U.S. Solid Balance Sheet and Fundamentals

Cummins

Market Cap: US$55.4b

Offers various power solutions worldwide.

ACADIA Pharmaceuticals

Market Cap: US$4.2b

A biopharmaceutical company, focuses on the development and commercialization of medicines for central nervous system (CNS) disorders and rare diseases in the United States.

Meta Platforms

Market Cap: US$1.9t

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$14.4b

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.

Harmony Biosciences Holdings

Market Cap: US$2.1b

A commercial-stage pharmaceutical company, focuses on developing and commercializing therapies for patients with rare and other neurological diseases in the United States.

Pinterest

Market Cap: US$24.5b

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

Accenture

Market Cap: US$156.0b

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$40.7b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

Jack Henry & Associates

Market Cap: US$11.7b

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

Levi Strauss

Market Cap: US$8.3b

Designs, markets, and sells apparels and related accessories for men, women, and children in the United States and internationally.

Pegasystems

Market Cap: US$9.1b

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.

Applied Industrial Technologies

Market Cap: US$9.9b

Distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica.

Futu Holdings

Market Cap: US$23.5b

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

Doximity

Market Cap: US$12.3b

Operates as a digital platform for medical professionals in the United States.

Uber Technologies

Market Cap: US$196.0b

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

ResMed

Market Cap: US$41.9b

Develops, manufactures, distributes, and markets medical devices and cloud-based software applications to diagnose, treat, and manage respiratory disorders in the United States and internationally.

Nextracker

Market Cap: US$10.0b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

PDD Holdings

Market Cap: US$168.0b

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

Incyte

Market Cap: US$16.6b

A biopharmaceutical company, engages in the discovery, development, and commercialization of therapeutics in the United States, Europe, Canada, and Japan.

American Coastal Insurance

Market Cap: US$519.8m

Through its subsidiaries, primarily engages in the commercial and personal property and casualty insurance business in the United States.

Hubbell

Market Cap: US$23.0b

Designs, manufactures, and sells electrical and utility solutions in the United States and internationally.

Gap

Market Cap: US$7.8b

Operates as an apparel retail company.

Powell Industries

Market Cap: US$3.1b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

Camtek

Market Cap: US$3.9b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.

Vita Coco Company

Market Cap: US$1.9b

Develops, markets, and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa, and the Asia Pacific.

Badger Meter

Market Cap: US$5.5b

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

Abbott Laboratories

Market Cap: US$226.7b

Abbott Laboratories, together with its subsidiaries, discovers, develops, manufactures, and sells health care products worldwide.

CF Industries Holdings

Market Cap: US$13.7b

Engages in the manufacture and sale of hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities in North America, Europe, and internationally.

Oceaneering International

Market Cap: US$2.3b

Provides engineered services and products, and robotic solutions to the offshore energy, defense, aerospace, manufacturing, and entertainment industries in the United States.

Ardent Health

Market Cap: US$1.8b

Owns and operates a network of hospitals and clinics that provides a range of healthcare services in the United States.

Pilgrim's Pride

Market Cap: US$11.4b

Produces, processes, markets, and distributes fresh, frozen, and value-added chicken and pork products to retailers, distributors, and foodservice operators in the United States, Europe, and Mexico.

WNS (Holdings)

Market Cap: US$3.2b

A business process management (BPM) company, provides data, voice, analytical, and business transformation services worldwide.

Amazon.com

Market Cap: US$2.5t

Engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.

ITT

Market Cap: US$13.0b

Manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets.

InMode

Market Cap: US$904.2m

Designs, develops, manufactures, and markets minimally invasive aesthetic medical products based on its proprietary radio frequency assisted lipolysis and deep subdermal fractional radiofrequency technologies in the United States, Europe, Asia, and internationally.

Global Ship Lease

Market Cap: US$1.1b

Engages in owning and chartering of containerships under fixed-rate charters to container shipping companies worldwide.