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)
Companies covered: Alphabet Inc (NASDAQ:GOOG), Microsoft Corporation (NASDAQ:MSFT), Philip Morris International Inc (NYSE:PM), British American Tobacco PLC (ADR) (NYSE:BTI), Aon plc (NYSE:AON), Marsh & McLennan Companies, Inc. (NYSE:MMC), American International Group, Inc. (NYSE:AIG), FirstService Corp (NASDAQ:FSV), McDonald's Corporation (NYSE:MCD), Arcos Dorados Holdings Inc. (NYSE:ARCO), RTX Corp. (Raytheon) (NYSE:RTX), Parker-Hannifin Corporation (NYSE:PH), Lockheed Martin Corporation (NYSE:LMT), Johnson & Johnson (NYSE:JNJ), Amgen Inc. (NASDAQ:AMGN), Berkshire Hathaway Inc. (NYSE:BRK/A), Progressive Corporation (The) (NYSE:PGR), Monster Beverage Corporation (NASDAQ:MNST), Costco Wholesale Corporation (NASDAQ:COST), Lincoln Educational Services Corporation (NASDAQ:LINC), Coca-Cola HBC AG – ADR (OTCMKTS:CCHGY), Coca-Cola Company (The) (NYSE:KO), Adobe Systems Incorporated (NASDAQ:ADBE), Nintendo Co., Ltd (ADR) (OTCMKTS:NTDOY), Pepsico, Inc. (NASDAQ:PEP), Tidewater Inc. (NYSE:TDW), Delek US Holdings, Inc. (NYSE:DK), Roku Inc. (NASDAQ:ROKU), Sinclair Broadcast Group, Inc. (NASDAQ:SBGI), Netflix, Inc. (NASDAQ:NFLX), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), T-Mobile US, Inc. (NASDAQ:TMUS), Warrior Met Coal, Inc. (NYSE:HCC), Nike, Inc. (NYSE:NKE), Booking Holdings (NASDAQ:BKNG), On Holding AG (NYSE:ONON), Deckers Outdoor Corporation (NYSE:DECK)
Companies covered: Spyre Therapeutics, Inc. (NASDAQ:SYRE), Kiniksa Pharmaceuticals International PLC (NASDAQ:KNSA), BridgeBio Oncology Therapeutics, Inc. (NASDAQ:BBOT), ORIC Pharmaceuticals Inc. (NASDAQ:ORIC), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), Novo Nordisk A/S (NYSE:NVO), Revolution Medicines, Inc. (NASDAQ:RVMD), Omeros Corporation (NASDAQ:OMER), Marker Therapeutics, Inc. (NASDAQ:MRKR), Turn Therapeutics, Inc. (NASDAQ:TTRX), AbbVie Inc. (NYSE:ABBV), Amgen Inc. (NASDAQ:AMGN), Insmed, Inc. (NASDAQ:INSM), Argenx SE (ADR) (NASDAQ:ARGX), Eli Lilly and Company (NYSE:LLY), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Bristol-Myers Squibb Company (NYSE:BMY), Pfizer, Inc. (NYSE:PFE), Syndax Pharmaceuticals Inc (NASDAQ:SNDX), Kura Oncology, Inc. (NASDAQ:KURA), Cullinan Therapeutics Inc. (NASDAQ:CGEM), Genmab A/S - ADR (NASDAQ:GMAB), Autolus Therapeutics PLC (NASDAQ:AUTL), Xencor, Inc. (NASDAQ:XNCR), NewAmsterdam Pharma Company NV (NASDAQ:NAMS), BioVie Inc. (NASDAQ:BIVI), CytoMed Therapeutics Ltd. (NASDAQ:GDTC), Enlivex Therapeutics Ltd. (NASDAQ:ENLV), Mesoblast Limited (NASDAQ:MESO), Neuren Pharmaceuticals Ltd. (OTCMKTS:NURPF), Niagen Bioscience Inc. (NASDAQ:NAGE), PDS Biotechnology Corporation (NASDAQ:PDSB), Vaxart (OTCMKTS:VXRT)
Companies covered: Stryker Corporation (NYSE:SYK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Carlsmed, Inc. (NASDAQ:CARL), Glaukos Corp (NYSE:GKOS), Boston Scientific Corporation (NYSE:BSX), Enovis Corporation (NYSE:ENOV), Solventum Corporation (NYSE:SOLV), Hologic, Inc. (NASDAQ:HOLX), STAAR Surgical Company (NASDAQ:STAA), Organogenesis Holdings Inc. (NASDAQ:ORGO), Illumina, Inc. (NASDAQ:ILMN), Grail, Inc. (NASDAQ:GRAL), Guardant Health Inc. (NASDAQ:GH), EXACT Sciences Corporation (NASDAQ:EXAS), Danaher Corporation (NYSE:DHR), Thermo Fisher Scientific Inc (NYSE:TMO), Agilent Technologies, Inc. (NYSE:A), Waters Corporation (NYSE:WAT), Becton, Dickinson and Company (NYSE:BDX), Aclarion Inc. (NASDAQ:ACON), Alpha Tau Medical Ltd. (NASDAQ:DRTS), Butterfly Network, Inc. (NYSE:BFLY), Elutia Inc. (NASDAQ:ELUT), Epiminder Ltd. (ASX:EPI), HeartBeam, Inc. (NASDAQ:BEAT), Picard Medical Inc. (NYSEAMERICAN:PMI), SINTX Technologies Inc. (NASDAQ:SINT)
