U.S. Healthy potentially undervalued

Tennant

Market Cap: US$1.4b

Designs, manufactures, and markets floor cleaning equipment in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Enovis

Market Cap: US$1.5b

Operates as a medical technology company focus on developing clinically differentiated solutions in the United States and internationally.

Slide Insurance Holdings

Market Cap: US$2.4b

Engages in underwriting single family and condominium policies in the property and casualty industry in the United States.

PTC

Market Cap: US$21.0b

Operates as software company in the Americas, Europe, and the Asia Pacific.

Barrett Business Services

Market Cap: US$926.1m

Provides business management solutions for small and mid-sized companies in the United States.

ACI Worldwide

Market Cap: US$5.0b

Develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and internationally.

Capital Bancorp

Market Cap: US$473.3m

Operates as the bank holding company for Capital Bank, N.A.

Blue Bird

Market Cap: US$1.6b

Designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally.

Thryv Holdings

Market Cap: US$266.7m

Provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.

LKQ

Market Cap: US$7.7b

Engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories.

Coterra Energy

Market Cap: US$19.6b

An independent oil and gas company, engages in the exploration, development, and production of oil, natural gas, and natural gas liquids in the United States.

Rayonier

Market Cap: US$3.4b

Rayonier is a leading timberland real estate investment trust with assets located in some of the most productive softwood timber growing regions in the United States.

DHT Holdings

Market Cap: US$1.9b

Through its subsidiaries, owns and operates crude oil tankers primarily in Monaco, Singapore, Norway, and India.

Zevra Therapeutics

Market Cap: US$486.4m

A commercial-stage company, focuses on addressing unmet needs for the treatment of rare diseases in the United States.

FinVolution Group

Market Cap: US$1.4b

An investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, and internationally.

EOG Resources

Market Cap: US$56.4b

Explores for, develops, produces, and markets crude oil, natural gas liquids, and natural gas in producing basins in the United States, the Republic of Trinidad and Tobago, and internationally.

Flowco Holdings

Market Cap: US$1.6b

Through its subsidiaries, provides production optimization, artificial lift, and methane abatement solutions for the oil and natural gas industry in the United States.

Silgan Holdings

Market Cap: US$4.3b

Manufactures and sells rigid packaging solutions for consumer goods products in the United States and internationally.

J.Jill

Market Cap: US$218.7m

Operates as an omnichannel retailer for women’s apparel in the United States.

Turtle Beach

Market Cap: US$268.0m

Operates as an audio technology company in North America, Europe, the Middle East, and the Asia Pacific.

Scorpio Tankers

Market Cap: US$2.4b

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

Vontier

Market Cap: US$5.5b

Provides mobility ecosystem solutions worldwide.

Custom Truck One Source

Market Cap: US$1.4b

Provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada.

RPM International

Market Cap: US$13.6b

Provides specialty chemicals for the construction, industrial, specialty, and consumer markets.

Gaming and Leisure Properties

Market Cap: US$13.0b

GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.

Spectrum Brands Holdings

Market Cap: US$1.4b

Operates as a branded consumer products and home essentials company in North America, Europe, the Middle East, Africa, Latin America, and Asia-Pacific regions.

Chemed

Market Cap: US$6.1b

Provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States.

Meritage Homes

Market Cap: US$4.7b

Designs and builds single-family attached and detached homes in the United States.

Titan International

Market Cap: US$518.0m

Manufactures and sells wheels, tires, and undercarriage systems and components for off-highway vehicles in the United States and internationally.

Gates Industrial

Market Cap: US$5.7b

Manufactures and sells engineered power transmission and fluid power solutions worldwide.

Aviat Networks

Market Cap: US$274.6m

Provides microwave networking and wireless access networking solutions in North America, Africa, the Middle East, Europe, Latin America, and the Asia Pacific.

Byrna Technologies

Market Cap: US$396.6m

A less-lethal self-defense technology company, develops, manufactures, and sells less-lethal personal security solutions in the United States, South Africa, Europe, South America, Asia, and Canada.

Kimberly-Clark

Market Cap: US$33.5b

Manufactures and markets personal care products in the United States.

EMCOR Group

Market Cap: US$28.0b

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

SLB

Market Cap: US$56.7b

Engages in the provision of technology for the energy industry worldwide.

Catalyst Pharmaceuticals

Market Cap: US$3.0b

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