Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), Qorvo, Inc. (NASDAQ:QRVO), Amazon.com, Inc. (NASDAQ:AMZN), KKR & Co. L.P. (NYSE:KKR), Skyworks Solutions, Inc. (NASDAQ:SWKS), Broadcom Ltd (NASDAQ:AVGO), Brookfield Asset Management Inc (NYSE:BAM), The Carlyle Group L.P. (NASDAQ:CG), Shopify (NYSE:SHOP), Paycom Software, Inc. (NYSE:PAYC), Paylocity Holding Corporation (NASDAQ:PCTY), Fiserv, Inc. (NYSE:FI), Fidelity National Information Services, Inc. (NYSE:FIS), eBay Inc. (NASDAQ:EBAY), Square Inc (NYSE:SQ), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), ABIOMED, Inc. (NASDAQ:ABMD), Novartis AG (NYSE:NVS), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), LSI Industries Inc. (NASDAQ:LYTS), Collectors Universe, Inc. (NASDAQ:CLCT), Monmouth Real Estate Investment Corporation (NYSE:MNR), BG Staffing Inc (NYSE:BGSF)
Companies covered: Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), TJX Companies, Inc. (The) (NYSE:TJX), Amazon.com, Inc. (NASDAQ:AMZN), American Tower Corporation (REIT) (NYSE:AMT), Booking Holdings (NASDAQ:BKNG), Paycom Software, Inc. (NYSE:PAYC), Estee Lauder Companies, Inc. (The) (NYSE:EL), Global Payments Inc. (NYSE:GPN), Foot Locker, Inc. (NYSE:FL), Align Technology, Inc. (NASDAQ:ALGN), Apple Inc. (NASDAQ:AAPL)
Companies covered: Kinder Morgan, Inc. (NYSE:KMI), Enterprise Products Partners L.P. (NYSE:EPD), Magellan Midstream Partners L.P. (NYSE:MMP), Williams Companies, Inc. (The) (NYSE:WMB), ONEOK, Inc. (NYSE:OKE), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Plains All American Pipeline, L.P. (NYSE:PAA), Plains Group Holdings, L.P. (NYSE:PAGP), Enable Midstream Partners, LP (NYSE:ENBL), Cheniere Energy Partners, LP (NYSEAMERICAN:CQP), MPLX LP (NYSE:MPLX), Marathon Petroleum Corporation (NYSE:MPC), Targa Resources Partners LP (NYSE:NGLS-A), Targa Resources Corp. (NYSE:TRGP), Tellurian Inc. (NASDAQ:TELL), TechnipFMC plc (NYSE:FTI), Schlumberger N.V. (NYSE:SLB), NexTier Oilfield Solutions (NYSE:NEX), Energy Transfer LP (NYSE:ET), Oceaneering International, Inc. (NYSE:OII), CorEnergy Infrastructure Trust, Inc. (NYSE:CORR), Trican Well Service Ltd. (OTCMKTS:TOLWF)
Companies covered: Unilever PLC (NYSE:UL), Columbia Banking System, Inc. (NASDAQ:COLB), SmileDirectClub (NASDAQ:SDC), Walmart Inc. (NYSE:WMT), CVS Health Corporation (NYSE:CVS), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), UBS AG (NYSE:UBS), Credit Suisse Group (NYSE:CS), Yeti Holdings (NYSE:YETI), Dick's Sporting Goods Inc (NYSE:DKS), Macy's Inc (NYSE:M), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI)
Companies covered: Flagstar Bancorp, Inc. (NYSE:FBC), Seacoast Banking Corporation of Florida (NASDAQ:SBCF), Axos Financial, Inc. (NYSE:AX), First Foundation Inc. (NASDAQ:FFWM), HomeStreet, Inc. (NASDAQ:HMST), Meta Financial Group, Inc. (NASDAQ:CASH), BayCom Corp. (NASDAQ:BCML), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Banner Corporation (NASDAQ:BANR), Western Alliance Bancorporation (NYSE:WAL), Summit State Bank (NASDAQ:SSBI), Trinity Bank, N.A. (OTCMKTS:TYBT), Bank of Marin Bancorp (NASDAQ:BMRC), West Bancorporation (NASDAQ:WTBA)
