among the new companies added to the list are EV OEMS, suppliers, and charging infrastructure companies, some of which came public via the SPAC route, while others chose the more traditional IPO path. The new and expanded EV and Manufacturing sector coverage of The Battle Road Alert includes: Tesla (NASDAQ: TSLA), Rivian Automotive (NASDAQ: RIVN), Protolabs (NYSE: PRLB)Ferrari (NYSE: RACE)Mobileye Global (NASDAQ: MBLY)Xometry (NASDAQ: XMTR)Lucid Motors (NASDAQ: LCID), Nikola (NASDAQ: NKLA), & EVgo (NASDAQ: EVGO).

Over 95 percent of the universe is comprised of U.S. securities, though we do add foreign stocks from time to time, when our clients request that they be added to the list, or when we believe the stock will be integral to our sector coverage. Companies based outside of the U.S. include: MercadoLibre (NASDAQ: MELI)Ferrari (NYSE: RACE), Spotify Technology (NYSE: SPOT), Mobileye Global (NASDAQ: MBLY), Criteo (NASDAQ: CRTO), and Atlassian (NASDAQ: TEAM).

 

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