Companies covered: Dollar General Corporation (NYSE:DG), Dollar Tree, Inc. (NASDAQ:DLTR), Five Below, Inc. (NASDAQ:FIVE), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), National Vision Holdings Inc. (NASDAQ:EYE), RH (NYSE:RH), Ethan Allen Interiors Inc. (NYSE:ETD), Floor & Decor Holdings Inc. (NYSE:FND), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Lovesac Co. (NASDAQ:LOVE), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), AMASS Brands, Inc. (NASDAQ:AMSS), Fossil Group, Inc. (NASDAQ:FOSL), JAKKS Pacific, Inc. (NASDAQ:JAKK), Allbirds Inc. (NASDAQ:BIRD), Alliance Entertainment Holding Corp. (NASDAQ:AENT), Affirm Holdings Inc. (NASDAQ:AFRM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Klarna Inc. (NASDAQ:KLAR), Dave Inc. (NASDAQ:DAVE), Chime Financial Inc. (NASDAQ:CHYM), Sezzle Inc. (NASDAQ:SEZL), PROG Holdings, Inc. (NYSE:PRG), Coinbase Global Inc. (NASDAQ:COIN), DeFi Technologies Inc. (NASDAQ:DEFT), Upstart Holdings Inc. (NASDAQ:UPST), Zip Co Limited (OTCMKTS:ZIZTF), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Costco Wholesale Corporation (NASDAQ:COST), Kroger Company (The) (NYSE:KR), Pepsico, Inc. (NASDAQ:PEP), Best Buy Co., Inc. (NYSE:BBY), BJ’s Wholesale Club Holdings Inc. (NYSE:BJ), AutoZone, Inc. (NYSE:AZO), Dicks Sporting Goods Inc. (NYSE:DKS), Carvana Co. (NYSE:CVNA), BRC Inc. (NYSE:BRCC), Mattel, Inc. (NASDAQ:MAT), Hasbro, Inc. (NASDAQ:HAS), Build-A-Bear Workshop, Inc. (NYSE:BBW), O’Reilly Automotive Inc. (NASDAQ:ORLY), Funko, Inc. (NASDAQ:FNKO), Ulta Beauty (NASDAQ:ULTA), Citi Trends, Inc. (NASDAQ:CTRN), American Express Company (NYSE:AXP), Synchrony Financial (NYSE:SYF), Paypal Holdings Inc (NASDAQ:PYPL), Fiserv, Inc. (NYSE:FISV), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:XYZ), Remitly Global Inc. (NASDAQ:RELY), Corpay Inc. (NYSE:CPAY), Flywire Corp. (NASDAQ:FLYW), Circle Internet Group Inc. (NYSE:CRCL), Bread Financial Holdings, Inc. (NYSE:BFH), Adyen NV (OTCMKTS:ADYYF), Adyen NV (ADR) (OTCMKTS:ADYEY), Expensify Inc. (NASDAQ:EXFY), Tradeweb Markets Inc. (NASDAQ:TW)
Companies covered: Bunge Global SA (NYSE:BG), CF Industries Holdings, Inc. (NYSE:CF), Deere & Company (NYSE:DE), Vertiv Holdings Co. (NYSE:VRT), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Shoals Technologies Group Inc. (NASDAQ:SHLS), First Solar, Inc. (NASDAQ:FSLR), On Holding AG (NYSE:ONON), Alphabet Inc (NASDAQ:GOOG), JPMorgan Chase & Co. (NYSE:JPM), Bank Of New York Mellon Corporation (The) (NYSE:BNY), Microsoft Corporation (NASDAQ:MSFT), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Amazon.com, Inc. (NASDAQ:AMZN), Micron Technology, Inc. (NASDAQ:MU), CMS Energy Corporation (NYSE:CMS), Waste Management, Inc. (NYSE:WM), Coca-Cola Company (The) (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Boston Scientific Corporation (NYSE:BSX), CBRE Group, Inc. (NYSE:CBRE), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Amphenol Corporation (NYSE:APH), Intuit Inc. (NASDAQ:INTU), Oracle Corporation (NYSE:ORCL), Reinsurance Group of America, Incorporated (NYSE:RGA), Progressive Corporation (The) (NYSE:PGR), Intuitive Surgical, Inc. (NASDAQ:ISRG), Eaton Corporation, PLC (NYSE:ETN), Rockwell Automation, Inc. (NYSE:ROK), Steel Dynamics, Inc. (NASDAQ:STLD), Cummins Inc. (NYSE:CMI)
Companies covered: Goldman Sachs Group, Inc. (The) (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM), Wells Fargo & Company (NYSE:WFC), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Morgan Stanley (NYSE:MS), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Truist Financial Corp. (NYSE:TFC), M&T Bank Corp. (NYSE:MTB), State Street Corporation (NYSE:STT), U.S. Bancorp (NYSE:USB), Capital One Financial Corporation (NYSE:COF), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:XYZ), Global Payments Inc. (NYSE:GPN), Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Apollo Global Management, LLC (NYSE:APO), KKR & Co Inc. (NYSE:KKR), Blackstone Inc. (NYSE:BX), American Express Company (NYSE:AXP), Lazard Ltd. (NYSE:LAZ), Bank Of New York Mellon Corporation (The) (NYSE:BNY), Fiserv, Inc. (NYSE:FISV), Palomar Holdings Inc. (NASDAQ:PLMR), KKR & Co. L.P. (NYSE:KKR), SouthState Bank Corp. (NYSE:SSB), Huntington Bancshares Incorporated (NASDAQ:HBAN), ServisFirst Bancshares, Inc. (NYSE:SFBS), Customers Bancorp, Inc (NYSE:CUBI), Pinnacle Financial Partners, Inc. (NYSE:PNFP), Community Bancorp. (NASDAQ:CMTV), FinWise Bancorp (NASDAQ:FINW), First Bancorp (NASDAQ:FBNC), Lakeland Financial Corporation (NASDAQ:LKFN), LCNB Corporation (NASDAQ:LCNB), WaFd Inc. (Washington Federal, Inc.) (NASDAQ:WAFD)
Companies covered: Arthur J. Gallagher & Co. (NYSE:AJG), Brown & Brown, Inc. (NYSE:BRO), Ryan Specialty Holdings Inc. (NYSE:RYAN), RenaissanceRe Holdings Ltd. (NYSE:RNR), Everest Group Ltd. (NYSE:EG), Arch Capital Group Ltd. (NASDAQ:ACGL), Corebridge Financial Inc. (NYSE:CRBG), Equitable Holdings Inc. (NYSE:EQH), Unum Group (NYSE:UNM), Chubb Corporation (The) (NYSE:CB), Allstate Corporation (The) (NYSE:ALL), The Travelers Companies, Inc. (NYSE:TRV), Marsh & McLennan Companies, Inc. (NYSE:MMC), Aon plc (NYSE:AON), Willis Towers Watson PLC (NASDAQ:WTW), Progressive Corporation (The) (NYSE:PGR), American International Group, Inc. (NYSE:AIG), Berkshire Hathaway Inc. (NYSE:BRK/A), W.R. Berkley Corporation (NYSE:WRB), Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD), Radian Group Inc. (NYSE:RDN), Zurich Insurance Group AG (OTCMKTS:ZURVY), Beazley plc (OTCMKTS:BZLYF), Pelagos Insurance Capital Ltd. (NYSE:PLGO), MetLife, Inc. (NYSE:MET), Prudential Financial, Inc. (NYSE:PRU), Sun Life Financial Inc. (NYSE:SLF), Lemonade Inc. (NYSE:LMND), Hartford Insurance Group, Inc., The (formerly Hartford Financial Services Group) (NYSE:HIG), Palomar Holdings Inc. (NASDAQ:PLMR)
Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Southern Company (The) (NYSE:SO), Energy Transfer LP (NYSE:ET), Cheniere Energy, Inc. (NYSE:LNG), Cheniere Energy Partners, LP (NYSE:CQP), NextEra Energy, Inc. (NYSE:NEE), Microsoft Corporation (NASDAQ:MSFT), Tesla Motors, Inc. (NASDAQ:TSLA), Marvell Technology Group Ltd. (NASDAQ:MRVL), Oracle Corporation (NYSE:ORCL), Williams Companies, Inc. (The) (NYSE:WMB), Venture Global, Inc (NYSE:VG), NextDecade Corporation (NASDAQ:NEXT), Targa Resources Corp. (NYSE:TRGP), Plains All American Pipeline, L.P. (NYSE:PAA), USA Compression Partners, LP (NYSE:USAC), Kinder Morgan, Inc. (NYSE:KMI), RWE AG (ADR) (OTCMKTS:RWEOY), Enel S.p.A. ADS (OTCMKTS:ENLAY), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Endesa ADR (OTCMKTS:ELEZY), SSE PLC (OTCMKTS:SSEZY), AEP Industries Inc. (NASDAQ:AEPI), Clearway Energy Inc. (NYSE:CWEN), Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI), PG&E Corporation (NYSE:PCG), DT Midstream Inc. (NYSE:DTM), Enterprise Products Partners L.P. (NYSE:EPD), Caterpillar, Inc. (NYSE:CAT), MPLX LP (NYSE:MPLX), Seagate Technology. (NASDAQ:STX), Arista Networks, Inc. (NYSE:ANET), Vertiv Holdings Co. (NYSE:VRT), Riot Blockchain Inc. (NASDAQ:RIOT), Hut 8 Corp. (NASDAQ:HUT), Iris Energy Ltd. (NASDAQ:IREN), Dell Technologies (NYSE:DELL), Quanta Services, Inc. (NYSE:PWR), Primoris Services Corporation (NASDAQ:PRIM), GE Vernova Inc. (NYSE:GEV), Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), NRG Energy, Inc. (NYSE:NRG), Cameco Corporation (NYSE:CCJ), Entergy Corporation (NYSE:ETR), Reaves Utility Income Fund (NYSEAMERICAN:UTG), Xylem Inc. (NYSE:XYL), Veolia Environnement SA (OTCMKTS:VEOEY), Lindsay Corporation (NYSE:LNN), CF Industries Holdings, Inc. (NYSE:CF), Eaton Corporation, PLC (NYSE:ETN), First Solar, Inc. (NASDAQ:FSLR), NXG NextGen Infrastructure Income Fund (NYSE:NXG), NXG Cushing Midstream Energy Fund (NYSE:SRV), Bloom Energy Corp. (NYSE:BE), MasTec, Inc. (NYSE:MTZ)
