Research Management
Holly Hansen
Director of Research &
Head of Institutional Sales
hhansen@thinkequity.com
Michael Armstrong
COO of Research
marmstrong@thinkequity.com
Technology & Communications
Semiconductors
Suji De Silva, CFA
sdesilva@thinkequity.com
- PC/ Storage/Memory
- Digital / Communications
- Power Semiconductors
- Handset RF / Intellectual Property
Data Center Infrastructure
Rajesh Ghai, CFA
rghai@thinkequity.com
- Networked Storage
- Compute and Virtualization
- Networking & WLAN
Mobile Broadband and Communications Infrastructure
Mark McKechnie
mmckechnie@thinkequity.com
- Smart Phone & Tablet Technologies
- Communications Infrastructure Innovators
- Video Everywhere Technologies
Infrastructure, Mobile and Design Software
Daniel Cummins
dcummins@thinkequity.com
- Infrastructure Software
- Security Software
- Design and Simulation Software
Cleantechnology
Solar Energy, Grid Modernization
Colin Rusch
crusch@thinkequity.com
- Lighting & Efficiency
- Energy Storage & Alternative Transportation
- Emerging Environmental Technologies
- Capital Equipment
- Solar
Media & Internet
Internet
Ronald V. Josey III
rjosey@thinkequity.com
- Consumer Internet
- Online Advertising & Social Media
- eCommerce
- Online Video, Online Travel, and the Mobile Internet
Digital
Robert Coolbrith
rcoolbrith@thinkequity.com
- Interactive Marketing Services
- Digital Content Infrastructure
Healthcare & Life Sciences
Biotechnology
Mani Mohindru, Ph.D.
mmohindru@thinkequity.com
- Oncology
- Targeted Therapies
- Autoimmune Diseases
Specialty Pharmaceuticals
James Molloy
jmolloy@thinkequity.com
- CNS Treatments
- Women's Health
- Gastrointestinal Disorders
- Generics