U.S. Solid Balance Sheet and Fundamentals

National Beverage

Market Cap: US$4.2b

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.

Oddity Tech

Market Cap: US$4.2b

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

ExlService Holdings

Market Cap: US$7.3b

Operates as a data analytics, and digital operations and solutions company in the United States and internationally.

Deckers Outdoor

Market Cap: US$15.8b

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

Comfort Systems USA

Market Cap: US$18.4b

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

Costco Wholesale

Market Cap: US$437.3b

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.

AECOM

Market Cap: US$15.0b

Provides professional infrastructure consulting services for governments, businesses, and organizations worldwide.

Nu Holdings

Market Cap: US$65.8b

Provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States.

DICK'S Sporting Goods

Market Cap: US$16.5b

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

MINISO Group Holding

Market Cap: US$5.6b

An investment holding company, engages in the retail and wholesale of lifestyle products and pop toy products in China, rest of Asia, the Americas, Europe, Indonesia, and internationally.

SharkNinja

Market Cap: US$14.0b

A product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.

Qifu Technology

Market Cap: US$5.8b

Qifu Technology, Inc., together with its subsidiaries, operate AI-empowered credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

Waters

Market Cap: US$21.2b

Provides analytical workflow solutions in Asia, the Americas, and Europe.

Alphabet

Market Cap: US$2.1t

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

Medpace Holdings

Market Cap: US$9.2b

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

Nova

Market Cap: US$7.9b

Designs, develops, produces, and sells process control systems used in the manufacture of semiconductors in Israel, Taiwan, the United States, China, Korea, and internationally.

Amphenol

Market Cap: US$117.8b

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

Exelixis

Market Cap: US$11.9b

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

Teradyne

Market Cap: US$14.7b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Uber Technologies

Market Cap: US$192.7b

Develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

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.

Progressive

Market Cap: US$154.9b

Operates as an insurance company in the United States.

Arista Networks

Market Cap: US$124.2b

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.

Eaton

Market Cap: US$138.9b

Operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific.

Pegasystems

Market Cap: US$9.0b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Luckin Coffee

Market Cap: US$12.5b

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

Meta Platforms

Market Cap: US$1.8t

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.

TechnipFMC

Market Cap: US$14.5b

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.

RPM International

Market Cap: US$14.4b

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

Jack Henry & Associates

Market Cap: US$13.3b

A financial technology company that connects people and financial institutions through technology solutions and payment processing services that reduce the barriers to financial health.

Accenture

Market Cap: US$189.4b

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

Monolithic Power Systems

Market Cap: US$35.8b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets.

Morningstar

Market Cap: US$13.2b

Provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

Pinterest

Market Cap: US$24.1b

Operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally.

Futu Holdings

Market Cap: US$16.9b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

Carpenter Technology

Market Cap: US$13.5b

Engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.