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)
Companies covered: Granite Construction Incorporated (NYSE:GVA), APi Group Corp. (NYSE:APG), Ferguson PLC (NYSE:FERG), Astec Industries, Inc. (NASDAQ:ASTE), Interface, Inc. (NASDAQ:TILE), Dow Inc. (NYSE:DOW), LyondellBasell Industries NV (NYSE:LYB), FMC Corporation (NYSE:FMC), Corteva Inc. (NYSE:CTVA), DuPont de Nemours Inc. (NYSE:DD), Qnity Electronics (NYSE:Q), Entegris, Inc. (NASDAQ:ENTG), Celanese Corporation (NYSE:CE), Westlake Chemical Corporation (NYSE:WLK), Olin Corporation (NYSE:OLN), Huntsman Corporation (NYSE:HUN), Element Solutions Inc. (NYSE:ESI), Solstice Advanced Materials, Inc. (NASDAQ:SOLS), Avient Corp. (NYSE:AVNT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), Axalta Coating Systems Ltd. (NYSE:AXTA), Bayer AG (ADR) (OTCMKTS:BAYRY), Linde PLC (NASDAQ:LIN), Air Products and Chemicals, Inc. (NYSE:APD), Tetra Tech, Inc. (NASDAQ:TTEK), CF Industries Holdings, Inc. (NYSE:CF), Akzo Nobel N.V. (OTCMKTS:AKZOY), Air Liquide S.A. (OTCMKTS:AIQUY), Lanxess AG (OTCMKTS:LNXSY), Clariant AG (OTCMKTS:CLZNF), Wacker Chemie AG (OTCMKTS:WKCMF), Solvay SA (OTCMKTS:SLVYY), Givaudan SA (OTCMKTS:GVDNY), DSM-Firmenich AG (OTCMKTS:DSMFF), Symrise AG (OTCMKTS:SYIEY), Novonesis A/S (OTCMKTS:NVZMY), Accsys Technologies PLC (OTCMKTS:ACSYF), Alto Ingredients Inc. (NASDAQ:ALTO), Anaergia Inc. (OTCMKTS:ANRGF), Casella Waste Systems, Inc. (NASDAQ:CWST), Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF), LanzaTech Global, Inc. (NASDAQ:LNZA), Latham Group, Inc. (NASDAQ:SWIM), Legence Corp. (NASDAQ:LGN), Trex Company, Inc. (NYSE:TREX)
Companies covered: Stride Inc. (NYSE:LRN), Shift4 Payments Inc. (NYSE:FOUR), Lantheus Holdings Inc. (NASDAQ:LNTH), CECO Environmental Corp. (NASDAQ:CECO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Waystar Holding Corp. (NASDAQ:WAY), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Teledyne Technologies Incorporated (NYSE:TDY), Vertex, Inc. (NASDAQ:VERX), Modine Manufacturing Company (NYSE:MOD), Generac Holdlings Inc. (NYSE:GNRC), Caterpillar, Inc. (NYSE:CAT), Cummins Inc. (NYSE:CMI), Murphy USA Inc. (NYSE:MUSA), Extreme Networks, Inc. (NASDAQ:EXTR), Cisco Systems, Inc. (NASDAQ:CSCO), Hewlett Packard Enterprise Co (NYSE:HPE), Oshkosh Corporation (NYSE:OSK), Live Oak Bancshares Inc (NASDAQ:LOB), Snowflake Inc. (NYSE:SNOW), Teradata Corporation (NYSE:TDC), Oracle Corporation (NYSE:ORCL), Curtiss-Wright Corporation (NYSE:CW), Carpenter Technology Corporation (NYSE:CRS), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Evercore Partners Inc (NYSE:EVR), CBRE Group, Inc. (NYSE:CBRE), Rockwell Automation, Inc. (NYSE:ROK), Robinhood Markets Inc. (NASDAQ:HOOD), SanDisk Corporation (NASDAQ:SNDK), KLA-Tencor Corporation (NASDAQ:KLAC), Teradyne, Inc. (NYSE:TER), Lam Research Corporation (NASDAQ:LRCX), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Guidewire Software, Inc. (NYSE:GWRE), CMS Energy Corporation (NYSE:CMS), Brookfield Renewable Corp. (NYSE:BEPC), Realty Income Corporation (NYSE:O), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Navitas Semiconductor Corp. (NASDAQ:NVTS), BWX Technologies, Inc. (NYSE:BWXT), Oklo Inc. (NYSE:OKLO), Oceaneering International, Inc. (NYSE:OII), NVR, Inc. (NYSE:NVR), Carlisle Companies Incorporated (NYSE:CSL), Trimble Navigation Limited (NASDAQ:TRMB), Q2 Holdings, Inc. (NYSE:QTWO), West Pharmaceuticals Services Inc. (NYSE:WST), Solaris Energy Infrastructure (NYSE:SEI), Ascendis Pharma A/S (NASDAQ:ASND), Argenx SE (ADR) (NASDAQ:ARGX), West Pharmaceutical Services, Inc. (NYSE:WST), Guardant Health Inc. (NASDAQ:GH), Lattice Semiconductor Corporation (NASDAQ:LSCC), Entegris, Inc. (NASDAQ:ENTG), Comfort Systems USA, Inc. (NYSE:FIX), RBC Bearings Incorporated (NYSE:RBC), Woodward, Inc. (NASDAQ:WWD), Coherent, Inc. (NASDAQ:COHR), Viking Holdings Ltd. (NYSE:VIK), Spotify Technology SA (NYSE:SPOT), APi Group Corp. (NYSE:APG), Twist Bioscience Corp. (NASDAQ:TWST), Agilent Technologies, Inc. (NYSE:A), Keysight Technologies Inc. (NYSE:KEYS), Waste Connections, Inc. (NYSE:WCN), Rocket Companies Inc. (NYSE:RKT), Mettler-Toledo International, Inc. (NYSE:MTD), UL Solutions Inc. (NYSE:ULS), Veeva Systems Inc. (NYSE:VEEV), nVent Electric PLC (NYSE:NVT), Charles River Laboratories International, Inc. (NYSE:CRL), Avery Dennison Corporation (NYSE:AVY), UMB Financial Corporation (NASDAQ:UMBF)
Companies covered: Dollar General Corporation (NYSE:DG), Dollar Tree, Inc. (NASDAQ:DLTR), Five Below, Inc. (NASDAQ:FIVE), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), National Vision Holdings Inc. (NASDAQ:EYE), RH (NYSE:RH), Ethan Allen Interiors Inc. (NYSE:ETD), Floor & Decor Holdings Inc. (NYSE:FND), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Lovesac Co. (NASDAQ:LOVE), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), AMASS Brands, Inc. (NASDAQ:AMSS), Fossil Group, Inc. (NASDAQ:FOSL), JAKKS Pacific, Inc. (NASDAQ:JAKK), Allbirds Inc. (NASDAQ:BIRD), Alliance Entertainment Holding Corp. (NASDAQ:AENT), Affirm Holdings Inc. (NASDAQ:AFRM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Klarna Inc. (NASDAQ:KLAR), Dave Inc. (NASDAQ:DAVE), Chime Financial Inc. (NASDAQ:CHYM), Sezzle Inc. (NASDAQ:SEZL), PROG Holdings, Inc. (NYSE:PRG), Coinbase Global Inc. (NASDAQ:COIN), DeFi Technologies Inc. (NASDAQ:DEFT), Upstart Holdings Inc. (NASDAQ:UPST), Zip Co Limited (OTCMKTS:ZIZTF), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Costco Wholesale Corporation (NASDAQ:COST), Kroger Company (The) (NYSE:KR), Pepsico, Inc. (NASDAQ:PEP), Best Buy Co., Inc. (NYSE:BBY), BJ’s Wholesale Club Holdings Inc. (NYSE:BJ), AutoZone, Inc. (NYSE:AZO), Dicks Sporting Goods Inc. (NYSE:DKS), Carvana Co. (NYSE:CVNA), BRC Inc. (NYSE:BRCC), Mattel, Inc. (NASDAQ:MAT), Hasbro, Inc. (NASDAQ:HAS), Build-A-Bear Workshop, Inc. (NYSE:BBW), O’Reilly Automotive Inc. (NASDAQ:ORLY), Funko, Inc. (NASDAQ:FNKO), Ulta Beauty (NASDAQ:ULTA), Citi Trends, Inc. (NASDAQ:CTRN), American Express Company (NYSE:AXP), Synchrony Financial (NYSE:SYF), Paypal Holdings Inc (NASDAQ:PYPL), Fiserv, Inc. (NYSE:FISV), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:XYZ), Remitly Global Inc. (NASDAQ:RELY), Corpay Inc. (NYSE:CPAY), Flywire Corp. (NASDAQ:FLYW), Circle Internet Group Inc. (NYSE:CRCL), Bread Financial Holdings, Inc. (NYSE:BFH), Adyen NV (OTCMKTS:ADYYF), Adyen NV (ADR) (OTCMKTS:ADYEY), Expensify Inc. (NASDAQ:EXFY), Tradeweb Markets Inc. (NASDAQ:TW)
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)
