Companies covered: GlaxoSmithKline PLC (NYSE:GSK), Bristol-Myers Squibb Company (NYSE:BMY), Celgene Corporation (NASDAQ:CELG), New York Community Bancorp, Inc. (NYSE:NYCB), Assured Guaranty Ltd. (NYSE:AGO), Berkshire Hathaway Inc. (NYSE:BRK/A), Amphenol Corporation (NYSE:APH), Mapletree Logistics Trust (SGX:M44U), Mahindra & Mahindra Limited (NSE:M&M), Rubis SCA (OTCMKTS:RUBSF), Moody's Corporation (NYSE:MCO), SEI Investments Company (NASDAQ:SEIC), Broadridge Financial Solutions, Inc. (NYSE:BR), Verisk Analytics, Inc. (NASDAQ:VRSK), Graco Inc. (NYSE:GGG), Exponent, Inc. (NASDAQ:EXPO), Ross Stores, Inc. (NASDAQ:ROST), TJX Companies, Inc. (The) (NYSE:TJX), Amazon.com, Inc. (NASDAQ:AMZN), Macy's Inc (NYSE:M), Elanco Animal Health (NYSE:ELAN), Eli Lilly and Company (NYSE:LLY), Zoetis Inc. (NYSE:ZTS), Aspen Technology, Inc. (NASDAQ:AZPN), Cooper Companies, Inc. (The) (NYSE:COO), Johnson & Johnson (NYSE:JNJ), Globus Medical, Inc. (NYSE:GMED), Medtronic, Inc. (NYSE:MDT), Stryker Corporation (NYSE:SYK), AMN Healthcare Services Inc (NYSE:AMN), J.M. Smucker Company (The) (NYSE:SJM), Nestle SA (OTCMKTS:NSRGY), General Mills, Inc. (NYSE:GIS), Freshpet, Inc. (NASDAQ:FRPT), Henry Schein, Inc. (NASDAQ:HSIC), PetMed Express, Inc. (NASDAQ:PETS), Aratana Therapeutics, Inc. (NASDAQ:PETX), PetIQ (NASDAQ:PETQ), Walmart Inc. (NYSE:WMT), Covetrus (NASDAQ:CVET), Verizon Communications Inc. (NYSE:VZ)
Companies covered: Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Cincinnati Financial Corporation (NASDAQ:CINF), The Travelers Companies, Inc. (NYSE:TRV), American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), W.R. Berkley Corporation (NYSE:WRB), The Navigators Group, Inc. (NASDAQ:NAVG), Axis Capital Holdings Limited (NYSE:AXS), Arch Capital Group Ltd. (NASDAQ:ACGL), RenaissanceRe Holdings Ltd. (NYSE:RNR), Marsh & McLennan Companies, Inc. (NYSE:MMC), Intact Financial Corporation (TSE:IFC), Willis Towers Watson PLC (NASDAQ:WLTW), The Hanover Insurance Group, Inc. (NYSE:THG), Selective Insurance Group, Inc. (NASDAQ:SIGI), Kemper Corporation (NYSE:KMPR), Hallmark Financial Services, Inc. (NASDAQ:HALL), Goosehead Insurance, Inc. (NASDAQ:GSHD)
Companies covered: BRT Apartments Corp. (NYSE:BRT), Investors Real Estate Trust (NYSE:IRET), Ashford Hospitality Trust Inc (NYSE:AHT), UMH Properties, Inc. (NYSE:UMH), Federal Realty Investment Trust (NYSE:FRT), Armada Hoffler Properties, Inc. (NYSE:AHH), Braemar Hotels & Resorts (NYSE:BHR), ProLogis, Inc. (NYSE:PLD), American Homes 4 Rent (NYSE:AMH), Invitation Homes (NYSE:INVH), Simon Property Group, Inc. (NYSE:SPG), Taubman Centers, Inc. (NYSE:TCO), Boston Properties, Inc. (NYSE:BXP), CBRE Group, Inc. (NYSE:CBRE), Front Yard Residential Corp. (NYSE:RESI), Cushman & Wakefield PLC (NYSE:CWK), Equity Lifestyle Properties, Inc. (NYSE:ELS), Vornado Realty Trust (NYSE:VNO), Equinix, Inc. (NASDAQ:EQIX), HCP, Inc. (NYSE:HCP), STORE Capital Corporation (NYSE:STOR), Sun Communities, Inc. (NYSE:SUI), Retail Properties of America, Inc. (NYSE:RPAI), Columbia Property Trust, Inc. (NYSE:CXP), National Storage Affiliates Trust (NYSE:NSA), CatchMark Timber Trust, Inc. (NYSE:CTT), Landmark Infrastructure Partners LP (NASDAQ:LMRK)
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), American Express Company (NYSE:AXP), Costco Wholesale Corporation (NASDAQ:COST), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Apple Inc. (NASDAQ:AAPL), Vmware, Inc. (NYSE:VMW), Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI), Dell Technologies (NYSE:DELL), NextEra Energy, Inc. (NYSE:NEE), Norfolk Southern Corporation (NYSE:NSC), CSX Corporation (NYSE:CSX), Union Pacific Corporation (NYSE:UNP), Canadian National Railway Company (NYSE:CNI), Canadian Pacific Railway Limited (NYSE:CP), Berkshire Hathaway Inc. (NYSE:BRK/A), Square Inc (NYSE:SQ), Rosetta Stone (NYSE:RST), DMC Global (NASDAQ:BOOM)
Companies covered: Apple Inc. (NASDAQ:AAPL), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Samsung Electronics Co Ltd (KRX:005930), Goldman Sachs Group, Inc. (The) (NYSE:GS), Morgan Stanley (NYSE:MS), CVS Health Corporation (NYSE:CVS), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), McDonald's Corporation (NYSE:MCD), Axon Enterprise, Inc. (NASDAQ:AXON), HealthStream, Inc. (NASDAQ:HSTM), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), Workday, Inc. (NYSE:WDAY), PROS Holdings, Inc. (NYSE:PRO), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Five9, Inc. (NASDAQ:FIVN), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Zuora (NYSE:ZUO), Pluralsight (NASDAQ:PS), Anaplan (NYSE:PLAN), Ceridian HCM Holding (NYSE:CDAY), Zoom Video Communications (NASDAQ:ZM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), First American Corporation (The) (NYSE:FAF), Fidelity National Financial, Inc. (NYSE:FNF), Walmart Inc. (NYSE:WMT), Alteryx (NYSE:AYX), Twilio Inc (NYSE:TWLO), Amazon.com, Inc. (NASDAQ:AMZN), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Salesforce.com Inc (NYSE:CRM), Infosys Limited (NYSE:INFY), Wipro Limited (NYSE:WIT), Accenture plc. (NYSE:ACN), Ford Motor Company (NYSE:F), Hyatt Hotels Corporation (NYSE:H), General Electric Company (NYSE:GE), Tableau Software, Inc. (NYSE:DATA), Splunk Inc. (NASDAQ:SPLK), Domino's Pizza Inc (NYSE:DPZ), Veeva Systems Inc. (NYSE:VEEV), Atlassian Corporation PLC (NASDAQ:TEAM), Cisco Systems, Inc. (NASDAQ:CSCO), Red Hat, Inc. (NYSE:RHT), Smartsheet Inc. (NYSE:SMAR), Altair Engineering (NASDAQ:ALTR), BlackLine (NASDAQ:BL), Domo (NASDAQ:DOMO), Pivotal Software (NYSE:PVTL), Lyft (NASDAQ:LYFT), Appian Corp. (NASDAQ:APPN), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NYSE:FI), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Bottomline Technologies, Inc. (NASDAQ:EPAY), Q2 Holdings, Inc. (NYSE:QTWO), First Data Corp (NYSE:FDC), Global Payments Inc. (NYSE:GPN), Total System Services, Inc. (NYSE:TSS), ACI Worldwide, Inc. (NASDAQ:ACIW), Square Inc (NYSE:SQ), Equifax, Inc. (NYSE:EFX), Experian plc (ADR) (OTCMKTS:EXPGY), Fair Isaac Corporation (NYSE:FICO), CoStar Group, Inc. (NASDAQ:CSGP), Worldpay (NYSE:WP), LiveRamp Holdings (NYSE:RAMP), ASGN Incorporated (NYSE:ASGN), CSG Systems International, Inc. (NASDAQ:CSGS), GTT Communications, Inc. (NYSE:GTT), Perficient, Inc. (NASDAQ:PRFT), StrikeForce Technologies, Inc. (OTCMKTS:SFOR)
