Companies covered: AMERIPRISE FINANCIAL SERVICES, INC. (NYSE:AMP), Expedia, Inc. (NASDAQ:EXPE), United Parcel Service, Inc. (NYSE:UPS), FedEx Corporation (NYSE:FDX), Genpact Limited (NYSE:G), Accenture plc. (NYSE:ACN), Capgemini SE (ADR) (OTCMKTS:CGEMY), Cable One Inc. (NYSE:CABO), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Patrick Industries, Inc. (NASDAQ:PATK), Urban Outfitters, Inc. (NASDAQ:URBN), Brinker International, Inc. (NYSE:EAT), Option Care Health Inc. (NASDAQ:OPCH), Insight Enterprises, Inc. (NASDAQ:NSIT), ePlus inc. (NASDAQ:PLUS), Skechers U.S.A., Inc. (NYSE:SKX), Foot Locker, Inc. (NYSE:FL), Apple Inc. (NASDAQ:AAPL), NVIDIA Corporation (NASDAQ:NVDA), IBM (International Business Machines Corp.) (NYSE:IBM), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), MYR Group, Inc. (NASDAQ:MYRG), Shell PLC (NYSE:SHEL), Chevron Corporation (NYSE:CVX), Lloyds Banking Group Plc (NYSE:LYG), Schlumberger N.V. (NYSE:SLB), Agnico Eagle Mines Limited (NYSE:AEM), Microsoft Corporation (NASDAQ:MSFT), Baidu, Inc. (NASDAQ:BIDU), Rush Enterprises, Inc. (NASDAQ:RUSHA), MasTec, Inc. (NYSE:MTZ), Broadcom Ltd (NASDAQ:AVGO), Amazon.com, Inc. (NASDAQ:AMZN), EZCORP, Inc. (NASDAQ:EZPW), Aviat Networks, Inc. (NASDAQ:AVNW), IMAX Corporation (NYSE:IMAX), Deere & Company (NYSE:DE), Cummins Inc. (NYSE:CMI), Brookfield Renewable Corp. (NYSE:BEPC), Micron Technology, Inc. (NASDAQ:MU), Western Digital Corporation (NASDAQ:WDC), Progressive Corporation (The) (NYSE:PGR), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), The Charles Schwab Corporation (NYSE:SCHW), CME Group Inc. (NASDAQ:CME), Haverty Furniture Companies, Inc. (NYSE:HVT), Hooker Furniture Corporation (NASDAQ:HOFT), Shyft Group Inc. (NASDAQ:SHYF), MasterBrand Inc. (NYSE:MBC), American Woodmark Corporation (NASDAQ:AMWD), Steelcase Inc. (NYSE:SCS), Advance Auto Parts Inc (NYSE:AAP), AutoZone, Inc. (NYSE:AZO), Genuine Parts Company (NYSE:GPC), O’Reilly Automotive Inc. (NASDAQ:ORLY), Concentrix Corp. (NASDAQ:CNXC), Teleperformance SE ADR (OTCMKTS:TLPFY), Axis Capital Holdings Limited (NYSE:AXS), AT&T Inc. (NYSE:T), American International Group, Inc. (NYSE:AIG)
