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)
Companies covered: East West Bancorp, Inc. (NASDAQ:EWBC), Banner Corporation (NASDAQ:BANR), Axos Financial, Inc. (NYSE:AX), Berkshire Hathaway Inc. (NYSE:BRK/A), Progressive Corporation (The) (NYSE:PGR), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), Chubb Corporation (The) (NYSE:CB), American International Group, Inc. (NYSE:AIG), Kingstone Companies, Inc (NASDAQ:KINS), The Travelers Companies, Inc. (NYSE:TRV), Allstate Corporation (The) (NYSE:ALL), W.R. Berkley Corporation (NYSE:WRB), American Financial Group, Inc. (NYSE:AFG), Cincinnati Financial Corporation (NASDAQ:CINF), Markel Corporation (NYSE:MKL), Selective Insurance Group, Inc. (NASDAQ:SIGI), ProAssurance Corporation (NYSE:PRA), MetLife, Inc. (NYSE:MET), Prudential Financial, Inc. (NYSE:PRU), Aflac Incorporated (NYSE:AFL), Principal Financial Group Inc (NYSE:PFG), Apollo Global Management, LLC (NYSE:APO), Unum Group (NYSE:UNM), Reinsurance Group of America, Incorporated (NYSE:RGA), Lincoln National Corporation (NYSE:LNC), Corebridge Financial Inc. (NYSE:CRBG), Globe Life Inc. (NYSE:GL), Jackson Financial Inc. (NYSE:JXN), Brighthouse Financial Inc. (NASDAQ:BHF), Equitable Holdings Inc. (NYSE:EQH), Mercury General Corporation (NYSE:MCY), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Axis Capital Holdings Limited (NYSE:AXS), Willis Towers Watson PLC (NASDAQ:WTW), Everest Group Ltd. (NYSE:EG), Arthur J. Gallagher & Co. (NYSE:AJG), Bar Harbor Bankshares, Inc. (NYSEAMERICAN:BHB), Community Financial System, Inc. (NYSE:CBU), FinWise Bancorp (NASDAQ:FINW), Flagstar Financial, Inc. (NYSE:FLG), Flushing Financial Corporation (NASDAQ:FFIC), Hancock Whitney Corp. (NASDAQ:HWC), WaFd Inc. (Washington Federal, Inc.) (NASDAQ:WAFD)
Companies covered: AMERIPRISE FINANCIAL SERVICES, INC. (NYSE:AMP), Expedia, Inc. (NASDAQ:EXPE), United Parcel Service, Inc. (NYSE:UPS), FedEx Corporation (NYSE:FDX), Genpact Limited (NYSE:G), Accenture plc. (NYSE:ACN), Capgemini SE (ADR) (OTCMKTS:CGEMY), Cable One Inc. (NYSE:CABO), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Patrick Industries, Inc. (NASDAQ:PATK), Urban Outfitters, Inc. (NASDAQ:URBN), Brinker International, Inc. (NYSE:EAT), Option Care Health Inc. (NASDAQ:OPCH), Insight Enterprises, Inc. (NASDAQ:NSIT), ePlus inc. (NASDAQ:PLUS), Skechers U.S.A., Inc. (NYSE:SKX), Foot Locker, Inc. (NYSE:FL), Apple Inc. (NASDAQ:AAPL), NVIDIA Corporation (NASDAQ:NVDA), IBM (International Business Machines Corp.) (NYSE:IBM), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), MYR Group, Inc. (NASDAQ:MYRG), Shell PLC (NYSE:SHEL), Chevron Corporation (NYSE:CVX), Lloyds Banking Group Plc (NYSE:LYG), Schlumberger N.V. (NYSE:SLB), Agnico Eagle Mines Limited (NYSE:AEM), Microsoft Corporation (NASDAQ:MSFT), Baidu, Inc. (NASDAQ:BIDU), Rush Enterprises, Inc. (NASDAQ:RUSHA), MasTec, Inc. (NYSE:MTZ), Broadcom Ltd (NASDAQ:AVGO), Amazon.com, Inc. (NASDAQ:AMZN), EZCORP, Inc. (NASDAQ:EZPW), Aviat Networks, Inc. (NASDAQ:AVNW), IMAX Corporation (NYSE:IMAX), Deere & Company (NYSE:DE), Cummins Inc. (NYSE:CMI), Brookfield Renewable Corp. (NYSE:BEPC), Micron Technology, Inc. (NASDAQ:MU), Western Digital Corporation (NASDAQ:WDC), Progressive Corporation (The) (NYSE:PGR), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), The Charles Schwab Corporation (NYSE:SCHW), CME Group Inc. (NASDAQ:CME), Haverty Furniture Companies, Inc. (NYSE:HVT), Hooker Furnishings Corporation (NASDAQ:HOFT), Shyft Group Inc. (NASDAQ:SHYF), MasterBrand Inc. (NYSE:MBC), American Woodmark Corporation (NASDAQ:AMWD), Steelcase Inc. (NYSE:SCS), Advance Auto Parts Inc (NYSE:AAP), AutoZone, Inc. (NYSE:AZO), Genuine Parts Company (NYSE:GPC), O’Reilly Automotive Inc. (NASDAQ:ORLY), Concentrix Corp. (NASDAQ:CNXC), Teleperformance SE ADR (OTCMKTS:TLPFY), Axis Capital Holdings Limited (NYSE:AXS), AT&T Inc. (NYSE:T), American International Group, Inc. (NYSE:AIG)
Companies covered: Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), NXP Semiconductors N.V. (NASDAQ:NXPI), NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology Group Ltd. (NASDAQ:MRVL), Credo Technology Group Holding Ltd. (NASDAQ:CRDO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Semtech Corporation (NASDAQ:SMTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Analog Devices, Inc. (NASDAQ:ADI), ON Semiconductor Corp. (NASDAQ:ON), Astera Labs Inc. (NASDAQ:ALAB), Adobe Systems Incorporated (NASDAQ:ADBE), Autodesk, Inc. (NASDAQ:ADSK), Microsoft Corporation (NASDAQ:MSFT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Synopsys, Inc. (NASDAQ:SNPS), Siemens AG (OTCMKTS:SIEGY), ANSYS, Inc. (NASDAQ:ANSS), Bentley Systems Inc. (NASDAQ:BSY), Dassault Systemes SE (OTCMKTS:DASTY), Intel Corporation (NASDAQ:INTC), QUALCOMM Incorporated (NASDAQ:QCOM), Broadcom Ltd (NASDAQ:AVGO), Applied Materials, Inc. (NASDAQ:AMAT), Lam Research Corporation (NASDAQ:LRCX), Foxconn Technology Co. Ltd. (OTCMKTS:FXCOF), Semiconductor Manufacturing International Corporation (HKG:0981), ASML Holding N.V. (NASDAQ:ASML), Tokyo Electron Ltd. (OTCMKTS:TOELY), KLA-Tencor Corporation (NASDAQ:KLAC), Guidewire Software, Inc. (NYSE:GWRE), CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCCS), ServiceTitan, Inc. (NASDAQ:TTAN), Manhattan Associates, Inc. (NASDAQ:MANH), SPS Commerce, Inc. (NASDAQ:SPSC), Procore Technologies, Inc. (NYSE:PCOR), Blend Labs, Inc. (NYSE:BLND), Veeva Systems Inc. (NYSE:VEEV), Samsara Inc. (NYSE:IOT), Clearwater Analytics Holdings, Inc. (NYSE:CWAN), Monday.com Ltd. (NASDAQ:MNDY), Salesforce.com Inc (NYSE:CRM), Five9, Inc. (NASDAQ:FIVN), Workday, Inc. (NYSE:WDAY), Bill.com Holdings (NYSE:BILL), Global-E Online Ltd. (NASDAQ:GLBE), Duos Technologies Group Inc. (NASDAQ:DUOT), inTest Corporation (NYSEAMERICAN:INTT), Porch Group Inc. (NASDAQ:PRCH), Silvaco Group Inc. (NASDAQ:SVCO)
Companies covered: Dollar General Corporation (NYSE:DG), Walmart Inc. (NYSE:WMT), Amazon.com, Inc. (NASDAQ:AMZN), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Floor & Decor Holdings Inc. (NYSE:FND), Kraft Heinz Co (NASDAQ:KHC), Conagra Brands Inc. (NYSE:CAG), General Mills, Inc. (NYSE:GIS), Coca-Cola Company (The) (NYSE:KO), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC), United Natural Foods, Inc. (NASDAQ:UNFI), TJX Companies, Inc. (The) (NYSE:TJX), WEC Energy Group Inc (NYSE:WEC), Microsoft Corporation (NASDAQ:MSFT), Alliant Energy Corporation (NYSE:LNT), Southern Company (The) (NYSE:SO), Arcosa Inc. (NYSE:ACA), Xylem Inc. (NYSE:XYL), Southwest Gas Corporation (NYSE:SWX), National Fuel Gas Company (NYSE:NFG), PPL Corporation (NYSE:PPL), Edison International (NYSE:EIX), PG&E Corporation (NYSE:PCG), Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), Hubbell Incorporated (NYSE: HUBB), TXNM Energy Inc. (NYSE:TXMN), Centuri Holdings Inc. (NYSE:CTRI), Adtalem Global Education (NYSE:ATGE), SkyWest, Inc. (NASDAQ:SKYW), LSI Industries Inc. (NASDAQ:LYTS), Vodafone Group Plc (NASDAQ:VOD), T-Mobile US, Inc. (NASDAQ:TMUS), Evergy Inc. (NASDAQ:EVRG), American Electric Power Company, Inc. (NYSE:AEP)
