Companies covered: Shopify (NYSE:SHOP), Facebook, Inc. (NASDAQ:FB), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Paramount Group, Inc. (NYSE:PGRE), Netflix, Inc. (NASDAQ:NFLX), ServiceNow, Inc. (NYSE:NOW), Pool Corporation (NASDAQ:POOL), SiteOne Landscape Supply (NYSE:SITE), Paycom Software, Inc. (NYSE:PAYC), Paylocity Holding Corporation (NASDAQ:PCTY), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Beyond Meat Inc. (NASDAQ:BYND), Pinterest Inc. (NYSE:PINS), NARI Technology Development Co., Ltd. (SHA:600406), Varun Beverages Ltd. (NSE:VBL), Airtac International Group (TPE:1590), Anglo American plc Unsponsored ADR (OTCMKTS:NGLOY), Pepsico, Inc. (NASDAQ:PEP)
Companies covered: Goldman Sachs Group, Inc. (The) (NYSE:GS), Bank of America Corporation (NYSE:BAC), JPMorgan Chase & Co. (NYSE:JPM), Truist Financial Corp. (NYSE:TFC), Cadence Bancorp. (NYSE:CADE), Fifth Third Bancorp (NASDAQ:FITB), Ameris Bancorp (NASDAQ:ABCB), BancorpSouth, Inc. (NYSE:BXS), New York Community Bancorp, Inc. (NYSE:NYCB), Flagstar Bancorp, Inc. (NYSE:FBC), Ally Financial Inc. (NYSE:ALLY), Huntington Bancshares Incorporated (NASDAQ:HBAN), Customers Bancorp, Inc (NYSE:CUBI), Axos Financial, Inc. (NYSE:AX), Dime Community Bancshares, Inc. (NASDAQ:DCOM)
Companies covered: Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Dick's Sporting Goods Inc (NYSE:DKS), Eagle Materials Inc (NYSE:EXP), U.S. Concrete (NASDAQ:USCR), Martin Marietta Materials, Inc. (NYSE:MLM), Vulcan Materials Company (NYSE:VMC), Brinker International, Inc. (NYSE:EAT), NCR Corporation (NYSE:NCR), Nordstrom, Inc. (NYSE:JWN), Summit Materials Inc. (NYSE:SUM), Cleveland-Cliffs Inc. (NYSE:CLF), Zoom Video Communications (NASDAQ:ZM), Bank of America Corporation (NYSE:BAC), EOG Resources, Inc. (NYSE:EOG), Berkshire Hathaway Inc. (NYSE:BRK/A), Honeywell International Inc. (NYSE:HON), Fortive Corp (NYSE:FTV), Aptiv PLC (NYSE:APTV), Altra Industrial Motion Corp. (NASDAQ:AIMC), Danaher Corporation (NYSE:DHR)
Companies covered: McCormick & Company, Incorporated (NYSE:MKC), Zillow Group (NASDAQ:ZG), Redfin Corp (NASDAQ:RDFN), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Paypal Holdings Inc (NASDAQ:PYPL), Vail Resorts, Inc. (NYSE:MTN), Alphabet Inc (NASDAQ:GOOG), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), Transdigm Group Incorporated (NYSE:TDG), Coinbase Global Inc. (NASDAQ:COIN), Chewy (NYSE:CHWY), Resideo Technologies Inc. (NYSE:REZI), Carvana Co. (NYSE:CVNA), Regal Beloit Corporation (NYSE:RBC), Honeywell International Inc. (NYSE:HON), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Netflix, Inc. (NASDAQ:NFLX), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Moderna (NASDAQ:MRNA), Pfizer, Inc. (NYSE:PFE), Gamestop Corporation (NYSE:GME), AMC Entertainment Holdings, Inc. (NYSE:AMC)
Companies covered: Tesla Motors, Inc. (NASDAQ:TSLA), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), NextEra Energy, Inc. (NYSE:NEE), The AES Corporation (NYSE:AES), Silvercrest Asset Management Group Inc. (NASDAQ:SAMG), Hywin Holdings Ltd – ADR (NASDAQ:HYW), Movado Group Inc. (NYSE:MOV), Compagnie Financiere Richemont SA (OTCMKTS:CFRHF), Kering SA (OTCMKTS:PPRUF), United Bancorp, Inc. (NASDAQ:UBCP), Sun Hung Kai & Co. Limited (HKG:0086), Leoch International Technology Ltd. (HKG:0842), LVMH Moet Hennessy Louis Vuitton SE (OTCMKTS:LVMHF), Walt Disney Company (The) (NYSE:DIS), Snowflake Inc. (NYSE:SNOW), Amazon.com, Inc. (NASDAQ:AMZN), Target Corporation (NYSE:TGT), American Express Company (NYSE:AXP), Costco Wholesale Corporation (NASDAQ:COST), Merck & Company, Inc. (NYSE:MRK), Amgen Inc. (NASDAQ:AMGN), Pfizer, Inc. (NYSE:PFE), Continental Resources, Inc. (NYSE:CLR), Macerich Company (The) (NYSE:MAC), Simon Property Group, Inc. (NYSE:SPG), Lennar Corporation (NYSE:LEN), NVR, Inc. (NYSE:NVR), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Carter's, Inc. (NYSE:CRI), Chipotle Mexican Grill, Inc. (NYSE:CMG), Uber Technologies (NYSE:UBER), Allstate Corporation (The) (NYSE:ALL), Progressive Corporation (The) (NYSE:PGR), Home Depot, Inc. (The) (NYSE:HD), Bank of America Corporation (NYSE:BAC), JPMorgan Chase & Co. (NYSE:JPM), D.R. Horton, Inc. (NYSE:DHI), Liberty All-Star Growth Fund, Inc. (NYSE:ASG), Liberty All-Star Equity Fund (NYSE:USA), Sprott Physical Gold and Silver Trust (NYSEARCA:CEF), Visa Inc. (NYSE:V), Facebook, Inc. (NASDAQ:FB), Microsoft Corporation (NASDAQ:MSFT), Cognex Corporation (NASDAQ:CGNX), Littelfuse, Inc. (NASDAQ:LFUS), Gamestop Corporation (NYSE:GME), AMC Entertainment Holdings, Inc. (NYSE:AMC)
