The world’s largest cruise operator, managing a portfolio of premier global brands. The company operates over 90 ships, serving millions of guests annually across all seven continents.

Dollar General is a leading American discount retailer operating over 20,000 stores in the U.S. and Mexico. It focuses on providing low-priced everyday basics to value-conscious shoppers, primarily in rural and suburban communities.

Elevance Health, Inc. is one of the largest health insurers in the U.S., operating as the largest licensee of the Blue Cross Blue Shield Association. The company operates in two main segments: Health Benefits (insurance plans) and Carelon (healthcare services and pharmacy benefit management).

Robinhood Markets, Inc. is a financial services platform offering commission-free trading of stocks, ETFs, options, and cryptocurrencies, alongside cash management and margin lending. It has recently expanded into "prediction markets" and international brokerage.

Mosaic is the leading US producer and marketer of concentrated phosphate and potash crop nutrients, serving as a critical link in the global agricultural supply chain to help farmers maximize crop yields.

"Metlen Energy & Metals PLC is a global industrial and energy conglomerate. It operates in integrated utility services, renewable energy development, thermal power generation, and is Europe

A leading global cruise company operating three distinct brands: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company offers itineraries to approximately 700 destinations worldwide.

Newmont is the world's leading gold company and a producer of copper, silver, zinc, and lead. Its portfolio is anchored by world-class assets in favorable mining jurisdictions.

A global leader in enterprise software, Oracle provides database management systems, cloud infrastructure (Oracle Cloud Infrastructure - OCI), and enterprise resource planning (ERP) software (NetSuite, Fusion).

Royal Caribbean Group is a global cruise vacation company operating a fleet of over 69 ships under brands including Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The company offers itineraries to more than 1,000 destinations worldwide.

The Trade Desk operates a self-service cloud-based platform that allows ad buyers to create, manage, and optimize data-driven digital advertising campaigns. As a Demand Side Platform (DSP), it helps advertisers buy inventory across various digital channels, positioning itself as an "open internet" alternative to walled gardens.

The world's largest digital payments processor, facilitating transactions between consumers, merchants, financial institutions, and government entities across more than 200 countries. It operates a "toll road" business model, earning fees on payment volume and transaction processing.

Vistra Corp. is a leading integrated retail electricity and power generation company. It operates the largest competitive power fleet in the U.S. and a massive retail business serving approximately 5 million customers.

Warner Bros. Discovery, Inc. is a global media and entertainment powerhouse that creates and distributes content across film, television, and streaming.

Following the spin-off of its Flash/NAND business, Western Digital is now a pure-play manufacturer of high-capacity Hard Disk Drives (HDDs) for cloud data centers, enterprises, and consumer electronics.