CAT Caterpillar | Machinery | 89 | Moderate Buy | $989.00 |
GE GE Aerospace | Aerospace & Defense | 48 | Moderate Buy | $390.59 |
RTX RTX | Aerospace & Defense | 27 | Moderate Buy | $228.59 |
GEV GE Vernova | Electrical Equipment | 51 | Moderate Buy | $1,133.15 |
SIEGY Siemens | Industrial Conglomerates | 4 | Hold | N/A |
SBGSY Schneider Electric | Machinery | 9 | Buy | N/A |
EADSY Airbus | Aerospace & Defense | 11 | Moderate Buy | N/A |
BA Boeing | Aerospace & Defense | 23 | Moderate Buy | $272.44 |
ABBNY ABB | Electrical Equipment | 17 | Hold | $58.00 |
UNP Union Pacific | Ground Transportation | 32 | Moderate Buy | $320.89 |
RYCEY Rolls-Royce Holdings PLC | Aerospace & Defense | 6 | Buy | N/A |
ETN Eaton | Electrical Equipment | 32 | Moderate Buy | $430.89 |
SAFRY Safran | Aerospace & Defense | 6 | Moderate Buy | N/A |
DE Deere & Company | Machinery | 64 | Moderate Buy | $642.98 |
HTHIY Hitachi | Industrial Conglomerates | 2 | Hold | N/A |
UBER Uber Technologies | Ground Transportation | 58 | Moderate Buy | $104.60 |
LMT Lockheed Martin | Aerospace & Defense | 49 | Hold | $626.33 |
KYCCF Keyence | Machinery | 1 | Buy | N/A |
RR Rolls-Royce Holdings plc | Aerospace & Defense | 17 | Moderate Buy | GBX 1,521 |
PH Parker-Hannifin | Machinery | 43 | Moderate Buy | $1,027.38 |
HWM Howmet Aerospace | Aerospace & Defense | 31 | Moderate Buy | $300.33 |
CP Canadian Pacific Kansas City | Ground Transportation | 52 | Moderate Buy | C$134.36 |
BOUYF Bouygues | Construction & Engineering | 1 | Moderate Buy | N/A |
MSBHF Mitsubishi | Industrial Conglomerates | 2 | Hold | N/A |
CNR Canadian National Railway | Ground Transportation | 65 | Moderate Buy | C$183.29 |
ATLKY Atlas Copco | Machinery | 1 | Moderate Buy | N/A |
ADP Automatic Data Processing | Professional Services | 48 | Hold | $273.50 |
VRT Vertiv | Electrical Equipment | 42 | Moderate Buy | $337.33 |
TT Trane Technologies | Building Products | 36 | Moderate Buy | $520.07 |
GD General Dynamics | Aerospace & Defense | 49 | Moderate Buy | $409.68 |
PWR Quanta Services | Construction & Engineering | 53 | Moderate Buy | $765.48 |
GMBXF Grupo Mexico | Industrial Conglomerates | 1 | Hold | N/A |
CSX CSX | Ground Transportation | 80 | Moderate Buy | $51.31 |
MMM 3M | Industrial Conglomerates | 32 | Hold | $177.21 |
JCI Johnson Controls International | Building Products | 47 | Moderate Buy | $153.30 |
UPS United Parcel Service | Air Freight & Logistics | 62 | Hold | $117.41 |
EMR Emerson Electric | Electrical Equipment | 57 | Moderate Buy | $163.18 |
CMI Cummins | Machinery | 30 | Moderate Buy | $745.64 |
WM Waste Management | Commercial Services & Supplies | 52 | Moderate Buy | $258.89 |
BAESY Bae Systems | Aerospace & Defense | 5 | Moderate Buy | N/A |
ITW Illinois Tool Works | Machinery | 22 | Reduce | $281.25 |
MITSY Mitsui & Co. | Trading Companies & Distributors | 5 | Hold | N/A |
VCISY Vinci | Construction & Engineering | 3 | Moderate Buy | N/A |
MHVYF Mitsubishi Heavy Industries | Machinery | 1 | Hold | N/A |
CP Canadian Pacific Kansas City | Ground Transportation | 40 | Moderate Buy | $108.60 |
CTAS Cintas | Commercial Services & Supplies | 22 | Moderate Buy | $212.31 |
NOC Northrop Grumman | Aerospace & Defense | 26 | Moderate Buy | $655.30 |
HON Honeywell International | Industrial Conglomerates | 90 | Hold | $254.25 |
MIELY Mitsubishi Electric | Electrical Equipment | 4 | Buy | N/A |
CNI Canadian National Railway | Ground Transportation | 44 | Hold | $137.40 |
NSC Norfolk Southern | Ground Transportation | 50 | Hold | $348.00 |
FDX FedEx | Air Freight & Logistics | 114 | Moderate Buy | $350.54 |
URI United Rentals | Trading Companies & Distributors | 26 | Moderate Buy | $1,246.19 |
DHLGY DHL Group | Ground Transportation | 5 | Moderate Buy | N/A |
PCAR PACCAR | Machinery | 26 | Hold | $131.70 |
TDG Transdigm Group | Aerospace & Defense | 42 | Hold | $1,472.80 |
BA BAE Systems | Aerospace & Defense | 10 | Moderate Buy | GBX 2,267.50 |
BE Bloom Energy | Electrical Equipment | 54 | Moderate Buy | $246.18 |
RNMBY Rheinmetall | Aerospace & Defense | 3 | Moderate Buy | N/A |
HONA Honeywell Aerospace | Aerospace & Defense | 12 | Hold | $253.75 |
RELX Relx | Professional Services | 16 | Moderate Buy | N/A |
RSG Republic Services | Commercial Services & Supplies | 23 | Moderate Buy | $243.89 |
THLLY Thales | Aerospace & Defense | 1 | Moderate Buy | N/A |
FIX Comfort Systems USA | Construction & Engineering | 24 | Buy | $2,057.86 |
DAL Delta Air Lines | Passenger Airlines | 68 | Moderate Buy | $100.40 |
GWW W.W. Grainger | Trading Companies & Distributors | 30 | Hold | $1,270.50 |
TRI Thomson Reuters | Professional Services | 20 | Buy | C$162.33 |
WCN Waste Connections | Commercial Services & Supplies | 6 | Strong Buy | N/A |
FAST Fastenal | Trading Companies & Distributors | 28 | Hold | $48.83 |
CARR Carrier Global | Building Products | 57 | Moderate Buy | $73.67 |
LHX L3Harris Technologies | Aerospace & Defense | 22 | Moderate Buy | $365.00 |
SSUMY Sumitomo | Industrial Conglomerates | 3 | Hold | N/A |
HEI Heico | Aerospace & Defense | 29 | Moderate Buy | $374.56 |
MARUY Marubeni | Industrial Conglomerates | 4 | Hold | N/A |
HCMLY Holcim | Construction & Engineering | 3 | Moderate Buy | $16.80 |
ROK Rockwell Automation | Electrical Equipment | 45 | Hold | $468.05 |
WAB Wabtec | Machinery | 32 | Moderate Buy | $310.64 |
DSDVY DSV | Ground Transportation | 1 | Moderate Buy | N/A |
SDVKY Sandvik | Machinery | 10 | Hold | N/A |
FERG Ferguson | Trading Companies & Distributors | 31 | Moderate Buy | $277.21 |
AXON Axon Enterprise | Aerospace & Defense | 34 | Moderate Buy | $710.64 |
CODYY Compagnie de Saint-Gobain | Construction & Engineering | 3 | Hold | N/A |
FER Ferrovial | Construction & Engineering | 5 | Hold | $70.47 |
REL Relx | Professional Services | 6 | Buy | GBX 4,170 |
ODFL Old Dominion Freight Line | Ground Transportation | 75 | Hold | $226.55 |
SWRAY Swire Pacific | Industrial Conglomerates | 4 | Hold | N/A |
RKLB Rocket Lab | Aerospace & Defense | 39 | Moderate Buy | $110.29 |
UAL United Airlines | Passenger Airlines | 42 | Moderate Buy | $156.79 |
TRI Thomson Reuters | Professional Services | 29 | Moderate Buy | $143.92 |
ASAZY Assa Abloy | Building Products | 10 | Moderate Buy | N/A |
DTRUY Daimler Truck | Machinery | 8 | Moderate Buy | N/A |
PRYMY Prysmian | Electrical Equipment | 5 | Moderate Buy | N/A |
PAYX Paychex | Professional Services | 42 | Hold | $108.20 |
KMTUY Komatsu | Machinery | 5 | Hold | N/A |
LGRDY LeGrand | Electrical Equipment | 7 | Hold | N/A |
WCN Waste Connections | Commercial Services & Supplies | 25 | Moderate Buy | $200.89 |
AMKBY A.P. Moller-Maersk | Marine Transportation | 7 | Reduce | N/A |
FANUY Fanuc | Machinery | 2 | Strong Buy | N/A |
WEGZY WEG | Machinery | 1 | Hold | N/A |
ESLT Elbit Systems | Aerospace & Defense | 18 | Hold | $803.75 |
TYIDY Toyota Industries | Machinery | 1 | Hold | N/A |
HEI.A Heico | Aerospace & Defense | 1 | Buy | N/A |
EME EMCOR Group | Construction & Engineering | 18 | Moderate Buy | $898.75 |
BBD.A Bombardier | Aerospace & Defense | 2 | Buy | C$355.00 |
BBD.B Bombardier, Inc. Class B | Aerospace & Defense | 49 | Hold | C$309.00 |
SAABY Saab | Aerospace & Defense | 4 | Hold | N/A |
IR Ingersoll Rand | Machinery | 21 | Moderate Buy | $95.14 |
EXPGY Experian | Professional Services | 1 | Strong Buy | N/A |
TTNDY Techtronic Industries | Machinery | 3 | Hold | N/A |
SUNB Sunbelt Rentals Holdings, Inc. Common Stock | Trading Companies & Distributors | 14 | Hold | $82.50 |
RYAAY Ryanair | Passenger Airlines | 16 | Moderate Buy | $79.50 |
KHNGY Kuehne & Nagel International | Ground Transportation | 3 | Hold | N/A |
CICOY COSCO SHIPPING | Marine Transportation | 3 | Reduce | N/A |
XYL Xylem | Machinery | 25 | Moderate Buy | $154.00 |
CRS Carpenter Technology | Aerospace & Defense | 26 | Buy | $577.25 |
DOV Dover | Machinery | 33 | Moderate Buy | $238.29 |
SYM Symbotic | Machinery | 29 | Hold | $66.50 |
ATI ATI | Aerospace & Defense | 29 | Buy | $187.63 |
OTIS Otis Worldwide | Machinery | 19 | Hold | $94.09 |
CW Curtiss-Wright | Aerospace & Defense | 10 | Moderate Buy | $773.67 |
HUBB Hubbell | Electrical Equipment | 33 | Moderate Buy | $554.38 |
CPRT Copart | Commercial Services & Supplies | 11 | Hold | $43.50 |
KNYJY Kone Oyj | Machinery | 3 | Hold | N/A |
ASHTY Ashtead Group | Trading Companies & Distributors | 3 | Hold | N/A |
ICAGY International Consolidated Airlines Group | Passenger Airlines | 8 | Hold | N/A |
NVT nVent Electric | Electrical Equipment | 30 | Buy | $198.79 |
VWDRY Vestas Wind Systems AS | Electrical Equipment | 7 | Moderate Buy | N/A |
AER Aercap | Trading Companies & Distributors | 21 | Buy | $172.56 |
JBHT J.B. Hunt Transport Services | Ground Transportation | 48 | Moderate Buy | $286.30 |
HPGLY Hapag-Lloyd Aktiengesellschaft | Marine Transportation | 1 | Hold | N/A |
EXPN Experian | Professional Services | 13 | Buy | GBX 4,087.33 |
BDRBF Bombardier | Aerospace & Defense | 2 | Hold | $263.00 |
RBA RB Global | Commercial Services & Supplies | 4 | Buy | C$134.50 |
ALFVY Alfa Laval | Construction & Engineering | 4 | Hold | N/A |
VRSK Verisk Analytics | Professional Services | 24 | Moderate Buy | $236.27 |
ARXS Arxis | Aerospace & Defense | 11 | Moderate Buy | $53.18 |
WSP WSP Global | Construction & Engineering | 53 | Buy | C$296.17 |
SUNB Sunbelt Rentals | Trading Companies & Distributors | 2 | Hold | GBX 5,500 |
SGSOY SGS | Commercial Services & Supplies | 2 | Moderate Buy | N/A |
LUV Southwest Airlines | Passenger Airlines | 89 | Hold | $49.56 |
EXPD Expeditors International of Washington | Air Freight & Logistics | 35 | Hold | $166.67 |
GBERY Geberit | Building Products | 1 | Reduce | N/A |
VLTO Veralto | Machinery | 13 | Moderate Buy | $110.90 |
0RYA Ryanair Holdings (cdi) | Passenger Airlines | 2 | Buy | GBX 29 |
MTUAY MTU Aero Engines | Aerospace & Defense | 10 | Hold | N/A |
XPO XPO | Ground Transportation | 40 | Moderate Buy | $225.86 |
VACNY VAT Group | Machinery | 5 | Moderate Buy | N/A |
FTAI FTAI Aviation | Aerospace & Defense | 25 | Moderate Buy | $315.56 |
WWD Woodward | Aerospace & Defense | 25 | Buy | $406.45 |
AHT Ashtead Group | Trading Companies & Distributors | 5 | Reduce | GBX 5,075 |
SNA Snap-On | Machinery | 9 | Moderate Buy | $426.20 |
RS Reliance | Trading Companies & Distributors | 32 | Hold | $378.67 |
MTZ MasTec | Construction & Engineering | 58 | Buy | $431.42 |
FDXF FedEx Freight | Air Freight & Logistics | 12 | Moderate Buy | $177.90 |
EFX Equifax | Professional Services | 38 | Moderate Buy | $215.79 |
GFL GFL Environmental | Commercial Services & Supplies | 4 | Strong Buy | N/A |
IAG International Consolidated Airlines Group | Passenger Airlines | 12 | Moderate Buy | GBX 503 |
INIO Innio | Electrical Equipment | 9 | Moderate Buy | $42.90 |
BXBLY Brambles | Commercial Services & Supplies | 2 | Hold | $19.34 |
BR Broadridge Financial Solutions | Professional Services | 23 | Moderate Buy | $225.14 |
KUBTY Kubota | Machinery | 6 | Strong Buy | N/A |
WTKWY Wolters Kluwer | Commercial Services & Supplies | 2 | Moderate Buy | N/A |
JMHLY Jardine Matheson | Industrial Conglomerates | 1 | Buy | $90.00 |
SSNC SS&C Technologies | Professional Services | 32 | Moderate Buy | $93.25 |
FTV Fortive | Machinery | 24 | Hold | $63.10 |
TIH Toromont Industries | Trading Companies & Distributors | 42 | Moderate Buy | C$246.89 |
IHICY IHI | Machinery | 2 | Hold | N/A |
ITT ITT | Machinery | 22 | Moderate Buy | $234.75 |
WCC WESCO International | Trading Companies & Distributors | 34 | Buy | $374.29 |
RBC RBC Bearings | Machinery | 14 | Moderate Buy | $623.00 |
ROL Rollins | Commercial Services & Supplies | 17 | Hold | $48.71 |
APG APi Group | Construction & Engineering | 16 | Moderate Buy | $52.57 |
CHRW C.H. Robinson Worldwide | Air Freight & Logistics | 40 | Moderate Buy | $197.08 |
RBA RB Global | Commercial Services & Supplies | 28 | Buy | $128.00 |
IEX IDEX | Machinery | 10 | Moderate Buy | $251.44 |
KGSPY Kingspan Group | Building Products | 1 | Hold | N/A |
NDSN Nordson | Machinery | 19 | Moderate Buy | $311.29 |
J Jacobs Solutions | Professional Services | 40 | Moderate Buy | $153.60 |
LTM LATAM Airlines Group | Passenger Airlines | 23 | Buy | $66.27 |
QXO QXO | Trading Companies & Distributors | 29 | Moderate Buy | $29.71 |
STRL Sterling Infrastructure | Construction & Engineering | 26 | Buy | $657.00 |
CLH Clean Harbors | Commercial Services & Supplies | 31 | Moderate Buy | $354.57 |
TFII TFI International | Ground Transportation | 18 | Buy | C$184.40 |
LDOS Leidos | Professional Services | 42 | Hold | $156.40 |
ULS UL Solutions | Professional Services | 21 | Moderate Buy | $98.18 |
MAIR Madison Air Solutions | Building Products | 12 | Moderate Buy | $44.00 |
IESC IES | Construction & Engineering | 9 | Moderate Buy | $458.00 |
LII Lennox International | Building Products | 37 | Hold | $546.58 |
BWXT BWX Technologies | Aerospace & Defense | 33 | Moderate Buy | $228.20 |
TRU TransUnion | Professional Services | 27 | Moderate Buy | $94.38 |
GRAB Grab | Ground Transportation | 15 | Moderate Buy | $6.01 |
CSL Carlisle Companies | Building Products | 20 | Moderate Buy | $401.17 |
MLI Mueller Industries | Machinery | 11 | Buy | $75.00 |
MAS Masco | Building Products | 23 | Hold | $79.87 |
LECO Lincoln Electric | Machinery | 21 | Hold | $299.38 |
TXT Textron | Aerospace & Defense | 24 | Moderate Buy | $102.44 |
NXT Nextpower | Electrical Equipment | 61 | Moderate Buy | $146.12 |
NPNYY Nippon Yusen Kabushiki Kaisha | Marine Transportation | 1 | Hold | N/A |
GFL GFL Environmental | Commercial Services & Supplies | 24 | Moderate Buy | $54.75 |
UHAL U-Haul | Ground Transportation | 7 | Moderate Buy | $85.00 |
ALLE Allegion | Building Products | 21 | Hold | $164.75 |
HLMA Halma | Industrial Conglomerates | 14 | Moderate Buy | £4,809.30 |
EFGSY Eiffage | Construction & Engineering | 2 | Buy | N/A |
ALB Albemarle | Electrical Equipment | 97 | Moderate Buy | $199.22 |
FELTY Fuji Electric | Electrical Equipment | 1 | Reduce | N/A |
MSLOY Mitsui O.S.K. Lines | Marine Transportation | 1 | Hold | N/A |
WSO Watsco | Trading Companies & Distributors | 18 | Hold | $395.50 |
CNH CNH Industrial | Machinery | 25 | Hold | $12.58 |
GGG Graco | Machinery | 9 | Hold | $95.00 |
ZTO ZTO Express (Cayman) | Air Freight & Logistics | 15 | Buy | $27.03 |
AIT Applied Industrial Technologies | Trading Companies & Distributors | 13 | Moderate Buy | $336.71 |
EMBJ Embraer-Empresa Brasileira de Aeronautica | Aerospace & Defense | 15 | Moderate Buy | $67.83 |
OROVY Orient Overseas International | Marine Transportation | 1 | Hold | N/A |
MOG.A Moog | Aerospace & Defense | 4 | Buy | $462.33 |
CR Crane | Machinery | 13 | Buy | $236.33 |
FTT Finning International | Trading Companies & Distributors | 30 | Buy | C$115.78 |
GNRC Generac | Electrical Equipment | 46 | Moderate Buy | $284.84 |
RXEEY Rexel | Trading Companies & Distributors | 1 | Moderate Buy | N/A |
SKFRY AB SKF | Machinery | 10 | Hold | N/A |
CPCAY Cathay Pacific Airways | Passenger Airlines | 3 | Moderate Buy | N/A |
RTO Rentokil Initial | Commercial Services & Supplies | 17 | Moderate Buy | $31.90 |
IT Gartner | Professional Services | 24 | Hold | $182.30 |
HII Huntington Ingalls Industries | Aerospace & Defense | 35 | Hold | $378.88 |
EFN Element Fleet Management | Commercial Services & Supplies | 16 | Buy | C$41.88 |
OC Owens Corning | Building Products | 29 | Moderate Buy | $157.92 |
DY Dycom Industries | Construction & Engineering | 49 | Buy | $554.92 |
RRX Regal Rexnord | Electrical Equipment | 25 | Moderate Buy | $247.00 |
WTS Watts Water Technologies | Building Products | 15 | Hold | $345.30 |
CAE CAE | Aerospace & Defense | 27 | Moderate Buy | C$47.92 |
IKTSY Intertek Gp | Professional Services | 3 | Hold | N/A |
DLAKY Deutsche Lufthansa | Passenger Airlines | 15 | Reduce | N/A |
DRS Leonardo DRS | Aerospace & Defense | 16 | Moderate Buy | $53.60 |
FPS Forgent Power Solutions | Electrical Equipment | 18 | Moderate Buy | $56.75 |
STN Stantec | Construction & Engineering | 34 | Buy | C$144.42 |
KNX Knight-Swift Transportation | Ground Transportation | 72 | Moderate Buy | $84.44 |
WMS Advanced Drainage Systems | Building Products | 12 | Moderate Buy | $187.00 |
GEAGF GEA Group | Machinery | 2 | Buy | N/A |
TFII TFI International | Ground Transportation | 42 | Moderate Buy | $175.76 |
CACI CACI International | Professional Services | 21 | Moderate Buy | $609.09 |
HAGHY Hensoldt | Aerospace & Defense | 6 | Buy | N/A |
DCI Donaldson | Machinery | 17 | Moderate Buy | $97.83 |
PTAIY PT Astra International Tbk | Industrial Conglomerates | 1 | Hold | N/A |
PNR Pentair | Machinery | 28 | Hold | $89.94 |
AAL American Airlines Group | Passenger Airlines | 45 | Hold | $19.03 |
PAC Grupo Aeroportuario Del Pacifico | Transportation Infrastructure | 11 | Moderate Buy | $250.00 |
SMGZY Smiths Group | Machinery | 5 | Moderate Buy | N/A |
SPXC SPX Technologies | Machinery | 25 | Moderate Buy | $266.67 |
AYI Acuity | Electrical Equipment | 22 | Moderate Buy | $397.17 |
ADRZY Andritz | Industrial Services | 6 | Moderate Buy | N/A |
KTOS Kratos Defense & Security Solutions | Aerospace & Defense | 29 | Buy | $102.41 |
