U.S. Solid Balance Sheet and Fundamentals

Chewy

Market Cap: US$13.3b

Engages in the e-commerce business in the United States.

PJT Partners

Market Cap: US$5.5b

An investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.

LegalZoom.com

Market Cap: US$1.6b

Operates an online platform that supports the legal, compliance, and business management needs of small businesses and consumers in the United States.

Visa

Market Cap: US$669.8b

Operates as a payment technology company in the United States and internationally.

TJX Companies

Market Cap: US$132.9b

Operates as an off-price apparel and home fashions retailer in the United States, Canada, Europe, and Australia.

Manhattan Associates

Market Cap: US$10.6b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

NVIDIA

Market Cap: US$2.7t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Lam Research

Market Cap: US$93.2b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits.

Chipotle Mexican Grill

Market Cap: US$67.6b

Owns and operates Chipotle Mexican Grill restaurants.

Gambling.com Group

Market Cap: US$440.4m

Operates as a performance marketing company for the online gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.

Evercore

Market Cap: US$8.3b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

Qualys

Market Cap: US$4.6b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Autodesk

Market Cap: US$55.7b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Check Point Software Technologies

Market Cap: US$24.7b

Develops, markets, and supports a range of products and services for IT security worldwide.

Williams-Sonoma

Market Cap: US$19.6b

Operates as an omni-channel specialty retailer of various products for home.

Cohen & Steers

Market Cap: US$4.0b

A publicly owned asset management holding company.

W.W. Grainger

Market Cap: US$47.0b

Distributes maintenance, repair, and operating products and services primarily in North America, Japan, and the United Kingdom.

Atour Lifestyle Holdings

Market Cap: US$3.9b

Through its subsidiaries, develops lifestyle brands around hotel offerings in the People’s Republic of China.

Clear Secure

Market Cap: US$3.6b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Medpace Holdings

Market Cap: US$9.5b

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

Fortinet

Market Cap: US$74.3b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Paychex

Market Cap: US$54.4b

Provides integrated human capital management solutions (HCM) for payroll, benefits, human resources (HR), and insurance services for small to medium-sized businesses in the United States, Europe, and India.

Deckers Outdoor

Market Cap: US$16.9b

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

Adobe

Market Cap: US$164.4b

Operates as a technology company worldwide.

Netflix

Market Cap: US$399.5b

Provides entertainment services.

NVR

Market Cap: US$21.5b

Operates as a homebuilder in the United States.

Ross Stores

Market Cap: US$41.4b

Operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd’s DISCOUNTS brand names in the United States.

QUALCOMM

Market Cap: US$168.8b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Trane Technologies

Market Cap: US$74.5b

Designs, manufactures, sells, and services of solutions for heating, ventilation, air conditioning, and custom and transport refrigeration.

lululemon athletica

Market Cap: US$35.4b

Designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally.

Abercrombie & Fitch

Market Cap: US$3.9b

Through its subsidiaries, operates as an omnichannel retailer in the United States, Europe, the Middle East, Asia, the Asia-Pacific, Canada, and internationally.

Bancorp

Market Cap: US$2.5b

Operates as the financial holding company for The Bancorp Bank, National Association that provides banking products and services in the United States.

Ralph Lauren

Market Cap: US$13.3b

Designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally.

Protagonist Therapeutics

Market Cap: US$3.0b

A biopharmaceutical company, develops peptide therapeutics for hematology and blood disorders, and inflammatory and immunomodulatory diseases.

Hims & Hers Health

Market Cap: US$6.5b

Operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, and internationally.

Nu Holdings

Market Cap: US$49.9b

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