Drugmakers have dominated the Big Cap 20 list for months, but some retailers have been sneaking their way up the list of big companies the healthy earnings gains. O’Reilly Automotive (ORLY) has been a growth story for several years. Motorists are keeping their cars longer, helping the market for aftermarket parts. As of Sept. 30, O’Reilly operated 4,311 stores in 43 states. O’Reilly has proved to be a stock an investor can sleep with.