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)
Companies covered: Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Liberty Oilfield Services (NYSE:LBRT), NexTier Oilfield Solutions (NYSE:NEX), Helmerich & Payne, Inc. (NYSE:HP), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), Transocean Ltd. (NYSE:RIG), Noble Corporation (NYSE:NE), Valaris PLC (OTCMKTS:VALPQ), TechnipFMC plc (NYSE:FTI), Oceaneering International, Inc. (NYSE:OII), Dril-Quip, Inc. (NYSE:DRQ), ChampionX Corp. (NASDAQ:CHX), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Shell PLC (NYSE:SHEL), BP p.l.c. (NYSE:BP), ConocoPhillips (NYSE:COP), EOG Resources, Inc. (NYSE:EOG), Pioneer Natural Resources Company (NYSE:PXD), Valero Energy Corporation (NYSE:VLO), Marathon Petroleum Corporation (NYSE:MPC), Phillips 66 (NYSE:PSX), Canadian Natural Resources Limited (NYSE:CNQ), TotalEnergies SE (NYSE:TTE), Apache Corporation (NASDAQ:APA), Geopark Ltd (NYSE:GPRK), PetroTal Corp. (OTCMKTS:PTALF), Arrow Exploration Corp. (OTCMKTS:CSTPF), Calima Energy Ltd. (OTCMKTS:CLMEF), Panoro Energy ASA (OTCMKTS:PESAF), Pharos Energy PLC (OTCMKTS:SOCLF), Vaalco Energy Inc (NYSE:EGY), Tethys Oil AB (OTCMKTS:TTHYF), Valeura Energy Inc. (OTCMKTS:PNWRF), Chariot Ltd. (OTCMKTS:OIGLF), Longboat Energy PLC (LON:LBE), Hartshead Resources NL (OTCMKTS:PGNYF), Zephyr Energy PLC (OTCMKTS:ZPHRF), Southern Energy Corp. (OTCMKTS:SOUTF), ADX Energy Limited (OTCMKTS:ADXRF), Tullow Oil ADR (OTCMKTS:TUWOY), Diamondback Energy, Inc. (NASDAQ:FANG), Hess Corporation (NYSE:HES), Enterprise Products Partners L.P. (NYSE:EPD), Ring Energy, Inc. (NYSEAMERICAN:REI), Northern Oil and Gas, Inc. (NYSE:NOG), Matador Resources Company (NYSE:MTDR), Opal Fuels Inc. (NASDAQ:OPAL)
Companies covered: NextEra Energy, Inc. (NYSE:NEE), Southern Company (The) (NYSE:SO), Entergy Corporation (NYSE:ETR), PG&E Corporation (NYSE:PCG), Edison International (NYSE:EIX), WEC Energy Group Inc (NYSE:WEC), Constellation Energy Corp. (NASDAQ:CEG), Exelon Corporation (NYSE:EXC), Consolidated Edison Inc (NYSE:ED), Duke Energy Corporation (NYSE:DUK), American Electric Power Company, Inc. (NYSE:AEP), Eversource Energy (NYSE:ES), NextEra Energy Partners, LP (NYSE:NEP), IDACORP, Inc. (NYSE:IDA), Ameren Corporation (NYSE:AEE), Xcel Energy Inc. (NYSE:XEL), Alliant Energy Corporation (NYSE:LNT), Public Service Enterprise Group Incorporated (NYSE:PEG), Cameco Corporation (NYSE:CCJ), Eos Energy Enterprises Inc. (NASDAQ:EOSE), Evergy Inc. (NASDAQ:EVRG), Enviva Inc. (NYSE:EVA), Bloom Energy Corp. (NYSE:BE), Plug Power, Inc. (NASDAQ:PLUG), American Superconductor Corporation (NASDAQ:AMSC)
Companies covered: Murphy Oil Corporation (NYSE:MUR), Chevron Corporation (NYSE:CVX), Merck & Company, Inc. (NYSE:MRK), United Therapeutics Corporation (NASDAQ:UTHR), National Fuel Gas Company (NYSE:NFG), MillerKnoll Inc. (NASDAQ:MLKN), UnitedHealth Group Incorporated (NYSE:UNH), Xerox Corporation (NYSE:XRX), Eastman Kodak Company (NYSE:KODK), AGNC Investment Corp. (NASDAQ:AGNC), The First Bancshares, Inc. (NASDAQ:FBMS), Provident Financial Services, Inc (NYSE:PFS), Lakeland Bancorp, Inc. (NASDAQ:LBAI), Nicolet Bankshares Inc. (NYSE:NIC), Equity BancShares Inc. (NASDAQ:EQBK)
Companies covered: Sprott Physical Uranium Trust (TSE:U.U), Yellow Cake PLC (OTCMKTS:YLLXF), Cameco Corporation (NYSE:CCJ), Ur-Energy Inc. (NYSEAMERICAN:URG), Freeport-McMoran, Inc. (NYSE:FCX), First Quantum Minerals Limited (OTCMKTS:FQVLF), BHP Group Ltd. (NYSE:BHP), Trilogy Metals (NYSEAMERICAN:TMQ), South32 Ltd. (ADR) (OTCMKTS:SOUHY), Millennial Lithium Corp. (OTCMKTS:MLNLF), Contemporary Amperex Technology Co. Ltd. (SHE:300750), Lithium Americas Corp. (NYSE:LAC), Noront Resources Ltd. (OTCMKTS:NOSOF), Suncor Energy Inc. (NYSE:SU), Birchcliff Energy Ltd. (OTCMKTS:BIREF), InPlay Oil Corp. (OTCMKTS:IPOOF), Spartan Delta Corp. (OTCMKTS:DALXF), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), PetroTal Corp. (OTCMKTS:PTALF), ConocoPhillips (NYSE:COP), Vermillion, Inc. (NASDAQ:VRML), MEG Energy Corp. (OTCMKTS:MEGEF), Geopark Ltd (NYSE:GPRK), Tamarack Valley Energy Ltd. (OTCMKTS:TNEYF), Parex Resources Inc. (OTCMKTS:PARXF), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Golar LNG Limited (NASDAQ:GLNG), Shell PLC (NYSE:SHEL), TotalEnergies SE (NYSE:TTE), Chart Industries, Inc. (NASDAQ:GTLS), Veru Inc. (NASDAQ:VERU), Arcturus Therapeutics Ltd. (NASDAQ:ARCT), Vaxart (NASDAQ:VXRT), NLS Pharmaceutics AG (NASDAQ:NLSP), Medicenna Therapeutics Corp. (NASDAQ:MDNA), Cyclacel Pharmaceuticals, Inc. (NASDAQ:CYCC), Dermata Therapeutics Inc. (NASDAQ:DRMA), Paypal Holdings Inc (NASDAQ:PYPL), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Walmart Inc. (NYSE:WMT), Coinbase Global Inc. (NASDAQ:COIN), Bakkt Holdings Inc. (NYSE:BKKT), Silvergate Capital Corp. (NYSE:SI), Signature Bank (NASDAQ:SBNY), Goldman Sachs Group, Inc. (The) (NYSE:GS), Simon Property Group, Inc. (NYSE:SPG), Mid-America Apartment Communities, Inc. (NYSE:MAA), Apartment Income REIT Corp. (NYSE:AIRC), Alexandria Real Estate Equities, Inc. (NYSE:ARE), WeWork Inc. (NYSE:WE), Phillips Edison & Co Inc. (NASDAQ:PECO), Welltower Inc (NYSE:WELL), Realty Income Corporation (NYSE:O), PS Business Parks, Inc. (NYSE:PSB), American Campus Communities Inc (NYSE:ACC), Kimco Realty Corporation (NYSE:KIM), Kite Realty Group Trust (NYSE:KRG), Medtronic, Inc. (NYSE:MDT), Baxter International Inc. (NYSE:BAX), Becton, Dickinson and Company (NYSE:BDX), Stryker Corporation (NYSE:SYK), Avantor Inc. (NYSE:AVTR), Edwards Lifesciences Corporation (NYSE:EW), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Abbott Laboratories (NYSE:ABT), Johnson & Johnson (NYSE:JNJ), Apollo Investment Corporation (NASDAQ:AINV), Ares Capital Corporation (NASDAQ:ARCC), Barings BDC (NYSE:BBDC), Blackstone Secured Lending Fund (NYSE:BXSL), FS KKR Capital Corp. (NYSE:FSK), Owl Rock Capital Corp. (NYSE:ORCC), PennantPark Investment Corporation (NASDAQ:PNNT), Saratoga Investment Corp (NYSE:SAR), Hercules Capital Inc (NYSE:HTGC), Horizon Technology Finance Corporation (NASDAQ:HRZN), Runway Growth Finance Corp. (NASDAQ:RWAY), Trinity Capital Inc. (NASDAQ:TRIN), TriplePoint Venture Growth BDC Corp. (NYSE:TPVG), Ares Management Corp. (NYSE:ARES), Lucid Group Inc. (NASDAQ:LCID), Marvell Technology Group Ltd. (NASDAQ:MRVL), Analog Devices, Inc. (NASDAQ:ADI), Silicon Laboratories, Inc. (NASDAQ:SLAB), MaxLinear, Inc (NYSE:MXL), Credo Technology Group Holding Ltd. (NASDAQ:CRDO), GFL Environmental Inc. (NYSE:GFL), Clean Harbors, Inc. (NYSE:CLH), Republic Services, Inc. (NYSE:RSG), Waste Connections, Inc. (NYSE:WCN), Casella Waste Systems, Inc. (NASDAQ:CWST), Waste Management, Inc. (NYSE:WM), Harsco Corporation (NYSE:HSC), Rentokil Initial plc (OTCMKTS:RTOKY), Terminix Global Holdings Inc. (NYSE:TMX), Karat Packaging Inc. (NASDAQ:KRT), Hillman Solutions Corp. (NASDAQ:HLMN), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Tractor Supply Company (NASDAQ:TSCO), LKQ Corporation (NASDAQ:LKQ), Gilead Sciences, Inc. (NASDAQ:GILD), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Gain Therapeutics Inc. (NASDAQ:GANX), Astria Therapeutics Inc. (NASDAQ:ATXS), Viracta Therapeutics Inc. (NASDAQ:VIRX), Oncternal Therapeutics, Inc. (NASDAQ:ONCT), United Therapeutics Corporation (NASDAQ:UTHR), Sarepta Therapeutics, Inc. (NASDAQ:SRPT), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), Boeing Company (The) (NYSE:BA), Hexcel Corporation (NYSE:HXL), ATI Inc. (NYSE:ATI), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Triumph Group, Inc. (NYSE:TGI), Textron Inc. (NYSE:TXT), JetBlue Airways Corporation (NASDAQ:JBLU), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Bombardier Inc (OTCMKTS:BDRBF), L3Harris Technologies Inc. (NYSE:LHX), Uber Technologies (NYSE:UBER), Lyft (NASDAQ:LYFT), DoorDash Inc. (NYSE:DASH), eBay Inc. (NASDAQ:EBAY), Etsy Inc. (NASDAQ:ETSY), Wayfair Inc. (NYSE:W), Zillow, Inc. (NASDAQ:Z), Amazon.com, Inc. (NASDAQ:AMZN), Target Corporation (NYSE:TGT), Carvana Co. (NYSE:CVNA), Chewy (NYSE:CHWY), Boston Scientific Corporation (NYSE:BSX), Masimo Corporation (NASDAQ:MASI), Inspire Medical Systems (NYSE:INSP), Agnico Eagle Mines Limited (NYSE:AEM), K92 Mining Inc. (OTCMKTS:KNTNF), Newmont Corporation (NYSE:NEM)
