Companies covered: Stride Inc. (NYSE:LRN), Shift4 Payments Inc. (NYSE:FOUR), Lantheus Holdings Inc. (NASDAQ:LNTH), CECO Environmental Corp. (NASDAQ:CECO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Waystar Holding Corp. (NASDAQ:WAY), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Teledyne Technologies Incorporated (NYSE:TDY), Vertex, Inc. (NASDAQ:VERX), Modine Manufacturing Company (NYSE:MOD), Generac Holdlings Inc. (NYSE:GNRC), Caterpillar, Inc. (NYSE:CAT), Cummins Inc. (NYSE:CMI), Murphy USA Inc. (NYSE:MUSA), Extreme Networks, Inc. (NASDAQ:EXTR), Cisco Systems, Inc. (NASDAQ:CSCO), Hewlett Packard Enterprise Co (NYSE:HPE), Oshkosh Corporation (NYSE:OSK), Live Oak Bancshares Inc (NASDAQ:LOB), Snowflake Inc. (NYSE:SNOW), Teradata Corporation (NYSE:TDC), Oracle Corporation (NYSE:ORCL), Curtiss-Wright Corporation (NYSE:CW), Carpenter Technology Corporation (NYSE:CRS), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Evercore Partners Inc (NYSE:EVR), CBRE Group, Inc. (NYSE:CBRE), Rockwell Automation, Inc. (NYSE:ROK), Robinhood Markets Inc. (NASDAQ:HOOD), SanDisk Corporation (NASDAQ:SNDK), KLA-Tencor Corporation (NASDAQ:KLAC), Teradyne, Inc. (NYSE:TER), Lam Research Corporation (NASDAQ:LRCX), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Guidewire Software, Inc. (NYSE:GWRE), CMS Energy Corporation (NYSE:CMS), Brookfield Renewable Corp. (NYSE:BEPC), Realty Income Corporation (NYSE:O), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Navitas Semiconductor Corp. (NASDAQ:NVTS), BWX Technologies, Inc. (NYSE:BWXT), Oklo Inc. (NYSE:OKLO), Oceaneering International, Inc. (NYSE:OII), NVR, Inc. (NYSE:NVR), Carlisle Companies Incorporated (NYSE:CSL), Trimble Navigation Limited (NASDAQ:TRMB), Q2 Holdings, Inc. (NYSE:QTWO), West Pharmaceuticals Services Inc. (NYSE:WST), Solaris Energy Infrastructure (NYSE:SEI), Ascendis Pharma A/S (NASDAQ:ASND), Argenx SE (ADR) (NASDAQ:ARGX), West Pharmaceutical Services, Inc. (NYSE:WST), Guardant Health Inc. (NASDAQ:GH), Lattice Semiconductor Corporation (NASDAQ:LSCC), Entegris, Inc. (NASDAQ:ENTG), Comfort Systems USA, Inc. (NYSE:FIX), RBC Bearings Incorporated (NYSE:RBC), Woodward, Inc. (NASDAQ:WWD), Coherent, Inc. (NASDAQ:COHR), Viking Holdings Ltd. (NYSE:VIK), Spotify Technology SA (NYSE:SPOT), APi Group Corp. (NYSE:APG), Twist Bioscience Corp. (NASDAQ:TWST), Agilent Technologies, Inc. (NYSE:A), Keysight Technologies Inc. (NYSE:KEYS), Waste Connections, Inc. (NYSE:WCN), Rocket Companies Inc. (NYSE:RKT), Mettler-Toledo International, Inc. (NYSE:MTD), UL Solutions Inc. (NYSE:ULS), Veeva Systems Inc. (NYSE:VEEV), nVent Electric PLC (NYSE:NVT), Charles River Laboratories International, Inc. (NYSE:CRL), Avery Dennison Corporation (NYSE:AVY), UMB Financial Corporation (NASDAQ:UMBF)
Companies covered: Bunge Global SA (NYSE:BG), CF Industries Holdings, Inc. (NYSE:CF), Deere & Company (NYSE:DE), Vertiv Holdings Co. (NYSE:VRT), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Shoals Technologies Group Inc. (NASDAQ:SHLS), First Solar, Inc. (NASDAQ:FSLR), On Holding AG (NYSE:ONON), Alphabet Inc (NASDAQ:GOOG), JPMorgan Chase & Co. (NYSE:JPM), Bank Of New York Mellon Corporation (The) (NYSE:BNY), Microsoft Corporation (NASDAQ:MSFT), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Amazon.com, Inc. (NASDAQ:AMZN), Micron Technology, Inc. (NASDAQ:MU), CMS Energy Corporation (NYSE:CMS), Waste Management, Inc. (NYSE:WM), Coca-Cola Company (The) (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Boston Scientific Corporation (NYSE:BSX), CBRE Group, Inc. (NYSE:CBRE), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Amphenol Corporation (NYSE:APH), Intuit Inc. (NASDAQ:INTU), Oracle Corporation (NYSE:ORCL), Reinsurance Group of America, Incorporated (NYSE:RGA), Progressive Corporation (The) (NYSE:PGR), Intuitive Surgical, Inc. (NASDAQ:ISRG), Eaton Corporation, PLC (NYSE:ETN), Rockwell Automation, Inc. (NYSE:ROK), Steel Dynamics, Inc. (NASDAQ:STLD), Cummins Inc. (NYSE:CMI)
Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Southern Company (The) (NYSE:SO), Energy Transfer LP (NYSE:ET), Cheniere Energy, Inc. (NYSE:LNG), Cheniere Energy Partners, LP (NYSE:CQP), NextEra Energy, Inc. (NYSE:NEE), Microsoft Corporation (NASDAQ:MSFT), Tesla Motors, Inc. (NASDAQ:TSLA), Marvell Technology Group Ltd. (NASDAQ:MRVL), Oracle Corporation (NYSE:ORCL), Williams Companies, Inc. (The) (NYSE:WMB), Venture Global, Inc (NYSE:VG), NextDecade Corporation (NASDAQ:NEXT), Targa Resources Corp. (NYSE:TRGP), Plains All American Pipeline, L.P. (NYSE:PAA), USA Compression Partners, LP (NYSE:USAC), Kinder Morgan, Inc. (NYSE:KMI), RWE AG (ADR) (OTCMKTS:RWEOY), Enel S.p.A. ADS (OTCMKTS:ENLAY), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Endesa ADR (OTCMKTS:ELEZY), SSE PLC (OTCMKTS:SSEZY), AEP Industries Inc. (NASDAQ:AEPI), Clearway Energy Inc. (NYSE:CWEN), Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI), PG&E Corporation (NYSE:PCG), DT Midstream Inc. (NYSE:DTM), Enterprise Products Partners L.P. (NYSE:EPD), Caterpillar, Inc. (NYSE:CAT), MPLX LP (NYSE:MPLX), Seagate Technology. (NASDAQ:STX), Arista Networks, Inc. (NYSE:ANET), Vertiv Holdings Co. (NYSE:VRT), Riot Blockchain Inc. (NASDAQ:RIOT), Hut 8 Corp. (NASDAQ:HUT), Iris Energy Ltd. (NASDAQ:IREN), Dell Technologies (NYSE:DELL), Quanta Services, Inc. (NYSE:PWR), Primoris Services Corporation (NASDAQ:PRIM), GE Vernova Inc. (NYSE:GEV), Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), NRG Energy, Inc. (NYSE:NRG), Cameco Corporation (NYSE:CCJ), Entergy Corporation (NYSE:ETR), Reaves Utility Income Fund (NYSEAMERICAN:UTG), Xylem Inc. (NYSE:XYL), Veolia Environnement SA (OTCMKTS:VEOEY), Lindsay Corporation (NYSE:LNN), CF Industries Holdings, Inc. (NYSE:CF), Eaton Corporation, PLC (NYSE:ETN), First Solar, Inc. (NASDAQ:FSLR), NXG NextGen Infrastructure Income Fund (NYSE:NXG), NXG Cushing Midstream Energy Fund (NYSE:SRV), Bloom Energy Corp. (NYSE:BE), MasTec, Inc. (NYSE:MTZ)
Companies covered: Oil-Dri Corporation Of America (NYSE:ODC), Sprott Inc. (NYSE:SII), Postal Realty Trust (NYSE:PSTL), LSI Industries Inc. (NASDAQ:LYTS), The Hackett Group, Inc. (NASDAQ:HCKT), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Devon Energy Corporation (NYSE:DVN), BP p.l.c. (NYSE:BP), Shell PLC (NYSE:SHEL), TotalEnergies SE (NYSE:TTE), Boeing Company (The) (NYSE:BA), Elevance Health Inc. (NYSE:ELV), Colgate-Palmolive Company (NYSE:CL), MetLife, Inc. (NYSE:MET), Heico Corporation (NYSE:HEI), LeMaitre Vascular, Inc. (NASDAQ:LMAT), Nike, Inc. (NYSE:NKE), Nasdaq Inc (NASDAQ:NDAQ), Phillips 66 (NYSE:PSX), ONEOK, Inc. (NYSE:OKE), Constellation Energy Corp. (NASDAQ:CEG), NextEra Energy, Inc. (NYSE:NEE), Automatic Data Processing, Inc. (NASDAQ:ADP), Intuit Inc. (NASDAQ:INTU), Microsoft Corporation (NASDAQ:MSFT), NVIDIA Corporation (NASDAQ:NVDA), TJX Companies, Inc. (The) (NYSE:TJX), Enbridge Inc (NYSE:ENB), Wells Fargo & Company (NYSE:WFC), JPMorgan Chase & Co. (NYSE:JPM), Morgan Stanley (NYSE:MS), Starbucks Corporation (NASDAQ:SBUX), Estee Lauder Companies, Inc. (The) (NYSE:EL)
Companies covered: Alphabet Inc (NASDAQ:GOOG), Microsoft Corporation (NASDAQ:MSFT), Philip Morris International Inc (NYSE:PM), British American Tobacco PLC (ADR) (NYSE:BTI), Aon plc (NYSE:AON), Marsh & McLennan Companies, Inc. (NYSE:MMC), American International Group, Inc. (NYSE:AIG), FirstService Corp (NASDAQ:FSV), McDonald's Corporation (NYSE:MCD), Arcos Dorados Holdings Inc. (NYSE:ARCO), RTX Corp. (Raytheon) (NYSE:RTX), Parker-Hannifin Corporation (NYSE:PH), Lockheed Martin Corporation (NYSE:LMT), Johnson & Johnson (NYSE:JNJ), Amgen Inc. (NASDAQ:AMGN), Berkshire Hathaway Inc. (NYSE:BRK/A), Progressive Corporation (The) (NYSE:PGR), Monster Beverage Corporation (NASDAQ:MNST), Costco Wholesale Corporation (NASDAQ:COST), Lincoln Educational Services Corporation (NASDAQ:LINC), Coca-Cola HBC AG – ADR (OTCMKTS:CCHGY), Coca-Cola Company (The) (NYSE:KO), Adobe Systems Incorporated (NASDAQ:ADBE), Nintendo Co., Ltd (ADR) (OTCMKTS:NTDOY), Pepsico, Inc. (NASDAQ:PEP), Tidewater Inc. (NYSE:TDW), Delek US Holdings, Inc. (NYSE:DK), Roku Inc. (NASDAQ:ROKU), Sinclair Broadcast Group, Inc. (NASDAQ:SBGI), Netflix, Inc. (NASDAQ:NFLX), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), T-Mobile US, Inc. (NASDAQ:TMUS), Warrior Met Coal, Inc. (NYSE:HCC), Nike, Inc. (NYSE:NKE), Booking Holdings (NASDAQ:BKNG), On Holding AG (NYSE:ONON), Deckers Outdoor Corporation (NYSE:DECK)
