Companies covered: Core & Main Inc. (NYSE:CNM), Summit Materials Inc. (NYSE:SUM), Martin Marietta Materials, Inc. (NYSE:MLM), CRH PLC (NYSE:CRH), Vulcan Materials Company (NYSE:VMC), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Trex Company, Inc. (NYSE:TREX), Construction Partners Inc. (NASDAQ:ROAD), Arcosa Inc. (NYSE:ACA), Eagle Materials Inc (NYSE:EXP), Builders FirstSource, Inc. (NASDAQ:BLDR), AZEK Company Inc. (NYSE:AZEK), Pool Corporation (NASDAQ:POOL), Hillman Solutions Corp. (NASDAQ:HLMN), Karat Packaging Inc. (NASDAQ:KRT), LKQ Corporation (NASDAQ:LKQ), GFL Environmental Inc. (NYSE:GFL), Clean Harbors, Inc. (NYSE:CLH), Rollins, Inc. (NYSE:ROL), Beacon Roofing Supply, Inc. (NASDAQ:BECN), Danimer Scientific, Inc. (NYSE:DNMR), Lightwave Logic, Inc. (NASDAQ:LWLG), Matrix Service Company (NASDAQ:MTRX), Minerals Technologies Inc. (NYSE:MTX), SenesTech Inc. (NASDAQ:SNES), Sterling Construction Company Inc (NASDAQ:STRL), Sterling Infrastructure, Inc. (NASDAQ:STRL), Worthington Industries, Inc. (NYSE:WOR)
Companies covered: Duke Energy Corporation (NYSE:DUK), Consolidated Edison Inc (NYSE:ED), American Electric Power Company, Inc. (NYSE:AEP), Eversource Energy (NYSE:ES), NiSource, Inc (NYSE:NI), Entergy Corporation (NYSE:ETR), Southern Company (The) (NYSE:SO), Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), Cameco Corporation (NYSE:CCJ), Air Products and Chemicals, Inc. (NYSE:APD), Linde PLC (NYSE:LIN), Chart Industries, Inc. (NASDAQ:GTLS), Plug Power, Inc. (NASDAQ:PLUG), Bloom Energy Corp. (NYSE:BE), Ballard Power Systems, Inc. (NASDAQ:BLDP), IDACORP, Inc. (NYSE:IDA), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), WEC Energy Group Inc (NYSE:WEC), PG&E Corporation (NYSE:PCG), Portland General Electric Company (NYSE:POR), Avista Corporation (NYSE:AVA), Alliant Energy Corporation (NYSE:LNT), Southwest Gas Corporation (NYSE:SWX), Eos Energy Enterprises Inc. (NASDAQ:EOSE), Fluence Energy Inc. (NASDAQ:FLNC), Clean Energy Fuels Corp. (NASDAQ:CLNE), Fusion Fuel Green PLC (NASDAQ:HTOO), Enersys (NYSE:ENS), Dominion Energy, Inc. (NYSE:D), Emerson Electric Company (NYSE:EMR), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Edison International (NYSE:EIX), FirstEnergy Corporation (NYSE:FE), ABB Ltd. (OTCMKTS:ABBNY), Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF), Itron, Inc. (NASDAQ:ITRI), KULR Technology Group Inc. (NYSEAMERICAN:KULR), REX American Resources Corporation (NYSE:REX), Charge Enterprises Inc. (NASDAQ:CRGE)
Companies covered: Boeing Company (The) (NYSE:BA), Lockheed Martin Corporation (NYSE:LMT), ATI Inc. (NYSE:ATI), Hexcel Corporation (NYSE:HXL), Airbus SE (OTCMKTS:EADSY), General Electric Company (NYSE:GE), Raytheon Technologies Corp. (NYSE:RTX), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Curtiss-Wright Corporation (NYSE:CW), Berkshire Hathaway Inc. (NYSE:BRK/A), Toho Titanium Company Limited (OTCMKTS:TTNNF), Northrop Grumman Corporation (NYSE:NOC), Rolls-Royce Holding PLC (OTCMKTS:RYCEY), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Ingersoll-Rand plc (Ireland) (NYSE:IR), RBC Bearings Incorporated (NYSE:RBC), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), ABB Ltd. (OTCMKTS:ABBNY), Rockwell Automation, Inc. (NYSE:ROK), Kadant Inc (NYSE:KAI), Standex International Corporation (NYSE:SXI), Enel S.p.A. ADS (OTCMKTS:ENLAY), Edison International (NYSE:EIX), 3M Company (NYSE:MMM), Emerson Electric Company (NYSE:EMR), Aspen Technology, Inc. (NASDAQ:AZPN), Honeywell International Inc. (NYSE:HON), Safran ADR (OTCMKTS:SAFRY), Graco Inc. (NYSE:GGG), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Volkswagen AG (ADR) (OTCMKTS:VWAGY), Otis Worldwide Corp. (NYSE:OTIS), Siemens AG (OTCMKTS:SIEGY), Columbus McKinnon Corporation (NASDAQ:CMCO), Eos Energy Enterprises Inc. (NASDAQ:EOSE), Matthews International Corporation (NASDAQ:MATW), Wrap Technologies, Inc. (NASDAQ:WRAP)
Companies covered: NextEra Energy, Inc. (NYSE:NEE), Southern Company (The) (NYSE:SO), Entergy Corporation (NYSE:ETR), PG&E Corporation (NYSE:PCG), Edison International (NYSE:EIX), WEC Energy Group Inc (NYSE:WEC), Constellation Energy Corp. (NASDAQ:CEG), Exelon Corporation (NYSE:EXC), Consolidated Edison Inc (NYSE:ED), Duke Energy Corporation (NYSE:DUK), American Electric Power Company, Inc. (NYSE:AEP), Eversource Energy (NYSE:ES), NextEra Energy Partners, LP (NYSE:NEP), IDACORP, Inc. (NYSE:IDA), Ameren Corporation (NYSE:AEE), Xcel Energy Inc. (NYSE:XEL), Alliant Energy Corporation (NYSE:LNT), Public Service Enterprise Group Incorporated (NYSE:PEG), Cameco Corporation (NYSE:CCJ), Eos Energy Enterprises Inc. (NASDAQ:EOSE), Evergy Inc. (NASDAQ:EVRG), Enviva Inc. (NYSE:EVA), Bloom Energy Corp. (NYSE:BE), Plug Power, Inc. (NASDAQ:PLUG), American Superconductor Corporation (NASDAQ:AMSC)
Companies covered: Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), Boeing Company (The) (NYSE:BA), Hexcel Corporation (NYSE:HXL), ATI Inc. (NYSE:ATI), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Triumph Group, Inc. (NYSE:TGI), Textron Inc. (NYSE:TXT), JetBlue Airways Corporation (NASDAQ:JBLU), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Bombardier Inc (OTCMKTS:BDRBF), L3Harris Technologies Inc. (NYSE:LHX), Allied Motion Technologies, Inc. (NASDAQ:AMOT), Desktop Metal, Inc. (NYSE:DM), Helios Technologies, Inc. (NASDAQ:HLIO), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), Momentus Inc. (NASDAQ:MNTS), Moog Inc. (NYSE:MOG/A), Moog Inc. (NYSE:MOG/B), Standex International Corporation (NYSE:SXI), Terran Orbital Corp. (NYSE:LLAP)
