Companies covered: Enphase Energy, Inc. (NASDAQ:ENPH), Bloom Energy Corp. (NYSE:BE), Energy Recovery, Inc. (NASDAQ:ERII), Emeren Group Ltd. (NYSE:SOL), Plug Power, Inc. (NASDAQ:PLUG), World Kinect Corporation (NYSE:WKC), 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), AvalonBay Communities, Inc. (NYSE:AVB), Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), Mid-America Apartment Communities, Inc. (NYSE:MAA), Simon Property Group, Inc. (NYSE:SPG), 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), Kimco Realty Corporation (NYSE:KIM), Macerich Company (The) (NYSE:MAC), Tricon Residential Inc. (NYSE:TCN), Boston Properties, Inc. (NYSE:BXP), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), 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), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Pfizer, Inc. (NYSE:PFE), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), AbbVie Inc. (NYSE:ABBV), AstraZeneca PLC (NASDAQ:AZN), Amgen Inc. (NASDAQ:AMGN), Altimmune Inc. (NASDAQ:ALT), Merck & Company, Inc. (NYSE:MRK), Aerovate Therapeutics Inc. (NASDAQ:AVTE), Madrigal Pharmaceuticals (NASDAQ:MDGL), Akero Therapeutics Inc. (NASDAQ:AKRO), 89bio Inc. (NASDAQ:ETNB), Insmed, Inc. (NASDAQ:INSM), Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Intellia Therapeutics Inc. (NASDAQ:NTLA), CRISPR Therapeutics AG (NASDAQ:CRSP), Editas Medicine (NASDAQ:EDIT), Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Super Micro Computer, Inc. (NASDAQ:SMCI), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Lattice Semiconductor Corporation (NASDAQ:LSCC), Texas Instruments Incorporated (NASDAQ:TXN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Broadcom Ltd (NASDAQ:AVGO), UiPath Inc. (NYSE:PATH), PTC Inc. (NASDAQ:PTC), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), Salesforce.com Inc (NYSE:CRM), Iqvia Holdings Inc. (NYSE:IQV), Siemens AG (OTCMKTS:SIEGY), Rubrik Inc. (NYSE:RBRK), Boston Scientific Corporation (NYSE:BSX), Stryker Corporation (NYSE:SYK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Globus Medical, Inc. (NYSE:GMED), Axonics Modulation Technologies, Inc. (NASDAQ:AXNX), Zimmer Biomet Holdings Inc. (NYSE:ZBH), Abbott Laboratories (NYSE:ABT), DexCom, Inc. (NASDAQ:DXCM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Western Union Company (The) (NYSE:WU), Euronet Worldwide, Inc. (NASDAQ:EEFT), Corpay Inc. (NYSE:CPAY), WEX Inc. (NYSE:WEX), Bill.com Holdings (NYSE:BILL), Flywire Corp. (NASDAQ:FLYW), Toast Inc. (NYSE:TOST), Shopify (NYSE:SHOP), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:SQ), Worldline SA (OTCMKTS:WRDLY), Remitly Global Inc. (NASDAQ:RELY), Apple Inc. (NASDAQ:AAPL), Adyen NV (ADR) (OTCMKTS:ADYEY), Fidelity National Information Services, Inc. (NYSE:FIS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), American Financial Group, Inc. (NYSE:AFG), The Hanover Insurance Group, Inc. (NYSE:THG), AMERISAFE, Inc. (NASDAQ:AMSF), Employers Holdings Inc (NYSE:EIG), The Travelers Companies, Inc. (NYSE:TRV), Markel Corporation (NYSE:MKL), W.R. Berkley Corporation (NYSE:WRB), Progressive Corporation (The) (NYSE:PGR), Berkshire Hathaway Inc. (NYSE:BRK/A), Ares Capital Corporation (NASDAQ:ARCC), Golub Capital BDC, Inc. (NASDAQ:GBDC), Crescent Capital BDC Inc. (NASDAQ:CCAP), Blue Owl Capital Corporation III (NYSE:OBDE), Blue Owl Capital Corp. (NYSE:OBDC), Sixth Street Specialty Lending Inc. (NYSE:TSLX), Entergy Corporation (NYSE:ETR), WEC Energy Group Inc (NYSE:WEC), Duke Energy Corporation (NYSE:DUK), CRH PLC (NYSE:CRH), Construction Partners Inc. (NASDAQ:ROAD), Knife River Corp. (NYSE:KNF), MDU Resources Group, Inc. (NYSE:MDU), Ulta Beauty (NASDAQ:ULTA), Dicks Sporting Goods Inc. (NYSE:DKS), Nike, Inc. (NYSE:NKE), PDD Holdings Inc. – ADR (NASDAQ:PDD), lululemon athletica inc. (NASDAQ:LULU), Nordstrom, Inc. (NYSE:JWN), VF Corp (NYSE:VFC), Hanesbrands Inc. (NYSE:HBI), Under Armour, Inc. (NYSE:UA), adidas AG (OTCMKTS:ADDYY), Ralph Lauren Corporation (NYSE:RL), Achieve Life Sciences (NASDAQ:ACHV), Biora Therapeutics Inc. (NASDAQ:BIOR), Rani Therapeutics Holdings Inc. (NASDAQ:RANI), Protalix BioTherapeutics, Inc. (NYSEAMERICAN:PLX), Catalent, Inc. (NYSE:CTLT), Gilead Sciences, Inc. (NASDAQ:GILD), Bristol-Myers Squibb Company (NYSE:BMY), XOMA Corporation (NASDAQ:XOMA), Fortress Biotech, Inc. (NASDAQ:FBIO), Ligand Pharmaceuticals Incorporated (NASDAQ:LGND), Lexaria Bioscience Corp. (NASDAQ:LEXX), Telix Pharmaceuticals Ltd. (OTCMKTS:TLPPF), IN8bio, Inc. (NASDAQ:INAB), DRI Healthcare Trust (OTCMKTS:DHTRF), Royalty Pharma plc (NASDAQ:RPRX), Argenx SE (ADR) (NASDAQ:ARGX), Genmab A/S - ADR (NASDAQ:GMAB), Johnson & Johnson (NYSE:JNJ), Novartis AG (NYSE:NVS), Sanofi (NYSE:SNY), Lantheus Holdings Inc. (NASDAQ:LNTH), Janux Therapeutics Inc. (NASDAQ:JANX)), Cullinan Therapeutics Inc. (NASDAQ:CGEM), NewAmsterdam Pharma Company NV (NASDAQ:NAMS), COMPASS Pathways PLC (NASDAQ:CMPS), Mind Medicine (MindMed) Inc. (NASDAQ:MNMD), GH Research PLC (NASDAQ:GHRS), Cybin Inc. (NYSEAMERICAN:CYBN), ATAI Life Sciences NV (NASDAQ:ATAI), Cinemark Holdings Inc (NYSE:CNK), IMAX Corporation (NYSE:IMAX), Wynn Resorts, Limited (NASDAQ:WYNN), Genius Sports Ltd. (NYSE:GENI), MGM Resorts International (NYSE:MGM), Las Vegas Sands Corp. (NYSE:LVS), Juniper Networks, Inc. (NYSE:JNPR), Ciena Corporation (NYSE:CIEN), Arista Networks, Inc. (NYSE:ANET), Zoom Video Communications (NASDAQ:ZM), Ringcentral, Inc. (NYSE:RNG), Twilio Inc (NYSE:TWLO), ViaSat, Inc. (NASDAQ:VSAT), Planet Labs PBC (NYSE:PL), T-Mobile US, Inc. (NASDAQ:TMUS), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), AST SpaceMobile, Inc. (NASDAQ:ASTS), Iridium Communications Inc (NASDAQ:IRDM), SES SA (OTCMKTS:SGBAF), Eutelsat Communications SA (OTCMKTS:ETCMY), Globalstar, Inc. (NYSEAMERICAN:GSAT), JSC National Atomic Company Kazatomprom (OTCMKTS:NATKY), Cameco Corporation (NYSE:CCJ), NexGen Energy Ltd. (NYSE:NXE), Agnico Eagle Mines Limited (NYSE:AEM), Wheaton Precious Metals Corp. (NYSE:WPM), Capstone Copper Corp. (OTCMKTS:CSCCF), Foran Mining Corp. (OTCMKTS:FMCXF)
