Companies covered: Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), RTX Corp. (Raytheon) (NYSE:RTX), GE Aerospace (General Electric Company) (NYSE:GE), Lockheed Martin Corporation (NYSE:LMT), L3Harris Technologies Inc. (NYSE:LHX), Northrop Grumman Corporation (NYSE:NOC), Transdigm Group Incorporated (NYSE:TDG), GE Vernova Inc. (NYSE:GEV), Delta Air Lines, Inc. (NYSE:DAL), Caterpillar, Inc. (NYSE:CAT), Deere & Company (NYSE:DE), Fortive Corp (NYSE:FTV), Infineon Technologies AG (OTCMKTS:IFNNY), TE Connectivity Ltd. (NYSE:TEL), Amphenol Corporation (NYSE:APH), Vertiv Holdings Co. (NYSE:VRT), Rolls-Royce Holding PLC (OTCMKTS:RYCEY), Parker-Hannifin Corporation (NYSE:PH), Eaton Corporation, PLC (NYSE:ETN), Honeywell International Inc. (NYSE:HON), United Technologies Corporation (NYSE:UTX), Renesas Electronics Corporation (OTCMKTS:RNECY), Delta Electronics, Inc. (OTCMKTS:DLEGF), Sandvik AB - ADR (OTCMKTS:SDVKY), MDA Space Ltd. (NYSE:MDA), Horizon Aircraft (NASDAQ:HOVRW), Momentus Inc. (NASDAQ:MNTS), Rocket Lab Corp. (NASDAQ:RKLB), Standex International Corporation (NYSE:SXI)
Companies covered: AT&T Inc. (NYSE:T), Comcast Corporation (NASDAQ:CMCSA), Verizon Communications Inc. (NYSE:VZ), Lumentum Holdings Inc (NASDAQ:LITE), Coherent, Inc. (NASDAQ:COHR), Ciena Corporation (NYSE:CIEN), Arista Networks, Inc. (NYSE:ANET), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Oracle Corporation (NYSE:ORCL), NVIDIA Corporation (NASDAQ:NVDA), Eutelsat Communications SA (OTCMKTS:ETCMY), Tesla Motors, Inc. (NASDAQ:TSLA), Rocket Lab Corp. (NASDAQ:RKLB), CenterPoint Energy, Inc. (NYSE:CNP), Entergy Corporation (NYSE:ETR), IDACORP, Inc. (NYSE:IDA), Sempra Energy (NYSE:SRE), DTE Energy Co. (NYSE:DTE), NiSource, Inc (NYSE:NI), Dominion Energy, Inc. (NYSE:D), Xcel Energy Inc. (NYSE:XEL), WEC Energy Group Inc (NYSE:WEC), Consolidated Edison Inc (NYSE:ED), NuScale Power Corp. (NYSE:SMR), Eversource Energy (NYSE:ES), Essential Utilities Inc. (NYSE:WTRG), NewJersey Resources Corporation (NYSE:NJR), Edison International (NYSE:EIX), Portland General Electric Company (NYSE:POR), American Superconductor Corporation (NASDAQ:AMSC), Baylin Technologies Inc. (OTCMKTS:BYLTF), DevvStream Corp. (NASDAQ:DEVS), Global Water Resources Inc. (NASDAQ:GWRS), Uniti Group (NASDAQ:UNIT), Vantage Corp. (NYSEAMERICAN:VNTG), WidePoint Corporation (NYSEAMERICAN:WYY)
Companies covered: Dow Inc. (NYSE:DOW), LyondellBasell Industries NV (NYSE:LYB), DuPont de Nemours Inc. (NYSE:DD), Entegris, Inc. (NASDAQ:ENTG), Tesla Motors, Inc. (NASDAQ:TSLA), Corteva Inc. (NYSE:CTVA), Bayer AG (ADR) (OTCMKTS:BAYRY), Nutrien Ltd. (NYSE:NTR), Mosaic Company (The) (NYSE:MOS), Albemarle Corporation (NYSE:ALB), FMC Corporation (NYSE:FMC), CRH PLC (NYSE:CRH), Owens Corning Inc (NYSE:OC), Carlisle Companies Incorporated (NYSE:CSL), MasterBrand Inc. (NYSE:MBC), Arcosa Inc. (NYSE:ACA), QXO, Inc. (NYSE:QXO), American Woodmark Corporation (NASDAQ:AMWD), Martin Marietta Materials, Inc. (NYSE:MLM), Armstrong World Industries Inc (NYSE:AWI), James Hardie Industries plc. (NYSE:JHX), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), CNH Industrial N.V. (NYSE:CNH), AGCO Corporation (NYSE:AGCO), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Toll Brothers Inc. (NYSE:TOL), Millrose Properties, Inc. (NYSE:MRP), NVR, Inc. (NYSE:NVR), Fortune Brands Innovations Inc. (NYSE:FBIN), Masco Corporation (NYSE:MAS), Johnson Controls, Inc. (NYSE:JCI), Carrier Global Corp. (NYSE:CARR), Trane Technologies PLC (NYSE:TT), Union Pacific Corporation (NYSE:UNP), Norfolk Southern Corporation (NYSE:NSC), Berkshire Hathaway Inc. (NYSE:BRK/A), CSX Corporation (NYSE:CSX), Sterling Infrastructure, Inc. (NASDAQ:STRL), Knife River Corp. (NYSE:KNF), Construction Partners Inc. (NASDAQ:ROAD), Vulcan Materials Company (NYSE:VMC), APi Group Corp. (NYSE:APG), Acuren Corp. (NYSE:TIC), Mohawk Industries, Inc. (NYSE:MHK), Interface, Inc. (NASDAQ:TILE), Louisiana-Pacific Corporation (NYSE:LPX), Home Depot, Inc. (The) (NYSE:HD), GMS Inc. (NYSE:GMS), Lowe's Companies, Inc. (NYSE:LOW), Core & Main Inc. (NYSE:CNM), Accsys Technologies PLC (OTCMKTS:ACSYF), Alto Ingredients Inc. (NASDAQ:ALTO), Avantium NV (OTCMKTS:AVTXF), Oil-Dri Corporation Of America (NYSE:ODC), SenesTech Inc. (NASDAQ:SNES), Trex Company, Inc. (NYSE:TREX), Worthington Steel Inc. (NYSE:WS)
Companies covered: Vertiv Holdings Co. (NYSE:VRT), Johnson Controls, Inc. (NYSE:JCI), Rockwell Automation, Inc. (NYSE:ROK), Eaton Corporation, PLC (NYSE:ETN), Trane Technologies PLC (NYSE:TT), Hexcel Corporation (NYSE:HXL), Heico Corporation (NYSE:HEI), Transdigm Group Incorporated (NYSE:TDG), Boeing Company (The) (NYSE:BA), Bombardier Inc (OTCMKTS:BDRBF), Huntington Ingalls Industries, Inc. (NYSE:HII), General Dynamics Corporation (NYSE:GD), Northrop Grumman Corporation (NYSE:NOC), Rheinmetall AG ADR (OTCMKTS:RNMBY), BAE Systems plc - ADR (OTCMKTS:BAESY), RTX Corp. (Raytheon) (NYSE:RTX), Airbus SE (OTCMKTS:EADSY), Honeywell International Inc. (NYSE:HON), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), StandardAero Inc. (NYSE:SARO), GE Aerospace (General Electric Company) (NYSE:GE), Lockheed Martin Corporation (NYSE:LMT), L3Harris Technologies Inc. (NYSE:LHX), ATI Inc. (NYSE:ATI), Howmet Aerospace (NYSE:HWM), Fincantieri SpA (OTCMKTS:FNCNF), Allient Inc. (Allied Motion Technologies, Inc.) (NASDAQ:ALNT), MSA Safety Incorporporated (NYSE:MSA)
Companies covered: Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), NRG Energy, Inc. (NYSE:NRG), Talen Energy Corp. (NASDAQ:TLN), Entergy Corporation (NYSE:ETR), WEC Energy Group Inc (NYSE:WEC), Alliant Energy Corporation (NYSE:LNT), IDACORP, Inc. (NYSE:IDA), PPL Corporation (NYSE:PPL), National Fuel Gas Company (NYSE:NFG), Sempra Energy (NYSE:SRE), NextEra Energy, Inc. (NYSE:NEE), Dominion Energy, Inc. (NYSE:D), BlackRock, Inc. (NYSE:BLK), Oklo Inc. (NYSE:OKLO), NuScale Power Corp. (NYSE:SMR), Exxon Mobil Corporation (NYSE:XOM), TechnipFMC plc (NYSE:FTI), Schlumberger N.V. (NYSE:SLB), Baker Hughes (NASDAQ:BKR), Palantir Technologies Inc. (NASDAQ:PLTR), 374Water Inc. (NASDAQ:SCWO), Berry Petroleum Corporation (NASDAQ:BRY), Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF), Itron, Inc. (NASDAQ:ITRI), Lifezone Metals Ltd. (NYSE:LZM), Westport Fuel Systems Inc. (NASDAQ:WPRT)
