Companies covered: Delphi Technologies PLC (NYSE:DLPH), Aptiv PLC (NYSE:APTV), Apple Inc. (NASDAQ:AAPL), NVIDIA Corporation (NASDAQ:NVDA), Lowe's Companies, Inc. (NYSE:LOW), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Home Depot, Inc. (The) (NYSE:HD), Goldman Sachs Group, Inc. (The) (NYSE:GS), Cognex Corporation (NASDAQ:CGNX), Yaskawa Electric Corp. (OTCMKTS:YASKY), Daifuku Co., Ltd. (OTCMKTS:DAIUF), Walt Disney Company (The) (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Texas Pacific Land Trust (NYSE:TPL), Orion Engineered Carbons S.A (NYSE:OEC), Walmart Inc. (NYSE:WMT), Amazon.com, Inc. (NASDAQ:AMZN), Facebook, Inc. (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOG), NICE Limited (NASDAQ:NICE), Ferrari NV (NYSE:RACE), Salvatore Ferragamo Italia SpA (OTCMKTS:SFRGF), Yamaha Corp. (ADR) (OTCMKTS:YAMCY), Boeing Company (The) (NYSE:BA), Parrot SA (EPA:PARRO), AeroVironment, Inc. (NASDAQ:AVAV)
Companies covered: Micron Technology, Inc. (NASDAQ:MU), Electronics for Imaging, Inc. (NASDAQ:EFII), Xerox Corporation (NYSE:XRX), Canon, Inc. (NYSE:CAJ), Amazon.com, Inc. (NASDAQ:AMZN), United Parcel Service, Inc. (NYSE:UPS), FedEx Corporation (NYSE:FDX), Tencent Holdings Ltd (OTCMKTS:TCTZF), Weibo Corporation (NASDAQ:WB), Yum China Holdings (NYSE:YUMC), Bitauto Holdings Limited (NYSE:BITA), Smurfit Kappa Group Plc (OTCMKTS:SMFTF), Sunny Optical Technology (Group) Co. Ltd. (OTCMKTS:SNPTF), Geely Automobile Holdings Ltd. (OTCMKTS:GELYF), B2Gold Corp (NYSEAMERICAN:BTG), ZTE (HKG:0763), Boeing Company (The) (NYSE:BA), WPX Energy, Inc. (NYSE:WPX), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), Kelt Exploration Ltd (OTCMKTS:KELTF), Osisko gold royalties Ltd (NYSE:O), General Electric Company (NYSE:GE), KYUDENKO CORPORATION (TYO:1959), Advantest Corp (ADR) (OTCMKTS:ATEYY), Anthem, Inc. (NYSE:ANTM), Illumina, Inc. (NASDAQ:ILMN), Workday, Inc. (NYSE:WDAY), ServiceNow, Inc. (NYSE:NOW), Okta (NASDAQ:OKTA), MakeMyTrip Limited (NASDAQ:MMYT), Ctrip.com International, Ltd. (NASDAQ:CTRP), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Wells Fargo & Company (NYSE:WFC), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alibaba Group Holding Limited (NYSE:BABA), Alphabet Inc (NASDAQ:GOOG)
Companies covered: Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Texas Instruments Incorporated (NASDAQ:TXN), Broadcom Ltd (NASDAQ:AVGO), Microchip Technology Incorporated (NASDAQ:MCHP), Xilinx, Inc. (NASDAQ:XLNX), Micron Technology, Inc. (NASDAQ:MU), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Inphi Corporation (NYSE:IPHI), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Microsoft Corporation (NASDAQ:MSFT), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cavium, Inc. (NASDAQ:CAVM), International Business Machines Corporation (NYSE:IBM), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Nokia Corporation (NYSE:NOK), QUALCOMM Incorporated (NASDAQ:QCOM), NXP Semiconductors N.V. (NASDAQ:NXPI), Facebook, Inc. (NASDAQ:FB), Analog Devices, Inc. (NASDAQ:ADI), Lam Research Corporation (NASDAQ:LRCX), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Silicon Laboratories, Inc. (NASDAQ:SLAB), MaxLinear, Inc (NYSE:MXL), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cirrus Logic, Inc. (NASDAQ:CRUS), Semtech Corporation (NASDAQ:SMTC), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Knowles Corporation (NYSE:KN), ON Semiconductor Corporation (NASDAQ:ON), Samsung Electronics Co Ltd (KRX:005930), Integrated Device Technology, Inc. (NASDAQ:IDTI), Adesto Technologies Corp (NASDAQ:IOTS)
Companies covered: Royal Dutch Shell PLC (NYSE:RDS/A), Total SA (ADR) (NYSE:TOT), ENI S.p.A. (NYSE:E), Philip Morris International Inc (NYSE:PM), JAPAN Tob Inc/ADR (OTCMKTS:JAPAY), British American Tobacco PLC (ADR) (NYSE:BTI), Imperial Tobacco Group plc Sponsored ADR (OTCMKTS:IMBBY), Roche Holdings Ltd. (ADR) (OTCMKTS:RHHBY), Novartis AG (NYSE:NVS), Sanofi (NYSE:SNY), AstraZeneca PLC (NASDAQ:AZN), GlaxoSmithKline PLC (NYSE:GSK), Merck & Company, Inc. (NYSE:MRK), Bristol-Myers Squibb Company (NYSE:BMY), Pfizer, Inc. (NYSE:PFE), Unilever NV (NYSE:UL), Vodafone Group Plc (NASDAQ:VOD), HSBC Holdings plc (NYSE:HSBC), Fiat Chrysler Automobiles N.V. (NYSE:FCAU), Viacom Inc. (NASDAQ:VIAB), Netflix, Inc. (NASDAQ:NFLX), CBS Corporation (NYSE:CBS), Louisiana-Pacific Corporation (NYSE:LPX), Micron Technology, Inc. (NASDAQ:MU), Lear Corporation (NYSE:LEA), AT&T Inc. (NYSE:T), Exxon Mobil Corporation (NYSE:XOM), BP p.l.c. (NYSE:BP), Mylan Inc. (NASDAQ:MYL), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Royal Bank Scotland plc (The) (NYSE:RBS), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Verizon Communications Inc. (NYSE:VZ), Orange (NYSE:ORAN), Nokia Corporation (NYSE:NOK), Amazon.com, Inc. (NASDAQ:AMZN), Tesla Motors, Inc. (NASDAQ:TSLA), Volkswagen AG (OTCMKTS:VLKAF), Toyota Motor Corp Ltd Ord (NYSE:TM), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Travis Perkins plc (LON:TPK), ZTE (HKG:0763), Tesco PLC (ADR) (OTCMKTS:TSCDY), J Sainsbury plc (OTCMKTS:JSNSF), Audi AG (ETR:NSU), DexCom, Inc. (NASDAQ:DXCM), Abbott Laboratories (NYSE:ABT), Medtronic, Inc. (NYSE:MDT), Insulet Corporation (NASDAQ:PODD), BofI Holding, Inc. (NASDAQ:BOFI), Facebook, Inc. (NASDAQ:FB), Google Inc. (NASDAQ:GOOGL), Trade Desk (NASDAQ:TTD)
Companies covered: Darling Ingredients Inc. (NYSE:DAR), Valero Energy Corporation (NYSE:VLO), Timken Company (The) (NYSE:TKR), Oasis Petroleum Inc. (NYSE:OAS), Whiting Petroleum Corporation (NYSE:WLL), Bunge Limited (NYSE:BG), Ingredion Incorporated (NYSE:INGR), Hormel Foods Corporation (NYSE:HRL), OGE Energy Corporation (NYSE:OGE), Enable Midstream Partners, LP (NYSE:ENBL), Reliance Steel & Aluminum Co. (NYSE:RS), Nucor Corporation (NYSE:NUE), JPMorgan Chase & Co. (NYSE:JPM), Textron Inc. (NYSE:TXT), Cisco Systems, Inc. (NASDAQ:CSCO), American Express Company (NYSE:AXP), Microsoft Corporation (NASDAQ:MSFT), Goldman Sachs Group, Inc. (The) (NYSE:GS), Aptiv PLC (NYSE:APTV), Comcast Corporation (NASDAQ:CMCSA), Walt Disney Company (The) (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Sky plc (LON:SKY), Facebook, Inc. (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOG), Credit Acceptance Corporation (NASDAQ:CACC), Zebra Technologies Corporation (NASDAQ:ZBRA), Honeywell International Inc. (NYSE:HON), Alliance Data Systems Corporation (NYSE:ADS), Wayfair Inc. (NYSE:W), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Sinclair Broadcast Group, Inc. (NASDAQ:SBGI), Charter Communications, Inc. (NASDAQ:CHTR), DISH Network Corporation (NASDAQ:DISH), Tribune Media Company (NYSE:TRCO)