This is a draft version - Page is not published

Coverage

Ticker Name Analyst Sector Name Universe Name
CG
Carlyle Group Inc.
Sumeet Mody
Financial Services
Asset Manager
KKR
KKR & Co.
Sumeet Mody
Financial Services
Asset Manager
SAMG
Silvercrest Asset Management Group
Sumeet Mody
Financial Services
Asset Manager
VCTR
Victory Capital Holdings, Inc.
Sumeet Mody
Financial Services
Asset Manager
VRTS
Virtus Investment Partners
Sumeet Mody
Financial Services
Asset Manager
BX
Blackstone Group, Inc.
Sumeet Mody
Financial Services
Asset Manager
ARES
Ares Management Corporation
Sumeet Mody
Financial Services
Asset Manager
OWL
Blue Owl Capital Inc.
Sumeet Mody
Financial Services
Asset Manager
BGCP
BGC Partners, Inc.
Richard Repetto, CFA
Financial Services
eFinance
CBOE
Cboe Global Markets Inc.
Richard Repetto, CFA
Financial Services
eFinance
SCHW
Charles Schwab Corporation (The)
Richard Repetto, CFA
Financial Services
eFinance
CME
CME Group Inc.
Richard Repetto, CFA
Financial Services
eFinance
IBKR
Interactive Brokers Group
Richard Repetto, CFA
Financial Services
eFinance
ICE
IntercontinentalExchange, Inc.
Richard Repetto, CFA
Financial Services
eFinance
MKTX
MarketAxess Holdings Inc.
Richard Repetto, CFA
Financial Services
eFinance
NDAQ
Nasdaq, Inc.
Richard Repetto, CFA
Financial Services
eFinance
TW
TradeWeb Markets, Inc.
Richard Repetto, CFA
Financial Services
eFinance
VIRT
Virtu Financial, Inc.
Richard Repetto, CFA
Financial Services
eFinance
COIN
Coinbase Global, Inc.
Richard Repetto, CFA
Financial Services
eFinance
HOOD
Robinhood Markets, Inc.
Richard Repetto, CFA
Financial Services
eFinance
FRGE
Forge Global Holdings, Inc.
Richard Repetto, CFA
Financial Services
eFinance
AFL
Aflac Incorporated
John Barnidge
Financial Services
Insurance
AEL
American Equity Investment Life Holding Company
John Barnidge
Financial Services
Insurance
AMP
Ameriprise Financial, Inc.
John Barnidge
Financial Services
Insurance
BHF
Brighthouse Financial, Inc.
John Barnidge
Financial Services
Insurance
CNO
CNO Financial Group, Inc.
John Barnidge
Financial Services
Insurance
GL
Globe Life, Inc.
John Barnidge
Financial Services
Insurance
HMN
Horace Mann Educators Corporation
John Barnidge
Financial Services
Insurance
LNC
Lincoln National Corporation
John Barnidge
Financial Services
Insurance
MET
MetLife, Inc.
John Barnidge
Financial Services
Insurance
PFG
Principal Financial Group, Inc.
John Barnidge
Financial Services
Insurance
PRU
Prudential Financial Inc.
John Barnidge
Financial Services
Insurance
RGA
Reinsurance Group Of America, Incorporated
John Barnidge
Financial Services
Insurance
VOYA
Voya Financial Inc.
John Barnidge
Financial Services
Insurance
ALL
Allstate Corporation
Paul Newsome, CFA, CPCU
Financial Services
Insurance
AFG
American Financial Group Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
AIG
American International Group, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
AON
Aon plc
Paul Newsome, CFA, CPCU
Financial Services
Insurance
AJG
Arthur J. Gallagher & Co.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
CB
Chubb Limited
Paul Newsome, CFA, CPCU
Financial Services
Insurance
CINF
Cincinnati Financial Corporation
Paul Newsome, CFA, CPCU
Financial Services
Insurance
CNFR
Conifer Holdings, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
HIG
Hartford Financial Services Group, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
HRTG
Heritage Insurance Holdings Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
KMPR
Kemper Corporation
Paul Newsome, CFA, CPCU
Financial Services
Insurance
KINS
Kingstone Companies, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
MMC
Marsh & McLennan Companies, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
PLMR
Palomar Holdings, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
PRA
ProAssurance Corp.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
PGR
Progressive Corp.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
SIGI
Selective Insurance Group Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
THG
The Hanover Insurance Group, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
TRV
The Travelers Companies, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
UFCS
United Fire Group, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
WLTW
Willis Towers Watson Public Limited Co.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
MDWT
Midwest Holding, Inc.
John Barnidge
Financial Services
Insurance
GSHD
Goosehead Insurance, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
TRUP
Trupanion, Inc.
John Barnidge
Financial Services
Insurance
AIZ
Assurant, Inc.
John Barnidge
Financial Services
Insurance
UVE
Universal Insurance Holdings, Inc.
Paul Newsome, CFA, CPCU
Financial Services
Insurance
CRBG
Corebridge Financial, Inc.
John Barnidge
Financial Services
Insurance
NLY
Annaly Capital Management, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
AJX
Great Ajax Corp
Kevin Barker
Financial Services
Consumer & Mortgage Finance
COOP
Mr. Cooper Group Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
PFSI
PennyMac Financial Services, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
PMT
PennyMac Mortgage Investment Trust
Kevin Barker
Financial Services
Consumer & Mortgage Finance
RWT
Redwood Trust, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
ALLY
Ally Financial Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
COF
Capital One Financial Corporation
Kevin Barker
Financial Services
Consumer & Mortgage Finance
DFS
Discover Financial Services
Kevin Barker
Financial Services
Consumer & Mortgage Finance
OMF
OneMain Holdings, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
LDI
loanDepot, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
RKT
Rocket Cos., Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
SYF
Synchrony Financial
Kevin Barker
Financial Services
Consumer & Mortgage Finance
AFRM
Affirm Holdings, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
UWMC
United Wholesale Mortgage Corp.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
SOFI
SoFi Technologies, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
RITM
Rithm Capital Corp.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
AGNC
AGNC Investment Corp.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
HMPT
Home Point Capital, Inc.
Kevin Barker
Financial Services
Consumer & Mortgage Finance
ALEX
Alexander & Baldwin, Inc.
Alexander Goldfarb
Financial Services
Real Estate
ALX
Alexander's, Inc.
Alexander Goldfarb
Financial Services
Real Estate
AVB
AvalonBay Communities, Inc.
Alexander Goldfarb
Financial Services
Real Estate
BRX
Brixmor Property Group, Inc.
Alexander Goldfarb
Financial Services
Real Estate
CPT
Camden Property Trust
Alexander Goldfarb
Financial Services
Real Estate
CHCT
Community Healthcare Trust Inc.
Alexander Goldfarb
Financial Services
Real Estate
DEI
Douglas Emmett, Inc.
Alexander Goldfarb
Financial Services
Real Estate
EGP
EastGroup Properties, Inc.
Alexander Goldfarb
Financial Services
Real Estate
EQR
Equity Residential
Alexander Goldfarb
Financial Services
Real Estate
ESS
Essex Property Trust, Inc.
Alexander Goldfarb
Financial Services
Real Estate
FRT
Federal Realty Investment Trust
Alexander Goldfarb
Financial Services
Real Estate
HPP
Hudson Pacific Properties, Inc.
Alexander Goldfarb
Financial Services
Real Estate
KIM
Kimco Realty Corporation
Alexander Goldfarb
Financial Services
Real Estate
KRG
Kite Realty Group Trust
Alexander Goldfarb
Financial Services
Real Estate
MAC
Macerich Company
Alexander Goldfarb
Financial Services
Real Estate
NMRK
Newmark
Alexander Goldfarb
Financial Services
Real Estate
SPG
Simon Property Group
Alexander Goldfarb
Financial Services
Real Estate
SITC
SITE Centers Corp.
Alexander Goldfarb
Financial Services
Real Estate
SLG
SL Green Realty Corp.
Alexander Goldfarb
Financial Services
Real Estate
SOHO
Sotherly Hotels Inc.
Alexander Goldfarb
Financial Services
Real Estate
TRNO
Terreno Realty Corp.
Alexander Goldfarb
Financial Services
Real Estate
HHC
The Howard Hughes Corporation
Alexander Goldfarb
Financial Services
Real Estate
UDR
UDR, Inc.
Alexander Goldfarb
Financial Services
Real Estate
UBA
Urstadt Biddle Properties
Alexander Goldfarb
Financial Services
Real Estate
VNO
Vornado Realty Trust
Alexander Goldfarb
Financial Services
Real Estate
MAA
MAA
Alexander Goldfarb
Financial Services
Real Estate
CSR
Centerspace
Alexander Goldfarb
Financial Services
Real Estate
IIPR
Innovative Industrial Properties, Inc.
Alexander Goldfarb
Financial Services
Real Estate
WE
WeWork, Inc.
Alexander Goldfarb
Financial Services
Real Estate
BXP
BXP
Alexander Goldfarb
Financial Services
Real Estate
HTGC
Hercules Capital, Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
EFC
Ellington Financial Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
RC
Ready Capital Corporation
Crispin Love
Financial Services
Specialty & Mortgage Finance
TPVG
TriplePoint Venture Growth BDC Corp.
Crispin Love
Financial Services
Specialty & Mortgage Finance
EARN
Ellington Residential Mortgage REIT
Crispin Love
Financial Services
Specialty & Mortgage Finance
LFT
Lument Finance Trust, Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
ABR
Arbor Realty Trust, Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
LOB
Live Oak Bancshares, Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
BRMK
Broadmark Realty Capital, Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
NREF
NexPoint Real Estate Finance, Inc.
Crispin Love
Financial Services
Specialty & Mortgage Finance
CVBF
CVB Financial Corp.
Matthew Clark
Financial Services
Banks
HAFC
Hanmi Financial Corporation
Matthew Clark
Financial Services
Banks
FFWM
First Foundation Inc.
Matthew Clark
Financial Services
Banks
BANC
Banc of California, Inc.
Matthew Clark
Financial Services
Banks
LBC
Luther Burbank Corporation
Matthew Clark
Financial Services
Banks
COLB
Columbia Banking System, Inc.
Matthew Clark
Financial Services
Banks
FIBK
First Interstate BancSystem, Inc.
Matthew Clark
Financial Services
Banks
PPBI
Pacific Premier Bancorp Inc.
Matthew Clark
Financial Services
Banks
HFWA
Heritage Financial Corporation
Matthew Clark
Financial Services
Banks
HMST
HomeStreet, Inc.
Matthew Clark
Financial Services
Banks
WAFD
Washington Federal, Inc.
Matthew Clark
Financial Services
Banks
GBCI
Glacier Bancorp, Inc.
Matthew Clark
Financial Services
Banks
BMRC
Bank of Marin Bancorp
Matthew Clark
Financial Services
Banks
UMPQ
Umpqua Holdings Corp.
Matthew Clark
Financial Services
Banks
TCBK
TriCo Bancshares
Matthew Clark
Financial Services
Banks
EWBC
East West Bancorp, Inc.
Matthew Clark
Financial Services
Banks
CATY
Cathay General Bancorp
Matthew Clark
Financial Services
Banks
HOPE
Hope Bancorp, Inc.
Matthew Clark
Financial Services
Banks
ESQ
Esquire Financial Holdings, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
CIVB
Civista Bancshares, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
CBNK
Capital Bancorp, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
GABC
German American Bancorp, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
FRBA
First Bank
Nicholas Cucharale, CFA
Financial Services
Banks
MVBF
MVB Financial Corp.
Nicholas Cucharale, CFA
Financial Services
Banks
CVCY
Central Valley Community Bancorp
Nicholas Cucharale, CFA
Financial Services
Banks
BCBP
BCB Bancorp, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
BPRN
Bank of Princeton
Nicholas Cucharale, CFA
Financial Services
Banks
HTBI
HomeTrust Bancshares, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
RBB
RBB Bancorp
Nicholas Cucharale, CFA
Financial Services
Banks
BSRR
Sierra Bancorp
Nicholas Cucharale, CFA
Financial Services
Banks
SMMF
Summit Financial Group, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
DCOM
Dime Community Bancshares, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
WBS
Webster Financial Corporation
Mark Fitzgibbon, CFA
Financial Services
Banks
FFIC
Flushing Financial Corp.
Mark Fitzgibbon, CFA
Financial Services
Banks
BHLB
Berkshire Hills Bancorp, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
WNEB
Western New England Bancorp, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
CATC
Cambridge Bancorp
Mark Fitzgibbon, CFA
Financial Services
Banks
NYCB
New York Community Bancorp, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
HONE
HarborOne Bancorp, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
SBNY
Signature Bank
Mark Fitzgibbon, CFA
Financial Services
Banks
KRNY
Kearny Financial Corp.
Mark Fitzgibbon, CFA
Financial Services
Banks
PCSB
PCSB Financial Corporation
Mark Fitzgibbon, CFA
Financial Services
Banks
CLBK
Columbia Financial, Inc. (MHC)
Mark Fitzgibbon, CFA
Financial Services
Banks
PFS
Provident Financial Services Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
BRKL
Brookline Bancorp, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
WASH
Washington Trust Bancorp
Mark Fitzgibbon, CFA
Financial Services
Banks
INDB
Independent Bank Corp.
Mark Fitzgibbon, CFA
Financial Services
Banks
FFNW
First Financial Northwest, Inc.
Andrew Liesch, CFA
Financial Services
Banks
EQBK
Equity Bancshares, Inc.
Andrew Liesch, CFA
Financial Services
Banks
BANR
Banner Corporation
Andrew Liesch, CFA
Financial Services
Banks
WABC
Westamerica Bancorporation
Andrew Liesch, CFA
Financial Services
Banks
FRC
First Republic Bank
Andrew Liesch, CFA
Financial Services
Banks
NBHC
National Bank Holdings Corp.
Andrew Liesch, CFA
Financial Services
Banks
CFB
CrossFirst Bankshares, Inc.
Andrew Liesch, CFA
Financial Services
Banks
HTBK
Heritage Commerce Corp.
Andrew Liesch, CFA
Financial Services
Banks
BUSE
First Busey Corporation
Andrew Liesch, CFA
Financial Services
Banks
CFFN
Capitol Federal Financial, Inc.
Andrew Liesch, CFA
Financial Services
Banks
SMBC
Southern Missouri Bancorp, Inc.
Andrew Liesch, CFA
Financial Services
Banks
TBNK
Territorial Bancorp Inc.
Andrew Liesch, CFA
Financial Services
Banks
EFSC
Enterprise Financial Services Corp
Andrew Liesch, CFA
Financial Services
Banks
HTLF
Heartland Financial USA, Inc.
Andrew Liesch, CFA
Financial Services
Banks
GSBC
Great Southern Bancorp, Inc.
Andrew Liesch, CFA
Financial Services
Banks
AX
Axos Financial
Andrew Liesch, CFA
Financial Services
Banks
CPF
Central Pacific Financial Corp.
Andrew Liesch, CFA
Financial Services
Banks
FHB
First Hawaiian, Inc.
Andrew Liesch, CFA
Financial Services
Banks
BOH
Bank of Hawaii Corporation
Andrew Liesch, CFA
Financial Services
Banks
SPFI
South Plains Financial, Inc.
Brad Milsaps, CFA
Financial Services
Banks
GNTY
Guaranty Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
SFBS
ServisFirst Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
TRMK
Trustmark Corporation
Brad Milsaps, CFA
Financial Services
Banks
VBTX
Veritex Holdings, Inc.
Brad Milsaps, CFA
Financial Services
Banks
ZION
Zions Bancorporation, N.A.
Brad Milsaps, CFA
Financial Services
Banks
SBSI
Southside Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
IBTX
Independent Bank Group, Inc.
Brad Milsaps, CFA
Financial Services
Banks
TBK
Triumph Bancorp, Inc.
Brad Milsaps, CFA
Financial Services
Banks
PB
Prosperity Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
WAL
Western Alliance Bancorporation
Brad Milsaps, CFA
Financial Services
Banks
UCBI
United Community Banks, Inc.
Brad Milsaps, CFA
Financial Services
Banks
CBTX
CBTX, Inc.
Brad Milsaps, CFA
Financial Services
Banks
ABTX
Allegiance Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
SNV
Synovus Financial Corp.
Brad Milsaps, CFA
Financial Services
Banks
CADE
Cadence Bancorporation
Brad Milsaps, CFA
Financial Services
Banks
OBNK
Origin Bancorp, Inc.
Brad Milsaps, CFA
Financial Services
Banks
HWC
Hancock Whitney Corporation
Brad Milsaps, CFA
Financial Services
Banks
RNST
Renasant Corporation
Brad Milsaps, CFA
Financial Services
Banks
FFIN
First Financial Bankshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
TCBI
Texas Capital Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
WSBF
Waterstone Financial, Inc.
Brendan Nosal
Financial Services
Banks
NKSH
National Bankshares Inc.
Brendan Nosal
Financial Services
Banks
BWB
Bridgewater Bancshares, Inc.
Brendan Nosal
Financial Services
Banks
HLAN
Heartland BancCorp
Brendan Nosal
Financial Services
Banks
CFBK
CF Bankshares Inc.
Brendan Nosal
Financial Services
Banks
BFC
Bank First Corporation
Brendan Nosal
Financial Services
Banks
MOFG
MidWestOne Financial Group, Inc.
Brendan Nosal
Financial Services
Banks
IBCP
Independent Bank Corporation
Brendan Nosal
Financial Services
Banks
MBWM
Mercantile Bank Corporation
Brendan Nosal
Financial Services
Banks
CTBI
Community Trust Bancorp Inc.
Brendan Nosal
Financial Services
Banks
WTBA
West Bancorporation, Inc.
Brendan Nosal
Financial Services
Banks
CZWI
Citizens Community Bancorp, Inc.
Brendan Nosal
Financial Services
Banks
BSVN
Bank7 Corp.
Nathan Race
Financial Services
Banks
QCRH
QCR Holdings Inc.
Nathan Race
Financial Services
Banks
SRCE
1st Source Corporation
Nathan Race
Financial Services
Banks
INBK
First Internet Bancorp
Nathan Race
Financial Services
Banks
OSBC
Old Second Bancorp, Inc.
Nathan Race
Financial Services
Banks
BY
Byline Bancorp, Inc.
Nathan Race
Financial Services
Banks
FMBH
First Mid Bancshares, Inc.
Nathan Race
Financial Services
Banks
CBSH
Commerce Bancshares, Inc.
Nathan Race
Financial Services
Banks
HBNC
Horizon Bancorp
Nathan Race
Financial Services
Banks
ALRS
Alerus Financial Corp.
Nathan Race
Financial Services
Banks
MSBI
Midland States Bancorp, Inc.
Nathan Race
Financial Services
Banks
HBT
HBT Financial, Inc.
Nathan Race
Financial Services
Banks
WTFC
Wintrust Financial Corporation
Nathan Race
Financial Services
Banks
UMBF
UMB Financial Corporation
Nathan Race
Financial Services
Banks
BANF
BancFirst Corporation
Nathan Race
Financial Services
Banks
LBAI
Lakeland Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
TBBK
The Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
MRBK
Meridian Corporation
Frank Schiraldi, CFA
Financial Services
Banks
MLVF
Malvern Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
FNB
F.N.B. Corporation
Frank Schiraldi, CFA
Financial Services
Banks
FRBK
Republic First Bancorp Inc.
Frank Schiraldi, CFA
Financial Services
Banks
NFBK
Northfield Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
VLY
Valley National Bancorp
Frank Schiraldi, CFA
Financial Services
Banks
OCFC
OceanFirst Financial Corp.
Frank Schiraldi, CFA
Financial Services
Banks
MPB
Mid Penn Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
CUBI
Customers Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
ESSA
ESSA Bancorp, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
FULT
Fulton Financial Corporation
Frank Schiraldi, CFA
Financial Services
Banks
MTB
M&T Bank Corporation
Frank Schiraldi, CFA
Financial Services
Banks
UVSP
Univest Financial Corporation
Frank Schiraldi, CFA
Financial Services
Banks
FCF
First Commonwealth Financial Corporation
Frank Schiraldi, CFA
Financial Services
Banks
WSFS
WSFS Financial Corporation
Frank Schiraldi, CFA
Financial Services
Banks
NWBI
Northwest Bancshares, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
PFHD
Professional Holding Corp.
Stephen Scouten, CFA
Financial Services
Banks
HBCP
Home Bancorp, Inc.
Stephen Scouten, CFA
Financial Services
Banks
FGBI
First Guaranty Bancshares, Inc.
Stephen Scouten, CFA
Financial Services
Banks
OZK
Bank OZK
Stephen Scouten, CFA
Financial Services
Banks
SMBK
SmartFinancial, Inc.
Stephen Scouten, CFA
Financial Services
Banks
CSTR
CapStar Financial Holdings, Inc.
Stephen Scouten, CFA
Financial Services
Banks
HOMB
Home BancShares, Inc.
Stephen Scouten, CFA
Financial Services
Banks
TFC
Truist Financial Corporation
Stephen Scouten, CFA
Financial Services
Banks
FBK
FB Financial Corporation
Stephen Scouten, CFA
Financial Services
Banks
BKU
BankUnited, Inc.
Stephen Scouten, CFA
Financial Services
Banks
RF
Regions Financial Corporation
Stephen Scouten, CFA
Financial Services
Banks
ISTR
Investar Holding Corporation
Stephen Scouten, CFA
Financial Services
Banks
FCCO
First Community Corporation
Stephen Scouten, CFA
Financial Services
Banks
AMTB
Amerant Bancorp Inc.
Stephen Scouten, CFA
Financial Services
Banks
FBNC
First Bancorp NC
Stephen Scouten, CFA
Financial Services
Banks
SSB
South State Corporation
Stephen Scouten, CFA
Financial Services
Banks
PNFP
Pinnacle Financial Partners, Inc.
Stephen Scouten, CFA
Financial Services
Banks
SFNC
Simmons First National Corporation
Stephen Scouten, CFA
Financial Services
Banks
CCBG
Capital City Bank Group
Stephen Scouten, CFA
Financial Services
Banks
SBCF
Seacoast Banking Corp. of Florida
Stephen Scouten, CFA
Financial Services
Banks
TFSL
TFS Financial Corporation
R. Scott Siefers
Financial Services
Banks
ONB
Old National Bancorp
R. Scott Siefers
Financial Services
Banks
FITB
Fifth Third Bancorp
R. Scott Siefers
Financial Services
Banks
FMNB
Farmers National Banc Corp.
R. Scott Siefers
Financial Services
Banks
PNC
PNC Financial Services Group (The)
R. Scott Siefers
Financial Services
Banks
CFG
Citizens Financial Group, Inc.
R. Scott Siefers
Financial Services
Banks
USB
U.S. Bancorp
R. Scott Siefers
Financial Services
Banks
HBAN
Huntington Bancshares Incorporated
R. Scott Siefers
Financial Services
Banks
FFBC
First Financial Bancorp
R. Scott Siefers
Financial Services
Banks
KEY
KeyCorp
R. Scott Siefers
Financial Services
Banks
CMA
Comerica Incorporated
R. Scott Siefers
Financial Services
Banks
WFC
Wells Fargo & Company
R. Scott Siefers
Financial Services
Banks
FRME
First Merchants Corporation
R. Scott Siefers
Financial Services
Banks
FISI
Financial Institutions Inc.
Alexander Twerdahl
Financial Services
Banks
AMAL
Amalgamated Bank
Alexander Twerdahl
Financial Services
Banks
BPOP
Popular, Inc.
Alexander Twerdahl
Financial Services
Banks
EVBN
Evans Bancorp, Inc.
Alexander Twerdahl
Financial Services
Banks
NBN
Northeast Bank
Alexander Twerdahl
Financial Services
Banks
NTB
Bank of N.T. Butterfield & Son Ltd.
Alexander Twerdahl
Financial Services
Banks
TMP
Tompkins Financial Corporation
Alexander Twerdahl
Financial Services
Banks
CHMG
Chemung Financial Corporation
Alexander Twerdahl
Financial Services
Banks
TRST
TrustCo Bank Corp NY
Alexander Twerdahl
Financial Services
Banks
FBP
First BanCorp. PR
Alexander Twerdahl
Financial Services
Banks
FLIC
The First of Long Island Corporation
Alexander Twerdahl
Financial Services
Banks
AROW
Arrow Financial Corporation
Alexander Twerdahl
Financial Services
Banks
NBTB
NBT Bancorp Inc.
Alexander Twerdahl
Financial Services
Banks
OFG
OFG Bancorp
Alexander Twerdahl
Financial Services
Banks
CBU
Community Bank System, Inc.
Alexander Twerdahl
Financial Services
Banks
MFIN
Medallion Financial Corp.
Alexander Twerdahl
Financial Services
Banks
CZNC
Citizens & Northern Corp.
Casey Orr Whitman
Financial Services
Banks
SHBI
Shore Bancshares, Inc.
Casey Orr Whitman
Financial Services
Banks
AUB
Atlantic Union Bankshares Corp.
Casey Orr Whitman
Financial Services
Banks
WSBC
WesBanco, Inc.
Casey Orr Whitman
Financial Services
Banks
ABCB
Ameris Bancorp
Casey Orr Whitman
Financial Services
Banks
FVCB
FVCBankcorp, Inc.
Casey Orr Whitman
Financial Services
Banks
CHCO
City Holding Company
Casey Orr Whitman
Financial Services
Banks
UBSI
United Bankshares, Inc.
Casey Orr Whitman
Financial Services
Banks
FCBC
First Community Bankshares, Inc.
Casey Orr Whitman
Financial Services
Banks
SASR
Sandy Spring Bancorp, Inc.
Casey Orr Whitman
Financial Services
Banks
SFST
Southern First Bancshares, Inc.
Casey Orr Whitman
Financial Services
Banks
TCFC
The Community Financial Corporation
Casey Orr Whitman
Financial Services
Banks
ORRF
Orrstown Financial Services, Inc.
Casey Orr Whitman
Financial Services
Banks
TOWN
TowneBank
Casey Orr Whitman
Financial Services
Banks
EGBN
Eagle Bancorp, Inc.
Casey Orr Whitman
Financial Services
Banks
CNOB
ConnectOne Bancorp Inc
Frank Schiraldi, CFA
Financial Services
Banks
FMAO
Farmers & Merchants Bancorp, Inc.
Brendan Nosal
Financial Services
Banks
SBT
Sterling Bancorp, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
PACW
PacWest Bancorp
Matthew Clark
Financial Services
Banks
MYFW
First Western Financial, Inc.
Matthew Clark
Financial Services
Banks
OCBI
Orange County Bancorp, Inc.
Alexander Twerdahl
Financial Services
Banks
SIVB
SVB Financial Group
Andrew Liesch, CFA
Financial Services
Banks
ASB
Associated Banc-Corp
R. Scott Siefers
Financial Services
Banks
PROV
Provident Financial Holdings, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
FSFG
First Savings Financial Group, Inc.
Nathan Race
Financial Services
Banks
PBAM
Private Bancorp of America, Inc.
Nicholas Cucharale, CFA
Financial Services
Banks
HTH
Hilltop Holdings Inc.
Brad Milsaps, CFA
Financial Services
Banks
PFBC
Preferred Bank
Matthew Clark
Financial Services
Banks
ISBA
Isabella Bank Corporation
Brendan Nosal
Financial Services
Banks
BHB
Bar Harbor Bankshares
Alexander Twerdahl
Financial Services
Banks
BSBK
Bogota Financial Corp.
Nicholas Cucharale, CFA
Financial Services
Banks
USCB
U.S. Century Bank
Stephen Scouten, CFA
Financial Services
Banks
WMPN
William Penn Bancorporation
Justin Crowley
Financial Services
Banks
EBC
Eastern Bankshares, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
TCBX
Third Coast Bancshares, Inc.
Brad Milsaps, CFA
Financial Services
Banks
FINW
FinWise Bancorp
Andrew Liesch, CFA
Financial Services
Banks
CARE
Carter Bankshares, Inc.
Casey Orr Whitman
Financial Services
Banks
RBCAA
Republic Bancorp, Inc.
Brendan Nosal
Financial Services
Banks
PCB
PCB Bancorp
Nicholas Cucharale, CFA
Financial Services
Banks
UNTY
Unity Bancorp, Inc.
Justin Crowley
Financial Services
Banks
FRST
Primis Financial Corp.
Casey Orr Whitman
Financial Services
Banks
FCNCA
First Citizens BancShares, Inc.
Stephen Scouten, CFA
Financial Services
Banks
NIC
Nicolet Bankshares, Inc.
Brendan Nosal
Financial Services
Banks
FNWB
First Northwest Bancorp
Michael Hultquist
Financial Services
Banks
HNVR
Hanover Bancorp, Inc.
Mark Fitzgibbon, CFA
Financial Services
Banks
NECB
NorthEast Community Bancorp, Inc.
Justin Crowley
Financial Services
Banks
CALB
California BanCorp
Nicholas Cucharale, CFA
Financial Services
Banks
SYBT
Stock Yards Bancorp, Inc.
Brendan Nosal
Financial Services
Banks
AVBH
Avidbank Holdings, Inc.
Andrew Liesch, CFA
Financial Services
Banks
PGC
Peapack-Gladstone Financial Corp.
Mark Fitzgibbon, CFA
Financial Services
Banks
PFC
Premier Financial Corp.
Brendan Nosal
Financial Services
Banks
CASH
Pathward Financial, Inc.
Frank Schiraldi, CFA
Financial Services
Banks
MBIN
Merchants Bancorp
Nathan Race
Financial Services
Banks
PEBO
Peoples Bancorp Inc.
Brendan Nosal
Financial Services
Banks
PRK
Park National Corporation
Brendan Nosal
Financial Services
Banks
LNKB
LINKBANCORP, Inc.
Justin Crowley
Financial Services
Banks
ADBE
Adobe Systems Incorporated
Brent Bracelin
Technology
Cloud Applications & Analytics
AYX
Alteryx, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
ASAN
Asana, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
AVLR
Avalara, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
BILL
Bill.com Holdings, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
BL
BlackLine, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
COUP
Coupa Software, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
HUBS
HubSpot, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
MSFT
Microsoft Corporation
Brent Bracelin
Technology
Cloud Applications & Analytics
MDB
MongoDB, Inc
Brent Bracelin
Technology
Cloud Applications & Analytics
NCNO
nCino, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
ORCL
Oracle Corporation
Brent Bracelin
Technology
Cloud Applications & Analytics
CRM
salesforce.com, inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
SNOW
Snowflake Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
U
Unity Software, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
VEEV
Veeva Systems Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
WDAY
Workday, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
ZI
ZoomInfo Technologies, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
XM
Qualtrics International, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
ONTF
ON24, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
OLO
Olo, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
GLBE
Global-e Online Ltd.
Brent Bracelin
Technology
Cloud Applications & Analytics
PCOR
Procore Technologies, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
MNDY
monday.com Ltd.
Brent Bracelin
Technology
Cloud Applications & Analytics
MTTR
Matterport, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
RSKD
Riskified Ltd.
Brent Bracelin
Technology
Cloud Applications & Analytics
TOST
Toast, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
FRSH
Freshworks, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
AVDX
AvidXchange Holdings, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
EXFY
Expensify, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
WEAV
Weave Communications, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
BRZE
Braze, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
USER
UserTesting, Inc.
Brent Bracelin
Technology
Cloud Applications & Analytics
TWOU
2U, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
ACN
Accenture plc
Arvind Ramnani
Technology
Vertical Software & Fintech
CDAY
Ceridian HCM Holding, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
CHGG
Chegg, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
EPAM
EPAM Systems, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
GLOB
Globant SA
Arvind Ramnani
Technology
Vertical Software & Fintech
IBEX
IBEX Holdings Limited
Arvind Ramnani
Technology
Vertical Software & Fintech
INTU
Intuit Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
LMND
Lemonade, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
PAYC
Paycom Software, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
PCTY
Paylocity Holding Corp.
Arvind Ramnani
Technology
Vertical Software & Fintech
QTWO
Q2 Holdings, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
AEVA
Aeva Technologies, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
UPST
Upstart Holdings, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
SKIL
Skillsoft Corp.
Arvind Ramnani
Technology
Vertical Software & Fintech
INTA
Intapp, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
AI
C3 AI
Arvind Ramnani
Technology
Vertical Software & Fintech
BLND
Blend Labs, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
DUOL
Duolingo, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
PWSC
PowerSchool Holdings, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
TWKS
Thoughtworks Holding, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
CWAN
Clearwater Analytics Holdings, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
LAW
CS Disco, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
UDMY
Udemy, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
CCCS
CCC Intelligent Solutions Holdings, Inc.
Arvind Ramnani
Technology
Vertical Software & Fintech
AKAM
Akamai Technologies, Inc.
James Fish
Technology
Cloud Automation Software
ANET
Arista Networks, Inc.
James Fish
Technology
Cloud Automation Software
TEAM
Atlassian Corp. Plc
James Fish
Technology
Cloud Automation Software
CSCO
Cisco Systems, Inc.
James Fish
Technology
Cloud Automation Software
NET
Cloudflare, Inc.
James Fish
Technology
Cloud Automation Software
CVLT
Commvault Systems, Inc.
James Fish
Technology
Cloud Automation Software
FFIV
F5 Networks, Inc.
James Fish
Technology
Cloud Automation Software
FSLY
Fastly, Inc.
James Fish
Technology
Cloud Automation Software
FIVN
Five9, Inc.
James Fish
Technology
Cloud Automation Software
JNPR
Juniper Networks, Inc.
James Fish
Technology
Cloud Automation Software
NTCT
NetScout Systems, Inc.
James Fish
Technology
Cloud Automation Software
NTNX
Nutanix, Inc.
James Fish
Technology
Cloud Automation Software
RNG
RingCentral, Inc.
James Fish
Technology
Cloud Automation Software
VMW
VMware, Inc.
James Fish
Technology
Cloud Automation Software
ZM
Zoom Video Communications, Inc.
James Fish
Technology
Cloud Automation Software
BAND
Bandwidth, Inc.
James Fish
Technology
Cloud Automation Software
LVOX
LiveVox Holdings, Inc.
James Fish
Technology
Cloud Automation Software
DOCN
DigitalOcean Holdings, Inc.
James Fish
Technology
Cloud Automation Software
HCP
HashiCorp, Inc.
James Fish
Technology
Cloud Automation Software
NICE
NICE Ltd.
James Fish
Technology
Cloud Automation Software
TWLO
Twilio, Inc.
James Fish
Technology
Cloud Automation Software
AMZN
Amazon.com, Inc.
Thomas Champion
Technology
Internet
BKNG
Booking Holdings Inc.
Thomas Champion
Technology
Internet
EBAY
eBay Inc.
Thomas Champion
Technology
Internet
EXPE
Expedia, Inc.
Thomas Champion
Technology
Internet
RDFN
Redfin Corporation
Thomas Champion
Technology
Internet
ZG
Zillow Group, Inc.
Thomas Champion
Technology
Internet
ABNB
Airbnb, Inc.
Thomas Champion
Technology
Internet
PINS
Pinterest, Inc.
Thomas Champion
Technology
Internet
SNAP
Snap, Inc.
Thomas Champion
Technology
Internet
GOOGL
Alphabet, Inc.
Thomas Champion
Technology
Internet
TWTR
Twitter, Inc.
Thomas Champion
Technology
Internet
NFLX
Netflix, Inc.
Thomas Champion
Technology
Internet
VZIO
Vizio Holding Corp.
Thomas Champion
Technology
Internet
EDR
Endeavor Group Holdings, Inc.
Thomas Champion
Technology
Internet
VMEO
Vimeo, Inc.
Thomas Champion
Technology
Internet
MAPS
WM Technology, Inc.
Thomas Champion
Technology
Internet
META
Meta Platforms, Inc.
Thomas Champion
Technology
Internet
ANGI
Angi, Inc.
Thomas Champion
Technology
Internet
IAC
IAC Inc.
Thomas Champion
Technology
Internet
ISPO
Inspirato, Inc.
Thomas Champion
Technology
Internet
RBLX
Roblox Corp.
Thomas Champion
Technology
Internet
CHKP
Check Point Software Technologies Ltd.
Rob Owens
Technology
Security & Infrastructure Software
CRWD
CrowdStrike Holdings, Inc.
Rob Owens
Technology
Security & Infrastructure Software
CYBR
CyberArk Software Ltd.
Rob Owens
Technology
Security & Infrastructure Software
DOCU
DocuSign, Inc.
Rob Owens
Technology
Security & Infrastructure Software
ESTC
Elastic N.V.
Rob Owens
Technology
Security & Infrastructure Software
FTNT
Fortinet, Inc.
Rob Owens
Technology
Security & Infrastructure Software
JAMF
Jamf Holding Corp.
Rob Owens
Technology
Security & Infrastructure Software
FROG
JFrog Ltd.
Rob Owens
Technology
Security & Infrastructure Software
OKTA
Okta, Inc.
Rob Owens
Technology
Security & Infrastructure Software
PANW
Palo Alto Networks, Inc.
Rob Owens
Technology
Security & Infrastructure Software
RPD
Rapid7, Inc.
Rob Owens
Technology
Security & Infrastructure Software
NOW
ServiceNow, Inc.
Rob Owens
Technology
Security & Infrastructure Software
SPLK
Splunk Inc.
Rob Owens
Technology
Security & Infrastructure Software
SUMO
Sumo Logic, Inc.
Rob Owens
Technology
Security & Infrastructure Software
TENB
Tenable Holdings, Inc.
Rob Owens
Technology
Security & Infrastructure Software
VRNS
Varonis Systems, Inc.
Rob Owens
Technology
Security & Infrastructure Software
ZS
Zscaler, Inc.
Rob Owens
Technology
Security & Infrastructure Software
KNBE
KnowBe4, Inc.
Rob Owens
Technology
Security & Infrastructure Software
DARK LN
Darktrace Plc
Rob Owens
Technology
Security & Infrastructure Software
CFLT
Confluent, Inc.
Rob Owens
Technology
Security & Infrastructure Software
S
SentinelOne, Inc.
Rob Owens
Technology
Security & Infrastructure Software
FORG
ForgeRock, Inc.
Rob Owens
Technology
Security & Infrastructure Software
GTLB
GitLab, Inc.
Rob Owens
Technology
Security & Infrastructure Software
QLYS
Qualys, Inc.
Rob Owens
Technology
Security & Infrastructure Software
AMD
Advanced Micro Devices, Inc.
Harsh Kumar
Technology
Semiconductors
AKTS
Akoustis Technologies, Inc.
Harsh Kumar
Technology
Semiconductors
ADI
Analog Devices, Inc.
Harsh Kumar
Technology
Semiconductors
AAPL
Apple, Inc.
Harsh Kumar
Technology
Semiconductors
AVGO
Broadcom, Inc.
Harsh Kumar
Technology
Semiconductors
PI
Impinj, Inc.
Harsh Kumar
Technology
Semiconductors
MTSI
MACOM Technology Solutions Holdings, Inc.
Harsh Kumar
Technology
Semiconductors
MRVL
Marvell Technology Group Ltd.
Harsh Kumar
Technology
Semiconductors
MCHP
Microchip Technology, Incorporated
Harsh Kumar
Technology
Semiconductors
MU
Micron Technology, Inc.
Harsh Kumar
Technology
Semiconductors
NVDA
NVIDIA Corporation
Harsh Kumar
Technology
Semiconductors
NXPI
NXP Semiconductors NV
Harsh Kumar
Technology
Semiconductors
ON
ON Semiconductor Corporation
Harsh Kumar
Technology
Semiconductors
QRVO
Qorvo, Inc.
Harsh Kumar
Technology
Semiconductors
QCOM
QUALCOMM Incorporated
Harsh Kumar
Technology
Semiconductors
SMTC
Semtech Corporation
Harsh Kumar
Technology
Semiconductors
SWKS
Skyworks Solutions, Inc.
Harsh Kumar
Technology
Semiconductors
DGII
Digi International, Inc.
Harsh Kumar
Technology
Semiconductors
SKYT
Skywater Technology, Inc.
Harsh Kumar
Technology
Semiconductors
WOLF
Wolfspeed, Inc.
Harsh Kumar
Technology
Semiconductors
QBTS
D-Wave Quantum, Inc.
Harsh Kumar
Technology
Semiconductors
APTV
Aptiv plc
Alexander Potter
Technology
Transportation Technology
CARG
Cargurus, Inc.
Alexander Potter
Technology
Transportation Technology
CVNA
Carvana Co.
Alexander Potter
Technology
Transportation Technology
LYFT
Lyft, Inc.
Alexander Potter
Technology
Transportation Technology
TSLA
Tesla, Inc.
Alexander Potter
Technology
Transportation Technology
UBER
Uber Technologies, Inc.
Alexander Potter
Technology
Transportation Technology
VRM
Vroom, Inc.
Alexander Potter
Technology
Transportation Technology
DASH
DoorDash, Inc.
Alexander Potter
Technology
Transportation Technology
ACVA
ACV Auctions, Inc.
Alexander Potter
Technology
Transportation Technology
TSP
TuSimple Holdings, Inc.
Alexander Potter
Technology
Transportation Technology
SFT
Shift Technologies, Inc.
Alexander Potter
Technology
Transportation Technology
ASPN
Aspen Aerogels, Inc.
Alexander Potter
Technology
Transportation Technology
LILM
Lilium N.V.
Alexander Potter
Technology
Transportation Technology
RIVN
Rivian Automotive, Inc.
Alexander Potter
Technology
Transportation Technology
ENVX
Enovix Corporation
Alexander Potter
Technology
Transportation Technology
LICY
Li-Cycle Holdings Corp.
Alexander Potter
Technology
Transportation Technology
BMBL
Bumble, Inc.
Matt Farrell, CFA
Technology
Vertical Marketplaces
MTCH
Match Group, Inc.
Matt Farrell, CFA
Technology
Vertical Marketplaces
FVRR
Fiverr International Ltd.
Matt Farrell, CFA
Technology
Vertical Marketplaces
UPWK
Upwork Inc.
Matt Farrell, CFA
Technology
Vertical Marketplaces
EB
Eventbrite, Inc.
Matt Farrell, CFA
Technology
Vertical Marketplaces
SEAT
Vivid Seats, Inc.
Matt Farrell, CFA
Technology
Vertical Marketplaces
SPOT
Spotify Technology SA
Matt Farrell, CFA
Technology
Vertical Marketplaces
DKNG
DraftKings, Inc.
Matt Farrell, CFA
Technology
Vertical Marketplaces
LSPD
Lightspeed Commerce
Clarke Jeffries
Technology
Digital Presence & Commerce Software
VTEX
VTEX
Clarke Jeffries
Technology
Digital Presence & Commerce Software
BIGC
BigCommerce Holdings, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
EVCM
EverCommerce, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
GDDY
GoDaddy Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
SPT
Sprout Social, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
AMPL
Amplitude, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
SQSP
Squarespace, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
WIX
Wix.com Ltd.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
SEMR
SEMrush Holdings, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
AZPN
Aspen Technology Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
ADSK
Autodesk, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
SHOP
Shopify Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
TRMB
Trimble Navigation Limited
Clarke Jeffries
Technology
Digital Presence & Commerce Software
TYL
Tyler Technologies, Inc.
Clarke Jeffries
Technology
Digital Presence & Commerce Software
DVN
Devon Energy Corporation
Mark Lear, CFA
Energy
Large Cap E&P
FANG
Diamondback Energy, Inc.
Mark Lear, CFA
Energy
Large Cap E&P
EOG
EOG Resources, Inc.
Mark Lear, CFA
Energy
Large Cap E&P
MGY
Magnolia Oil & Gas Corporation
Mark Lear, CFA
Energy
Large Cap E&P
MRO
Marathon Oil Corporation
Mark Lear, CFA
Energy
Large Cap E&P
MUR
Murphy Oil Corporation
Mark Lear, CFA
Energy
Large Cap E&P
PXD
Pioneer Natural Resources Company
Mark Lear, CFA
Energy
Large Cap E&P
BRY
Berry Corporation
Mark Lear, CFA
Energy
Large Cap E&P
LPI
Laredo Petroleum, Inc.
Mark Lear, CFA
Energy
Large Cap E&P
NOG
Northern Oil & Gas, Inc.
Mark Lear, CFA
Energy
Large Cap E&P
CTRA
Coterra Energy Inc.
Mark Lear, CFA
Energy
Large Cap E&P
VNOM
Viper Energy Partners LP
Mark Lear, CFA
Energy
Large Cap E&P
MNRL
Brigham Minerals, Inc.
Mark Lear, CFA
Energy
Large Cap E&P
BSM
Black Stone Minerals, LP
Mark Lear, CFA
Energy
Large Cap E&P
RRC
Range Resources Corporation
Mark Lear, CFA
Energy
Large Cap E&P
SWN
Southwestern Energy Company
Mark Lear, CFA
Energy
Large Cap E&P
CNX
CNX Resources Corporation
Mark Lear, CFA
Energy
Large Cap E&P
CRK
Comstock Resources, Inc.
Mark Lear, CFA
Energy
Large Cap E&P
EQT
EQT Corporation
Mark Lear, CFA
Energy
Large Cap E&P
PR
Permian Resources Corporation
Mark Lear, CFA
Energy
Large Cap E&P
APA
APA Corp.
Mark Lear, CFA
Energy
Large Cap E&P
CHRD
Chord Energy Corp.
Mark Lear, CFA
Energy
Large Cap E&P
STR
Sitio Royalties Corp.
Mark Lear, CFA
Energy
Large Cap E&P
BP
BP p.l.c.
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
CVX
Chevron Corporation
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
COP
ConocoPhillips
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
XOM
ExxonMobil Corp.
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
HES
Hess Corporation
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
OXY
Occidental Petroleum Corporation
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
DK
Delek US Holdings Inc.
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
MPC
Marathon Petroleum Corporation
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
PARR
Par Pacific Holdings, Inc.
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
PBF
PBF Energy Inc.
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
PSX
Phillips 66
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
VLO
Valero Energy Corporation
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
DAR
Darling Ingredients, Inc.
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
DINO
HF Sinclair Corporation
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
SHEL
Shell Plc
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
TTE
TotalEnergies SE
Ryan Todd
Energy
Integrated Oils, Refiners & Biofuels
NOVA
Sunnova Energy International, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
SPWR
SunPower Corporation
Kashy Harrison
Energy
Renewable and Alternative Energy
RUN
SunRun, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
ARRY
Array Technologies, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
FTCI
FTC Solar, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
SHLS
Shoals Technologies Group, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
CHPT
ChargePoint Holdings, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
AMRC
Ameresco, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
GNRC
Generac Holdings Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
TPIC
TPI Composites, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
ITRI
Itron, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
BE
Bloom Energy Corporation
Kashy Harrison
Energy
Renewable and Alternative Energy
BLDP
Ballard Power Systems, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
PLUG
Plug Power, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
ENPH
Enphase Energy, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
FSLR
First Solar, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
SEDG
SolarEdge Technologies, Inc.
Kashy Harrison
Energy
Renewable and Alternative Energy
LYB
LyondellBasell Industries N.V.
Charles Neivert
Energy
Chemicals
DOW
Dow, Inc.
Charles Neivert
Energy
Chemicals
WLK
Westlake Chemical Corp.
Charles Neivert
Energy
Chemicals
OLN
Olin Corporation
Charles Neivert
Energy
Chemicals
MEOH
Methanex Corporation
Charles Neivert
Energy
Chemicals
ASIX
Advansix, Inc.
Charles Neivert
Energy
Chemicals
CE
Celanese Corporation
Charles Neivert
Energy
Chemicals
EMN
Eastman Chemical Company
Charles Neivert
Energy
Chemicals
CF
CF Industries Holdings, Inc.
Charles Neivert
Energy
Chemicals
MOS
Mosaic Company
Charles Neivert
Energy
Chemicals
NTR
Nutrien Ltd.
Charles Neivert
Energy
Chemicals
LXU
LSB Industries Inc.
Charles Neivert
Energy
Chemicals
LAC
Lithium Americas Corp.
Charles Neivert
Energy
Chemicals
LTHM
Livent Corp.
Charles Neivert
Energy
Chemicals
DNMR
Danimer Scientific, Inc.
Charles Neivert
Energy
Chemicals
BKR
Baker Hughes Company
Luke Lemoine, CFA
Energy
Oilfield Services
CHX
ChampionX Corporation
Luke Lemoine, CFA
Energy
Oilfield Services
CLB
Core Laboratories NV
Luke Lemoine, CFA
Energy
Oilfield Services
FTI
TechnipFMC plc
Luke Lemoine, CFA
Energy
Oilfield Services
GTLS
Chart Industries Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
HAL
Halliburton Company
Luke Lemoine, CFA
Energy
Oilfield Services
HLX
Helix Energy Solutions Group, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
HP
Helmerich & Payne, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
KLXE
KLX Energy Services Holdings, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
LBRT
Liberty Energy, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
NEX
NexTier Oilfield Solutions Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
NOV
NOV, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
OII
Oceaneering International, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
OIS
Oil States International Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
PDS
Precision Drilling Corporation
Luke Lemoine, CFA
Energy
Oilfield Services
PTEN
Patterson-UTI Energy, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
PUMP
ProPetro Holding Corp.
Luke Lemoine, CFA
Energy
Oilfield Services
RIG
Transocean Ltd.
Luke Lemoine, CFA
Energy
Oilfield Services
RNGR
Ranger Energy Services, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
SND
Smart Sand, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
SOI
Solaris Oilfield Infrastructure, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
TS
Tenaris SA
Luke Lemoine, CFA
Energy
Oilfield Services
WFRD
Weatherford International Plc
Luke Lemoine, CFA
Energy
Oilfield Services
WHD
Cactus, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
WTTR
Select Energy Services, Inc.
Luke Lemoine, CFA
Energy
Oilfield Services
XPRO
Expro Group Holdings NV
Luke Lemoine, CFA
Energy
Oilfield Services
SLB
SLB
Luke Lemoine, CFA
Energy
Oilfield Services
BBY
Best Buy Co., Inc.
Peter Keith
Consumer
Hardlines & Leisure
BIG
Big Lots, Inc.
Peter Keith
Consumer
Hardlines & Leisure
BOOT
Boot Barn Holdings, Inc.
Peter Keith
Consumer
Hardlines & Leisure
CHWY
Chewy, Inc.
Peter Keith
Consumer
Hardlines & Leisure
DG
Dollar General Corporation
Peter Keith
Consumer
Hardlines & Leisure
DLTR
Dollar Tree Stores, Inc.
Peter Keith
Consumer
Hardlines & Leisure
FND
Floor & Decor Holdings, Inc.
Peter Keith
Consumer
Hardlines & Leisure
HD
Home Depot, Inc. (The)
Peter Keith
Consumer
Hardlines & Leisure
LEG
Leggett & Platt, Incorporated
Peter Keith
Consumer
Hardlines & Leisure
LOW
Lowe's Companies, Inc.
Peter Keith
Consumer
Hardlines & Leisure
OLLI
Ollie's Bargain Outlet Holdings, Inc.
Peter Keith
Consumer
Hardlines & Leisure
OSTK
Overstock.com, Inc.
Peter Keith
Consumer
Hardlines & Leisure
PLNT
Planet Fitness, Inc.
Peter Keith
Consumer
Hardlines & Leisure
SNBR
Sleep Number Corporation
Peter Keith
Consumer
Hardlines & Leisure
SPWH
Sportsman's Warehouse Holdings, Inc.
Peter Keith
Consumer
Hardlines & Leisure
TPX
Tempur Sealy International, Inc.
Peter Keith
Consumer
Hardlines & Leisure
TSCO
Tractor Supply Company
Peter Keith
Consumer
Hardlines & Leisure
W
Wayfair Inc.
Peter Keith
Consumer
Hardlines & Leisure
YETI
YETI Holdings, Inc.
Peter Keith
Consumer
Hardlines & Leisure
DRVN
Driven Brands Holdings, Inc.
Peter Keith
Consumer
Hardlines & Leisure
JOAN
JOANN, Inc.
Peter Keith
Consumer
Hardlines & Leisure
MCW
Mister Car Wash, Inc.
Peter Keith
Consumer
Hardlines & Leisure
XPOF
Xponential Fitness, Inc.
Peter Keith
Consumer
Hardlines & Leisure
COOK
Traeger, Inc.
Peter Keith
Consumer
Hardlines & Leisure
DTC
Solo Brands, Inc.
Peter Keith
Consumer
Hardlines & Leisure
ARHS
Arhaus, Inc.
Peter Keith
Consumer
Hardlines & Leisure
LESL
Leslie's, Inc.
Peter Keith
Consumer
Hardlines & Leisure
BJRI
BJ's Restaurants Inc.
Nicole Miller Regan
Consumer
Restaurants
EAT
Brinker International, Inc.
Nicole Miller Regan
Consumer
Restaurants
CAKE
Cheesecake Factory Incorporated (The)
Nicole Miller Regan
Consumer
Restaurants
CMG
Chipotle Mexican Grill, Inc.
Nicole Miller Regan
Consumer
Restaurants
DRI
Darden Restaurants, Inc.
Nicole Miller Regan
Consumer
Restaurants
PLAY
Dave & Buster's Entertainment, Inc.
Nicole Miller Regan
Consumer
Restaurants
MCD
McDonald's Corporation
Nicole Miller Regan
Consumer
Restaurants
NDLS
Noodles & Company
Nicole Miller Regan
Consumer
Restaurants
QSR
Restaurant Brands International Inc.
Nicole Miller Regan
Consumer
Restaurants
RUTH
Ruth's Hospitality Group, Inc.
Nicole Miller Regan
Consumer
Restaurants
SHAK
Shake Shack Inc.
Nicole Miller Regan
Consumer
Restaurants
SBUX
Starbucks Corporation
Nicole Miller Regan
Consumer
Restaurants
SYY
Sysco Corporation
Nicole Miller Regan
Consumer
Restaurants
CHEF
The Chefs' Warehouse, Inc.
Nicole Miller Regan
Consumer
Restaurants
STKS
The ONE Group Hospitality, Inc.
Nicole Miller Regan
Consumer
Restaurants
WEN
The Wendy's Company
Nicole Miller Regan
Consumer
Restaurants
WING
Wingstop, Inc.
Nicole Miller Regan
Consumer
Restaurants
PFGC
Performance Food Group Company
Nicole Miller Regan
Consumer
Restaurants
USFD
US Foods Holding Corp.
Nicole Miller Regan
Consumer
Restaurants
BROS
Dutch Bros, Inc.
Nicole Miller Regan
Consumer
Restaurants
FWRG
First Watch Restaurant Group, Inc.
Nicole Miller Regan
Consumer
Restaurants
PTLO
Portillo's, Inc.
Nicole Miller Regan
Consumer
Restaurants
GIS
General Mills, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
K
Kellogg Company
Michael Lavery
Consumer
Cannabis and Consumer Staples
KHC
Kraft Heinz Company
Michael Lavery
Consumer
Cannabis and Consumer Staples
BGS
B&G Foods, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
MDLZ
Mondelez International, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
CPB
Campbell Soup Company
Michael Lavery
Consumer
Cannabis and Consumer Staples
UTZ
Utz Brands, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
TSN
Tyson Foods, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
POST
Post Holdings, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
BYND
Beyond Meat, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
HRL
Hormel Foods Corporation
Michael Lavery
Consumer
Cannabis and Consumer Staples
HSY
Hershey Company
Michael Lavery
Consumer
Cannabis and Consumer Staples
HAIN
Hain Celestial Group, Inc. (The)
Michael Lavery
Consumer
Cannabis and Consumer Staples
TLRY
Tilray, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
GTBIF
Green Thumb Industries Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
CRLBF
Cresco Labs, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
CGC
Canopy Growth Corporation
Michael Lavery
Consumer
Cannabis and Consumer Staples
ACB
Aurora Cannabis, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
OTLY
Oatly Group AB
Michael Lavery
Consumer
Cannabis and Consumer Staples
SOVO
Sovos Brands, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
COCO
Vita Coco Company, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
SSIC
Silver Spike Investment Corp.
Michael Lavery
Consumer
Cannabis and Consumer Staples
FRPT
Freshpet, Inc.
Michael Lavery
Consumer
Cannabis and Consumer Staples
AIRS
AirSculpt Technologies, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
SKIN
The Beauty Health Co.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
EL
Estee Lauder Companies Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
ELF
e.l.f. Beauty, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
OLPX
Olaplex Holdings, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
ULTA
Ulta Beauty
Korinne Wolfmeyer
Consumer
Beauty & Wellness
AMRS
Amyris, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
BBWI
Bath & Body Works, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
COTY
Coty Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
EWCZ
European Wax Center, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
IPAR
Inter Parfums Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
HIMS
Hims & Hers Health, Inc.
Korinne Wolfmeyer
Consumer
Beauty & Wellness
AKA
a.k.a. Brands Holding Corp.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
BIRD
Allbirds, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
BRLT
Brilliant Earth Group, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
FIGS
FIGS, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
RENT
Rent the Runway, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
WRBY
Warby Parker, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
TDUP
thredUP, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
RVLV
Revolve Group, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
REAL
RealReal, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
GIII
G-III Apparel Group, Ltd.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
TGT
Target Corporation
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
OXM
Oxford Industries, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
JWN
Nordstrom, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
PVH
PVH Corp.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
PTON
Peloton Interactive, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
FTCH
Farfetch Limited
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
WMT
Wal-Mart, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
ETSY
Etsy, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
SFIX
Stitch Fix, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
LVLU
Lulu's Fashion Lounge Holdings, Inc.
Edward Yruma
Consumer
Global Lifestyle Brands, Retail & Digital Disruptors
CROX
Crocs, Inc.
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
LULU
lululemon athletica inc.
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
NKE
NIKE, Inc.
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
ONON
On Holding AG
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
UAA
Under Armour, Inc.
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
WWW
Wolverine World Wide, Inc.
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
CAL
Caleres, Inc.
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
DECK
Deckers Outdoor Corporation
Abbie Zvejnieks
Consumer
Global Lifestyle Brands, Athletic & Footwear
ONEM
1Life Healthcare, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
AMWL
American Well Corp.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
BNFT
Benefitfocus, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
EVH
Evolent Health, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
HCAT
Health Catalyst, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
OSH
Oak Street Health, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
OMCL
Omnicell, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
PHR
Phreesia, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
PINC
Premier, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
TRHC
Tabula Rasa HealthCare, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
TDOC
Teladoc Health, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
SGFY
Signify Health, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
PRVA
Privia Health Group, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
CMAX
CareMax, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
DOCS
Doximity, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
CANO
Cano Health, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
ACCD
Accolade, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
ALHC
Alignment Healthcare, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
NXGN
NextGen Healthcare, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
MDRX
Allscripts Healthcare Solutions, Inc.
Jessica Tassan
Healthcare
Healthcare Technology & Distribution
ALGN
Align Technology, Inc.
Jason Bednar, CFA
Healthcare
Medical Technology
BDX
Becton, Dickinson and Company
Jason Bednar, CFA
Healthcare
Medical Technology
XRAY
DENTSPLY SIRONA, Inc.
Jason Bednar, CFA
Healthcare
Medical Technology
NVST</