Akamai is a global leader in content delivery network (CDN), cybersecurity, and cloud computing services. It secures and delivers digital experiences for the world’s largest companies, helping them keep apps fast, reliable, and secure.

Ares Management Corporation is a leading global alternative investment manager operating across Credit, Private Equity, Real Estate, and Infrastructure. It is particularly renowned for its dominance in Private Credit and direct lending to middle-market companies.

Ciena Corporation is a global leader in optical networking equipment, software, and services. It provides high-bandwidth optical transport that connects data centers, enabling massive data flows for AI models and cloud computing.

Coinbase Global, Inc. has evolved from a leading US cryptocurrency exchange into a comprehensive financial infrastructure provider, offering trading, custody, payments, and blockchain infrastructure for diverse clients.

A global cybersecurity leader providing the Falcon platform, a cloud-native solution for endpoint protection, cloud security, identity protection, and threat intelligence. They are known for their lightweight agent architecture and "single pane of glass" visibility.

A leading provider of mechanical, electrical, and plumbing (MEP) services, specializing in the installation, maintenance, and repair of HVAC, building automation, and electrical systems for commercial, industrial, and institutional buildings.

Corning Incorporated is a materials science innovator specializing in specialty glass, ceramics, and optical physics. Its primary revenue engine has shifted toward Optical Communications, providing fiber optic cable and connectivity for data centers and carriers.

Genuine Parts Company is a global distributor of automotive replacement parts, primarily under the NAPA Auto Parts brand, and industrial parts, under the Motion brand.

Global Payments provides payment technology and software solutions, enabling merchants to accept payments across various channels (in-store, online, mobile). Following recent strategic shifts, it now operates primarily as a "pure-play" merchant acquirer.

Garmin Ltd. is a global leader in GPS navigation and wearable technology. It operates across five diverse segments: Fitness, Outdoor, Aviation, Marine, and Auto OEM.

Provides managed healthcare services under the Medicaid and Medicare programs and through state insurance marketplaces. Specializes in serving low-income families and individuals with complex medical needs.

Moderna, Inc. is a biotechnology company pioneering messenger RNA (mRNA) therapeutics and vaccines. Its commercial portfolio includes Spikevax (COVID-19) and mRESVIA (RSV), with a pipeline focused on influenza, cytomegalovirus (CMV), and individualized neoantigen therapy (INT) for cancer.

Omnicom Group Inc. is a global leader in marketing, corporate communications, and advertising, providing a comprehensive range of services including media planning, branding, public relations, and healthcare marketing.

Oracle Corporation is a global leader in enterprise software, cloud infrastructure (Oracle Cloud Infrastructure - OCI), and database management systems. The company has aggressively pivoted to becoming a foundry for AI training, hosting massive workloads for clients like OpenAI, Microsoft, and xAI.

TPL is one of the largest landowners in Texas (approx. 880,000 acres). It operates as a passive royalty company, collecting revenue from oil/gas production, water sales, and surface use without bearing capital drilling costs.