Industrial Equipment, Aerospace and Defense

September 14, 2022

Buy ($175)

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)

Alternative Energy

July 21, 2022

Buy ($175)

Companies covered: NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), Plug Power, Inc. (NASDAQ:PLUG), Bloom Energy Corp. (NYSE:BE), Ballard Power Systems, Inc. (NASDAQ:BLDP), Air Products and Chemicals, Inc. (NYSE:APD), Linde PLC (NYSE:LIN), Chart Industries, Inc. (NASDAQ:GTLS), Entergy Corporation (NYSE:ETR), Ameren Corporation (NYSE:AEE), WEC Energy Group Inc (NYSE:WEC), National Fuel Gas Company (NYSE:NFG), Hubbell Incorporated (NYSE: HUBB), Valmont Industries, Inc. (NYSE:VMI), Arcosa Inc. (NYSE:ACA), Constellation Energy Corp. (NASDAQ:CEG), Fusion Fuel Green PLC (NASDAQ:HTOO), Ameresco, Inc. (NYSE:AMRC), Enphase Energy, Inc. (NASDAQ:ENPH), Solaredge Technologies Inc (NASDAQ:SEDG), FuelCell Energy, Inc. (NASDAQ:FCEL), Maxeon Solar Technologies Ltd. (NASDAQ:MAXN), ADS-TEC Energy PLC (NASDAQ:ADSE), Primo Water Corporation (NASDAQ:PRMW), GFL Environmental Inc. (NYSE:GFL), Clean Harbors, Inc. (NYSE:CLH), Republic Services, Inc. (NYSE:RSG), Waste Connections, Inc. (NYSE:WCN), Casella Waste Systems, Inc. (NASDAQ:CWST), Waste Management, Inc. (NYSE:WM), Harsco Corporation (NYSE:HSC), Rentokil Initial plc (OTCMKTS:RTOKY), Terminix Global Holdings Inc. (NYSE:TMX), Karat Packaging Inc. (NASDAQ:KRT), Hillman Solutions Corp. (NASDAQ:HLMN), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Tractor Supply Company (NASDAQ:TSCO), LKQ Corporation (NASDAQ:LKQ), Iris Energy Ltd. (NASDAQ:IREN)

Business Software and Services

April 24, 2022

Buy ($175)

Companies covered: Accenture plc. (NYSE:ACN), EPAM Systems, Inc. (NYSE:EPAM), Globant S.A. (NYSE:GLOB), Endava PLC – ADR (NYSE:DAVA), Infosys Limited (NYSE:INFY), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), DXC Technology Co. (NYSE:DXC), Kyndryl Holdings Inc. (NYSE:KD), International Business Machines Corporation (NYSE:IBM), Genpact Limited (NYSE:G), General Electric Company (NYSE:GE), Procter & Gamble Company (The) (NYSE:PG), Target Corporation (NYSE:TGT), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Coforge Ltd. (NSE:COFORGE), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), dLocal Ltd. (NASDAQ:DLO), Adyen NV (OTCMKTS:ADYYF), eBay Inc. (NASDAQ:EBAY), Shopify (NYSE:SHOP), Global Payments Inc. (NYSE:GPN), Block Inc. (NYSE:SQ), Capital One Financial Corporation (NYSE:COF), Discover Financial Services (NYSE:DFS), American Express Company (NYSE:AXP), Mercedes Benz Group ADR (OTCMKTS:DMLRY), Paypal Holdings Inc (NASDAQ:PYPL), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), Coinbase Global Inc. (NASDAQ:COIN), Bakkt Holdings Inc. (NYSE:BKKT), Silvergate Capital Corp. (NYSE:SI), Signature Bank (NASDAQ:SBNY), Goldman Sachs Group, Inc. (The) (NYSE:GS), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FISV), Affirm Holdings Inc. (NASDAQ:AFRM), Sears Holdings Corporation (OTCMKTS:SHLDQ), Netflix, Inc. (NASDAQ:NFLX), Zillow, Inc. (NASDAQ:Z), Asure Software Inc (NASDAQ:ASUR), Exponent, Inc. (NASDAQ:EXPO), Hill International, Inc. (NYSE:HIL), Intellicheck Inc. (NASDAQ:IDN), Marathon Digital Holdings Inc. (NASDAQ:MARA)

Alternative Energy and Utilities

January 28, 2022

Buy ($175)

Companies covered: Xylem Inc. (NYSE:XYL), Evoqua Water Technologies Corp. (NYSE:AQUA), Albemarle Corporation (NYSE:ALB), Livent Corp. (NYSE:LTHM), Sunrun Inc. (NASDAQ:RUN), Sunnova Energy International (NYSE:NOVA), Plug Power, Inc. (NASDAQ:PLUG), Bloom Energy Corp. (NYSE:BE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), View Inc. (NASDAQ:VIEW), Compagnie de Saint Gobain Unsponsored France ADR (OTCMKTS:CODYY), Mueller Water Products, Inc. (NYSE:MWA), Badger Meter, Inc. (NYSE:BMI), Smith (A.O.) Corporation (NYSE:AOS), Mueller Industries, Inc. (NYSE:MLI), Valmont Industries, Inc. (NYSE:VMI), Artesian Resources Corporation (NASDAQ:ARTNA), Essential Utilities Inc. (NYSE:WTRG), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), Brookfield Renewable Partners LP (NYSE:BEP), The AES Corporation (NYSE:AES), Avangrid (NYSE:AGR), Eversource Energy (NYSE:ES), Ameren Corporation (NYSE:AEE), Xcel Energy Inc. (NYSE:XEL), Alliant Energy Corporation (NYSE:LNT), WEC Energy Group Inc (NYSE:WEC), Air Products and Chemicals, Inc. (NYSE:APD), Hubbell Incorporated (NYSE: HUBB), Waste Connections, Inc. (NYSE:WCN), Republic Services, Inc. (NYSE:RSG), Eos Energy Enterprises Inc. (NASDAQ:EOSE), FuelCell Energy, Inc. (NASDAQ:FCEL), Ballard Power Systems, Inc. (NASDAQ:BLDP), Chart Industries, Inc. (NASDAQ:GTLS), Linde PLC (NYSE:LIN), Southern Company (The) (NYSE:SO), Cameco Corporation (NYSE:CCJ), ChargePoint Holdings Inc. (NYSE:CHPT), Blink Charging Co. (NASDAQ:BLNK), Evgo Inc. (NASDAQ:EVGO), American Superconductor Corporation (NASDAQ:AMSC), Cadiz, Inc. (NASDAQ:CDZI), Gaussin SA (EPA:ALGAU), Gevo, Inc. (NASDAQ:GEVO), Itron, Inc. (NASDAQ:ITRI)

Industrial Equipment, Aerospace and Defense

September 16, 2021

Buy ($175)

Companies covered: Berkshire Grey Inc. (NASDAQ:BGRY), Toyota Motor Corp Ltd Ord (NYSE:TM), Graco Inc. (NYSE:GGG), Kadant Inc (NYSE:KAI), Wabtec Air Brake Technologies Corp. (NYSE:WAB), General Motors Company (NYSE:GM), General Electric Company (NYSE:GE), SPX Corporation (NYSE:SPXC), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Kroger Company (The) (NYSE:KR), Honeywell International Inc. (NYSE:HON), Procter & Gamble Company (The) (NYSE:PG), Coca-Cola Company (The) (NYSE:KO), Woodward, Inc. (NASDAQ:WWD), Siemens AG (OTCMKTS:SIEGY), Amazon.com, Inc. (NASDAQ:AMZN), TJX Companies, Inc. (The) (NYSE:TJX), FedEx Corporation (NYSE:FDX), Deutsche Post AG ADR (OTCMKTS:DPSGY), United Parcel Service, Inc. (NYSE:UPS), TriMas Corporation (NASDAQ:TRS), RBC Bearings Incorporated (NASDAQ:ROLL), Safran ADR (OTCMKTS:SAFRY), Mitsubishi Corp. (OTCMKTS:MSBHF), Graham Corporation (NYSE:GHM), Standex International Corporation (NYSE:SXI), Wrap Technologies, Inc. (NASDAQ:WRAP), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), Raytheon Technologies Corp. (NYSE:RTX), Telos Corp. (NASDAQ:TLS)