Companies covered: Delphi Technologies PLC (NYSE:DLPH), Aptiv PLC (NYSE:APTV), Apple Inc. (NASDAQ:AAPL), NVIDIA Corporation (NASDAQ:NVDA), Lowe's Companies, Inc. (NYSE:LOW), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Home Depot, Inc. (The) (NYSE:HD), Goldman Sachs Group, Inc. (The) (NYSE:GS), Cognex Corporation (NASDAQ:CGNX), Yaskawa Electric Corp. (OTCMKTS:YASKY), Daifuku Co., Ltd. (OTCMKTS:DAIUF), Walt Disney Company (The) (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Texas Pacific Land Trust (NYSE:TPL), Orion Engineered Carbons S.A (NYSE:OEC), Walmart Inc. (NYSE:WMT), Amazon.com, Inc. (NASDAQ:AMZN), Facebook, Inc. (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOG), NICE Limited (NASDAQ:NICE), Ferrari NV (NYSE:RACE), Salvatore Ferragamo Italia SpA (OTCMKTS:SFRGF), Yamaha Corp. (ADR) (OTCMKTS:YAMCY), Boeing Company (The) (NYSE:BA), Parrot SA (EPA:PARRO), AeroVironment, Inc. (NASDAQ:AVAV)
