Companies covered: Gulf Island Fabrication, Inc. (NASDAQ:GIFI), Hurco Companies, Inc. (NASDAQ:HURC), Bristow Group Inc. (NYSE:VTOL), Daktronics, Inc. (NASDAQ:DAKT), Dorian LPG Ltd. (NYSE:LPG), Omega Flex, Inc. (NASDAQ:OFLX), Benchmark Electronics, Inc. (NYSE:BHE), Kimball Electronics, Inc. (NASDAQ:KE), Culp, Inc. (NYSE:CULP), Graham Corporation (NYSE:GHM), First Acceptance Corporation (OTCMKTS: FACO), AerSale Corp. (NASDAQ:ASLE), Microsoft Corporation (NASDAQ:MSFT), Constellation Energy Corp. (NASDAQ:CEG), Oracle Corporation (NYSE:ORCL), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), General Electric Company (NYSE:GE), NVIDIA Corporation (NASDAQ:NVDA), Amphenol Corporation (NYSE:APH), Accenture plc. (NYSE:ACN), Intel Corporation (NASDAQ:INTC), NextEra Energy, Inc. (NYSE:NEE), Atmos Energy Corporation (NYSE:ATO), Eaton Corporation, PLC (NYSE:ETN), GE Vernova Inc. (NYSE:GEV), Graphic Packaging Holding Company (NYSE:GPK), CBRE Group, Inc. (NYSE:CBRE), Vulcan Materials Company (NYSE:VMC), Q2 Holdings, Inc. (NYSE:QTWO), Archrock, Inc. (NYSE:AROC), USA Compression Partners, LP (NYSE:USAC), Kodiak Gas Services Inc. (NYSE:KGS)
Companies covered: nVent Electric PLC (NYSE:NVT), Darling Ingredients Inc. (NYSE:DAR), Valero Energy Corporation (NYSE:VLO), Nucor Corporation (NYSE:NUE), Kinder Morgan, Inc. (NYSE:KMI), Carrier Global Corp. (NYSE:CARR), AbbVie Inc. (NYSE:ABBV), Interface, Inc. (NASDAQ:TILE), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Nexans SA (OTCMKTS:NXPRF), Rockwell Automation, Inc. (NYSE:ROK), Perrigo Company (NYSE:PRGO), Tesla Motors, Inc. (NASDAQ:TSLA), Rivian Automotive Inc. (NASDAQ:RIVN), Enovix Corporation (NASDAQ:ENVX), TJX Companies, Inc. (The) (NYSE:TJX), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), MercadoLibre, Inc. (NASDAQ:MELI), Amazon.com, Inc. (NASDAQ:AMZN), Clearway Energy Inc. (NYSE:CWEN), Constellation Energy Corp. (NASDAQ:CEG), Atlantica Sustainable Infrastructure PLC (NASDAQ:AY), NextEra Energy Partners, LP (NYSE:NEP), NextEra Energy, Inc. (NYSE:NEE), Talen Energy Corp. (NASDAQ:TLN), Brookfield Renewable Corp. (NYSE:BEPC), Oracle Corporation (NYSE:ORCL), Micron Technology, Inc. (NASDAQ:MU), Progressive Corporation (The) (NYSE:PGR)
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), NVIDIA Corporation (NASDAQ:NVDA), MongoDB Inc. (NASDAQ:MDB), Snowflake Inc. (NYSE:SNOW), Samsara Inc. (NYSE:IOT), Datadog Inc. (NASDAQ:DDOG), CrowdStrike Holdings (NASDAQ:CRWD), ServiceNow, Inc. (NYSE:NOW), Microsoft Corporation (NASDAQ:MSFT), Cisco Systems, Inc. (NASDAQ:CSCO), Eli Lilly and Company (NYSE:LLY), Advanced Micro Devices, Inc. (NASDAQ:AMD), Elastic NV (NYSE:ESTC), AbCellera Biologics Inc. (NASDAQ:ABCL)
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)
