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Mobileye Global Inc. (MBLY)
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Ouster (OUST)
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TPG Pace Beneficial Finance (TPGY)
Tritium DCFC (DCFC)
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Xos Inc (XOS)
Electronics Manufacturing Services
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Amkor Technology, Inc. (AMKR)
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Celestica Inc. (CLS)
Flex (FLEX)
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Sanmina Corporation (SANM)
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Western Digital (WDC)
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Amphenol (APH)
Arrow Electronics Inc (ARW)
Avnet Inc (AVT)
Belden (BDC)
CommScope (COMM)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
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Belden (BDC)
July 27, 2020
Some Earnings Preview Thoughts
By Steven Fox
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July 20, 2020
A Peer Enterprise Cable Transaction to Consider
By Steven Fox
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July 6, 2020
Finalizes Grass Valley Divestiture
By Steven Fox
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June 8, 2020
In a Transition Period; Initiate with Equal-Weight
By Steven Fox
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