Research Coverage

Research Coverage

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Basic Materials

Basic Materials

Building Materials
Construction
Paper & Forest Products
Timber REITs

Consumer

Consumer

Active Lifestyle
Brand Apparel
Consumer Technology
Health & Beauty / Leisure

Financial Services

Financial Services

Financial Institutions - Mid-Atlantic
Financial Institutions - Midwest
Financial Institutions - Northwest
Financial Institutions - Southwest
Real Estate - Apartments
  • Bluerock Residential Growth REIT, Inc.* (BRG) Jim Lykins
  • Camden Property Trust* (CPT) Jim Lykins
  • Essex Property Trust, Inc.* (ESS) Jim Lykins
  • Investors Real Estate Trust* (IRET) Jim Lykins
  • Mid-America Apartment Communities, Inc.* (MAA) Jim Lykins
  • NexPoint Residential Trust, Inc.* (NXRT) Jim Lykins
  • Preferred Apartment Communities, Inc.* (APTS) Jim Lykins
Real Estate - Industrial
Real Estate - Lodging
Real Estate - Manufactured Housing
Real Estate - Medical
Real Estate - Office
Real Estate - Retail
Real Estate - Self Storage
Real Estate - Triple Net

Infrastructure

Infrastructure

Engineering & Construction

Technology

Technology

Communications Technologies
Industrial Technology
Internet Services
IT Infrastructure
Semiconductor Capital Equipment
Software


*D.A. Davidson & Co. makes a market in this security.

Linda Bolton Weiser
Senior Vice President, Senior Research Analyst
1-800-FLOWERS.COM, Inc.* (FLWS)
Health & Beauty / Leisure
Avon Products, Inc.* (AVP)
Health & Beauty / Leisure
Coty, Inc.* (COTY)
Health & Beauty / Leisure
CSS Industries, Inc.* (CSS)
Health & Beauty / Leisure
e.l.f. Beauty, Inc.* (ELF)
Health & Beauty / Leisure
FTD Companies, Inc.* (FTD)
Health & Beauty / Leisure
Hasbro, Inc.* (HAS)
Health & Beauty / Leisure
Helen of Troy Limited* (HELE)
Health & Beauty / Leisure
Inter Parfums, Inc.* (IPAR)
Health & Beauty / Leisure
JAKKS Pacific, Inc.* (JAKK)
Health & Beauty / Leisure
Mattel, Inc.* (MAT)
Health & Beauty / Leisure
Medifast, Inc.* (MED)
Health & Beauty / Leisure
Nu Skin Enterprises* (NUS)
Health & Beauty / Leisure
Nutrisystem, Inc.* (NTRI)
Health & Beauty / Leisure
Prestige Consumer Healthcare Inc.* (PBH)
Health & Beauty / Leisure
Sally Beauty Holdings, Inc.* (SBH)
Health & Beauty / Leisure
The Estée Lauder Companies, Inc.* (EL)
Health & Beauty / Leisure
WW International, Inc.* (WTW)
Health & Beauty / Leisure
Steven Chercover, CFA
Managing Director, Senior Research Analyst
Boise Cascade Company* (BCC)
Building Materials
Clearwater Paper Corp.* (CLW)
Paper & Forest Products
Domtar Corp.* (UFS)
Paper & Forest Products
Graphic Packaging Holding Company* (GPK)
Paper & Forest Products
Greif, Inc.* (GEF)
Paper & Forest Products
International Paper* (IP)
Paper & Forest Products
KapStone Paper & Packaging Corp.* (KS)
Paper & Forest Products
Louisiana-Pacific Corporation* (LPX)
Building Materials
Neenah, Inc.* (NP)
Paper & Forest Products
P.H. Glatfelter Company* (GLT)
Paper & Forest Products
Packaging Corp. of America* (PKG)
Paper & Forest Products
PotlatchDeltic Corporation* (PCH)
Timber REITs
Rayonier Advanced Materials Inc.* (RYAM)
Paper & Forest Products
Rayonier, Inc.* (RYN)
Timber REITs
Schweitzer-Mauduit International, Inc.* (SWM)
Paper & Forest Products
Simpson Manufacturing Co. Inc.* (SSD)
Building Materials
Sonoco Products Co.* (SON)
Paper & Forest Products
Universal Forest Products Inc.* (UFPI)
Building Materials
WestRock Company* (WRK)
Paper & Forest Products
Weyerhaeuser Company* (WY)
Timber REITs
Tom Diffely, CFA
Managing Director, Senior Research Analyst
Advanced Energy Industries, Inc.* (AEIS)
Semiconductor Capital Equipment
Applied Materials, Inc.* (AMAT)
Semiconductor Capital Equipment
Broadcom Inc.* (AVGO)
Communications Technologies
Cadence Design Systems, Inc.* (CDNS)
Software
Cohu, Inc.* (COHU)
Semiconductor Capital Equipment
Electro Scientific Industries, Inc.* (ESIO)
Semiconductor Capital Equipment
FormFactor Inc.* (FORM)
Semiconductor Capital Equipment
II-VI Incorporated* (IIVI)
Industrial Technology
IPG Photonics Corporation* (IPGP)
Industrial Technology
Kulicke and Soffa Industries Inc.* (KLIC)
Semiconductor Capital Equipment
Lam Research Corporation* (LRCX)
Semiconductor Capital Equipment
MKS Instruments Inc.* (MKSI)
Semiconductor Capital Equipment
Nanometrics Incorporated* (NANO)
Semiconductor Capital Equipment
nLIGHT, Inc.* (LASR)
Industrial Technology
PDF Solutions, Inc.* (PDFS)
Software
Photronics Inc.* (PLAB)
Semiconductor Capital Equipment
Qorvo, Inc.* (QRVO)
Communications Technologies
RadiSys Corporation* (RSYS)
Communications Technologies
Rudolph Technologies, Inc.* (RTEC)
Semiconductor Capital Equipment
Skyworks Solutions, Inc.* (SWKS)
Communications Technologies
Synopsys, Inc.* (SNPS)
Software
Teradyne, Inc.* (TER)
Semiconductor Capital Equipment
Veritone, Inc.* (VERI)
Software
Thomas Forte, CFA
Managing Director, Senior Research Analyst
Amazon.com, Inc.* (AMZN)
Consumer Technology
Apple Inc.* (AAPL)
Consumer Technology
ChannelAdvisor Corp.* (ECOM)
Consumer Technology
Control4 Corporation* (CTRL)
Consumer Technology
eBay Inc.* (EBAY)
Consumer Technology
Etsy, Inc.* (ETSY)
Consumer Technology
EVINE Live Inc.* (EVLV)
Consumer Technology
Fitbit, Inc.* (FIT)
Consumer Technology
Groupon, Inc.* (GRPN)
Consumer Technology
GrubHub Inc.* (GRUB)
Consumer Technology
Logitech International S.A.* (LOGI)
Consumer Technology
Overstock.com, Inc.* (OSTK)
Consumer Technology
Park City Group, Inc.* (PCYG)
Consumer Technology
Quotient Technology Inc.* (QUOT)
Consumer Technology
Qurate Retail Group, Inc.* (QRTEA)
Consumer Technology
Roku, Inc.* (ROKU)
Consumer Technology
Shopify Inc.* (SHOP)
Consumer Technology
Turtle Beach Corporation* (HEAR)
Consumer Technology
Wayfair Inc.* (W)
Consumer Technology
Yelp Inc.* (YELP)
Consumer Technology
ZAGG Inc* (ZAGG)
Consumer Technology
Russell Gunther
Vice President, Senior Research Analyst
1st Constitution Bancorp* (FCCY)
Financial Institutions - Mid-Atlantic
BCB Bancorp, Inc.* (BCBP)
Financial Institutions - Mid-Atlantic
CB Financial Services, Inc.* (CBFV)
Financial Institutions - Mid-Atlantic
City Holding Company* (CHCO)
Financial Institutions - Mid-Atlantic
Community Bank System, Inc.* (CBU)
Financial Institutions - Mid-Atlantic
Customers Bancorp, Inc.* (CUBI)
Financial Institutions - Mid-Atlantic
F.N.B. Corporation* (FNB)
Financial Institutions - Mid-Atlantic
First Commonwealth Financial Corp.* (FCF)
Financial Institutions - Mid-Atlantic
Fulton Financial Corporation* (FULT)
Financial Institutions - Mid-Atlantic
Meridian Bank* (MRBK)
Financial Institutions - Mid-Atlantic
Northfield Bancorp, Inc.* (NFBK)
Financial Institutions - Mid-Atlantic
Northwest Bancshares, Inc.* (NWBI)
Financial Institutions - Mid-Atlantic
OceanFirst Financial Corp.* (OCFC)
Financial Institutions - Mid-Atlantic
Provident Financial Services, Inc.* (PFS)
Financial Institutions - Mid-Atlantic
S&T Bancorp, Inc.* (STBA)
Financial Institutions - Mid-Atlantic
Summit Financial Group, Inc.* (SMMF)
Financial Institutions - Mid-Atlantic
Tristate Capital Holdings, Inc.* (TSC)
Financial Institutions - Mid-Atlantic
United Bankshares, Inc.* (UBSI)
Financial Institutions - Mid-Atlantic
WesBanco, Inc.* (WSBC)
Financial Institutions - Mid-Atlantic
WSFS Financial Corporation* (WSFS)
Financial Institutions - Mid-Atlantic
Peter Heckmann, CFA
Senior Vice President, Senior Research Analyst
ACI Worldwide, Inc.* (ACIW)
Financial Technology
Bottomline Technologies, Inc.* (EPAY)
Financial Technology
Broadridge Financial Solutions, Inc.* (BR)
Financial Technology
Donnelley Financial Solutions, Inc.* (DFIN)
Financial Technology
Envestnet, Inc.* (ENV)
Financial Technology
Euronet Worldwide, Inc.* (EEFT)
Financial Technology
FactSet Research Systems, Inc.* (FDS)
Financial Technology
Jack Henry & Associates, Inc.* (JKHY)
Financial Technology
Newtek Business Services Corp.* (NEWT)
Financial Technology
NIC Inc.* (EGOV)
Financial Technology
Q2 Holdings, Inc.* (QTWO)
Financial Technology
SS&C Technologies Holdings, Inc.* (SSNC)
Financial Technology
Tyler Technologies, Inc.* (TYL)
Software
Rishi Jaluria
Senior Vice President, Senior Research Analyst
2U, Inc.* (TWOU)
Software
Alteryx, Inc.* (AYX)
Software
Atlassian Corporation Plc* (TEAM)
Software
Blackbaud, Inc.* (BLKB)
Software
Box, Inc.* (BOX)
Software
Cloudera, Inc.* (CLDR)
Software
Dropbox, Inc.* (DBX)
Software
Guidewire Software, Inc.* (GWRE)
Software
Hortonworks, Inc.* (HDP)
Software
Instructure, Inc.* (INST)
Software
j2 Global, Inc.* (JCOM)
Software
MINDBODY, Inc.* (MB)
Software
MongoDB, Inc.* (MDB)
Software
New Relic, Inc.* (NEWR)
Software
NICE Ltd.* (NICE)
Software
Pegasystems Inc.* (PEGA)
Software
PROS Holdings, Inc.* (PRO)
Software
Twilio Inc.* (TWLO)
Software
Varonis Systems, Inc.* (VRNS)
Software
Veeva Systems Inc.* (VEEV)
Software
Michael Kawamoto
Senior Research Associate
Acme United Corp.* (ACU)
Active Lifestyle
Clarus Corporation* (CLAR)
Active Lifestyle
Columbia Sportswear Company* (COLM)
Active Lifestyle
Duluth Holdings Inc.* (DLTH)
Active Lifestyle
Nautilus Inc.* (NLS)
Active Lifestyle
Oxford Industries Inc.* (OXM)
Active Lifestyle
Planet Fitness, Inc.* (PLNT)
Active Lifestyle
Sportsman's Warehouse Holdings, Inc.* (SPWH)
Active Lifestyle
Wolverine World Wide Inc.* (WWW)
Active Lifestyle
Xcel Brands, Inc.* (XELB)
Active Lifestyle
Mark Kelleher
Senior Vice President, Senior Research Analyst
A10 Networks, Inc.* (ATEN)
IT Infrastructure
Acacia Communications, Inc.* (ACIA)
IT Infrastructure
Aerohive Networks, Inc.* (HIVE)
IT Infrastructure
Akamai Technologies Inc.* (AKAM)
IT Infrastructure
Applied Optoelectronics, Inc.* (AAOI)
IT Infrastructure
Arista Networks, Inc.* (ANET)
IT Infrastructure
Extreme Networks Inc.* (EXTR)
IT Infrastructure
F5 Networks, Inc.* (FFIV)
IT Infrastructure
Finisar Corporation* (FNSR)
IT Infrastructure
Imperva, Inc.* (IMPV)
IT Infrastructure
Inphi Corporation* (IPHI)
IT Infrastructure
Limelight Networks, Inc.* (LLNW)
IT Infrastructure
Lumentum Holdings Inc.* (LITE)
IT Infrastructure
MACOM Technology Solutions* (MTSI)
IT Infrastructure
Mellanox Technologies, Ltd.* (MLNX)
IT Infrastructure
NeoPhotonics Corporation* (NPTN)
IT Infrastructure
NetApp, Inc.* (NTAP)
IT Infrastructure
Radware Ltd.* (RDWR)
IT Infrastructure
Rapid7, Inc.* (RPD)
IT Infrastructure
Ribbon Communications Inc.* (RBBN)
IT Infrastructure
Jim Lykins
Vice President, Research Analyst
Armada Hoffler Properties, Inc.* (AHH)
Real Estate - Retail
Ashford Hospitality Trust, Inc.* (AHT)
Real Estate - Lodging
Bluerock Residential Growth REIT, Inc.* (BRG)
Real Estate - Apartments
Camden Property Trust* (CPT)
Real Estate - Apartments
Condor Hospitality Trust Inc.* (CDOR)
Real Estate - Lodging
Essex Property Trust, Inc.* (ESS)
Real Estate - Apartments
Federal Realty Investment Trust* (FRT)
Real Estate - Retail
Government Properties Income Trust* (GOV)
Real Estate - Office
Hersha Hospitality Trust* (HT)
Real Estate - Lodging
Hospitality Properties Trust* (HPT)
Real Estate - Lodging
Investors Real Estate Trust* (IRET)
Real Estate - Apartments
Kite Realty Group Trust* (KRG)
Real Estate - Retail
Mid-America Apartment Communities, Inc.* (MAA)
Real Estate - Apartments
NexPoint Residential Trust, Inc.* (NXRT)
Real Estate - Apartments
Preferred Apartment Communities, Inc.* (APTS)
Real Estate - Apartments
Ramco-Gershenson Properties Trust* (RPT)
Real Estate - Retail
Retail Opportunity Investments Corp.* (ROIC)
Real Estate - Retail
Saul Centers Inc.* (BFS)
Real Estate - Retail
UMH Properties, Inc.* (UMH)
Real Estate - Manufactured Housing
Urstadt Biddle Properties Inc.* (UBA)
Real Estate - Retail
John Morris
Senior Vice President, Senior Research Analyst
Burlington Stores, Inc.* (BURL)
Brand Apparel
Canada Goose Holdings, Inc.* (GOOS)
Brand Apparel
Lululemon Athletica, Inc.* (LULU)
Brand Apparel
PVH Corp.* (PVH)
Brand Apparel
Ross Stores, Inc.* (ROST)
Brand Apparel
The TJX Companies, Inc.* (TJX)
Brand Apparel
Urban Outfitters, Inc.* (URBN)
Brand Apparel
Zumiez, Inc.* (ZUMZ)
Brand Apparel
Barry Oxford Jr., CFA
Senior Vice President, Senior Research Analyst
Boston Properties, Inc.* (BXP)
Real Estate - Office
Brandywine Realty Trust* (BDN)
Real Estate - Office
City Office REIT, Inc.* (CIO)
Real Estate - Office
CorEnergy Infrastructure Trust Inc.* (CORR)
Real Estate - Triple Net
CubeSmart* (CUBE)
Real Estate - Self Storage
Douglas Emmett, Inc.* (DEI)
Real Estate - Office
Duke Realty Corporation* (DRE)
Real Estate - Industrial
EastGroup Properties Inc.* (EGP)
Real Estate - Industrial
Extra Space Storage Inc.* (EXR)
Real Estate - Self Storage
Gladstone Commercial Corporation* (GOOD)
Real Estate - Triple Net
Global Medical REIT, Inc.* (GMRE)
Real Estate - Medical
Gramercy Property Trust Inc.* (GPT)
Real Estate - Triple Net
Highwoods Properties Inc.* (HIW)
Real Estate - Office
Hudson Pacific Properties Inc.* (HPP)
Real Estate - Office
Kilroy Realty Corp.* (KRC)
Real Estate - Office
Lexington Realty Trust* (LXP)
Real Estate - Triple Net
LifeStorage, Inc.* (LSI)
Real Estate - Self Storage
Monmouth Real Estate Investment Corp.* (MNR)
Real Estate - Industrial
National Retail Properties, Inc.* (NNN)
Real Estate - Triple Net
National Storage Affiliates* (NSA)
Real Estate - Self Storage
One Liberty Properties, Inc.* (OLP)
Real Estate - Triple Net
Piedmont Office Realty Trust, Inc.* (PDM)
Real Estate - Office
Plymouth Industrial REIT, Inc.* (PLYM)
Real Estate - Industrial
Realty Income Corporation* (O)
Real Estate - Triple Net
Rexford Industrial Realty, Inc.* (REXR)
Real Estate - Industrial
STAG Industrial, Inc.* (STAG)
Real Estate - Industrial
Terreno Realty Corp.* (TRNO)
Real Estate - Industrial
Kevin Reevey
Senior Vice President, Senior Research Analyst
1st Source Corporation* (SRCE)
Financial Institutions - Midwest
Associated Banc Corp.* (ASB)
Financial Institutions - Midwest
BankFinancial Corporation* (BFIN)
Financial Institutions - Midwest
Bridgewater Bancshares, Inc.* (BWB)
Financial Institutions - Midwest
Chemical Financial Corporation* (CHFC)
Financial Institutions - Midwest
Civista Bancshares Inc.* (CIVB)
Financial Institutions - Midwest
County Bancorp Inc.* (ICBK)
Financial Institutions - Midwest
First Busey Corporation* (BUSE)
Financial Institutions - Midwest
First Business Financial Services, Inc.* (FBIZ)
Financial Institutions - Midwest
First Financial Bancorp* (FFBC)
Financial Institutions - Midwest
First Merchants Corporation* (FRME)
Financial Institutions - Midwest
First Mid-Illinois Bancshares, Inc.* (FMBH)
Financial Institutions - Midwest
First Midwest Bancorp, Inc.* (FMBI)
Financial Institutions - Midwest
Huntington Bancshares Incorporated* (HBAN)
Financial Institutions - Midwest
Independent Bank Corporation* (IBCP)
Financial Institutions - Midwest
KeyCorp* (KEY)
Financial Institutions - Midwest
Lakeland Financial Corp.* (LKFN)
Financial Institutions - Midwest
Macatawa Bank Corporation* (MCBC)
Financial Institutions - Midwest
MB Financial, Inc.* (MBFI)
Financial Institutions - Midwest
Mercantile Bank Corporation* (MBWM)
Financial Institutions - Midwest
Midland States Bancorp, Inc.* (MSBI)
Financial Institutions - Midwest
Mutualfirst Financial Inc.* (MFSF)
Financial Institutions - Midwest
Nicolet Bankshares, Inc.* (NCBS)
Financial Institutions - Midwest
Old National Bancorp* (ONB)
Financial Institutions - Midwest
Old Second Bancorp, Inc.* (OSBC)
Financial Institutions - Midwest
Peoples Bancorp Inc.* (PEBO)
Financial Institutions - Midwest
TCF Financial Corporation* (TCF)
Financial Institutions - Midwest
Wintrust Financial Corporation* (WTFC)
Financial Institutions - Midwest
Jeffrey Rulis
Managing Director, Senior Research Analyst
Bank of Commerce Holdings* (BOCH)
Financial Institutions - Southwest
Bank of Hawaii Corporation* (BOH)
Financial Institutions - Southwest
Bank of Marin Bancorp.* (BMRC)
Financial Institutions - Southwest
Banner Corp.* (BANR)
Financial Institutions - Northwest
Columbia Banking System Inc.* (COLB)
Financial Institutions - Northwest
Commerce Bancshares, Inc.* (CBSH)
Financial Institutions - Midwest
Eagle Bancorp.* (EBMT)
Financial Institutions - Northwest
Enterprise Financial Services Corp.* (EFSC)
Financial Institutions - Midwest
First Financial Northwest, Inc.* (FFNW)
Financial Institutions - Northwest
First Interstate BancSystem, Inc.* (FIBK)
Financial Institutions - Northwest
FS Bancorp, Inc.* (FSBW)
Financial Institutions - Northwest
Glacier Bancorp.* (GBCI)
Financial Institutions - Northwest
Great Western Bancorp, Inc.* (GWB)
Financial Institutions - Midwest
Guaranty Bancorp* (GBNK)
Financial Institutions - Northwest
Heartland Financial USA Inc.* (HTLF)
Financial Institutions - Midwest
Heritage Financial Corp.* (HFWA)
Financial Institutions - Northwest
HomeStreet, Inc.* (HMST)
Financial Institutions - Northwest
MidWestOne Financial Group, Inc.* (MOFG)
Financial Institutions - Midwest
National Bank Holdings Corp.* (NBHC)
Financial Institutions - Northwest
People's Utah Bancorp* (PUB)
Financial Institutions - Northwest
QCR Holdings Inc.* (QCRH)
Financial Institutions - Midwest
TriCo Bancshares* (TCBK)
Financial Institutions - Southwest
Umpqua Holdings Corporation* (UMPQ)
Financial Institutions - Northwest
Washington Federal* (WAFD)
Financial Institutions - Northwest
Matt Summerville
Managing Director, Senior Research Analyst
A.O. Smith Corporation* (AOS)
Industrial Technology
Ametek, Inc.* (AME)
Industrial Technology
Barnes Group Inc.* (B)
Industrial Technology
Cognex Corporation* (CGNX)
Industrial Technology
Crane Co.* (CR)
Industrial Technology
Diebold Nixdorf, Incorporated* (DBD)
Financial Technology
Franklin Electric Co. Inc.* (FELE)
Industrial Technology
Graco Inc.* (GGG)
Industrial Technology
IDEX Corporation* (IEX)
Industrial Technology
ITT Inc.* (ITT)
Industrial Technology
NCR Corporation* (NCR)
Financial Technology
Nordson Corporation* (NDSN)
Industrial Technology
Gary Tenner, CFA
Managing Director, Senior Research Analyst
Axos Financial, Inc.* (AX)
Financial Institutions - Southwest
Banc of California, Inc.* (BANC)
Financial Institutions - Southwest
BancFirst Corporation* (BANF)
Financial Institutions - Southwest
BayCom Corp.* (BCML)
Financial Institutions - Southwest
BOK Financial Corporation* (BOKF)
Financial Institutions - Southwest
Cathay General Bancorp* (CATY)
Financial Institutions - Southwest
Central Valley Community Bancorp* (CVCY)
Financial Institutions - Southwest
Comerica Incorporated* (CMA)
Financial Institutions - Southwest
CVB Financial Corp.* (CVBF)
Financial Institutions - Southwest
East West Bancorp, Inc.* (EWBC)
Financial Institutions - Southwest
First Foundation Inc.* (FFWM)
Financial Institutions - Southwest
Hanmi Financial Corporation* (HAFC)
Financial Institutions - Southwest
Heritage Commerce Corp.* (HTBK)
Financial Institutions - Southwest
Hope Bancorp Inc.* (HOPE)
Financial Institutions - Southwest
LegacyTexas Financial Group, Inc.* (LTXB)
Financial Institutions - Southwest
Luther Burbank Corporation* (LBC)
Financial Institutions - Southwest
OP Bancorp* (OPBK)
Financial Institutions - Southwest
Pacific Premier Bancorp Inc.* (PPBI)
Financial Institutions - Southwest
PacWest Bancorp* (PACW)
Financial Institutions - Southwest
Preferred Bank* (PFBC)
Financial Institutions - Southwest
Prosperity Bancshares Inc.* (PB)
Financial Institutions - Southwest
Sierra Bancorp* (BSRR)
Financial Institutions - Southwest
SVB Financial Group* (SIVB)
Financial Institutions - Southwest
Texas Capital BancShares Inc.* (TCBI)
Financial Institutions - Southwest
Triumph Bancorp, Inc.* (TBK)
Financial Institutions - Southwest
Veritex Holdings, Inc.* (VBTX)
Financial Institutions - Southwest
Western Alliance Bancorporation* (WAL)
Financial Institutions - Southwest
Zions Bancorporation, N.A.* (ZION)
Financial Institutions - Southwest
Brent Thielman
Senior Vice President, Senior Research Analyst
AAON, Inc.* (AAON)
Construction
AECOM Technology Corporation* (ACM)
Engineering & Construction
Aegion Corporation* (AEGN)
Engineering & Construction
Apogee Enterprises Inc.* (APOG)
Construction
Comfort Systems USA Inc.* (FIX)
Engineering & Construction
Construction Partners, Inc.* (ROAD)
Engineering & Construction
Dycom Industries Inc.* (DY)
Engineering & Construction
Eagle Materials, Inc.* (EXP)
Construction
EMCOR Group, Inc.* (EME)
Engineering & Construction
Encore Wire Corp.* (WIRE)
Construction
Flowserve Corp.* (FLS)
Construction
Fluor Corporation* (FLR)
Engineering & Construction
General Finance Corporation* (GFN)
Construction
Granite Construction, Inc.* (GVA)
Engineering & Construction
Jacobs Engineering Group* (JEC)
Engineering & Construction
KBR, Inc.* (KBR)
Engineering & Construction
Limbach Holdings, Inc.* (LMB)
Engineering & Construction
Martin Marietta Materials Inc.* (MLM)
Construction
MasTec Inc.* (MTZ)
Engineering & Construction
Mueller Water Products, Inc.* (MWA)
Construction
NCI Building Systems Inc.* (NCS)
Construction
Northwest Pipe* (NWPX)
Construction
Primoris Services Corporation* (PRIM)
Engineering & Construction
Quanta Services Inc.* (PWR)
Engineering & Construction
Sterling Construction Co. Inc.* (STRL)
Engineering & Construction
Summit Materials, Inc.* (SUM)
Construction
Tutor Perini Corp.* (TPC)
Engineering & Construction
U.S. Concrete, Inc.* (USCR)
Construction
Valmont Industries, Inc.* (VMI)
Construction
Vulcan Materials Company* (VMC)
Construction
Tom White
Senior Vice President, Senior Research Analyst
Booking Holdings Inc.* (BKNG)
Internet Services
CarGurus, Inc.* (CARG)
Internet Services
Cars.com Inc.* (CARS)
Internet Services
Criteo S.A.* (CRTO)
Internet Services
eXp World Holdings, Inc.* (EXPI)
Internet Services
Expedia, Inc.* (EXPE)
Internet Services
Redfin Corporation* (RDFN)
Internet Services
The Trade Desk, Inc.* (TTD)
Internet Services
TripAdvisor, Inc.* (TRIP)
Internet Services
trivago N.V.* (TRVG)
Internet Services
TrueCar, Inc.* (TRUE)
Internet Services
Yext, Inc.* (YEXT)
Internet Services
Zillow Group, Inc.* (ZG)
Internet Services
Kurt Yinger
Senior Research Associate
BMC Stock Holdings, Inc.* (BMCH)
Building Materials
Builders FirstSource, Inc.* (BLDR)
Building Materials