Equity Research
Industry Coverage

Research Professionals
Click professionals below for bios and research coverage.
Craig A. EllisSenior Managing Director &Director of Research |
Alex RygielSenior Managing Director& Associate Director of Research |
Mike CrawfordSenior Managing Director& Head of the Discovery Group |
Mayank MamtaniManaging Director& Group Head of Healthcare |
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David Bain
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Liam Burke
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Neil Chatterji
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Zach Cummins |
Daniel Day |
Matt Howlett
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Dave Kang
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Matthew Key |
Craig Kucera
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Bryan Maher
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Josh Nichols |
Kalpit Patel |
Ryan Pfingst
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Lucas Pipes
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Bryce Rowe
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Raj Sharma
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Christopher Souther |
Jeff Van Sinderen
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Eric Wold |
Yuan Zhi
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Equity Research Coverage
Company | Ticker | Analyst | Sector |
5E Advanced Materials, Inc. | FEAM | Key, Matthew | Metals & Mining |
8x8, Inc. | EGHT | Nichols, CFA, Josh | Communications |
Accuray Incorporated | ARAY | Chatterji, Neil | Medical Technology |
Actinium Pharmaceuticals, Inc. | ATNM | Mamtani, MayankZhi, Ph.D., Yuan | Biotech |
Adams Resources & Energy, Inc. | AE | Burke, Liam | Specialty Industrials & Materials |
Agenus, Inc. | AGEN | Mamtani, Mayank | Biotech |
Airgain, Inc. | AIRG | Ellis, Craig A. | Electronic Components |
Alcoa Corporation | AA | Pipes, CFA, Lucas N. | Metals & Mining |
AlerisLife, Inc. | ALR | Maher, Bryan | Healthcare REITs |
Allogene Therapeutics, Inc. | ALLO | Patel, Pharm.D., Kalpit | Biotech |
Alpha & Omega Semiconductor | AOSL | Ellis, Craig A. | Semiconductor |
Alpha Metallurgical Resources, Inc. | AMR | Pipes, CFA, Lucas N. | Coal |
Alpine Income Property Trust, Inc. | PINE | Kucera, Craig | Equity REITs |
Alta Equipment Group Inc. | ALTG | Rygiel, Alex | Heavy Equipment |
Altimmune, Inc. | ALT | Mamtani, Mayank | Biotech |
Altisource Portfolio Solutions S.A. | ASPS | Sharma, Raj | Financial Technology |
Altus Power, Inc. | AMPS | Souther, CFA, Christopher | Sustainable Energy & Technology |
A-Mark Precious Metals, Inc. | AMRK | Pipes, CFA, Lucas N. | Metals & Mining |
AMC Entertainment Holdings, Inc. | AMC | Wold, CFA, Eric | Media & Entertainment |
Ameresco, Inc. | AMRC | Souther, CFA, Christopher | Sustainable Energy & Technology |
American Homes 4 Rent | AMH | Kucera, Craig | Single-Family REITs |
American Outdoor Brands, Inc. | AOUT | Wold, CFA, Eric | Outdoor Leisure |
American Public Education, Inc. | APEI | Sharma, Raj | Education Services |
American Software, Inc. | AMSWA | Cummins, Zach | Software |
American Strategic Investment Co. | NYC | Maher, Bryan | Specialty REITs |
Amprius Technologies, Inc. | AMPX | Souther, CFA, Christopher | Sustainable Energy & Technology |
Angel Oak Mortgage, Inc. | AOMR | Howlett, Matt | Specialty Finance |
Anterix Inc. | ATEX | Crawford, Mike | Communications |
Apple Hospitality REIT, Inc. | APLE | Maher, Bryan | Lodging |
Applied Digital Corporation | APLD | Pipes, CFA, Lucas N. | Financial Technology |
Applied Materials, Inc. | AMAT | Ellis, Craig A. | Semi Capital Equipment |
Applied Optoelectronics, Inc. | AAOI | Kang, Dave | Optical Components |
Arch Resources, Inc. | ARCH | Pipes, CFA, Lucas N. | Coal |
Arena Group Holdings, Inc. | AREN | Day, CFA, Daniel | Media & Entertainment |
ARMOUR Residential REIT, Inc. | ARR | Howlett, Matt | Specialty Finance |
Arrowhead Pharmaceuticals, Inc. | ARWR | Mamtani, Mayank | Biotech |
Ashford Hospitality Trust, Inc. | AHT | Maher, Bryan | Lodging |
Ashford Inc. | AINC | Maher, Bryan | Lodging |
Aspen Aerogels, Inc. | ASPN | Souther, CFA, Christopher | Sustainable Energy & Technology |
Aspen Group, Inc. | ASPU | Sharma, Raj | Education Services |
AST SpaceMobile, Inc. | ASTS | Crawford, Mike | Communications |
Atkore Inc. | ATKR | Rygiel, Alex | Building Materials |
Atlanticus Holdings Corp. | ATLC | Howlett, Matt | Financial Technology |
Atlas Corp. | ATCO | Burke, Liam | Shipping |
Audacy, Inc. | AUD | Day, CFA, Daniel | Media & Entertainment |
AudioEye, Inc. | AEYE | Cummins, Zach | Software |
Augmedix Inc. | AUGX | Chatterji, Neil | Service & Technology |
Aviat Networks, Inc. | AVNW | Kang, Dave | Communications |
Avid Technology, Inc. | AVID | Nichols, CFA, Josh | Software |
Axcelis Technologies, Inc. | ACLS | Ellis, Craig A. | Semi Capital Equipment |
AXT, Inc. | AXTI | Kang, Dave | Optical Components |
AZEK Company Inc. | AZEK | Rygiel, Alex | Building Materials |
Azenta, Inc. | AZTA | Mamtani, MayankZhi, Ph.D., Yuan | Service & Technology |
Babcock & Wilcox Enterprises, Inc. | BW | Rygiel, Alex | Engineering & Construction |
Backblaze, Inc. | BLZE | Cummins, Zach | Software |
Ballard Power Systems Inc. | BLDP | Souther, CFA, Christopher | Sustainable Energy & Technology |
Beam Global | BEEM | Souther, CFA, Christopher | Sustainable Energy & Technology |
Beazer Homes USA, Inc. | BZH | Rygiel, Alex | Homebuilders |
Bicycle Therapeutics Plc | BCYC | Patel, Pharm.D., Kalpit | Biotech |
BioLife Solutions, Inc. | BLFS | Mamtani, MayankZhi, Ph.D., Yuan | Biotech |
BioVie, Inc. | BIVI | Mamtani, Mayank | Biotech |
Blackline Safety Corp. | BLN-CA | Sharma, Raj | Industrial Technologies |
Blink Charging Co. | BLNK | Souther, CFA, Christopher | Sustainable Energy & Technology |
Bluegreen Vacations Holding Corporation | BVH | Crawford, Mike | Consumer Services |
Bowman Consulting Group Ltd. | BWMN | Rygiel, Alex | Engineering & Construction |
Braemar Hotels & Resorts, Inc. | BHR | Maher, Bryan | Lodging |
BrightSpire Capital, Inc. | BRSP | Howlett, Matt | Specialty Finance |
Broadmark Realty Capital Inc. | BRMK | Howlett, Matt | Specialty Finance |
BRT Apartments Corp. | BRT | Kucera, Craig | Equity REITs |
Brunswick Corporation | BC | Wold, CFA, Eric | Outdoor Leisure |
Builders FirstSource, Inc. | BLDR | Rygiel, Alex | Building Materials |
Burford Capital Limited | BUR | Howlett, Matt | Specialty Finance |
Butterfly Network, Inc. | BFLY | Chatterji, Neil | Medical Technology |
Byrna Technologies Inc. | BYRN | Van Sinderen, Jeff | Consumer Products |
Cadiz Inc. | CDZI | Crawford, Mike | Utilities |
Cadre Holdings, Inc. | CDRE | Van Sinderen, Jeff | Consumer Products |
Caesars Entertainment, Inc. | CZR | Bain, David | Gaming |
Camtek Ltd. | CAMT | Ellis, Craig A. | Semi Capital Equipment |
Capital Product Partners L.P. | CPLP | Burke, Liam | Shipping |
Capital Southwest Corporation | CSWC | Rowe, Bryce | Specialty Finance |
Carriage Services, Inc. | CSV | Burke, Liam | Specialty Industrials & Materials |
Cassava Sciences, Inc. | SAVA | Mamtani, Mayank | Biotech |
Cedar Fair, L.P. | FUN | Wold, CFA, Eric | Outdoor Leisure |
Celsius Holdings, Inc. | CELH | Van Sinderen, Jeff | Food & Beverage |
Century Aluminum Company | CENX | Pipes, CFA, Lucas N. | Metals & Mining |
Century Casinos, Inc. | CNTY | Bain, David | Gaming |
Century Communities, Inc. | CCS | Rygiel, Alex | Homebuilders |
Champion Iron Ltd. | CIA-CA | Pipes, CFA, Lucas N. | Metals & Mining |
ChargePoint Holdings, Inc. | CHPT | Souther, CFA, Christopher | Sustainable Energy & Technology |
Chatham Lodging Trust | CLDT | Maher, Bryan | Lodging |
Checkpoint Therapeutics, Inc. | CKPT | Mamtani, Mayank | Biotech |
Cherry Hill Mortgage Investment | CHMI | Howlett, Matt | Specialty Finance |
Chicken Soup for the Soul Entertainment | CSSE | Wold, CFA, Eric | Media & Entertainment |
ChromaDex Corporation | CDXC | Van Sinderen, Jeff | Food & Beverage |
Ciena Corporation | CIEN | Kang, Dave | Communications |
Cinemark Holdings, Inc. | CNK | Wold, CFA, Eric | Media & Entertainment |
City Office REIT, Inc. | CIO | Kucera, Craig | Equity REITs |
Cleveland-Cliffs Inc. | CLF | Pipes, CFA, Lucas N. | Metals & Mining |
Clipper Realty Inc. | CLPR | Kucera, Craig | Equity REITs |
Cognition Therapeutics, Inc. | CGTX | Mamtani, Mayank | Biotech |
Coherent Corp. | COHR | Kang, Dave | Optical Components |
Cohu, Inc. | COHU | Ellis, Craig A. | Semi Capital Equipment |
Compass Diversified Holdings | CODI | Howlett, Matt | Specialty Finance |
CONSOL Energy Inc. | CEIX | Pipes, CFA, Lucas N. | Coal |
Core Scientific, Inc. | CORZ | Pipes, CFA, Lucas N. | Financial Technology |
Creative Media & Community Trust Corp. | CMCT | Kucera, Craig | Equity REITs |
Crexendo, Inc. | CXDO | Nichols, CFA, Josh | Communications |
Cryoport, Inc. | CYRX | Mamtani, MayankZhi, Ph.D., Yuan | Service & Technology |
CTO Realty Growth, Inc. | CTO | Kucera, Craig | Equity REITs |
Cumulus Media, Inc. | CMLS | Day, CFA, Daniel | Media & Entertainment |
CymaBay Therapeutics, Inc. | CBAY | Mamtani, Mayank | Biotech |
DHI Group, Inc. | DHX | Cummins, Zach | Internet |
Digital Turbine, Inc. | APPS | Day, CFA, Daniel | Internet |
DigitalBridge Group, Inc. | DBRG | Day, CFA, Daniel | Communications |
Diversified Healthcare Trust | DHC | Maher, Bryan | Healthcare REITs |
Donnelley Financial Solutions, Inc. | DFIN | Sharma, Raj | Financial Technology |
DoubleDown Interactive Co., Ltd. | DDI | Bain, David | Gaming |
Ducommun Incorporated | DCO | Crawford, Mike | Aerospace & Defense |
Dycom Industries, Inc. | DY | Rygiel, Alex | Specialty Contracting |
DZS Inc. | DZSI | Kang, Dave | Communications |
Eagle Bulk Shipping Inc. | EGLE | Burke, Liam | Shipping |
Eagle Point Credit Company, Inc. | ECC | Howlett, Matt | Asset Managers |
Endeavour Silver Corp. | EXK | Pipes, CFA, Lucas N. | Precious Metals & Emerging Miners |
Energy Recovery, Inc. | ERII | Pfingst, Ryan | Sustainable Energy & Technology |
Eneti Inc. | NETI | Burke, LiamSouther, CFA, Christopher | Shipping |
Enovix Corp. | ENVX | Souther, CFA, Christopher | Sustainable Energy & Technology |
Enphase Energy, Inc. | ENPH | Souther, CFA, Christopher | Sustainable Energy & Technology |
Enthusiast Gaming Holdings, Inc. | EGLX-CA | Crawford, Mike | Gaming |
Envela Corporation | ELA | Van Sinderen, Jeff | Specialty Retail & Apparel |
Eos Energy Enterprises, Inc. | EOSE | Souther, CFA, Christopher | Sustainable Energy & Technology |
Establishment Labs Holdings, Inc. | ESTA | Chatterji, Neil | Medical Technology |
Everi Holdings, Inc. | EVRI | Bain, David | Gaming |
EverQuote, Inc. | EVER | Day, CFA, Daniel | Internet |
Exela Technologies, Inc. | XELA | Cummins, Zach | Information & Technology Services |
Extreme Networks, Inc. | EXTR | Kang, Dave | Communications |
Fabrinet | FN | Kang, Dave | Optical Components |
Farmland Partners Inc. | FPI | Kucera, Craig | Equity REITs |
Ferroglobe PLC | GSM | Pipes, CFA, Lucas N. | Metals & Mining |
Fidus Investment Corporation | FDUS | Rowe, Bryce | Specialty Finance |
FormFactor, Inc. | FORM | Ellis, Craig A. | Semi Capital Equipment |
Fortress Biotech, Inc. | FBIO | Mamtani, Mayank | Biotech |
Franklin BSP Realty Trust | FBRT | Howlett, Matt | Specialty Finance |
Franklin Street Properties Corp. | FSP | Kucera, Craig | Equity REITs |
FuelCell Energy, Inc. | FCEL | Souther, CFA, Christopher | Sustainable Energy & Technology |
Full House Resorts, Inc. | FLL | Bain, David | Gaming |
Fusion Pharmaceuticals, Inc. | FUSN | Mamtani, MayankZhi, Ph.D., Yuan | Biotech |
GAN Limited | GAN | Bain, David | Gaming |
Genco Shipping & Trading Limited | GNK | Burke, Liam | Shipping |
Genius Sports Limited | GENI | Bain, David | Gaming |
Gentex Corporation | GNTX | Nichols, CFA, Josh | Automotive |
Geron Corporation | GERN | Patel, Pharm.D., Kalpit | Biotech |
Gladstone Commercial Corporation | GOOD | Kucera, Craig | Equity REITs |
Gladstone Investment Corporation | GAIN | Rowe, Bryce | Specialty Finance |
Gladstone Land Corporation | LAND | Kucera, Craig | Equity REITs |
Global Medical REIT, Inc. | GMRE | Maher, Bryan | Healthcare REITs |
Global Net Lease, Inc. | GNL | Maher, Bryan | Specialty REITs |
Global Ship Lease, Inc. | GSL | Burke, Liam | Shipping |
Globalstar, Inc. | GSAT | Crawford, Mike | Communications |
Golar LNG Limited | GLNG | Burke, Liam | Shipping |
Golden Entertainment, Inc. | GDEN | Bain, David | Gaming |
Great Ajax Corp. | AJX | Howlett, Matt | Specialty Finance |
Green Brick Partners, Inc. | GRBK | Rygiel, Alex | Homebuilders |
Greenidge Generation Holdings Inc. | GREE | Pipes, CFA, Lucas N. | Financial Technology |
GreenPower Motor Company Inc. | GP | Souther, CFA, Christopher | Sustainable Energy & Technology |
H&E Equipment Services, Inc. | HEES | Rygiel, Alex | Heavy Equipment |
Hallador Energy Company | HNRG | Pipes, CFA, Lucas N. | Coal |
Hannon Armstrong | HASI | Souther, CFA, Christopher | Sustainable Energy & Technology |
Harrow Health, Inc. | HROW | Mamtani, MayankKazmi, Sahil | Specialty Pharmaceuticals |
Hecla Mining Company | HL | Pipes, CFA, Lucas N. | Precious Metals & Emerging Miners |
Herbalife Nutrition Ltd. | HLF | Van Sinderen, Jeff | Food & Beverage |
Hersha Hospitality Trust | HT | Maher, Bryan | Lodging |
Horizon Technology Finance Corp. | HRZN | Rowe, Bryce | Specialty Finance |
Hyperfine, Inc. | HYPR | Chatterji, Neil | Medical Technology |
Ichor Holdings, Ltd. | ICHR | Ellis, Craig A. | Semi Capital Equipment |
Identiv, Inc. | INVE | Ellis, Craig A. | Enterprise Hardware |
iHeartMedia, Inc. | IHRT | Day, CFA, Daniel | Media & Entertainment |
IMAX Corporation | IMAX | Wold, CFA, Eric | Media & Entertainment |
iMedia Brands, Inc. | IMBI | Wold, CFA, Eric | Media & Entertainment |
indie Semiconductor, Inc. | INDI | Ellis, Craig A. | Semiconductor |
Industrial Logistics Properties Trust | ILPT | Maher, Bryan | Specialty REITs |
Infinera Corporation | INFN | Kang, Dave | Communications |
Inspired Entertainment, Inc. | INSE | Bain, David | Gaming |
Intercept Pharmaceuticals, Inc. | ICPT | Mamtani, Mayank | Biotech |
International Seaways, Inc. | INSW | Burke, Liam | Shipping |
International Tower Hill Mines Ltd. | THM | Pipes, CFA, Lucas N. | Metals & Mining |
Intrusion, Inc. | INTZ | Cummins, Zach | Software |
iStar Inc. | STAR | Howlett, Matt | Specialty Finance |
Iteris, Inc. | ITI | Van Sinderen, Jeff | Electronic Components |
IVERIC bio, Inc. | ISEE | Mamtani, MayankZhi, Ph.D., Yuan | Biotech |
JELD-WEN Holding, Inc. | JELD | Rygiel, Alex | Building Materials |
Journey Medical Corp. | DERM | Patel, Pharm.D., Kalpit | Biotech |
KNOT Offshore Partners LP | KNOP | Burke, Liam | Shipping |
Koppers Holdings Inc. | KOP | Burke, Liam | Specialty Industrials & Materials |
Kratos Defense & Security Solutions, Inc. | KTOS | Crawford, Mike | Aerospace & Defense |
Kulicke and Soffa Industries, Inc. | KLIC | Ellis, Craig A. | Semi Capital Equipment |
Kymera Therapeutics, Inc. | KYMR | Patel, Pharm.D., Kalpit | Biotech |
L.B. Foster Company | FSTR | Rygiel, Alex | Producer Manufacturing |
Ladder Capital Corp. | LADR | Howlett, Matt | Specialty Finance |
Lam Research Corporation | LRCX | Ellis, Craig A. | Semi Capital Equipment |
Landsea Homes Corporation | LSEA | Rygiel, Alex | Homebuilders |
Lantheus Holdings, Inc. | LNTH | Mamtani, MayankZhi, Ph.D., Yuan | Biotech |
Legacy Housing Corporation | LEGH | Rygiel, Alex | Homebuilders |
Lesaka Technologies, Inc. | LSAK | Sharma, Raj | Financial Technology |
Lincoln Educational Services Corporation | LINC | Sharma, Raj | Education Services |
Lineage Cell Therapeutics, Inc. | LCTX | Mamtani, Mayank | Biotech |
Lion Electric Company | LEV | Souther, CFA, Christopher | Sustainable Energy & Technology |
Lithium Americas Corp. | LAC | Key, Matthew | Metals & Mining |
Livent Corporation | LTHM | Key, Matthew | Metals & Mining |
LivePerson, Inc. | LPSN | Cummins, Zach | Software |
Lumentum Holdings, Inc. | LITE | Kang, Dave | Optical Components |
Luna Innovations Incorporated | LUNA | Kang, Dave | Optical Components |
Madrigal Pharmaceuticals, Inc. | MDGL | Mamtani, Mayank | Biotech |
Main Street Capital Corporation | MAIN | Rowe, Bryce | Specialty Finance |
Malibu Boats, Inc. | MBUU | Wold, CFA, Eric | Outdoor Leisure |
Marathon Digital Holdings, Inc. | MARA | Pipes, CFA, Lucas N. | Financial Technology |
MarineMax, Inc. | HZO | Wold, CFA, Eric | Outdoor Leisure |
Marvell Technology Group Ltd. | MRVL | Ellis, Craig A. | Semiconductor |
MasTec, Inc. | MTZ | Rygiel, Alex | Specialty Contracting |
MasterCraft Boat Holdings, Inc. | MCFT | Wold, CFA, Eric | Outdoor Leisure |
Matthews International Corporation | MATW | Burke, Liam | Specialty Industrials & Materials |
Medallion Financial Corp. | MFIN | Howlett, Matt | Banks & Thrifts |
MediciNova, Inc. | MNOV | Mamtani, Mayank | Biotech |
Microchip Technology, Inc. | MCHP | Ellis, Craig A. | Semiconductor |
MiNK Therapeutics, Inc. | INKT | Patel, Pharm.D., Kalpit | Biotech |
Mirati Therapeutics, Inc. | MRTX | Patel, Pharm.D., Kalpit | Biotech |
Modiv Inc. | MDV | Maher, Bryan | Specialty REITs |
Monroe Capital Corporation | MRCC | Rowe, Bryce | Specialty Finance |
Mustang Bio, Inc. | MBIO | Mamtani, Mayank | Biotech |
Napco Security Technologies, Inc. | NSSC | Sharma, Raj | Security & Alarm Services |
National CineMedia, Inc. | NCMI | Wold, CFA, Eric | Media & Entertainment |
National Retail Properties, Inc. | NNN | Kucera, Craig | Equity REITs |
New Mountain Finance Corporation | NMFC | Rowe, Bryce | Specialty Finance |
New York Mortgage Trust, Inc. | NYMT | Howlett, Matt | Specialty Finance |
NextNav Inc. | NN | Crawford, Mike | Software |
NGM Biopharmaceuticals, Inc. | NGM | Mamtani, Mayank | Biotech |
NightHawk Biosciences, Inc. | NHWK | Mamtani, Mayank | Biotech |
Nordic American Tankers Limited | NAT | Burke, Liam | Shipping |
Nouveau Monde Graphite Inc. | NMG | Key, Matthew | Metals & Mining |
NOVAGOLD RESOURCES INC. | NG-US | Pipes, CFA, Lucas N. | Metals & Mining |
Novavax, Inc. | NVAX | Mamtani, Mayank | Biotech |
Oaktree Specialty Lending Corp. | OCSL | Rowe, Bryce | Specialty Finance |
Ocwen Financial Corporation | OCN | Howlett, Matt | Specialty Finance |
Office Properties Income Trust | OPI | Maher, Bryan | Specialty REITs |
ON Semiconductor Corporation | ON | Ellis, Craig A. | Semiconductor |
One Liberty Properties, Inc. | OLP | Kucera, Craig | Equity REITs |
Onto Innovation Inc. | ONTO | Ellis, Craig A. | Semi Capital Equipment |
Ooma, Inc. | OOMA | Nichols, CFA, Josh | Communications |
OPAL Fuels, Inc. | OPAL | Pfingst, Ryan | Sustainable Energy & Technology |
Orion Energy Systems, Inc. | OESX | Rygiel, Alex | Building Materials |
Orion Group Holdings, Inc. | ORN | Rygiel, Alex | Engineering & Construction |
OSI Systems, Inc. | OSIS | Nichols, CFA, Josh | Electronic Components |
Otonomo Technologies Ltd. | OTMO | Nichols, CFA, Josh | Software |
Oxford Lane Capital Corp. | OXLC | Howlett, Matt | Specialty Finance |
Pangaea Logistics Solutions Ltd. | PANL | Burke, Liam | Shipping |
Paragon 28, Inc. | FNA | Chatterji, Neil | Medical Technology |
PDS Biotechnology Corporation | PDSB | Patel, Pharm.D., Kalpit | Biotech |
Peabody Energy Corporation | BTU | Pipes, CFA, Lucas N. | Coal |
PennyMac Mortgage Investment Trust | PMT | Howlett, Matt | Specialty Finance |
Perpetua Resources Corp. | PPTA | Pipes, CFA, Lucas N. | Metals & Mining |
Piedmont Lithium Ltd. | PLL-US | Key, Matthew | Metals & Mining |
PlayAGS, Inc. | AGS | Bain, David | Gaming |
Plug Power Inc. | PLUG | Souther, CFA, Christopher | Sustainable Energy & Technology |
Plymouth Industrial REIT, Inc. | PLYM | Maher, Bryan | Specialty REITs |
PROCEPT BioRobotics Corporation | PRCT | Chatterji, Neil | Medical Technology |
Quanta Services, Inc. | PWR | Rygiel, Alex | Specialty Contracting |
Quantum Corporation | QMCO | Ellis, Craig A. | Enterprise Hardware |
Ramaco Resources, Inc. | METC | Pipes, CFA, Lucas N. | Coal |
RCM Technologies, Inc. | RCMT | Rygiel, Alex | Specialty Contracting |
Ready Capital | RC | Howlett, Matt | Specialty Finance |
Rekor Systems, Inc. | REKR | Cummins, Zach | Software |
Reservoir Media, Inc. | RSVR | Day, CFA, Daniel | Media & Entertainment |
RF Industries, Ltd. | RFIL | Nichols, CFA, Josh | Electronic Components |
Ribbon Communications, Inc. | RBBN | Kang, Dave | Communications |
Rigel Pharmaceuticals, Inc. | RIGL | Patel, Pharm.D., Kalpit | Biotech |
Riot Platforms, Inc. | RIOT | Pipes, CFA, Lucas N. | Financial Technology |
Rithm Capital Corp. | RITM | Howlett, Matt | Specialty Finance |
RumbleOn, Inc. | RMBL | Wold, CFA, Eric | Outdoor Leisure |
Runway Growth Finance Corp. | RWAY | Rowe, Bryce | Specialty Finance |
Safehold Inc. | SAFE | Howlett, Matt | Specialty Finance |
Saratoga Investment Corp. | SAR | Rowe, Bryce | Specialty Finance |
Saul Centers, Inc. | BFS | Kucera, Craig | Equity REITs |
Scorpio Tankers Inc. | STNG | Burke, Liam | Shipping |
Seabridge Gold Inc. | SA | Pipes, CFA, Lucas N. | Precious Metals & Emerging Miners |
SeaWorld Entertainment, Inc. | SEAS | Wold, CFA, Eric | Outdoor Leisure |
Semtech Corp. | SMTC | Ellis, Craig A. | Semiconductor |
Sequans Communications SA | SQNS | Ellis, Craig A. | Semiconductor |
Service Properties Trust | SVC | Maher, Bryan | Lodging |
SFL Corporation Limited | SFL | Burke, Liam | Shipping |
Shenandoah Telecommunications Co. | SHEN | Day, CFA, Daniel | Communications |
Silicon Motion Technology Corp. | SIMO | Ellis, Craig A. | Semiconductor |
Six Flags Entertainment Corporation | SIX | Wold, CFA, Eric | Outdoor Leisure |
Skillsoft Corp. | SKIL | Sharma, Raj | Education Services |
Skyworks Solutions, Inc. | SWKS | Ellis, Craig A. | Semiconductor |
Smith Micro Software, Inc. | SMSI | Nichols, CFA, Josh | Software |
SolarEdge Technologies, Inc. | SEDG | Souther, CFA, Christopher | Sustainable Energy & Technology |
Sonim Technologies, Inc. | SONM | Crawford, Mike | Communications |
Sono Group N.V. | SEV | Souther, CFA, Christopher | Sustainable Energy & Technology |
Spark Networks SE | LOV | Sharma, Raj | Internet |
Spectrum Pharmaceuticals, Inc. | SPPI | Mamtani, Mayank | Specialty & Biopharma |
Sportsman's Warehouse Holdings, Inc. | SPWH | Wold, CFA, Eric | Outdoor Leisure |
SRAX, Inc. | SRAX | Crawford, Mike | Information & Technology Services |
Stagwell Inc. | STGW | Van Sinderen, Jeff | Media & Entertainment |
StarTek, Inc. | SRT | Cummins, Zach | Information & Technology Services |
Stereotaxis, Inc. | STXS | Chatterji, Neil | Medical Technology |
Stronghold Digital Mining, Inc. | SDIG | Pipes, CFA, Lucas N. | Financial Technology |
SunCoke Energy, Inc. | SXC | Pipes, CFA, Lucas N. | Metals & Mining |
Sunnova Energy International, Inc. | NOVA | Souther, CFA, Christopher | Sustainable Energy & Technology |
Synchronoss Technologies, Inc. | SNCR | Nichols, CFA, Josh | Communications |
Syndax Pharmaceuticals, Inc. | SNDX | Patel, Pharm.D., Kalpit | Biotech |
Teck Resources Limited | TECK.B-CA | Pipes, CFA, Lucas N. | Metals & Mining |
Tecnoglass Inc. | TGLS | Rygiel, Alex | Building Materials |
Tellurian, Inc. | TELL | Burke, Liam | Metals & Mining |
Telos Corporation | TLS | Cummins, Zach | Information & Technology Services |
TeraWulf Inc. | WULF | Pipes, CFA, Lucas N. | Financial Technology |
Terran Orbital Corporation | LLAP | Crawford, Mike | Communications |
Textainer Group Holdings Limited | TGH | Burke, Liam | Shipping |
TG Therapeutics, Inc. | TGTX | Mamtani, Mayank | Biotech |
The Joint Corp. | JYNT | Van Sinderen, Jeff | Services |
The Marcus Corporation | MCS | Wold, CFA, Eric | Media & Entertainment |
The Necessity Retail REIT, Inc. | RTL | Maher, Bryan | Equity REITs |
The RMR Group Inc. | RMR | Maher, Bryan | Lodging |
Thryv Holdings, Inc. | THRY | Cummins, Zach | Software |
Tilly's, Inc. | TLYS | Van Sinderen, Jeff | Specialty Retail & Apparel |
Titan Machinery Inc. | TITN | Rygiel, Alex | Heavy Equipment |
Tiziana Life Sciences Plc | TLSA | Mamtani, Mayank | Biotech |
Topgolf Callaway Brands Corp. | MODG | Wold, CFA, Eric | Outdoor Leisure |
Transphorm, Inc. | TGAN | Ellis, Craig A. | Semiconductor |
TravelCenters of America LLC | TA | Maher, Bryan | Lodging |
Trex Company, Inc. | TREX | Rygiel, Alex | Building Materials |
Trinity Capital, Inc. | TRIN | Rowe, Bryce | Specialty Finance |
Tritium DCFC Limited | DCFC | Souther, CFA, Christopher | Sustainable Energy & Technology |
Triton International Ltd. | TRTN | Burke, Liam | Shipping |
TTM Technologies, Inc. | TTMI | Crawford, Mike | Technology |
Tutor Perini Corporation | TPC | Rygiel, Alex | Engineering & Construction |
UMH Properties, Inc. | UMH | Kucera, Craig | Equity REITs |
Universal Electronics Inc. | UEIC | Van Sinderen, Jeff | Electronic Components |
Universal Technical Institute, Inc. | UTI | Sharma, Raj | Education Services |
Urstadt Biddle Properties Inc. | UBA | Kucera, Craig | Equity REITs |
Vaxart, Inc. | VXRT | Mamtani, Mayank | Biotech |
Vecima Networks, Inc. | VCM-CA | Kang, Dave | Communications |
Viad Corp. | VVI | Maher, Bryan | Lodging |
Viasat, Inc. | VSAT | Crawford, Mike | Communications |
Viavi Solutions Inc. | VIAV | Kang, Dave | Communications |
Victory Capital Holdings, Inc. | VCTR | Howlett, Matt | Asset Managers |
ViewRay, Inc. | VRAY | Chatterji, Neil | Medical Technology |
Viridian Therapeutics, Inc. | VRDN | Patel, Pharm.D., Kalpit | Biotech |
Vista Outdoor Inc. | VSTO | Wold, CFA, Eric | Outdoor Leisure |
VSE Corp. | VSEC | Van Sinderen, Jeff | Process Industries |
Warrior Met Coal, Inc. | HCC | Pipes, CFA, Lucas N. | Coal |
WhiteHorse Finance, Inc. | WHF | Rowe, Bryce | Specialty Finance |
Whitestone REIT | WSR | Kucera, Craig | Equity REITs |
WideOpenWest, Inc. | WOW | Day, CFA, Daniel | Communications |
Wireless Telecom Group, Inc. | WTT | Nichols, CFA, Josh | Communications |
Workhorse Group Inc. | WKHS | Souther, CFA, Christopher | Sustainable Energy & Technology |
X4 Pharmaceuticals, Inc. | XFOR | Mamtani, Mayank | Biotech |
XAI Octagon Floating Rate & Alt. Term Trust | XFLT | Howlett, Matt | Specialty Finance |
Xenia Hotels & Resorts, Inc. | XHR | Maher, Bryan | Lodging |
XPEL, Inc. | XPEL | Van Sinderen, Jeff | Process Industries |
Xponential Fitness, Inc. | XPOF | Van Sinderen, Jeff | Consumer Services |
Zeta Global Holdings Corp. | ZETA | Cummins, Zach | Software |
Zumiez Inc. | ZUMZ | Van Sinderen, Jeff | Specialty Retail & Apparel |