U.S. Solid Balance Sheet and Fundamentals

Southern Copper

Market Cap: US$74.1b

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

DocuSign

Market Cap: US$18.3b

Provides electronic signature solution in the United States and internationally.

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$3.5b

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

DICK'S Sporting Goods

Market Cap: US$14.3b

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

ExlService Holdings

Market Cap: US$7.5b

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

Nu Holdings

Market Cap: US$63.3b

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

Karooooo

Market Cap: US$1.6b

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.

AECOM

Market Cap: US$14.3b

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

Abercrombie & Fitch

Market Cap: US$3.8b

Through its subsidiaries, operates as an omnichannel retailer in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Comfort Systems USA

Market Cap: US$16.3b

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

SharkNinja

Market Cap: US$14.2b

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

Alphabet

Market Cap: US$2.0t

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

Waters

Market Cap: US$20.9b

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

Medpace Holdings

Market Cap: US$8.5b

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

Nova

Market Cap: US$5.7b

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

Costco Wholesale

Market Cap: US$448.3b

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.

Uber Technologies

Market Cap: US$188.5b

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

Teradyne

Market Cap: US$13.3b

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

Exelixis

Market Cap: US$12.6b

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$6.2b

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.

Amphenol

Market Cap: US$104.0b

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

Progressive

Market Cap: US$164.8b

Operates as an insurance company in the United States.

Upwork

Market Cap: US$2.2b

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

PDD Holdings

Market Cap: US$167.3b

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

Arista Networks

Market Cap: US$120.7b

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$8.4b

Manufactures and sells filtration systems and replacement parts worldwide.

Eaton

Market Cap: US$127.9b

Operates as a power management company worldwide.

TechnipFMC

Market Cap: US$13.2b

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.

Meta Platforms

Market Cap: US$1.6t

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.

Luckin Coffee

Market Cap: US$10.3b

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

Jack Henry & Associates

Market Cap: US$13.2b

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

RPM International

Market Cap: US$14.7b

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

Agilent Technologies

Market Cap: US$32.0b

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

Accenture

Market Cap: US$202.3b

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$34.0b

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