Companies covered: Fidelity National Information Services, Inc. (NYSE:FIS), Flex Ltd. (NASDAQ:FLEX), TotalEnergies SE (NYSE:TTE), ServiceNow, Inc. (NYSE:NOW), Shopify (NYSE:SHOP), Palo Alto Networks, Inc. (NYSE:PANW), Linde PLC (NYSE:LIN), Cummins Inc. (NYSE:CMI), Costco Wholesale Corporation (NASDAQ:COST), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Duke Energy Corporation (NYSE:DUK), Consolidated Edison Inc (NYSE:ED), Southern Company (The) (NYSE:SO), NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Action Construction Equipment Ltd. (NSE:ACE), MLP Saglik Hizmetleri AS (IST:MPARK)
Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Synopsys, Inc. (NASDAQ:SNPS), Meta Platforms Inc. (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Tesla Motors, Inc. (NASDAQ:TSLA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC), Super Micro Computer, Inc. (NASDAQ:SMCI), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Celestica, Inc. (NYSE:CLS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Vertiv Holdings Co. (NYSE:VRT), Samsara Inc. (NYSE:IOT), Infineon Technologies AG (OTCMKTS:IFNNY), Nintendo Co., Ltd (ADR) (OTCMKTS:NTDOY), Micron Technology, Inc. (NASDAQ:MU), ServiceNow, Inc. (NYSE:NOW), Salesforce.com Inc (NYSE:CRM), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), DexCom, Inc. (NASDAQ:DXCM), Klarna Inc. (NASDAQ:KLAR), Sweetgreen Inc. (NYSE:SG), Moderna (NASDAQ:MRNA), DraftKings Inc. (NASDAQ:DKNG), Eli Lilly and Company (NYSE:LLY), Broadcom Ltd (NASDAQ:AVGO), ASML Holding N.V. (NASDAQ:ASML), KLA-Tencor Corporation (NASDAQ:KLAC), Applied Materials, Inc. (NASDAQ:AMAT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Workday, Inc. (NYSE:WDAY), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP)
Companies covered: Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Amgen Inc. (NASDAQ:AMGN), Merck & Company, Inc. (NYSE:MRK), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Moderna (NASDAQ:MRNA), BioNTech SE (ADR) (NASDAQ:BNTX), Bristol-Myers Squibb Company (NYSE:BMY), Novartis AG (NYSE:NVS), Cabaletta Bio Inc. (NASDAQ:CABA), Kyverna Therapeutics Inc. (NASDAQ:KYTX), Pfizer, Inc. (NYSE:PFE), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), AbbVie Inc. (NYSE:ABBV), AstraZeneca PLC (NASDAQ:AZN), Altimmune Inc. (NASDAQ:ALT), Aerovate Therapeutics Inc. (NASDAQ:AVTE), Madrigal Pharmaceuticals (NASDAQ:MDGL), Akero Therapeutics Inc. (NASDAQ:AKRO), 89bio Inc. (NASDAQ:ETNB), Insmed, Inc. (NASDAQ:INSM), Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Intellia Therapeutics Inc. (NASDAQ:NTLA), CRISPR Therapeutics AG (NASDAQ:CRSP), Editas Medicine (NASDAQ:EDIT), Immunome Inc. (NASDAQ:IMNM), Disc Medicine Inc. (NASDAQ:IRON), Apogee Therapeutics Inc. (NASDAQ:APGE), ORIC Pharmaceuticals Inc. (NASDAQ:ORIC), TScan Therapeutics Inc. (NASDAQ:TCRX), Nuvalent Inc. (NASDAQ:NUVL), Inozyme Pharma Inc. (NASDAQ:INZY), Beam Therapeutics Inc. (NASDAQ:BEAM), Fusion Pharmaceuticals Inc. (NASDAQ:FUSN), Scholar Rock Holding Corp. (NASDAQ:SRRK), y-mAbs Therapeutics Inc. (NASDAQ:YMAB), Abivax SA (NASDAQ:ABVX), BioVie Inc. (NASDAQ:BIVI), Equillium Inc. (NASDAQ:EQ), Organovo Holdings, Inc. (NASDAQ:ONVO), PDS Biotechnology Corporation (NASDAQ:PDSB)
Companies covered: Rexford Industrial Realty, Inc. (NYSE:REXR), Terreno Realty Corporation (NYSE:TRNO), Medical Properties Trust, Inc. (NYSE:MPW), Plymouth Industrial REIT (NYSEAMERICAN:PLYM), Centerspace (NYSE:CSR), Boston Properties, Inc. (NYSE:BXP), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Simon Property Group, Inc. (NYSE:SPG), Macerich Company (The) (NYSE:MAC), Tanger Factory Outlet Centers, Inc. (NYSE:SKT), Urban Edge Properties (NYSE:UE), Kite Realty Group Trust (NYSE:KRG), Regency Centers Corporation (NYSE:REG), Phillips Edison & Co Inc. (NASDAQ:PECO), Park Hotels & Resorts Inc. (NYSE:PK), Host Hotels & Resorts, Inc. (NYSE:HST), Apple Hospitality REIT, Inc. (NYSE:APLE), Pebblebrook Hotel Trust (NYSE:PEB), Kimco Realty Corporation (NYSE:KIM), AvalonBay Communities, Inc. (NYSE:AVB), Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), Mid-America Apartment Communities, Inc. (NYSE:MAA), Gaming and Leisure Properties, Inc. (NASDAQ:GLPI), VICI Properties Inc (NYSE:VICI), First Industrial Realty Trust, Inc. (NYSE:FR), Realty Income Corporation (NYSE:O), Omega Healthcare Investors, Inc. (NYSE:OHI), Welltower Inc (NYSE:WELL), Tricon Residential Inc. (NYSE:TCN), Applied Digital Corporation (NASDAQ:APLD), CareTrust REIT, Inc. (NYSE:CTRE), Fathom Holdings Inc. (NASDAQ:FTHM), Getty Realty Corporation (NYSE:GTY), Innovative Industrial Properties, Inc. (NYSE:IIPR), LTC Properties, Inc. (NYSE:LTC), NNN REIT, Inc. (NYSE:NNN), PotlatchDeltic Corp. (NASDAQ:PCH)
Companies covered: CRH PLC (NYSE:CRH), Martin Marietta Materials, Inc. (NYSE:MLM), Vulcan Materials Company (NYSE:VMC), Fidelity National Information Services, Inc. (NYSE:FIS), Watsco, Inc. (NYSE:WSO), Booz Allen Hamilton Holding Corporation (NYSE:BAH), Ferguson PLC (NYSE:FERG), International Business Machines Corporation (NYSE:IBM), Dow Inc. (NYSE:DOW), Whirlpool Corporation (NYSE:WHR), Stanley Black & Decker, Inc. (NYSE:SWK), Flex LNG Ltd. (NYSE:FLNG), Bristol-Myers Squibb Company (NYSE:BMY), Conagra Brands Inc. (NYSE:CAG), United Parcel Service, Inc. (NYSE:UPS), Kenvue Inc. (NYSE:KVUE), Ford Motor Company (NYSE:F), Kimberly-Clark Corporation (NYSE:KMB), GlaxoSmithKline PLC (NYSE:GSK), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Johnson & Johnson (NYSE:JNJ), Merck & Company, Inc. (NYSE:MRK), Eli Lilly and Company (NYSE:LLY), Toyota Motor Corp Ltd Ord (NYSE:TM), Unilever PLC (NYSE:UL), DuPont de Nemours Inc. (NYSE:DD), Diageo plc (NYSE:DEO), Medtronic, Inc. (NYSE:MDT), Siemens AG (OTCMKTS:SIEGY), RTX Corp. (Raytheon) (NYSE:RTX), Philip Morris International Inc (NYSE:PM), Truist Financial Corp. (NYSE:TFC), Abbott Laboratories (NYSE:ABT), Reckitt Benckiser Group Plc (OTCMKTS:RBGLY), TJX Companies, Inc. (The) (NYSE:TJX), L3Harris Technologies Inc. (NYSE:LHX), NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Netflix, Inc. (NASDAQ:NFLX), Koninklijke Philips N.V. (NYSE:PHG), Kontoor Brands Inc. (NYSE:KTB), Parker-Hannifin Corporation (NYSE:PH), Radian Group Inc. (NYSE:RDN), NetApp, Inc. (NASDAQ:NTAP), NXP Semiconductors N.V. (NASDAQ:NXPI), FedEx Corporation (NYSE:FDX), The Charles Schwab Corporation (NYSE:SCHW), American International Group, Inc. (NYSE:AIG), Corebridge Financial Inc. (NYSE:CRBG), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Broadcom Ltd (NASDAQ:AVGO), Dell Technologies (NYSE:DELL), Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), ProLogis, Inc. (NYSE:PLD), Equinix, Inc. (NASDAQ:EQIX), Eaton Corporation, PLC (NYSE:ETN), Pioneer Natural Resources Company (NYSE:PXD), Exxon Mobil Corporation (NYSE:XOM)
