AGB 2024.5 - Axon Enterprise (AXON): Axon Enterprise is the leading provider of conducted electrical weapons under its TASER brand. The company also sells sensors (mainly body and fleet cameras) and software solutions (evidence management, records, justice discovery, etc.) to its customers. Over its history, Axon has transformed from mainly a hardware provider to a subscriptions based hardware + software solutions provider. In 2023, the company’s Software and Sensors segment accounted for 61% of
Aug. 5, 2024, 5:08 p.m.
AGB 2024.4 - Lululemon Athletica (LULU): Lululemon is a leading designer and retailer of athleisure and sports apparel. The company’s first store was opened in 1998 in Vancouver, Canada. With the initial success of its Luon fabric for its women’s yoga leggings and the company’s subsequent product and fabric innovations, Lululemon has grown into a global brand. As of 2023, the company had 758 store locations (the main geographies are U.S., China, Canada, Australia and the U.K.) and generated $9.6
July 1, 2024, 5:01 p.m.
AGB 2024.3 - Electronic Arts (EA): Electronic Arts (EA) is one of the largest developers and publishers of video games. The company owns or licenses some of the largest brands in the industry including Apex Legends, Battlefield, The Sims, EA Sports (Madden NFL, Sports FC, Formula 1, UFC, etc.), Star Wars, Mass Effect, Need for Speed and others. Players access EA’s games on all platforms including console (60% of revenues), PC (23%) and mobile (17%).
May 6, 2024, 5 p.m.
AGB 2024.2 - Ashtead Group (AHT.L): Ashtead is the 2nd largest equipment rental company in North America. The company supports 800k+ customers and has a fleet of 1M+ rental units, which are offered at 1,181 locations in the U.S., 136 in Canada and 191 in the U.K. Ashtead is headquartered in the U.K. but most of the business in the U.S. under the Sunbelt Rentals brand. The company acquired Sunbelt for $2.5M in 1990, which was based in North Carolina. Since then, Ashtead has expanded through a ser
March 11, 2024, 4:59 p.m.
AGB 2024.1 - Deere & Co. (DE): Deere is the leading producer of agriculture related machinery (60% market share of tractors in North America). Founded in 1837, the company has a long history of providing tractors, combines, pickers and harvesters to farmers around the world. Throughout the years, Deere has spent billions of dollars on R&D and acquisitions so that their end customers can lower their input costs while increasing crop productivity. Many of the recent technology enhancements involve
Jan. 29, 2024, 5:59 p.m.
AGB 2023.10 - Equity Lifestyle Properties (ELS): Equity Lifestyle is one of the two largest owners of manufactured housing (MH), recreational vehicle (RV), marina properties. As of the third quarter of 2023, the company owns and operates 72.7k MH sites, 62.7k RV sites and 6.9k Marina slips across 450 properties in 35 U.S. states and Canada. Many of the properties are located near retirement and vacation destinations, of which many are near lake, river and coastal areas. Equity Lifestyle was foun
Dec. 11, 2023, 5:58 p.m.
AGB 2023.9 - Amphenol Corp (APH): Amphenol is one of the leading designers and manufacturers of electronic connectors and sensors. The company started as a manufacturer of sockets for cathode ray tubes used in radios in the 1930s. Since then, the company has expanded to make connectors and components for many different types of applications across most industrial, auto, technology, communications, aerospace and military end markets. No industry vertical is greater than 25% of revenues and this d
Oct. 30, 2023, 4 p.m.
AGB 2023.8 - AutoZone (AZO): AutoZone is the leading auto parts retailer in the U.S., mainly known for servicing the do-it-yourself (DIY) market. As of 2023, the company operated over 6.3k stores in the U.S., 740 stores in Mexico and 100 stores in Brazil. Almost half of AutoZone’s domestic stores are located in its top 10 states, which are Texas, California, Florida, Ohio, Illinois, North Carolina, Michigan, Pennsylvania, New York and Georgia. Compared to the other large auto parts retailers, Au
Sept. 25, 2023, 5 p.m.
AGB 2023.7 - Ametek (AME): Ametek is a leading industrial conglomerate specializing in electronic instruments and electromechanical devices. The company is a serial acquirer of businesses that have technology differentiation within specific industrial niches. The acquisitions typically participate in oligopolistic markets where they can command up to 30% market share. Ametek then improves the cost structures, increasing margins over a three-year period, and reinvests capital to continue their gr
Aug. 21, 2023, 4:59 p.m.
AGB 2023.6 - U-Haul Holding Co. (UHAL): U-Haul is the leading truck and trailer rental company for do-it-yourself moving in North America. The company started in 1945 by renting moving trailers that customers hitched to their cars. By 1959, U-Haul rented trucks to customers through a network of independent dealers and opened its own retail locations by 1973. As of March 2023 (fiscal year end), the company operates the largest network of rental locations including 2.2k company operated stores and
July 17, 2023, 4:58 p.m.
AGB 2023.5 - Brown & Brown (BRO): Brown & Brown is the 6th largest insurance broker based on 2022 revenues. The company acts as an intermediary between insurance carriers that provide and customers that need insurance products and services. Most of Brown & Brown’s insurance products are under the categories of property & casualty, employee benefits and personal insurance. The company also offers write-your-own flood insurance products through their subsidiary, Wright National Flood Insurance Com
June 5, 2023, 4:59 p.m.
