Companies covered: Vertiv Holdings Co. (NYSE:VRT), Johnson Controls, Inc. (NYSE:JCI), Rockwell Automation, Inc. (NYSE:ROK), Eaton Corporation, PLC (NYSE:ETN), Trane Technologies PLC (NYSE:TT), Hexcel Corporation (NYSE:HXL), Heico Corporation (NYSE:HEI), Transdigm Group Incorporated (NYSE:TDG), Boeing Company (The) (NYSE:BA), Bombardier Inc (OTCMKTS:BDRBF), Huntington Ingalls Industries, Inc. (NYSE:HII), General Dynamics Corporation (NYSE:GD), Northrop Grumman Corporation (NYSE:NOC), Rheinmetall AG ADR (OTCMKTS:RNMBY), BAE Systems plc - ADR (OTCMKTS:BAESY), RTX Corp. (Raytheon) (NYSE:RTX), Airbus SE (OTCMKTS:EADSY), Honeywell International Inc. (NYSE:HON), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), StandardAero Inc. (NYSE:SARO), GE Aerospace (General Electric Company) (NYSE:GE), Lockheed Martin Corporation (NYSE:LMT), L3Harris Technologies Inc. (NYSE:LHX), ATI Inc. (NYSE:ATI), Howmet Aerospace (NYSE:HWM), Fincantieri SpA (OTCMKTS:FNCNF), Allient Inc. (Allied Motion Technologies, Inc.) (NASDAQ:ALNT), MSA Safety Incorporporated (NYSE:MSA)
Companies covered: Johnson Service Group plc (LON:JSG), Cintas Corporation (NASDAQ:CTAS), Unilever PLC (NYSE:UL), Nestle SA (OTCMKTS:NSRGY), TripAdvisor, Inc. (NASDAQ:TRIP), Uber Technologies (NYSE:UBER), Albany International Corporation (NYSE:AIN), ABM Industries Incorporated (NYSE:ABM), Build-A-Bear Workshop, Inc. (NYSE:BBW), Interactive Brokers Group, Inc. (NASDAQ:IBKR)
Companies covered: Essex Property Trust, Inc. (NYSE:ESS), Curbline Properties Corp. (NYSE:CURB), SL Green Realty Corporation (NYSE:SLG), SITE Centers Corp. (NYSE:SITC), Simon Property Group, Inc. (NYSE:SPG), EastGroup Properties, Inc. (NYSE:EGP), Terreno Realty Corporation (NYSE:TRNO), Douglas Emmett, Inc. (NYSE:DEI), Retail Opportunity Investments Corp. (NASDAQ:ROIC), Zillow, Inc. (NASDAQ:Z), LendingTree, Inc. (NASDAQ:TREE), QuinStreet, Inc. (NASDAQ:QNST), Anywhere Real Estate Inc. (NYSE:HOUS), RE/MAX Holdings, Inc. (NYSE:RMAX), eXp World Holdings Inc. (NASDAQ:EXPI), Fathom Holdings Inc. (NASDAQ:FTHM), Intercontinental Exchange Inc. (NYSE:ICE), AppFolio Inc (NASDAQ:APPF), CoStar Group, Inc. (NASDAQ:CSGP), Matterport Inc. (NASDAQ:MTTR), Real Brokerage Inc. (NASDAQ:REAX), Compass Inc. (NYSE:COMP), First American Corporation (The) (NYSE:FAF), Fidelity National Financial, Inc. (NYSE:FNF), Stewart Information Services Corporation (NYSE:STC), NetSTREIT Corp. (NYSE:NTST), Healthcare Realty Trust Incorporated (NYSE:HR), Mid-America Apartment Communities, Inc. (NYSE:MAA), Independence Realty Trust, Inc. (NYSE:IRT), Regency Centers Corporation (NASDAQ:REG), Blackstone Inc. (NYSE:BX), Kimco Realty Corporation (NYSE:KIM), Kite Realty Group Trust (NYSE:KRG), Brixmor Property Group Inc. (NYSE:BRX), Acadia Realty Trust (NYSE:AKR), Federal Realty Investment Trust (NYSE:FRT), Agree Realty Corporation (NYSE:ADC), Macerich Company (The) (NYSE:MAC), InvenTrust Properties Corp. (NYSE:IVT), Trinity Capital Inc. (NASDAQ:TRIN), SLR Investment Corp. (NASDAQ:SLRC), Chatham Lodging Trust (REIT) (NYSE:CLDT), Janover Inc. (NASDAQ:JNVR), NewLake Capital Partners Inc. (OTCMKTS:NLCP), Plymouth Industrial REIT (NYSE:PLYM), Rand Capital Corporation (NASDAQ:RAND), Runway Growth Finance Corp. (NASDAQ:RWAY)
Companies covered: Alstom Unsponsored France ADR (OTCMKTS:ALSMY), Diageo plc (NYSE:DEO), Pernod Ricard (OTCMKTS:PDRDF), Anheuser-Busch Inbev SA (NYSE:BUD), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Olympus Corp. - ADR (OTCMKTS:OLYMY), Hoya Corp. (OTCMKTS:HOCPY), Baxter International Inc. (NYSE:BAX), Union Pacific Corporation (NYSE:UNP), CSX Corporation (NYSE:CSX), Norfolk Southern Corporation (NYSE:NSC), NVIDIA Corporation (NASDAQ:NVDA), Tesla Motors, Inc. (NASDAQ:TSLA), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Meta Platforms Inc. (NASDAQ:META), Progressive Corporation (The) (NYSE:PGR), American International Group, Inc. (NYSE:AIG), Unum Group (NYSE:UNM), Chubb Corporation (The) (NYSE:CB), Berkshire Hathaway Inc. (NYSE:BRK/A), Booking Holdings (NASDAQ:BKNG), Airbnb Inc. (NASDAQ:ABNB), L'Oreal SA (OTCMKTS:LRLCY), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Toyota Motor Corp Ltd Ord (NYSE:TM), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), BYD Company ADR (OTCMKTS:BYDDY), Broadcom Ltd (NASDAQ:AVGO), Emerson Electric Company (NYSE:EMR), Corning Incorporated (NYSE:GLW), International Business Machines Corporation (NYSE:IBM), Cisco Systems, Inc. (NASDAQ:CSCO), NewJersey Resources Corporation (NYSE:NJR), CACI International, Inc. (NYSE:CACI), Bloom Energy Corp. (NYSE:BE), American Electric Power Company, Inc. (NYSE:AEP), Granite Construction Incorporated (NYSE:GVA)
Companies covered: Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), NRG Energy, Inc. (NYSE:NRG), Talen Energy Corp. (NASDAQ:TLN), Entergy Corporation (NYSE:ETR), WEC Energy Group Inc (NYSE:WEC), Alliant Energy Corporation (NYSE:LNT), IDACORP, Inc. (NYSE:IDA), PPL Corporation (NYSE:PPL), National Fuel Gas Company (NYSE:NFG), Sempra Energy (NYSE:SRE), NextEra Energy, Inc. (NYSE:NEE), Dominion Energy, Inc. (NYSE:D), BlackRock, Inc. (NYSE:BLK), Oklo Inc. (NYSE:OKLO), NuScale Power Corp. (NYSE:SMR), Exxon Mobil Corporation (NYSE:XOM), TechnipFMC plc (NYSE:FTI), Schlumberger N.V. (NYSE:SLB), Baker Hughes (NASDAQ:BKR), Palantir Technologies Inc. (NASDAQ:PLTR), 374Water Inc. (NASDAQ:SCWO), Berry Petroleum Corporation (NASDAQ:BRY), Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF), Itron, Inc. (NASDAQ:ITRI), Lifezone Metals Ltd. (NYSE:LZM), Westport Fuel Systems Inc. (NASDAQ:WPRT)
