Aug. 20 at 7:39 AM
$FISV $RBLX $AWK $CTSH $OTIS Fiserv benefits from payments and merchant-services growth, Roblox benefits from bookings and digital engagement, American Water Works benefits from regulated water demand, Cognizant benefits from enterprise IT spending, and Otis benefits from elevator modernization and construction activity. I'm watching payment volumes, bookings, water regulation, IT budgets, and building activity.