US Conviction List Directors Cut July 2026 Spotlight

The July 2026 edition of the US Conviction List - Directors' Cut introduces new ideas in Estee Lauder, Nextpower, and Wells Fargo, while removing Brixmor, Duke Energy, and nVENT.

Key Takeaways

• 1.The July 2026 edition of the US Conviction List - Directors' Cut adds Estee Lauder Co. (EL), Nextpower (NXT), and Wells Fargo & Co. (WFC).
• 2.Brixmor Property Group (BRX), Duke Energy (DUK), and nVENT Electric (NVT) were removed from the US Conviction List.

Table of Contents

• US Conviction List - Directors' Cut
• Disclosure Appendix
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Ratings, coverage universe and related definitions

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