Companies covered: Synopsys, Inc. (NASDAQ:SNPS), Cadence Design Systems, Inc. (NASDAQ:CDNS), Wolfspeed Inc. (NYSE:WOLF), Lithium Americas Corp. (NYSE:LAC), Pioneer Natural Resources Company (NYSE:PXD), Hess Corporation (NYSE:HES), Campbell Soup Company (NYSE:CPB), Plumas Bancorp (NASDAQ:PLBC), Bank of N.T. Butterfield & Son Ltd. (NYSE:NTB), Enhabit Inc. (NYSE:EHAB), FPT Corp. (HOSE:FPT), Vietnam Technological and Commercial Bank (HOSE:TCB), American Tower Corporation (REIT) (NYSE:AMT), T-Mobile US, Inc. (NASDAQ:TMUS), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), Intel Corporation (NASDAQ:INTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), NextEra Energy, Inc. (NYSE:NEE), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Crane Company (NYSE:CR), Airbus SE (OTCMKTS:EADSY), Boeing Company (The) (NYSE:BA), Air Lease Corporation (NYSE:AL), Columbia Banking System, Inc. (NASDAQ:COLB), Umpqua Holdings Corporation (NASDAQ:UMPQ), Marriott International (NASDAQ:MAR), Marriott Vacations Worldwide Corp. (NYSE:VAC), Seabridge Gold, Inc. (NYSE:SA), KT Corporation (NYSE:KT), Hyundai Motor Company GDR (OTCMKTS:HYMTF), Mitsui & Co Ltd (ADR) (OTCMKTS:MITSY), Mitsubishi Corp. (OTCMKTS:MSBHF), Northern Dynasty Minerals Ltd. (NYSEAMERICAN:NAK), Platinum Group Metals Ltd. (NYSEAMERICAN:PLG), Astarta Holding N.V. (LON:0O0C), LG Corp. (KRX:003550), CGN Power Co Ltd. (OTCMKTS:CGNWF), Hitachi, Ltd. (ADR) (OTCMKTS:HTHIY), Berkshire Hathaway Inc. (NYSE:BRK/A), Tokio Marine Holdings Inc. (OTCMKTS:TKOMF), KEYENCE CORP NPV (OTCMKTS:KYCCF), Sony Group Corp. (NYSE:SONY), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Booking Holdings (NASDAQ:BKNG), Paypal Holdings Inc (NASDAQ:PYPL), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), Fiserv, Inc. (NASDAQ:FI), Goldman Sachs Group, Inc. (The) (NYSE:GS), FedEx Corporation (NYSE:FDX), Air Products and Chemicals, Inc. (NYSE:APD), Starbucks Corporation (NASDAQ:SBUX), Medtronic, Inc. (NYSE:MDT), Texas Instruments Incorporated (NASDAQ:TXN), M&T Bank Corporation (NYSE:MTB), Bank Of New York Mellon Corporation (The) (NYSE:BK), Morgan Stanley (NYSE:MS), U.S. Bancorp (NYSE:USB), Comcast Corporation (NASDAQ:CMCSA), Paramount Global (NASDAQ:PARA), Avantor Inc. (NYSE:AVTR), Thermo Fisher Scientific Inc (NYSE:TMO), Cboe Global Markets Inc. (BATS:CBOE), Apple Inc. (NASDAQ:AAPL), Koninklijke Philips N.V. (NYSE:PHG), ResMed Inc. (NYSE:RMD), Bayer AG (ADR) (OTCMKTS:BAYRY), EOG Resources, Inc. (NYSE:EOG), Comstock Resources, Inc. (NYSE:CRK), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Wells Fargo & Company (NYSE:WFC), Live Oak Bancshares Inc (NASDAQ:LOB), Veritex Holdings, Inc. (NASDAQ:VBTX), Caesars Entertainment Corporation (NASDAQ:CZR), DraftKings Inc. (NASDAQ:DKNG), Freeport-McMoran, Inc. (NYSE:FCX), Pool Corporation (NASDAQ:POOL), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Vistra Energy Corp. (NYSE:VST), Flex Ltd. (NASDAQ:FLEX), Johnson & Johnson (NYSE:JNJ), Ford Motor Company (NYSE:F), Cisco Systems, Inc. (NASDAQ:CSCO), PACCAR Inc. (NASDAQ:PCAR), Genuine Parts Company (NYSE:GPC), O’Reilly Automotive Inc. (NASDAQ:ORLY), Tesla Motors, Inc. (NASDAQ:TSLA), General Motors Company (NYSE:GM), Volvo ADR (OTCMKTS:VLVLY), Bayerische Motoren Werke ADR (OTCMKTS:BMWYY), Mercedes Benz Group ADR (OTCMKTS:DMLRY), Vivendi SE (OTCMKTS:VIVHY), Bollore SE (OTCMKTS:BOIVF), Universal Music Group NV (OTCMKTS:UMGNF), Telecom Italia Spa (ADR) (OTCMKTS:TIIAY), KKR & Co Inc. (NYSE:KKR), Tencent Holdings Ltd. (OTCMKTS:TCEHY), Aker ASA (OTCMKTS:AKAAF), Philly Shipyard ASA (OTCMKTS:AKRRF), Aker BP ASA (OTCMKTS:DETNF), Aker Horizons ASA (FRA:7QF), Aker Carbon Capture ASA (OTCMKTS:AKCCF), Aker Clean Hydrogen AS (FRA:52N), Aker Solutions ASA (ADR) (OTCMKTS:AKRYY), IAC/InterActiveCorp (NASDAQ:IAC), Match Group (NASDAQ:MTCH), Vimeo Inc. (NASDAQ:VMEO), MGM Resorts International (NYSE:MGM), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Live Nation Entertainment, Inc. (NYSE:LYV), Angi Inc. (NASDAQ:ANGI), ZIM Integrated Shipping Services Ltd. (NYSE:ZIM), BP p.l.c. (NYSE:BP), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Dominion Energy, Inc. (NYSE:D), Eagle Bancorp Montana, Inc. (NASDAQ:EBMT), KB Home (NYSE:KBH), Horizon Therapeutics PLC (NASDAQ:HZNP), QUALCOMM Incorporated (NASDAQ:QCOM), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Globalfoundries Inc. (NASDAQ:GFS), Crown Holdings, Inc. (NYSE:CCK), Ball Corporation (NYSE:BALL), Costco Wholesale Corporation (NASDAQ:COST), Monster Beverage Corporation (NASDAQ:MNST), UnitedHealth Group Incorporated (NYSE:UNH), Marsh & McLennan Companies, Inc. (NYSE:MMC), Aon plc (NYSE:AON), The Travelers Companies, Inc. (NYSE:TRV), American International Group, Inc. (NYSE:AIG), Aflac Incorporated (NYSE:AFL), Elevance Health Inc. (NYSE:ELV), CVS Health Corporation (NYSE:CVS), Cigna Corporation (NYSE:CI), Parker-Hannifin Corporation (NYSE:PH), Gates Industrial Corp PLC (NYSE:GTES), Sherwin-Williams Company (The) (NYSE:SHW), Lowe's Companies, Inc. (NYSE:LOW), FirstService Corp (NASDAQ:FSV), Restoration Hardware Holdings Inc. (NYSE:RH), Kroger Company (The) (NYSE:KR), Mondelez International, Inc. (NASDAQ:MDLZ), APA Corporation (NASDAQ:APA), Warner Bros. Discovery Inc. (NASDAQ:WBD), Fortune Brands Home & Security, Inc. (NYSE:FBHS), Masco Corporation (NYSE:MAS), Humana Inc. (NYSE:HUM), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), HCA Healthcare (NYSE:HCA), Ally Financial Inc. (NYSE:ALLY), Capital One Financial Corporation (NYSE:COF), First Citizens BancShares, Inc. (NASDAQ:FCNCA), Oracle Corporation (NYSE:ORCL)
