U.S. Solid Balance Sheet and Fundamentals

PDD Holdings

Market Cap: US$147.1b

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

Badger Meter

Market Cap: US$7.1b

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

Powell Industries

Market Cap: US$2.6b

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

Exponent

Market Cap: US$3.9b

Operates as a science and engineering consulting company in the United States and internationally.

Modine Manufacturing

Market Cap: US$5.5b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

Camtek

Market Cap: US$4.1b

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

Gap

Market Cap: US$8.5b

Operates as an apparel retail company.

ResMed

Market Cap: US$37.6b

Develops, manufactures, distributes, and markets medical devices and cloud-based software applications for the healthcare markets.

Abbott Laboratories

Market Cap: US$233.9b

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

Applied Industrial Technologies

Market Cap: US$9.4b

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

Watsco

Market Cap: US$17.2b

Engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean.

Stride

Market Cap: US$5.9b

A technology-based education service company, engages in the provision of proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally.

Nextracker

Market Cap: US$9.8b

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

eToro Group

Market Cap: US$5.3b

Engages in the trading business.

Vita Coco Company

Market Cap: US$2.1b

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.

YETI Holdings

Market Cap: US$2.7b

Designs, retails, and distributes outdoor products under the YETI brand name.

Doximity

Market Cap: US$11.6b

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

Louisiana-Pacific

Market Cap: US$6.4b

Provides building solutions for applications in new home construction, repair and remodeling, and outdoor structure markets.

Climb Global Solutions

Market Cap: US$507.6m

Operates as a value-added information technology (IT) distribution and solutions company in the United States, Canada, Europe, and the United Kingdom.

Catalyst Pharmaceuticals

Market Cap: US$2.6b

A commercial-stage biopharmaceutical company, focuses on developing and commercializing medicines for patients living with rare diseases in the United States.

Oceaneering International

Market Cap: US$2.1b

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

WNS (Holdings)

Market Cap: US$2.9b

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

Amazon.com

Market Cap: US$2.4t

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

Frequency Electronics

Market Cap: US$207.2m

Engages in designing, development, and manufacturing of precision time and frequency control products and components for microwave integrated circuit applications.

PulteGroup

Market Cap: US$21.9b

Through its subsidiaries, engages in the homebuilding business in the United States.

CF Industries Holdings

Market Cap: US$15.3b

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.

Magnolia Oil & Gas

Market Cap: US$4.5b

An independent oil and natural gas company, engages in the acquisition, development, exploration, and production of oil, natural gas, and natural gas liquids reserves in the United States.

Fluor

Market Cap: US$8.7b

Provides engineering, procurement, and construction (EPC); fabrication and modularization; and project management services worldwide.

JOYY

Market Cap: US$2.6b

Engages in the provision of social product matrix and communication technology.

Toro

Market Cap: US$7.4b

Designs, manufactures, markets, and sells professional turf maintenance equipment and services.

ZIM Integrated Shipping Services

Market Cap: US$1.9b

Provides container shipping and related services in Israel and internationally.

InterDigital

Market Cap: US$5.8b

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

OneSpan

Market Cap: US$668.7m

Designs, develops, and markets digital solutions for security, authentication, identity, electronic signature, and digital workflow products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

Bank7

Market Cap: US$420.4m

Operates as a bank holding company for Bank7 that provides banking and financial services to individual and corporate customers.

Ituran Location and Control

Market Cap: US$785.8m

Provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.

Yuanbao

Market Cap: US$1.0b

Through its subsidiaries, provides online insurance distribution and services in the People’s Republic of China.