| Ticker | Company | Sector / Industry | SEC Baseline | Models & Theses | |
|---|---|---|---|---|---|
| AER | AerCap Holdings N.V. | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| AL | AIR LEASE CORP | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| AMH | American Homes 4 Rent | Finance, Insurance & Real Estate Real Estate Investment Trusts | not generated | — | ✨ Generate✍️ Post thesis |
| AMH-PG | American Homes 4 Rent | — | not generated | — | ✨ Generate✍️ Post thesis |
| AMH-PH | American Homes 4 Rent | — | not generated | — | ✨ Generate✍️ Post thesis |
| AYR | Aircastle LTD | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| BNO | United States Brent Oil Fund, LP | — | not generated | — | ✨ Generate✍️ Post thesis |
| BRKK | Barentsz Capital Ltd | Services Services-Management Consulting Services | not generated | — | ✨ Generate✍️ Post thesis |
| CAR | AVIS BUDGET GROUP, INC. | Services Services-Auto Rental & Leasing (No Drivers) | not generated | — | ✨ Generate✍️ Post thesis |
| COHR | COHERENT CORP. | Manufacturing Optical Instruments & Lenses | not generated | — | ✨ Generate✍️ Post thesis |
| CON | Concentra Group Holdings Parent, Inc. | Services Services-Specialty Outpatient Facilities, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| CTOS | Custom Truck One Source, Inc. | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| EQPT | EquipmentShare.com Inc | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| FTAI | FTAI Aviation Ltd. | Services Services-Miscellaneous Equipment Rental & Leasing | not generated | — | ✨ Generate✍️ Post thesis |
| HRI | HERC HOLDINGS INC | Services Services-Miscellaneous Equipment Rental & Leasing | not generated | — | ✨ Generate✍️ Post thesis |
| HTZ | HERTZ GLOBAL HOLDINGS, INC | Services Services-Auto Rental & Leasing (No Drivers) | not generated | — | ✨ Generate✍️ Post thesis |
| IQ | iQIYI, Inc. | Services Services-Video Tape Rental | not generated | — | ✨ Generate✍️ Post thesis |
| MGRC | MCGRATH RENTCORP | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| NFLX | NETFLIX INC | Services Services-Video Tape Rental | not generated | — | ✨ Generate✍️ Post thesis |
| NPKI | NPK International Inc. | Services Services-Miscellaneous Equipment Rental & Leasing | not generated | — | ✨ Generate✍️ Post thesis |
| PRG | PROG Holdings, Inc. | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| R | RYDER SYSTEM INC | Services Services-Auto Rental & Leasing (No Drivers) | not generated | — | ✨ Generate✍️ Post thesis |
| RENT | Rent the Runway, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| RKLIF | RENTOKIL INITIAL PLC /FI | — | not generated | — | ✨ Generate✍️ Post thesis |
| RTO | RENTOKIL INITIAL PLC /FI | Services Services-Management Services | not generated | — | ✨ Generate✍️ Post thesis |
| SMRT | SmartRent, Inc. | Services Services-Computer Integrated Systems Design | not generated | — | ✨ Generate✍️ Post thesis |
| SRNE | Sorrento Therapeutics, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| SUNB | Sunbelt Rentals Holdings, Inc. | — | not generated | — | ✨ Generate✍️ Post thesis |
| UHAL | U-Haul Holding Co /NV/ | Services Services-Auto Rental & Leasing (No Drivers) | not generated | — | ✨ Generate✍️ Post thesis |
| UPBD | UPBOUND GROUP, INC. | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| URI | UNITED RENTALS, INC. | Services Services-Equipment Rental & Leasing, NEC | not generated | — | ✨ Generate✍️ Post thesis |
| WSC | WillScot Holdings Corp | Services Services-Miscellaneous Equipment Rental & Leasing | not generated | — | ✨ Generate✍️ Post thesis |