Companies covered: SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Ryan Specialty Holdings Inc. (NYSE:RYAN), Aon plc (NYSE:AON), FactSet Research Systems Inc. (NYSE:FDS), Figma, Inc. (NYSE:FIG), Abercrombie & Fitch Company (NYSE:ANF), Twin Disc, Incorporated (NASDAQ:TWIN), Applied Optoelectronics, Inc. (NASDAQ:AAOI), NWPX Infrastructure Inc. (NASDAQ:NWPX), Elevance Health Inc. (NYSE:ELV), Centene Corporation (NYSE:CNC), Molina Healthcare Inc (NYSE:MOH), Ternium S.A. (NYSE:TX), First Acceptance Corporation (OTCMKTS: FACO), Friedman Industries Inc. (NASDAQ:FRD), Ethan Allen Interiors Inc. (NYSE:ETD), SEACOR Marine Holdings Inc. (NYSE:SMHI), AerSale Corp. (NASDAQ:ASLE), Green Brick Partners, Inc. (NASDAQ:GRBK), Benchmark Electronics, Inc. (NYSE:BHE), Diodes Incorporated (NASDAQ:DIOD), Omega Flex, Inc. (NASDAQ:OFLX), Culp, Inc. (NASDAQ:CULP), Ingles Markets, Incorporated (NASDAQ:IMKTA), Hope Bancorp, Inc. (NASDAQ:HOPE), IMCD Group BV (AMS:IMCD), Silergy Corp. (TPE:6415), X-Fab Silicon Foundries SE (OTCMKTS:XFABF), Littelfuse, Inc. (NASDAQ:LFUS), Elmos Semiconductor SE (OTCMKTS:ELTTF), Melexis NV ADR (OTCMKTS:MLXSY), Lennar Corporation (NYSE:LEN), Millrose Properties, Inc. (NYSE:MRP), KKR & Co Inc. (NYSE:KKR), Equifax, Inc. (NYSE:EFX), Cigna Corporation (NYSE:CI), SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), CME Group Inc. (NASDAQ:CME), Solventum Corporation (NYSE:SOLV), Phillips 66 (NYSE:PSX), ConocoPhillips (NYSE:COP), Chevron Corporation (NYSE:CVX), NetApp, Inc. (NASDAQ:NTAP), Cisco Systems, Inc. (NASDAQ:CSCO), Texas Instruments Incorporated (NASDAQ:TXN), Kontoor Brands Inc. (NYSE:KTB), Nike, Inc. (NYSE:NKE), IBM (International Business Machines Corp.) (NYSE:IBM), Graphic Packaging Holding Company (NYSE:GPK), Healthcare Realty Trust Incorporated (NYSE:HR), 3M Company (NYSE:MMM), Automatic Data Processing, Inc. (NASDAQ:ADP), Koninklijke Philips N.V. (NYSE:PHG), Whirlpool Corporation (NYSE:WHR), Micron Technology, Inc. (NASDAQ:MU), Seagate Technology. (NASDAQ:STX), Intel Corporation (NASDAQ:INTC), Lowe's Companies, Inc. (NYSE:LOW), Dicks Sporting Goods Inc. (NYSE:DKS), NRG Energy, Inc. (NYSE:NRG), Meta Platforms Inc. (NASDAQ:META), Intuit Inc. (NASDAQ:INTU), Bank OZK (formerly Bank of the Ozarks) (NASDAQ:OZK), Truist Financial Corp. (NYSE:TFC), U.S. Bancorp (NYSE:USB), Capital One Financial Corporation (NYSE:COF), Abbott Laboratories (NYSE:ABT), Walt Disney Company (The) (NYSE:DIS), Omnicom Group Inc. (NYSE:OMC), Medtronic, Inc. (NYSE:MDT), Pfizer, Inc. (NYSE:PFE), United Parcel Service, Inc. (NYSE:UPS), Hewlett Packard Enterprise Co (NYSE:HPE), Gen Digital Inc. (NASDAQ:GEN)
