Research Coverage

Company Symbol Industry/Sector Analyst
Zurn Elkay Water Solutions Corporation ZWS Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Zuora, Inc. ZUO Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Zscaler, Inc. ZS Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Zoom Video Communications, Inc. ZM Technology & Services - Cloud Software William Power, CFA
214.220.3055
Zions Bancorporation ZION Financial Institutions - US Banks David George, CFA
314.445.6510
Zimmer Biomet Holdings, Inc. ZBH Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Zebra Technologies Corporation ZBRA Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
YUM! Brands, Inc. YUM Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Yeti Holdings, Inc. YETI Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Yelp, Inc. YELP Technology & Services - Internet Colin Sebastian
415.364.3350
Xylem Inc. XYL Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Xponential Fitness, Inc. XPOF Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Xenia Hotels & Resorts, Inc. XHR Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
Wyndham Hotels & Resorts, Inc. WH Consumer / Retail - Global Hotel Brands Michael Bellisario
414.298.6130
Workiva, Inc. WK Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Workday, Inc. WDAY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Wolverine World Wide, Inc. WWW Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
WNS (Holdings) Limited WNS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
WM WM Industrial - Environmental Services David Manthey, CFA
414.765.3774
Wix.com Ltd. WIX Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Winnebago Industries, Inc. WGO Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
414.765.3870
Wingstop, Inc. WING Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
WillScot Mobile Mini Holdings WSC Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Willis Towers Watson Public Ltd. Co. WTW Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Williams-Sonoma, Inc. WSM Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
WEX Inc. WEX Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Western Digital Corporation WDC Technology & Services - Storage Tristan Gerra
415.593.8058
WESCO International, Inc. WCC Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Werner Enterprises, Inc. WERN Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Welltower Inc. WELL Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Wells Fargo & Company WFC Financial Institutions - US Banks David George, CFA
314.445.6510
Wayfair Inc. W Technology & Services - Internet Colin Sebastian
415.364.3350
Watts Water Technologies, Inc. WTS Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Watsco, Inc. WSO Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Waters Corporation WAT Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Warby Parker Inc. WRBY Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Walmart Inc. WMT Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Wallbox N.V. Class A WBX Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Vroom, Inc. VRM Technology & Services - Internet Colin Sebastian
415.364.3350
Voyager Therapeutics, Inc. VYGR Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Vor Biopharma, Inc. VOR Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Vontier Corporation VNT Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Visteon Corporation VC Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Visa Inc. V Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
VICI Properties Inc. VICI Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Vestis Corporation VSTS Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Vertex Pharmaceuticals, Incorporated VRTX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Verra Mobility Corporation VRRM Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Verisk Analytics, Inc. VRSK Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
VeriSign Inc. VRSN Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Veralto Corporation VLTO Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Ventas, Inc. VTR Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Veeva Systems Inc. VEEV Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Vaxxinity, Inc. VAXX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Varonis Systems, Inc. VRNS Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
V.F. Corporation VFC Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Urban Outfitters, Inc. URBN Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
United Rentals Inc. URI Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
United Parcel Service, Inc. UPS Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Union Pacific Corporation UNP Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
UniFirst Corporation UNF Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Under Armour, Inc.-Class A UAA Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Ultragenyx Pharmaceutical, Inc. RARE Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Ulta Beauty Inc. ULTA Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
UDR, Inc. UDR Real Estate - Real Estate: Apartments Wesley Golladay, CFA
216.737.7510
Udemy, Inc. UDMY Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
U.S. Bancorp USB Financial Institutions - US Banks David George, CFA
314.445.6510
Tyler Technologies, Inc. TYL Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Twist Bioscience Corporation TWST Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Twilio, Inc. TWLO Technology & Services - Cloud Software William Power, CFA
214.220.3055
Truist Financial Corporation TFC Financial Institutions - US Banks David George, CFA
314.445.6510
TrueBlue, Inc. TBI Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Triumph Group, Inc. TGI Industrial - Aerospace & Defense Peter Arment
646.557.3222
Trimble Inc. TRMB Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Trex Company, Inc. TREX Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
TransUnion TRU Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
TransDigm Group Incorporated TDG Industrial - Aerospace & Defense Peter Arment
646.557.3222
Trane Technologies TT Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
Traeger, Inc. COOK Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Tractor Supply Company TSCO Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Torrid Holdings, Inc. CURV Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Toast, Inc. TOST Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
TJX Companies, Inc. TJX Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Titan Machinery Inc. TITN Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Thryv Holdings, Inc. THRY Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Thoughtworks Holding, Inc. TWKS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Thor Industries THO Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
414.765.3870
Thermo Fisher Scientific TMO Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
The Trade Desk, Inc. TTD Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
The Toro Company TTC Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
The RealReal, Inc. REAL Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
The Home Depot, Inc. HD Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
The Gap, Inc. GPS Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
The Cooper Companies COO Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
The Cheesecake Factory Incorporated CAKE Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
The Boeing Company BA Industrial - Aerospace & Defense Peter Arment
646.557.3222
The Beachbody Company, Inc. BODY Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
The AZEK Company Inc. AZEK Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Textron Inc. TXT Industrial - Aerospace & Defense Peter Arment
646.557.3222
Texas Roadhouse, Inc. TXRH Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Texas Instruments, Incorporated TXN Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Tetra Tech, Inc. TTEK Industrial - Engineering & Construction Andrew Wittmann, CFA
414.298.1898
Tesla, Inc. TSLA Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Terreno Realty Corporation TRNO Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
Terex Corporation TEX Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Teradyne, Inc. TER Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
TELUS International Holding Corp. TIXT Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Teladoc Health, Inc. TDOC Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Tecnoglass Inc. TGLS Industrial - Building Products Timothy Wojs, CFA
414.298.5009
Techtronic Industries Co. Ltd 669-HK Industrial - Building Products Timothy Wojs, CFA
414.298.5009
TE Connectivity Ltd. TEL Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Taysha Gene Therapies, Inc. TSHA Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
TaskUs, Inc. TASK Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Target Corporation TGT Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Tapestry, Inc. TPR Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Tandem Diabetes Care, Inc. TNDM Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Take-Two Interactive Software, Inc. TTWO Technology & Services - Interactive Entertainment Colin Sebastian
415.364.3350
Synopsys, Inc. SNPS Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Syndax Pharmaceuticals, Inc. SNDX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Symbotic Inc. SYM Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Sunstone Hotel Investors, Inc. SHO Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
SunPower Corporation SPWR Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Sunnova Energy International, Inc. NOVA Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Sun Communities, Inc. SUI Real Estate - Real Estate: Manufactured Housing Wesley Golladay, CFA
216.737.7510
Summit Hotel Properties, Inc. INN Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
Stryker Corporation SYK Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
STMicroelectronics N.V. STM Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Stitch Fix Inc. SFIX Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Sterling Check Corp. STER Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Stericycle, Inc. SRCL Industrial - Environmental Services David Manthey, CFA
414.765.3774
Starbucks Corporation SBUX Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Stanley Black & Decker, Inc. SWK Industrial - Building Products Timothy Wojs, CFA
414.298.5009
STAG Industrial Inc. STAG Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
Squarespace, Inc. SQSP Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
SPS Commerce, Inc. SPSC Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Sprout Social, Inc. SPT Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Spotify Technology S.A. SPOT Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Sportsman's Warehouse Holdings, Inc. SPWH Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
Splunk, Inc. SPLK Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Spirit Realty Capital, Inc. SRC Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Spirit AeroSystems Holdings, Inc. SPR Industrial - Aerospace & Defense Peter Arment
646.557.3222
Spire Global SPIR Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Sonoco Products Co SON Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
SolarWinds Corporation SWI Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Snowflake Inc. SNOW Technology & Services - Cloud Software William Power, CFA
214.220.3055
Snap-on Incorporated SNA Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
SL Green Realty Corp. SLG Real Estate - Real Estate: Office * Suspended Coverage
Skyworks Solutions, Inc. SWKS Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
SiteOne Landscape Supply, Inc. SITE Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Simpson Manufacturing SSD Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Simmons First National Corporation SFNC Financial Institutions - US Banks David George, CFA
314.445.6510
Silgan Holdings Inc. SLGN Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Shopify Inc. SHOP Technology & Services - Internet Colin Sebastian
415.364.3350
Sherwin-Williams Co. SHW Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Shake Shack, Inc. SHAK Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
ServiceNow, Inc. NOW Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Sensient Technologies Corporation SXT Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Sensata Technologies Holding plc ST Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Semtech Corporation SMTC Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Sealed Air Corporation SEE Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Seagate Technology STX Technology & Services - Storage Tristan Gerra
415.593.8058
Science 37 Holdings, Inc. SNCE Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Schneider National, Inc. SNDR Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Savers Value Village, Inc. SVV Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Sarepta Therapeutics SRPT Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Sarcos Technology and Robotics Corp STRC Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Salesforce.com, Inc. CRM Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Sabra Healthcare REIT Inc. SBRA Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
S&P Global SPGI Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Ryder System, Inc. R Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
RumbleOn Inc. RMBL Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
414.765.3870
RTX RTX Industrial - Aerospace & Defense Peter Arment
646.557.3222
RPT Realty RPT Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
216.737.7510
RPM International Inc. RPM Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Ross Stores, Inc. ROST Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Roper Technologies, Inc. ROP Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Roku, Inc. ROKU Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Rocky Brands, Inc. RCKY Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Rockwell Automation, Inc. ROK Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Robert Half International RHI Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
RLJ Lodging Trust RLJ Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
Rivian Automotive, Inc. RIVN Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
RingCentral, Inc. RNG Technology & Services - Cloud Software William Power, CFA
214.220.3055
RH, Inc. RH Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Rexford Industrial Realty Inc. REXR Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
Revvity, Inc. RVTY Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Revolve Group Inc. RVLV Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
REV Group, Inc. REVG Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Retail Opportunity Investments Corp. ROIC Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
216.737.7510
Restaurant Brands International Inc QSR Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Resources Connection, Inc. RGP Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Republic Services Inc. RSG Industrial - Environmental Services David Manthey, CFA
414.765.3774
Reneo Pharmaceuticals, Inc. RPHM Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Regions Financial Corp. RF Financial Institutions - US Banks David George, CFA
314.445.6510
REGENXBIO Inc. RGNX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Regeneron Pharmaceuticals REGN Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Regency Centers Corporation REG Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
216.737.7510
Regal Rexnord Corporation RRX Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Realty Income Corporation O Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
RB Global, Inc. RBA Industrial - Auto Services & Marketplaces Craig Kennison, CFA
414.765.3870
Rapid7 Inc. RPD Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Ranpak Holdings Corp. PACK Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
R1 RCM Inc. RCM Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Quest Diagnostics, Inc. DGX Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
QuantumScape Corp. QS Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Quanta Services Inc. PWR Industrial - Engineering & Construction Justin Hauke
314.445.6519
Qualys, Inc. QLYS Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Qualcomm Incorporated QCOM Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
QIAGEN N.V. QGEN Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Q2 Holdings, Inc. QTWO Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
PTC Inc. PTC Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
PROS Holdings, Inc. PRO Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Prologis Inc. PLD Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
Premier, Inc. PINC Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
PPG Industries, Inc. PPG Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
PowerSchool Holdings, Inc. PWSC Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Portillo's, Inc. PTLO Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Pool Corporation POOL Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Polaris Inc. PII Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
414.765.3870
PNC Financial Services Group, Inc. PNC Financial Institutions - US Banks David George, CFA
314.445.6510
Plymouth Industrial REIT, Inc. PLYM Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
Playtika Holding Corp. PLTK Technology & Services - Interactive Entertainment Colin Sebastian
415.364.3350
Planet Fitness, Inc. PLNT Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Pinterest Inc. PINS Technology & Services - Internet Colin Sebastian
415.364.3350
Piedmont Office Realty Trust Inc. PDM Real Estate - Real Estate: Office Nicholas Thillman
414.298.5053
Physicians Realty Trust DOC Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Phreesia, Inc. PHR Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Petco Health + Wellness Company, Inc. WOOF Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Penumbra, Inc. PEN Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Pentair plc PNR Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Peloton Interactive, Inc. PTON Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Pebblebrook Hotel Trust PEB Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
PayPal Holdings, Inc. PYPL Technology & Services - Internet Colin Sebastian
415.364.3350
Paymentus Holdings, Inc. PAY Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Paylocity Holding Corp. PCTY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Paycor HCM, Inc. PYCR Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Paycom Software, Inc. PAYC Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Paychex, Inc. PAYX Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Patterson Companies, Inc. PDCO Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Patrick Industries, Inc. PATK Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
414.765.3870
Parsons Corporation PSN Industrial - Engineering & Construction Andrew Wittmann, CFA
414.298.1898
Parker Hannifin Corporation PH Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Palo Alto Networks, Inc. PANW Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
PagerDuty Inc. PD Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Pactiv Evergreen, Inc. PTVE Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Owens & Minor, Inc. OMI Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Oshkosh Corporation OSK Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
ORIC Pharmaceuticals, Inc. ORIC Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
OPENLANE KAR Industrial - Auto Services & Marketplaces Craig Kennison, CFA
414.765.3870
OneWater Marine Inc. ONEW Consumer / Retail - Consumer: Marine Craig Kennison, CFA
414.765.3870
ON24, Inc. ONTF Technology & Services - Software & SaaS Rob Oliver
203.602.1604
ON Semiconductor ON Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
On Holding AG ONON Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Omega Healthcare Investors, Inc. OHI Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Old Dominion Freight Line, Inc. ODFL Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Okta, Inc. OKTA Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
O-I Glass, Inc. OI Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Oculis SA OCS Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Ocular Therapeutix, Inc. OCUL Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Nyxoah SA NYXH-BE Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
NVIDIA Corporation NVDA Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
NV5 Global, Inc. NVEE Industrial - Engineering & Construction Andrew Wittmann, CFA
414.298.1898
Nurix Therapeutics, Inc. NRIX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Novanta Inc. NOVT Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Northrop Grumman Corporation NOC Industrial - Aerospace & Defense Peter Arment
646.557.3222
Norfolk Southern Corporation NSC Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Nordson Corporation NDSN Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
NNN REIT, Inc. NNN Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
NIKE, Inc. NKE Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Nevro Corp. NVRO Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Neurocrine Biosciences, Inc. NBIX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
NETSTREIT Corp. NTST Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Netflix, Inc. NFLX Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
nCino, Inc. NCNO Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Navitas Semiconductor NVTS Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
National Storage Affiliates Trust NSA Real Estate - Real Estate: Storage Wesley Golladay, CFA
216.737.7510
Natera, Inc. NTRA Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
NanoString Technologies, Inc. NSTG Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
MYR Group Inc. MYRG Industrial - Engineering & Construction Justin Hauke
314.445.6519
Mueller Water Products, Inc. MWA Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
MSC Industrial Direct Co., Inc. MSM Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
MSA Safety Incorporated MSA Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
MP Materials Corp. MP Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Moody's Corporation MCO Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
MongoDB, Inc. MDB Technology & Services - Cloud Software William Power, CFA
214.220.3055
Mohawk Industries, Inc. MHK Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Model N, Inc. MODN Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Mobileye Global Inc. MBLY Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Mister Car Wash, Inc. MCW Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
Mirum Pharmaceuticals, Inc. MIRM Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
MiNK Therapeutics, Inc. INKT Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Middlesex Water Company Inc. MSEX Industrial - Sustainable Energy and Mobility Davis Sunderland
414.765.3829
Middleby Corporation MIDD Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Mid-America Apartment Communities MAA Real Estate - Real Estate: Apartments Wesley Golladay, CFA
216.737.7510
Micron Technology, Inc. MU Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Mettler-Toledo International Inc. MTD Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Methode Electronics, Inc. MEI Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Meta Platforms, Inc. META Technology & Services - Internet Colin Sebastian
415.364.3350
Mersana Therapeutics, Inc. MRSN Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Mercury Systems, Inc. MRCY Industrial - Aerospace & Defense Peter Arment
646.557.3222
Medtronic, Inc. MDT Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Medpace Holdings, Inc. MEDP Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
McKesson Corporation MCK Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
McDonald's Corporation MCD Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Mayville Engineering Company, Inc. MEC Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Match Group, Inc. MTCH Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
MasterCraft Boat Holdings, Inc. MCFT Consumer / Retail - Consumer: Marine Craig Kennison, CFA
414.765.3870
MasterCard Incorporated MA Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
MasTec, Inc. MTZ Industrial - Engineering & Construction Justin Hauke
314.445.6519
Masonite International Corporation DOOR Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Masco Corporation MAS Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Marriott International, Inc. MAR Consumer / Retail - Global Hotel Brands Michael Bellisario
414.298.6130
Marinus Pharmaceuticals, Inc. MRNS Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Maravai LifeSciences Holdings, Inc MRVI Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
ManpowerGroup MAN Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Manitowoc Company Inc. MTW Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Manhattan Associates, Inc. MANH Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Malibu Boats, Inc. MBUU Consumer / Retail - Consumer: Marine Craig Kennison, CFA
414.765.3870
M&T Bank Corp. MTB Financial Institutions - US Banks David George, CFA
314.445.6510
Luminar Technologies, Inc. LAZR Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Lulu's Fashion Lounge Holdings, Inc. LVLU Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
lululemon athletica inc. LULU Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Lucid Group, Inc. LCID Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Lowe's Companies, Inc. LOW Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Lockheed Martin Corporation LMT Industrial - Aerospace & Defense Peter Arment
646.557.3222
LKQ Corporation LKQ Industrial - Auto Services & Marketplaces Craig Kennison, CFA
414.765.3870
LivaNova PLC LIVN Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Littelfuse, Inc. LFUS Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Lineage Cell Therapeutics, Inc. LCTX Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Lincoln Electric Holdings, Inc LECO Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Li-Cycle Holdings LICY Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Leslie's, Inc. LESL Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Leonardo DRS, Inc. DRS Industrial - Aerospace & Defense Peter Arment
646.557.3222
Lennox International Inc. LII Industrial - Building Products Timothy Wojs, CFA
414.298.5009
Leidos Holdings, Inc. LDOS Industrial - Aerospace & Defense Peter Arment
646.557.3222
Leap Therapeutics, Inc. LPTX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
LCI Industries LCII Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
414.765.3870
Lattice Semiconductor Corporation LSCC Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Latham Group, Inc. SWIM Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Landstar System Inc. LSTR Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Laboratory Corporation of America Holdings LH Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
L3 Harris Technologies LHX Industrial - Aerospace & Defense Peter Arment
646.557.3222
Kratos Defense & Security Solutions KTOS Industrial - Aerospace & Defense Peter Arment
646.557.3222
Korn Ferry KFY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Kohl's Corporation KSS Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Knowles Corporation KN Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Knight-Swift Transportation Holdings Inc. KNX Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Klaviyo, Inc. KVYO Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Kite Realty Group Trust KRG Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
216.737.7510
Kimco Realty Corporation KIM Real Estate - Real Estate: Shopping Centers Wesley Golladay, CFA
216.737.7510
Kilroy Realty Corporation KRC Real Estate - Real Estate: Office * Suspended Coverage
Kforce Inc. KFRC Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Keysight Technologies, Inc. KEYS Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
KeyCorp KEY Financial Institutions - US Banks David George, CFA
314.445.6510
Karyopharm Therapeutics, Inc. KPTI Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
JP Morgan Chase & Co. JPM Financial Institutions - US Banks David George, CFA
314.445.6510
Johnson Controls International plc JCI Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
John Bean Technologies Corporation JBT Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
JELD-WEN Holding, Inc. JELD Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
JB Hunt Transport Services, Inc. JBHT Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Jacobs Solutions Inc. J Industrial - Engineering & Construction Andrew Wittmann, CFA
414.298.1898
Jack in the Box Inc. JACK Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Jack Henry & Associates, Inc. JKHY Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
ITT Inc. ITT Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Itron, Inc. ITRI Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
iRhythm Technologies, Inc. IRTC Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
IQVIA Holdings Inc. IQV Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Iovance Biotherapeutics, Inc. IOVA Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Intuitive Surgical, Inc. ISRG Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
International Flavors & Fragrances, Inc IFF Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Intellia Therapeutics, Inc. NTLA Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Intel Corporation INTC Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Integral Ad Science Holding Corp. IAS Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Insulet Corporation PODD Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Instructure Holdings, Inc. INST Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Instil Bio, Inc. TIL Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Instacart (Maplebear Inc.) CART Technology & Services - Internet Colin Sebastian
415.364.3350
Inspire Medical Systems, Inc. INSP Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Insperity, Inc. NSP Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
INmune Bio INMB Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
InMode Ltd. INMD Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Ingersoll Rand IR Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Independence Realty Trust IRT Real Estate - Real Estate: Apartments Wesley Golladay, CFA
216.737.7510
Inari Medical, Inc. NARI Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Immutep IMMP Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Immunocore Holdings plc IMCR Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Illumina, Inc. ILMN Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Illinois Tool Works Inc. ITW Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
IDEX Corporation IEX Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
ICON plc ICLR Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
IBEX Limited IBEX Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Hyatt Hotels Corporation H Consumer / Retail - Global Hotel Brands Michael Bellisario
414.298.6130
Huntington Bancshares Inc. HBAN Financial Institutions - US Banks David George, CFA
314.445.6510
Hudson Pacific Properties, Inc. HPP Real Estate - Real Estate: Office * Suspended Coverage
Hub Group, Inc. HUBG Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Howmet Aerospace Inc. HWM Industrial - Aerospace & Defense Peter Arment
646.557.3222
Host Hotels & Resorts HST Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
Honeywell International Inc. HON Industrial - Aerospace & Defense Peter Arment
646.557.3222
Homology Medicines, Inc. FIXX Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
HireRight, Inc. HRT Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Hims & Hers Health, Inc. HIMS Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Himax Technologies, Inc. HIMX Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Hilton Inc. HLT Consumer / Retail - Global Hotel Brands Michael Bellisario
414.298.6130
Hillman Solutions Corp. HLMN Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Highwoods Properties, Inc. HIW Real Estate - Real Estate: Office Nicholas Thillman
414.298.5053
Hibbett, Inc. HIBB Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
Herc Holdings Inc. HRI Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Henry Schein, Inc. HSIC Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Helios Technologies HLIO Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
HEICO Corporation HEI Industrial - Aerospace & Defense Peter Arment
646.557.3222
Heartland Express, Inc. HTLD Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Healthpeak Properties, Inc. PEAK Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
HealthEquity, Inc. HQY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Healthcare Services Group, Inc. HCSG Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Hayward Holdings, Inc. HAYW Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Harpoon Therapeutics, Inc. HARP Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Harley-Davidson, Inc. HOG Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
414.765.3870
Hannon Armstrong HASI Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
H.B. Fuller Company FUL Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Guidewire Software, Inc. GWRE Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Griffon Corporation GFF Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Greif, Inc. GEF Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Graphic Packaging Holding Co. GPK Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Grand Canyon Education, Inc. LOPE Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Grainger, W.W., Inc. GWW Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Graco Inc. GGG Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
GoodRx Holdings, Inc. GDRX Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
GoDaddy Inc. GDDY Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
GMS, Inc. GMS Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
GlobalFoundries, Inc. GFS Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Global Payments Inc. GPN Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Global Medical REIT GMRE Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Gilead Sciences, Inc. GILD Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Getty Realty Corp. GTY Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Geron Corporation GERN Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Gentherm Inc. THRM Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Gentex Corporation GNTX Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Genpact Limited G Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
General Dynamics Corporation GD Industrial - Aerospace & Defense Peter Arment
646.557.3222
Generac Holdings Inc. GNRC Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Gates Industrial Corporation GTES Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Gartner Inc. IT Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
GameStop Corp. GME Technology & Services - Interactive Entertainment Colin Sebastian
415.364.3350
Freshworks, Inc. FRSH Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Freshpet, Inc. FRPT Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Franklin Street Properties Corp. FSP Real Estate - Real Estate: Office * Suspended Coverage
Franklin Electric Co., Inc. FELE Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Fox Factory Holding Corporation FOXF Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
414.765.3870
Four Corners Property Trust, Inc. FCPT Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Forward Air Corporation FWRD Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Fortune Brands Innovations, Inc. FBIN Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
Fortive Corporation FTV Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Fortinet, Inc. FTNT Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Foot Locker, Inc. FL Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Fluor Corporation FLR Industrial - Engineering & Construction Andrew Wittmann, CFA
414.298.1898
Fluence Energy, Inc. FLNC Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Flowserve Corporation FLS Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Floor & Decor Holdings, Inc. FND Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
Fleetcor Technologies Inc. FLT Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Five9, Inc. FIVN Technology & Services - Cloud Software William Power, CFA
214.220.3055
Fiserv, Inc. FI Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
FIS FIS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
First Solar, Inc. FSLR Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
First Industrial Realty Trust Inc. FR Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
First Horizon Corp FHN Financial Institutions - US Banks Brennan Crowley
414.765.3798
Fifth Third Bancorp FITB Financial Institutions - US Banks David George, CFA
314.445.6510
FICO FICO Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Ferguson PLC FERG Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
FedEx Corporation FDX Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Fate Therapeutics, Inc. FATE Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Fastly, Inc. FSLY Technology & Services - Cloud Software William Power, CFA
214.220.3055
Fastenal Company FAST Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Farmland Partners Inc. FPI Real Estate - Real Estate: Farmland Wesley Golladay, CFA
216.737.7510
EyePoint Pharmaceuticals, Inc. EYPT Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Expeditors International of Washington EXPD Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
ExlService Holdings, Inc. EXLS Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Exact Sciences Corporation EXAS Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Everbridge, Inc. EVBG Technology & Services - Cloud Software William Power, CFA
214.220.3055
European Wax Center, Inc. EWCZ Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Essex Property Trust, Inc. ESS Real Estate - Real Estate: Apartments Wesley Golladay, CFA
216.737.7510
Essential Utilities, Inc. WTRG Industrial - Sustainable Energy and Mobility Davis Sunderland
414.765.3829
ESS Tech, Inc. GWH Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
ESAB Corp. ESAB Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Equity Lifestyle Properties, Inc. ELS Real Estate - Real Estate: Manufactured Housing Wesley Golladay, CFA
216.737.7510
Equifax Inc. EFX Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Envista Holdings Corporation NVST Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Enovis Corporation ENOV Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Enanta Pharmaceuticals, Inc. ENTA Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Emerson Electric Co. EMR Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Electronic Arts, Inc. EA Technology & Services - Interactive Entertainment Colin Sebastian
415.364.3350
Elastic N.V. ESTC Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Eiger BioPharmaceuticals Inc EIGR Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Edwards Lifesciences Corp. EW Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Editas Medicine Inc. EDIT Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Ecolab Inc. ECL Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
eBay Inc. EBAY Technology & Services - Internet Colin Sebastian
415.364.3350
EastGroup Properties, Inc. EGP Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
Dynatrace, Inc. DT Technology & Services - Cloud Software William Power, CFA
214.220.3055
Dutch Bros, Inc. BROS Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Duluth Holdings Inc. DLTH Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Driven Brands Holdings, Inc. DRVN Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Doximity, Inc. DOCS Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Dover Corporation DOV Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Douglas Emmett, Inc. DEI Real Estate - Real Estate: Office * Suspended Coverage
Douglas Dynamics, Inc. PLOW Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
DoubleVerify Holdings, Inc. DV Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Donaldson Company, Inc. DCI Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Domino's Pizza Inc. DPZ Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
DocuSign, Inc. DOCU Technology & Services - Cloud Software William Power, CFA
214.220.3055
Diodes Incorporated DIOD Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Dick's Sporting Goods, Inc. DKS Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
DiamondRock Hospitality Co. DRH Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
DexCom, Inc. DXCM Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
DENTSPLY Sirona, Inc. XRAY Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Definitive Healthcare Corp. DH Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Deere & Company DE Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Deckers Outdoor Corporation DECK Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Datadog, Inc. DDOG Technology & Services - Cloud Software William Power, CFA
214.220.3055
Darling Ingredients Inc. DAR Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Darden Restaurants, Inc. DRI Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Danaher Corporation DHR Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
CyberArk Software Ltd. CYBR Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Custom Truck One Source, Inc. CTOS Industrial - Industrial Services Justin Hauke
314.445.6519
Curtiss-Wright Corporation CW Industrial - Aerospace & Defense Peter Arment
646.557.3222
Cummins Inc. CMI Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
CSX Corporation CSX Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
Crown Holdings, Inc. CCK Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
CrowdStrike Holdings, Inc. CRWD Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Crocs, Inc. CROX Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
CRISPR Therapeutics AG CRSP Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Crinetics Pharmaceuticals, Inc. CRNX Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Cricut, Inc. CRCT Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Cousins Properties, Inc. CUZ Real Estate - Real Estate: Office Nicholas Thillman
414.298.5053
Couchbase, Inc. BASE Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Costco Wholesale Corp. COST Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
CoStar Group CSGP Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Corsair Gaming, Inc. CRSR Technology & Services - Interactive Entertainment Colin Sebastian
415.364.3350
Core & Main, Inc. CNM Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
COPT Defense Properties CDP Real Estate - Real Estate: Office * Suspended Coverage
Copart, Inc. CPRT Industrial - Auto Services & Marketplaces Craig Kennison, CFA
414.765.3870
Construction Partners, Inc. ROAD Industrial - Industrial Services Andrew Wittmann, CFA
414.298.1898
Concrete Pumping Holdings, Inc. BBCP Industrial - Industrial Services Andrew Wittmann, CFA
414.298.1898
Community Healthcare Trust, Inc. CHCT Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Comerica, Inc. CMA Financial Institutions - US Banks David George, CFA
314.445.6510
Columbia Sportswear Co. COLM Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Coherus BioSciences, Inc. CHRS Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
Cognizant Technology Solutions CTSH Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Cognex Corporation CGNX Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Cogent Biosciences, Inc. COGT Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
CNH Industrial NV CNHI Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Cloudflare, Inc. NET Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Clean Harbors, Inc. CLH Industrial - Environmental Services David Manthey, CFA
414.765.3774
Citizens Financial Group Inc. CFG Financial Institutions - US Banks David George, CFA
314.445.6510
Cintas Corporation CTAS Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Chuy's Holdings Inc. CHUY Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Choice Hotels International, Inc. CHH Consumer / Retail - Global Hotel Brands Michael Bellisario
414.298.6130
Chipotle Mexican Grill, Inc. CMG Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Chimerix, Inc. CMRX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Chewy, Inc. CHWY Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
Check Point Software Technologies Ltd. CHKP Technology & Services - Security and Infrastructure Software Shrenik Kothari
415.627.3252
Charles River Laboratories CRL Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Certara, Inc. CERT Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Ceridian HCM Holdings CDAY Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Cerence Inc. CRNC Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Centerspace CSR Real Estate - Real Estate: Apartments Wesley Golladay, CFA
216.737.7510
Cencora COR Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Cellectis S.A. CLLS Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Celanese Corporation CE Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
CAVA Group, Inc. CAVA Consumer / Retail - Restaurants David Tarantino, CFA
414.298.7649
Caterpillar Inc. CAT Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Catalent, Inc. CTLT Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Castle Biosciences, Inc. CSTL Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Carvana Co. CVNA Technology & Services - Internet Colin Sebastian
415.364.3350
Carrier Global Corporation CARR Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
CarMax, Inc. KMX Industrial - Auto Services & Marketplaces Craig Kennison, CFA
414.765.3870
Carlisle Companies Inc. CSL Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
Carisma Therapeutics, Inc. CARM Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
CareTrust REIT Inc. CTRE Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Cardinal Health, Inc. CAH Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Capri Holdings Limited CPRI Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Capital One Financial Corporation COF Financial Institutions - US Banks David George, CFA
314.445.6510
Canada Goose Holdings Inc. GOOS-CA Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Camping World Holdings, Inc. CWH Consumer / Retail - Consumer: Recreational Vehicles Craig Kennison, CFA
414.765.3870
Camden Property Trust CPT Real Estate - Real Estate: Apartments Wesley Golladay, CFA
216.737.7510
California Water Service Group CWT Industrial - Sustainable Energy and Mobility Davis Sunderland
414.765.3829
Calidi Biotherapeutics, Inc. CLDI Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Cadence Design Systems, Inc. CDNS Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
CACI International Inc. CACI Industrial - Aerospace & Defense Peter Arment
646.557.3222
C.H. Robinson Worldwide, Inc. CHRW Industrial - Transportation/Logistics Garrett Holland, CFA
314.445.6516
BWX Technologies, Inc. BWXT Industrial - Aerospace & Defense Peter Arment
646.557.3222
Burlington Stores, Inc. BURL Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Bunge Limited BG Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Bumble Inc. BMBL Technology & Services - Internet and Digital Services Vikram Kesavabhotla, CFA
646.557.2727
Builders FirstSource, Inc. BLDR Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Brunswick Corporation BC Consumer / Retail - Consumer: Marine Craig Kennison, CFA
414.765.3870
BRP, Inc. DOO-CA Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
414.765.3870
BRP, Inc. DOOO Consumer / Retail - Consumer: Powersports Craig Kennison, CFA
414.765.3870
Broadcom Inc. AVGO Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
BrightView Holdings, Inc. BV Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Bright Horizons Family Solutions, Inc. BFAM Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Braemar Hotels & Resorts, Inc. BHR Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
Boston Scientific Corp. BSX Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Boston Properties, Inc. BXP Real Estate - Real Estate: Office * Suspended Coverage
BorgWarner Inc. BWA Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Boot Barn Holdings, Inc. BOOT Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
Blueprint Medicines Corporation BPMC Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
bluebird bio, Inc. BLUE Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Bloom Energy Corporation BE Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Block, Inc. SQ Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
BlackLine, Inc. BL Technology & Services - Software & SaaS Rob Oliver
203.602.1604
BlackBerry BB Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Blackbaud Inc. BLKB Technology & Services - Software & SaaS Rob Oliver
203.602.1604
BJ's Wholesale Club, Inc. BJ Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
Birkenstock Holdings Ltd BIRK Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Bio-Techne Corporation TECH Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
BioMarin Pharmaceutical, Inc. BMRN Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Biogen BIIB Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Bill Holdings, Inc. BILL Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
BeyondSpring Inc. BYSI Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Berry Global Group, Inc. BERY Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Bentley Systems, Incorporated BSY Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Beacon Building Products BECN Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Bath & Body Works Inc. BBWI Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Bank of America BAC Financial Institutions - US Banks David George, CFA
314.445.6510
Bandwidth.com Inc. BAND Technology & Services - Cloud Software William Power, CFA
214.220.3055
Ball Corporation BALL Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Badger Meter, Inc. BMI Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Axonics, Inc. AXNX Healthcare / Life Sciences - Medical Technology David Rescott
646.557.3219
Axon Enterprise, Inc. AXON Technology & Services - Cloud Software William Power, CFA
214.220.3055
Axalta Coating Systems AXTA Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
AvidXchange Holdings Inc. AVDX Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Avery Dennison Corporation AVY Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Avantor, Inc. AVTR Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Automatic Data Processing, Inc. ADP Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Autoliv, Inc. ALV Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Autodesk, Inc. ADSK Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Atmus Filtration Technologies, Inc. ATMU Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Atlassian Corporation Plc TEAM Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Astec Industries, Inc. ASTE Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Associated Banc-Corp ASB Financial Institutions - US Banks David George, CFA
314.445.6510
Aspen Technology, Inc. AZPN Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Ashford Hospitality Trust Inc. AHT Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
ASGN Incorporated ASGN Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Asana, Inc. ASAN Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Arrowhead Pharmaceuticals ARWR Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Armada Hoffler Properties Inc. AHH Real Estate - Real Estate: Diversified Wesley Golladay, CFA
216.737.7510
Arhaus, Inc. ARHS Consumer / Retail - Retail / Consumer Products & Services Peter Benedict
203.353.1049
argenx SE ARGX Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Arcturus Therapeutics Holdings Inc. ARCT Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Arcellx, Inc. ACLX Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Arbutus Biopharma Corporation ABUS Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Aramark ARMK Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
Aptiv PLC APTV Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
AptarGroup, Inc. ATR Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Applied Therapeutics, Inc. APLT Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
Applied Industrial Technologies, Inc. AIT Industrial - Industrial Distribution David Manthey, CFA
414.765.3774
Apple, Inc. AAPL Technology & Services - Cloud Software William Power, CFA
214.220.3055
Apple Hospitality REIT, Inc. APLE Real Estate - Real Estate: Hotel REITs Michael Bellisario
414.298.6130
APi Group Corporation APG Industrial - Industrial Services Andrew Wittmann, CFA
414.298.1898
Apellis Pharmaceuticals, Inc. APLS Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
ANSYS, Inc. ANSS Technology & Services - Vertical Software Joe Vruwink, CFA
414.298.5934
Analog Devices, Inc. ADI Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Amplitude, Inc. AMPL Technology & Services - Software & SaaS Rob Oliver
203.602.1604
Amphenol Corporation APH Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
AMN Healthcare Services, Inc. AMN Technology & Services - Human Capital Technology & Solutions Mark Marcon, CFA
414.298.7556
Amgen Inc. AMGN Healthcare / Life Sciences - Biotechnology Brian Skorney, CFA
646.557.3204
AMETEK, Inc. AME Industrial - Advanced Industrial Equipment Robert Mason, CFA
615.341.7111
Americold Realty Trust COLD Real Estate - Real Estate: Industrial Nicholas Thillman
414.298.5053
American Woodmark Corporation AMWD Consumer / Retail - Building Products-Residential Timothy Wojs, CFA
414.298.5009
American Express Co AXP Financial Institutions - US Banks David George, CFA
314.445.6510
Ameresco, Inc. AMRC Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Amdocs Limited DOX Technology & Services - Cloud Software William Power, CFA
214.220.3055
Amcor PLC AMCR Industrial - Packaging & Coatings Ghansham Panjabi, Ph.D.
214.220.3040
Ambrx Biopharma, Inc. AMAM Healthcare / Life Sciences - Biotechnology Joel Beatty, MD, CFA
646.557.2731
Amazon.com AMZN Technology & Services - Internet Colin Sebastian
415.364.3350
Alpine Income Property Trust, Inc. PINE Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Alphabet Inc. (C) GOOG Technology & Services - Internet Colin Sebastian
415.364.3350
Alphabet Inc. (A) GOOGL Technology & Services - Internet Colin Sebastian
415.364.3350
Allogene Therapeutics, Inc. ALLO Healthcare / Life Sciences - Biotechnology Jack Allen, CFA
646.557.3205
Allison Transmission Holdings Inc. ALSN Industrial - Vehicle Technology & Mobility Luke Junk, CFA
414.298.5084
Allegion plc ALLE Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
Allbirds, Inc. BIRD Consumer / Retail - Fashion & Wellness Mark Altschwager, CFA
414.765.3572
Align Technology, Inc. ALGN Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Alibaba Group Holding Limited BABA Technology & Services - Internet Colin Sebastian
415.364.3350
Alexandria Real Estate ARE Real Estate - Real Estate: Healthcare Wesley Golladay, CFA
216.737.7510
Alcon, Inc. ALC Healthcare / Life Sciences - Medical Technology Jeff Johnson, O.D., CFA
414.298.6027
Albemarle Corporation ALB Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Albany International Corp. AIN Industrial - General Industrial Peter Arment
646.557.3222
Alamo Group, Inc. ALG Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
Akamai Technologies, Inc. AKAM Technology & Services - Cloud Software William Power, CFA
214.220.3055
Airbnb, Inc. ABNB Technology & Services - Internet Colin Sebastian
415.364.3350
Agree Realty Corporation ADC Real Estate - Real Estate: Net Lease Wesley Golladay, CFA
216.737.7510
Agilent Technologies, Inc. A Healthcare / Life Sciences - Life Sciences & Diagnostics Catherine Schulte
312.609.5460
Agenus, Inc. AGEN Healthcare / Life Sciences - Biotechnology Colleen Kusy, CFA
646.557.3223
AGCO Corporation AGCO Industrial - Machinery & Diversified Industrial Mircea (Mig) Dobre, CFA
414.298.6138
AeroVironment, Inc. AVAV Industrial - Aerospace & Defense Peter Arment
646.557.3222
AECOM ACM Industrial - Engineering & Construction Andrew Wittmann, CFA
414.298.1898
Advanced Micro Devices Inc. AMD Technology & Services - Semiconductor Components Tristan Gerra
415.593.8058
Advanced Drainage Systems, Inc. WMS Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
Adtalem Global Education Inc. ATGE Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694
Adobe Systems Inc. ADBE Technology & Services - Software & SaaS Rob Oliver
203.602.1604
ADM ADM Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
Adidas AG ADS-DE Consumer / Retail - Active Lifestyles: Apparel, Footwear & Fitness Jonathan Komp, CFA
414.298.2649
AdaptHealth Corp. AHCO Healthcare / Life Sciences - Healthcare Supply Chain & Pharma Services Eric Coldwell
312.609.5467
Acuity Brands, Inc. AYI Industrial - Building Products-Commercial Timothy Wojs, CFA
414.298.5009
Accenture ACN Technology & Services - Financial Technology, Payments, and Services David Koning, CFA
414.298.7494
Academy Sports and Outdoors, Inc. ASO Consumer / Retail - Retail / Consumer Products & Services Justin Kleber, CFA
314.445.6517
ABM Industries Inc. ABM Technology & Services - Facility Services Andrew Wittmann, CFA
414.298.1898
A.O. Smith Corp. AOS Industrial - Flow & Motion Solutions Michael Halloran, CFA
414.298.1964
8x8, Inc. EGHT Technology & Services - Cloud Software William Power, CFA
214.220.3055
5E Advanced Materials, Inc FEAM Industrial - Sustainable Energy and Mobility Ben Kallo, CFA
646.557.3203
2U, Inc. TWOU Technology & Services - Information & Education Solutions Jeffrey Meuler, CFA
414.298.7694