Companies covered: Tempur Sealy International, Inc. (NYSE:TPX), Qualys, Inc. (NASDAQ:QLYS), Globus Medical, Inc. (NYSE:GMED), DoubleVerify Holdings Inc. (NYSE:DV), Commercial Metals Company (NYSE:CMC), Vaalco Energy Inc (NYSE:EGY), Microsoft Corporation (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Texas Instruments Incorporated (NASDAQ:TXN), Walmart Inc. (NYSE:WMT), Camden Property Trust (NYSE:CPT), Digital Realty Trust, Inc. (NYSE:DLR), Crown Castle International (NYSE:CCI), ProLogis, Inc. (NYSE:PLD), NextEra Energy, Inc. (NYSE:NEE), Southern Company (The) (NYSE:SO), Eaton Corporation, PLC (NYSE:ETN), United Therapeutics Corporation (NASDAQ:UTHR), Albemarle Corporation (NYSE:ALB), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Globalfoundries Inc. (NASDAQ:GFS), Uber Technologies (NYSE:UBER), Atlanta Braves Holdings Inc. (NASDAQ: BATRK), Topgolf Callaway Brands Corp. (NYSE:MODG), Berkshire Hathaway Inc. (NYSE:BRK/A), Alphabet Inc (NASDAQ:GOOG), Caterpillar, Inc. (NYSE:CAT), Deere & Company (NYSE:DE), United Parcel Service, Inc. (NYSE:UPS), Veeva Systems Inc. (NYSE:VEEV), Edwards Lifesciences Corporation (NYSE:EW), Weis Markets, Inc. (NYSE:WMK), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Medtronic, Inc. (NYSE:MDT), Costco Wholesale Corporation (NASDAQ:COST), NVIDIA Corporation (NASDAQ:NVDA), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Procter & Gamble Company (The) (NYSE:PG), Target Corporation (NYSE:TGT), FANUC Ltd. Japan (ADR) (OTCMKTS:FANUY), Porsche Automobile Holding SE (OTCMKTS:POAHY), Volkswagen AG (ADR) (OTCMKTS:VWAGY), Yellow Corp. (OTCMKTS:YELLQ), Toast Inc. (NYSE:TOST), Daktronics, Inc. (NASDAQ:DAKT), Powell Industries, Inc. (NASDAQ:POWL), Gulf Island Fabrication, Inc. (NASDAQ:GIFI), Unifi, Inc. (NYSE:UFI), Heartland Express, Inc. (NASDAQ:HTLD), Hurco Companies, Inc. (NASDAQ:HURC)
Companies covered: Salesforce.com Inc (NYSE:CRM), Workday, Inc. (NYSE:WDAY), Five9, Inc. (NASDAQ:FIVN), Braze Inc. (NASDAQ:BRZE), Freshworks Inc. (NASDAQ:FRSH), Semrush (NYSE:SEMR), HubSpot, Inc. (NYSE:HUBS), Smartsheet Inc. (NYSE:SMAR), Monday.com Ltd. (NASDAQ:MNDY), Microsoft Corporation (NASDAQ:MSFT), Oracle Corporation (NYSE:ORCL), Shopify (NYSE:SHOP), Appian Corp. (NASDAQ:APPN), Pegasystems Inc. (NASDAQ:PEGA), Amplitude Inc. (NASDAQ:AMPL), Alphabet Inc (NASDAQ:GOOG), JFrog Ltd. (NASDAQ:FROG), GitLab Inc. (NASDAQ:GTLB), C3Ai Inc. (NYSE:AI), Palantir Technologies Inc. (NYSE:PLTR), Adobe Systems Incorporated (NASDAQ:ADBE), Datadog Inc. (NASDAQ:DDOG), Dynatrace Inc. (NYSE:DT), Twilio Inc (NYSE:TWLO), Zoom Video Communications (NASDAQ:ZM), Guidewire Software, Inc. (NYSE:GWRE), NVIDIA Corporation (NASDAQ:NVDA), SAP SE (NYSE:SAP), LZG International Inc. (OTCMKTS:LZGI), ReWalk Robotics Ltd (NASDAQ:RWLK), SoundHound AI, Inc. (NASDAQ:SOUN), Innodata Inc. (NASDAQ:INOD), One Stop Systems Inc. (NASDAQ:OSS)
Companies covered: Puma SE (OTCMKTS:PMMAF), Nike, Inc. (NYSE:NKE), VF Corp (NYSE:VFC), Nordstrom, Inc. (NYSE:JWN), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Hanesbrands Inc. (NYSE:HBI), lululemon athletica inc. (NASDAQ:LULU), Ulta Beauty (NASDAQ:ULTA), Bath & Body Works Inc. (NYSE:BBWI), Target Corporation (NYSE:TGT), TJX Companies, Inc. (The) (NYSE:TJX), Gap, Inc. (The) (NYSE:GPS), Urban Outfitters, Inc. (NASDAQ:URBN), Macy's Inc (NYSE:M), Burlington Stores, Inc. (NYSE:BURL), Ross Stores, Inc. (NASDAQ:ROST), Signet Jewelers Limited (NYSE:SIG), Home Depot, Inc. (The) (NYSE:HD), Chewy (NYSE:CHWY), Wayfair Inc. (NYSE:W), Dicks Sporting Goods Inc. (NYSE:DKS), Academy Sports and Outdoors Inc. (NASDAQ:ASO), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), Lowe's Companies, Inc. (NYSE:LOW), Floor & Decor Holdings Inc. (NYSE:FND), Williams-Sonoma, Inc. (NYSE:WSM), O’Reilly Automotive Inc. (NASDAQ:ORLY), Genuine Parts Company (NYSE:GPC), Advance Auto Parts Inc (NYSE:AAP), Tempur Sealy International, Inc. (NYSE:TPX), AutoZone, Inc. (NYSE:AZO), Carvana Co. (NYSE:CVNA), RH (NYSE:RH), Etsy Inc. (NASDAQ:ETSY), Groupon, Inc. (NASDAQ:GRPN)
Companies covered: SI-Bone Inc. (NASDAQ:SIBN), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Duke Energy Corporation (NYSE:DUK), FirstEnergy Corporation (NYSE:FE), Dominion Energy, Inc. (NYSE:D), Perma-Fix Environmental Services, Inc. (NASDAQ:PESI), TechPrecision Corporation (NASDAQ:TPCS), Rogers Corporation (NYSE:ROG), Aehr Test Systems (NASDAQ:AEHR), Cantaloupe Inc. (NASDAQ:CTLP), Eaton Corporation, PLC (NYSE:ETN), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Quanta Services, Inc. (NYSE:PWR), R1 RCM Holdco Inc. (NASDAQ:RCM), Goosehead Insurance, Inc. (NASDAQ:GSHD), Primo Water Corporation (NASDAQ:PRMW)
Companies covered: Core & Main Inc. (NYSE:CNM), Summit Materials Inc. (NYSE:SUM), Martin Marietta Materials, Inc. (NYSE:MLM), CRH PLC (NYSE:CRH), Vulcan Materials Company (NYSE:VMC), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Trex Company, Inc. (NYSE:TREX), Construction Partners Inc. (NASDAQ:ROAD), Arcosa Inc. (NYSE:ACA), Eagle Materials Inc (NYSE:EXP), Builders FirstSource, Inc. (NASDAQ:BLDR), AZEK Company Inc. (NYSE:AZEK), Pool Corporation (NASDAQ:POOL), Hillman Solutions Corp. (NASDAQ:HLMN), Karat Packaging Inc. (NASDAQ:KRT), LKQ Corporation (NASDAQ:LKQ), GFL Environmental Inc. (NYSE:GFL), Clean Harbors, Inc. (NYSE:CLH), Rollins, Inc. (NYSE:ROL), Beacon Roofing Supply, Inc. (NASDAQ:BECN), Danimer Scientific, Inc. (NYSE:DNMR), Lightwave Logic, Inc. (NASDAQ:LWLG), Matrix Service Company (NASDAQ:MTRX), Minerals Technologies Inc. (NYSE:MTX), SenesTech Inc. (NASDAQ:SNES), Sterling Construction Company Inc (NASDAQ:STRL), Sterling Infrastructure, Inc. (NASDAQ:STRL), Worthington Industries, Inc. (NYSE:WOR)
