Advanced Micro Devices, Inc. is a global semiconductor company that designs high-performance computing, graphics, and visualization technologies. It operates in two main segments: Computing and Graphics and Enterprise, Embedded and Semi-Custom.

Beazley is a leading global specialist risk insurance and reinsurance company. It manages several Lloyd's syndicates and is a market leader in cyber insurance, marine, property, and specialty lines.

Citizens Financial Group, Inc. is a major U.S. regional bank offering retail and commercial banking. It operates two primary segments: Consumer Banking and Commercial Banking.

Dow Inc. is a global materials science leader comprising three operating segments: Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings. It produces essential chemical building blocks used in everything from food packaging to infrastructure and consumer electronics.

EQT is the largest natural gas producer in the United States, operating as a vertically integrated company focused on the Appalachian Basin. Its low-cost structure and massive reserve base make it a primary proxy for U.S. natural gas prices.

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. They are the dominant player in the home standby generator market.

Interactive Brokers Group, Inc. operates an automated global electronic broker-dealer and market maker. It specializes in executing and clearing trades in various financial instruments across over 150 markets worldwide, known for its sophisticated trading technology and low-cost structure.

Intel Corporation designs and manufactures microprocessors (CPUs) for PCs and data centers, and provides semiconductor foundry services.

LyondellBasell Industries N.V. is one of the world's largest plastics, chemical, and refining companies. It is a leading producer of polyethylene and polypropylene and holds a dominant position in licensing polyolefin technologies.

A commercial-stage biotechnology company pioneering messenger RNA (mRNA) therapeutics and vaccines. Its pipeline focuses on infectious diseases, immuno-oncology, rare diseases, and autoimmune disorders.

Micron Technology, Inc. is a global leader in memory and storage solutions, primarily manufacturing DRAM and NAND flash. They are a critical supplier, with a key focus on High Bandwidth Memory (HBM) specifically designed for AI accelerators.

Qnity is a pure-play global supplier of critical materials and solutions for the semiconductor and electronics industries. Its portfolio includes CMP pads and slurries, photoresists, and interconnect solutions essential for advanced chip manufacturing and packaging.

A leading provider of sophisticated instrumentation, digital imaging products, aerospace and defense electronics, and engineered systems. They operate in highly specialized markets requiring advanced sensors and monitoring technology.

Following the February 2025 spin-off of its Flash/SSD business (SanDisk), Western Digital is now a focused manufacturer of high-capacity Hard Disk Drives (HDDs) essential for cloud data centers, hyperscale computing, and enterprise storage.