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)
Companies covered: Confluent Inc. (NASDAQ:CFLT), Expedia, Inc. (NASDAQ:EXPE), Tesla Motors, Inc. (NASDAQ:TSLA), Celsius Holdings, Inc. (NASDAQ:CELH), QCR Holdings, Inc. (NASDAQ:QCRH), Fifth Third Bancorp (NASDAQ:FITB), East West Bancorp, Inc. (NASDAQ:EWBC), Coastal Carolina Bancshares, Inc. (OTCMKTS:CCNB), Virginia National Bankshares Corp. (NASDAQ:VABK), SmartFinancial Inc. (NYSE:SMBK), Signature Bank (NASDAQ:SBNY), SVB Financial Group (NASDAQ:SIVBQ), Hibbett Sports, Inc. (NASDAQ:HIBB), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Lumen Technologies Inc. (NYSE:LUMN), AST SpaceMobile, Inc. (NASDAQ:ASTS), Ashtead Group plc (OTCMKTS:ASHTF), United Rentals, Inc. (NYSE:URI), NVIDIA Corporation (NASDAQ:NVDA), MongoDB Inc. (NASDAQ:MDB), Snowflake Inc. (NYSE:SNOW), Samsara Inc. (NYSE:IOT), Datadog Inc. (NASDAQ:DDOG), CrowdStrike Holdings (NASDAQ:CRWD), ServiceNow, Inc. (NYSE:NOW), Microsoft Corporation (NASDAQ:MSFT), Cisco Systems, Inc. (NASDAQ:CSCO), Eli Lilly and Company (NYSE:LLY), Advanced Micro Devices, Inc. (NASDAQ:AMD), Elastic NV (NYSE:ESTC), AbCellera Biologics Inc. (NASDAQ:ABCL)
Companies covered: East West Bancorp, Inc. (NASDAQ:EWBC), First Republic Bank (OTCMKTS:FRCB), Signature Bank (NASDAQ:SBNY), First Citizens BancShares, Inc. (NASDAQ:FCNCA), JPMorgan Chase & Co. (NYSE:JPM), U.S. Bancorp (NYSE:USB), Banc of California, Inc. (NYSE:BANC), Axos Financial, Inc. (NYSE:AX), SVB Financial Group (NASDAQ:SIVBQ), Bank Of Montreal (NYSE:BMO), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Western Union Company (The) (NYSE:WU), Euronet Worldwide, Inc. (NASDAQ:EEFT), Corpay Inc. (NYSE:CPAY), WEX Inc. (NYSE:WEX), Bill.com Holdings (NYSE:BILL), Flywire Corp. (NASDAQ:FLYW), Toast Inc. (NYSE:TOST), Shopify (NYSE:SHOP), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:SQ), Worldline SA (OTCMKTS:WRDLY), Remitly Global Inc. (NASDAQ:RELY), Apple Inc. (NASDAQ:AAPL), Adyen NV (ADR) (OTCMKTS:ADYEY), Fidelity National Information Services, Inc. (NYSE:FIS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Shift4 Payments Inc. (NYSE:FOUR), New York Community Bancorp, Inc. (NYSE:NYCB), Valley National Bancorp (NYSE:VLY), Capital Bancorp Inc. (NASDAQ:CBNK), FinWise Bancorp (NASDAQ:FINW), Flushing Financial Corporation (NASDAQ:FFIC)
Companies covered: Republic Services, Inc. (NYSE:RSG), Waste Management, Inc. (NYSE:WM), KLA-Tencor Corporation (NASDAQ:KLAC), Lam Research Corporation (NASDAQ:LRCX), Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Nutrien Ltd. (NYSE:NTR), IDACORP, Inc. (NYSE:IDA), Otis Worldwide Corp. (NYSE:OTIS), Workday, Inc. (NYSE:WDAY), Guidewire Software, Inc. (NYSE:GWRE), Avantor Inc. (NYSE:AVTR), Repligen Corporation (NASDAQ:RGEN), Iqvia Holdings Inc. (NYSE:IQV), Hologic, Inc. (NASDAQ:HOLX), Alexandria Real Estate Equities, Inc. (NYSE:ARE), CBRE Group, Inc. (NYSE:CBRE), D.R. Horton, Inc. (NYSE:DHI), Pool Corporation (NASDAQ:POOL), Live Nation Entertainment, Inc. (NYSE:LYV), Fidelity National Financial, Inc. (NYSE:FNF), Insperity, Inc. (NYSE:NSP), Lantheus Holdings Inc. (NASDAQ:LNTH), Copart, Inc. (NASDAQ:CPRT), Baker Hughes (NYSE:BKR), Vertiv Holdings Co. (NYSE:VRT), MarketAxess Holdings, Inc. (NASDAQ:MKTX), General Electric Company (NYSE:GE), Axon Enterprise, Inc. (NASDAQ:AXON), CrowdStrike Holdings (NASDAQ:CRWD), GE Vernova Inc. (NYSE:GEV), RB Global Inc. (NYSE:RBA), Baxter International Inc. (NYSE:BAX), LKQ Corporation (NASDAQ:LKQ), Cable One Inc. (NYSE:CABO)
