Companies covered: Tempur Sealy International, Inc. (NYSE:TPX), Qualys, Inc. (NASDAQ:QLYS), Globus Medical, Inc. (NYSE:GMED), DoubleVerify Holdings Inc. (NYSE:DV), Commercial Metals Company (NYSE:CMC), Vaalco Energy Inc (NYSE:EGY), Microsoft Corporation (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Texas Instruments Incorporated (NASDAQ:TXN), Walmart Inc. (NYSE:WMT), Camden Property Trust (NYSE:CPT), Digital Realty Trust, Inc. (NYSE:DLR), Crown Castle International (NYSE:CCI), ProLogis, Inc. (NYSE:PLD), NextEra Energy, Inc. (NYSE:NEE), Southern Company (The) (NYSE:SO), Eaton Corporation, PLC (NYSE:ETN), United Therapeutics Corporation (NASDAQ:UTHR), Albemarle Corporation (NYSE:ALB), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Globalfoundries Inc. (NASDAQ:GFS), Uber Technologies (NYSE:UBER), Atlanta Braves Holdings Inc. (NASDAQ: BATRK), Topgolf Callaway Brands Corp. (NYSE:MODG), Berkshire Hathaway Inc. (NYSE:BRK/A), Alphabet Inc (NASDAQ:GOOG), Caterpillar, Inc. (NYSE:CAT), Deere & Company (NYSE:DE), United Parcel Service, Inc. (NYSE:UPS), Veeva Systems Inc. (NYSE:VEEV), Edwards Lifesciences Corporation (NYSE:EW), Weis Markets, Inc. (NYSE:WMK), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Medtronic, Inc. (NYSE:MDT), Costco Wholesale Corporation (NASDAQ:COST), NVIDIA Corporation (NASDAQ:NVDA), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Procter & Gamble Company (The) (NYSE:PG), Target Corporation (NYSE:TGT), FANUC Ltd. Japan (ADR) (OTCMKTS:FANUY), Porsche Automobile Holding SE (OTCMKTS:POAHY), Volkswagen AG (ADR) (OTCMKTS:VWAGY), Yellow Corp. (OTCMKTS:YELLQ), Toast Inc. (NYSE:TOST), Daktronics, Inc. (NASDAQ:DAKT), Powell Industries, Inc. (NASDAQ:POWL), Gulf Island Fabrication, Inc. (NASDAQ:GIFI), Unifi, Inc. (NYSE:UFI), Heartland Express, Inc. (NASDAQ:HTLD), Hurco Companies, Inc. (NASDAQ:HURC)
