Companies covered: 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), 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), Boeing Company (The) (NYSE:BA), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), L3Harris Technologies Inc. (NYSE:LHX), Airbus SE (OTCMKTS:EADSY), ATI Inc. (NYSE:ATI), GE Aerospace (General Electric Company) (NYSE:GE), RTX Corp. (Raytheon) (NYSE:RTX), Howmet Aerospace (NYSE:HWM), Fincantieri SpA (OTCMKTS:FNCNF), Omeros Corporation (NASDAQ:OMER), Sarepta Therapeutics, Inc. (NASDAQ:SRPT), Cidara Therapeutics Inc. (NASDAQ:CDTX), Alcon AG (NYSE:ALC), RxSight Inc. (NASDAQ:RXST), STAAR Surgical Company (NASDAQ:STAA), Glaukos Corp (NYSE:GKOS), Penumbra Inc. (NYSE:PEN), Stryker Corporation (NYSE:SYK), DexCom, Inc. (NASDAQ:DXCM), Abbott Laboratories (NYSE:ABT), Merit Medical Systems, Inc. (NASDAQ:MMSI), Globus Medical, Inc. (NYSE:GMED), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Zimmer Biomet Holdings Inc. (NYSE:ZBH), AngioDynamics, Inc. (NASDAQ:ANGO), Cooper Companies, Inc. (The) (NYSE:COO), 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), Allstate Corporation (The) (NYSE:ALL), Mercury General Corporation (NYSE:MCY), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), American International Group, Inc. (NYSE:AIG), Axis Capital Holdings Limited (NYSE:AXS), Willis Towers Watson PLC (NASDAQ:WTW), Everest Group Ltd. (NYSE:EG), Progressive Corporation (The) (NYSE:PGR), Arthur J. Gallagher & Co. (NYSE:AJG), East West Bancorp, Inc. (NASDAQ:EWBC), Banner Corporation (NASDAQ:BANR), Axos Financial, Inc. (NYSE:AX), 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), Amazon.com, Inc. (NASDAQ:AMZN), RealReal (NASDAQ:REAL), Upwork Inc. (NASDAQ:UPWK), SuRo Capital Corp. (NASDAQ:SSSS), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), Cars.com Inc. (NYSE:CARS), Fiverr International Ltd. (NYSE:FVRR), Beyond Inc. (NYSE:BYON), Valvoline (NYSE:VVV), CoreWeave, Inc. (NASDAQ:CRWV), 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), AT&T Inc. (NYSE:T), Comcast Corporation (NASDAQ:CMCSA), Verizon Communications Inc. (NYSE:VZ), Lumentum Holdings Inc (NASDAQ:LITE), Coherent, Inc. (NASDAQ:COHR), Ciena Corporation (NYSE:CIEN), Arista Networks, Inc. (NYSE:ANET), Alphabet Inc (NASDAQ:GOOG), Oracle Corporation (NYSE:ORCL), Eutelsat Communications SA (OTCMKTS:ETCMY), Rocket Lab USA Inc. (NASDAQ:RKLB), CenterPoint Energy, Inc. (NYSE:CNP), Entergy Corporation (NYSE:ETR), IDACORP, Inc. (NYSE:IDA), Sempra Energy (NYSE:SRE), DTE Energy Co. (NYSE:DTE), NiSource, Inc (NYSE:NI), Dominion Energy, Inc. (NYSE:D), Xcel Energy Inc. (NYSE:XEL), WEC Energy Group Inc (NYSE:WEC), Consolidated Edison Inc (NYSE:ED), Anheuser-Busch Inbev SA (NYSE:BUD), Heineken N.V. (OTCMKTS:HINKY), Coca-Cola Company (The) (NYSE:KO), Pepsico, Inc. (NASDAQ:PEP), Keurig Dr Pepper Inc. (NASDAQ:KDP), Constellation Brands Inc (NYSE:STZ), Molson Coors Brewing Company (NYSE:TAP), Monster Beverage Corporation (NASDAQ:MNST), Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF), Embotelladora Andina S.A. (NYSE:AKO/B), Ambev S.A. (NYSE:ABEV), Compania Cervecerias Unidas, S.A. (NYSE:CCU), Varun Beverages Ltd. (NSE:VBL), Diageo plc (NYSE:DEO), Pernod Ricard (OTCMKTS:PDRDF), Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX), Coca-Cola Europacific Partners PLC (NYSE:CCEP), Arca Continental, S.A.B. de C.V. (OTCMKTS:EMBVF), Carlsberg A/S (OTCMKTS:CABGY), Alaska Air Group, Inc. (NYSE:ALK), Delta Air Lines, Inc. (NYSE:DAL), United Airlines Holdings (NASDAQ:UAL), Southwest Airlines Company (NYSE:LUV), American Airlines Group, Inc. (NASDAQ:AAL), Mesa Air Group Inc. (NASDAQ:MESA), Joby Aviation, Inc. (NYSE:JOBY), Archer Aviation Inc. (NYSE:ACHR), Spirit Aviation Holdings, Inc. (OTCMKTS:FLYYQ), Freeport-McMoran, Inc. (NYSE:FCX), VALE S.A. (NYSE:VALE), Anglo American plc Unsponsored ADR (OTCMKTS:NGLOY), Teck Resources Ltd. (NYSE:TECK), FRESNILLO PLC ORD USD0.50 (OTCMKTS:FNLPF)
