U.S. Solid Balance Sheet and Fundamentals

Chewy

Market Cap: US$15.0b

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

Visa

Market Cap: US$665.5b

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

PJT Partners

Market Cap: US$7.5b

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.

Automatic Data Processing

Market Cap: US$124.6b

Engages in the provision of cloud-based human capital management (HCM) solutions worldwide.

NVIDIA

Market Cap: US$4.3t

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

Moelis

Market Cap: US$5.8b

Operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia.

Clear Secure

Market Cap: US$4.0b

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

TJX Companies

Market Cap: US$139.9b

Operates as an off-price apparel and home fashions retailer worldwide.

Chipotle Mexican Grill

Market Cap: US$60.2b

Owns and operates Chipotle Mexican Grill restaurants.

Lam Research

Market Cap: US$126.1b

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

Manhattan Associates

Market Cap: US$13.4b

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

Williams-Sonoma

Market Cap: US$23.2b

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

Atour Lifestyle Holdings

Market Cap: US$4.9b

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

Evercore

Market Cap: US$12.4b

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

Qualys

Market Cap: US$5.0b

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

Netflix

Market Cap: US$496.6b

Provides entertainment services.

Check Point Software Technologies

Market Cap: US$23.7b

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

W.W. Grainger

Market Cap: US$50.4b

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

General Electric

Market Cap: US$287.0b

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems.

QUALCOMM

Market Cap: US$173.7b

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

Armstrong World Industries

Market Cap: US$7.3b

Engages in the design, manufacture, and sale of ceiling and wall solutions in the Americas.

Fastenal

Market Cap: US$53.7b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

EMCOR Group

Market Cap: US$28.3b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

EverQuote

Market Cap: US$911.1m

Operates an online marketplace for insurance shopping in the United States.

Fortinet

Market Cap: US$80.3b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Medpace Holdings

Market Cap: US$12.7b

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

Ross Stores

Market Cap: US$46.1b

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

Ralph Lauren

Market Cap: US$18.3b

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

SEI Investments

Market Cap: US$11.0b

A publicly owned asset management holding company.

C.H. Robinson Worldwide

Market Cap: US$12.0b

Provides freight transportation and related logistics and supply chain services in the United States and internationally.

DLocal

Market Cap: US$3.1b

Operates a payment processing platform worldwide.

Hims & Hers Health

Market Cap: US$13.1b

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

Karooooo

Market Cap: US$1.5b

Provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Trane Technologies

Market Cap: US$105.4b

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

QuantaSing Group

Market Cap: US$463.1m

Provides online learning services in the People’s Republic of China.

Deckers Outdoor

Market Cap: US$16.7b

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