Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions used to produce virtually every new chip and advanced display in the world.

A leading global alternative investment manager operating across Credit, Private Equity, Real Estate, and Infrastructure. Ares is a dominant player in the "private credit" space, providing direct lending solutions to middle-market companies.

BlackRock, Inc. is the world's largest asset manager, providing investment management, risk management, and advisory services. It is also the dominant player in ETFs via its iShares brand.

Corning is a leading innovator in materials science, specializing in specialty glass, ceramics, and optical physics. Its primary business segments include Optical Communications, Display Technologies, Specialty Materials, and Life Sciences.

Generac Holdings Inc. is a leading global designer and manufacturer of energy technology solutions, specializing in backup power generation products for residential, commercial, and industrial markets. The company recently pivoted to focus on powering AI through large-scale generators for hyperscale data centers.

J.B. Hunt Transport Services, Inc. is one of the largest surface transportation, delivery, and logistics companies in North America. It operates five distinct business segments including Intermodal, Dedicated Contract Services, and Truckload.

KLA is the dominant global supplier of process control and yield management systems for the semiconductor industry. Their equipment is used to inspect wafers and masks for defects during the manufacturing process—a critical step for producing advanced AI and logic chips.

Lam Research Corporation is a leading global supplier of wafer fabrication equipment to the semiconductor industry. Lam specializes in etch and deposition processes, which are critical for creating advanced memory and logic chips.

A global leader in innovative memory and storage solutions, primarily DRAM (Dynamic Random Access Memory) and NAND flash memory. Micron is currently a critical enabler of the AI supercycle through its High Bandwidth Memory (HBM) products used in data center GPUs.

Old Dominion Freight Line, Inc. is a leading less-than-truckload (LTL) motor carrier providing regional, inter-regional, and national LTL services.

ON Semiconductor Corporation is a leader in intelligent power and sensing technologies, specializing in Silicon Carbide (SiC) power modules for electric vehicles (EVs), industrial automation, and increasingly, power management for AI data centers.

Rightmove is the UK’s largest online property portal, operating a two-sided marketplace that connects estate agents, leasing agents, and new home developers with homebuyers and renters. It generates revenue primarily through subscription fees paid by agents to list properties.

SanDisk is a global leader in NAND flash memory and storage solutions. It provides enterprise SSDs for data centers (AI/Cloud), mobile embedded storage, and consumer removable memory.

A leading supplier of automated test equipment (ATE) for semiconductors, industrial automation, and wireless testing. They are a critical "pick-and-shovel" provider for the AI boom, testing the complex chips used in data centers.

The Trade Desk, Inc. operates a cloud-based demand-side platform (DSP) that enables ad buyers to value and purchase digital advertising inventory across various formats on the open internet.