Amphenol Corporation is a global leader in the design, manufacture, and marketing of electrical, electronic, and fiber optic connectors, interconnect systems, antennas, and sensors. They are a critical "picks and shovels" provider for the AI, military, and automotive sectors.

Brown & Brown, Inc. is a diversified insurance agency, wholesale brokerage, and service company that earns commissions and fees by selling insurance products to businesses and individuals. It is known for its aggressive M&A strategy.

Centene is a multinational healthcare enterprise primarily focused on government-sponsored healthcare programs. It is the largest Medicaid managed care organization in the U.S. and a major player in the Health Insurance Marketplace (ACA) and Medicare Advantage.

CVS Health Corporation is a vertically integrated healthcare giant operating through three key segments: Health Care Benefits (Aetna insurance), Health Services (Caremark PBM, Signify Health, Oak Street Health), and Pharmacy & Consumer Wellness (retail pharmacy chain).

Elevance Health is a leading health benefits company. It operates through two main segments: Health Benefits, offering health plans, and Carelon, providing healthcare services.

Fresnillo is the world's largest primary silver producer and Mexico's largest gold producer. It focuses on the exploration, development, and mining of precious metals in Mexico.

Corning Incorporated is a materials science innovator specializing in specialty glass, ceramics, and optical physics. Its key segments include Optical Communications, Display Technologies, and Specialty Materials.

General Motors Company is a global automotive leader designing, manufacturing, and selling trucks, crossovers, cars, and automobile parts. It operates through GM North America, GM International, Cruise (autonomous driving), and GM Financial.

HCA is the largest non-governmental operator of acute care hospitals in the U.S., managing 180+ hospitals and 2,300+ sites of care including surgery centers, freestanding ERs, and urgent care clinics.

Humana Inc. is a leading health and well-being company focused primarily on the delivery of care and the administration of Medicare Advantage (MA) plans. It derives the vast majority of its revenue and earnings from government-sponsored programs for seniors.

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 manufacturing memory and logic chips.

Molina provides managed healthcare services under the Medicaid and Medicare programs and through state insurance marketplaces. The company specializes in serving low-income families and individuals with complex medical needs.

Roper is a diversified technology conglomerate that designs and develops software and engineered products for niche markets. It operates an "asset-light" business model focused on recurring revenue.

Sysco Corporation is the world's largest broadline food distributor, serving as the primary supply chain partner for various establishments. They provide everything from fresh food to kitchen equipment.

UnitedHealth Group Incorporated is a diversified health care company. It operates through UnitedHealthcare, which provides health benefits and insurance, and Optum, which offers health services, pharmacy benefit management, and data analytics.