Companies covered: Gilead Sciences, Inc. (NASDAQ:GILD), Royal Caribbean Cruises Ltd. (NYSE:RCL), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Southwest Airlines Company (NYSE:LUV), Unilever NV (NYSE:UL), Delphi Automotive plc (NYSE:DLPH), Kansas City Southern (NYSE:KSU), HDFC Bank Limited (NYSE:HDB), ICICI Bank Limited (NYSE:IBN), AIA Group Ltd. (HKG:1299), Gazprom PAO (OTCMKTS:OGZPY), Magnit PAO (MCX:MGNT), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Nabors Industries Ltd. (NYSE:NBR), Apache Corporation (NASDAQ:APA), Avon Products, Inc. (NYSE:AVP), Alcoa Inc. (NYSE:AA), Triumph Group, Inc. (NYSE:TGI), Raytheon Company (NYSE:RTN)