Companies covered: Kraft Heinz Co (NASDAQ:KHC), General Mills, Inc. (NYSE:GIS), Hershey Company (The) (NYSE:HSY), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Bellring Brands Inc. (NYSE:BRBR), Simply Good Foods Co. (NASDAQ:SMPL), Oatly Group AB – ADR (NASDAQ:OTLY), Beyond Meat Inc. (NASDAQ:BYND), Mondelez International, Inc. (NASDAQ:MDLZ), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Best Buy Co., Inc. (NYSE:BBY), Kroger Company (The) (NYSE:KR), United Natural Foods, Inc. (NASDAQ:UNFI), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Dollar General Corporation (NYSE:DG), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Caseys General Stores, Inc. (NASDAQ:CASY), Dollar Tree, Inc. (NASDAQ:DLTR), Albertsons Companies Inc. (NYSE:ACI), Domino's Pizza Inc (NYSE:DPZ), Chipotle Mexican Grill, Inc. (NYSE:CMG), Yum! Brands, Inc. (NYSE:YUM), McDonald's Corporation (NYSE:MCD), Starbucks Corporation (NASDAQ:SBUX), Darden Restaurants, Inc. (NYSE:DRI), Restaurant Brands International Inc. (NYSE:QSR), Papa John's International, Inc. (NASDAQ:PZZA), Wingstop Inc (NASDAQ:WING), Wendy's Company (The) (NASDAQ:WEN), Sweetgreen Inc. (NYSE:SG), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Choice Hotels International, Inc. (NYSE:CHH), Hyatt Hotels Corporation (NYSE:H), Intercontinental Hotels Group (NYSE:IHG), Wyndham Hotels & Resorts Inc. (NYSE:WH), Accor SA ADR (OTCMKTS:ACCYY), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Airbnb Inc. (NASDAQ:ABNB), Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), MGM Resorts International (NYSE:MGM), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), Caesars Entertainment Corporation (NASDAQ:CZR), Churchill Downs, Incorporated (NASDAQ:CHDN), Boyd Gaming Corporation (NYSE:BYD), AMC Entertainment Holdings, Inc. (NYSE:AMC), IMAX Corporation (NYSE:IMAX), LiveOne Inc. (NASDAQ:LVO), Travel + Leisure Co. (NYSE:TNL), Yerbae Brands Corp. (OTCMKTS:YERBF)
Companies covered: Canopy Growth Corp. (NYSE:CGC), Tilray (NASDAQ:TLRY), Cronos Group Inc. (NASDAQ:CRON), Innovative Industrial Properties, Inc. (NYSE:IIPR), WM Technology Inc. (NASDAQ:MAPS), Jazz Pharmaceuticals plc (NASDAQ:JAZZ), Glass House Brands Inc. (OTCMKTS:GLASF), TerrAscend Corp. (OTCMKTS:TSNDF), Constellation Brands Inc (NYSE:STZ), Green Thumb Industries (OTCMKTS:GTBIF), Verano Holdings Corp. (OTCMKTS:VRNOF), AYR Wellness Inc. (OTCMKTS:AYRWF), Curaleaf Holdings (OTCMKTS:CURLF), Trulieve Cannabis Corp. (OTCMKTS:TCNNF), Cresco Labs Inc. (OTCMKTS:CRLBF), Charlotte’s Web Holdings Inc. (OTCMKTS:CWBHF), British American Tobacco PLC (ADR) (NYSE:BTI), Zyus Life Sciences Corp. (OTCMKTS:ZLSCF), Ascend Wellness Holdings Inc. (OTCMKTS:AAWH), Mind Medicine (MindMed) Inc. (NASDAQ:MNMD), Turning Point Brands (NYSE:TPB)
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)
