Applied Materials, Inc. is the world's largest supplier of equipment, services, and software for the manufacture of semiconductor chips for electronics, flat panel displays, and solar products. They provide the machinery required to build advanced logic and memory chips for the global chip industry.

Builders FirstSource is the largest U.S. supplier of structural building products, value-added components, and services to the professional market for new residential construction and repair/remodeling. Their offerings include prefabricated roof and floor trusses, wall panels, vinyl windows, custom millwork, and lumber.

The United States' largest producer of carbon-free energy and the leading competitive retail supplier of power and energy products. They own and operate the nation's largest fleet of nuclear power plants.

D.R. Horton, Inc. is the largest homebuilding company in the United States by volume, focusing primarily on the entry-level and first-time homebuyer segments. They offer homes at multiple price points through various brands.

Glencore is one of the world’s largest globally diversified natural resource companies, operating through Industrial (mining copper, cobalt, zinc, nickel, and coal) and Marketing (trading physical commodities globally) segments.

A leading integrated device manufacturer (IDM) designing and fabricating microprocessors for the PC, data center, and AI markets. It is the only major U.S. chipmaker with leading-edge fabrication capabilities on domestic soil.

KLA is the global leader in process control and yield management systems for the semiconductor industry. They provide specialized inspection tools and metrology systems to detect defects and measure critical parameters during chip manufacturing.

Lennar is one of the largest homebuilders in the United States, specializing in the construction and sale of single-family attached and detached homes. It also operates segments in financial services and multifamily rental properties.

Lam Research Corporation is a leading global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. They specialize in Etch and Deposition processes, critical steps in creating complex chips for memory and logic/foundry.

PulteGroup, Inc. is one of America’s largest homebuilders, operating under brands including Pulte Homes, Centex, Del Webb, and DiVosta. The company also operates a financial services unit for mortgage financing.

SanDisk Corporation is a pure-play provider of flash memory storage solutions. It designs and manufactures non-volatile memory products, including enterprise Solid State Drives (SSDs) for data centers, embedded flash for mobile devices, and removable memory cards.

Seagate is a global leader in mass-capacity data storage solutions, specializing in Hard Disk Drives (HDDs) for hyperscale cloud providers to store vast data lakes.

Vistra is a leading Fortune 500 integrated retail electricity and power generation company. It operates one of the largest competitive power fleets in the U.S. and owns substantial retail brands.

Western Digital Corporation is a pure-play Hard Disk Drive (HDD) manufacturer. It specializes in mass-capacity HDDs used by hyperscale cloud providers for data centers and AI training archives.

Weyerhaeuser Company is one of the world's largest private owners of timberlands, operating as a Real Estate Investment Trust (REIT) with segments including Timberlands, Real Estate, and Wood Products.