Companies covered: American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Allstate Corporation (The) (NYSE:ALL), Progressive Corporation (The) (NYSE:PGR), Tesla Motors, Inc. (NASDAQ:TSLA), Berkshire Hathaway Inc. (NYSE:BRK/A), Brown & Brown, Inc. (NYSE:BRO), Tiptree Inc. (NASDAQ:TIPT)
Companies covered: Simon Property Group, Inc. (NYSE:SPG), Macerich Company (The) (NYSE:MAC), Amazon.com, Inc. (NASDAQ:AMZN), Gap, Inc. (The) (NYSE:GPS), Brookfield Asset Management Inc (NYSE:BAM), Brookfield Property Partners LP (NASDAQ:BPY), AvalonBay Communities, Inc. (NYSE:AVB), Kimco Realty Corporation (NYSE:KIM), Weingarten Realty Investors (NYSE:WRI), Washington Prime Group (NYSE:WPG), Pennsylvania Real Estate Investment Trust (NYSE:PEI), Taylor Morrison Home Corporation (NYSE:TMHC), Federal Realty Investment Trust (NYSE:FRT), Regency Centers Corporation (NYSE:REG), Acadia Realty Trust (NYSE:AKR), Urban Edge Properties (NYSE:UE), Brixmor Property Group Inc. (NYSE:BRX), Kite Realty Group Trust (NYSE:KRG), Apple Hospitality REIT, Inc. (NYSE:APLE), RLJ Lodging Trust (NYSE:RLJ), Pebblebrook Hotel Trust (NYSE:PEB), Host Hotels & Resorts, Inc. (NYSE:HST), Sunstone Hotel Investors, Inc. (NYSE:SHO), Diamondrock Hospitality Company (NYSE:DRH), Unibail-Rodamco-Westfield SE (OTCMKTS:UNBLF), Park Hotels & Resorts Inc. (NYSE:PK), CBL & Associates Properties, Inc. (OTCMKTS:CBLAQ), Howard Hughes Corporation (The) (NYSE:HHC), Community Healthcare Trust (NYSE:CHCT), Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), SITE Centers Corp. (NYSE:SITC), Douglas Emmett, Inc. (NYSE:DEI), EastGroup Properties, Inc. (NYSE:EGP), Terreno Realty Corporation (NYSE:TRNO), Urstadt Biddle Properties Inc. (NYSE:UBP), Urstadt Biddle Properties Inc. (NYSE:UBA), Innovative Industrial Properties, Inc. (NYSE:IIPR), Centerspace (NYSE:CSR), Newmark Group Inc. (NASDAQ:NMRK), Independence Realty Trust, Inc. (NYSE:IRT), INDUS Realty Trust, Inc. (NASDAQ:INDT), Iron Mountain Incorporated (NYSE:IRM), Marcus & Millichap, Inc. (NYSE:MMI), iStar Financial Inc. (NYSE:STAR), Safehold Inc. (NYSE:SAFE), Uniti Group (NASDAQ:UNIT), VICI Properties Inc (NYSE:VICI)
Companies covered: BJ’s Wholesale Club Holdings Inc. (NYSE:BJ), Costco Wholesale Corporation (NASDAQ:COST), Aercap Holdings N.V. (NYSE:AER), General Electric Company (NYSE:GE), NCR Corporation (NYSE:NCR), CBRE Group, Inc. (NYSE:CBRE), Snap Inc (NYSE:SNAP), Live Nation Entertainment, Inc. (NYSE:LYV), Ross Stores, Inc. (NASDAQ:ROST), Burlington Stores, Inc. (NYSE:BURL), TJX Companies, Inc. (The) (NYSE:TJX), Cedar Fair, L.P. (NYSE:FUN), UnitedHealth Group Incorporated (NYSE:UNH), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Coca-Cola Company (The) (NYSE:KO), Gamestop Corporation (NYSE:GME), Nucor Corporation (NYSE:NUE), General Motors Company (NYSE:GM), Tesla Motors, Inc. (NASDAQ:TSLA), Apple Inc. (NASDAQ:AAPL), Snowflake Inc. (NYSE:SNOW), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Helen of Troy Limited (NASDAQ:HELE), Nestle SA (OTCMKTS:NSRGY), Pioneer Natural Resources Company (NYSE:PXD), Valero Energy Corporation (NYSE:VLO), SVB Financial Group (NASDAQ:SIVB), Regions Financial Corporation (NYSE:RF), Fifth Third Bancorp (NASDAQ:FITB), Caterpillar, Inc. (NYSE:CAT), Union Pacific Corporation (NYSE:UNP), AstraZeneca PLC (NASDAQ:AZN), Eli Lilly and Company (NYSE:LLY), Johnson & Johnson (NYSE:JNJ), Pfizer, Inc. (NYSE:PFE), ResMed Inc. (NYSE:RMD), Zoetis Inc. (NYSE:ZTS), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Enbridge Inc (NYSE:ENB), Williams Companies, Inc. (The) (NYSE:WMB), Enterprise Products Partners L.P. (NYSE:EPD)
Companies covered: Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Toronto Dominion Bank (The) (NYSE:TD), Algonquin Power & Utilities Corp (TSE:AQN), Brookfield Asset Management Inc (NYSE:BAM), Boston Scientific Corporation (NYSE:BSX), Becton, Dickinson and Company (NYSE:BDX), Danaher Corporation (NYSE:DHR), McDonald's Corporation (NYSE:MCD), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Waste Management, Inc. (NYSE:WM), Waste Connections, Inc. (NYSE:WCN), NVIDIA Corporation (NASDAQ:NVDA), Activision Blizzard, Inc (NASDAQ:ATVI), Tencent Holdings Ltd. (OTCMKTS:TCEHY), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), Brookfield Infrastructure Partners LP (NYSE:BIP), Canadian Pacific Railway Limited (NYSE:CP), Kansas City Southern (NYSE:KSU), Daimler AG (OTCMKTS:DDAIF), Hyundai Motor Company GDR (OTCMKTS:HYMTF), Volkswagen AG (ADR) (OTCMKTS:VWAGY), Volvo ADR (OTCMKTS:VLVLY), Nio Inc. – ADR (NYSE:NIO), Xpeng Inc. – ADR, First Quantum Minerals Limited (OTCMKTS:FQVLF), Freeport-McMoran, Inc. (NYSE:FCX), Taseko Mines Ltd. (NYSEAMERICAN:TGB), Tesla Motors, Inc. (NASDAQ:TSLA), Gamestop Corporation (NYSE:GME), Lamar Advertising Company (NASDAQ:LAMR), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), OUTFRONT Media Inc. (NYSE:OUT), Avalara Inc. (NYSE:AVLR), Aerie Pharmaceuticals, Inc. (NASDAQ:AERI), Armstrong World Industries Inc (NYSE:AWI), Generac Holdlings Inc. (NYSE:GNRC), Maxar Technologies Ltd. (NYSE:MAXR), Kraft Heinz Co (NASDAQ:KHC), GMS Inc. (NYSE:GMS), Zoom Video Communications (NASDAQ:ZM), Netflix, Inc. (NASDAQ:NFLX), Teladoc Inc (NYSE:TDOC), Xylem Inc. (NYSE:XYL), Belden Inc (NYSE:BDC), PG&E Corporation (NYSE:PCG)
Companies covered: Salesforce.com Inc (NYSE:CRM), Workday, Inc. (NYSE:WDAY), Tyler Technologies, Inc. (NYSE:TYL), Bill.com Holdings (NYSE:BILL), Five9, Inc. (NASDAQ:FIVN), Anaplan (NYSE:PLAN), Smartsheet Inc. (NYSE:SMAR), Microsoft Corporation (NASDAQ:MSFT), Zoom Video Communications (NASDAQ:ZM), Shopify (NYSE:SHOP), ON24 Inc. (NYSE:ONTF), Absolute Software Corp. (NASDAQ:ABST), BigCommerce Holdings, Inc. (NASDAQ:BIGC), Blue Prism Group PLC (OTCMKTS:BPRMF), Medallia Inc. (NYSE:MDLA), Axon Enterprise, Inc. (NASDAQ:AXON), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Infosys Limited (NYSE:INFY), eBay Inc. (NASDAQ:EBAY), Hitachi, Ltd. (ADR) (OTCMKTS:HTHIY), Accenture plc. (NYSE:ACN), Tata Consultancy Services Limited (NSE:TCS), Fidelity National Information Services, Inc. (NYSE:FIS), Endava PLC – ADR (NYSE:DAVA), EPAM Systems, Inc. (NYSE:EPAM), Globant S.A. (NYSE:GLOB), Genpact Limited (NYSE:G), WNS (Holdings) Limited (NYSE:WNS), ExlService Holdings, Inc. (NASDAQ:EXLS), Perficient, Inc. (NASDAQ:PRFT), Grid Dynamics Holdings Inc. (NASDAQ:GDYN), TTEC Holdings Inc. (NASDAQ:TTEC), TELUS International Cda Inc. (NYSE:TIXT), Datadog Inc. (NASDAQ:DDOG), Splunk Inc. (NASDAQ:SPLK), Zscaler (NASDAQ:ZS), CrowdStrike Holdings (NASDAQ:CRWD), Okta (NASDAQ:OKTA), Varonis Systems, Inc. (NASDAQ:VRNS), SailPoint Technologies Holdings (NYSE:SAIL), Fortinet, Inc. (NASDAQ:FTNT), Palo Alto Networks, Inc. (NYSE:PANW), Proofpoint, Inc. (NASDAQ:PFPT), CyberArk Software Ltd. (NASDAQ:CYBR), Tenable Holdings Inc. (NASDAQ:TENB), Snowflake Inc. (NYSE:SNOW), Elastic NV (NYSE:ESTC), Dynatrace Inc. (NYSE:DT), Telos Corp. (NASDAQ:TLS), OneSpan Inc. (NASDAQ:OSPN), Exponent, Inc. (NASDAQ:EXPO), StrikeForce Technologies, Inc. (OTCMKTS:SFOR)
