U.S. Solid Balance Sheet and Fundamentals

PJT Partners

Market Cap: US$6.7b

An investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.

Clear Secure

Market Cap: US$4.1b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Moelis

Market Cap: US$4.7b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

Rush Street Interactive

Market Cap: US$3.9b

Operates as an online casino and sports betting company in the United States, Canada, and Latin America.

TJX Companies

Market Cap: US$156.3b

Operates as an off-price apparel and home fashions retailer worldwide.

NVIDIA

Market Cap: US$5.0t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Williams-Sonoma

Market Cap: US$23.5b

Operates as an omni-channel specialty retailer of various products for home.

Lam Research

Market Cap: US$202.5b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

QUALCOMM

Market Cap: US$193.7b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Lennox International

Market Cap: US$17.3b

Designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally.

Netflix

Market Cap: US$466.1b

Provides entertainment services.

Ameriprise Financial

Market Cap: US$42.0b

Operates as a diversified financial services company in the United States and internationally.

Western Digital

Market Cap: US$54.0b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Atour Lifestyle Holdings

Market Cap: US$5.7b

Through its subsidiaries, develops lifestyle brands around hotel offerings in the People’s Republic of China.

Southern Copper

Market Cap: US$112.3b

Engages in mining, exploring, smelting, and refining copper and other minerals in Peru, Mexico, Argentina, Ecuador, and Chile.

EMCOR Group

Market Cap: US$30.2b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

Lincoln Electric Holdings

Market Cap: US$12.8b

Through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products in the United States and internationally.

Cohen & Steers

Market Cap: US$3.5b

A publicly owned asset management holding company.

Trane Technologies

Market Cap: US$99.0b

Designs, manufactures, sells, and services of solutions for heating, ventilation, air conditioning, and custom and transport refrigeration.

DLocal

Market Cap: US$4.2b

Operates a payment processing platform worldwide.

AppFolio

Market Cap: US$9.4b

Provides cloud-based platform for the real estate industry in the United States.

EverQuote

Market Cap: US$818.3m

Operates an online marketplace for insurance shopping in the United States.

IDEXX Laboratories

Market Cap: US$57.8b

Develops, manufactures, and distributes products for the companion animal veterinary, livestock and poultry, dairy, and water testing industries in the United States and internationally.

Check Point Software Technologies

Market Cap: US$20.9b

Develops, markets, and supports a range of products and services for IT security worldwide.

Vertiv Holdings Co

Market Cap: US$73.2b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Fastenal

Market Cap: US$47.1b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

QuantaSing Group

Market Cap: US$394.3m

QuantaSing Group Limited desigs and sells pop toys.

Cricut

Market Cap: US$1.1b

Engages in the design, marketing, and distribution of a creativity platform that enables users to turn ideas into professional-looking handmade goods in the United States, Canada, the United Kingdom, Ireland, Australia, New Zealand, Western Europe, the Middle East, Latin America, South Africa, and Asia.

LifeVantage

Market Cap: US$93.2m

Engages in the identification, research, development, formulation, and sale of advanced nutrigenomic activators, dietary supplements, nootropics, weight management, pre- and pro-biotics and skin and hair care products.

Fortinet

Market Cap: US$67.1b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Ralph Lauren

Market Cap: US$19.1b

Designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally.

Ferguson Enterprises

Market Cap: US$48.5b

Operates as a distributor serving the water and air specialized professional in the United States and Canada.

Comfort Systems USA

Market Cap: US$34.4b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Deckers Outdoor

Market Cap: US$11.8b

Designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.

Adobe

Market Cap: US$141.3b

Operates as a technology company worldwide.

Armstrong World Industries

Market Cap: US$8.3b

Engages in the design, manufacture, and sale of ceiling and wall solutions in the Americas.