Companies covered: Bunge Global SA (NYSE:BG), CF Industries Holdings, Inc. (NYSE:CF), Deere & Company (NYSE:DE), Vertiv Holdings Co. (NYSE:VRT), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Shoals Technologies Group Inc. (NASDAQ:SHLS), First Solar, Inc. (NASDAQ:FSLR), On Holding AG (NYSE:ONON), Alphabet Inc (NASDAQ:GOOG), JPMorgan Chase & Co. (NYSE:JPM), Bank Of New York Mellon Corporation (The) (NYSE:BNY), Microsoft Corporation (NASDAQ:MSFT), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Amazon.com, Inc. (NASDAQ:AMZN), Micron Technology, Inc. (NASDAQ:MU), CMS Energy Corporation (NYSE:CMS), Waste Management, Inc. (NYSE:WM), Coca-Cola Company (The) (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Boston Scientific Corporation (NYSE:BSX), CBRE Group, Inc. (NYSE:CBRE), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Amphenol Corporation (NYSE:APH), Intuit Inc. (NASDAQ:INTU), Oracle Corporation (NYSE:ORCL), Reinsurance Group of America, Incorporated (NYSE:RGA), Progressive Corporation (The) (NYSE:PGR), Intuitive Surgical, Inc. (NASDAQ:ISRG), Eaton Corporation, PLC (NYSE:ETN), Rockwell Automation, Inc. (NYSE:ROK), Steel Dynamics, Inc. (NASDAQ:STLD), Cummins Inc. (NYSE:CMI)
