Companies covered: Williams Partners LP (NYSE:WPZ), ENERGY TRANSFER PARTNERS (NYSE:ETP), Kinder Morgan, Inc. (NYSE:KMI), VEREIT, Inc. (NYSE:VER), First Data Corp (NYSE:FDC), MKS Instruments, Inc. (NASDAQ:MKSI), Patrick Industries, Inc. (NASDAQ:PATK), Samsung Electronics Co Ltd (KRX:005930), Apple Inc. (NASDAQ:AAPL), Applied Materials, Inc. (NASDAQ:AMAT), Lam Research Corporation (NASDAQ:LRCX), Newport Corporation (NASDAQ:NEWP), Ultra Clean Holdings, Inc. (NASDAQ:UCTT), Brooks Automation, Inc. (NASDAQ:BRKS), Entegris, Inc. (NASDAQ:ENTG), Cabot Microelectronics Corporation (NASDAQ:CCMP), Johnson & Johnson (NYSE:JNJ), Smith (A.O.) Corporation (NYSE:AOS), American International Group, Inc. (NYSE:AIG), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Fairfax Financial Holdings Ltd. (TSE:FFH), Birchcliff Energy Ltd. (TSE:BIR), Exxon Mobil Corporation (NYSE:XOM), CSX Corporation (NYSE:CSX), Facebook, Inc. (NASDAQ:FB), Broadcom Ltd (NASDAQ:AVGO), Zebra Technologies Corporation (NASDAQ:ZBRA), Motorola Solutions, Inc. (NYSE:MSI), Amazon.com, Inc. (NASDAQ:AMZN), Dillard's, Inc. (NYSE:DDS), Kohl's Corporation (NYSE:KSS), Macy's Inc (NYSE:M), CECO Environmental Corp. (NASDAQ:CECE), Ingersoll-Rand plc (Ireland) (NYSE:IR), Keysight Technologies Inc. (NYSE:KEYS), Agilent Technologies, Inc. (NYSE:A)
