Coverage Universe

Industry Vertical Company Ticker Rating
Chemicals Air Products & Chemicals, Inc. APD Buy
Chemicals Albemarle Corporation ALB Buy
Chemicals Arcadium Lithium plc ALTM Hold
Chemicals Axalta Coating Systems AXTA Hold
Chemicals Celanese Corporation CE Hold
Chemicals Corteva Inc CTVA Buy
Chemicals Dow Inc. DOW Hold
Chemicals Eastman Chemical EMN Hold
Chemicals Ecolab ECL Hold
Chemicals FMC Corporation FMC Buy
Chemicals Huntsman Corporation HUN Hold
Chemicals Int'l Flavors & Fragrances Inc. IFF Hold
Chemicals Linde Plc LIN Buy
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 Westlake Corporation 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 Ametek AME Buy
Electrical Equipment & Multi-Industry Carrier Global Corporation CARR Buy
Electrical Equipment & Multi-Industry Crane Company CR Hold
Electrical Equipment & Multi-Industry Dover Corp DOV Buy
Electrical Equipment & Multi-Industry DuPont de Nemours, Inc. DD Buy
Electrical Equipment & Multi-Industry Eaton Corp ETN Buy
Electrical Equipment & Multi-Industry Emerson Electric Co EMR Buy
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 IR Buy
Electrical Equipment & Multi-Industry Johnson Controls, Inc. JCI Hold
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 Buy
Electrical Equipment & Multi-Industry Otis Worldwide Corporation OTIS Hold
Electrical Equipment & Multi-Industry Parker Hannifin PH Buy
Electrical Equipment & Multi-Industry Rockwell Automation Inc ROK 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 Hold
Electrical Equipment & Multi-Industry Trane Technologies TT Hold
Electrical Equipment & Multi-Industry Veralto Corporation VLTO 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 Solutions 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 Tetra Tech, Inc. TTEK Hold
Engineering & Infrastructure Vulcan Materials Company VMC Buy
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 Buy
Global Aerospace & Defense Hexcel HXL Buy
Global Aerospace & Defense Howmet Aerospace HWM Buy
Global Aerospace & Defense Huntington Ingalls Industries HII Buy
Global Aerospace & Defense L3Harris Technologies LHX Buy
Global Aerospace & Defense Leonardo DRS DRS Buy
Global Aerospace & Defense Lockheed Martin LMT Hold
Global Aerospace & Defense MTU Aero Engines MTX-DE Buy
Global Aerospace & Defense Northrop Grumman NOC Hold
Global Aerospace & Defense Raytheon Technologies RTX Buy
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
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 Newmont NEM Buy
Metals & Mining Peabody BTU Hold
Transportation & Logistics ArcBest Corporation ARCB Buy
Transportation & Logistics C.H. Robinson Worldwide, Inc. CHRW Hold
Transportation & Logistics Canadian National Railway Company CNR-CA Hold
Transportation & Logistics Canadian Pacific Kansas City Limited CP-CA Buy
Transportation & Logistics Covenant Logistics Group, Inc. CVLG Buy
Transportation & Logistics CSX Corporation CSX Buy
Transportation & Logistics Cummins Inc. CMI Buy
Transportation & Logistics Expeditors International of Washington, Inc. EXPD Hold
Transportation & Logistics Fedex Corporation FDX Buy
Transportation & Logistics GXO Logistics, Inc. GXO Buy
Transportation & Logistics J.B. Hunt Transport Services, Inc. JBHT Buy
Transportation & Logistics Knight-Swift Transportation Holdings, Inc. KNX Buy
Transportation & Logistics Lyft, Inc. LYFT Buy
Transportation & Logistics Marten Transport, Ltd. MRTN Buy
Transportation & Logistics Nikola Corporation NKLA Buy
Transportation & Logistics Norfolk Southern Corporation NSC Buy
Transportation & Logistics Old Dominion Freight Line, Inc. ODFL Sell
Transportation & Logistics PACCAR Inc. PCAR Hold
Transportation & Logistics Radiant Logistics, Inc. RLGT Buy
Transportation & Logistics RXO, Inc. RXO Hold
Transportation & Logistics Ryder Systems, Inc. R Hold
Transportation & Logistics Uber Technologies, Inc. UBER Buy
Transportation & Logistics Union Pacific Corporation UNP Buy
Transportation & Logistics United Parcel Services, Inc. UPS Buy
Transportation & Logistics Wabash Corporation WNC Buy
Transportation & Logistics Werner Enterprises, Inc. WERN Hold
Transportation & Logistics XPO Logistics, Inc. XPO Hold

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