Companies covered: Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Keurig Dr Pepper Inc. (NASDAQ:KDP), Monster Beverage Corporation (NASDAQ:MNST), Celsius Holdings, Inc. (NASDAQ:CELH), Brown-Forman Corporation (NYSE:BF.A), Constellation Brands Inc (NYSE:STZ), Diageo plc (NYSE:DEO), Pernod Ricard (OTCMKTS:PDRDF), Wynn Resorts, Limited (NASDAQ:WYNN), Churchill Downs, Incorporated (NASDAQ:CHDN), Sportradar Group AG (NASDAQ:SRAD), Genius Sports Ltd. (NYSE:GENI), DraftKings Inc. (NASDAQ:DKNG), IMAX Corporation (NYSE:IMAX), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Hyatt Hotels Corporation (NYSE:H), Cinemark Holdings Inc (NYSE:CNK), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Kraft Heinz Co (NASDAQ:KHC), Campbell Soup Company (NYSE:CPB), Conagra Brands Inc. (NYSE:CAG), McCormick & Company, Incorporated (NYSE:MKC), Hershey Company (The) (NYSE:HSY), Nestle SA (OTCMKTS:NSRGY), Anheuser-Busch Inbev SA (NYSE:BUD), Heineken N.V. (OTCMKTS:HINKY), Molson Coors Brewing Company (NYSE:TAP), Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF), Embotelladora Andina S.A. (NYSE:AKO/B), Ambev S.A. (NYSE:ABEV), Compania Cervecerias Unidas, S.A. (NYSE:CCU), Varun Beverages Ltd. (NSE:VBL), Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX), Coca-Cola Europacific Partners PLC (NYSE:CCEP), Arca Continental, S.A.B. de C.V. (OTCMKTS:EMBVF), Carlsberg A/S (OTCMKTS:CABGY), Alaska Air Group, Inc. (NYSE:ALK), Delta Air Lines, Inc. (NYSE:DAL), United Airlines Holdings (NASDAQ:UAL), Southwest Airlines Company (NYSE:LUV), American Airlines Group, Inc. (NASDAQ:AAL), Mesa Air Group Inc. (NASDAQ:MESA), Joby Aviation, Inc. (NYSE:JOBY), Archer Aviation Inc. (NYSE:ACHR), Spirit Aviation Holdings, Inc. (OTCMKTS:FLYYQ), Las Vegas Sands Corp. (NYSE:LVS), MGM Resorts International (NYSE:MGM), Caesars Entertainment Corporation (NASDAQ:CZR), Flutter Entertainment PLC (NYSE:FLUT), Melco Resorts & Entertainment Ltd. (NASDAQ:MLCO), Entain ADR (OTCMKTS:GMVHY), Inspirato Inc. (NASDAQ: ISPO), Limoneira Co (NASDAQ:LMNR), Snail Inc. (NASDAQ:SNAL), Travel + Leisure Co. (NYSE:TNL)
Companies covered: Interface, Inc. (NASDAQ:TILE), NVIDIA Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Rocket Companies Inc. (NYSE:RKT), Xylem Inc. (NYSE:XYL), Veralto Corp. (NYSE:VLTO), Relx PLC (NYSE:RELX), UL Solutions Inc. (NYSE:ULS), Intel Corporation (NASDAQ:INTC), Gulf Island Fabrication, Inc. (NASDAQ:GIFI), Hurco Companies, Inc. (NASDAQ:HURC), Unifi, Inc. (NYSE:UFI), Culp, Inc. (NYSE:CULP), Seadrill Limited (NYSE:SDRL), Sabine Royalty Trust (NYSE:SBR), San Juan Basin Royalty Trust (NYSE:SJT), Dorian LPG Ltd. (NYSE:LPG), StealthGas, Inc. (NASDAQ:GASS), Hooker Furnishings Corporation (NASDAQ:HOFT), Ethan Allen Interiors Inc. (NYSE:ETD), Flexsteel Industries, Inc. (NASDAQ:FLXS), Heartland Express, Inc. (NASDAQ:HTLD), Marten Transport, Ltd. (NASDAQ:MRTN), Tri Pointe Homes, Inc. (NYSE:TPH), Ingles Markets, Incorporated (NASDAQ:IMKTA), SEACOR Marine Holdings Inc. (NYSE:SMHI), AppLovin Corp. (NASDAQ:APP), Oracle Corporation (NYSE:ORCL), ASML Holding N.V. (NASDAQ:ASML), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Advanced Micro Devices, Inc. (NASDAQ:AMD)
Companies covered: AT&T Inc. (NYSE:T), Comcast Corporation (NASDAQ:CMCSA), Verizon Communications Inc. (NYSE:VZ), Lumentum Holdings Inc (NASDAQ:LITE), Coherent, Inc. (NASDAQ:COHR), Ciena Corporation (NYSE:CIEN), Arista Networks, Inc. (NYSE:ANET), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Oracle Corporation (NYSE:ORCL), NVIDIA Corporation (NASDAQ:NVDA), Eutelsat Communications SA (OTCMKTS:ETCMY), Tesla Motors, Inc. (NASDAQ:TSLA), Rocket Lab USA Inc. (NASDAQ:RKLB), CenterPoint Energy, Inc. (NYSE:CNP), Entergy Corporation (NYSE:ETR), IDACORP, Inc. (NYSE:IDA), Sempra Energy (NYSE:SRE), DTE Energy Co. (NYSE:DTE), NiSource, Inc (NYSE:NI), Dominion Energy, Inc. (NYSE:D), Xcel Energy Inc. (NYSE:XEL), WEC Energy Group Inc (NYSE:WEC), Consolidated Edison Inc (NYSE:ED), NuScale Power Corp. (NYSE:SMR), Eversource Energy (NYSE:ES), Essential Utilities Inc. (NYSE:WTRG), NewJersey Resources Corporation (NYSE:NJR), Edison International (NYSE:EIX), Portland General Electric Company (NYSE:POR), American Superconductor Corporation (NASDAQ:AMSC), Baylin Technologies Inc. (OTCMKTS:BYLTF), DevvStream Corp. (NASDAQ:DEVS), Global Water Resources Inc. (NASDAQ:GWRS), Uniti Group (NASDAQ:UNIT), Vantage Corp. (NYSEAMERICAN:VNTG), WidePoint Corporation (NYSEAMERICAN:WYY)
Companies covered: TJX Companies, Inc. (The) (NYSE:TJX), O’Reilly Automotive Inc. (NASDAQ:ORLY), Bank Of New York Mellon Corporation (The) (NYSE:BK), Eaton Corporation, PLC (NYSE:ETN), Trane Technologies PLC (NYSE:TT), Oracle Corporation (NYSE:ORCL), Broadcom Ltd (NASDAQ:AVGO), Waste Management, Inc. (NYSE:WM), General Dynamics Corporation (NYSE:GD), Amphenol Corporation (NYSE:APH), Accenture plc. (NYSE:ACN), Wolters Kluwer NV - ADR (OTCMKTS:WTKWY), Marsh & McLennan Companies, Inc. (NYSE:MMC), Vulcan Materials Company (NYSE:VMC), Linde PLC (NYSE:LIN), Medtronic, Inc. (NYSE:MDT), Fiserv, Inc. (NYSE:FI), Paypal Holdings Inc (NASDAQ:PYPL), Starbucks Corporation (NASDAQ:SBUX), QUALCOMM Incorporated (NASDAQ:QCOM), Texas Instruments Incorporated (NASDAQ:TXN), Amgen Inc. (NASDAQ:AMGN), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Target Corporation (NYSE:TGT), Netflix, Inc. (NASDAQ:NFLX), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), NVIDIA Corporation (NASDAQ:NVDA), Snowflake Inc. (NYSE:SNOW), Arista Networks, Inc. (NYSE:ANET), Datadog Inc. (NASDAQ:DDOG), Lam Research Corporation (NASDAQ:LRCX), Cloudflare Inc. (NYSE:NET), Argenx SE (ADR) (NASDAQ:ARGX), Insmed, Inc. (NASDAQ:INSM), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Booking Holdings (NASDAQ:BKNG), Howmet Aerospace (NYSE:HWM), MercadoLibre, Inc. (NASDAQ:MELI), Spotify Technology SA (NYSE:SPOT), Pepsico, Inc. (NASDAQ:PEP), Amazon.com, Inc. (NASDAQ:AMZN), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), Dicks Sporting Goods Inc. (NYSE:DKS), Foot Locker, Inc. (NYSE:FL), Nike, Inc. (NYSE:NKE)
Companies covered: Dow Inc. (NYSE:DOW), LyondellBasell Industries NV (NYSE:LYB), DuPont de Nemours Inc. (NYSE:DD), Entegris, Inc. (NASDAQ:ENTG), Tesla Motors, Inc. (NASDAQ:TSLA), Corteva Inc. (NYSE:CTVA), Bayer AG (ADR) (OTCMKTS:BAYRY), Nutrien Ltd. (NYSE:NTR), Mosaic Company (The) (NYSE:MOS), Albemarle Corporation (NYSE:ALB), FMC Corporation (NYSE:FMC), CRH PLC (NYSE:CRH), Owens Corning Inc (NYSE:OC), Carlisle Companies Incorporated (NYSE:CSL), MasterBrand Inc. (NYSE:MBC), Arcosa Inc. (NYSE:ACA), QXO, Inc. (NYSE:QXO), American Woodmark Corporation (NASDAQ:AMWD), Martin Marietta Materials, Inc. (NYSE:MLM), Armstrong World Industries Inc (NYSE:AWI), James Hardie Industries plc. (NYSE:JHX), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), CNH Industrial N.V. (NYSE:CNH), AGCO Corporation (NYSE:AGCO), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Toll Brothers Inc. (NYSE:TOL), Millrose Properties, Inc. (NYSE:MRP), NVR, Inc. (NYSE:NVR), Fortune Brands Innovations Inc. (NYSE:FBIN), Masco Corporation (NYSE:MAS), Johnson Controls, Inc. (NYSE:JCI), Carrier Global Corp. (NYSE:CARR), Trane Technologies PLC (NYSE:TT), Union Pacific Corporation (NYSE:UNP), Norfolk Southern Corporation (NYSE:NSC), Berkshire Hathaway Inc. (NYSE:BRK/A), CSX Corporation (NYSE:CSX), Sterling Infrastructure, Inc. (NASDAQ:STRL), Knife River Corp. (NYSE:KNF), Construction Partners Inc. (NASDAQ:ROAD), Vulcan Materials Company (NYSE:VMC), APi Group Corp. (NYSE:APG), Acuren Corp. (NYSE:TIC), Mohawk Industries, Inc. (NYSE:MHK), Interface, Inc. (NASDAQ:TILE), Louisiana-Pacific Corporation (NYSE:LPX), Home Depot, Inc. (The) (NYSE:HD), GMS Inc. (NYSE:GMS), Lowe's Companies, Inc. (NYSE:LOW), Core & Main Inc. (NYSE:CNM), Accsys Technologies PLC (OTCMKTS:ACSYF), Alto Ingredients Inc. (NASDAQ:ALTO), Avantium NV (OTCMKTS:AVTXF), Oil-Dri Corporation Of America (NYSE:ODC), SenesTech Inc. (NASDAQ:SNES), Trex Company, Inc. (NYSE:TREX), Worthington Steel Inc. (NYSE:WS)
