Coverage
Coverage directory
708 companies tracked across 54 industries.
AEC: Architecture, Engineering & Construction
Architecture, engineering, and infrastructure construction, from design through EPC.
AECOM
8-K · Updated Sep 16, 2026
Dycom Industries
10-Q · Updated Aug 27, 2026
EMCOR Group
Earnings Call · Updated Oct 29, 2026
Comfort Systems USA
8-K · Updated Oct 28, 2026
FLUOR
Earnings Call · Updated Nov 6, 2026
Granite Construction
10-Q · Updated Oct 29, 2026
Jacobs Solutions
— · Updated Sep 23, 2026
KBR
Earnings Call · Updated Oct 29, 2026
MasTec
Earnings Call · Updated Oct 30, 2026
MYR Group
8-K · Updated Nov 4, 2026
Quanta Services
Earnings Call · Updated Oct 29, 2026
Stantec
6-K · Updated Oct 21, 2026
Sterling Infrastructure
Earnings Call · Updated Oct 29, 2026
Tetra Tech
10-Q · Updated Jul 31, 2026
Agriculture & Food Production
Farm equipment, crop inputs, commodity processing, and food production.
AGCO Corporation
Earnings Call · Updated Oct 29, 2026
Bunge Global
8-K · Updated Nov 3, 2026
Cal-Maine Foods
Earnings Call · Updated Sep 30, 2026
CF Industries
Earnings Call · Updated Nov 5, 2026
CNH Industrial
Earnings Call · Updated Aug 3, 2026
Corteva
8-K · Updated Oct 7, 2026
Deere & Company
8-K · Updated Nov 2, 2026
FMC Corporation
Earnings Call · Updated Oct 30, 2026
ICL Group
6-K · Updated Sep 17, 2026
Mosaic Company
10-Q · Updated Nov 4, 2026
Nutrien
Earnings Call · Updated Nov 5, 2026
Trimble Inc.
10-Q · Updated Nov 4, 2026
Tyson Foods
8-K · Updated Sep 3, 2026
Vital Farms
Earnings Call · Updated Nov 3, 2026
Asset Management
Private equity, credit, real assets, and alternative investment management.
Apollo Global Management
10-Q · Updated Nov 5, 2026
Ares Management
10-Q · Updated Nov 6, 2026
Brookfield Asset Management
Earnings Call · Updated Nov 6, 2026
BlackRock
10-Q · Updated Nov 4, 2026
Blackstone
10-Q · Updated Nov 6, 2026
Carlyle Group
10-Q · Updated Nov 6, 2026
Hamilton Lane
10-Q · Updated Nov 3, 2026
KKR & Co.
8-K · Updated Oct 26, 2026
Blue Owl Capital
10-Q · Updated Oct 30, 2026
SEI Investments
10-Q · Updated Oct 26, 2026
StepStone Group
Earnings Call · Updated Nov 5, 2026
TPG Inc.
10-Q · Updated Nov 3, 2026
Automotive & EV
Legacy automakers, EV manufacturers, and the mobility platforms built around them.
Aptiv
10-Q · Updated Nov 3, 2026
Ford Motor
10-Q · Updated Oct 29, 2026
General Motors
8-K · Updated Oct 27, 2026
Alphabet Inc.
10-Q · Updated Oct 29, 2026
Lucid Group
8-K · Updated Oct 5, 2026
Li Auto
6-K · Updated Nov 2, 2026
Lyft
10-Q · Updated Nov 6, 2026
Mobileye
— · Updated Oct 29, 2026
NIO
6-K · Updated Nov 2, 2026
Polestar
6-K · Updated Oct 8, 2026
Rivian
Earnings Call · Updated Oct 29, 2026
Stellantis
6-K · Updated Nov 5, 2026
Toyota
6-K · Updated Nov 5, 2026
Tesla
10-Q · Updated Oct 22, 2026
Uber Technologies
10-Q · Updated Nov 4, 2026
XPeng
6-K · Updated Nov 2, 2026
Banking & Capital Markets
Money-center banks, custody, capital markets infrastructure, and advisory.
Bank of America
10-Q · Updated Oct 30, 2026
Bank of New York Mellon
10-Q · Updated Oct 30, 2026
Citigroup
10-Q · Updated Nov 5, 2026
CME Group Inc
10-Q · Updated Oct 23, 2026
Evercore
10-Q · Updated Nov 4, 2026
Fifth Third Bancorp
10-Q · Updated Nov 3, 2026
Goldman Sachs
10-Q · Updated Nov 2, 2026
Houlihan Lokey
10-Q · Updated Oct 30, 2026
Intercontinental Exchange
Earnings Call · Updated Oct 29, 2026
Jefferies Financial Group
8-K · Updated Oct 20, 2026
JPMorgan Chase
10-Q · Updated Nov 3, 2026
Lazard
8-K · Updated Nov 2, 2026
MarketAxess
10-Q · Updated Nov 6, 2026
Morgan Stanley
10-Q · Updated Nov 5, 2026
Nasdaq, Inc.
8-K · Updated Oct 26, 2026
PJT Partners
10-Q · Updated Nov 5, 2026
PNC Financial
8-K · Updated Nov 5, 2026
State Street
10-Q · Updated Oct 28, 2026
Truist Financial
10-Q · Updated Oct 28, 2026
U.S. Bancorp
8-K · Updated Nov 6, 2026
Wells Fargo
10-Q · Updated Oct 28, 2026
Big Tech / Cloud Platforms
Cloud infrastructure, consumer platforms, and services at global scale.
Apple Inc.
10-K · Updated Nov 3, 2026
Amazon.com
10-Q · Updated Oct 30, 2026
Alphabet Inc.
10-Q · Updated Oct 29, 2026
IBM
10-Q · Updated Oct 22, 2026
Meta
8-K · Updated Oct 29, 2026
Microsoft Corporation
Earnings Call · Updated Oct 28, 2026
Oracle
8-K · Updated Oct 28, 2026
Biotech & Pharma
Pipeline development, patent cliffs, and the next wave of therapeutics.
AbbVie
10-Q · Updated Nov 3, 2026
Alnylam Pharmaceuticals
8-K · Updated Nov 5, 2026
Amgen
10-Q · Updated Nov 4, 2026
Argenx
6-K · Updated Oct 22, 2026
AstraZeneca
6-K · Updated Nov 2, 2026
Beam Therapeutics
8-K · Updated Nov 3, 2026
Biogen
Earnings Call · Updated Oct 28, 2026
Bristol-Myers Squibb
Earnings Call · Updated Oct 29, 2026
BioNTech
6-K · Updated Nov 3, 2026
CRISPR Therapeutics
8-K · Updated Nov 2, 2026
Gilead Sciences
10-Q · Updated Oct 30, 2026
GSK
6-K · Updated Nov 2, 2026
Immunome
8-K · Updated Oct 5, 2026
Incyte
10-Q · Updated Oct 29, 2026
Johnson & Johnson
10-Q · Updated Oct 21, 2026
Eli Lilly
Earnings Call · Updated Oct 29, 2026
Merck & Co
10-Q · Updated Nov 4, 2026
Moderna
10-Q · Updated Nov 6, 2026
Intellia Therapeutics
10-Q · Updated Nov 5, 2026
Novo Nordisk
6-K · Updated Nov 5, 2026
Novartis
6-K · Updated Oct 27, 2026
Pfizer
8-K · Updated Nov 3, 2026
Regeneron
Earnings Call · Updated Oct 30, 2026
Roche
No filings yet
Royalty Pharma
Earnings Call · Updated Nov 4, 2026
Recursion Pharma
Earnings Call · Updated Nov 3, 2026
Sana Biotechnology
8-K · Updated Nov 5, 2026
Sanofi
Earnings Call · Updated Oct 30, 2026
United Therapeutics
Earnings Call · Updated Nov 4, 2026
Vertex Pharmaceuticals
10-Q · Updated Nov 3, 2026
Building Products
Exterior and interior building materials, from manufacturing through distribution.
Armstrong World Industries
Earnings Call · Updated Oct 27, 2026
Caesarstone Ltd
6-K · Updated Nov 3, 2026
Fortune Brands Innovations
10-Q · Updated Nov 4, 2026
Ferguson Enterprises
8-K · Updated Aug 11, 2026
Hayward Holdings
Earnings Call · Updated Oct 28, 2026
Home Depot
10-Q · Updated Aug 25, 2026
Installed Building Products
10-Q · Updated Nov 5, 2026
Janus International Group
8-K · Updated Sep 25, 2026
Jeld-Wen
Earnings Call · Updated Nov 4, 2026
James Hardie
Earnings Call · Updated Nov 5, 2026
Lowe's
8-K · Updated Sep 2, 2026
Masco Corporation
Earnings Call · Updated Oct 28, 2026
MasterBrand
10-Q · Updated Nov 6, 2026
Mohawk Industries
Earnings Call · Updated Oct 30, 2026
Quanex Building Products
10-Q · Updated Sep 4, 2026
Owens Corning
Earnings Call · Updated Nov 4, 2026
Gibraltar Industries
Earnings Call · Updated Nov 5, 2026
Simpson Manufacturing
10-Q · Updated Nov 5, 2026
Tecnoglass Holdings
Earnings Call · Updated Nov 5, 2026
Interface
Earnings Call · Updated Nov 6, 2026
TREX
10-Q · Updated Nov 4, 2026
Chemicals & Materials
Industrial gases, commodity and specialty chemicals, and coatings.
Albemarle
Earnings Call · Updated Nov 5, 2026
Air Products
Earnings Call · Updated Nov 5, 2026
Avient Corporation
Earnings Call · Updated Nov 4, 2026
Celanese
10-Q · Updated Nov 3, 2026
DuPont
10-Q · Updated Nov 3, 2026
Dow, Inc.
10-Q · Updated Oct 23, 2026
Ecolab
10-Q · Updated Oct 29, 2026
Eastman Chemical Company
Earnings Call · Updated Oct 30, 2026
Huntsman Corporation
10-Q · Updated Nov 3, 2026
International Flavors & Fragrances
Earnings Call · Updated Nov 4, 2026
Linde
Earnings Call · Updated Oct 29, 2026
LyondellBasell
Earnings Call · Updated Oct 30, 2026
PPG Industries
10-Q · Updated Oct 28, 2026
RPM International
8-K · Updated Nov 6, 2026
Sherwin-Williams
8-K · Updated Nov 2, 2026
Commercial Real Estate
Office, industrial, retail, net lease, and self-storage landlords.
Alexandria Real Estate
Earnings Call · Updated Oct 27, 2026
BXP (Boston Properties)
10-Q · Updated Nov 6, 2026
Extra Space Storage
10-Q · Updated Oct 30, 2026
First Industrial
Earnings Call · Updated Oct 22, 2026
Kimco Realty
Earnings Call · Updated Oct 29, 2026
NNN REIT
Earnings Call · Updated Nov 4, 2026
Realty Income
8-K · Updated Nov 6, 2026
Prologis
10-Q · Updated Oct 28, 2026
Public Storage
8-K · Updated Nov 6, 2026
Simon Property Group
10-Q · Updated Nov 6, 2026
Vornado Realty Trust
Earnings Call · Updated Nov 3, 2026
Composites
Carbon and glass fiber composites, from aerospace to infrastructure.
Albany International Corp.
Earnings Call · Updated Oct 29, 2026
Core Molding
10-Q · Updated Nov 4, 2026
Ducommun Incorporated
Earnings Call · Updated Nov 5, 2026
Hubbell
10-Q · Updated Oct 28, 2026
Huntsman Corporation
10-Q · Updated Nov 3, 2026
Hexcel Corporation
Earnings Call · Updated Oct 22, 2026
NOV Inc.
Earnings Call · Updated Oct 28, 2026
Owens Corning
Earnings Call · Updated Nov 4, 2026
Park Aerospace Corp.
10-Q · Updated Oct 13, 2026
TREX
10-Q · Updated Nov 4, 2026
Valmont Industries, Inc
10-Q · Updated Oct 27, 2026
Advanced Drainage Systems, Inc.
10-Q · Updated Nov 5, 2026
CRE Services & Brokerage
Brokerage, leasing, property management, and investment advisory across commercial real estate.
CBRE Group
8-K · Updated Nov 5, 2026
Colliers International
6-K · Updated Nov 4, 2026
Cushman & Wakefield
10-Q · Updated Nov 4, 2026
Jones Lang LaSalle
8-K · Updated Nov 4, 2026
Marcus & Millichap
Earnings Call · Updated Nov 6, 2026
Newmark Group
10-Q · Updated Nov 6, 2026
Cybersecurity
Platform consolidation, AI in security, identity, zero trust, and federal contracting.
Akamai Technologies
10-Q · Updated Nov 6, 2026
Check Point Software
6-K · Updated Nov 2, 2026
CrowdStrike
10-Q · Updated Aug 27, 2026
Fortinet
10-Q · Updated Oct 30, 2026
Gen Digital
10-Q · Updated Oct 29, 2026
Microsoft Corporation
Earnings Call · Updated Oct 28, 2026
Cloudflare
Earnings Call · Updated Nov 5, 2026
Okta
8-K · Updated Sep 18, 2026
Palo Alto Networks
10-K · Updated Sep 10, 2026
Qualys
8-K · Updated Aug 4, 2026
Rapid7
Earnings Call · Updated Nov 4, 2026
SentinelOne
8-K · Updated Oct 16, 2026
SailPoint
Earnings Call · Updated Sep 9, 2026
Tenable
10-Q · Updated Nov 3, 2026
Varonis Systems
10-Q · Updated Nov 4, 2026
Zscaler
8-K · Updated Oct 6, 2026
Data Centers
Hyperscale, colocation, power, cooling, and adjacent infrastructure.
ABB
Earnings Call · Updated Jul 16, 2026
Amazon.com
10-Q · Updated Oct 30, 2026
Carrier Global Corporation
8-K · Updated Nov 4, 2026
Caterpillar
10-Q · Updated Nov 4, 2026
Constellation Energy
8-K · Updated Aug 6, 2026
CoreWeave
8-K · Updated Sep 22, 2026
Digital Realty Trust, Inc.
10-Q · Updated Oct 30, 2026
Equinix, Inc.
Earnings Call · Updated Oct 28, 2026
Eaton
Earnings Call · Updated Nov 3, 2026
FLUOR
Earnings Call · Updated Nov 6, 2026
Corning
10-Q · Updated Oct 29, 2026
Generac
10-Q · Updated Nov 3, 2026
Alphabet Inc.
10-Q · Updated Oct 29, 2026
Hubbell
10-Q · Updated Oct 28, 2026
Iron Mountain Inc.
10-Q · Updated Nov 5, 2026
Legrand
Earnings Call · Updated Feb 12, 2026
Meta
8-K · Updated Oct 29, 2026
Microsoft Corporation
Earnings Call · Updated Oct 28, 2026
Oracle
8-K · Updated Oct 28, 2026
Quanta Services
Earnings Call · Updated Oct 29, 2026
Schneider Electric
Earnings Call · Updated Feb 26, 2026
Vertiv
10-Q · Updated Oct 28, 2026
Defense & Aerospace
Prime contractors, defense-tech, government IT services, and space launch.
AeroVironment
8-K · Updated Nov 4, 2026
Boeing
10-Q · Updated Oct 27, 2026
CACI International
Earnings Call · Updated Oct 22, 2026
General Dynamics
Earnings Call · Updated Oct 30, 2026
GE Aerospace
Earnings Call · Updated Oct 20, 2026
Huntington Ingalls
Earnings Call · Updated Oct 29, 2026
Honeywell
Earnings Call · Updated Oct 22, 2026
Kratos Defense
Earnings Call · Updated Nov 5, 2026
L3Harris Technologies
Earnings Call · Updated Oct 29, 2026
Lockheed Martin
10-Q · Updated Oct 22, 2026
Northrop Grumman
10-Q · Updated Oct 20, 2026
Palantir
10-Q · Updated Nov 3, 2026
Red Cat Holdings
8-K · Updated Oct 23, 2026
Rocket Lab
8-K · Updated Oct 14, 2026
RTX Corporation
10-Q · Updated Oct 20, 2026
SAIC
8-K · Updated Oct 13, 2026
Textron
Earnings Call · Updated Oct 29, 2026
Ecommerce & Retail Tech
Online marketplaces, direct retailers, and the platforms that power them.
Amazon.com
10-Q · Updated Oct 30, 2026
Chewy
Earnings Call · Updated Sep 9, 2026
Commerce.com
Earnings Call · Updated Nov 5, 2026
Costco
8-K · Updated Oct 16, 2026
Coupang
Earnings Call · Updated Nov 3, 2026
eBay
10-Q · Updated Oct 29, 2026
Etsy
Earnings Call · Updated Oct 28, 2026
Global-E Online
6-K · Updated Oct 1, 2026
MercadoLibre
10-Q · Updated Nov 5, 2026
PDD Holdings (Temu)
6-K · Updated Aug 25, 2026
Earnings Call · Updated Oct 29, 2026
Sea Limited
6-K · Updated Oct 20, 2026
Shopify
Earnings Call · Updated Nov 3, 2026
Target
10-Q · Updated Aug 28, 2026
Wayfair
10-Q · Updated Nov 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 Nov 3, 2026
Coursera
10-Q · Updated Nov 5, 2026
Duolingo
10-Q · Updated Nov 4, 2026
Laureate Education
Earnings Call · Updated Oct 29, 2026
Grand Canyon Education
Earnings Call · Updated Nov 4, 2026
Stride, Inc
10-Q · Updated Oct 21, 2026
Perdoceo Education
8-K · Updated Nov 5, 2026
Electronics Manufacturing
Printed circuits, contract manufacturing, and electronic assemblies.
Benchmark Electronics
Earnings Call · Updated Oct 28, 2026
Celestica
8-K · Updated Oct 30, 2026
Flex
10-Q · Updated Oct 30, 2026
Fabrinet
10-Q · Updated Nov 3, 2026
Jabil Inc
10-K · Updated Oct 23, 2026
Kimball Electronics
Earnings Call · Updated Nov 5, 2026
Methode Electronics
8-K · Updated Sep 25, 2026
Plexus
Earnings Call · Updated Oct 29, 2026
Rogers Corporation
10-Q · Updated Oct 28, 2026
Sanmina
8-K · Updated Sep 15, 2026
TTM Technologies
8-K · Updated Oct 28, 2026
Energy & Power
Regulated utilities, competitive generation, and the energy transition.
American Electric Power
Earnings Call · Updated Oct 28, 2026
Bloom Energy
Earnings Call · Updated Oct 22, 2026
BWX Technologies
8-K · Updated Nov 3, 2026
Constellation Energy
8-K · Updated Aug 6, 2026
CMS Energy
Earnings Call · Updated Oct 27, 2026
Duke Energy
Earnings Call · Updated Nov 5, 2026
Edison International
8-K · Updated Oct 30, 2026
Enphase Energy
Earnings Call · Updated Oct 27, 2026
Exelon
Earnings Call · Updated Oct 30, 2026
Fluence Energy
8-K · Updated Nov 2, 2026
GE Vernova
Earnings Call · Updated Oct 28, 2026
Itron
10-Q · Updated Oct 27, 2026
NextEra Energy
8-K · Updated Nov 5, 2026
NRG Energy
Earnings Call · Updated Aug 4, 2026
PG&E
Earnings Call · Updated Oct 22, 2026
NuScale Power
Earnings Call · Updated Nov 5, 2026
Southern Company
Earnings Call · Updated Nov 5, 2026
Vistra Corp.
Earnings Call · Updated Nov 6, 2026
WEC Energy
8-K · Updated Nov 6, 2026
Xcel Energy
8-K · Updated Nov 5, 2026
Enterprise SaaS & Cloud
The software stack modern enterprises run on.
Box
8-K · Updated Oct 6, 2026
Braze
8-K · Updated Oct 20, 2026
Salesforce
8-K · Updated Oct 20, 2026
Datadog
10-Q · Updated Nov 4, 2026
DocuSign
10-Q · Updated Sep 4, 2026
Freshworks
Earnings Call · Updated Nov 3, 2026
GitLab
10-Q · Updated Sep 2, 2026
ZoomInfo
Earnings Call · Updated Nov 4, 2026
HubSpot
Earnings Call · Updated Nov 4, 2026
Intuit Inc.
10-K · Updated Sep 9, 2026
MongoDB
8-K · Updated Oct 15, 2026
monday.com
6-K · Updated Aug 10, 2026
ServiceNow
Earnings Call · Updated Oct 28, 2026
Oracle
8-K · Updated Oct 28, 2026
UiPath
10-Q · Updated Sep 8, 2026
Paylocity
10-Q · Updated Nov 6, 2026
Snowflake
8-K · Updated Oct 2, 2026
Atlassian
10-Q · Updated Nov 6, 2026
Workday
8-K · Updated Oct 23, 2026
Zoom
8-K · Updated Sep 2, 2026
Fintech & Payments
Payments, lending, banking infrastructure, digital assets, and capital markets technology.
Affirm
Earnings Call · Updated Nov 5, 2026
Bill.com
10-Q · Updated Nov 6, 2026
Coinbase
Earnings Call · Updated Oct 29, 2026
Fidelity National Info
Earnings Call · Updated Nov 4, 2026
Fiserv
Earnings Call · Updated Nov 3, 2026
Shift4 Payments
10-Q · Updated Nov 5, 2026
Global Payments
10-Q · Updated Nov 5, 2026
Robinhood
10-Q · Updated Oct 28, 2026
Jack Henry
10-Q · Updated Nov 6, 2026
Mastercard
Earnings Call · Updated Oct 29, 2026
Nu Holdings
6-K · Updated Oct 23, 2026
PayPal
10-Q · Updated Oct 27, 2026
SoFi Technologies
10-Q · Updated Nov 5, 2026
Upstart
Earnings Call · Updated Nov 3, 2026
Visa
10-K · Updated Nov 5, 2026
Western Union
10-Q · Updated Nov 4, 2026
Block
Earnings Call · Updated Nov 3, 2026
Food & Beverage
Packaged foods, snacks, and beverage manufacturers.
B&G Foods
8-K · Updated Oct 13, 2026
Conagra Brands
Earnings Call · Updated Sep 30, 2026
Campbell's
10-K · Updated Sep 24, 2026
General Mills
8-K · Updated Sep 30, 2026
Hershey
10-Q · Updated Oct 29, 2026
Ingredion
10-Q · Updated Nov 6, 2026
Kraft Heinz
10-Q · Updated Nov 4, 2026
Coca-Cola Company
10-Q · Updated Oct 28, 2026
Mondelēz International
Earnings Call · Updated Oct 29, 2026
McCormick
10-Q · Updated Oct 1, 2026
The Marzetti Company
Earnings Call · Updated Nov 3, 2026
PepsiCo, Inc.
Earnings Call · Updated Oct 8, 2026
Post Holdings
8-K · Updated Oct 16, 2026
J.M. Smucker
Earnings Call · Updated Aug 26, 2026
Healthcare & Senior Housing REITs
Senior housing, skilled nursing, and hospital landlords tracking an aging population.
CareTrust REIT
Earnings Call · Updated Nov 6, 2026
Healthpeak Properties
10-Q · Updated Nov 3, 2026
LTC Properties
— · Updated Nov 5, 2026
Medical Properties Trust
10-Q · Updated Nov 6, 2026
National Health Investors
8-K · Updated Aug 27, 2026
Omega Healthcare Investors
Earnings Call · Updated Nov 4, 2026
Sabra Health Care REIT
Earnings Call · Updated Nov 3, 2026
Ventas
10-Q · Updated Oct 28, 2026
Welltower
10-Q · Updated Oct 27, 2026
Healthcare Providers & Services
Hospitals, surgical and outpatient care, behavioral health, dialysis, and senior living operators.
Acadia Healthcare
Earnings Call · Updated Nov 5, 2026
Addus HomeCare
10-Q · Updated Nov 4, 2026
Ardent Health
10-Q · Updated Nov 5, 2026
Brookdale Senior Living
10-Q · Updated Nov 6, 2026
Chemed
10-Q · Updated Oct 29, 2026
Concentra
Earnings Call · Updated Nov 6, 2026
Community Health Systems
10-Q · Updated Oct 29, 2026
DaVita
Earnings Call · Updated Oct 29, 2026
Encompass Health
8-K · Updated Nov 6, 2026
Ensign Group
Earnings Call · Updated Oct 28, 2026
HCA Healthcare
8-K · Updated Nov 5, 2026
LifeStance Health
10-Q · Updated Nov 5, 2026
Pediatrix
Earnings Call · Updated Oct 29, 2026
Privia Health
Earnings Call · Updated Nov 5, 2026
RadNet
8-K · Updated Oct 26, 2026
Surgery Partners
8-K · Updated Oct 26, 2026
Tenet Healthcare
10-Q · Updated Oct 29, 2026
Universal Health Services
10-Q · Updated Nov 6, 2026
U.S. Physical Therapy
8-K · Updated Nov 6, 2026
Healthcare Technology
Telehealth, digital health platforms, and healthcare data & analytics.
Amwell
Earnings Call · Updated Nov 3, 2026
Definitive Healthcare
8-K · Updated Nov 5, 2026
Doximity
Earnings Call · Updated Nov 5, 2026
GoodRx
Earnings Call · Updated Aug 6, 2026
Health Catalyst
Earnings Call · Updated Nov 5, 2026
Hims & Hers
8-K · Updated Oct 7, 2026
HealthEquity
8-K · Updated Sep 30, 2026
Omnicell
10-Q · Updated Nov 4, 2026
OptimizeRx
10-Q · Updated Aug 13, 2026
Phreesia
10-Q · Updated Sep 3, 2026
Teladoc
10-Q · Updated Oct 29, 2026
Veeva Systems
8-K · Updated Nov 6, 2026
Hotel REITs
Hotel owners, distinct from the brands that manage and franchise them.
Household & Consumer Products
Household staples, personal care, and everyday consumer brands.
Church & Dwight
Earnings Call · Updated Oct 30, 2026
Colgate-Palmolive
Earnings Call · Updated Oct 30, 2026
The Clorox Company
Earnings Call · Updated Nov 2, 2026
Energizer Holdings
Earnings Call · Updated Aug 4, 2026
Edgewell Personal Care
Earnings Call · Updated Aug 5, 2026
Helen of Troy
8-K · Updated Nov 4, 2026
Kimberly-Clark
Earnings Call · Updated Nov 5, 2026
Kenvue
8-K · Updated Nov 4, 2026
Newell Brands
10-Q · Updated Oct 30, 2026
Procter & Gamble
10-Q · Updated Oct 22, 2026
Spectrum Brands
8-K · Updated Nov 4, 2026
Unilever
6-K · Updated Nov 3, 2026
HR Software
Payroll, benefits administration, HCM platforms, and workforce management software.
Automatic Data Processing
10-Q · Updated Oct 30, 2026
Insperity
Earnings Call · Updated Oct 29, 2026
Paycom
10-Q · Updated Nov 5, 2026
Paychex
10-Q · Updated Sep 24, 2026
Paylocity
10-Q · Updated Nov 6, 2026
TriNet
10-Q · Updated Oct 29, 2026
Workday
8-K · Updated Oct 23, 2026
ZipRecruiter
8-K · Updated Nov 2, 2026
Industrials & Manufacturing
Diversified industrials and automation.
AMETEK
10-Q · Updated Nov 3, 2026
Carrier Global Corporation
8-K · Updated Nov 4, 2026
Caterpillar
10-Q · Updated Nov 4, 2026
Cummins
Earnings Call · Updated Nov 5, 2026
Deere & Company
8-K · Updated Nov 2, 2026
Dover Corporation
Earnings Call · Updated Oct 22, 2026
Emerson Electric Co.
Earnings Call · Updated Nov 4, 2026
Eaton
Earnings Call · Updated Nov 3, 2026
Fastenal
10-Q · Updated Oct 19, 2026
Fortive
Earnings Call · Updated Oct 28, 2026
GE Aerospace
Earnings Call · Updated Oct 20, 2026
W.W. Grainger
10-Q · Updated Nov 4, 2026
Honeywell
Earnings Call · Updated Oct 22, 2026
Ingersoll Rand
8-K · Updated Oct 30, 2026
Illinois Tool Works
10-Q · Updated Oct 28, 2026
Johnson Controls
Earnings Call · Updated Oct 27, 2026
3M
8-K · Updated Nov 4, 2026
Nordson
8-K · Updated Oct 23, 2026
nVent Electric
10-Q · Updated Oct 30, 2026
Otis
10-Q · Updated Oct 29, 2026
Parker Hannifin
Earnings Call · Updated Nov 5, 2026
Rockwell Automation
Earnings Call · Updated Nov 5, 2026
Trane Technologies
Earnings Call · Updated Oct 29, 2026
Xylem
10-Q · Updated Oct 27, 2026
Insurance & Insurtech
Carriers, brokers, and the insurtechs disrupting both.
Allstate
Earnings Call · Updated Nov 5, 2026
Aon
10-Q · Updated Oct 28, 2026
Chubb
10-Q · Updated Oct 28, 2026
Everest Group
10-Q · Updated Oct 30, 2026
Hartford Financial
Earnings Call · Updated Oct 27, 2026
Hippo Holdings
Earnings Call · Updated Oct 29, 2026
Kinsale Capital
Earnings Call · Updated Oct 23, 2026
Lemonade, Inc.
Earnings Call · Updated Nov 5, 2026
MetLife
10-Q · Updated Nov 6, 2026
Marsh & McLennan
Earnings Call · Updated Oct 15, 2026
Progressive
Earnings Call · Updated Nov 3, 2026
Palomar Holdings
10-Q · Updated Nov 6, 2026
Prudential Financial
10-Q · Updated Nov 4, 2026
Root Inc.
Earnings Call · Updated Nov 4, 2026
Ryan Specialty
10-Q · Updated Oct 30, 2026
Travelers
8-K · Updated Nov 6, 2026
Life Science Tools & CRO
Instruments, reagents, and the contract research and manufacturing that pharma and biotech depend on.
Agilent Technologies
8-K · Updated Sep 8, 2026
Alexandria Real Estate
Earnings Call · Updated Oct 27, 2026
Bio-Rad Laboratories
Earnings Call · Updated Nov 4, 2026
Charles River Laboratories
Earnings Call · Updated Nov 4, 2026
Danaher
Earnings Call · Updated Oct 21, 2026
ICON Public Limited Company
Earnings Call · Updated Oct 28, 2026
Illumina
10-Q · Updated Oct 30, 2026
IQVIA
10-Q · Updated Oct 27, 2026
Mettler-Toledo
Earnings Call · Updated Nov 6, 2026
Pacific Biosciences
10-Q · Updated Nov 5, 2026
Repligen
8-K · Updated Nov 6, 2026
Revvity
Earnings Call · Updated Nov 3, 2026
Bio-Techne
10-Q · Updated Nov 6, 2026
Thermo Fisher Scientific
10-Q · Updated Oct 30, 2026
10x Genomics
10-Q · Updated Nov 6, 2026
Waters Corporation
Earnings Call · Updated Nov 3, 2026
Logistics & Supply Chain
Rail, trucking, parcel, and freight brokerage.
Amazon.com
10-Q · Updated Oct 30, 2026
C.H. Robinson
8-K · Updated Nov 4, 2026
Canadian Pacific Kansas City
10-Q · Updated Oct 29, 2026
CSX Corporation
Earnings Call · Updated Oct 21, 2026
Expeditors Int'l
10-Q · Updated Nov 4, 2026
FedEx
Earnings Call · Updated Oct 28, 2026
FedEx Freight
8-K · Updated Oct 29, 2026
GXO Logistics
10-Q · Updated Nov 4, 2026
J.B. Hunt Transport
10-Q · Updated Oct 23, 2026
Knight-Swift
8-K · Updated Nov 6, 2026
Norfolk Southern
Earnings Call · Updated Oct 22, 2026
Old Dominion Freight
10-Q · Updated Nov 4, 2026
Saia Inc.
8-K · Updated Nov 4, 2026
Union Pacific
10-Q · Updated Oct 22, 2026
United Parcel Service
8-K · Updated Nov 5, 2026
XPO Inc.
10-Q · Updated Oct 29, 2026
Managed Care & Health Insurance
Health plans across Medicare, Medicaid, the ACA exchanges, and employer coverage
agilon health
Earnings Call · Updated Nov 4, 2026
Alignment Healthcare
Earnings Call · Updated Oct 29, 2026
The Cigna Group
Earnings Call · Updated Nov 5, 2026
Clover Health
10-Q · Updated Nov 6, 2026
Centene Corporation
Earnings Call · Updated Oct 27, 2026
CVS Health
Earnings Call · Updated Nov 4, 2026
eHealth, Inc.
10-Q · Updated Nov 5, 2026
Elevance Health
10-Q · Updated Oct 21, 2026
Humana
10-Q · Updated Nov 6, 2026
Molina Healthcare
8-K · Updated Nov 6, 2026
Oscar Health
Earnings Call · Updated Nov 5, 2026
UnitedHealth Group
10-Q · Updated Nov 3, 2026
Manufactured Housing REITs
Manufactured home communities & RV resorts.
Media & Streaming
Streaming platforms, traditional broadcasters, and the ad infrastructure behind them.
Walt Disney
Earnings Call · Updated Aug 5, 2026
Fox Corporation
8-K · Updated Nov 6, 2026
Alphabet Inc.
10-Q · Updated Oct 29, 2026
iHeartMedia
Earnings Call · Updated Aug 10, 2026
Meta
8-K · Updated Oct 29, 2026
Netflix
10-Q · Updated Oct 21, 2026
Paramount Skydance Corporation
8-K · Updated Oct 16, 2026
Roku
8-K · Updated Nov 6, 2026
Snap
10-Q · Updated Nov 5, 2026
Spotify
6-K · Updated Oct 22, 2026
The Trade Desk
8-K · Updated Oct 20, 2026
Warner Bros. Discovery
8-K · Updated Oct 6, 2026
Medical Devices
Cardiac, orthopedic, surgical robotics, diagnostics, and diabetes management technology.
Abbott Laboratories
10-Q · Updated Nov 4, 2026
Align Technology
8-K · Updated Nov 6, 2026
Baxter International
10-Q · Updated Oct 29, 2026
Becton Dickinson
Earnings Call · Updated Nov 5, 2026
Boston Scientific
10-Q · Updated Nov 2, 2026
Cooper Companies
8-K · Updated Oct 27, 2026
Dexcom
Earnings Call · Updated Oct 29, 2026
Edwards Lifesciences
Earnings Call · Updated Nov 4, 2026
Globus Medical
Earnings Call · Updated Nov 5, 2026
iRhythm Holdings
Earnings Call · Updated Nov 5, 2026
Intuitive Surgical
8-K · Updated Nov 2, 2026
Medtronic
8-K · Updated Oct 19, 2026
NovoCure
Earnings Call · Updated Oct 29, 2026
Envista Holdings
Earnings Call · Updated Nov 4, 2026
Penumbra
10-Q · Updated Oct 29, 2026
Insulet
10-Q · Updated Nov 4, 2026
ResMed
10-Q · Updated Oct 30, 2026
Stryker
10-Q · Updated Oct 30, 2026
Zimmer Biomet
10-Q · Updated Nov 4, 2026
Mining & Critical Minerals
Diversified miners, precious metals, and the critical minerals powering the energy transition.
Alcoa
10-Q · Updated Oct 29, 2026
Albemarle
Earnings Call · Updated Nov 5, 2026
BHP Group
6-K · Updated Oct 22, 2026
Freeport-McMoRan
10-Q · Updated Nov 6, 2026
Lithium Americas
10-Q · Updated Aug 13, 2026
MP Materials
10-Q · Updated Nov 6, 2026
NioCorp Developments
10-Q · Updated Nov 5, 2026
Newmont Corporation
Earnings Call · Updated Oct 22, 2026
Rio Tinto
6-K · Updated Nov 2, 2026
Sociedad Quimica
6-K · Updated Aug 26, 2026
Sibanye-Stillwater
6-K · Updated Nov 5, 2026
USA Rare Earth
8-K · Updated Oct 1, 2026
Energy Fuels Inc.
Earnings Call · Updated Nov 5, 2026
Vale
6-K · Updated Oct 30, 2026
Wheaton Precious Metals
6-K · Updated Nov 6, 2026
Multifamily REITs
Apartment landlords across coastal, Sunbelt, and secondary markets
Camden Property Trust
Earnings Call · Updated Nov 6, 2026
Centerspace
8-K · Updated Nov 2, 2026
Essex Property Trust
10-Q · Updated Oct 28, 2026
Independence Realty Trust
10-Q · Updated Nov 3, 2026
Mid-America Apartment Communities
8-K · Updated Nov 2, 2026
NexPoint Residential Trust
10-Q · Updated Nov 4, 2026
UDR, Inc.
10-Q · Updated Nov 3, 2026
Vivmark Residential
Earnings Call · Updated Nov 5, 2026
Office REITs
Gateway city landlords and the Sunbelt office growth story diverging from them.
Alexandria Real Estate
Earnings Call · Updated Oct 27, 2026
BXP (Boston Properties)
10-Q · Updated Nov 6, 2026
Cousins Properties
Earnings Call · Updated Oct 30, 2026
Highwoods Properties
Earnings Call · Updated Oct 28, 2026
Kilroy Realty
Earnings Call · Updated Oct 23, 2026
SL Green Realty
10-Q · Updated Nov 5, 2026
Vornado Realty Trust
Earnings Call · Updated Nov 3, 2026
Oil & Gas
Upstream, midstream, downstream, and the services that support them.
APA Corporation
Earnings Call · Updated Nov 5, 2026
Baker Hughes
10-Q · Updated Oct 28, 2026
ConocoPhillips
Earnings Call · Updated Nov 5, 2026
Chevron Corporation
10-Q · Updated Nov 5, 2026
Devon Energy
Earnings Call · Updated Nov 6, 2026
EOG Resources
Earnings Call · Updated Nov 6, 2026
Enterprise Products Partners
10-Q · Updated Nov 4, 2026
EQT Corporation
10-Q · Updated Oct 28, 2026
Energy Transfer
8-K · Updated Nov 6, 2026
Diamondback Energy
10-Q · Updated Nov 4, 2026
Halliburton
10-Q · Updated Oct 23, 2026
Kinder Morgan
10-Q · Updated Oct 23, 2026
Cheniere Energy
Earnings Call · Updated Oct 29, 2026
Marathon Petroleum
Earnings Call · Updated Nov 3, 2026
MPLX LP
10-Q · Updated Nov 3, 2026
ONEOK
10-Q · Updated Oct 28, 2026
Occidental Petroleum
8-K · Updated Oct 13, 2026
PBF Energy
8-K · Updated Oct 30, 2026
Phillips 66
Earnings Call · Updated Oct 28, 2026
Range Resources Corporation
8-K · Updated Oct 28, 2026
SLB
10-Q · Updated Oct 28, 2026
Targa Resources
10-Q · Updated Nov 5, 2026
Valero Energy
8-K · Updated Oct 30, 2026
Williams Companies
Earnings Call · Updated Nov 3, 2026
ExxonMobil
Earnings Call · Updated Oct 30, 2026
Packaging & Containers
Corrugated, rigid, metal, and flexible packaging producers.
Amcor
10-Q · Updated Nov 5, 2026
AptarGroup
Earnings Call · Updated Oct 30, 2026
Ball Corporation
Earnings Call · Updated Nov 3, 2026
Crown Holdings
10-Q · Updated Oct 28, 2026
Graphic Packaging Holding
10-Q · Updated Nov 3, 2026
International Paper
10-Q · Updated Nov 4, 2026
Packaging Corporation of America
10-Q · Updated Nov 5, 2026
Silgan Holdings
8-K · Updated Nov 6, 2026
Sonoco Products
10-Q · Updated Oct 28, 2026
Smurfit Westrock
10-Q · Updated Nov 4, 2026
Professional Services & Consulting
Management, technology, forensic, and engineering consulting, and the research firms that advise corporate buyers.
Accenture
10-K · Updated Oct 16, 2026
Booz Allen Hamilton
Earnings Call · Updated Oct 23, 2026
CRA International
Earnings Call · Updated Nov 5, 2026
Exponent
10-Q · Updated Nov 6, 2026
FTI Consulting
8-K · Updated Oct 30, 2026
Forrester
10-Q · Updated Nov 6, 2026
The Hackett Group
10-Q · Updated Nov 4, 2026
Huron Consulting
Earnings Call · Updated Nov 3, 2026
ICF International
Earnings Call · Updated Nov 5, 2026
Gartner
Earnings Call · Updated Nov 3, 2026
Resources Connection, Inc.
8-K · Updated Oct 27, 2026
Residential Construction & PropTech
New construction, homebuilders, and the platforms buyers and agents use to transact.
AGNT, Inc
Earnings Call · Updated Nov 5, 2026
Builders FirstSource
10-Q · Updated Oct 29, 2026
D.R. Horton
Earnings Call · Updated Oct 29, 2026
Home Depot
10-Q · Updated Aug 25, 2026
Lennar
8-K · Updated Oct 29, 2026
Lowe's
8-K · Updated Sep 2, 2026
Masco Corporation
Earnings Call · Updated Oct 28, 2026
NVR Inc.
10-Q · Updated Nov 4, 2026
Offerpad
Earnings Call · Updated Nov 2, 2026
Opendoor Technologies
Earnings Call · Updated Nov 5, 2026
PulteGroup
10-Q · Updated Oct 22, 2026
Taylor Morrison
8-K · Updated Jul 24, 2026
Toll Brothers
10-Q · Updated Aug 28, 2026
Zillow Group
Earnings Call · Updated Nov 4, 2026
Restaurants
Quick service, fast-casual, and casual dining chains.
Arcos Dorados
6-K · Updated Oct 1, 2026
BJ’s Restaurants
10-Q · Updated Nov 6, 2026
Bloomin’ Brands
Earnings Call · Updated Nov 6, 2026
Black Rock Coffee Bar, Inc.
10-Q · Updated Aug 12, 2026
Dutch Bros
8-K · Updated Nov 6, 2026
Cheesecake Factory
10-Q · Updated Nov 2, 2026
Cava Group
10-Q · Updated Nov 5, 2026
Cracker Barrel
10-K · Updated Sep 25, 2026
Chipotle
10-Q · Updated Oct 29, 2026
DoorDash
10-Q · Updated Oct 30, 2026
Dine Brands
Earnings Call · Updated Nov 4, 2026
Krispy Kreme
10-Q · Updated Nov 5, 2026
Domino's Pizza
Earnings Call · Updated Oct 13, 2026
Darden Restaurants
8-K · Updated Oct 23, 2026
Brinker International
Earnings Call · Updated Oct 28, 2026
Jack in the Box
8-K · Updated Sep 21, 2026
Jersey Mike's Subs Inc
10-Q · Updated Oct 28, 2026
McDonald's
10-Q · Updated Nov 6, 2026
Dave & Buster’s
8-K · Updated Sep 21, 2026
Papa John's
Earnings Call · Updated Nov 5, 2026
Restaurant Brands Intl
10-Q · Updated Oct 29, 2026
Starbucks
Earnings Call · Updated Oct 29, 2026
Sweetgreen
10-Q · Updated Nov 6, 2026
Shake Shack
Earnings Call · Updated Nov 5, 2026
Sysco
10-Q · Updated Nov 4, 2026
Texas Roadhouse
10-Q · Updated Nov 6, 2026
US Foods
10-Q · Updated Nov 5, 2026
Wendy's
10-Q · Updated Nov 5, 2026
Wingstop
10-Q · Updated Oct 28, 2026
Yum! Brands
10-Q · Updated Nov 6, 2026
Retail REITs
Malls, grocery-anchored centers, and net lease landlords.
Brixmor Property Group
Earnings Call · Updated Oct 27, 2026
Federal Realty
Earnings Call · Updated Oct 30, 2026
Kimco Realty
Earnings Call · Updated Oct 29, 2026
NNN REIT
Earnings Call · Updated Nov 4, 2026
Realty Income
8-K · Updated Nov 6, 2026
Regency Centers Corporation
Earnings Call · Updated Nov 6, 2026
Simon Property Group
10-Q · Updated Nov 6, 2026
Self-Storage REITs
Storage unit landlords tracking household mobility and downsizing.
Semiconductors
Chip designers, foundries, and the equipment that makes them possible.
Applied Materials
8-K · Updated Oct 26, 2026
Advanced Micro Devices
10-Q · Updated Nov 4, 2026
ASML
6-K · Updated Oct 14, 2026
Broadcom
8-K · Updated Oct 27, 2026
Cadence Design Systems
10-Q · Updated Oct 28, 2026
Intel
10-Q · Updated Oct 30, 2026
KLA Corporation
10-Q · Updated Oct 29, 2026
Lam Research
10-Q · Updated Oct 22, 2026
Monolithic Power Systems
10-Q · Updated Nov 3, 2026
Marvell Technology
8-K · Updated Nov 2, 2026
Micron Technology
8-K · Updated Nov 5, 2026
NVIDIA
8-K · Updated Sep 3, 2026
NXP Semiconductors
Earnings Call · Updated Oct 27, 2026
ON Semiconductor
Earnings Call · Updated Nov 2, 2026
Onto Innovation
8-K · Updated Aug 10, 2026
Qualcomm
Earnings Call · Updated Nov 4, 2026
Qorvo
Earnings Call · Updated Nov 3, 2026
Rambus
Earnings Call · Updated Oct 26, 2026
Skyworks Solutions
Earnings Call · Updated Nov 3, 2026
Taiwan Semiconductor Manufacturing
6-K · Updated Oct 22, 2026
Texas Instruments
10-Q · Updated Oct 23, 2026
Wolfspeed
10-Q · Updated Nov 5, 2026
Staffing & Workforce Solutions
Contract, permanent, and healthcare staffing, executive search, and the workforce programs that clients use to flex headcount.
AMN Healthcare Services, Inc.
10-Q · Updated Nov 6, 2026
Barrett Business Services, Inc.
10-Q · Updated Nov 5, 2026
BGSF, Inc.
Earnings Call · Updated Nov 5, 2026
Everforth, Inc
10-Q · Updated Oct 30, 2026
HireQuest, Inc.
8-K · Updated Aug 13, 2026
Kelly Services, Inc.
10-Q · Updated Nov 5, 2026
Kforce Inc.
10-Q · Updated Oct 28, 2026
Korn Ferry
8-K · Updated Sep 29, 2026
ManpowerGroup Inc.
10-Q · Updated Oct 30, 2026
Insperity
Earnings Call · Updated Oct 29, 2026
Resources Connection, Inc.
8-K · Updated Oct 27, 2026
Robert Half Inc.
10-Q · Updated Oct 30, 2026
TrueBlue, Inc.
Earnings Call · Updated Nov 4, 2026
TriNet
10-Q · Updated Oct 29, 2026
Upwork Inc.
Earnings Call · Updated Nov 2, 2026
ZipRecruiter
8-K · Updated Nov 2, 2026
Telecom & Connectivity
Wireless carriers, cable broadband, and satellite connectivity.
AST SpaceMobile
8-K · Updated Nov 6, 2026
Cable One
Earnings Call · Updated Nov 5, 2026
Charter Communications
Earnings Call · Updated Nov 6, 2026
Comcast
10-Q · Updated Oct 22, 2026
Ericsson
6-K · Updated Nov 2, 2026
Iridium Communications
10-Q · Updated Oct 20, 2026
Lumen Technologies
Earnings Call · Updated Nov 4, 2026
Nokia
6-K · Updated Oct 22, 2026
Optimum Communications
— · Updated Nov 6, 2026
Shenandoah Telecom
Earnings Call · Updated Oct 28, 2026
AT&T
10-Q · Updated Oct 21, 2026
T-Mobile
Earnings Call · Updated Oct 28, 2026
Viasat
10-Q · Updated Nov 6, 2026
Verizon
10-Q · Updated Oct 29, 2026
Travel & Hospitality
Airlines, hotels, cruise lines, and the booking platforms that connect them.
American Airlines
Earnings Call · Updated Oct 22, 2026
Airbnb
Earnings Call · Updated Nov 5, 2026
Booking Holdings
Earnings Call · Updated Nov 3, 2026
Carnival Corporation
8-K · Updated Nov 4, 2026
Choice Hotels
Earnings Call · Updated Nov 2, 2026
Delta Air Lines
8-K · Updated Nov 6, 2026
Expedia Group
10-Q · Updated Nov 5, 2026
Hyatt Hotels
8-K · Updated Nov 6, 2026
Hilton
Earnings Call · Updated Oct 27, 2026
Southwest Airlines
8-K · Updated Nov 2, 2026
Marriott International
Earnings Call · Updated Nov 2, 2026
Norwegian Cruise Line
8-K · Updated Oct 30, 2026
Royal Caribbean
10-Q · Updated Oct 27, 2026
United Airlines
10-Q · Updated Oct 21, 2026
Wyndham Hotels
10-Q · Updated Oct 22, 2026
Valves & Flow Control
Valves, actuation, pumps, and water infrastructure.
Core & Main
Earnings Call · Updated Sep 9, 2026
Crane Company
10-Q · Updated Oct 29, 2026
Emerson Electric Co.
Earnings Call · Updated Nov 4, 2026
Franklin Electric
8-K · Updated Oct 28, 2026
Flowserve
Earnings Call · Updated Oct 29, 2026
Gorman-Rupp
8-K · Updated Oct 30, 2026
IDEX Corporation
10-Q · Updated Oct 28, 2026
ITT Inc.
Earnings Call · Updated Nov 5, 2026
Mueller Water Products
Earnings Call · Updated Nov 5, 2026
Watts Water
Earnings Call · Updated Nov 5, 2026
Xylem
10-Q · Updated Oct 27, 2026
Zurn Elkay
Earnings Call · Updated Oct 28, 2026
Video Games
Console, mobile, and platform publishers.
Electronic Arts
8-K · Updated Aug 4, 2026
Huya
6-K · Updated Nov 5, 2026
Microsoft Corporation
Earnings Call · Updated Oct 28, 2026
NetEase
6-K · Updated Nov 5, 2026
Playtika
Earnings Call · Updated Nov 5, 2026
Roblox
Earnings Call · Updated Oct 29, 2026
Sea Limited
6-K · Updated Oct 20, 2026
Sony Group (ADR)
6-K · Updated Nov 5, 2026
Take-Two Interactive
8-K · Updated Sep 30, 2026
Unity Software Inc.
Earnings Call · Updated Nov 5, 2026
Warehousing & Industrial REITs
Industrial and logistics real estate landlords.
Americold Realty
10-Q · Updated Nov 5, 2026
EastGroup Properties
Earnings Call · Updated Oct 22, 2026
First Industrial
Earnings Call · Updated Oct 22, 2026
Lineage
8-K · Updated Sep 24, 2026
Prologis
10-Q · Updated Oct 28, 2026
Rexford Industrial
10-Q · Updated Oct 27, 2026
STAG Industrial
8-K · Updated Oct 29, 2026
Terreno Realty
10-Q · Updated Nov 4, 2026
Waste & Environmental Services
Collection, disposal, recycling, and environmental services.
Clean Harbors
Earnings Call · Updated Oct 28, 2026
Casella Waste Systems
8-K · Updated Oct 1, 2026
Darling Ingredients
Earnings Call · Updated Oct 29, 2026
Montauk Renewables
Earnings Call · Updated Aug 6, 2026
Onterris
Earnings Call · Updated Nov 5, 2026
OPAL Fuels
8-K · Updated Oct 21, 2026
Perma-Fix Environmental Services
Earnings Call · Updated Nov 5, 2026
Quest Resource
10-Q · Updated Nov 6, 2026
Republic Services
10-Q · Updated Oct 30, 2026
Waste Connections
10-Q · Updated Oct 22, 2026
Waste Management
Earnings Call · Updated Oct 28, 2026
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