CDW Corporation, a Fortune 500 company, is a value-added reseller (VAR) of information technology hardware, software, and services. We believe its scale advantages, breadth of offerings and consultative sales culture combined with a growing market and market share gains should propel attractive growth for many years to come.
With a global shift to renewable energy and rising urbanization, copper demand is expected to grow while supply remains constrained. We believe copper miners, such as Freeport-McMoRan, are poised to benefit from this trend.
Keyence is at the forefront of factory automation. For over 40 years, the company has developed customized sensors and measuring systems to enable customers worldwide to automate assembly lines, improve productivity and product quality, and ensure a safe working environment.
CarMax is the largest retailer of used cars in the U.S. Over the last 29 years it has grown from a single store to 230 stores across the country with consumer-friendly, no-haggle pricing, and a generous return policy, a straightforward approach contrasting the traditional used car dealers.
Daikin Industries is a global leader in heating and air conditioning products and systems. The company’s investments in the latest technology, partnership philosophy, and well-established blueprint for international expansion make Daikin a dominant company in this growing industry.
RH (formerly Restoration Hardware) has transformed into a global luxury brand focused on a sophisticated lifestyle within the home furnishings marketplace. With its bespoke design and hospitality experience, RH plans to continue expanding its brand to the global marketplace.
While O’Reilly Automotive is a leader in the automotive aftermarket parts industry in the U.S., the company’s recent acquisition of Mexico-based Mayasa Auto Parts illustrates the company’s greater goals to expand its operations internationally.
NVR is one of America’s leading home builders. With its uniquely “asset-light” balance sheet and focus on operational efficiency, the company has created a hard-to-replicate business model.
An increase in cycling enthusiasts and the COVID-19 pandemic have created a surge in demand for bicycles. With a long-established history of quality manufacturing, Shimano is well-positioned to benefit as the preferred part manufacturer for the global bicycle industry.