Investment Research

Portfolio Company Analyses

• ADP — Automatic Data ProcessingADP
• AmazonAMZN
• Builders FirstSourceBLDR
• CostcoCOST
• Lennox InternationalLII
• MicrosoftMSFT
• Nice LtdNICE
• NvidiaNVDA
• Taiwan SemiconductorTSM
• Toast IncTOST
• Vertiv HoldingsVRT
• VisaV
• Yum ChinaYUMC