Coverage Universe

Industry Vertical Company Ticker Rating
Airlines Alaska Air Group ALK Buy
Airlines Allegiant Travel ALGT Buy
Airlines American Airlines Group AAL Hold
Airlines Delta Air Lines DAL Buy
Airlines JetBlue JBLU Hold
Airlines Southwest Airlines LUV Hold
Airlines Spirit Airlines, Inc. SAVE Buy
Airlines United Airlines Holdings UAL Buy
Airlines Virgin Galactic Holdings SPCE Buy
Chemicals Air Products & Chemicals, Inc. APD Hold
Chemicals Albemarle Corporation ALB Sell
Chemicals Axalta Coating Systems AXTA Buy
Chemicals Celanese Corporation CE Hold
Chemicals Corteva Inc CTVA Buy
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 Sell
Chemicals LyondellBasell Industries LYB Buy
Chemicals Olin Corporation OLN Hold
Chemicals PPG Industries PPG Buy
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 Buy
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 Carrier Global Corporation CARR 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 Buy
Electrical Equipment & Multi-Industry Emerson Electric Co EMR Hold
Electrical Equipment & Multi-Industry Fortive Corp FTV Buy
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 Illinois Tool Works ITW Buy
Electrical Equipment & Multi-Industry Ingersoll Rand IR Hold
Electrical Equipment & Multi-Industry Johnson Controls, Inc. JCI Buy
Electrical Equipment & Multi-Industry Kone Oyj KNEBV-FI Hold
Electrical Equipment & Multi-Industry Lennox International LII Hold
Electrical Equipment & Multi-Industry nVent Electric plc NVT Hold
Electrical Equipment & Multi-Industry Otis Worldwide Corporation OTIS Buy
Electrical Equipment & Multi-Industry Parker Hannifin PH 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 Stanley Black & Decker, Inc. SWK Buy
Electrical Equipment & Multi-Industry Trane Technologies TT Buy
Electrical Equipment & Multi-Industry Vertiv Holdings Co. VRT Buy
Electrical Equipment & Multi-Industry Vontier Corp VNT Hold
Electrical Equipment & Multi-Industry Watsco WSO Hold
Engineering & Infrastructure AECOM ACM Buy
Engineering & Infrastructure Fluor Corp. FLR Buy
Engineering & Infrastructure Granite Construction GVA Buy
Engineering & Infrastructure Jacobs J Buy
Engineering & Infrastructure KBR, Inc KBR Buy
Engineering & Infrastructure Martin Marietta Materials, Inc. MLM Hold
Engineering & Infrastructure Quanta Services, Inc. PWR Buy
Engineering & Infrastructure Vulcan Materials Company VMC Hold
Flow Control/SMID Ametek AME Buy
Flow Control/SMID Crane Co CR Buy
Flow Control/SMID Flowserve Corp FLS Hold
Flow Control/SMID IDEX Corp IEX Hold
Flow Control/SMID ITT Corp ITT Buy
Flow Control/SMID Pentair Inc PNR Hold
Flow Control/SMID SPX Corp SPXC Hold
Flow Control/SMID SPX Flow FLOW Hold
Flow Control/SMID Xylem XYL Hold
Global Aerospace & Defense Airbus AIR-FR Buy
Global Aerospace & Defense BAE Systems BA-GB Buy
Global Aerospace & Defense Boeing BA Hold
Global Aerospace & Defense Bombardier BBD.B-CA Hold
Global Aerospace & Defense General Dynamics GD Buy
Global Aerospace & Defense HEICO Corporation HEI Hold
Global Aerospace & Defense Hexcel HXL Hold
Global Aerospace & Defense Howmet Aerospace HWM Buy
Global Aerospace & Defense Huntington Ingalls Industries HII Hold
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 Technologies RTX Buy
Global Aerospace & Defense Rolls-Royce RR-GB Hold
Global Aerospace & Defense Safran SAF-FR Hold
Global Aerospace & Defense Spirit AeroSystems SPR Hold
Global Aerospace & Defense Textron TXT Buy
Global Aerospace & Defense TransDigm TDG Hold
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 Buy
Machinery Lincoln Electric Holdings LECO Sell
Machinery PACCAR Inc. PCAR Hold
Machinery Rexnord Corporation RXN Buy
Machinery Terex Corporation TEX Buy
Machinery Timken TKR Hold
Machinery United Rentals, Inc. URI Buy
Machinery Volvo VOLV.B-SE Buy
Metals & Mining Agnico Eagle Mines AEM Hold
Metals & Mining Alcoa AA Buy
Metals & Mining Arch Resources ARCH Buy
Metals & Mining Barrick Gold GOLD Hold
Metals & Mining Coeur Mining CDE Buy
Metals & Mining Consol Energy Inc CEIX Buy
Metals & Mining Freeport McMoRan FCX Buy
Metals & Mining Hecla Mining HL Hold
Metals & Mining Newmont NEM Buy
Metals & Mining Peabody BTU Hold
Utilities & Power CMS Energy CMS Buy
Utilities & Power DTE Energy DTE Hold
Utilities & Power Duke Energy DUK Buy
Utilities & Power Edison International EIX Buy
Utilities & Power Entergy ETR Hold
Utilities & Power Exelon EXC Buy
Utilities & Power NextEra Energy NEE Hold
Utilities & Power NextEra Energy Partners NEP Buy
Utilities & Power NRG Energy NRG Buy
Utilities & Power PG&E Corp. PCG Buy
Utilities & Power PSEG PEG Hold
Utilities & Power Sempra Energy SRE Hold
Utilities & Power Vistra Corp. VST Buy

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