U.S. Solid Balance Sheet and Fundamentals

Cintas

Market Cap: US$82.0b

Engages in the provision of corporate identity uniforms and related business services primarily in the United States, Canada, and Latin America.

SEI Investments

Market Cap: US$9.8b

A publicly owned asset management holding company.

Southern Copper

Market Cap: US$75.0b

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

DICK'S Sporting Goods

Market Cap: US$16.1b

Operates as an omni-channel sporting goods retailer primarily in the United States.

DocuSign

Market Cap: US$16.8b

Provides electronic signature solution in the United States and internationally.

National Beverage

Market Cap: US$3.9b

Through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks in the United States and Canada.

Karooooo

Market Cap: US$1.3b

Provides mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

EverQuote

Market Cap: US$960.3m

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

Expeditors International of Washington

Market Cap: US$16.5b

Provides logistics services in the Americas, North Asia, South Asia, Europe, and MAIR.

Oddity Tech

Market Cap: US$2.4b

Operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally.

AppFolio

Market Cap: US$8.1b

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

Spotify Technology

Market Cap: US$114.9b

Provides audio streaming subscription services worldwide.

Upwork

Market Cap: US$1.8b

Operates a work marketplace that connects businesses with various independent professionals and agencies in the United States, India, the Philippines, and internationally.

RPM International

Market Cap: US$14.7b

Manufactures and sells specialty chemicals for the industrial, specialty, and consumer markets worldwide.

Costco Wholesale

Market Cap: US$412.5b

Engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden.

Badger Meter

Market Cap: US$5.6b

Manufactures and markets flow measurement, quality, control, and communication solutions worldwide.

Exelixis

Market Cap: US$10.3b

An oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States.

Qifu Technology

Market Cap: US$6.4b

Operates credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

Alphabet

Market Cap: US$1.9t

Offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Eaton

Market Cap: US$107.4b

Operates as a power management company worldwide.

PDD Holdings

Market Cap: US$167.3b

A multinational commerce group, owns and operates a portfolio of businesses.

Meta Platforms

Market Cap: US$1.5t

Engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide.

HCI Group

Market Cap: US$1.6b

Engages in the property and casualty insurance, insurance management, reinsurance, real estate, and information technology businesses in the United States.

Arista Networks

Market Cap: US$98.3b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Donaldson Company

Market Cap: US$8.0b

Manufactures and sells filtration systems and replacement parts worldwide.

InterDigital

Market Cap: US$5.4b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

TechnipFMC

Market Cap: US$13.1b

Engages in the energy projects, technologies, systems, and services businesses in Europe, Central Asia, North America, Latin America, the Asia Pacific, Africa, the Middle East, and internationally.

Amphenol

Market Cap: US$80.6b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

Comfort Systems USA

Market Cap: US$11.5b

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

Accenture

Market Cap: US$190.5b

Provides strategy and consulting, industry X, song, and technology and operation services in North America, Europe, the Middle East, Africa, and internationally.

Agilent Technologies

Market Cap: US$33.3b

Provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide.

Luckin Coffee

Market Cap: US$11.0b

Offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.

Progressive

Market Cap: US$163.5b

Operates as an insurance company in the United States.

Grand Canyon Education

Market Cap: US$5.0b

Operates as an education services company in the United States.

A10 Networks

Market Cap: US$1.2b

Provides security and infrastructure solutions in the United States, rest of the Americas, Japan, rest of the Asia Pacific, Europe, the Middle East, and Africa.

Sterling Infrastructure

Market Cap: US$3.6b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.