Companies covered: Tesla Motors, Inc. (NASDAQ:TSLA), Rivian Automotive Inc. (NASDAQ:RIVN), Amazon.com, Inc. (NASDAQ:AMZN), Unilever NV (NYSE:UL), Kongsberg Gruppen ASA (OTCMKTS:NSKFF), Yara International ASA (OTCMKTS:YARIY), Vivendi SE (OTCMKTS:VIVHY), Bollore SE (OTCMKTS:BOIVF), Universal Music Group NV (OTCMKTS:UMGNF), Telecom Italia Spa (ADR) (OTCMKTS:TIIAY), KKR & Co Inc. (NYSE:KKR), Tencent Holdings Ltd. (OTCMKTS:TCEHY), Aker ASA (OTCMKTS:AKAAF), Philly Shipyard ASA (OTCMKTS:AKRRF), Aker BP ASA (OTCMKTS:DETNF), Aker Horizons ASA (FRA:7QF), Aker Carbon Capture ASA (OTCMKTS:AKCCF), Aker Clean Hydrogen AS (FRA:52N), Aker Solutions ASA (ADR) (OTCMKTS:AKRYY), IAC/InterActiveCorp (NASDAQ:IAC), Match Group (NASDAQ:MTCH), Vimeo Inc. (NASDAQ:VMEO), MGM Resorts International (NYSE:MGM), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Live Nation Entertainment, Inc. (NYSE:LYV), Angi Inc. (NASDAQ:ANGI), ZIM Integrated Shipping Services Ltd. (NYSE:ZIM), Walmart Inc. (NYSE:WMT), BP p.l.c. (NYSE:BP), CVS Health Corporation (NYSE:CVS), UnitedHealth Group Incorporated (NYSE:UNH), GXO Logistics Inc. (NYSE:GXO), XPO Logistics, Inc. (NYSE:XPO), Deutsche Post AG ADR (OTCMKTS:DPSGY), Dicks Sporting Goods Inc. (NYSE:DKS), Peloton Interactive (NASDAQ:PTON), Nike, Inc. (NYSE:NKE), Verizon Communications Inc. (NYSE:VZ), Crown Castle International (NYSE:CCI), T-Mobile US, Inc. (NASDAQ:TMUS), AT&T Inc. (NYSE:T), Microsoft Corporation (NASDAQ:MSFT), Generac Holdlings Inc. (NYSE:GNRC), NVIDIA Corporation (NASDAQ:NVDA), ASML Holding N.V. (NASDAQ:ASML), Korn/Ferry International (NYSE:KFY), AMN Healthcare Services Inc (NYSE:AMN), Home Depot, Inc. (The) (NYSE:HD), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), SVB Financial Group (NASDAQ:SIVB), Union Pacific Corporation (NYSE:UNP), Musti Group Oyj (HEL:MUSTI), Endava PLC – ADR (NYSE:DAVA), Sun* Inc. (TYO:4053), Volution Group PLC (LON:FAN), Impax Asset Management Group Plc (OTCMKTS:IPXAF), Pidilite Industries Limited (NSE:PIDILITIND), Apollo Hospitals Enterprise Limited (NSE:APOLLOHOSP), Proya Cosmetics Co Ltd. (SHA:603605), Estee Lauder Companies, Inc. (The) (NYSE:EL), L'Oreal SA (OTCMKTS:LRLCY), Sea Ltd. (NYSE:SE), Alibaba Group Holding Limited (NYSE:BABA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Fsn E-Commerce Ventures Ltd. (NSE:NYKAA), Cameco Corporation (NYSE:CCJ), Joint Stock Company National Atomic GDR (LON:59OT), Range Resources Corporation (NYSE:RRC), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Royal Dutch Shell PLC (NYSE:RDS/A), Pioneer Natural Resources Company (NYSE:PXD), Matador Resources Company (NYSE:MTDR), Diamondback Energy, Inc. (NASDAQ:FANG)
