Companies covered: AutoZone, Inc. (NYSE:AZO), O’Reilly Automotive Inc. (NASDAQ:ORLY), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Williams-Sonoma, Inc. (NYSE:WSM), Wayfair Inc. (NYSE:W), Tempur Sealy International, Inc. (NYSE:TPX), CarMax Inc (NYSE:KMX), Carvana Co. (NYSE:CVNA), Chewy (NYSE:CHWY), Dicks Sporting Goods Inc. (NYSE:DKS), Arhaus Inc. (NASDAQ:ARHS), The Goodyear Tire & Rubber Company (NASDAQ:GT), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), Etsy Inc. (NASDAQ:ETSY), PDD Holdings Inc. – ADR (NASDAQ:PDD), Advance Auto Parts Inc (NYSE:AAP), Sleep Number Corp. (NASDAQ:SNBR), Ulta Beauty (NASDAQ:ULTA), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Nordstrom, Inc. (NYSE:JWN), VF Corp (NYSE:VFC), Hanesbrands Inc. (NYSE:HBI), Under Armour, Inc. (NYSE:UA), adidas AG (OTCMKTS:ADDYY), Ralph Lauren Corporation (NYSE:RL), Amazon.com, Inc. (NASDAQ:AMZN), Beyond Inc. (NYSE:BYON), Lovesac Co. (NASDAQ:LOVE), GigaCloud Technology Inc. (NASDAQ:GCT), Vivid Seats Inc. (NASDAQ:SEAT), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Roku Inc. (NASDAQ:ROKU), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), NVIDIA Corporation (NASDAQ:NVDA), Birkenstock Holding PLC (NYSE:BIRK), Wolverine World Wide, Inc. (NYSE:WWW), Skechers U.S.A., Inc. (NYSE:SKX), Steven Madden, Ltd. (NASDAQ:SHOO), Canada Goose Holdings (NYSE:GOOS), Foot Locker, Inc. (NYSE:FL), Shoe Carnival, Inc. (NASDAQ:SCVL), Boot Barn Holdings, Inc. (NYSE:BOOT), Deckers Outdoor Corporation (NYSE:DECK), On Holding AG (NYSE:ONON), Crocs, Inc. (NASDAQ:CROX), Designer Brands Inc. (NYSE:DBI), JD Sports Fashion ADR (OTCMKTS:JDSPY), Moncler SpA (OTCMKTS:MONRF), Destination XL Group, Inc. (NASDAQ:DXLG)
Companies covered: nVent Electric PLC (NYSE:NVT), Darling Ingredients Inc. (NYSE:DAR), Valero Energy Corporation (NYSE:VLO), Nucor Corporation (NYSE:NUE), Kinder Morgan, Inc. (NYSE:KMI), Carrier Global Corp. (NYSE:CARR), AbbVie Inc. (NYSE:ABBV), Interface, Inc. (NASDAQ:TILE), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Nexans SA (OTCMKTS:NXPRF), Rockwell Automation, Inc. (NYSE:ROK), Perrigo Company (NYSE:PRGO), Tesla Motors, Inc. (NASDAQ:TSLA), Rivian Automotive Inc. (NASDAQ:RIVN), Enovix Corporation (NASDAQ:ENVX), TJX Companies, Inc. (The) (NYSE:TJX), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), MercadoLibre, Inc. (NASDAQ:MELI), Amazon.com, Inc. (NASDAQ:AMZN), Clearway Energy Inc. (NYSE:CWEN), Constellation Energy Corp. (NASDAQ:CEG), Atlantica Sustainable Infrastructure PLC (NASDAQ:AY), NextEra Energy Partners, LP (NYSE:NEP), NextEra Energy, Inc. (NYSE:NEE), Talen Energy Corp. (NASDAQ:TLN), Brookfield Renewable Corp. (NYSE:BEPC), Oracle Corporation (NYSE:ORCL), Micron Technology, Inc. (NASDAQ:MU), Progressive Corporation (The) (NYSE:PGR)
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: W.R. Berkley Corporation (NYSE:WRB), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), American International Group, Inc. (NYSE:AIG), Markel Corporation (NYSE:MKL), Progressive Corporation (The) (NYSE:PGR), Berkshire Hathaway Inc. (NYSE:BRK/A), American Financial Group, Inc. (NYSE:AFG), The Hanover Insurance Group, Inc. (NYSE:THG), AMERISAFE, Inc. (NASDAQ:AMSF), Employers Holdings Inc (NYSE:EIG), The Travelers Companies, Inc. (NYSE:TRV), Chubb Corporation (The) (NYSE:CB), Allstate Corporation (The) (NYSE:ALL), Cincinnati Financial Corporation (NASDAQ:CINF), Everest Group Ltd. (NYSE:EG), Willis Towers Watson PLC (NASDAQ:WTW), Ares Capital Corporation (NASDAQ:ARCC), Golub Capital BDC, Inc. (NASDAQ:GBDC), Crescent Capital BDC Inc. (NASDAQ:CCAP), Blue Owl Capital Corporation III (NYSE:OBDE), Blue Owl Capital Corp. (NYSE:OBDC), Sixth Street Specialty Lending Inc. (NYSE:TSLX), CaliberCos Inc. (NASDAQ:CWD), Citizens, Inc. (NYSE:CIA), Kemper Corporation (NYSE:KMPR), Kinsale Capital Group Inc. (NASDAQ:KNSL)
