Companies covered: Confluent Inc. (NASDAQ:CFLT), Expedia, Inc. (NASDAQ:EXPE), Tesla Motors, Inc. (NASDAQ:TSLA), Celsius Holdings, Inc. (NASDAQ:CELH), QCR Holdings, Inc. (NASDAQ:QCRH), Fifth Third Bancorp (NASDAQ:FITB), East West Bancorp, Inc. (NASDAQ:EWBC), Coastal Carolina Bancshares, Inc. (OTCMKTS:CCNB), Virginia National Bankshares Corp. (NASDAQ:VABK), SmartFinancial Inc. (NYSE:SMBK), Signature Bank (NASDAQ:SBNY), SVB Financial Group (NASDAQ:SIVBQ), Hibbett Sports, Inc. (NASDAQ:HIBB), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Lumen Technologies Inc. (NYSE:LUMN), AST SpaceMobile, Inc. (NASDAQ:ASTS), Ashtead Group plc (OTCMKTS:ASHTF), United Rentals, Inc. (NYSE:URI)
Companies covered: East West Bancorp, Inc. (NASDAQ:EWBC), First Republic Bank (OTCMKTS:FRCB), Signature Bank (NASDAQ:SBNY), First Citizens BancShares, Inc. (NASDAQ:FCNCA), JPMorgan Chase & Co. (NYSE:JPM), U.S. Bancorp (NYSE:USB), Banc of California, Inc. (NYSE:BANC), Axos Financial, Inc. (NYSE:AX), SVB Financial Group (NASDAQ:SIVBQ), Bank Of Montreal (NYSE:BMO), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Western Union Company (The) (NYSE:WU), Euronet Worldwide, Inc. (NASDAQ:EEFT), Corpay Inc. (NYSE:CPAY), WEX Inc. (NYSE:WEX), Bill.com Holdings (NYSE:BILL), Flywire Corp. (NASDAQ:FLYW), Toast Inc. (NYSE:TOST), Shopify (NYSE:SHOP), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:SQ), Worldline SA (OTCMKTS:WRDLY), Remitly Global Inc. (NASDAQ:RELY), Apple Inc. (NASDAQ:AAPL), Adyen NV (ADR) (OTCMKTS:ADYEY), Fidelity National Information Services, Inc. (NYSE:FIS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Shift4 Payments Inc. (NYSE:FOUR), New York Community Bancorp, Inc. (NYSE:NYCB), Valley National Bancorp (NYSE:VLY), Capital Bancorp Inc. (NASDAQ:CBNK), FinWise Bancorp (NASDAQ:FINW), Flushing Financial Corporation (NASDAQ:FFIC)
Companies covered: Republic Services, Inc. (NYSE:RSG), Waste Management, Inc. (NYSE:WM), KLA-Tencor Corporation (NASDAQ:KLAC), Lam Research Corporation (NASDAQ:LRCX), Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Nutrien Ltd. (NYSE:NTR), IDACORP, Inc. (NYSE:IDA), Otis Worldwide Corp. (NYSE:OTIS), Workday, Inc. (NYSE:WDAY), Guidewire Software, Inc. (NYSE:GWRE), Avantor Inc. (NYSE:AVTR), Repligen Corporation (NASDAQ:RGEN), Iqvia Holdings Inc. (NYSE:IQV), Hologic, Inc. (NASDAQ:HOLX), Alexandria Real Estate Equities, Inc. (NYSE:ARE), CBRE Group, Inc. (NYSE:CBRE), D.R. Horton, Inc. (NYSE:DHI), Pool Corporation (NASDAQ:POOL), Live Nation Entertainment, Inc. (NYSE:LYV), Fidelity National Financial, Inc. (NYSE:FNF), Insperity, Inc. (NYSE:NSP), Lantheus Holdings Inc. (NASDAQ:LNTH), Copart, Inc. (NASDAQ:CPRT), Baker Hughes (NYSE:BKR), Vertiv Holdings Co. (NYSE:VRT), MarketAxess Holdings, Inc. (NASDAQ:MKTX), General Electric Company (NYSE:GE), Axon Enterprise, Inc. (NASDAQ:AXON), CrowdStrike Holdings (NASDAQ:CRWD), GE Vernova Inc. (NYSE:GEV), RB Global Inc. (NYSE:RBA), Baxter International Inc. (NYSE:BAX), LKQ Corporation (NASDAQ:LKQ), Cable One Inc. (NYSE:CABO)
Companies covered: InspireMD, Inc. (AMEX:NSPR), Envoy Medical Inc. (NASDAQ:COCH), NeuroPace Inc. (NASDAQ:NPCE), Stereotaxis, Inc. (NASDAQ:STXS), EDAP TMS S.A. (NASDAQ:EDAP), Boston Scientific Corporation (NYSE:BSX), Abbott Laboratories (NYSE:ABT), Johnson & Johnson (NYSE:JNJ), Silk Road Medical Inc. (NASDAQ:SILK), LENSAR Inc. (NASDAQ:LNSR), Tela Bio Inc. (NASDAQ:TELA), Elutia Inc. (NASDAQ:ELUT), Medtronic, Inc. (NYSE:MDT), iRadimed Corporation (NASDAQ:IRMD), Intuitive Surgical, Inc. (NASDAQ:ISRG), Stryker Corporation (NYSE:SYK), Alcon AG (NYSE:ALC), GE HealthCare Technologies Inc. (NASDAQ:GEHC), Hologic, Inc. (NASDAQ:HOLX), RxSight Inc. (NASDAQ:RXST), Glaukos Corp (NYSE:GKOS), Penumbra Inc. (NYSE:PEN), Globus Medical, Inc. (NYSE:GMED), Alphatec Holdings, Inc. (NASDAQ:ATEC), Tempus AI Inc. (NASDAQ:TEM), Axonics Modulation Technologies, Inc. (NASDAQ:AXNX), Zimmer Biomet Holdings Inc. (NYSE:ZBH), DexCom, Inc. (NASDAQ:DXCM), Ekso Bionics Holdings Inc. (NASDAQ:EKSO), OraSure Technologies, Inc. (NASDAQ:OSUR), Sensus Healthcare (NASDAQ:SRTS), Xtant Medical Holdings Inc. (NYSEAMERICAN:XTNT)
Companies covered: International Business Machines Corporation (NYSE:IBM), Accenture plc. (NYSE:ACN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Block Inc. (NYSE:SQ), Global Payments Inc. (NYSE:GPN), Paypal Holdings Inc (NASDAQ:PYPL), Fidelity National Information Services, Inc. (NYSE:FIS), Marqeta Inc. (NASDAQ:MQ), Paymentus Holdings Inc. (NYSE:PAY), Wipro Limited (NYSE:WIT), Fiserv, Inc. (NYSE:FI), Zillow, Inc. (NASDAQ:Z), CoStar Group, Inc. (NASDAQ:CSGP), AppFolio Inc (NASDAQ:APPF), Peloton Interactive (NASDAQ:PTON), Amazon.com, Inc. (NASDAQ:AMZN), Matterport Inc. (NASDAQ:MTTR), Porch Group Inc. (NASDAQ:PRCH), Adobe Systems Incorporated (NASDAQ:ADBE), Microsoft Corporation (NASDAQ:MSFT), ANSYS, Inc. (NASDAQ:ANSS), Autodesk, Inc. (NASDAQ:ADSK), Cadence Design Systems, Inc. (NASDAQ:CDNS), Dassault Systemes SE (OTCMKTS:DASTY), PTC Inc. (NASDAQ:PTC), Synopsys, Inc. (NASDAQ:SNPS), Bentley Systems Inc. (NASDAQ:BSY), NVIDIA Corporation (NASDAQ:NVDA), Apple Inc. (NASDAQ:AAPL), UiPath Inc. (NYSE:PATH), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Salesforce.com Inc (NYSE:CRM), Iqvia Holdings Inc. (NYSE:IQV), Siemens AG (OTCMKTS:SIEGY), Rubrik Inc. (NYSE:RBRK), Fair Isaac Corporation (NYSE:FICO), Getaround Inc. (NYSE:GETR), Phunware Inc. (NASDAQ:PHUN), Tego Cyber Inc. (OTCMKTS:TGCB)
