U.S. Solid Balance Sheet and Fundamentals

Chewy

Market Cap: US$13.5b

Engages in the pure play e-commerce business in the United States.

PJT Partners

Market Cap: US$5.7b

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.

LegalZoom.com

Market Cap: US$1.6b

Operates an online platform that supports the legal, compliance, and business management needs of small businesses and consumers in the United States.

Visa

Market Cap: US$683.5b

Operates as a payment technology company in the United States and internationally.

Corcept Therapeutics

Market Cap: US$6.0b

Engages in discovery and development of medication for the treatment of severe endocrinologic, oncologic, metabolic, and neurologic disorders in the United States.

TJX Companies

Market Cap: US$135.5b

Operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia.

Manhattan Associates

Market Cap: US$10.7b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

NVIDIA

Market Cap: US$2.7t

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

Lam Research

Market Cap: US$96.0b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits.

Chipotle Mexican Grill

Market Cap: US$69.0b

Owns and operates Chipotle Mexican Grill restaurants.

Gambling.com Group

Market Cap: US$464.1m

Operates as a performance marketing company for the online gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.

Evercore

Market Cap: US$8.5b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

Qualys

Market Cap: US$4.7b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Autodesk

Market Cap: US$57.5b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Check Point Software Technologies

Market Cap: US$25.1b

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

Williams-Sonoma

Market Cap: US$20.3b

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

Cohen & Steers

Market Cap: US$4.1b

A publicly owned asset management holding company.

W.W. Grainger

Market Cap: US$47.6b

Distributes maintenance, repair, and operating products and services primarily in North America, Japan, and the United Kingdom.

Atour Lifestyle Holdings

Market Cap: US$4.0b

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

Clear Secure

Market Cap: US$3.7b

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

Medpace Holdings

Market Cap: US$9.6b

Provides clinical research-based drug and medical device development services in North America, Europe, and Asia.

Fortinet

Market Cap: US$76.5b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Paychex

Market Cap: US$54.7b

Provides integrated human capital management solutions (HCM) for payroll, benefits, human resources (HR), and insurance services for small to medium-sized businesses in the United States, Europe, and India.

Deckers Outdoor

Market Cap: US$17.7b

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$168.8b

Operates as a technology company worldwide.

Netflix

Market Cap: US$417.8b

Provides entertainment services.

NVR

Market Cap: US$21.9b

Operates as a homebuilder in the United States.

Ross Stores

Market Cap: US$42.6b

Operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd’s DISCOUNTS brand names in the United States.

QUALCOMM

Market Cap: US$174.6b

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

Trane Technologies

Market Cap: US$77.7b

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

Abercrombie & Fitch

Market Cap: US$3.9b

Through its subsidiaries, operates as an omnichannel retailer in the United States, Europe, the Middle East, Asia, the Asia-Pacific, Canada, and internationally.

lululemon athletica

Market Cap: US$41.2b

Lululemon Athletica Inc., together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men.

Ralph Lauren

Market Cap: US$13.9b

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

Bancorp

Market Cap: US$2.5b

Operates as the financial holding company for The Bancorp Bank, National Association that provides banking products and services in the United States.

Protagonist Therapeutics

Market Cap: US$3.0b

A biopharmaceutical company, develops peptide therapeutics for hematology and blood disorders, and inflammatory and immunomodulatory diseases.

Hims & Hers Health

Market Cap: US$7.1b

Operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, and internationally.