Companies covered: Boeing Company (The) (NYSE:BA), RTX Corp. (Raytheon) (NYSE:RTX), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), Juniper Networks, Inc. (NYSE:JNPR), Ciena Corporation (NYSE:CIEN), Arista Networks, Inc. (NYSE:ANET), Zoom Video Communications (NASDAQ:ZM), Ringcentral, Inc. (NYSE:RNG), Twilio Inc (NYSE:TWLO), ViaSat, Inc. (NASDAQ:VSAT), Planet Labs PBC (NYSE:PL), Apple Inc. (NASDAQ:AAPL), T-Mobile US, Inc. (NASDAQ:TMUS), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), AST SpaceMobile, Inc. (NASDAQ:ASTS), Iridium Communications Inc (NASDAQ:IRDM), SES SA (OTCMKTS:SGBAF), Eutelsat Communications SA (OTCMKTS:ETCMY), Globalstar, Inc. (NYSEAMERICAN:GSAT), JSC National Atomic Company Kazatomprom (OTCMKTS:NATKY), Cameco Corporation (NYSE:CCJ), NexGen Energy Ltd. (NYSE:NXE), Agnico Eagle Mines Limited (NYSE:AEM), Wheaton Precious Metals Corp. (NYSE:WPM), Capstone Copper Corp. (OTCMKTS:CSCCF), Foran Mining Corp. (OTCMKTS:FMCXF), Rocket Lab USA Inc. (NASDAQ:RKLB), MDA Space Ltd. (OTCMKTS:MDALF), Avio SpA (BIT:AVIO), Virgin Galactic (NYSE:SPCE), Amaero International Ltd. (OTCMKTS:AMROF), C-Com Satellite Systems Inc. (OTCMKTS:CYSNF), Lumentum Holdings Inc (NASDAQ:LITE), Ondas Holdings Inc. (NASDAQ:ONDS), Siyata Mobile Inc. (NASDAQ:SYTA), Vislink Technologies Inc. (NASDAQ:VISL)
Companies covered: CRH PLC (NYSE:CRH), Construction Partners Inc. (NASDAQ:ROAD), Knife River Corp. (NYSE:KNF), MDU Resources Group, Inc. (NYSE:MDU), DuPont de Nemours Inc. (NYSE:DD), Ecolab Inc. (NYSE:ECL), Tesla Motors, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), FMC Corporation (NYSE:FMC), Bayer AG (ADR) (OTCMKTS:BAYRY), Nutrien Ltd. (NYSE:NTR), Corteva Inc. (NYSE:CTVA), Louisiana-Pacific Corporation (NYSE:LPX), Beacon Roofing Supply, Inc. (NASDAQ:BECN), West Fraser Timber Co. Ltd. (NYSE:WFG), Accsys Technologies PLC (OTCMKTS:ACSYF), Danimer Scientific, Inc. (NYSE:DNMR), ESGL Holdings Ltd. (NASDAQ:ESGL), Matrix Service Company (NASDAQ:MTRX), SenesTech Inc. (NASDAQ:SNES), Sterling Infrastructure, Inc. (NASDAQ:STRL)
Companies covered: Rivian Automotive Inc. (NASDAQ:RIVN), Tesla Motors, Inc. (NASDAQ:TSLA), Lucid Group Inc. (NASDAQ:LCID), Albemarle Corporation (NYSE:ALB), First Solar, Inc. (NASDAQ:FSLR), SunPower Corporation (NASDAQ:SPWR), Sunrun Inc. (NASDAQ:RUN), Fluence Energy Inc. (NASDAQ:FLNC), Bloom Energy Corp. (NYSE:BE), Itron, Inc. (NASDAQ:ITRI), Volkswagen AG (ADR) (OTCMKTS:VWAGY), MP Materials Corp. (NYSE:MP), QuantumScape Corporation (NYSE:QS), Wallbox N.V. (NYSE:WBX), Nextracker Inc. (NASDAQ:NXT), Sunnova Energy International (NYSE:NOVA), Entergy Corporation (NYSE:ETR), WEC Energy Group Inc (NYSE:WEC), Duke Energy Corporation (NYSE:DUK), GE Vernova Inc. (NYSE:GEV), Array Technologies Inc. (NASDAQ:ARRY), Shoals Technologies Group Inc. (NASDAQ:SHLS), Aris Water Solutions, Inc. (NYSE:ARIS), E3 Lithium Ltd. (OTCMKTS:EEMMF), Electrovaya Inc. (NASDAQ:ELVA), FuelCell Energy, Inc. (NASDAQ:FCEL), Nano One Materials Corp. (OTCMKTS:NNOMF), Plug Power, Inc. (NASDAQ:PLUG), REX American Resources Corporation (NYSE:REX)
Companies covered: Boeing Company (The) (NYSE:BA), RTX Corp. (Raytheon) (NYSE:RTX), Honeywell International Inc. (NYSE:HON), Caterpillar, Inc. (NYSE:CAT), United Airlines Holdings (NASDAQ:UAL), Alaska Air Group, Inc. (NYSE:ALK), Airbus SE (OTCMKTS:EADSY), American Airlines Group, Inc. (NASDAQ:AAL), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Huntington Ingalls Industries, Inc. (NYSE:HII), SES AI Corp. (NYSE:SES), Teledyne Technologies Incorporated (NYSE:TDY), Spire Global Inc. (NYSE:SPIR), Rocket Lab USA Inc. (NASDAQ:RKLB), Astra Space Inc. (NASDAQ:ASTR), Planet Labs PBC (NYSE:PL), BlackSky Technology Inc. (NYSE:BKSY), Seraphim Space Investment Trust plc (LON:SSIT), Aker Carbon Capture ASA (OTCMKTS:AKCCF), Astronics Corporation (NASDAQ:ATRO), Helios Technologies, Inc. (NYSE:HLIO), Ideal Power Inc. (NASDAQ:IPWR)
Companies covered: Consolidated Edison Inc (NYSE:ED), Entergy Corporation (NYSE:ETR), NiSource, Inc (NYSE:NI), Portland General Electric Company (NYSE:POR), PG&E Corporation (NYSE:PCG), Edison International (NYSE:EIX), Duke Energy Corporation (NYSE:DUK), WEC Energy Group Inc (NYSE:WEC), Southern Company (The) (NYSE:SO), IDACORP, Inc. (NYSE:IDA), CenterPoint Energy, Inc. (NYSE:CNP), NextEra Energy, Inc. (NYSE:NEE), Air Products and Chemicals, Inc. (NYSE:APD), Linde PLC (NYSE:LIN), Enphase Energy, Inc. (NASDAQ:ENPH), Bloom Energy Corp. (NYSE:BE), Energy Recovery, Inc. (NASDAQ:ERII), Emeren Group Ltd. (NYSE:SOL), Plug Power, Inc. (NASDAQ:PLUG), World Kinect Corporation (NYSE:WKC), Flux Power Holdings, Inc. (NASDAQ:FLUX), Lifezone Metals Ltd. (NYSE:LZM), Cadiz, Inc. (NASDAQ:CDZI), Consolidated Water Co. Ltd. (NASDAQ:CWCO), Global Water Resources Inc. (NASDAQ:GWRS)
