ESG Investing

July 06, 2023

Buy ($175)

Companies covered: Companhia Paranaense de Energia (COPEL) (NYSE:ELP), China Water Affairs Group Ltd. (OTCMKTS:CWAFF), Vestas Wind Systems (OTCMKTS:VWDRY), Accton Technology Corp. (TPE:2345), Xylem Inc. (NYSE:XYL), Novo Nordisk A/S (NYSE:NVO), Etsy Inc. (NASDAQ:ETSY), Coca-Cola Company (The) (NYSE:KO), Procter & Gamble Company (The) (NYSE:PG), Schneider Electric SE (OTCMKTS:SBGSF), Apple Inc. (NASDAQ:AAPL), Starbucks Corporation (NASDAQ:SBUX), Toyota Motor Corp Ltd Ord (NYSE:TM), Bank of America Corporation (NYSE:BAC), Target Corporation (NYSE:TGT), Anheuser-Busch Inbev SA (NYSE:BUD), Jones Lang LaSalle Incorporated (NYSE:JLL), Stanley Black & Decker, Inc. (NYSE:SWK), Pirelli & C. SpA (OTCMKTS:PLLIF), Unilever PLC (NYSE:UL), General Motors Company (NYSE:GM), Oracle Corporation (NYSE:ORCL), Salesforce.com Inc (NYSE:CRM), Deere & Company (NYSE:DE), Adobe Systems Incorporated (NASDAQ:ADBE), Costco Wholesale Corporation (NASDAQ:COST)

Financial Services

June 27, 2023

Buy ($175)

Companies covered: SVB Financial Group (NASDAQ:SIVB), Signature Bank (NASDAQ:SBNY), Republic First Bancorp, Inc. (NASDAQ:FRBK), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), JPMorgan Chase & Co. (NYSE:JPM), Blackstone Inc. (NYSE:BX), Wintrust Financial Corporation (NASDAQ:WTFC), Synovus Financial Corp. (NYSE:SNV), OceanFirst Financial Corp. (NASDAQ:OCFC), Ameris Bancorp (NASDAQ:ABCB), Business First Bancshares Inc. (NASDAQ:BFST), First Reliance Bancshares Inc. (OTCPK:FSRL), Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), Prosperity Bancshares, Inc. (NYSE:PB), Fiserv, Inc. (NASDAQ:FI), Global Payments Inc. (NYSE:GPN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Robinhood Markets Inc. (NASDAQ:HOOD), Affirm Holdings Inc. (NASDAQ:AFRM), SoFi Technologies Inc. (NASDAQ:SOFI), Coinbase Global Inc. (NASDAQ:COIN), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:SQ), Paypal Holdings Inc (NASDAQ:PYPL), Morgan Stanley (NYSE:MS), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Truist Financial Corp. (NYSE:TFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), KeyCorp (NYSE:KEY), Fifth Third Bancorp (NASDAQ:FITB), State Street Corporation (NYSE:STT), Bank Of New York Mellon Corporation (The) (NYSE:BK), Fidelity National Financial, Inc. (NYSE:FNF), BlackRock, Inc. (NYSE:BLK), Invesco Ltd. (NYSE:IVZ), T. Rowe Price Group, Inc. (NASDAQ:TROW), Federated Hermes Inc. (NYSE:FHI), KKR & Co Inc. (NYSE:KKR), Apollo Global Management, LLC (NYSE:APO), First Republic Bank (OTCMKTS:FRCB), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Repay Holdings Corp. (NASDAQ:RPAY), Flywire Corp. (NASDAQ:FLYW), i3 Verticals Inc. (NASDAQ:IIIV), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Shift4 Payments Inc. (NYSE:FOUR), NCR Corporation (NYSE:NCR), SouthState Corp. (NASDAQ:SSB), Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Atlantic Union Bankshares Corp. (NASDAQ:AUB), Axos Financial, Inc. (NYSE:AX), Bakkt Holdings Inc. (NYSE:BKKT), Burford Capital Limited (NYSE:BUR), Compass Inc. (NYSE:COMP), Main Street Capital Corporation (NYSE:MAIN), U.S. Global Investors, Inc. (NASDAQ:GROW), Capital Bancorp Inc. (NASDAQ:CBNK), CB Financial Services, Inc. (NASDAQ:CBFV), Employers Holdings Inc (NYSE:EIG)

Medical Devices

June 08, 2023

Buy ($175)

Companies covered: Medtronic, Inc. (NYSE:MDT), Stryker Corporation (NYSE:SYK), Intuitive Surgical, Inc. (NASDAQ:ISRG), GE HealthCare Technologies Inc. (NASDAQ:GEHC), Johnson & Johnson (NYSE:JNJ), Globus Medical, Inc. (NYSE:GMED), NuVasive, Inc. (NASDAQ:NUVA), Orthofix International N.V. (NASDAQ:OFIX), Abbott Laboratories (NYSE:ABT), Zimmer Biomet Holdings Inc. (NYSE:ZBH), Penumbra Inc. (NYSE:PEN), Treace Medical Concepts Inc. (NASDAQ:TMCI), Avita Medical Inc. (NASDAQ:RCEL), LENSAR Inc. (NASDAQ:LNSR), Humacyte Inc. (NASDAQ: HUMA), DexCom, Inc. (NASDAQ:DXCM), Boston Scientific Corporation (NYSE:BSX), RxSight Inc. (NASDAQ:RXST), Integra LifeSciences Holdings Corporation (NASDAQ:IART), P3 Healthcare Partners Inc. (NASDAQ:PIII), Apollo Medical Holdings, Inc. (NASDAQ:AMEH), Viemed Healthcare Inc. (NASDAQ:VMD), InfuSystems Holdings, Inc. (NYSEAMERICAN:INFU), iCAD, Inc. (NASDAQ:ICAD), Augmedix Inc. (NASDAQ:AUGX), Alphatec Holdings, Inc. (NASDAQ:ATEC), Harrow Health Inc. (NASDAQ:HROW), Tandem Diabetes Care, Inc. (NASDAQ:TNDM), Modivcare Inc. (NASDAQ:MODV), Smith & Nephew SNATS, Inc. (NYSE:SNN), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Hologic, Inc. (NASDAQ:HOLX), Siemens AG (OTCMKTS:SIEGY), Zoetis Inc. (NYSE:ZTS), Illumina, Inc. (NASDAQ:ILMN), Clearpoint Neuro Inc. (NASDAQ:CLPT), Xtant Medical Holdings Inc. (NYSEAMERICAN:XTNT), Materialise NV (NASDAQ:MTLS)

Software and IT Services

May 17, 2023

Buy ($175)

Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Accenture plc. (NYSE:ACN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Bill.com Holdings (NYSE:BILL), StoneCo Ltd. (NASDAQ:STNE), Block Inc. (NYSE:SQ), Alphabet Inc (NASDAQ:GOOG), Adobe Systems Incorporated (NASDAQ:ADBE), Microsoft Corporation (NASDAQ:MSFT), Autodesk, Inc. (NASDAQ:ADSK), ANSYS, Inc. (NASDAQ:ANSS), Dassault Systemes SE (OTCMKTS:DASTY), PTC Inc. (NASDAQ:PTC), Altair Engineering (NASDAQ:ALTR), Bentley Systems Inc. (NASDAQ:BSY), Cadence Design Systems, Inc. (NASDAQ:CDNS), Synopsys, Inc. (NASDAQ:SNPS), Intel Corporation (NASDAQ:INTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), NVIDIA Corporation (NASDAQ:NVDA), Infosys Limited (NYSE:INFY), EPAM Systems, Inc. (NYSE:EPAM), Grid Dynamics Holdings Inc. (NASDAQ:GDYN), Globant S.A. (NYSE:GLOB), WNS (Holdings) Limited (NYSE:WNS), Genpact Limited (NYSE:G), CDW Corporation (NASDAQ:CDW), ePlus inc. (NASDAQ:PLUS), Bridgeline Digital, Inc. (NASDAQ:BLIN), GSE Systems, Inc. (NASDAQ:GVP), Karooooo Ltd. (NASDAQ:KARO), Materialise NV (NASDAQ:MTLS), Phunware Inc. (NASDAQ:PHUN), Presto Automation Inc. (NASDAQ:PRST)

Investing Strategies

May 04, 2023

Buy ($175)

Companies covered: Huntington Bancshares Incorporated (NASDAQ:HBAN), Citizens Financial Group, Inc. (NYSE:CFG), Zions Bancorporation (NASDAQ:ZION), Regions Financial Corporation (NYSE:RF), M&T Bank Corp. (NYSE:MTB), UnitedHealth Group Incorporated (NYSE:UNH), The Travelers Companies, Inc. (NYSE:TRV), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Micron Technology, Inc. (NASDAQ:MU), Hewlett Packard Enterprise Co (NYSE:HPE), Credit Suisse Group (NYSE:CS), UBS AG (NYSE:UBS), Deutsche Bank AG (NYSE:DB), Aercap Holdings N.V. (NYSE:AER), General Electric Company (NYSE:GE), Vulcan Materials Company (NYSE:VMC), MasTec, Inc. (NYSE:MTZ)

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