Companies covered: Applied Materials, Inc. (NASDAQ:AMAT), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), The Charles Schwab Corporation (NYSE:SCHW), Alphabet Inc (NASDAQ:GOOG), FIRST REPUBLIC BANK (NYSE:FRC), Blackstone Inc. (NYSE:BX), Berkshire Hathaway Inc. (NYSE:BRK/A), Danaher Corporation (NYSE:DHR), Ashtead Group plc (LON:AHT), Fortress Transprtn and Infr Investrs LLC (NYSE:FTAI), Burford Capital Limited (NYSE:BUR), Zoetis Inc. (NYSE:ZTS), Pfizer, Inc. (NYSE:PFE), Air Products and Chemicals, Inc. (NYSE:APD), Johnson & Johnson (NYSE:JNJ), McCormick & Company, Incorporated (NYSE:MKC), Apple Inc. (NASDAQ:AAPL), Salesforce.com Inc (NYSE:CRM), Tesla Motors, Inc. (NASDAQ:TSLA), Alibaba Group Holding Limited (NYSE:BABA), Home Depot, Inc. (The) (NYSE:HD), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Amgen Inc. (NASDAQ:AMGN), TJX Companies, Inc. (The) (NYSE:TJX), Norwegian Cruise Line Holdings Ltd. (NASDAQ:NCLH), United Natural Foods, Inc. (NASDAQ:UNFI), Whole Foods Market, Inc. (NASDAQ:WFM), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Mylan Inc. (NASDAQ:MYL), Gilead Sciences, Inc. (NASDAQ:GILD), Biogen Inc. (NASDAQ:BIIB), Bioverativ Inc (NASDAQ:BIVV), Invesco Ltd. (NYSE:IVZ), Lam Research Corporation (NASDAQ:LRCX), Finisar Corporation (NASDAQ:FNSR), Microchip Technology Incorporated (NASDAQ:MCHP), ServiceNow, Inc. (NYSE:NOW), The Priceline Group Inc. (NASDAQ:PCLN), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), Just Energy Group, Inc. (NYSE:JE), UBS AG (NYSE:UBS), Boralex (TSE:BLX), Northland Power (TSE:NPI), Target Corporation (NYSE:TGT), CVS Health Corporation (NYSE:CVS), General Mills, Inc. (NYSE:GIS), Pepsico, Inc. (NASDAQ:PEP), Exxon Mobil Corporation (NYSE:XOM), Occidental Petroleum Corporation (NYSE:OXY), Royal Dutch Shell PLC (NYSE:RDS/A), AbbVie Inc. (NYSE:ABBV), Eaton Corporation, PLC (NYSE:ETN), United Parcel Service, Inc. (NYSE:UPS), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), CEPHEID (NASDAQ:CPHD), The Medicines Company (NASDAQ:MDCO), Sanofi (NYSE:SNY), athenahealth, Inc. (NASDAQ:ATHN), 3M Company (NYSE:MMM), Coca-Cola Company (The) (NYSE:KO), Nordstrom, Inc. (NYSE:JWN), Bristol-Myers Squibb Company (NYSE:BMY), Merck & Company, Inc. (NYSE:MRK), Cisco Systems, Inc. (NASDAQ:CSCO), U.S. Bancorp (NYSE:USB), CUI Global, Inc. (NASDAQ:CUI)
