Companies covered: TJX Companies, Inc. (The) (NYSE:TJX), O’Reilly Automotive Inc. (NASDAQ:ORLY), Bank Of New York Mellon Corporation (The) (NYSE:BK), Eaton Corporation, PLC (NYSE:ETN), Trane Technologies PLC (NYSE:TT), Oracle Corporation (NYSE:ORCL), Broadcom Ltd (NASDAQ:AVGO), Waste Management, Inc. (NYSE:WM), General Dynamics Corporation (NYSE:GD), Amphenol Corporation (NYSE:APH), Accenture plc. (NYSE:ACN), Wolters Kluwer NV - ADR (OTCMKTS:WTKWY), Marsh & McLennan Companies, Inc. (NYSE:MMC), Vulcan Materials Company (NYSE:VMC), Linde PLC (NYSE:LIN), Medtronic, Inc. (NYSE:MDT), Fiserv, Inc. (NYSE:FI), Paypal Holdings Inc (NASDAQ:PYPL), Starbucks Corporation (NASDAQ:SBUX), QUALCOMM Incorporated (NASDAQ:QCOM), Texas Instruments Incorporated (NASDAQ:TXN), Amgen Inc. (NASDAQ:AMGN), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Target Corporation (NYSE:TGT), Netflix, Inc. (NASDAQ:NFLX), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), NVIDIA Corporation (NASDAQ:NVDA), Snowflake Inc. (NYSE:SNOW), Arista Networks, Inc. (NYSE:ANET), Datadog Inc. (NASDAQ:DDOG), Lam Research Corporation (NASDAQ:LRCX), Cloudflare Inc. (NYSE:NET), Argenx SE (ADR) (NASDAQ:ARGX), Insmed, Inc. (NASDAQ:INSM), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Booking Holdings (NASDAQ:BKNG), Howmet Aerospace (NYSE:HWM), MercadoLibre, Inc. (NASDAQ:MELI), Spotify Technology SA (NYSE:SPOT), Pepsico, Inc. (NASDAQ:PEP), Amazon.com, Inc. (NASDAQ:AMZN), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), Dicks Sporting Goods Inc. (NYSE:DKS), Foot Locker, Inc. (NYSE:FL), Nike, Inc. (NYSE:NKE)
Companies covered: Dow Inc. (NYSE:DOW), LyondellBasell Industries NV (NYSE:LYB), DuPont de Nemours Inc. (NYSE:DD), Entegris, Inc. (NASDAQ:ENTG), Tesla Motors, Inc. (NASDAQ:TSLA), Corteva Inc. (NYSE:CTVA), Bayer AG (ADR) (OTCMKTS:BAYRY), Nutrien Ltd. (NYSE:NTR), Mosaic Company (The) (NYSE:MOS), Albemarle Corporation (NYSE:ALB), FMC Corporation (NYSE:FMC), CRH PLC (NYSE:CRH), Owens Corning Inc (NYSE:OC), Carlisle Companies Incorporated (NYSE:CSL), MasterBrand Inc. (NYSE:MBC), Arcosa Inc. (NYSE:ACA), QXO, Inc. (NYSE:QXO), American Woodmark Corporation (NASDAQ:AMWD), Martin Marietta Materials, Inc. (NYSE:MLM), Armstrong World Industries Inc (NYSE:AWI), James Hardie Industries plc. (NYSE:JHX), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), CNH Industrial N.V. (NYSE:CNH), AGCO Corporation (NYSE:AGCO), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Toll Brothers Inc. (NYSE:TOL), Millrose Properties, Inc. (NYSE:MRP), NVR, Inc. (NYSE:NVR), Fortune Brands Innovations Inc. (NYSE:FBIN), Masco Corporation (NYSE:MAS), Johnson Controls, Inc. (NYSE:JCI), Carrier Global Corp. (NYSE:CARR), Trane Technologies PLC (NYSE:TT), Union Pacific Corporation (NYSE:UNP), Norfolk Southern Corporation (NYSE:NSC), Berkshire Hathaway Inc. (NYSE:BRK/A), CSX Corporation (NYSE:CSX), Sterling Infrastructure, Inc. (NASDAQ:STRL), Knife River Corp. (NYSE:KNF), Construction Partners Inc. (NASDAQ:ROAD), Vulcan Materials Company (NYSE:VMC), APi Group Corp. (NYSE:APG), Acuren Corp. (NYSE:TIC), Mohawk Industries, Inc. (NYSE:MHK), Interface, Inc. (NASDAQ:TILE), Louisiana-Pacific Corporation (NYSE:LPX), Home Depot, Inc. (The) (NYSE:HD), GMS Inc. (NYSE:GMS), Lowe's Companies, Inc. (NYSE:LOW), Core & Main Inc. (NYSE:CNM), Accsys Technologies PLC (OTCMKTS:ACSYF), Alto Ingredients Inc. (NASDAQ:ALTO), Avantium NV (OTCMKTS:AVTXF), Oil-Dri Corporation Of America (NYSE:ODC), SenesTech Inc. (NASDAQ:SNES), Trex Company, Inc. (NYSE:TREX), Worthington Steel Inc. (NYSE:WS)
Companies covered: ATI Inc. (NYSE:ATI), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), Caseys General Stores, Inc. (NASDAQ:CASY), First Horizon National Corporation (NYSE:FHN), Citizens Financial Group, Inc. (NYSE:CFG), Huntington Bancshares Incorporated (NASDAQ:HBAN), Modine Manufacturing Company (NYSE:MOD), Advanced Energy Industries, Inc. (NASDAQ:AEIS), IDEX Corporation (NYSE:IEX), Danaher Corporation (NYSE:DHR), Generac Holdlings Inc. (NYSE:GNRC), Verona Pharma PLC - ADR (NASDAQ:VRNA), Merck & Company, Inc. (NYSE:MRK), Ligand Pharmaceuticals Incorporated (NASDAQ:LGND), Shift4 Payments Inc. (NYSE:FOUR), Lantheus Holdings Inc. (NASDAQ:LNTH), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Stride Inc. (NYSE:LRN), CECO Environmental Corp. (NASDAQ:CECO), Rambus, Inc. (NASDAQ:RMBS), CyberArk Software Ltd. (NASDAQ:CYBR), Palo Alto Networks, Inc. (NYSE:PANW), First Solar, Inc. (NASDAQ:FSLR), AAON, Inc. (NASDAQ:AAON), Veritex Holdings, Inc. (NASDAQ:VBTX), Eagle Materials Inc (NYSE:EXP), Range Resources Corporation (NYSE:RRC), CRISPR Therapeutics AG (NASDAQ:CRSP), Fox Factory Holding Corp. (NASDAQ:FOXF), Carpenter Technology Corporation (NYSE:CRS), Duolingo Inc. (NASDAQ:DUOL), West Pharmaceuticals Services Inc. (NYSE:WST)
Companies covered: Ralph Lauren Corporation (NYSE:RL), Urban Outfitters, Inc. (NASDAQ:URBN), Dicks Sporting Goods Inc. (NYSE:DKS), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Puma SE (OTCMKTS:PMMAF), lululemon athletica inc. (NASDAQ:LULU), adidas AG (OTCMKTS:ADDYY), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Hanesbrands Inc. (NYSE:HBI), Gildan Activewear, Inc. (NYSE:GIL), Block Inc. (NYSE:XYZ), Paypal Holdings Inc (NASDAQ:PYPL), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NYSE:FI), Toast Inc. (NYSE:TOST), Shift4 Payments Inc. (NYSE:FOUR), PAR Technology Corporation (NYSE:PAR), NCR Voyix Corp. (NYSE:VYX), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), nCino Inc. (NASDAQ:NCNO), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Euronet Worldwide, Inc. (NASDAQ:EEFT), Flywire Corp. (NASDAQ:FLYW), eToro Group Ltd. (NASDAQ:ETOR), Chime Financial Inc. (NASDAQ:CHYM), Circle Internet Group Inc. (NYSE:CRCL), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Lovesac Co. (NASDAQ:LOVE), Beyond Inc. (NYSE:BYON), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), NVIDIA Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), GigaCloud Technology Inc. (NASDAQ:GCT), A-Mark Precious Metals, Inc. (NASDAQ:AMRK), Vivid Seats Inc. (NASDAQ:SEAT), Allbirds Inc. (NASDAQ:BIRD), Driven Brands Holdings Inc. (NASDAQ:DRVN), Mister Car Wash, Inc. (NASDAQ:MCW), CarGurus Inc. (NASDAQ:CARG), Auto Trader Group plc (OTCMKTS:ATDRF), Carvana Co. (NYSE:CVNA), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Nissan Motor Co. Ltd. (ADR) (OTCMKTS:NSANY), Subaru Corp. - ADR (OTCMKTS:FUJHY), Mercedes Benz Group ADR (OTCMKTS:MBGYY), Etsy Inc. (NASDAQ:ETSY), RealReal (NASDAQ:REAL), Upwork Inc. (NASDAQ:UPWK), SuRo Capital Corp. (NASDAQ:SSSS), Cars.com Inc. (NYSE:CARS), Fiverr International Ltd. (NYSE:FVRR), Valvoline (NYSE:VVV), CoreWeave, Inc. (NASDAQ:CRWV), Coinbase Global Inc. (NASDAQ:COIN), American Express Company (NYSE:AXP), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Adyen NV (OTCMKTS:ADYYF), Marqeta Inc. (NASDAQ:MQ), MicroStrategy Incorporated (NASDAQ:MSTR), JPMorgan Chase & Co. (NYSE:JPM), Plaid Inc. (OTCMKTS:PLDIF), Wise plc (OTCMKTS:WPLCF), Global Payments Inc. (NYSE:GPN), Remitly Global Inc. (NASDAQ:RELY), Western Union Company (The) (NYSE:WU), International Money Express, Inc. (NASDAQ:IMXI), Naspers Ltd. (OTCMKTS:NPSNY), Lightspeed Commerce Inc. (NYSE:LSPD)
Companies covered: Oracle Corporation (NYSE:ORCL), Mohawk Industries, Inc. (NYSE:MHK), Thermo Fisher Scientific Inc (NYSE:TMO), Microsoft Corporation (NASDAQ:MSFT), Texas Instruments Incorporated (NASDAQ:TXN), Capital One Financial Corporation (NYSE:COF), Fidelity National Information Services, Inc. (NYSE:FIS), Paypal Holdings Inc (NASDAQ:PYPL), Willis Towers Watson PLC (NASDAQ:WTW), Walt Disney Company (The) (NYSE:DIS), Teva Pharmaceutical Industries Limited (NYSE:TEVA), BrightView Holdings Inc. (NYSE:BV), United Rentals, Inc. (NYSE:URI), Alight Inc. (NYSE:ALIT), Aon plc (NYSE:AON), Hillman Solutions Corp. (NASDAQ:HLMN), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Lamb Weston Holdings Inc (NYSE:LW), Universal Technical Institute Inc (NYSE:UTI), NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Intuitive Surgical, Inc. (NASDAQ:ISRG), S&P Global (NYSE:SPGI), Danaher Corporation (NYSE:DHR), Ecolab Inc. (NYSE:ECL), XPO Logistics, Inc. (NYSE:XPO), Morgan Stanley (NYSE:MS), Transdigm Group Incorporated (NYSE:TDG), Trade Desk (NASDAQ:TTD), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Okta (NASDAQ:OKTA), Broadcom Ltd (NASDAQ:AVGO), Constellation Brands Inc (NYSE:STZ), Uber Technologies (NYSE:UBER), Atlanta Braves Holdings Inc. (NASDAQ: BATRK), Madison Square Garden Sports Corp. (NYSE:MSGS), Airbnb Inc. (NASDAQ:ABNB), Markel Corporation (NYSE:MKL), Madison Square Garden Entertainment Corp. (NYSE:MSGE), Semtech Corporation (NASDAQ:SMTC), HCI Group, Inc. (NYSE:HCI), BlackSky Technology Inc. (NYSE:BKSY), BWX Technologies, Inc. (NYSE:BWXT), Argan, Inc. (NYSE:AGX), Potbelly Corporation (NASDAQ:PBPB), AvePoint Inc. (NASDAQ:AVPT), Apple Inc. (NASDAQ:AAPL), IBM (International Business Machines Corp.) (NYSE:IBM), RTX Corp. (Raytheon) (NYSE:RTX), Consolidated Edison Inc (NYSE:ED), Dominion Energy, Inc. (NYSE:D), Duke Energy Corporation (NYSE:DUK), FirstEnergy Corporation (NYSE:FE), Southern Company (The) (NYSE:SO), Constellation Energy Corp. (NASDAQ:CEG), Boeing Company (The) (NYSE:BA), Lockheed Martin Corporation (NYSE:LMT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), AT&T Inc. (NYSE:T), Merck & Company, Inc. (NYSE:MRK), Equitable Holdings Inc. (NYSE:EQH), Citigroup Inc. (NYSE:C), Vishay Intertechnology, Inc. (NYSE:VSH), CVS Health Corporation (NYSE:CVS), Humana Inc. (NYSE:HUM), United Therapeutics Corporation (NASDAQ:UTHR), Cencora, Inc. (NYSE:COR), Robinhood Markets Inc. (NASDAQ:HOOD), Shopify (NYSE:SHOP), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), Curtiss-Wright Corporation (NYSE:CW), Airbus SE (OTCMKTS:EADSY), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Axon Enterprise, Inc. (NASDAQ:AXON), Cloudflare Inc. (NYSE:NET)
