Southwest Airlines Co. is a major U.S. low-cost passenger airline operating a point-to-point network using a single-aircraft-type (Boeing 737 family) fleet across domestic and near‑international markets.

Sirius XM Holdings Inc. is the parent company of Sirius XM and Pandora, offering subscription-based satellite radio (primarily to automotive customers) and ad-supported music/podcast streaming through Pandora.

Fastenal is a distributor of industrial and construction supplies that operates a dense branch and customer-site network and provides fasteners, a broad range of non-fastener products, and digital-managed inventory and supply solutions.

Cullen/Frost Bankers, Inc. is a Texas-based financial holding company whose principal operating subsidiary, Frost Bank, provides commercial and consumer banking, trust and investment management, insurance, brokerage and other financial services across Texas.

Cousins Properties Incorporated is a fully integrated, self-administered and self-managed REIT based in Georgia that owns, develops, leases, and manages Class A office properties and opportunistic mixed‑use developments concentrated in Sun Belt markets (notably Austin, Atlanta, Charlotte, Tampa, Phoenix, Dallas, and Nashville) and trades on the NYSE under CUZ.

PlusAI SPAC is a Cayman Islands–organized blank check company formed to complete a business combination with PlusAI (domesticating to Delaware upon closing), completed an IPO in May 2024 with proceeds held in trust, and has not generated operating revenues or employed full‑time staff prior to the business combination.

Piermont Valley Acquisition Corp is a Cayman Islands exempted special purpose acquisition company (SPAC) formed to complete a business combination; it holds cash in trust and has no operating revenues.

Alpine Income Property Trust, Inc. is an externally managed Maryland REIT owning 127 net-leased income properties across 32 states and a commercial loans and investments portfolio, focused on long-term net leases and mezzanine/credit-style loan investments.

Carrier Global Corporation is a global leader in climate and energy solutions offering heating, cooling, air quality, energy management and digitally enabled lifecycle services for homes, buildings and cold-chain applications.

Otis is the world’s leading manufacturer, installer, servicer and modernizer of elevators and escalators, operating in 200+ countries with ~72,000 employees and a global service portfolio of ~2.5 million units.

Baker Hughes is a global energy technology company operating in over 120 countries that provides oilfield services and industrial & energy technology solutions, including lower‑carbon and digital services.

Alphabet Inc. is a diversified technology and AI-focused parent company of Google that delivers advertising-driven consumer services, Google Cloud, AI models and infrastructure (Gemini, TPUs, Vertex AI), devices, and long-horizon Other Bets such as Waymo and Isomorphic Labs.