Companies covered: Tesla Motors, Inc. (NASDAQ:TSLA), Amazon.com, Inc. (NASDAQ:AMZN), Pfizer, Inc. (NYSE:PFE), Alcoa Inc. (NYSE:AA), Atmel Corporation (NASDAQ:ATML), Dialog Semiconductor PLC (ETR:DLG), Mondelez International (NASDAQ:MDLZ), American Tower Corporation (REIT) (NYSE:AMT), Transdigm Group Incorporated (NYSE:TDG), Markel Corporation (NYSE:MKL), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), Honeywell International Inc. (NYSE:HON), B/E Aerospace, Inc. (NASDAQ:BEAV), Unilever PLC (NYSE:UL), Pepsico, Inc. (NASDAQ:PEP), Allergan, Inc. (NYSE:AGN), Johnson & Johnson (NYSE:JNJ), Mettler-Toledo International, Inc. (NYSE:MTD), Sensata Technologies Holding N.V. (NYSE:ST), Ecolab Inc. (NYSE:ECL), U.S. Bancorp (NYSE:USB), Wells Fargo & Company (NYSE:WFC), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Nike, Inc. (NYSE:NKE), Tiffany & Co. (NYSE:TIF), TJX Companies, Inc. (The) (NYSE:TJX)
Companies covered: Lockheed Martin Corporation (NYSE:LMT), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Boeing Company (The) (NYSE:BA), Orbital ATK Inc (NYSE:OA), Volkswagon AG (ETR:VOW), United Technologies Corporation (NYSE:UTX), Eaton Corporation, PLC (NYSE:ETN), SPX Corporation (NYSE:SPXC), Johnson Controls, Inc. (NYSE:JCI), Emerson Electric Company (NYSE:EMR), General Electric Company (NYSE:GE), Tyco International plc (NYSE:TYC), Graco Inc. (NYSE:GGG), Rockwell Automation, Inc. (NYSE:ROK), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Faiveley Transport SA (EPA:LEY), Bombardier, Inc. (TSE:BBD.A), Siemens AG (FRA:SIE), Alstom SA (EPA:ALO), Honeywell International Inc. (NYSE:HON), Intel Corporation (NASDAQ:INTC), Cisco Systems, Inc. (NASDAQ:CSCO), SoftBank Group Corp (TYO:9984), Vodafone Group Plc (NASDAQ:VOD), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Synchrony Financial (NYSE:SYF), ADT Corporation (NYSE:ADT), Tyco International PLC (NYSE:TYC), LG Electronics Inc. (KRX:066570), Samsung Electronics Co Ltd (KRX:005930), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Cubic Corporation (NYSE:CUB), Power Solutions International, Inc. (NASDAQ:PSIX)
Companies covered: Netflix, Inc. (NASDAQ:NFLX), Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc (NYSE:TWC), Charter Communications, Inc. (NASDAQ:CHTR), Pandora Media, Inc. (NYSE:P), Live Nation Entertainment, Inc. (NYSE:LYV), AMC Networks Inc. (NASDAQ:AMCX), Discovery Communications, Inc. (NASDAQ:DISCA), Amazon.com, Inc. (NASDAQ:AMZN), Lions Gate Entertainment Corporation (NYSE:LGF), DIRECTV (NASDAQ:DTV), AT&T Inc. (NYSE:T), Apple Inc. (NASDAQ:AAPL), Yahoo! Inc. (NASDAQ:YHOO), Sirius XM Holdings Inc. (NASDAQ:SIRI), Walt Disney Company (The) (NYSE:DIS), Viacom Inc. (NASDAQ:VIA), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Regal Entertainment Group (NYSE:RGC), Cinemark Holdings Inc (NYSE:CNK), IMAX Corporation (NYSE:IMAX), RealD Inc (NYSE:RLD), Scripps Networks Interactive, Inc (NYSE:SNI), Cumulus Media Inc. (NASDAQ:CMLS), Twenty-First Century Fox, Inc. (NASDAQ:FOX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Sony Corp Ord (NYSE:SNE), MDC Partners Inc. (NASDAQ:MDCA), Carmike Cinemas, Inc. (NASDAQ:CKEC), Meredith Corporation (NYSE:MDP), Media General, Inc. (NYSE:MEG), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), CBS Corporation (NYSE:CBS), Madison Square Garden Co. (NYSE:MSG), Hemisphere Media Group, Inc. (NASDAQ:HMTV), Starz (NASDAQ:STRZA), Mad Catz Interactive, Inc. (NYSEMKT:MCZ), Social Reality, Inc. (OTCMKTS:SCRI), NTN Buzztime, Inc. (NYSEMKT:NTN), Mood Media Corporation (TSE:MM), rVue Holdings, Inc. (OTCMKTS:RVUE)
Companies covered: Gray Television, Inc. (NYSE:GTN), Media General, Inc. (NYSE:MEG), Meredith Corporation (NYSE:MDP), Lennar Corporation (NYSE:LEN), TEGNA (NYSE:TGNA), Donaldson Company, Inc. (NYSE:DCI), Reliance Steel & Aluminum Co. (NYSE:RS), First Cash Financial Services, Inc. (NASDAQ:FCFS), Winnebago Industries, Inc. (NYSE:WGO), Jazz Pharmaceuticals plc (NASDAQ:JAZZ), Polaris Industries Inc. (NYSE:PII), Value Partners Group Limited (HKG:0806), Aalberts Industries N.V. (AMS:AALB), J.M. Smucker Company (The) (NYSE:SJM), Amdocs Limited (NASDAQ:DOX), AT&T Inc. (NYSE:T)
Companies covered: NIC Inc. (NASDAQ:EGOV), Moneysupermarket.Com Group PLC (LON:MONY), FNFV Group (NYSE:FNFV), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Ellie Mae, Inc. (NYSE:ELLI), CoreLogic, Inc. (NYSE:CLGX), Zillow, Inc. (NASDAQ:Z), QuinStreet, Inc. (NASDAQ:QNST), LendingTree, Inc. (NASDAQ:TREE), Bankrate, Inc. (NYSE:RATE), The Priceline Group Inc. (NASDAQ:PCLN), News Corporation (NASDAQ:NWSA), First American Corporation (The) (NYSE:FAF), Expedia, Inc. (NASDAQ:EXPE), DEMANDWARE, INC. (NYSE:DWRE), Speed Commerce, Inc. (NASDAQ:SPDC), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), SAP SE (NYSE:SAP), PFSweb, Inc. (NASDAQ:PFSW), Oracle Corporation (NYSE:ORCL), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Gaiam, Inc. (NASDAQ:GAIA), eBay Inc. (NASDAQ:EBAY), Carter's, Inc. (NYSE:CRI), Costco Wholesale Corporation (NASDAQ:COST), iPass Inc. (NASDAQ:IPAS), VASCO Data Security International, Inc. (NASDAQ:VDSI), j2 Global, Inc. (NASDAQ:JCOM), GlobalSCAPE, Inc. (NYSEMKT:GSB)
