GOLDMAN REFRESHES U.S. CONVICTION LIST

Goldman Sachs added Applied Materials ( $AMAT), Delta ( $DAL.US ), Microsoft ( $MSFT ), O'Reilly Automotive ( $ORLY), Viking Holdings ( $VIK) and UPS to its U.S. Conviction List.

The firm removed Broadcom ( $AVGO), Dick's Sporting Goods ( $DKS), Johnson & Johnson ( $JNJ) and ServiceNow ( $NOW ).