Stifel's List Of Top Tech Supply Chain Picks For 2022

Stifel analyst Matthew Sheerin said demand signals in the technology supply chain "remain quite strong for 2022."
However, Sheerin expects ongoing supply shortages to persist through the first half.
Meanwhile, he sees this setting the stage for a solid second half in the space.
In terms of his top picks for 2022 in the space, Sheerin names Hewlett Packard Enterprise Co HPE, Pure Storage Inc PSTG among hardware OEMs.
Sheerin picked Insight Enterprises Inc NSIT in tech distribution.
In electric components, Sheerin named Sensata Technologies Holding PLC ST and Vishay Intertechnology Inc VSH as top picks.
Sheerin has a Buy on all five of his top picks.
Price Action: PSTG shares traded lower by 0.09% at $32.60 in the premarket session on the last check Friday.