Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), ASML Holding N.V. (NASDAQ:ASML), Broadcom Ltd (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ:AMD), Micron Technology, Inc. (NASDAQ:MU), SanDisk Corporation (NASDAQ:SNDK), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Infineon Technologies AG (OTCMKTS:IFNNY), ON Semiconductor Corp. (NASDAQ:ON), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), GE Vernova Inc. (NYSE:GEV), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Meta Platforms Inc. (NASDAQ:META), Cerebras Systems, Inc. (NASDAQ:CBRS), Intel Corporation (NASDAQ:INTC), Lam Research Corporation (NASDAQ:LRCX), Applied Materials, Inc. (NASDAQ:AMAT), QUALCOMM Incorporated (NASDAQ:QCOM), CoreWeave, Inc. (NASDAQ:CRWV), NETGEAR, Inc. (NASDAQ:NTGR), Apple Inc. (NASDAQ:AAPL), Braze Inc. (NASDAQ:BRZE), Bill.com Holdings (NYSE:BILL), Amplitude Inc. (NASDAQ:AMPL), Workday, Inc. (NYSE:WDAY), Salesforce.com Inc (NYSE:CRM), DocuSign (NASDAQ:DOCU), Adobe Systems Incorporated (NASDAQ:ADBE), Oracle Corporation (NYSE:ORCL), UiPath Inc. (NYSE:PATH), SPS Commerce, Inc. (NASDAQ:SPSC), Paylocity Holding Corporation (NASDAQ:PCTY), Klaviyo, Inc. (NYSE:KVYO), Zeta Global Holdings Corp. (NYSE:ZETA), Cadence Design Systems, Inc. (NASDAQ:CDNS), PTC Inc. (NASDAQ:PTC), Autodesk, Inc. (NASDAQ:ADSK), Bentley Systems Inc. (NASDAQ:BSY), ANSYS, Inc. (NASDAQ:ANSS), Synopsys, Inc. (NASDAQ:SNPS), Arbe Robotics Ltd. (NASDAQ:ARBE), DHI Group Inc. (NYSE:DHX), Foresight Autonomous Holdings Ltd. (NASDAQ:FRSX), ReposiTrak Inc. (NYSE:TRAK), SS Innovations International, Inc. (NASDAQ:SSII), Wetour Robotics Ltd. (NASDAQ:WETO)
Companies covered: Oil-Dri Corporation Of America (NYSE:ODC), Sprott Inc. (NYSE:SII), Postal Realty Trust (NYSE:PSTL), LSI Industries Inc. (NASDAQ:LYTS), The Hackett Group, Inc. (NASDAQ:HCKT), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Devon Energy Corporation (NYSE:DVN), BP p.l.c. (NYSE:BP), Shell PLC (NYSE:SHEL), TotalEnergies SE (NYSE:TTE), Boeing Company (The) (NYSE:BA), Elevance Health Inc. (NYSE:ELV), Colgate-Palmolive Company (NYSE:CL), MetLife, Inc. (NYSE:MET), Heico Corporation (NYSE:HEI), LeMaitre Vascular, Inc. (NASDAQ:LMAT), Nike, Inc. (NYSE:NKE), Nasdaq Inc (NASDAQ:NDAQ), Phillips 66 (NYSE:PSX), ONEOK, Inc. (NYSE:OKE), Constellation Energy Corp. (NASDAQ:CEG), NextEra Energy, Inc. (NYSE:NEE), Automatic Data Processing, Inc. (NASDAQ:ADP), Intuit Inc. (NASDAQ:INTU), Microsoft Corporation (NASDAQ:MSFT), NVIDIA Corporation (NASDAQ:NVDA), TJX Companies, Inc. (The) (NYSE:TJX), Enbridge Inc (NYSE:ENB), Wells Fargo & Company (NYSE:WFC), JPMorgan Chase & Co. (NYSE:JPM), Morgan Stanley (NYSE:MS), Starbucks Corporation (NASDAQ:SBUX), Estee Lauder Companies, Inc. (The) (NYSE:EL)
Companies covered: Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), RTX Corp. (Raytheon) (NYSE:RTX), GE Aerospace (General Electric Company) (NYSE:GE), Lockheed Martin Corporation (NYSE:LMT), L3Harris Technologies Inc. (NYSE:LHX), Northrop Grumman Corporation (NYSE:NOC), Transdigm Group Incorporated (NYSE:TDG), GE Vernova Inc. (NYSE:GEV), Delta Air Lines, Inc. (NYSE:DAL), Caterpillar, Inc. (NYSE:CAT), Deere & Company (NYSE:DE), Fortive Corp (NYSE:FTV), Infineon Technologies AG (OTCMKTS:IFNNY), TE Connectivity Ltd. (NYSE:TEL), Amphenol Corporation (NYSE:APH), Vertiv Holdings Co. (NYSE:VRT), Rolls-Royce Holding PLC (OTCMKTS:RYCEY), Parker-Hannifin Corporation (NYSE:PH), Eaton Corporation, PLC (NYSE:ETN), Honeywell International Inc. (NYSE:HON), United Technologies Corporation (NYSE:UTX), Renesas Electronics Corporation (OTCMKTS:RNECY), Delta Electronics, Inc. (OTCMKTS:DLEGF), Sandvik AB - ADR (OTCMKTS:SDVKY), MDA Space Ltd. (NYSE:MDA), Horizon Aircraft (NASDAQ:HOVRW), Momentus Inc. (NASDAQ:MNTS), Rocket Lab Corp. (NASDAQ:RKLB), Standex International Corporation (NYSE:SXI)
Companies covered: Porch Group Inc. (NASDAQ:PRCH), MongoDB Inc. (NASDAQ:MDB), Cloudflare Inc. (NYSE:NET), CrowdStrike Holdings (NASDAQ:CRWD), Circle Internet Group Inc. (NYSE:CRCL), Coinbase Global Inc. (NASDAQ:COIN), Robinhood Markets Inc. (NASDAQ:HOOD), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Samsung Electronics Co Ltd (KRX:005930), SK Hynix (KRX:000660), MiniMax Group Inc. (HKG:0100), Knowledge Atlas Technology JSC Ltd. (HKG:2513), Alphabet Inc (NASDAQ:GOOG), Western Digital Corporation (NASDAQ:WDC), SanDisk Corporation (NASDAQ:SNDK), Lumentum Holdings Inc (NASDAQ:LITE), Coherent, Inc. (NASDAQ:COHR), Palantir Technologies Inc. (NASDAQ:PLTR), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Seagate Technology. (NASDAQ:STX), Palo Alto Networks, Inc. (NYSE:PANW), Legence Corp. (NASDAQ:LGN), Noble Corporation (NYSE:NE), Fabrinet (NYSE:FN), HubSpot, Inc. (NYSE:HUBS), Intel Corporation (NASDAQ:INTC)
Companies covered: Ares Capital Corporation (NYSE:ARY), Golub Capital BDC, Inc. (NASDAQ:GBDC), Main Street Capital Corporation (NYSE:MAIN), Kayne Anderson BDC, Inc. (NYSE:KBDC), MSC Income Fund, Inc. (NYSE:MSIF), Marcus & Millichap, Inc. (NYSE:MMI), Global Net Lease, Inc. (NYSE:GNL), Rand Capital Corporation (NASDAQ:RAND), Ares Capital Corporation (NASDAQ:ARCC), Sixth Street Specialty Lending Inc. (NYSE:TSLX), FS KKR Capital Corp. (NYSE:FSK), New Mountain Finance Corporation (NYSE:NMFC), Blue Owl Capital Corp. (NYSE:OBDC), Blackstone Mortgage Trust, Inc. (NYSE:BXMT), Blue Owl Technology Finance Corp. (NYSE:OTF), Carlyle Secured Lending, Inc. (NASDAQ:CGBD), Boston Properties, Inc. (NYSE:BXP), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Alpine Income Property Trust Inc. (NYSE:PINE), Community Healthcare Trust (NYSE:CHCT), Terreno Realty Corporation (NYSE:TRNO), ProLogis, Inc. (NYSE:PLD), CBRE Group, Inc. (NYSE:CBRE), Jones Lang LaSalle Incorporated (NYSE:JLL), Walker & Dunlop, Inc. (NYSE:WD), American Homes 4 Rent (NYSE:AMH), Newmark Group Inc. (NASDAQ:NMRK), STARWOOD PROPERTY TRUST, INC. (NYSE:STWD), Arbor Realty Trust (NYSE:ABR), Offerpad Solutions Inc. (NYSE:OPAD), Porch Group Inc. (NASDAQ:PRCH), VICI Properties Inc (NYSE:VICI), CoStar Group, Inc. (NASDAQ:CSGP), Cushman & Wakefield PLC (NYSE:CWK), Colliers International Group Inc (NASDAQ:CIGI), Compass Inc. (NYSE:COMP), Zillow, Inc. (NASDAQ:Z), Opendoor Technologies Inc. (NASDAQ:OPEN), FirstService Corp (NASDAQ:FSV), Real Brokerage Inc. (NASDAQ:REAX), Crescent Capital BDC Inc. (NASDAQ:CCAP), Gladstone Investment Corporation (NASDAQ:GAIN), Capital Southwest Corporation (NASDAQ:CSWC)
