U.S. Solid Balance Sheet and Fundamentals

Chewy

Market Cap: US$17.0b

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

Visa

Market Cap: US$671.8b

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

Automatic Data Processing

Market Cap: US$125.5b

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

NVIDIA

Market Cap: US$3.9t

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

Clear Secure

Market Cap: US$3.9b

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

TJX Companies

Market Cap: US$140.4b

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

Manhattan Associates

Market Cap: US$12.1b

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

Lam Research

Market Cap: US$126.4b

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

Chipotle Mexican Grill

Market Cap: US$76.9b

Owns and operates Chipotle Mexican Grill restaurants.

Williams-Sonoma

Market Cap: US$21.3b

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

Qualys

Market Cap: US$5.5b

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

Atour Lifestyle Holdings

Market Cap: US$4.6b

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

Netflix

Market Cap: US$552.0b

Provides entertainment services.

Evercore

Market Cap: US$11.8b

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

Check Point Software Technologies

Market Cap: US$24.2b

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

Cohen & Steers

Market Cap: US$4.0b

A publicly owned asset management holding company.

W.W. Grainger

Market Cap: US$50.5b

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

QUALCOMM

Market Cap: US$178.3b

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

QuantaSing Group

Market Cap: US$456.4m

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

EMCOR Group

Market Cap: US$24.5b

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

EverQuote

Market Cap: US$886.9m

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

Fortinet

Market Cap: US$80.9b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Ross Stores

Market Cap: US$43.0b

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

Johnson & Johnson

Market Cap: US$375.4b

Engages in the research and development, manufacture, and sale of various products in the healthcare field worldwide.

C.H. Robinson Worldwide

Market Cap: US$11.6b

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

Ralph Lauren

Market Cap: US$16.9b

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

lululemon athletica

Market Cap: US$29.6b

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.

DLocal

Market Cap: US$3.3b

Operates a payment processing platform worldwide.

Hims & Hers Health

Market Cap: US$10.7b

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

Trane Technologies

Market Cap: US$97.5b

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

Karooooo

Market Cap: US$1.6b

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.

Southern Copper

Market Cap: US$85.1b

Engages in mining, exploring, smelting, and refining copper and other minerals in Peru, Mexico, Argentina, Ecuador, and Chile.

DocuSign

Market Cap: US$16.0b

Provides electronic signature solution in the United States and internationally.

Cintas

Market Cap: US$88.6b

Engages in the provision of corporate identity uniforms and related business services primarily in the United States, Canada, and Latin America.

Expeditors International of Washington

Market Cap: US$16.2b

Provides logistics services in the Americas, North Asia, South Asia, Europe, and MAIR.

SEI Investments

Market Cap: US$11.6b

A publicly owned asset management holding company.