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)
Companies covered: Boeing Company (The) (NYSE:BA), RTX Corp. (Raytheon) (NYSE:RTX), Honeywell International Inc. (NYSE:HON), Caterpillar, Inc. (NYSE:CAT), United Airlines Holdings (NASDAQ:UAL), Alaska Air Group, Inc. (NYSE:ALK), Airbus SE (OTCMKTS:EADSY), American Airlines Group, Inc. (NASDAQ:AAL), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Huntington Ingalls Industries, Inc. (NYSE:HII), SES AI Corp. (NYSE:SES), Teledyne Technologies Incorporated (NYSE:TDY), Spire Global Inc. (NYSE:SPIR), Rocket Lab USA Inc. (NASDAQ:RKLB), Astra Space Inc. (NASDAQ:ASTR), Planet Labs PBC (NYSE:PL), BlackSky Technology Inc. (NYSE:BKSY), Seraphim Space Investment Trust plc (LON:SSIT), Aker Carbon Capture ASA (OTCMKTS:AKCCF), Astronics Corporation (NASDAQ:ATRO), Helios Technologies, Inc. (NYSE:HLIO), Ideal Power Inc. (NASDAQ:IPWR)
Companies covered: Movado Group Inc. (NYSE:MOV), Turning Point Brands (NYSE:TPB), Haverty Furniture Companies, Inc. (NYSE:HVT), Standex International Corporation (NYSE:SXI), Pagaya Technologies Ltd. (NASDAQ:PGY), U.S. Bancorp (NYSE:USB), Galaxy Digital Holdings Ltd. (OTCMKTS:BRPHF), NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Amazon.com, Inc. (NASDAQ:AMZN), Cameco Corporation (NYSE:CCJ), Golar LNG Limited (NASDAQ:GLNG), Talen Energy Corp. (NASDAQ:TLN), MercadoLibre, Inc. (NASDAQ:MELI), American Coastal Insurance Corp. (NASDAQ:ACIC)
Companies covered: Sunoco LP (NYSE:SUN), Nustar Energy L.P. (NYSE:NS), Williams Companies, Inc. (The) (NYSE:WMB), Targa Resources Corp. (NYSE:TRGP), Archrock, Inc. (NYSE:AROC), Global Partners LP (NYSE:GLP), ONEOK, Inc. (NYSE:OKE), Ford Motor Company (NYSE:F), EnLink Midstream, LLC (NYSE:ENLC), Exxon Mobil Corporation (NYSE:XOM), Aris Water Solutions, Inc. (NYSE:ARIS), Canadian Natural Resources Limited (NYSE:CNQ), Cenovus Energy Inc (NYSE:CVE), Suncor Energy Inc. (NYSE:SU), Imperial Oil Limited (NYSEAMERICAN:IMO), MEG Energy Corp. (OTCMKTS:MEGEF), Athabasca Oil Corp. (OTCMKTS:ATHOF), Surge Energy Inc. (OTCMKTS:ZPTAF), Crescent Point Energy Corporation (NYSE:CPG), Paramount Resources Ltd. (OTCMKTS:PRMRF), Kiwetinohk Energy Corp. (OTCMKTS:KWTEF), Spartan Delta Corp. (OTCMKTS:DALXF), Murphy Oil Corporation (NYSE:MUR), Noble Corporation (NYSE:NE), Valaris Ltd. (NYSE:VAL), Transocean Ltd. (NYSE:RIG), Tidewater Inc. (NYSE:TDW), Bristow Group Inc. (NYSE:VTOL), Schlumberger N.V. (NYSE:SLB), Baker Hughes (NYSE:BKR), Halliburton Company (NYSE:HAL), TechnipFMC plc (NYSE:FTI), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), EOG Resources, Inc. (NYSE:EOG), Diamondback Energy, Inc. (NASDAQ:FANG), Clean Energy Fuels Corp. (NASDAQ:CLNE), Renergen Limited (OTCMKTS:RGNNF), Ring Energy, Inc. (NYSEAMERICAN:REI), Superior Drilling Products, Inc. (NYSEAMERICAN:SDPI)
