Companies covered: Berkshire Grey Inc. (NASDAQ:BGRY), Toyota Motor Corp Ltd Ord (NYSE:TM), Graco Inc. (NYSE:GGG), Kadant Inc (NYSE:KAI), Wabtec Air Brake Technologies Corp. (NYSE:WAB), General Motors Company (NYSE:GM), General Electric Company (NYSE:GE), SPX Corporation (NYSE:SPXC), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Kroger Company (The) (NYSE:KR), Honeywell International Inc. (NYSE:HON), Procter & Gamble Company (The) (NYSE:PG), Coca-Cola Company (The) (NYSE:KO), Woodward, Inc. (NASDAQ:WWD), Siemens AG (OTCMKTS:SIEGY), Amazon.com, Inc. (NASDAQ:AMZN), TJX Companies, Inc. (The) (NYSE:TJX), FedEx Corporation (NYSE:FDX), Deutsche Post AG ADR (OTCMKTS:DPSGY), United Parcel Service, Inc. (NYSE:UPS), TriMas Corporation (NASDAQ:TRS), RBC Bearings Incorporated (NYSE:RBC), Safran ADR (OTCMKTS:SAFRY), Mitsubishi Corp. (OTCMKTS:MSBHF), Graham Corporation (NYSE:GHM), Standex International Corporation (NYSE:SXI), Wrap Technologies, Inc. (NASDAQ:WRAP), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), RTX Corp. (Raytheon) (NYSE:RTX), Telos Corp. (NASDAQ:TLS)
Companies covered: Bank of Marin Bancorp (NASDAQ:BMRC), Preferred Bank (NASDAQ:PFBC), Chubb Corporation (The) (NYSE:CB), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), American International Group, Inc. (NYSE:AIG), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), Square Inc (NYSE:SQ), Aon plc (NYSE:AON), Willis Towers Watson PLC (NASDAQ:WLTW), Bank of Princeton (NASDAQ:BPRN), Civista Bancshares Inc. (NASDAQ:CIVB), Splunk Inc. (NASDAQ:SPLK), Palantir Technologies Inc. (NYSE:PLTR), Snowflake Inc. (NYSE:SNOW), Twilio Inc (NYSE:TWLO), Solarwinds, Inc. (NYSE:SWI), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Epic Corporation (OTCMKTS:EPOR), Cloudera Inc. (NYSE:CLDR), Open Lending Corp. (NASDAQ:LPRO), 1847 Goedeker Inc. (NYSEAMERICAN:GOED), Establishment Labs Holdings Inc. (NASDAQ:ESTA), Hyundai Motor Company GDR (OTCMKTS:HYMTF), General Motors Company (NYSE:GM), Honda Motor Company, Ltd. (NYSE:HMC), Toyota Motor Corp Ltd Ord (NYSE:TM), Ford Motor Company (NYSE:F), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Best Buy Co., Inc. (NYSE:BBY), AbbVie Inc. (NYSE:ABBV), Johnson & Johnson (NYSE:JNJ)
Companies covered: Victoria's Secret & Co. (NYSE:VSCO), Macy's Inc (NYSE:M), Peloton Interactive (NASDAQ:PTON), Amazon.com, Inc. (NASDAQ:AMZN), Five Below, Inc. (NASDAQ:FIVE), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), McDonald's Corporation (NYSE:MCD), Destination XL Group, Inc. (NASDAQ:DXLG), Citi Trends, Inc. (NASDAQ:CTRN), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Burlington Stores, Inc. (NYSE:BURL), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Skechers U.S.A., Inc. (NYSE:SKX), Ulta Beauty (NASDAQ:ULTA), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), LVMH Moet Hennessy Louis Vuitton SE (OTCMKTS:LVMHF), Urban Outfitters, Inc. (NASDAQ:URBN), Signet Jewelers Limited (NYSE:SIG), Gap, Inc. (The) (NYSE:GPS), Children's Place, Inc. (NASDAQ:PLCE), Wolverine World Wide, Inc. (NYSE:WWW), Stitch Fix (NASDAQ:SFIX)
Companies covered: Computer Age Management Services Ltd. (NSE:CAMS), Union Auction PCL Crop Non-Voting DR (OTCMKTS:UAPNF), KAR Auction Services, Inc (NYSE:KAR), Copart, Inc. (NASDAQ:CPRT), Taisun Enterprise Co., Ltd. (TPE:1218), Baltic Classifieds Group PLC (LON:BCG), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Credit Acceptance Corporation (NASDAQ:CACC), Carvana Co. (NYSE:CVNA), CarMax Inc (NYSE:KMX), Amazon.com, Inc. (NASDAQ:AMZN), Etsy Inc. (NASDAQ:ETSY), Triton International Ltd. (NYSE:TRTN), Big Lots, Inc. (NYSE:BIG), Mattel, Inc. (NASDAQ:MAT), Meritage Homes Corp. (NYSE:MTH), Ares Capital Corporation (NASDAQ:ARCC), Ares Management Corp. (NYSE:ARES), Hercules Capital Inc (NYSE:HTGC), Barings BDC (NYSE:BBDC), FS KKR Capital Corp. (NYSE:FSK), KKR & Co. L.P. (NYSE:KKR), PennantPark Investment Corporation (NASDAQ:PNNT), Saratoga Investment Corp (NYSE:SAR), Trinity Capital Inc. (NASDAQ:TRIN), SLR Investment Corp. (NASDAQ:SLRC), Owl Rock Capital Corp. (NYSE:ORCC), Oaktree Specialty Lending Corp. (NASDAQ:OCSL)
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)
