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: 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: Fidelity National Information Services, Inc. (NYSE:FIS), Flex Ltd. (NASDAQ:FLEX), TotalEnergies SE (NYSE:TTE), ServiceNow, Inc. (NYSE:NOW), Shopify (NYSE:SHOP), Palo Alto Networks, Inc. (NYSE:PANW), Linde PLC (NYSE:LIN), Cummins Inc. (NYSE:CMI), Costco Wholesale Corporation (NASDAQ:COST), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Duke Energy Corporation (NYSE:DUK), Consolidated Edison Inc (NYSE:ED), Southern Company (The) (NYSE:SO), NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Action Construction Equipment Ltd. (NSE:ACE), MLP Saglik Hizmetleri AS (IST:MPARK)
Companies covered: CRH PLC (NYSE:CRH), Martin Marietta Materials, Inc. (NYSE:MLM), Vulcan Materials Company (NYSE:VMC), Fidelity National Information Services, Inc. (NYSE:FIS), Watsco, Inc. (NYSE:WSO), Booz Allen Hamilton Holding Corporation (NYSE:BAH), Ferguson PLC (NYSE:FERG), International Business Machines Corporation (NYSE:IBM), Dow Inc. (NYSE:DOW), Whirlpool Corporation (NYSE:WHR), Stanley Black & Decker, Inc. (NYSE:SWK), Flex LNG Ltd. (NYSE:FLNG), Bristol-Myers Squibb Company (NYSE:BMY), Conagra Brands Inc. (NYSE:CAG), United Parcel Service, Inc. (NYSE:UPS), Kenvue Inc. (NYSE:KVUE), Ford Motor Company (NYSE:F), Kimberly-Clark Corporation (NYSE:KMB), GlaxoSmithKline PLC (NYSE:GSK), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Johnson & Johnson (NYSE:JNJ), Merck & Company, Inc. (NYSE:MRK), Eli Lilly and Company (NYSE:LLY), Toyota Motor Corp Ltd Ord (NYSE:TM), Unilever PLC (NYSE:UL), DuPont de Nemours Inc. (NYSE:DD), Diageo plc (NYSE:DEO), Medtronic, Inc. (NYSE:MDT), Siemens AG (OTCMKTS:SIEGY), RTX Corp. (Raytheon) (NYSE:RTX), Philip Morris International Inc (NYSE:PM), Truist Financial Corp. (NYSE:TFC), Abbott Laboratories (NYSE:ABT), Reckitt Benckiser Group Plc (OTCMKTS:RBGLY), TJX Companies, Inc. (The) (NYSE:TJX), L3Harris Technologies Inc. (NYSE:LHX), NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Netflix, Inc. (NASDAQ:NFLX), Koninklijke Philips N.V. (NYSE:PHG), Kontoor Brands Inc. (NYSE:KTB), Parker-Hannifin Corporation (NYSE:PH), Radian Group Inc. (NYSE:RDN), NetApp, Inc. (NASDAQ:NTAP), NXP Semiconductors N.V. (NASDAQ:NXPI), FedEx Corporation (NYSE:FDX), The Charles Schwab Corporation (NYSE:SCHW), American International Group, Inc. (NYSE:AIG), Corebridge Financial Inc. (NYSE:CRBG), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Broadcom Ltd (NASDAQ:AVGO), Dell Technologies (NYSE:DELL), Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), ProLogis, Inc. (NYSE:PLD), Equinix, Inc. (NASDAQ:EQIX), Eaton Corporation, PLC (NYSE:ETN), Pioneer Natural Resources Company (NYSE:PXD), Exxon Mobil Corporation (NYSE:XOM)
Companies covered: Movado Group Inc. (NYSE:MOV), Turning Point Brands (NYSE:TPB), Haverty Furniture Companies, Inc. (NYSE:HVT), Standex International Corporation (NYSE:SXI), Pagaya Technologies Ltd. (NASDAQ:PGY), U.S. Bancorp (NYSE:USB), Galaxy Digital Holdings Ltd. (OTCMKTS:BRPHF), NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Amazon.com, Inc. (NASDAQ:AMZN), Cameco Corporation (NYSE:CCJ), Golar LNG Limited (NASDAQ:GLNG), Talen Energy Corp. (OTCMKTS:TLNE), MercadoLibre, Inc. (NASDAQ:MELI), American Coastal Insurance Corp. (NASDAQ:ACIC)
