Research Coverage

Company Symbol Industry/Sector Analyst
Zurn Elkay Water Solutions Corporation ZWS Industrial - Flow & Motion Solutions Michael Halloran, CFA
Zuora, Inc. ZUO Technology & Services - Software & SaaS Rob Oliver
Zscaler, Inc. ZS Technology & Services - Security and Infrastructure Software Shrenik Kothari
Zoom Video Communications, Inc. ZM Technology & Services - Cloud Software William Power, CFA
Zions Bancorporation ZION Financial Institutions - US Banks David George, CFA
Zimmer Biomet Holdings, Inc. ZBH Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Zebra Technologies Corporation ZBRA Industrial - Advanced Industrial Equipment Robert Mason, CFA
YUM! Brands, Inc. YUM Consumer / Retail - Restaurants David Tarantino, CFA
Yeti Holdings, Inc. YETI Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Yelp, Inc. YELP Technology & Services - Internet Colin Sebastian
Xylem Inc. XYL Industrial - Flow & Motion Solutions Michael Halloran, CFA
Xponential Fitness, Inc. XPOF Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Xenon Pharmaceuticals Inc. XENE Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Xenia Hotels & Resorts, Inc. XHR Real Estate - Real Estate: Hotel REITs Michael Bellisario
Wyndham Hotels & Resorts, Inc. WH Consumer / Retail - Global Hotel Brands Michael Bellisario
Workiva, Inc. WK Technology & Services - Software & SaaS Rob Oliver
Workday, Inc. WDAY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Wolverine World Wide, Inc. WWW Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
WNS (Holdings) Limited WNS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
WM WM Industrial - Environmental Services David Manthey, CFA
Wix.com Ltd. WIX Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Winnebago Industries, Inc. WGO Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
Wingstop, Inc. WING Consumer / Retail - Restaurants David Tarantino, CFA
WillScot Mobile Mini Holdings WSC Technology & Services - Facility Services Andrew Wittmann, CFA
Willis Towers Watson Public Ltd. Co. WTW Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Williams-Sonoma, Inc. WSM Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
WEX Inc. WEX Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Western Digital Corporation WDC Technology & Services - Storage Tristan Gerra
WESCO International, Inc. WCC Industrial - Industrial Distribution David Manthey, CFA
Werner Enterprises, Inc. WERN Industrial - Transportation/Logistics Garrett Holland, CFA
Welltower Inc. WELL Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Wells Fargo & Company WFC Financial Institutions - US Banks David George, CFA
Wayfair Inc. W Technology & Services - Internet Colin Sebastian
Watts Water Technologies, Inc. WTS Industrial - Flow & Motion Solutions Michael Halloran, CFA
Watsco, Inc. WSO Industrial - Industrial Distribution David Manthey, CFA
Waters Corporation WAT Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Warby Parker Inc. WRBY Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Walmart Inc. WMT Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Wallbox N.V. Class A WBX Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Voyager Therapeutics, Inc. VYGR Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Vor Biopharma, Inc. VOR Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Vontier Corporation VNT Industrial - Advanced Industrial Equipment Robert Mason, CFA
Visteon Corporation VC Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Visa Inc. V Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
VICI Properties Inc. VICI Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
Vestis Corporation VSTS Technology & Services - Facility Services Andrew Wittmann, CFA
Vertex Pharmaceuticals, Incorporated VRTX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Verra Mobility Corporation VRRM Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Verisk Analytics, Inc. VRSK Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
VeriSign Inc. VRSN Technology & Services - Software & SaaS Rob Oliver
Veralto Corporation VLTO Industrial - Flow & Motion Solutions Michael Halloran, CFA
Ventas, Inc. VTR Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Veeva Systems Inc. VEEV Technology & Services - Vertical Software Joe Vruwink, CFA
Varonis Systems, Inc. VRNS Technology & Services - Security and Infrastructure Software Shrenik Kothari
V.F. Corporation VFC Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Urban Outfitters, Inc. URBN Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Universal Health Services, Inc. UHS Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
UnitedHealth Group Inc. UNH Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
United Rentals Inc. URI Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
United Parcel Service, Inc. UPS Industrial - Transportation/Logistics Garrett Holland, CFA
Union Pacific Corporation UNP Industrial - Transportation/Logistics Garrett Holland, CFA
UniFirst Corporation UNF Technology & Services - Facility Services Andrew Wittmann, CFA
Under Armour, Inc.-Class A UAA Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Ultragenyx Pharmaceutical, Inc. RARE Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Ulta Beauty Inc. ULTA Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
UL Solutions Inc. ULS Industrial - Industrial Services Andrew Wittmann, CFA
UDR, Inc. UDR Real Estate - Real Estate: Apartments Wesley Golladay, CFA
Udemy, Inc. UDMY Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
U.S. Bancorp USB Financial Institutions - US Banks David George, CFA
Tyler Technologies, Inc. TYL Technology & Services - Software & SaaS Rob Oliver
Twist Bioscience Corporation TWST Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Twilio, Inc. TWLO Technology & Services - Cloud Software William Power, CFA
Truist Financial Corporation TFC Financial Institutions - US Banks David George, CFA
TrueBlue, Inc. TBI Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Triumph Group, Inc. TGI Industrial - Aerospace & Defense Peter Arment
Trimble Inc. TRMB Industrial - Advanced Industrial Equipment Robert Mason, CFA
Trex Company, Inc. TREX Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
TransUnion TRU Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
TransDigm Group Incorporated TDG Industrial - Aerospace & Defense Peter Arment
Trane Technologies TT Industrial - Building Products-Commercial Timothy Wojs, CFA
Traeger, Inc. COOK Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Tractor Supply Company TSCO Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Toast, Inc. TOST Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
TJX Companies, Inc. TJX Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Titan Machinery Inc. TITN Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Thryv Holdings, Inc. THRY Technology & Services - Software & SaaS Rob Oliver
Thoughtworks Holding, Inc. TWKS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Thor Industries THO Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
Thermo Fisher Scientific TMO Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
The Trade Desk, Inc. TTD Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
The Toro Company TTC Industrial - Building Products-Commercial Timothy Wojs, CFA
The RealReal, Inc. REAL Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
The Home Depot, Inc. HD Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
The Gap, Inc. GPS Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
The Cooper Companies COO Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
The Cheesecake Factory Incorporated CAKE Consumer / Retail - Restaurants David Tarantino, CFA
The Boeing Company BA Industrial - Aerospace & Defense Peter Arment
The Beachbody Company, Inc. BODI Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
The AZEK Company Inc. AZEK Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Textron Inc. TXT Industrial - Aerospace & Defense Peter Arment
Texas Roadhouse, Inc. TXRH Consumer / Retail - Restaurants David Tarantino, CFA
Texas Instruments, Incorporated TXN Technology & Services - Semiconductor Components Tristan Gerra
Tetra Tech, Inc. TTEK Industrial - Engineering & Construction Andrew Wittmann, CFA
Tesla, Inc. TSLA Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Terreno Realty Corporation TRNO Real Estate - Real Estate: Industrial Nicholas Thillman
Terex Corporation TEX Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Teradyne, Inc. TER Industrial - Advanced Industrial Equipment Robert Mason, CFA
Tenet Healthcare Corporation THC Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
TELUS International Holding Corp. TIXT Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Teladoc Health, Inc. TDOC Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Tecnoglass Inc. TGLS Industrial - Building Products Timothy Wojs, CFA
Techtronic Industries Co. Ltd 669-HK Industrial - Building Products Timothy Wojs, CFA
TE Connectivity Ltd. TEL Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Taysha Gene Therapies, Inc. TSHA Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
TaskUs, Inc. TASK Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Target Corporation TGT Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Tapestry, Inc. TPR Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Tandem Diabetes Care, Inc. TNDM Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Take-Two Interactive Software, Inc. TTWO Technology & Services - Interactive Entertainment Colin Sebastian
Synopsys, Inc. SNPS Technology & Services - Vertical Software Joe Vruwink, CFA
Symbotic Inc. SYM Industrial - Advanced Industrial Equipment Robert Mason, CFA
Sunstone Hotel Investors, Inc. SHO Real Estate - Real Estate: Hotel REITs Michael Bellisario
SunPower Corporation SPWR Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Sunnova Energy International, Inc. NOVA Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Sun Communities, Inc. SUI Real Estate - Real Estate: Manufactured Housing Wesley Golladay, CFA
Summit Hotel Properties, Inc. INN Real Estate - Real Estate: Hotel REITs Michael Bellisario
Stryker Corporation SYK Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
STMicroelectronics N.V. STM Technology & Services - Semiconductor Components Tristan Gerra
Sterling Check Corp. STER Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Stericycle, Inc. SRCL Industrial - Environmental Services David Manthey, CFA
Starbucks Corporation SBUX Consumer / Retail - Restaurants David Tarantino, CFA
Stanley Black & Decker, Inc. SWK Industrial - Building Products Timothy Wojs, CFA
STAG Industrial Inc. STAG Real Estate - Real Estate: Industrial Nicholas Thillman
Squarespace, Inc. SQSP Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Spyre Therapeutics, Inc. SYRE Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
SPS Commerce, Inc. SPSC Technology & Services - Vertical Software Joe Vruwink, CFA
Sprout Social, Inc. SPT Technology & Services - Software & SaaS Rob Oliver
Spotify Technology S.A. SPOT Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Sportsman's Warehouse Holdings, Inc. SPWH Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
Spirit AeroSystems Holdings, Inc. SPR Industrial - Aerospace & Defense Peter Arment
Spire Global SPIR Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Sonoco Products Co SON Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Soleno Therapeutics, Inc. SLNO Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
SolarWinds Corporation SWI Technology & Services - Software & SaaS Rob Oliver
Snowflake Inc. SNOW Technology & Services - Cloud Software William Power, CFA
Snap-on Incorporated SNA Industrial - Vehicle Technology & Mobility Luke Junk, CFA
SL Green Realty Corp. SLG Real Estate - Real Estate: Office * Suspended Coverage
Skyworks Solutions, Inc. SWKS Technology & Services - Semiconductor Components Tristan Gerra
SiteOne Landscape Supply, Inc. SITE Industrial - Industrial Distribution David Manthey, CFA
Simpson Manufacturing SSD Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Simmons First National Corporation SFNC Financial Institutions - US Banks David George, CFA
Silgan Holdings Inc. SLGN Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Shopify Inc. SHOP Technology & Services - Internet Colin Sebastian
Sherwin-Williams Co. SHW Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Shake Shack, Inc. SHAK Consumer / Retail - Restaurants David Tarantino, CFA
ServiceNow, Inc. NOW Technology & Services - Software & SaaS Rob Oliver
Sensient Technologies Corporation SXT Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Sensata Technologies Holding plc ST Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Semtech Corporation SMTC Technology & Services - Semiconductor Components Tristan Gerra
Sealed Air Corporation SEE Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Seagate Technology STX Technology & Services - Storage Tristan Gerra
Schneider National, Inc. SNDR Industrial - Transportation/Logistics Garrett Holland, CFA
Savers Value Village, Inc. SVV Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Sarepta Therapeutics SRPT Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Salesforce.com, Inc. CRM Technology & Services - Software & SaaS Rob Oliver
SAGE Therapeutics, Inc SAGE Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Sabra Healthcare REIT Inc. SBRA Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
S&P Global SPGI Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Ryder System, Inc. R Industrial - Transportation/Logistics Garrett Holland, CFA
RumbleOn Inc. RMBL Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
RTX RTX Industrial - Aerospace & Defense Peter Arment
RPM International Inc. RPM Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Ross Stores, Inc. ROST Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Roper Technologies, Inc. ROP Technology & Services - Vertical Software Joe Vruwink, CFA
Roku, Inc. ROKU Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Rocky Brands, Inc. RCKY Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Rockwell Automation, Inc. ROK Industrial - Advanced Industrial Equipment Robert Mason, CFA
Robert Half International RHI Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
RLJ Lodging Trust RLJ Real Estate - Real Estate: Hotel REITs Michael Bellisario
Rivian Automotive, Inc. RIVN Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
RingCentral, Inc. RNG Technology & Services - Cloud Software William Power, CFA
RH, Inc. RH Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Rexford Industrial Realty Inc. REXR Real Estate - Real Estate: Industrial Nicholas Thillman
Revvity, Inc. RVTY Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Revolve Group Inc. RVLV Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
REV Group, Inc. REVG Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Retail Opportunity Investments Corp. ROIC Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
Restaurant Brands International Inc QSR Consumer / Retail - Restaurants David Tarantino, CFA
Resources Connection, Inc. RGP Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Republic Services Inc. RSG Industrial - Environmental Services David Manthey, CFA
Reneo Pharmaceuticals, Inc. RPHM Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Regions Financial Corp. RF Financial Institutions - US Banks David George, CFA
REGENXBIO Inc. RGNX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Regeneron Pharmaceuticals REGN Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Regency Centers Corporation REG Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
Regal Rexnord Corporation RRX Industrial - Flow & Motion Solutions Michael Halloran, CFA
Reddit, Inc. RDDT Technology & Services - Internet Colin Sebastian
Realty Income Corporation O Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
RB Global, Inc. RBA Industrial - Auto Services & Marketplaces Craig Kennison, CFA
Rapid7 Inc. RPD Technology & Services - Security and Infrastructure Software Shrenik Kothari
Ranpak Holdings Corp. PACK Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
R1 RCM Inc. RCM Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Quest Diagnostics, Inc. DGX Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
QuantumScape Corp. QS Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Quanta Services Inc. PWR Industrial - Engineering & Construction Justin Hauke
Qualys, Inc. QLYS Technology & Services - Security and Infrastructure Software Shrenik Kothari
Qualcomm Incorporated QCOM Technology & Services - Semiconductor Components Tristan Gerra
QIAGEN N.V. QGEN Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Q2 Holdings, Inc. QTWO Technology & Services - Vertical Software Joe Vruwink, CFA
PTC Inc. PTC Technology & Services - Vertical Software Joe Vruwink, CFA
PROS Holdings, Inc. PRO Technology & Services - Software & SaaS Rob Oliver
Prologis Inc. PLD Real Estate - Real Estate: Industrial Nicholas Thillman
Privia Health Group, Inc. PRVA Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Premier, Inc. PINC Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Praxis Precision Medicines, Inc. PRAX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
PPG Industries, Inc. PPG Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
PowerSchool Holdings, Inc. PWSC Technology & Services - Vertical Software Joe Vruwink, CFA
Portillo's, Inc. PTLO Consumer / Retail - Restaurants David Tarantino, CFA
Pool Corporation POOL Industrial - Industrial Distribution David Manthey, CFA
Polaris Inc. PII Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
PNC Financial Services Group, Inc. PNC Financial Institutions - US Banks David George, CFA
Plymouth Industrial REIT, Inc. PLYM Real Estate - Real Estate: Industrial Nicholas Thillman
Playtika Holding Corp. PLTK Technology & Services - Interactive Entertainment Colin Sebastian
Planet Fitness, Inc. PLNT Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Pinterest Inc. PINS Technology & Services - Internet Colin Sebastian
Piedmont Office Realty Trust Inc. PDM Real Estate - Real Estate: Office Nicholas Thillman
Phreesia, Inc. PHR Technology & Services - Vertical Software Joe Vruwink, CFA
Petco Health + Wellness Company, Inc. WOOF Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Penumbra, Inc. PEN Healthcare / Life Sciences - Medical Technology David Rescott
Pentair plc PNR Industrial - Flow & Motion Solutions Michael Halloran, CFA
Peloton Interactive, Inc. PTON Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Pebblebrook Hotel Trust PEB Real Estate - Real Estate: Hotel REITs Michael Bellisario
PayPal Holdings, Inc. PYPL Technology & Services - Internet Colin Sebastian
Paymentus Holdings, Inc. PAY Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Paylocity Holding Corp. PCTY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Paycor HCM, Inc. PYCR Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Paycom Software, Inc. PAYC Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Paychex, Inc. PAYX Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Patterson Companies, Inc. PDCO Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Patrick Industries, Inc. PATK Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
Parsons Corporation PSN Industrial - Engineering & Construction Andrew Wittmann, CFA
Parker Hannifin Corporation PH Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Palo Alto Networks, Inc. PANW Technology & Services - Security and Infrastructure Software Shrenik Kothari
PagerDuty Inc. PD Technology & Services - Software & SaaS Rob Oliver
Pactiv Evergreen, Inc. PTVE Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Owens & Minor, Inc. OMI Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Oshkosh Corporation OSK Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Oscar Health, Inc. OSCR Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
ORIC Pharmaceuticals, Inc. ORIC Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
OPENLANE KAR Industrial - Auto Services & Marketplaces Craig Kennison, CFA
OneWater Marine Inc. ONEW Consumer / Retail - Consumer: Marine Craig Kennison, CFA
ON24, Inc. ONTF Technology & Services - Software & SaaS Rob Oliver
ON Semiconductor ON Technology & Services - Semiconductor Components Tristan Gerra
On Holding AG ONON Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Omega Healthcare Investors, Inc. OHI Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Old Dominion Freight Line, Inc. ODFL Industrial - Transportation/Logistics Garrett Holland, CFA
Okta, Inc. OKTA Technology & Services - Security and Infrastructure Software Shrenik Kothari
O-I Glass, Inc. OI Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Oculis SA OCS Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Ocular Therapeutix, Inc. OCUL Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Nyxoah SA NYXH-BE Healthcare / Life Sciences - Medical Technology David Rescott
NVIDIA Corporation NVDA Technology & Services - Semiconductor Components Tristan Gerra
NV5 Global, Inc. NVEE Industrial - Engineering & Construction Andrew Wittmann, CFA
Nuvalent, Inc. NUVL Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Nurix Therapeutics, Inc. NRIX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Novanta Inc. NOVT Industrial - Advanced Industrial Equipment Robert Mason, CFA
Northrop Grumman Corporation NOC Industrial - Aerospace & Defense Peter Arment
Norfolk Southern Corporation NSC Industrial - Transportation/Logistics Garrett Holland, CFA
Nordson Corporation NDSN Industrial - Flow & Motion Solutions Michael Halloran, CFA
NNN REIT, Inc. NNN Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
Nikola Corporation NKLA Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
NIKE, Inc. NKE Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Nextracker, Inc. NXT Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Nevro Corp. NVRO Healthcare / Life Sciences - Medical Technology David Rescott
Neurocrine Biosciences, Inc. NBIX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
NETSTREIT Corp. NTST Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
Netflix, Inc. NFLX Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
nCino, Inc. NCNO Technology & Services - Vertical Software Joe Vruwink, CFA
Navitas Semiconductor NVTS Technology & Services - Semiconductor Components Tristan Gerra
National Storage Affiliates Trust NSA Real Estate - Real Estate: Storage Wesley Golladay, CFA
Natera, Inc. NTRA Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
NanoString Technologies, Inc. NSTG Healthcare / Life Sciences - Life Sciences & Diagnostics * Suspended Coverage
MYR Group Inc. MYRG Industrial - Engineering & Construction Justin Hauke
Mueller Water Products, Inc. MWA Industrial - Flow & Motion Solutions Michael Halloran, CFA
MSC Industrial Direct Co., Inc. MSM Industrial - Industrial Distribution David Manthey, CFA
MSA Safety Incorporated MSA Industrial - Advanced Industrial Equipment Robert Mason, CFA
MP Materials Corp. MP Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Moody's Corporation MCO Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
MongoDB, Inc. MDB Technology & Services - Cloud Software William Power, CFA
Molina Healthcare, Inc. MOH Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Mohawk Industries, Inc. MHK Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Model N, Inc. MODN Technology & Services - Vertical Software Joe Vruwink, CFA
Mobileye Global Inc. MBLY Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Mister Car Wash, Inc. MCW Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
Mirum Pharmaceuticals, Inc. MIRM Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
MiNK Therapeutics, Inc. INKT Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Mind Medicine, Inc. MNMD Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Middlesex Water Company Inc. MSEX Industrial - Sustainable Energy and Mobility Davis Sunderland
Middleby Corporation MIDD Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Mid-America Apartment Communities MAA Real Estate - Real Estate: Apartments Wesley Golladay, CFA
Micron Technology, Inc. MU Technology & Services - Semiconductor Components Tristan Gerra
Mettler-Toledo International Inc. MTD Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Methode Electronics, Inc. MEI Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Meta Platforms, Inc. META Technology & Services - Internet Colin Sebastian
Mersana Therapeutics, Inc. MRSN Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Mercury Systems, Inc. MRCY Industrial - Aerospace & Defense Peter Arment
Medtronic, Inc. MDT Healthcare / Life Sciences - Medical Technology David Rescott
Medpace Holdings, Inc. MEDP Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
McKesson Corporation MCK Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
McDonald's Corporation MCD Consumer / Retail - Restaurants David Tarantino, CFA
Mayville Engineering Company, Inc. MEC Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Match Group, Inc. MTCH Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
MasterCraft Boat Holdings, Inc. MCFT Consumer / Retail - Consumer: Marine Craig Kennison, CFA
MasterCard Incorporated MA Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
MasTec, Inc. MTZ Industrial - Engineering & Construction Justin Hauke
Masco Corporation MAS Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Marriott International, Inc. MAR Consumer / Retail - Global Hotel Brands Michael Bellisario
Marinus Pharmaceuticals, Inc. MRNS Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Maravai LifeSciences Holdings, Inc MRVI Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
ManpowerGroup MAN Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Manitowoc Company Inc. MTW Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Manhattan Associates, Inc. MANH Technology & Services - Vertical Software Joe Vruwink, CFA
Malibu Boats, Inc. MBUU Consumer / Retail - Consumer: Marine Craig Kennison, CFA
M&T Bank Corp. MTB Financial Institutions - US Banks David George, CFA
Luminar Technologies, Inc. LAZR Technology & Services - Semiconductor Components Tristan Gerra
lululemon athletica inc. LULU Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Lucid Group, Inc. LCID Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Lowe's Companies, Inc. LOW Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Longboard Pharmaceuticals, Inc. LBPH Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Lockheed Martin Corporation LMT Industrial - Aerospace & Defense Peter Arment
LKQ Corporation LKQ Industrial - Auto Services & Marketplaces Craig Kennison, CFA
LivaNova PLC LIVN Healthcare / Life Sciences - Medical Technology David Rescott
Littelfuse, Inc. LFUS Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Lineage Cell Therapeutics, Inc. LCTX Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Lincoln Electric Holdings, Inc LECO Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Leslie's, Inc. LESL Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
Leonardo DRS, Inc. DRS Industrial - Aerospace & Defense Peter Arment
Lennox International Inc. LII Industrial - Building Products Timothy Wojs, CFA
Leidos Holdings, Inc. LDOS Industrial - Aerospace & Defense Peter Arment
Leap Therapeutics, Inc. LPTX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
LCI Industries LCII Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
Lattice Semiconductor Corporation LSCC Technology & Services - Semiconductor Components Tristan Gerra
Latham Group, Inc. SWIM Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Landstar System Inc. LSTR Industrial - Transportation/Logistics Garrett Holland, CFA
Labcorp Holdings Inc. LH Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
L3 Harris Technologies LHX Industrial - Aerospace & Defense Peter Arment
Kratos Defense & Security Solutions KTOS Industrial - Aerospace & Defense Peter Arment
Korn Ferry KFY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Kohl's Corporation KSS Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Knowles Corporation KN Technology & Services - Semiconductor Components Tristan Gerra
Knight-Swift Transportation Holdings Inc. KNX Industrial - Transportation/Logistics Garrett Holland, CFA
Klaviyo, Inc. KVYO Technology & Services - Software & SaaS Rob Oliver
Kite Realty Group Trust KRG Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
Kimco Realty Corporation KIM Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
Kilroy Realty Corporation KRC Real Estate - Real Estate: Office * Suspended Coverage
Kforce Inc. KFRC Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Keysight Technologies, Inc. KEYS Industrial - Advanced Industrial Equipment Robert Mason, CFA
KeyCorp KEY Financial Institutions - US Banks David George, CFA
Karyopharm Therapeutics, Inc. KPTI Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
JP Morgan Chase & Co. JPM Financial Institutions - US Banks David George, CFA
Johnson Controls International plc JCI Industrial - Building Products-Commercial Timothy Wojs, CFA
John Bean Technologies Corporation JBT Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
JB Hunt Transport Services, Inc. JBHT Industrial - Transportation/Logistics Garrett Holland, CFA
Jazz Pharmaceuticals PLC JAZZ Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Jacobs Solutions Inc. J Industrial - Engineering & Construction Andrew Wittmann, CFA
Jack in the Box Inc. JACK Consumer / Retail - Restaurants David Tarantino, CFA
Jack Henry & Associates, Inc. JKHY Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
ITT Inc. ITT Industrial - Flow & Motion Solutions Michael Halloran, CFA
Itron, Inc. ITRI Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
iRhythm Technologies, Inc. IRTC Healthcare / Life Sciences - Medical Technology David Rescott
IQVIA Holdings Inc. IQV Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Iovance Biotherapeutics, Inc. IOVA Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Intuitive Surgical, Inc. ISRG Healthcare / Life Sciences - Medical Technology David Rescott
Intra-Cellular Therapies, Inc ITCI Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
International Flavors & Fragrances, Inc IFF Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Intellia Therapeutics, Inc. NTLA Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Intel Corporation INTC Technology & Services - Semiconductor Components Tristan Gerra
Integral Ad Science Holding Corp. IAS Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Insulet Corporation PODD Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Instructure Holdings, Inc. INST Technology & Services - Vertical Software Joe Vruwink, CFA
Instil Bio, Inc. TIL Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Instacart (Maplebear Inc.) CART Technology & Services - Internet Colin Sebastian
Inspire Medical Systems, Inc. INSP Healthcare / Life Sciences - Medical Technology David Rescott
Insperity, Inc. NSP Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
INmune Bio INMB Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
InMode Ltd. INMD Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Ingersoll Rand IR Industrial - Flow & Motion Solutions Michael Halloran, CFA
Informatica Inc. INFA Technology & Services - Cloud Software William Power, CFA
Independence Realty Trust IRT Real Estate - Real Estate: Apartments Wesley Golladay, CFA
Inari Medical, Inc. NARI Healthcare / Life Sciences - Medical Technology David Rescott
Immutep IMMP Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Immunocore Holdings plc IMCR Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Illumina, Inc. ILMN Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Illinois Tool Works Inc. ITW Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
IDEX Corporation IEX Industrial - Flow & Motion Solutions Michael Halloran, CFA
ICON plc ICLR Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
IBEX Limited IBEX Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Hyatt Hotels Corporation H Consumer / Retail - Global Hotel Brands Michael Bellisario
Huntington Bancshares Inc. HBAN Financial Institutions - US Banks David George, CFA
Humana Inc. HUM Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Hudson Pacific Properties, Inc. HPP Real Estate - Real Estate: Office * Suspended Coverage
Hub Group, Inc. HUBG Industrial - Transportation/Logistics Garrett Holland, CFA
Howmet Aerospace Inc. HWM Industrial - Aerospace & Defense Peter Arment
Host Hotels & Resorts HST Real Estate - Real Estate: Hotel REITs Michael Bellisario
Honeywell International Inc. HON Industrial - Aerospace & Defense Peter Arment
HireRight, Inc. HRT Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Hims & Hers Health, Inc. HIMS Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Himax Technologies, Inc. HIMX Technology & Services - Semiconductor Components Tristan Gerra
Hilton Inc. HLT Consumer / Retail - Global Hotel Brands Michael Bellisario
Hillman Solutions Corp. HLMN Industrial - Industrial Distribution David Manthey, CFA
Highwoods Properties, Inc. HIW Real Estate - Real Estate: Office Nicholas Thillman
Hibbett, Inc. HIBB Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
Herc Holdings Inc. HRI Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Henry Schein, Inc. HSIC Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Helios Technologies HLIO Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
HEICO Corporation HEI Industrial - Aerospace & Defense Peter Arment
Heartland Express, Inc. HTLD Industrial - Transportation/Logistics Garrett Holland, CFA
Healthpeak Properties, Inc. DOC Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
HealthEquity, Inc. HQY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Healthcare Services Group, Inc. HCSG Technology & Services - Facility Services Andrew Wittmann, CFA
HCA Healthcare, Inc. HCA Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Hayward Holdings, Inc. HAYW Industrial - Flow & Motion Solutions Michael Halloran, CFA
Harley-Davidson, Inc. HOG Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
Hannon Armstrong HASI Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
H.B. Fuller Company FUL Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Guidewire Software, Inc. GWRE Technology & Services - Vertical Software Joe Vruwink, CFA
Griffon Corporation GFF Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Greif, Inc. GEF Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Graphic Packaging Holding Co. GPK Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Grand Canyon Education, Inc. LOPE Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Grainger, W.W., Inc. GWW Industrial - Industrial Distribution David Manthey, CFA
Graco Inc. GGG Industrial - Flow & Motion Solutions Michael Halloran, CFA
GoodRx Holdings, Inc. GDRX Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
GoDaddy Inc. GDDY Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
GMS, Inc. GMS Industrial - Industrial Distribution David Manthey, CFA
GlobalFoundries, Inc. GFS Technology & Services - Semiconductor Components Tristan Gerra
Global Payments Inc. GPN Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Global Medical REIT GMRE Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Gilead Sciences, Inc. GILD Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Getty Realty Corp. GTY Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
Geron Corporation GERN Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Gentherm Inc. THRM Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Gentex Corporation GNTX Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Genpact Limited G Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
General Dynamics Corporation GD Industrial - Aerospace & Defense Peter Arment
Generac Holdings Inc. GNRC Industrial - Flow & Motion Solutions Michael Halloran, CFA
Gates Industrial Corporation GTES Industrial - Flow & Motion Solutions Michael Halloran, CFA
Gartner Inc. IT Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
GameStop Corp. GME Technology & Services - Interactive Entertainment Colin Sebastian
Freshworks, Inc. FRSH Technology & Services - Software & SaaS Rob Oliver
Freshpet, Inc. FRPT Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Franklin Street Properties Corp. FSP Real Estate - Real Estate: Office * Suspended Coverage
Franklin Electric Co., Inc. FELE Industrial - Flow & Motion Solutions Michael Halloran, CFA
Fox Factory Holding Corporation FOXF Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
Four Corners Property Trust, Inc. FCPT Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
Forward Air Corporation FWRD Industrial - Transportation/Logistics Garrett Holland, CFA
Fortune Brands Innovations, Inc. FBIN Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
Fortrea Holdings Inc. FTRE Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Fortive Corporation FTV Industrial - Advanced Industrial Equipment Robert Mason, CFA
Fortinet, Inc. FTNT Technology & Services - Security and Infrastructure Software Shrenik Kothari
Foot Locker, Inc. FL Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Fluor Corporation FLR Industrial - Engineering & Construction Andrew Wittmann, CFA
Fluence Energy, Inc. FLNC Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Flowserve Corporation FLS Industrial - Flow & Motion Solutions Michael Halloran, CFA
Floor & Decor Holdings, Inc. FND Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
Five9, Inc. FIVN Technology & Services - Cloud Software William Power, CFA
Fiserv, Inc. FI Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
FIS FIS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
First Solar, Inc. FSLR Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
First Industrial Realty Trust Inc. FR Real Estate - Real Estate: Industrial Nicholas Thillman
First Horizon Corp FHN Financial Institutions - US Banks Brennan Crowley
Fifth Third Bancorp FITB Financial Institutions - US Banks David George, CFA
FICO FICO Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Ferguson PLC FERG Industrial - Industrial Distribution David Manthey, CFA
FedEx Corporation FDX Industrial - Transportation/Logistics Garrett Holland, CFA
Fate Therapeutics, Inc. FATE Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Fastly, Inc. FSLY Technology & Services - Cloud Software William Power, CFA
Fastenal Company FAST Industrial - Industrial Distribution David Manthey, CFA
Farmland Partners Inc. FPI Real Estate - Real Estate: Farmland Wesley Golladay, CFA
EyePoint Pharmaceuticals, Inc. EYPT Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Expeditors International of Washington EXPD Industrial - Transportation/Logistics Garrett Holland, CFA
ExlService Holdings, Inc. EXLS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Exact Sciences Corporation EXAS Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Everbridge, Inc. EVBG Technology & Services - Cloud Software William Power, CFA
European Wax Center, Inc. EWCZ Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Essex Property Trust, Inc. ESS Real Estate - Real Estate: Apartments Wesley Golladay, CFA
Essential Utilities, Inc. WTRG Industrial - Sustainable Energy and Mobility Davis Sunderland
ESS Tech, Inc. GWH Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
ESAB Corp. ESAB Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Equity Lifestyle Properties, Inc. ELS Real Estate - Real Estate: Manufactured Housing Wesley Golladay, CFA
Equifax Inc. EFX Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Envista Holdings Corporation NVST Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Enovis Corporation ENOV Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Enanta Pharmaceuticals, Inc. ENTA Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Emerson Electric Co. EMR Industrial - Flow & Motion Solutions Michael Halloran, CFA
Elevance Health, Inc. ELV Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Electronic Arts, Inc. EA Technology & Services - Interactive Entertainment Colin Sebastian
Elastic N.V. ESTC Technology & Services - Security and Infrastructure Software Shrenik Kothari
Edwards Lifesciences Corp. EW Healthcare / Life Sciences - Medical Technology David Rescott
Editas Medicine Inc. EDIT Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Ecolab Inc. ECL Technology & Services - Facility Services Andrew Wittmann, CFA
eBay Inc. EBAY Technology & Services - Internet Colin Sebastian
EastGroup Properties, Inc. EGP Real Estate - Real Estate: Industrial Nicholas Thillman
e.l.f. Beauty, Inc. ELF Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Dynatrace, Inc. DT Technology & Services - Cloud Software William Power, CFA
Dutch Bros, Inc. BROS Consumer / Retail - Restaurants David Tarantino, CFA
Duluth Holdings Inc. DLTH Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Driven Brands Holdings, Inc. DRVN Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Doximity, Inc. DOCS Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Dover Corporation DOV Industrial - Flow & Motion Solutions Michael Halloran, CFA
Douglas Emmett, Inc. DEI Real Estate - Real Estate: Office * Suspended Coverage
Douglas Dynamics, Inc. PLOW Industrial - Building Products-Commercial Timothy Wojs, CFA
DoubleVerify Holdings, Inc. DV Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Donaldson Company, Inc. DCI Industrial - Advanced Industrial Equipment Robert Mason, CFA
Domino's Pizza Inc. DPZ Consumer / Retail - Restaurants David Tarantino, CFA
DocuSign, Inc. DOCU Technology & Services - Cloud Software William Power, CFA
Diodes Incorporated DIOD Technology & Services - Semiconductor Components Tristan Gerra
Dick's Sporting Goods, Inc. DKS Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
DiamondRock Hospitality Co. DRH Real Estate - Real Estate: Hotel REITs Michael Bellisario
DexCom, Inc. DXCM Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
DENTSPLY Sirona, Inc. XRAY Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Definitive Healthcare Corp. DH Technology & Services - Vertical Software Joe Vruwink, CFA
Deere & Company DE Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Deckers Outdoor Corporation DECK Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Dayforce DAY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Datadog, Inc. DDOG Technology & Services - Cloud Software William Power, CFA
Darling Ingredients Inc. DAR Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Darden Restaurants, Inc. DRI Consumer / Retail - Restaurants David Tarantino, CFA
Danaher Corporation DHR Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
CyberArk Software Ltd. CYBR Technology & Services - Security and Infrastructure Software Shrenik Kothari
CVS Health Corporation CVS Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Custom Truck One Source, Inc. CTOS Industrial - Industrial Services Justin Hauke
Curtiss-Wright Corporation CW Industrial - Aerospace & Defense Peter Arment
Cummins Inc. CMI Industrial - Vehicle Technology & Mobility Luke Junk, CFA
CSX Corporation CSX Industrial - Transportation/Logistics Garrett Holland, CFA
Crown Holdings, Inc. CCK Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
CrowdStrike Holdings, Inc. CRWD Technology & Services - Security and Infrastructure Software Shrenik Kothari
Crocs, Inc. CROX Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
CRISPR Therapeutics AG CRSP Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Crinetics Pharmaceuticals, Inc. CRNX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Cousins Properties, Inc. CUZ Real Estate - Real Estate: Office Nicholas Thillman
Couchbase, Inc. BASE Technology & Services - Software & SaaS Rob Oliver
Costco Wholesale Corp. COST Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
CoStar Group CSGP Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Corsair Gaming, Inc. CRSR Technology & Services - Interactive Entertainment Colin Sebastian
Corpay, Inc. CPAY Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Core & Main, Inc. CNM Industrial - Industrial Distribution David Manthey, CFA
COPT Defense Properties CDP Real Estate - Real Estate: Office * Suspended Coverage
Copart, Inc. CPRT Industrial - Auto Services & Marketplaces Craig Kennison, CFA
Construction Partners, Inc. ROAD Industrial - Industrial Services Andrew Wittmann, CFA
Concrete Pumping Holdings, Inc. BBCP Industrial - Industrial Services Andrew Wittmann, CFA
Community Healthcare Trust, Inc. CHCT Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Comerica, Inc. CMA Financial Institutions - US Banks David George, CFA
Columbia Sportswear Co. COLM Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Coherus BioSciences, Inc. CHRS Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
Cognizant Technology Solutions CTSH Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Cognex Corporation CGNX Industrial - Advanced Industrial Equipment Robert Mason, CFA
Cogent Biosciences, Inc. COGT Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
CNH Industrial NV CNH Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Cloudflare, Inc. NET Technology & Services - Security and Infrastructure Software Shrenik Kothari
Clean Harbors, Inc. CLH Industrial - Environmental Services David Manthey, CFA
Citizens Financial Group Inc. CFG Financial Institutions - US Banks David George, CFA
Cintas Corporation CTAS Technology & Services - Facility Services Andrew Wittmann, CFA
Cigna Group CI Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Chuy's Holdings Inc. CHUY Consumer / Retail - Restaurants David Tarantino, CFA
Choice Hotels International, Inc. CHH Consumer / Retail - Global Hotel Brands Michael Bellisario
Chipotle Mexican Grill, Inc. CMG Consumer / Retail - Restaurants David Tarantino, CFA
Chimerix, Inc. CMRX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Chewy, Inc. CHWY Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
Check Point Software Technologies Ltd. CHKP Technology & Services - Security and Infrastructure Software Shrenik Kothari
Charles River Laboratories CRL Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Certara, Inc. CERT Technology & Services - Vertical Software Joe Vruwink, CFA
Cerence Inc. CRNC Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Centuri Holdings, Inc. CTRI Industrial - Industrial Services Justin Hauke
Centerspace CSR Real Estate - Real Estate: Apartments Wesley Golladay, CFA
Centene Corporation CNC Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Cencora COR Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Cellectis S.A. CLLS Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Celanese Corporation CE Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
CAVA Group, Inc. CAVA Consumer / Retail - Restaurants David Tarantino, CFA
Caterpillar Inc. CAT Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Catalent, Inc. CTLT Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Castle Biosciences, Inc. CSTL Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Carvana Co. CVNA Technology & Services - Internet Colin Sebastian
Carrier Global Corporation CARR Industrial - Building Products-Commercial Timothy Wojs, CFA
CarMax, Inc. KMX Industrial - Auto Services & Marketplaces Craig Kennison, CFA
Carlisle Companies Inc. CSL Industrial - Building Products-Commercial Timothy Wojs, CFA
Carisma Therapeutics, Inc. CARM Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
CareTrust REIT Inc. CTRE Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Cardinal Health, Inc. CAH Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Capri Holdings Limited CPRI Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Capital One Financial Corporation COF Financial Institutions - US Banks David George, CFA
Canada Goose Holdings Inc. GOOS-CA Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Camping World Holdings, Inc. CWH Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
Camden Property Trust CPT Real Estate - Real Estate: Apartments Wesley Golladay, CFA
California Water Service Group CWT Industrial - Sustainable Energy and Mobility Davis Sunderland
Calidi Biotherapeutics, Inc. CLDI Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Cadence Design Systems, Inc. CDNS Technology & Services - Vertical Software Joe Vruwink, CFA
CACI International Inc. CACI Industrial - Aerospace & Defense Peter Arment
C.H. Robinson Worldwide, Inc. CHRW Industrial - Transportation/Logistics Garrett Holland, CFA
BWX Technologies, Inc. BWXT Industrial - Aerospace & Defense Peter Arment
Burlington Stores, Inc. BURL Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Bunge Global SA BG Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Bumble Inc. BMBL Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
Builders FirstSource, Inc. BLDR Industrial - Industrial Distribution David Manthey, CFA
Brunswick Corporation BC Consumer / Retail - Consumer: Marine Craig Kennison, CFA
BRP, Inc. DOO-CA Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
BRP, Inc. DOOO Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
Broadcom Inc. AVGO Technology & Services - Semiconductor Components Tristan Gerra
BrightView Holdings, Inc. BV Technology & Services - Facility Services Andrew Wittmann, CFA
Bright Horizons Family Solutions, Inc. BFAM Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Braemar Hotels & Resorts, Inc. BHR Real Estate - Real Estate: Hotel REITs Michael Bellisario
Boston Scientific Corp. BSX Healthcare / Life Sciences - Medical Technology David Rescott
Boston Properties, Inc. BXP Real Estate - Real Estate: Office * Suspended Coverage
BorgWarner Inc. BWA Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Boot Barn Holdings, Inc. BOOT Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Blueprint Medicines Corporation BPMC Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
bluebird bio, Inc. BLUE Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Bloom Energy Corporation BE Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Block, Inc. SQ Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
BlackLine, Inc. BL Technology & Services - Software & SaaS Rob Oliver
BlackBerry BB Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Blackbaud Inc. BLKB Technology & Services - Software & SaaS Rob Oliver
BJ's Wholesale Club, Inc. BJ Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
Birkenstock Holdings Ltd BIRK Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Bio-Techne Corporation TECH Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
BioMarin Pharmaceutical, Inc. BMRN Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Biohaven Ltd. BHVN Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Biogen BIIB Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Bill Holdings, Inc. BILL Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Berry Global Group, Inc. BERY Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Bentley Systems, Incorporated BSY Technology & Services - Vertical Software Joe Vruwink, CFA
Beacon Building Products BECN Industrial - Industrial Distribution David Manthey, CFA
Bath & Body Works Inc. BBWI Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
Bank of America BAC Financial Institutions - US Banks David George, CFA
Bandwidth.com Inc. BAND Technology & Services - Cloud Software William Power, CFA
Ball Corporation BALL Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Badger Meter, Inc. BMI Industrial - Advanced Industrial Equipment Robert Mason, CFA
Axsome Therapeutics, Inc. AXSM Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Axonics, Inc. AXNX Healthcare / Life Sciences - Medical Technology David Rescott
Axon Enterprise, Inc. AXON Technology & Services - Cloud Software William Power, CFA
Axalta Coating Systems AXTA Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
AvidXchange Holdings Inc. AVDX Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Avery Dennison Corporation AVY Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Avantor, Inc. AVTR Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Automatic Data Processing, Inc. ADP Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Autoliv, Inc. ALV Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Autodesk, Inc. ADSK Technology & Services - Vertical Software Joe Vruwink, CFA
Atmus Filtration Technologies, Inc. ATMU Industrial - Advanced Industrial Equipment Robert Mason, CFA
Atlassian Corporation Plc TEAM Technology & Services - Software & SaaS Rob Oliver
Astrana Health Inc. ASTH Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Astec Industries, Inc. ASTE Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Associated Banc-Corp ASB Financial Institutions - US Banks David George, CFA
Aspen Technology, Inc. AZPN Technology & Services - Software & SaaS Rob Oliver
Ashford Hospitality Trust Inc. AHT Real Estate - Real Estate: Hotel REITs Michael Bellisario
ASGN Incorporated ASGN Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Asana, Inc. ASAN Technology & Services - Software & SaaS Rob Oliver
Armada Hoffler Properties Inc. AHH Real Estate - Real Estate: Diversified Wesley Golladay, CFA
Arhaus, Inc. ARHS Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
argenx SE ARGX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Arcellx, Inc. ACLX Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Arbutus Biopharma Corporation ABUS Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Aramark ARMK Technology & Services - Facility Services Andrew Wittmann, CFA
Aptiv PLC APTV Industrial - Vehicle Technology & Mobility Luke Junk, CFA
AptarGroup, Inc. ATR Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Applied Therapeutics, Inc. APLT Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Applied Industrial Technologies, Inc. AIT Industrial - Industrial Distribution David Manthey, CFA
Apple, Inc. AAPL Technology & Services - Cloud Software William Power, CFA
Apple Hospitality REIT, Inc. APLE Real Estate - Real Estate: Hotel REITs Michael Bellisario
APi Group Corporation APG Industrial - Industrial Services Andrew Wittmann, CFA
Apellis Pharmaceuticals, Inc. APLS Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
ANSYS, Inc. ANSS Technology & Services - Vertical Software Joe Vruwink, CFA
Analog Devices, Inc. ADI Technology & Services - Semiconductor Components Tristan Gerra
Amylyx Pharmaceuticals, Inc. AMLX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Amplitude, Inc. AMPL Technology & Services - Software & SaaS Rob Oliver
Amphenol Corporation APH Industrial - Vehicle Technology & Mobility Luke Junk, CFA
AMN Healthcare Services, Inc. AMN Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
Amgen Inc. AMGN Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
AMETEK, Inc. AME Industrial - Advanced Industrial Equipment Robert Mason, CFA
Americold Realty Trust COLD Real Estate - Real Estate: Industrial Nicholas Thillman
American Woodmark Corporation AMWD Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
American Express Co AXP Financial Institutions - US Banks David George, CFA
Ameresco, Inc. AMRC Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Amer Sports, Inc. AS Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
Amdocs Limited DOX Technology & Services - Cloud Software William Power, CFA
Amcor PLC AMCR Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
Amazon.com AMZN Technology & Services - Internet Colin Sebastian
Alto Neuroscience, Inc. ANRO Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
Alpine Income Property Trust, Inc. PINE Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
Alphabet Inc. (C) GOOG Technology & Services - Internet Colin Sebastian
Alphabet Inc. (A) GOOGL Technology & Services - Internet Colin Sebastian
Allogene Therapeutics, Inc. ALLO Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
Allison Transmission Holdings Inc. ALSN Industrial - Vehicle Technology & Mobility Luke Junk, CFA
Allegion plc ALLE Industrial - Building Products-Commercial Timothy Wojs, CFA
Alkermes Public Limited Company ALKS Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Alignment Healthcare, Inc. ALHC Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Align Technology, Inc. ALGN Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Alibaba Group Holding Limited BABA Technology & Services - Internet Colin Sebastian
Alexandria Real Estate ARE Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
Alcon, Inc. ALC Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
Albemarle Corporation ALB Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Albany International Corp. AIN Industrial - General Industrial Peter Arment
Alamo Group, Inc. ALG Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
Akamai Technologies, Inc. AKAM Technology & Services - Cloud Software William Power, CFA
Airbnb, Inc. ABNB Technology & Services - Internet Colin Sebastian
Agree Realty Corporation ADC Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
agilon health, inc. AGL Healthcare / Life Sciences - Managed Care & Healthcare Facilities Michael Ha
Agilent Technologies, Inc. A Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
Agenus, Inc. AGEN Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
AGCO Corporation AGCO Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
AeroVironment, Inc. AVAV Industrial - Aerospace & Defense Peter Arment
AECOM ACM Industrial - Engineering & Construction Andrew Wittmann, CFA
Advanced Micro Devices Inc. AMD Technology & Services - Semiconductor Components Tristan Gerra
Advanced Drainage Systems, Inc. WMS Industrial - Flow & Motion Solutions Michael Halloran, CFA
Adtalem Global Education Inc. ATGE Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
Adobe Systems Inc. ADBE Technology & Services - Software & SaaS Rob Oliver
ADM ADM Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
Adidas AG ADS-DE Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
AdaptHealth Corp. AHCO Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
Acuity Brands, Inc. AYI Industrial - Building Products-Commercial Timothy Wojs, CFA
Accenture ACN Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
Acadia Pharmaceuticals Inc. ACAD Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
Academy Sports and Outdoors, Inc. ASO Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
ABM Industries Inc. ABM Technology & Services - Facility Services Andrew Wittmann, CFA
A.O. Smith Corp. AOS Industrial - Flow & Motion Solutions Michael Halloran, CFA
8x8, Inc. EGHT Technology & Services - Cloud Software William Power, CFA
5E Advanced Materials, Inc FEAM Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
2U, Inc. TWOU Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA