U.S. Solid Balance Sheet and Fundamentals

SharkNinja

Market Cap: US$11.7b

A product design and technology company, engages in the provision of various solutions for consumers worldwide.

YETI Holdings

Market Cap: US$2.7b

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

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.

Morningstar

Market Cap: US$12.8b

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

ResMed

Market Cap: US$32.8b

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

Hubbell

Market Cap: US$17.7b

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

Walmart

Market Cap: US$703.8b

Engages in the operation of retail and wholesale stores and clubs, eCommerce websites, and mobile applications worldwide.

Brown-Forman

Market Cap: US$16.0b

Manufactures, distills, bottles, imports, exports, markets, and sells various alcoholic beverages.

Flex

Market Cap: US$12.7b

Provides manufacturing solutions to various brands in Asia, the Americas, and Europe.

Monolithic Power Systems

Market Cap: US$27.8b

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

Exponent

Market Cap: US$4.1b

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

Camtek

Market Cap: US$2.7b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry.

CRA International

Market Cap: US$1.2b

Provides economic, financial, and management consulting services worldwide.

Abbott Laboratories

Market Cap: US$230.1b

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

Paycom Software

Market Cap: US$12.2b

Provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States.

United States Lime & Minerals

Market Cap: US$2.5b

Manufactures and supplies lime and limestone products in the United States.

Stride

Market Cap: US$5.4b

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.

PulteGroup

Market Cap: US$20.8b

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

International General Insurance Holdings

Market Cap: US$1.2b

International General Insurance Holdings Ltd.

Applied Industrial Technologies

Market Cap: US$8.6b

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

Amazon.com

Market Cap: US$2.0t

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

Oceaneering International

Market Cap: US$2.2b

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

W. R. Berkley

Market Cap: US$27.0b

An insurance holding company, operates as a commercial line writer worldwide.

Louisiana-Pacific

Market Cap: US$6.4b

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

Synchrony Financial

Market Cap: US$20.6b

Operates as a consumer financial services company in the United States.

Vita Coco Company

Market Cap: US$1.7b

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.

M-tron Industries

Market Cap: US$129.7m

Engages in the design, manufacture, and marketing of frequency and spectrum control products in the United States and internationally.

Nextracker

Market Cap: US$6.1b

An energy solutions company, provides solar tracker and software solutions for utility-scale and distributed generation solar projects in the United States and internationally.

Global Ship Lease

Market Cap: US$816.6m

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

Interparfums

Market Cap: US$3.7b

Manufactures, markets, and distributes a range of fragrances and fragrance related products in the United States and internationally.

Dover

Market Cap: US$24.1b

Provides equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services worldwide.

Bank7

Market Cap: US$366.0m

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

Hamilton Insurance Group

Market Cap: US$2.1b

Through its subsidiaries, operates as specialty insurance and reinsurance company in Bermuda and internationally.

Catalyst Pharmaceuticals

Market Cap: US$2.9b

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

Scorpio Tankers

Market Cap: US$1.7b

Engages in the seaborne transportation of crude oil and refined petroleum products worldwide.

Coinbase Global

Market Cap: US$43.7b

Operates platform for crypto assets in the United States and internationally.