"Montrose Environmental Group, Inc. (NYSE:MEG): MEG is a pure play environmental services company that offers end-to-end solutions for addressing environmental issues that are largely insulated from economic and political cycles. The stock performed well during the quarter once management clarified that the raised full year guidance was largely organic growth and not acquisition related. The stock was also buoyed by momentum on PFAS regulation ("forever chemicals") which may be an important revenue tailwind in the coming years for MEG given its various PFAS solutions including remediation and treatment."