Initiated Buy X

A Agilent

Rothschild & Co Redburn

$165

Downgrades Buy Neutral X

ACN Accenture

Rothschild & Co Redburn

$250

Downgrades Neutral Sell X

ADBE Adobe

Rothschild & Co Redburn

$280

Upgrades Neutral Buy X

AFRM Affirm

Rothschild & Co Redburn

$101

Initiated Neutral X

AFRM Affirm

Rothschild & Co Redburn

$74

Downgrades Buy Neutral X

AMAT Applied Materials

Rothschild & Co Redburn

$200

Upgrades Neutral Buy X

BA Boeing

Rothschild & Co Redburn

$275

Upgrades Sell Neutral X

BF-B Brown-Forman

Rothschild & Co Redburn

$30

Downgrades Neutral Sell X

CHD Church & Dwight

Rothschild & Co Redburn

$83

Upgrades Neutral Buy X

CMG Chipotle Mexican Grill

Rothschild & Co Redburn

$55

Initiated Buy X

COF Capital One

Rothschild & Co Redburn

$290

Upgrades Neutral Buy X

COIN Coinbase Global

Rothschild & Co Redburn

$417

Downgrades Buy Neutral X

DHR Danaher

Rothschild & Co Redburn

$220

Upgrades Neutral Buy X

DOW Dow

Rothschild & Co Redburn

$40

Initiated Neutral X

ETN Eaton

Rothschild & Co Redburn

$336

Upgrades Sell Neutral X

FDS FactSet

Rothschild & Co Redburn

$370

Upgrades Neutral Buy X

ICLR ICON plc

Rothschild & Co Redburn

$236

Initiated Sell X

INFY Infosys

Rothschild & Co Redburn

$12

Upgrades Neutral Buy X

KVUE Kenvue

Rothschild & Co Redburn

$22

Downgrades Buy Neutral X

LPLA LPL Financial

Rothschild & Co Redburn

$390

Downgrades Buy Neutral X

LYV Live Nation

Rothschild & Co Redburn

$170

Downgrades Buy Neutral X

MEDP Medpace

Rothschild & Co Redburn

$474

Initiated Neutral X

MLTX MoonLake Immunotherapeutics

Rothschild & Co Redburn

$65

Downgrades Buy Neutral X

MNST Monster Beverage

Rothschild & Co Redburn

$60

Upgrades Neutral Buy X

NVO Novo Nordisk A/S

Rothschild & Co Redburn

Initiated Buy X

REGN Regeneron Pharma

Rothschild & Co Redburn

$890

Downgrades Buy Neutral X

SABR Sabre

Rothschild & Co Redburn

$2.40

Initiated Neutral X

SOFI SoFi Technologies

Rothschild & Co Redburn

$20.50

Initiated Neutral X

SYF Synchrony Financial

Rothschild & Co Redburn

$72

Initiated Neutral X

SYK Stryker

Rothschild & Co Redburn

$420

Upgrades Sell Neutral X

TMUS T-Mobile US

Rothschild & Co Redburn

$228

Downgrades Buy Neutral X

TW Tradeweb Markets

Rothschild & Co Redburn

$129

Downgrades Buy Neutral X

UAA Under Armour

Rothschild & Co Redburn

$6

Initiated Neutral X

VRT Vertiv

Rothschild & Co Redburn

$135

Initiated Buy X

WAT Waters

Rothschild & Co Redburn

$390

Upgrades Sell Neutral X

WMG Warner Music Group

Rothschild & Co Redburn

$30

Initiated Buy X

WST West Pharm

Rothschild & Co Redburn

$311

Initiated Buy X

ZBH Zimmer Biomet

Rothschild & Co Redburn

$130