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)
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)
