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)
