Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Danone SA (EPA:BN), Brown-Forman Corporation (NYSE:BF.A), Lamb Weston Holdings Inc (NYSE:LW), Conagra Brands Inc. (NYSE:CAG), Post Holdings, Inc. (NYSE:POST), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Walmart Inc. (NYSE:WMT), Edgewell Personal Care Co. (NYSE:EPC), Energizer Holdings, Inc. (NYSE:ENR), Spectrum Brands Holdings, Inc. (NYSE:SPB), NextEra Energy, Inc. (NYSE:NEE), Lowe's Companies, Inc. (NYSE:LOW), Expedia, Inc. (NASDAQ:EXPE), Beyond Inc. (NYSE:BYON), Whirlpool Corporation (NYSE:WHR), D.R. Horton, Inc. (NYSE:DHI), Caterpillar, Inc. (NYSE:CAT), Itau Unibanco Banco Holding SA (NYSE:ITUB), Barratt Developments Plc (LON:BDEV), Barloworld Limited (JSE:BAW), IDEXX Laboratories, Inc. (NASDAQ:IDXX), The Medicines Company (NASDAQ:MDCO), Amgen Inc. (NASDAQ:AMGN), Biogen Inc. (NASDAQ:BIIB), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Cooper Companies, Inc. (The) (NYSE:COO), Johnson & Johnson (NYSE:JNJ), Marathon Petroleum Corporation (NYSE:MPC), Pioneer Natural Resources Company (NYSE:PXD), Takeda Pharmaceutical Co. Ltd. (NYSE:TAK), Andeavor (NYSE:ANDV), CEVA Logistics AG (SWX:CEVA), General Electric Company (NYSE:GE), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Automatic Data Processing, Inc. (NASDAQ:ADP), Acadia Healthcare Company, Inc. (NASDAQ:ACHC), Facebook, Inc. (NASDAQ:FB), Twitter, Inc. (NYSE:TWTR), Cypress Semiconductor Corporation (NASDAQ:CY), Broadcom Ltd (NASDAQ:AVGO), Air Transport Services Group, Inc (NASDAQ:ATSG), Atlas Air Worldwide Holdings (NASDAQ:AAWW), Stamps.com Inc. (NASDAQ:STMP), Ryman Hospitality Properties, Inc. (NYSE:RHP), Alphabet Inc (NASDAQ:GOOG), Charter Communications, Inc. (NASDAQ:CHTR), Comcast Corporation (NASDAQ:CMCSA), American International Group, Inc. (NYSE:AIG), Berkshire Hathaway Inc. (NYSE:BRK/A), Arch Capital Group Ltd. (NASDAQ:ACGL), Marsh & McLennan Companies, Inc. (NYSE:MMC)
