| Chemicals |
Air Products & Chemicals, Inc. |
APD |
Hold |
| Chemicals |
Albemarle Corporation |
ALB |
Hold |
| 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 |
Buy |
| 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 |
Buy |
| 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 |
Tetra Tech, Inc. |
TTEK |
Hold |
| 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 |
Buy |
| 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 |
Buy |
| 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 |
| Transportation & Logistics |
ArcBest Corporation |
ARCB |
Hold |
| Transportation & Logistics |
C.H. Robinson Worldwide, Inc. |
CHRW |
Hold |
| Transportation & Logistics |
Canadian National Railway Company |
CNR-CA |
Hold |
| Transportation & Logistics |
Canadian Pacific Railway, Ltd |
CP-CA |
Buy |
| Transportation & Logistics |
CSX Corporation |
CSX |
Hold |
| Transportation & Logistics |
Expeditors International of Washington, Inc. |
EXPD |
Buy |
| Transportation & Logistics |
Fedex Corporation |
FDX |
Buy |
| Transportation & Logistics |
J.B. Hunt Transport Services, Inc. |
JBHT |
Buy |
| Transportation & Logistics |
Kansas City Southern |
KSU |
Hold |
| 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 |
Hold |
| Transportation & Logistics |
Old Dominion Freight Line, Inc. |
ODFL |
Hold |
| Transportation & Logistics |
Radiant Logistics, Inc. |
RLGT |
Buy |
| Transportation & Logistics |
Ryder Systems, Inc. |
R |
Buy |
| Transportation & Logistics |
Uber Technologies, Inc. |
UBER |
Buy |
| Transportation & Logistics |
Union Pacific Corporation |
UNP |
Buy |
| Transportation & Logistics |
United Parcel Services, Inc. |
UPS |
Buy |
| Transportation & Logistics |
Werner Enterprises, Inc. |
WERN |
Buy |
| Transportation & Logistics |
XPO Logistics, Inc. |
XPO |
Hold |
| Transportation & Logistics |
Yellow Corporation |
YELL |
Buy |
| 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 |
