Companies covered: Simon Property Group, Inc. (NYSE:SPG), Macerich Company (The) (NYSE:MAC), Brookfield Corp. (NYSE:BN), Unibail-Rodamco-Westfield SE (OTCMKTS:UNBLF), Tanger Factory Outlet Centers, Inc. (NYSE:SKT), Urban Edge Properties (NYSE:UE), Pebblebrook Hotel Trust (NYSE:PEB), Park Hotels & Resorts Inc. (NYSE:PK), RLJ Lodging Trust (NYSE:RLJ), Federal Realty Investment Trust (NYSE:FRT), Acadia Realty Trust (NYSE:AKR), Kite Realty Group Trust (NYSE:KRG), Brixmor Property Group Inc. (NYSE:BRX), Douglas Emmett, Inc. (NYSE:DEI), Vornado Realty Trust (NYSE:VNO), Mid-America Apartment Communities, Inc. (NYSE:MAA), Howard Hughes Corporation (The) (NYSE:HHC), BSR Real Estate Investment Trust (OTCMKTS:BSRTF), CTO Realty Growth Inc. (NYSE:CTO), Alpine Income Property Trust Inc. (NYSE:PINE), Extra Space Storage Inc (NYSE:EXR), Life Storage (NYSE:LSI), Four Corners Property Trust (NYSE:FCPT), National Storage Affiliates Trust (NYSE:NSA), Offerpad Solutions Inc. (NYSE:OPAD), Phillips Edison & Co Inc. (NASDAQ:PECO), SmartRent, Inc. (NYSE:SMRT)
Companies covered: IVERIC bio Inc. (NASDAQ:ISEE), Disc Medicine Inc. (NASDAQ:IRON), Nuvalent Inc. (NASDAQ:NUVL), Apellis Pharmaceuticals Inc. (NASDAQ:APLS), Amgen Inc. (NASDAQ:AMGN), Horizon Therapeutics PLC (NASDAQ:HZNP), Ipsen ADR (OTCMKTS:IPSEY), Sun Pharmaceutical Industries Limited (NSE:SUNPHARMA), BioNTech SE (ADR) (NASDAQ:BNTX), Theseus Pharmaceuticals Inc. (NASDAQ:THRX), Mersana Therapeutics Inc. (NASDAQ:MRSN), Argenx SE (ADR) (NASDAQ:ARGX), Genmab A/S - ADR (NASDAQ:GMAB), Janux Therapeutics Inc. (NASDAQ:JANX)), Johnson & Johnson (NYSE:JNJ), AbbVie Inc. (NYSE:ABBV), Seagen Inc. (NASDAQ:SGEN), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Chinook Therapeutics Inc. (NASDAQ:KDNY), Pfizer, Inc. (NYSE:PFE), Lisata Therapeutics Inc. (NASDAQ:LSTA), Omeros Corporation (NASDAQ:OMER), Cidara Therapeutics Inc. (NASDAQ:CDTX), Gilead Sciences, Inc. (NASDAQ:GILD), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), United Therapeutics Corporation (NASDAQ:UTHR), Astria Therapeutics Inc. (NASDAQ:ATXS), Biomea Fusion Inc. (NASDAQ:BMEA), Sarepta Therapeutics, Inc. (NASDAQ:SRPT), Merck & Company, Inc. (NYSE:MRK), Abivax (OTCMKTS:AAVXF), EyePoint Pharmaceuticals Inc. (NASDAQ:EYPT), GeoVax Labs, Inc. (NASDAQ:GOVX), Organovo Holdings, Inc. (NASDAQ:ONVO), Telesis Bio Inc. (NASDAQ:TBIO), Codex DNA, Inc. (NASDAQ:DNAY), TRACON Pharmaceuticals, Inc. (NASDAQ:TCON)
Companies covered: Boeing Company (The) (NYSE:BA), Lockheed Martin Corporation (NYSE:LMT), ATI Inc. (NYSE:ATI), Hexcel Corporation (NYSE:HXL), Airbus SE (OTCMKTS:EADSY), General Electric Company (NYSE:GE), RTX Corp. (Raytheon) (NYSE:RTX), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Curtiss-Wright Corporation (NYSE:CW), Berkshire Hathaway Inc. (NYSE:BRK/A), Toho Titanium Company Limited (OTCMKTS:TTNNF), Northrop Grumman Corporation (NYSE:NOC), Rolls-Royce Holding PLC (OTCMKTS:RYCEY), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Ingersoll-Rand plc (Ireland) (NYSE:IR), RBC Bearings Incorporated (NYSE:RBC), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), ABB Ltd. (OTCMKTS:ABBNY), Rockwell Automation, Inc. (NYSE:ROK), Kadant Inc (NYSE:KAI), Standex International Corporation (NYSE:SXI), Enel S.p.A. ADS (OTCMKTS:ENLAY), Edison International (NYSE:EIX), 3M Company (NYSE:MMM), Emerson Electric Company (NYSE:EMR), Aspen Technology, Inc. (NASDAQ:AZPN), Honeywell International Inc. (NYSE:HON), Safran ADR (OTCMKTS:SAFRY), Graco Inc. (NYSE:GGG), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Volkswagen AG (ADR) (OTCMKTS:VWAGY), Otis Worldwide Corp. (NYSE:OTIS), Siemens AG (OTCMKTS:SIEGY), Columbus McKinnon Corporation (NASDAQ:CMCO), Eos Energy Enterprises Inc. (NASDAQ:EOSE), Matthews International Corporation (NASDAQ:MATW), Wrap Technologies, Inc. (NASDAQ:WRAP)
Companies covered: Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), U.S. Bancorp (NYSE:USB), ConocoPhillips (NYSE:COP), EOG Resources, Inc. (NYSE:EOG), Air Products and Chemicals, Inc. (NYSE:APD), Northrop Grumman Corporation (NYSE:NOC), RTX Corp. (Raytheon) (NYSE:RTX), Honeywell International Inc. (NYSE:HON), Deere & Company (NYSE:DE), Stanley Black & Decker, Inc. (NYSE:SWK), Fortune Brands Innovations Inc. (NYSE:FBIN), Lockheed Martin Corporation (NYSE:LMT), McDonald's Corporation (NYSE:MCD), JPMorgan Chase & Co. (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Dollar General Corporation (NYSE:DG), Parker-Hannifin Corporation (NYSE:PH), Nike, Inc. (NYSE:NKE), Home Depot, Inc. (The) (NYSE:HD), Chevron Corporation (NYSE:CVX), Starbucks Corporation (NASDAQ:SBUX), VF Corp (NYSE:VFC), Wells Fargo & Company (NYSE:WFC), Bath & Body Works Inc. (NYSE:BBWI), Victoria’s Secret & Co. (NYSE:VSCO), Diamondback Energy, Inc. (NASDAQ:FANG), AbbVie Inc. (NYSE:ABBV), QUALCOMM Incorporated (NASDAQ:QCOM), Apple Inc. (NASDAQ:AAPL), NRG Energy, Inc. (NYSE:NRG), Vivint Smart Home Inc. (NYSE:VVNT), Eaton Corporation, PLC (NYSE:ETN), Snap-On Incorporated (NYSE:SNA), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), AstraZeneca PLC (NASDAQ:AZN), BP p.l.c. (NYSE:BP), Broadcom Ltd (NASDAQ:AVGO), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Thermo Fisher Scientific Inc (NYSE:TMO), Exxon Mobil Corporation (NYSE:XOM), American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International (NYSE:CCI), SBA Communications Corporation (NASDAQ:SBAC), Analog Devices, Inc. (NASDAQ:ADI), Lincoln Electric Holdings, Inc. (NASDAQ:LECO), Procter & Gamble Company (The) (NYSE:PG), AT&T Inc. (NYSE:T), Warner Bros. Discovery Inc. (NASDAQ:WBD), Comcast Corporation (NASDAQ:CMCSA), NXP Semiconductors N.V. (NASDAQ:NXPI), Intel Corporation (NASDAQ:INTC), Albertsons Companies Inc. (NYSE:ACI), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Texas Instruments Incorporated (NASDAQ:TXN), TE Connectivity Ltd. (NYSE:TEL), Lear Corporation (NYSE:LEA), Aptiv PLC (NYSE:APTV), Medtronic, Inc. (NYSE:MDT), Philip Morris International Inc (NYSE:PM)
Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Diamond Offshore Drilling Inc. (NYSE:DO), Helix Energy Solutions Group, Inc. (NYSE:HLX), Dril-Quip, Inc. (NYSE:DRQ), Taseko Mines Ltd. (NYSEAMERICAN:TGB), Universal Technical Institute Inc (NYSE:UTI), Powell Industries, Inc. (NASDAQ:POWL), Tejon Ranch Co (NYSE:TRC), XOMA Corporation (NASDAQ:XOMA), Insulet Corporation (NASDAQ:PODD), Kinsale Capital Group Inc. (NASDAQ:KNSL), Zoom Video Communications (NASDAQ:ZM), Peloton Interactive (NASDAQ:PTON), Five Below, Inc. (NASDAQ:FIVE), Pool Corporation (NASDAQ:POOL), Heico Corporation (NYSE:HEI), Essent Group Ltd. (NYSE:ESNT), PTC Inc. (NASDAQ:PTC), Brookfield Renewable Partners LP (NYSE:BEP), Novo Nordisk A/S (NYSE:NVO), Adyen NV (OTCMKTS:ADYYF), Bank Rakyat Indonesia ADR (OTCMKTS:BKRKY), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), Berkshire Hathaway Inc. (NYSE:BRK/A)