U.S. Solid Balance Sheet and Fundamentals

Williams-Sonoma

Market Cap: US$25.3b

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

PJT Partners

Market Cap: US$7.7b

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.

Buckle

Market Cap: US$2.6b

Operates as a retailer of casual apparel, footwear, and accessories for men, women, and kids under the Buckle and Buckle Youth brands in the United States.

TJX Companies

Market Cap: US$174.8b

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

Rush Street Interactive

Market Cap: US$4.4b

Operates as an online casino and sports betting company in the United States, Canada, and Latin America.

OTC Markets Group

Market Cap: US$633.4m

Operates regulated markets for trading 12,000 U.S.

CarGurus

Market Cap: US$3.3b

Operates an online automotive platform for buying and selling vehicles in the United States and internationally.

Atour Lifestyle Holdings

Market Cap: US$5.1b

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

Qualys

Market Cap: US$4.8b

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

EMCOR Group

Market Cap: US$31.3b

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

Check Point Software Technologies

Market Cap: US$19.9b

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

AppFolio

Market Cap: US$7.8b

Provides cloud-based platform for the real estate industry in the United States.

Cohen & Steers

Market Cap: US$3.6b

A publicly owned asset management holding company.

EverQuote

Market Cap: US$890.3m

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

Comfort Systems USA

Market Cap: US$39.4b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Fastenal

Market Cap: US$50.2b

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

Deckers Outdoor

Market Cap: US$14.7b

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

Super Group (SGHC)

Market Cap: US$5.0b

Operates as an online sports betting and gaming operator.

TechnipFMC

Market Cap: US$21.1b

Engages in the energy projects, technologies, systems, and services businesses in Europe, Central Asia, North America, Latin America, the Asia Pacific, Africa, the Middle East, and internationally.

SEI Investments

Market Cap: US$10.6b

A publicly owned asset management holding company.

Monster Beverage

Market Cap: US$76.4b

Through its subsidiaries, engages in development, marketing, sale, and distribution of energy drink beverages and concentrates in the United States and internationally.

Argan

Market Cap: US$5.3b

Through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.

Expeditors International of Washington

Market Cap: US$21.8b

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

Yelp

Market Cap: US$1.7b

Operates a platform that connects consumers with local businesses in the United States and internationally.

AngloGold Ashanti

Market Cap: US$50.0b

Operates as a gold mining company in Africa, Australia, and the Americas.

Airbnb

Market Cap: US$79.2b

Operates a platform that enables hosts to offer stays and experiences to guests worldwide.

Intuit

Market Cap: US$151.7b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

lululemon athletica

Market Cap: US$23.7b

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.

Microsoft

Market Cap: US$3.4t

Develops and supports software, services, devices, and solutions worldwide.

Luckin Coffee

Market Cap: US$10.9b

Offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.

Micron Technology

Market Cap: US$410.8b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

Monolithic Power Systems

Market Cap: US$49.5b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

ACADIA Pharmaceuticals

Market Cap: US$4.4b

A biopharmaceutical company, focuses on the development and commercialization of medicines for central nervous system (CNS) disorders and rare diseases in the United States.

Doximity

Market Cap: US$7.8b

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

Tecnoglass

Market Cap: US$2.5b

Manufactures, supplies, and installs architectural glass, windows, and associated aluminum and vinyl products for commercial and residential construction markets in Colombia, the United States, Panama, and internationally.

Costco Wholesale

Market Cap: US$427.7b

Engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden.