Companies covered: Ringcentral, Inc. (NYSE:RNG), Cisco Systems, Inc. (NASDAQ:CSCO), AT&T Inc. (NYSE:T), SAP SE (NYSE:SAP), Everbridge (NASDAQ:EVBG), Chevron Corporation (NYSE:CVX), Microsoft Corporation (NASDAQ:MSFT), Tandem Diabetes Care, Inc. (NASDAQ:TNDM), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), DexCom, Inc. (NASDAQ:DXCM), Euronet Worldwide, Inc. (NASDAQ:EEFT), Netflix, Inc. (NASDAQ:NFLX), Visa Inc. (NYSE:V), Avaya Holdings Corp. (NYSE:AVYA), Broadcom Ltd (NASDAQ:AVGO), Xilinx, Inc. (NASDAQ:XLNX), Skyworks Solutions, Inc. (NASDAQ:SWKS), Synchrony Financial (NYSE:SYF), General Electric Company (NYSE:GE), Amazon.com, Inc. (NASDAQ:AMZN), Paypal Holdings Inc (NASDAQ:PYPL), Walmart Inc. (NYSE:WMT), Marathon Petroleum Corporation (NYSE:MPC), MPLX LP (NYSE:MPLX), Merck & Company, Inc. (NYSE:MRK), Becton, Dickinson and Company (NYSE:BDX), CVS Health Corporation (NYSE:CVS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Red Rock Resorts Inc (NASDAQ:RRR), New Relic, Inc. (NYSE:NEWR), Tactile Systems Technology, Inc. (NASDAQ:TCMD), Blue Bird Corp. (NASDAQ:BLBD), Ford Motor Company (NYSE:F), Cummins Inc. (NYSE:CMI), Home BancShares, Inc. (NASDAQ:HOMB), Prestige Consumer Healthcare (NYSE:PBH), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Pepsico, Inc. (NASDAQ:PEP), Campbell Soup Company (NYSE:CPB), Dine Brands Global (NYSE:DIN), Choice Hotels International, Inc. (NYSE:CHH), HealthEquity, Inc. (NASDAQ:HQY), Box, Inc. (NYSE:BOX), Alphabet Inc (NASDAQ:GOOG), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Apple Inc. (NASDAQ:AAPL), Boeing Company (The) (NYSE:BA), Hexcel Corporation (NYSE:HXL), Airbus SE (OTCMKTS:EADSY), Dropbox (NASDAQ:DBX)
