Coverage
Coverage directory
537 companies tracked across 36 industries.
AEC
Architecture, engineering, and infrastructure construction, from design through EPC.
AECOM
Earnings Call · Updated Aug 11, 2026
Dycom Industries
10-Q · Updated Aug 27, 2026
EMCOR Group
10-Q · Updated Jul 30, 2026
Comfort Systems USA
Earnings Call · Updated Jul 24, 2026
FLUOR
Earnings Call · Updated Aug 7, 2026
Granite Construction
8-K · Updated Aug 7, 2026
Jacobs Solutions
8-K · Updated Aug 4, 2026
KBR
8-K · Updated Jul 30, 2026
MasTec
8-K · Updated Aug 17, 2026
MYR Group
Earnings Call · Updated Jul 30, 2026
Quanta Services
8-K · Updated Aug 6, 2026
Stantec
6-K · Updated Aug 19, 2026
Sterling Infrastructure
10-Q · Updated Aug 4, 2026
Tetra Tech
10-Q · Updated Jul 31, 2026
Agriculture & Food Production
Farm equipment, crop inputs, commodity processing, and food production.
AGCO Corporation
8-K · Updated Aug 3, 2026
Bunge Global
8-K · Updated Sep 3, 2026
Cal-Maine Foods
8-K · Updated Sep 2, 2026
CF Industries
Earnings Call · Updated Aug 6, 2026
CNH Industrial
Earnings Call · Updated Aug 3, 2026
Corteva
8-K · Updated Aug 20, 2026
Deere & Company
10-Q · Updated Aug 27, 2026
FMC Corporation
10-Q · Updated Jul 30, 2026
ICL Group
6-K · Updated Sep 1, 2026
Mosaic Company
8-K · Updated Aug 28, 2026
Nutrien
6-K · Updated Aug 6, 2026
Trimble Inc.
8-K · Updated Aug 12, 2026
Tyson Foods
8-K · Updated Sep 3, 2026
Vital Farms
8-K · Updated Aug 6, 2026
Asset Management
Private equity, credit, real assets, and alternative investment management.
Apollo Global Management
10-Q · Updated Aug 10, 2026
Ares Management
10-Q · Updated Aug 7, 2026
Brookfield Asset Management
10-Q · Updated Aug 10, 2026
BlackRock
10-Q · Updated Aug 6, 2026
Blackstone
10-Q · Updated Aug 7, 2026
Carlyle Group
10-Q · Updated Aug 10, 2026
Hamilton Lane
8-K · Updated Aug 4, 2026
KKR & Co.
10-Q · Updated Aug 6, 2026
Blue Owl Capital
8-K · Updated Aug 18, 2026
SEI Investments
10-Q · Updated Jul 27, 2026
StepStone Group
10-Q · Updated Aug 7, 2026
TPG Inc.
8-K · Updated Aug 4, 2026
Automotive & EV
Legacy automakers, EV manufacturers, and the mobility platforms built around them.
Aptiv
8-K · Updated Aug 4, 2026
Ford Motor
10-Q · Updated Jul 29, 2026
General Motors
8-K · Updated Aug 11, 2026
Alphabet Inc.
10-Q · Updated Jul 23, 2026
Lucid Group
8-K · Updated Aug 28, 2026
Li Auto
6-K · Updated Sep 1, 2026
Lyft
10-Q · Updated Aug 7, 2026
Mobileye
Earnings Call · Updated Jul 23, 2026
NIO
6-K · Updated Sep 1, 2026
Polestar
6-K · Updated Sep 3, 2026
Rivian
8-K · Updated Aug 27, 2026
Stellantis
6-K · Updated Sep 3, 2026
Toyota
6-K · Updated Aug 7, 2026
Tesla
10-Q · Updated Jul 23, 2026
Uber Technologies
8-K · Updated Aug 7, 2026
XPeng
6-K · Updated Sep 1, 2026
Banking & Capital Markets
Money-center banks, custody, capital markets infrastructure, and advisory.
Bank of America
10-Q · Updated Jul 31, 2026
Bank of New York Mellon
8-K · Updated Aug 13, 2026
Citigroup
10-Q · Updated Aug 6, 2026
CME Group Inc
10-Q · Updated Jul 24, 2026
Evercore
10-Q · Updated Aug 5, 2026
Fifth Third Bancorp
10-Q · Updated Aug 4, 2026
Goldman Sachs
10-Q · Updated Aug 3, 2026
Houlihan Lokey
10-Q · Updated Jul 31, 2026
Intercontinental Exchange
8-K · Updated Aug 21, 2026
Jefferies Financial Group
10-Q · Updated Jul 9, 2026
JPMorgan Chase
10-Q · Updated Aug 6, 2026
Lazard
10-Q · Updated Jul 28, 2026
MarketAxess
10-Q · Updated Aug 7, 2026
Morgan Stanley
10-Q · Updated Aug 4, 2026
Nasdaq, Inc.
Earnings Call · Updated Jul 23, 2026
PJT Partners
10-Q · Updated Jul 30, 2026
PNC Financial
10-Q · Updated Aug 5, 2026
State Street
10-Q · Updated Jul 30, 2026
Truist Financial
10-Q · Updated Jul 31, 2026
U.S. Bancorp
10-Q · Updated Aug 6, 2026
Wells Fargo
10-Q · Updated Jul 28, 2026
Biotech & Pharma
Pipeline development, patent cliffs, and the next wave of therapeutics.
AbbVie
10-Q · Updated Aug 3, 2026
Alnylam Pharmaceuticals
8-K · Updated Jul 30, 2026
Amgen
10-Q · Updated Aug 5, 2026
Argenx
6-K · Updated Aug 27, 2026
AstraZeneca
6-K · Updated Sep 1, 2026
Beam Therapeutics
8-K · Updated Aug 4, 2026
Biogen
8-K · Updated Jul 29, 2026
Bristol-Myers Squibb
8-K · Updated Jul 30, 2026
BioNTech
6-K · Updated Aug 28, 2026
CRISPR Therapeutics
8-K · Updated Aug 3, 2026
Gilead Sciences
10-Q · Updated Aug 6, 2026
GSK
6-K · Updated Sep 1, 2026
Incyte
8-K · Updated Jul 28, 2026
Johnson & Johnson
8-K · Updated Aug 4, 2026
Eli Lilly
8-K · Updated Aug 5, 2026
Merck & Co
10-Q · Updated Aug 7, 2026
Moderna
8-K · Updated Sep 1, 2026
Intellia Therapeutics
8-K · Updated Sep 4, 2026
Novo Nordisk
6-K · Updated Aug 10, 2026
Novartis
6-K · Updated Sep 4, 2026
Pfizer
8-K · Updated Aug 4, 2026
Regeneron
8-K · Updated Jul 30, 2026
Roche
No filings yet
Royalty Pharma
8-K · Updated Aug 5, 2026
Recursion Pharma
Earnings Call · Updated Aug 5, 2026
Sana Biotechnology
8-K · Updated Aug 10, 2026
Sanofi
6-K · Updated Aug 6, 2026
United Therapeutics
Earnings Call · Updated Aug 7, 2026
Vertex Pharmaceuticals
8-K · Updated Sep 1, 2026
Building Products
Exterior and interior building materials, from manufacturing through distribution.
Armstrong World Industries
8-K · Updated Jul 28, 2026
Ferguson Enterprises
8-K · Updated Aug 11, 2026
Hayward Holdings
8-K · Updated Jul 29, 2026
Installed Building Products
8-K · Updated Aug 6, 2026
Janus International Group
8-K · Updated Aug 11, 2026
Jeld-Wen
10-Q · Updated Aug 4, 2026
James Hardie
8-K · Updated Aug 21, 2026
MasterBrand
10-Q · Updated Aug 5, 2026
Mohawk Industries
8-K · Updated Sep 1, 2026
Quanex Building Products
10-Q · Updated Sep 4, 2026
Owens Corning
8-K · Updated Aug 5, 2026
Gibraltar Industries
8-K · Updated Aug 5, 2026
Simpson Manufacturing
10-Q · Updated Aug 6, 2026
Tecnoglass Holdings
8-K · Updated Aug 6, 2026
Interface
10-Q · Updated Aug 11, 2026
TREX
— · Updated Sep 2, 2026
Chemicals & Materials
Industrial gases, commodity and specialty chemicals, and coatings.
Albemarle
8-K · Updated Sep 3, 2026
Air Products
Earnings Call · Updated Jul 30, 2026
Avient Corporation
Earnings Call · Updated Aug 6, 2026
Celanese
Earnings Call · Updated Aug 5, 2026
DuPont
Earnings Call · Updated Aug 4, 2026
Dow, Inc.
10-Q · Updated Jul 24, 2026
Ecolab
10-Q · Updated Aug 6, 2026
Eastman Chemical Company
Earnings Call · Updated Jul 31, 2026
Huntsman Corporation
Earnings Call · Updated Jul 31, 2026
International Flavors & Fragrances
Earnings Call · Updated Aug 5, 2026
Linde
Earnings Call · Updated Jul 31, 2026
LyondellBasell
Earnings Call · Updated Jul 31, 2026
PPG Industries
Earnings Call · Updated Jul 29, 2026
RPM International
Earnings Call · Updated Jul 22, 2026
Sherwin-Williams
Earnings Call · Updated Jul 28, 2026
Commercial Real Estate
Office, industrial, retail, net lease, and self-storage landlords.
Alexandria Real Estate
8-K · Updated Aug 21, 2026
BXP (Boston Properties)
10-Q · Updated Aug 6, 2026
Extra Space Storage
8-K · Updated Aug 24, 2026
First Industrial
8-K · Updated Aug 18, 2026
Kimco Realty
Earnings Call · Updated Aug 4, 2026
NNN REIT
8-K · Updated Aug 17, 2026
Realty Income
10-Q · Updated Aug 6, 2026
Prologis
8-K · Updated Aug 4, 2026
Public Storage
Earnings Call · Updated Jul 30, 2026
Simon Property Group
Earnings Call · Updated Aug 10, 2026
Vornado Realty Trust
Earnings Call · Updated Aug 4, 2026
CRE Services & Brokerage
Brokerage, leasing, property management, and investment advisory across commercial real estate.
CBRE Group
Earnings Call · Updated Jul 29, 2026
Colliers International
6-K · Updated Aug 5, 2026
Cushman & Wakefield
Earnings Call · Updated Aug 5, 2026
Jones Lang LaSalle
Earnings Call · Updated Jul 30, 2026
Marcus & Millichap
Earnings Call · Updated Aug 6, 2026
Newmark Group
8-K · Updated Aug 7, 2026
Cybersecurity
Platform consolidation, AI in security, identity, zero trust, and federal contracting.
Akamai Technologies
10-Q · Updated Aug 7, 2026
Check Point Software
6-K · Updated Sep 2, 2026
CrowdStrike
10-Q · Updated Aug 27, 2026
Fortinet
10-Q · Updated Jul 30, 2026
Gen Digital
10-Q · Updated Aug 7, 2026
Microsoft Corporation
Earnings Call · Updated Jul 29, 2026
Cloudflare
8-K · Updated Aug 13, 2026
Okta
10-Q · Updated Aug 27, 2026
Palo Alto Networks
Earnings Call · Updated Sep 1, 2026
Qualys
8-K · Updated Aug 4, 2026
Rapid7
8-K · Updated Aug 31, 2026
SentinelOne
10-Q · Updated Aug 28, 2026
SailPoint
Earnings Call · Updated Jun 9, 2026
Tenable
10-Q · Updated Aug 4, 2026
Varonis Systems
10-Q · Updated Jul 29, 2026
Zscaler
Earnings Call · Updated Sep 3, 2026
Data Centers
Hyperscale, colocation, power, cooling, and adjacent infrastructure.
ABB
Earnings Call · Updated Jul 16, 2026
Amazon.com
10-Q · Updated Jul 31, 2026
Carrier Global Corporation
8-K · Updated Jul 28, 2026
Caterpillar
8-K · Updated Sep 1, 2026
Constellation Energy
8-K · Updated Aug 6, 2026
CoreWeave
10-Q · Updated Aug 12, 2026
Digital Realty Trust, Inc.
10-Q · Updated Jul 31, 2026
Equinix, Inc.
8-K · Updated Jul 29, 2026
Eaton
8-K · Updated Jul 31, 2026
FLUOR
Earnings Call · Updated Aug 7, 2026
Corning
10-Q · Updated Jul 29, 2026
Generac
10-Q · Updated Aug 4, 2026
Alphabet Inc.
10-Q · Updated Jul 23, 2026
Hubbell
10-Q · Updated Jul 29, 2026
Iron Mountain Inc.
8-K · Updated Aug 5, 2026
Legrand
Earnings Call · Updated Feb 12, 2026
Meta
10-Q · Updated Jul 30, 2026
Microsoft Corporation
Earnings Call · Updated Jul 29, 2026
Oracle
10-K · Updated Jun 22, 2026
Quanta Services
8-K · Updated Aug 6, 2026
Schneider Electric
Earnings Call · Updated Feb 26, 2026
Vertiv
8-K · Updated Sep 2, 2026
Defense & Aerospace
Prime contractors, defense-tech, government IT services, and space launch.
AeroVironment
8-K · Updated Aug 7, 2026
Boeing
8-K · Updated Aug 28, 2026
CACI International
10-K · Updated Aug 6, 2026
General Dynamics
8-K · Updated Aug 7, 2026
GE Aerospace
8-K · Updated Jul 16, 2026
Huntington Ingalls
8-K · Updated Jul 30, 2026
Honeywell
8-K · Updated Aug 19, 2026
Kratos Defense
8-K · Updated Aug 4, 2026
L3Harris Technologies
8-K · Updated Aug 17, 2026
Lockheed Martin
8-K · Updated Aug 28, 2026
Northrop Grumman
8-K · Updated Aug 21, 2026
Palantir
10-Q · Updated Aug 4, 2026
Red Cat Holdings
8-K · Updated Aug 6, 2026
Rocket Lab
8-K · Updated Aug 10, 2026
RTX Corporation
8-K · Updated Jul 23, 2026
SAIC
Earnings Call · Updated Aug 31, 2026
Textron
8-K · Updated Jul 28, 2026
Ecommerce & Retail Tech
Online marketplaces, direct retailers, and the platforms that power them.
Amazon.com
10-Q · Updated Jul 31, 2026
Chewy
8-K · Updated Jun 24, 2026
Commerce.com
8-K · Updated Aug 6, 2026
Coupang
8-K · Updated Aug 4, 2026
eBay
10-Q · Updated Aug 6, 2026
Etsy
Earnings Call · Updated Aug 6, 2026
Global-E Online
6-K · Updated Aug 12, 2026
MercadoLibre
10-Q · Updated Aug 6, 2026
PDD Holdings (Temu)
6-K · Updated Aug 25, 2026
8-K · Updated Aug 28, 2026
Sea Limited
6-K · Updated Aug 11, 2026
Shopify
8-K · Updated Aug 5, 2026
Target
10-Q · Updated Aug 28, 2026
Wayfair
8-K · Updated Aug 4, 2026
Walmart
10-Q · Updated Aug 28, 2026
Education Technology
Higher ed, K-12, professional courses, and the AI disruption reshaping them.
Chegg
Earnings Call · Updated Aug 6, 2026
Coursera
10-Q · Updated Aug 5, 2026
Duolingo
8-K · Updated Aug 10, 2026
Laureate Education
Earnings Call · Updated Jul 30, 2026
Grand Canyon Education
8-K · Updated Aug 24, 2026
Stride, Inc
10-K · Updated Aug 5, 2026
Perdoceo Education
8-K · Updated Aug 6, 2026
Energy & Power
Regulated utilities, competitive generation, and the energy transition.
American Electric Power
Earnings Call · Updated Jul 30, 2026
Bloom Energy
— · Updated Jul 29, 2026
BWX Technologies
— · Updated Aug 5, 2026
Constellation Energy
8-K · Updated Aug 6, 2026
CMS Energy
Earnings Call · Updated Jul 28, 2026
Duke Energy
Earnings Call · Updated Aug 4, 2026
Edison International
Earnings Call · Updated Jul 30, 2026
Enphase Energy
Earnings Call · Updated Jul 28, 2026
Exelon
8-K · Updated Aug 25, 2026
Fluence Energy
8-K · Updated Sep 1, 2026
GE Vernova
8-K · Updated Aug 27, 2026
Itron
Earnings Call · Updated Jul 28, 2026
NextEra Energy
8-K · Updated Aug 11, 2026
NRG Energy
Earnings Call · Updated Aug 4, 2026
PG&E
Earnings Call · Updated Jul 23, 2026
NuScale Power
8-K · Updated Aug 11, 2026
Southern Company
8-K · Updated Aug 6, 2026
Vistra Corp.
10-Q · Updated Aug 10, 2026
WEC Energy
8-K · Updated Aug 18, 2026
Xcel Energy
Earnings Call · Updated Jul 30, 2026
Enterprise SaaS & Cloud
The software stack modern enterprises run on.
Box
10-Q · Updated Aug 26, 2026
Braze
10-Q · Updated May 28, 2026
Salesforce
8-K · Updated Sep 4, 2026
Datadog
Earnings Call · Updated Aug 6, 2026
DocuSign
10-Q · Updated Sep 4, 2026
Freshworks
Earnings Call · Updated Aug 4, 2026
GitLab
10-Q · Updated Sep 2, 2026
ZoomInfo
8-K · Updated Aug 5, 2026
HubSpot
8-K · Updated Aug 5, 2026
Intuit Inc.
8-K · Updated Aug 25, 2026
MongoDB
Earnings Call · Updated Sep 1, 2026
monday.com
6-K · Updated Aug 10, 2026
ServiceNow
10-Q · Updated Jul 23, 2026
Oracle
10-K · Updated Jun 22, 2026
UiPath
Earnings Call · Updated Sep 3, 2026
Paylocity
10-K · Updated Aug 5, 2026
Snowflake
10-Q · Updated Sep 4, 2026
Atlassian
10-K · Updated Aug 14, 2026
Workday
Earnings Call · Updated Aug 27, 2026
Zoom
8-K · Updated Sep 2, 2026
Fintech & Payments
Payments, lending, banking infrastructure, digital assets, and capital markets technology.
Affirm
Earnings Call · Updated Aug 27, 2026
Bill.com
10-K · Updated Aug 20, 2026
Coinbase
8-K · Updated Sep 2, 2026
Fidelity National Info
10-Q · Updated Aug 7, 2026
Fiserv
Earnings Call · Updated Aug 6, 2026
Shift4 Payments
Earnings Call · Updated Aug 6, 2026
Global Payments
Earnings Call · Updated Aug 5, 2026
Robinhood
10-Q · Updated Jul 30, 2026
Jack Henry
10-K · Updated Aug 28, 2026
Mastercard
Earnings Call · Updated Jul 30, 2026
Nu Holdings
6-K · Updated Aug 13, 2026
PayPal
Earnings Call · Updated Jul 28, 2026
SoFi Technologies
10-Q · Updated Aug 6, 2026
Upstart
— · Updated Aug 5, 2026
Visa
10-Q · Updated Jul 29, 2026
Western Union
Earnings Call · Updated Jul 30, 2026
Block
Earnings Call · Updated Aug 5, 2026
Food & Beverage
Packaged foods, snacks, and beverage manufacturers.
Conagra Brands
8-K · Updated Jul 28, 2026
Campbell's
Earnings Call · Updated Sep 3, 2026
General Mills
Earnings Call · Updated Jul 1, 2026
Hershey
8-K · Updated Sep 2, 2026
Ingredion
8-K · Updated Aug 20, 2026
Kraft Heinz
Earnings Call · Updated Aug 7, 2026
Coca-Cola Company
10-Q · Updated Jul 29, 2026
Mondelēz International
Earnings Call · Updated Jul 28, 2026
McCormick
8-K · Updated Aug 28, 2026
The Marzetti Company
Earnings Call · Updated Aug 25, 2026
PepsiCo, Inc.
Earnings Call · Updated Jul 9, 2026
Post Holdings
Earnings Call · Updated Aug 7, 2026
J.M. Smucker
Earnings Call · Updated Aug 26, 2026
Healthcare Technology
Telehealth, digital health platforms, and healthcare data & analytics.
Amwell
Earnings Call · Updated Aug 4, 2026
Definitive Healthcare
8-K · Updated Sep 2, 2026
Doximity
Earnings Call · Updated Aug 6, 2026
GoodRx
Earnings Call · Updated Aug 6, 2026
Health Catalyst
Earnings Call · Updated Aug 6, 2026
Hims & Hers
Earnings Call · Updated Aug 10, 2026
HealthEquity
Earnings Call · Updated Aug 27, 2026
Omnicell
10-Q · Updated Aug 5, 2026
OptimizeRx
10-Q · Updated Aug 13, 2026
Phreesia
10-Q · Updated Sep 3, 2026
Teladoc
8-K · Updated Aug 31, 2026
Veeva Systems
10-Q · Updated Aug 27, 2026
HR Software
Payroll, benefits administration, HCM platforms, and workforce management software.
Automatic Data Processing
10-K · Updated Aug 5, 2026
Insperity
10-Q · Updated Jul 30, 2026
Paycom
10-Q · Updated Aug 6, 2026
Paychex
10-K · Updated Jul 17, 2026
Paylocity
10-K · Updated Aug 5, 2026
TriNet
Earnings Call · Updated Jul 30, 2026
Workday
Earnings Call · Updated Aug 27, 2026
ZipRecruiter
8-K · Updated Aug 5, 2026
Industrials & Manufacturing
Diversified industrials, automation, and flow control.
AMETEK
8-K · Updated Aug 26, 2026
Caterpillar
8-K · Updated Sep 1, 2026
Deere & Company
10-Q · Updated Aug 27, 2026
Dover Corporation
Earnings Call · Updated Jul 23, 2026
Fastenal
10-Q · Updated Jul 16, 2026
Fortive
Earnings Call · Updated Jul 29, 2026
GE Aerospace
8-K · Updated Jul 16, 2026
W.W. Grainger
Earnings Call · Updated Aug 4, 2026
Honeywell
8-K · Updated Aug 19, 2026
Illinois Tool Works
10-Q · Updated Aug 6, 2026
3M
8-K · Updated Aug 19, 2026
Nordson
Earnings Call · Updated Aug 20, 2026
nVent Electric
8-K · Updated Jul 31, 2026
Parker Hannifin
10-K · Updated Aug 21, 2026
Rockwell Automation
Earnings Call · Updated Aug 4, 2026
Xylem
8-K · Updated Aug 18, 2026
Insurance & Insurtech
Carriers, brokers, and the insurtechs disrupting both.
Allstate
Earnings Call · Updated Aug 5, 2026
Aon
8-K · Updated Aug 31, 2026
Chubb
10-Q · Updated Jul 28, 2026
Everest Group
10-Q · Updated Aug 3, 2026
Hartford Financial
8-K · Updated Aug 11, 2026
Hippo Holdings
Earnings Call · Updated Jul 30, 2026
Kinsale Capital
Earnings Call · Updated Jul 24, 2026
Lemonade, Inc.
10-Q · Updated Aug 4, 2026
MetLife
Earnings Call · Updated Aug 6, 2026
Marsh & McLennan
Earnings Call · Updated Jul 21, 2026
Progressive
Earnings Call · Updated Aug 4, 2026
Palomar Holdings
Earnings Call · Updated Aug 5, 2026
Prudential Financial
Earnings Call · Updated Aug 7, 2026
Root Inc.
8-K · Updated Sep 1, 2026
Ryan Specialty
8-K · Updated Aug 7, 2026
Travelers
Earnings Call · Updated Jul 17, 2026
Life Science Tools & CRO
Instruments, reagents, and the contract research and manufacturing that pharma and biotech depend on.
Agilent Technologies
10-Q · Updated Sep 1, 2026
Bio-Rad Laboratories
Earnings Call · Updated Aug 4, 2026
Charles River Laboratories
Earnings Call · Updated Aug 5, 2026
Danaher
8-K · Updated Aug 3, 2026
ICON Public Limited Company
6-K · Updated Aug 20, 2026
Illumina
8-K · Updated Aug 13, 2026
IQVIA
Earnings Call · Updated Jul 28, 2026
Mettler-Toledo
8-K · Updated Aug 3, 2026
Pacific Biosciences
10-Q · Updated Aug 6, 2026
Repligen
10-Q · Updated Jul 29, 2026
Revvity
10-Q · Updated Aug 11, 2026
Bio-Techne
10-K · Updated Aug 24, 2026
Thermo Fisher Scientific
10-Q · Updated Jul 31, 2026
10x Genomics
10-Q · Updated Aug 7, 2026
Waters Corporation
8-K · Updated Aug 21, 2026
Logistics & Supply Chain
Rail, trucking, parcel, and freight brokerage.
Amazon.com
10-Q · Updated Jul 31, 2026
C.H. Robinson
10-Q · Updated Jul 31, 2026
Canadian Pacific Kansas City
10-Q · Updated Jul 30, 2026
CSX Corporation
8-K · Updated Jul 22, 2026
Expeditors Int'l
10-Q · Updated Aug 5, 2026
FedEx
8-K · Updated Jul 24, 2026
FedEx Freight
8-K · Updated Aug 6, 2026
GXO Logistics
8-K · Updated Aug 20, 2026
J.B. Hunt Transport
10-Q · Updated Jul 24, 2026
Knight-Swift
10-Q · Updated Jul 29, 2026
Norfolk Southern
8-K · Updated Jul 23, 2026
Old Dominion Freight
10-Q · Updated Aug 5, 2026
Saia Inc.
8-K · Updated Jul 30, 2026
Union Pacific
8-K · Updated Jul 23, 2026
United Parcel Service
8-K · Updated Aug 31, 2026
XPO Inc.
8-K · Updated Jul 30, 2026
Media & Streaming
Streaming platforms, traditional broadcasters, and the ad infrastructure behind them.
Walt Disney
Earnings Call · Updated Aug 5, 2026
Fox Corporation
Earnings Call · Updated Aug 6, 2026
Alphabet Inc.
10-Q · Updated Jul 23, 2026
iHeartMedia
Earnings Call · Updated Aug 10, 2026
Meta
10-Q · Updated Jul 30, 2026
Netflix
10-Q · Updated Jul 17, 2026
Paramount Skydance Corporation
Earnings Call · Updated Aug 4, 2026
Roku
8-K · Updated Aug 6, 2026
Snap
10-Q · Updated Aug 4, 2026
Spotify
6-K · Updated Aug 20, 2026
The Trade Desk
8-K · Updated Sep 4, 2026
Warner Bros. Discovery
Earnings Call · Updated Aug 6, 2026
Medical Devices
Cardiac, orthopedic, surgical robotics, diagnostics, and diabetes management technology.
Abbott Laboratories
10-Q · Updated Jul 28, 2026
Align Technology
8-K · Updated Aug 31, 2026
Baxter International
8-K · Updated Aug 19, 2026
Becton Dickinson
Earnings Call · Updated Aug 6, 2026
Boston Scientific
10-Q · Updated Aug 3, 2026
Cooper Companies
10-Q · Updated Jun 5, 2026
Dexcom
Earnings Call · Updated Jul 30, 2026
Edwards Lifesciences
10-Q · Updated Aug 4, 2026
Globus Medical
Earnings Call · Updated Aug 6, 2026
iRhythm Holdings
Earnings Call · Updated Aug 6, 2026
Intuitive Surgical
10-Q · Updated Jul 21, 2026
Medtronic
10-Q · Updated Sep 3, 2026
NovoCure
Earnings Call · Updated Jul 23, 2026
Envista Holdings
8-K · Updated Aug 19, 2026
Penumbra
8-K · Updated Jul 30, 2026
Insulet
Earnings Call · Updated Aug 5, 2026
ResMed
8-K · Updated Aug 17, 2026
Stryker
10-Q · Updated Jul 31, 2026
Zimmer Biomet
Earnings Call · Updated Aug 5, 2026
Mining & Critical Minerals
Diversified miners, precious metals, and the critical minerals powering the energy transition.
Alcoa
10-Q · Updated Jul 30, 2026
Albemarle
8-K · Updated Sep 3, 2026
BHP Group
6-K · Updated Aug 28, 2026
Freeport-McMoRan
10-Q · Updated Aug 6, 2026
Lithium Americas
10-Q · Updated Aug 13, 2026
MP Materials
10-Q · Updated Aug 7, 2026
NioCorp Developments
8-K · Updated Jul 8, 2026
Newmont Corporation
8-K · Updated Aug 20, 2026
Rio Tinto
6-K · Updated Sep 1, 2026
Sociedad Quimica
6-K · Updated Aug 26, 2026
Sibanye-Stillwater
6-K · Updated Sep 2, 2026
USA Rare Earth
8-K · Updated Sep 4, 2026
Energy Fuels Inc.
8-K · Updated Aug 28, 2026
Vale
6-K · Updated Aug 28, 2026
Wheaton Precious Metals
6-K · Updated Sep 1, 2026
Oil & Gas
Upstream, midstream, downstream, and the services that support them.
APA Corporation
Earnings Call · Updated Aug 6, 2026
Baker Hughes
Earnings Call · Updated Jul 27, 2026
ConocoPhillips
8-K · Updated Aug 11, 2026
Chevron Corporation
10-Q · Updated Aug 6, 2026
Devon Energy
8-K · Updated Aug 27, 2026
EOG Resources
Earnings Call · Updated Aug 5, 2026
Enterprise Products Partners
10-Q · Updated Aug 7, 2026
EQT Corporation
Earnings Call · Updated Jul 22, 2026
Energy Transfer
10-Q · Updated Aug 6, 2026
Diamondback Energy
10-Q · Updated Aug 5, 2026
Halliburton
10-Q · Updated Jul 24, 2026
Kinder Morgan
10-Q · Updated Jul 24, 2026
Cheniere Energy
Earnings Call · Updated Aug 6, 2026
Marathon Petroleum
8-K · Updated Aug 4, 2026
MPLX LP
Earnings Call · Updated Aug 4, 2026
ONEOK
8-K · Updated Aug 31, 2026
Occidental Petroleum
Earnings Call · Updated Aug 6, 2026
PBF Energy
Earnings Call · Updated Jul 30, 2026
Phillips 66
8-K · Updated Aug 21, 2026
Range Resources Corporation
Earnings Call · Updated Jul 22, 2026
SLB
8-K · Updated Aug 31, 2026
Targa Resources
8-K · Updated Aug 25, 2026
Valero Energy
Earnings Call · Updated Jul 30, 2026
Williams Companies
Earnings Call · Updated Aug 3, 2026
ExxonMobil
10-Q · Updated Aug 3, 2026
Residential Construction & PropTech
New construction, homebuilders, and the platforms buyers and agents use to transact.
AGNT, Inc
Earnings Call · Updated Aug 4, 2026
Builders FirstSource
Earnings Call · Updated Jul 30, 2026
D.R. Horton
10-Q · Updated Jul 23, 2026
Lennar
10-Q · Updated Jun 29, 2026
Masco Corporation
Earnings Call · Updated Jul 29, 2026
NVR Inc.
10-Q · Updated Aug 5, 2026
Offerpad
8-K · Updated Aug 31, 2026
Opendoor Technologies
8-K · Updated Aug 19, 2026
PulteGroup
8-K · Updated Aug 12, 2026
Taylor Morrison
8-K · Updated Jul 24, 2026
Toll Brothers
10-Q · Updated Aug 28, 2026
Zillow Group
Earnings Call · Updated Aug 5, 2026
Restaurants
Quick service, fast-casual, and casual dining chains.
Arcos Dorados
6-K · Updated Aug 13, 2026
Dutch Bros
10-Q · Updated Aug 6, 2026
Cava Group
10-Q · Updated Aug 12, 2026
Chipotle
10-Q · Updated Jul 31, 2026
DoorDash
Earnings Call · Updated Aug 5, 2026
Krispy Kreme
8-K · Updated Aug 6, 2026
Domino's Pizza
Earnings Call · Updated Jul 20, 2026
Darden Restaurants
10-K · Updated Jul 24, 2026
Brinker International
10-K · Updated Aug 19, 2026
Jack in the Box
8-K · Updated Aug 20, 2026
McDonald's
10-Q · Updated Aug 7, 2026
Papa John's
8-K · Updated Aug 25, 2026
Restaurant Brands Intl
8-K · Updated Aug 6, 2026
Starbucks
8-K · Updated Jul 29, 2026
Sweetgreen
8-K · Updated Aug 31, 2026
Shake Shack
8-K · Updated Aug 5, 2026
Sysco
8-K · Updated Sep 4, 2026
Texas Roadhouse
10-Q · Updated Aug 7, 2026
US Foods
8-K · Updated Aug 6, 2026
Wendy's
8-K · Updated Aug 17, 2026
Wingstop
8-K · Updated Aug 6, 2026
Yum! Brands
8-K · Updated Sep 1, 2026
Semiconductors
Chip designers, foundries, and the equipment that makes them possible.
Applied Materials
8-K · Updated Aug 27, 2026
Advanced Micro Devices
8-K · Updated Aug 19, 2026
ASML
6-K · Updated Jul 15, 2026
Broadcom
Earnings Call · Updated Sep 2, 2026
Cadence Design Systems
10-Q · Updated Jul 29, 2026
Intel
10-Q · Updated Jul 24, 2026
KLA Corporation
10-K · Updated Aug 6, 2026
Lam Research
8-K · Updated Aug 27, 2026
Monolithic Power Systems
10-Q · Updated Aug 5, 2026
Marvell Technology
10-Q · Updated Aug 28, 2026
Micron Technology
8-K · Updated Aug 26, 2026
NVIDIA
8-K · Updated Sep 3, 2026
NXP Semiconductors
8-K · Updated Sep 2, 2026
ON Semiconductor
Earnings Call · Updated Aug 4, 2026
Onto Innovation
8-K · Updated Aug 10, 2026
Qualcomm
8-K · Updated Jul 29, 2026
Qorvo
8-K · Updated Jul 28, 2026
Rambus
8-K · Updated Sep 4, 2026
Skyworks Solutions
8-K · Updated Aug 10, 2026
Taiwan Semiconductor Manufacturing
6-K · Updated Aug 25, 2026
Texas Instruments
10-Q · Updated Jul 24, 2026
Wolfspeed
10-K · Updated Aug 20, 2026
Telecom & Connectivity
Wireless carriers, cable broadband, and satellite connectivity.
AST SpaceMobile
8-K · Updated Aug 10, 2026
Cable One
8-K · Updated Aug 14, 2026
Charter Communications
8-K · Updated Aug 31, 2026
Comcast
8-K · Updated Jul 23, 2026
Ericsson
6-K · Updated Aug 31, 2026
Iridium Communications
10-Q · Updated Jul 22, 2026
Lumen Technologies
8-K · Updated Aug 4, 2026
Nokia
6-K · Updated Aug 14, 2026
Optimum Communications
8-K · Updated Aug 6, 2026
Shenandoah Telecom
8-K · Updated Jul 29, 2026
AT&T
8-K · Updated Jul 22, 2026
T-Mobile
8-K · Updated Sep 3, 2026
Viasat
10-Q · Updated Aug 6, 2026
Verizon
10-Q · Updated Jul 31, 2026
Travel & Hospitality
Airlines, hotels, cruise lines, and the booking platforms that connect them.
American Airlines
8-K · Updated Jul 23, 2026
Airbnb
8-K · Updated Aug 6, 2026
Booking Holdings
8-K · Updated Aug 4, 2026
Carnival Corporation
10-Q · Updated Jun 26, 2026
Choice Hotels
8-K · Updated Aug 31, 2026
Delta Air Lines
8-K · Updated Jul 10, 2026
Expedia Group
10-Q · Updated Aug 6, 2026
Hyatt Hotels
8-K · Updated Jul 30, 2026
Hilton
8-K · Updated Jul 28, 2026
Southwest Airlines
8-K · Updated Aug 12, 2026
Marriott International
8-K · Updated Aug 3, 2026
Norwegian Cruise Line
10-Q · Updated Aug 3, 2026
Royal Caribbean
8-K · Updated Aug 20, 2026
United Airlines
10-Q · Updated Jul 16, 2026
Wyndham Hotels
10-Q · Updated Jul 23, 2026
Video Games
Console, mobile, and platform publishers.
Electronic Arts
8-K · Updated Aug 4, 2026
Huya
6-K · Updated Aug 12, 2026
Microsoft Corporation
Earnings Call · Updated Jul 29, 2026
NetEase
6-K · Updated Sep 4, 2026
Playtika
8-K · Updated Aug 6, 2026
Roblox
8-K · Updated Jul 30, 2026
Sea Limited
6-K · Updated Aug 11, 2026
Sony Group (ADR)
6-K · Updated Aug 12, 2026
Take-Two Interactive
8-K · Updated Aug 7, 2026
Unity Software Inc.
8-K · Updated Aug 19, 2026
Warehousing & Industrial REITs
Industrial and logistics real estate landlords.
Americold Realty
8-K · Updated Aug 31, 2026
EastGroup Properties
Earnings Call · Updated Jul 23, 2026
First Industrial
8-K · Updated Aug 18, 2026
Lineage
Earnings Call · Updated Aug 5, 2026
Prologis
8-K · Updated Aug 4, 2026
Rexford Industrial
8-K · Updated Aug 18, 2026
STAG Industrial
Earnings Call · Updated Jul 29, 2026
Terreno Realty
10-Q · Updated Aug 5, 2026