| Airlines |
Alaska Air Group |
ALK |
Hold |
| Airlines |
Allegiant Travel |
ALGT |
Buy |
| Airlines |
American Airlines Group |
AAL |
Hold |
| Airlines |
Delta Air Lines |
DAL |
Hold |
| Airlines |
JetBlue |
JBLU |
Buy |
| Airlines |
Southwest Airlines |
LUV |
Buy |
| Airlines |
Spirit Airlines, Inc. |
SAVE |
Hold |
| Airlines |
United Airlines Holdings |
UAL |
Buy |
| Chemicals |
Air Products & Chemicals, Inc. |
APD |
Hold |
| Chemicals |
Albemarle Corporation |
ALB |
Buy |
| Chemicals |
Axalta Coating Systems |
AXTA |
Hold |
| Chemicals |
Celanese Corporation |
CE |
Hold |
| Chemicals |
Dow Inc. |
DOW |
Hold |
| Chemicals |
Eastman Chemical |
EMN |
Buy |
| Chemicals |
FMC Corporation |
FMC |
Buy |
| Chemicals |
Huntsman Corporation |
HUN |
Buy |
| Chemicals |
Linde Plc |
LIN |
Hold |
| Chemicals |
Livent Corporation |
LTHM |
Hold |
| Chemicals |
LyondellBasell Industries |
LYB |
Hold |
| Chemicals |
Olin Corporation |
OLN |
Buy |
| Chemicals |
PPG Industries |
PPG |
Hold |
| Chemicals |
RPM International |
RPM |
Hold |
| Chemicals |
Sherwin-Williams Company |
SHW |
Hold |
| Chemicals |
Univar Inc. |
UNVR |
Buy |
| Chemicals |
W. R. Grace & Co. |
GRA |
Buy |
| Chemicals |
Westlake Chemical |
WLK |
Hold |
| Electrical Equipment & Multi-Industry |
3M Co |
MMM |
Hold |
| Electrical Equipment & Multi-Industry |
ABB Ltd |
ABB |
Hold |
| Electrical Equipment & Multi-Industry |
Acuity Brands |
AYI |
Hold |
| Electrical Equipment & Multi-Industry |
Allegion |
ALLE |
Hold |
| Electrical Equipment & Multi-Industry |
Ametek |
AME |
Buy |
| Electrical Equipment & Multi-Industry |
Crane Co |
CR |
Buy |
| Electrical Equipment & Multi-Industry |
Dover Corp |
DOV |
Buy |
| Electrical Equipment & Multi-Industry |
DuPont de Nemours, Inc. |
DD |
Hold |
| Electrical Equipment & Multi-Industry |
Eaton Corp |
ETN |
Hold |
| Electrical Equipment & Multi-Industry |
Emerson Electric Co |
EMR |
Buy |
| Electrical Equipment & Multi-Industry |
Flowserve Corp |
FLS |
Hold |
| Electrical Equipment & Multi-Industry |
Fortive Corp |
FTV |
Hold |
| Electrical Equipment & Multi-Industry |
General Electric Co |
GE |
Hold |
| Electrical Equipment & Multi-Industry |
Honeywell International Inc |
HON |
Buy |
| Electrical Equipment & Multi-Industry |
Hubbell Inc |
HUBB |
Buy |
| Electrical Equipment & Multi-Industry |
IDEX Corp |
IEX |
Hold |
| Electrical Equipment & Multi-Industry |
Illinois Tool Works |
ITW |
Hold |
| Electrical Equipment & Multi-Industry |
Ingersoll-Rand PLC |
IR |
Buy |
| Electrical Equipment & Multi-Industry |
ITT Corp |
ITT |
Buy |
| Electrical Equipment & Multi-Industry |
Johnson Controls, Inc. |
JCI |
Hold |
| Electrical Equipment & Multi-Industry |
Lennox International |
LII |
Sell |
| Electrical Equipment & Multi-Industry |
nVent Electric plc |
NVT |
Hold |
| Electrical Equipment & Multi-Industry |
Parker Hannifin |
PH |
Hold |
| Electrical Equipment & Multi-Industry |
Pentair Inc |
PNR |
Hold |
| Electrical Equipment & Multi-Industry |
Rockwell Automation Inc |
ROK |
Hold |
| Electrical Equipment & Multi-Industry |
Roper Technologies |
ROP |
Hold |
| Electrical Equipment & Multi-Industry |
Schneider Electric |
SU-FR |
Hold |
| Electrical Equipment & Multi-Industry |
Siemens |
SIE-DE |
Buy |
| Electrical Equipment & Multi-Industry |
SPX Corp |
SPXC |
Buy |
| Electrical Equipment & Multi-Industry |
SPX Flow |
FLOW |
Hold |
| Electrical Equipment & Multi-Industry |
Stanley Black & Decker, Inc. |
SWK |
Buy |
| Electrical Equipment & Multi-Industry |
United Technologies Corp |
UTX |
Buy |
| Electrical Equipment & Multi-Industry |
Watsco |
WSO |
Hold |
| Electrical Equipment & Multi-Industry |
Xylem |
XYL |
Hold |
| Engineering & Construction |
Aecom |
ACM |
Buy |
| Engineering & Construction |
Fluor Corp. |
FLR |
Hold |
| Engineering & Construction |
Granite Construction |
GVA |
Buy |
| Engineering & Construction |
Jacobs Engineering |
JEC |
Buy |
| Engineering & Construction |
KBR, Inc |
KBR |
Buy |
| Engineering & Construction |
McDermott International |
MDR |
Hold |
| Engineering & Construction |
Quanta Services, Inc. |
PWR |
Buy |
| Global Aerospace & Defense |
Airbus |
AIR-FR |
Buy |
| Global Aerospace & Defense |
BAE Systems |
BA-GB |
Buy |
| Global Aerospace & Defense |
Boeing |
BA |
Buy |
| Global Aerospace & Defense |
Bombardier |
BBD.B-CA |
Hold |
| Global Aerospace & Defense |
Cobham |
COB-GB |
Hold |
| Global Aerospace & Defense |
General Dynamics |
GD |
Buy |
| Global Aerospace & Defense |
HEICO Corporation |
HEI |
Buy |
| Global Aerospace & Defense |
Hexcel |
HXL |
Buy |
| Global Aerospace & Defense |
Huntington Ingalls Industries |
HII |
Buy |
| Global Aerospace & Defense |
L3Harris Technologies |
LHX |
Buy |
| Global Aerospace & Defense |
Lockheed Martin |
LMT |
Buy |
| Global Aerospace & Defense |
Meggitt |
MGGT-GB |
Hold |
| Global Aerospace & Defense |
MTU Aero Engines |
MTX-DE |
Hold |
| Global Aerospace & Defense |
Northrop Grumman |
NOC |
Buy |
| Global Aerospace & Defense |
Raytheon |
RTN |
Hold |
| Global Aerospace & Defense |
Rolls-Royce |
RR-GB |
Hold |
| Global Aerospace & Defense |
Safran |
SAF-FR |
Buy |
| Global Aerospace & Defense |
Spirit AeroSystems |
SPR |
Hold |
| Global Aerospace & Defense |
Textron |
TXT |
Hold |
| Global Aerospace & Defense |
TransDigm |
TDG |
Buy |
| Global Aerospace & Defense |
Triumph Group |
TGI |
Buy |
| Machinery |
AGCO Corporation |
AGCO |
Hold |
| Machinery |
Allison Transmission |
ALSN |
Hold |
| Machinery |
Ashtead Group |
AHT-GB |
Hold |
| Machinery |
Caterpillar Inc. |
CAT |
Buy |
| Machinery |
CNH Industrial |
CNHI |
Hold |
| Machinery |
Cummins Inc. |
CMI |
Hold |
| Machinery |
Deere & Company |
DE |
Hold |
| Machinery |
Lincoln Electric Holdings |
LECO |
Sell |
| Machinery |
Navistar Intl. Corp. |
NAV |
Hold |
| Machinery |
PACCAR Inc. |
PCAR |
Sell |
| Machinery |
Rexnord Corporation |
RXN |
Buy |
| Machinery |
Sensata Technologies |
ST |
Hold |
| Machinery |
Terex Corporation |
TEX |
Hold |
| Machinery |
Timken |
TKR |
Buy |
| Machinery |
United Rentals, Inc. |
URI |
Buy |
| Machinery |
Volvo |
VOLV.B-SE |
Sell |
| Machinery |
WABCO Holdings Inc. |
WBC |
Hold |
| Metals & Mining |
Agnico Eagle Mines |
AEM |
Hold |
| Metals & Mining |
Alcoa |
AA |
Buy |
| Metals & Mining |
Arch Coal Inc. |
ARCH |
Buy |
| Metals & Mining |
Barrick Gold |
GOLD |
Hold |
| Metals & Mining |
Coeur Mining |
CDE |
Buy |
| Metals & Mining |
CONSOL Coal Resources LP |
CCR |
Hold |
| Metals & Mining |
Consol Energy Inc |
CEIX |
Buy |
| Metals & Mining |
Freeport McMoRan |
FCX |
Buy |
| Metals & Mining |
Hecla Mining |
HL |
Hold |
| Metals & Mining |
Kinross Gold |
KGC |
Hold |
| Metals & Mining |
Newmont Goldcorp Corp. |
NEM |
Buy |
| Metals & Mining |
Peabody |
BTU |
Buy |
| Metals & Mining |
Ramaco Resources |
METC |
Buy |
| Packaging & Forest Products |
Amcor Plc |
AMCR |
Hold |
| Packaging & Forest Products |
Aptargroup Inc |
ATR |
Sell |
| Packaging & Forest Products |
Ball Corp |
BLL |
Sell |
| Packaging & Forest Products |
Berry Global |
BERY |
Buy |
| Packaging & Forest Products |
Boise Cascade |
BCC |
Buy |
| Packaging & Forest Products |
Clearwater Paper |
CLW |
Buy |
| Packaging & Forest Products |
Crown Holdings Inc |
CCK |
Buy |
| Packaging & Forest Products |
Domtar Corp |
UFS |
Buy |
| Packaging & Forest Products |
DS Smith Plc |
SMDS-GB |
Buy |
| Packaging & Forest Products |
Graphic Packaging |
GPK |
Buy |
| Packaging & Forest Products |
International Paper Co |
IP |
Buy |
| Packaging & Forest Products |
Louisiana-Pacific Corp |
LPX |
Buy |
| Packaging & Forest Products |
Norbord |
OSB-CA |
Buy |
| Packaging & Forest Products |
Owens-Illinois Inc |
OI |
Buy |
| Packaging & Forest Products |
Packaging Corp of America |
PKG |
Buy |
| Packaging & Forest Products |
PotlatchDeltic Corp |
PCH |
Hold |
| Packaging & Forest Products |
Rayonier Inc |
RYN |
Hold |
| Packaging & Forest Products |
Sealed Air Corp |
SEE |
Hold |
| Packaging & Forest Products |
Silgan Holdings Inc |
SLGN |
Buy |
| Packaging & Forest Products |
Smurfit Kappa Group |
SK3-IE |
Buy |
| Packaging & Forest Products |
Sonoco Products Co |
SON |
Hold |
| Packaging & Forest Products |
WestRock |
WRK |
Buy |
| Packaging & Forest Products |
Weyerhaeuser Co |
WY |
Buy |
