Companies covered: General Mills, Inc. (NYSE:GIS), Motorola Solutions, Inc. (NYSE:MSI), T-Mobile US, Inc. (NASDAQ:TMUS), American Water Works (NYSE:AWK), Southern Company (The) (NYSE:SO), Wendy's Company (The) (NASDAQ:WEN), O’Reilly Automotive Inc. (NASDAQ:ORLY), Transdigm Group Incorporated (NYSE:TDG), McDonald's Corporation (NYSE:MCD), Alphabet Inc (NASDAQ:GOOG), Rivian Automotive Inc. (NASDAQ:RIVN), Microsoft Corporation (NASDAQ:MSFT), SVB Financial Group (NASDAQ:SIVBQ)