| GE AerospaceGE |
$337.91 |
+0.71% |
$350,603M |
38.6x |
0.5% |
Buy |
| RTXRTX |
$200.27 |
+2.02% |
$270,252M |
32.6x |
1.4% |
Buy |
| CaterpillarCAT |
$584.57 |
−2.39% |
$267,496M |
22.9x |
1.1% |
Buy |
| GE VernovaGEV |
$797.04 |
−3.89% |
$210,958M |
20.9x |
0.3% |
Buy |
| SiemensSIE.DE |
€275.30 |
+1.38% |
€210,388M |
27.5x |
1.9% |
Buy |
| Deere &DE |
$687.64 |
−0.53% |
$185,405M |
38.2x |
0.9% |
Buy |
| Union PacificUNP |
$300.62 |
+1.22% |
$178,591M |
23.4x |
1.8% |
Buy |
| AirbusAIR.PA |
€209.15 |
+0.43% |
€165,049M |
26.8x |
1.5% |
Buy |
| Schneider ElectricSU.PA |
€242.50 |
+3.04% |
€142,521M |
29.1x |
1.7% |
Buy |
| Lockheed MartinLMT |
$603.12 |
+2.54% |
$139,324M |
21.4x |
2.3% |
Buy |
| EatonETN |
$354.22 |
−1.11% |
$137,614M |
35.4x |
1.2% |
Buy |
| BoeingBA |
$173.38 |
+0.58% |
$137,395M |
17.9x |
n/a |
Buy |
| SafranSAF.PA |
€310.90 |
−0.58% |
€128,682M |
33.4x |
1.1% |
Buy |
| Parker HannifinPH |
$965.17 |
+0.90% |
$121,705M |
33.2x |
0.8% |
Buy |
| Siemens EnergyENR.DE |
€131.62 |
+9.83% |
€111,989M |
42.5x |
0.5% |
Buy |
| General DynamicsGD |
$367.44 |
+1.48% |
$99,291M |
21.6x |
1.7% |
Buy |
| 3MMMM |
$189.37 |
+0.39% |
$97,853M |
28.3x |
1.6% |
Hold |
| United Parcel ServiceUPS |
$111.05 |
+0.08% |
$94,556M |
21.4x |
5.9% |
Hold |
| Waste ManagementWM |
$237.38 |
+0.33% |
$94,391M |
31.2x |
1.5% |
Buy |
| CSXCSX |
$51.08 |
+1.19% |
$94,161M |
26.6x |
1.1% |
Buy |
| Emerson ElectricEMR |
$167.54 |
−1.17% |
$93,839M |
35.0x |
n/a |
Buy |
| Trane TechnologiesTT |
$420.82 |
+0.06% |
$92,116M |
29.2x |
1.0% |
Buy |
| CintasCTAS |
$225.28 |
+0.95% |
$89,453M |
44.9x |
0.8% |
Buy |
| Quanta ServicesPWR |
$583.14 |
−1.41% |
$87,866M |
52.8x |
0.1% |
Buy |
| Howmet AerospaceHWM |
$219.05 |
+1.30% |
$87,108M |
43.0x |
0.2% |
Buy |
| Johnson ControlsJCI |
$141.12 |
−0.26% |
$85,482M |
29.9x |
n/a |
Buy |
| Illinois Tool WorksITW |
$288.05 |
+0.46% |
$81,864M |
25.7x |
2.3% |
Hold |
| Northrop GrummanNOC |
$548.61 |
+1.77% |
$77,938M |
17.3x |
1.7% |
Buy |
| Republic ServicesRSG |
$247.62 |
+0.34% |
$75,435M |
34.3x |
1.0% |
Buy |
| FedExFDX |
$319.48 |
+0.20% |
$74,822M |
17.2x |
1.7% |
Buy |
| VertivVRT |
$194.22 |
−3.12% |
$74,786M |
36.3x |
0.1% |
Buy |
| Norfolk SouthernNSC |
$327.93 |
+0.65% |
$73,659M |
27.5x |
1.6% |
Hold |
| Honeywell TechnologiesHON |
$228.22 |
−0.34% |
$72,332M |
11.3x |
3.4% |
Buy |
| W. W. GraingerGWW |
$1,472.91 |
+1.74% |
$68,953M |
32.4x |
0.6% |
Hold |
| TransDigmTDG |
$1,225.54 |
+0.55% |
$68,549M |
34.5x |
n/a |
Buy |
| United RentalsURI |
$1,104.94 |
−1.89% |
$68,414M |
24.3x |
0.7% |
Buy |
| Deutsche PostDHL.DE |
€59.18 |
+0.75% |
€66,237M |
17.8x |
3.2% |
Hold |
| FastenalFAST |
$54.84 |
+0.49% |
$62,918M |
44.6x |
1.8% |
Hold |
| VinciDG.PA |
€113.80 |
−0.83% |
€62,601M |
12.6x |
4.4% |
Buy |
| CumminsCMI |
$454.18 |
−2.63% |
$62,258M |
18.9x |
1.8% |
Buy |
| Delta Air LinesDAL |
$92.20 |
+0.44% |
$60,660M |
18.4x |
0.9% |
Buy |
| PaccarPCAR |
$105.57 |
+0.18% |
$55,583M |
20.1x |
1.3% |
Buy |
| Bloom EnergyBE |
$185.42 |
−4.36% |
$54,799M |
112.4x |
n/a |
Buy |
| AmetekAME |
$238.31 |
+0.03% |
$54,649M |
33.6x |
0.6% |
Buy |
| Honeywell AerospaceHONA |
$166.47 |
+1.03% |
$52,776M |
47.2x |
n/a |
Hold |
| L3HarrisLHX |
$275.96 |
+1.67% |
$51,384M |
25.7x |
1.8% |
Buy |
| WabtecWAB |
$303.49 |
+1.78% |
$50,926M |
37.7x |
0.4% |
Buy |
| Ferguson EnterprisesFERG |
$259.44 |
−0.19% |
$50,240M |
24.5x |
1.7% |
Buy |
| ThalesHO.PA |
€230.40 |
−0.99% |
€47,364M |
31.7x |
1.3% |
Buy |
| Rockwell AutomationROK |
$397.16 |
+2.00% |
$44,104M |
31.7x |
n/a |
Hold |
| Carrier GlobalCARR |
$53.01 |
−0.60% |
$43,371M |
n/a |
1.8% |
Buy |
| AenaAENA.MC |
€28.48 |
−1.66% |
€42,720M |
14.2x |
3.8% |
Hold |
| Poste italianePST.MI |
€25.38 |
+0.32% |
€40,470M |
13.8x |
3.3% |
Buy |
| United AirlinesUAL |
$120.56 |
+0.15% |
$39,169M |
11.0x |
n/a |
Buy |
| Comfort Systems USAFIX |
$1,105.93 |
−0.66% |
$38,922M |
23.9x |
0.3% |
Buy |
| FerrovialFER.MC |
€53.92 |
−0.66% |
€38,745M |
34.8x |
1.0% |
Buy |
| RheinmetallRHM.DE |
€823.00 |
−3.55% |
€38,408M |
28.7x |
1.4% |
Buy |
| Saint-GobainSGO.PA |
€75.28 |
−1.39% |
€36,718M |
14.0x |
3.1% |
Buy |
| LegrandLR.PA |
€138.35 |
+2.03% |
€36,261M |
25.9x |
1.7% |
Buy |
| Old DominionODFL |
$168.02 |
−1.68% |
$34,619M |
30.2x |
0.7% |
Hold |
| PrysmianPRY.MI |
€111.30 |
+3.82% |
€33,309M |
27.8x |
0.8% |
Buy |
| Ingersoll RandIR |
$85.86 |
−1.17% |
$32,972M |
24.3x |
0.1% |
Buy |
| Daimler TruckDTG.DE |
€42.65 |
−0.28% |
€32,300M |
23.3x |
4.5% |
Buy |
| CopartCPRT |
$32.30 |
−0.46% |
$29,920M |
20.8x |
n/a |
Buy |
| Otis WorldwideOTIS |
$78.13 |
−0.81% |
$29,745M |
19.4x |
2.2% |
Buy |
| LeonardoLDO.MI |
€50.65 |
−1.73% |
€29,215M |
23.8x |
1.2% |
Buy |
| VeraltoVLTO |
$118.21 |
+0.13% |
$28,742M |
29.2x |
0.4% |
Buy |
| EmcorEME |
$645.39 |
−1.15% |
$28,256M |
18.7x |
0.1% |
Buy |
| DoverDOV |
$212.00 |
−0.46% |
$28,198M |
24.7x |
1.0% |
Buy |
| Global PaymentsGPN |
$101.59 |
+3.91% |
$26,884M |
181.4x |
1.0% |
Hold |
| Verisk AnalyticsVRSK |
$204.02 |
+1.70% |
$26,173M |
30.9x |
1.0% |
Buy |
| VeoliaVIE.PA |
€34.21 |
−0.23% |
€25,042M |
19.9x |
4.4% |
Buy |
| Axon EnterpriseAXON |
$302.54 |
−0.21% |
$24,637M |
97.3x |
n/a |
Buy |
| Expeditors InternationalEXPD |
$189.19 |
−0.21% |
$24,426M |
24.0x |
0.8% |
Hold |
| ACSACS.MC |
€90.95 |
+0.89% |
€23,654M |
19.9x |
2.6% |
Buy |
| IAGIAG.MC |
€5.44 |
−0.15% |
€23,580M |
8.4x |
1.9% |
Buy |
| Hubbell IncorporatedHUBB |
$437.79 |
−0.86% |
$23,131M |
25.7x |
1.3% |
Buy |
| Southwest AirlinesLUV |
$46.32 |
+0.04% |
$22,673M |
22.6x |
1.6% |
Hold |
| XylemXYL |
$96.84 |
−2.44% |
$22,209M |
21.5x |
1.7% |
Buy |
| EquifaxEFX |
$188.23 |
−0.05% |
$22,114M |
30.5x |
1.2% |
Buy |
| J.B. HuntJBHT |
$226.27 |
+0.87% |
$21,093M |
31.9x |
0.8% |
Buy |
| FedEx FreightFDXF |
$129.83 |
+0.60% |
$19,412M |
38.1x |
n/a |
Buy |
| Snap-onSNA |
$373.28 |
−0.14% |
$19,254M |
19.4x |
2.6% |
Buy |
| MTU Aero EnginesMTX.DE |
€355.80 |
−1.41% |
€19,167M |
20.3x |
n/a |
Buy |
| Jacobs SolutionsJ |
$157.11 |
+0.46% |
$18,552M |
52.2x |
0.9% |
Buy |
| NordsonNDSN |
$325.10 |
+0.39% |
$18,114M |
32.9x |
1.0% |
Hold |
| IDEXIEX |
$236.90 |
+0.41% |
$17,401M |
32.9x |
1.2% |
Buy |
| Stanley Black & DeckerSWK |
$116.44 |
−1.41% |
$17,314M |
20.9x |
2.9% |
Hold |
| BouyguesEN.PA |
€43.46 |
−0.41% |
€16,748M |
21.7x |
4.8% |
Buy |
| MascoMAS |
$84.80 |
−1.30% |
$16,347M |
18.4x |
1.5% |
Hold |
| AllegionALLE |
$189.49 |
−0.54% |
$16,114M |
23.6x |
1.1% |
Buy |
| C.H. RobinsonCHRW |
$128.99 |
0.00% |
$14,955M |
23.2x |
2.0% |
Buy |
| TextronTXT |
$86.82 |
+1.65% |
$14,707M |
15.6x |
0.1% |
Buy |
| Bureau VeritasBVI.PA |
€30.03 |
+0.23% |
€13,284M |
26.6x |
3.1% |
Buy |
| Huntington Ingalls IndustriesHII |
$313.57 |
+3.03% |
$12,357M |
16.9x |
1.8% |
Buy |
| Lennox InternationalLII |
$347.93 |
−0.44% |
$11,902M |
15.7x |
1.5% |
Hold |
| GEA GroupG1A.DE |
€72.50 |
+0.42% |
€11,797M |
26.4x |
1.8% |
Buy |
| AccionaANA.MC |
€218.80 |
+0.83% |
€11,641M |
33.1x |
2.6% |
Sell |
| PentairPNR |
$69.63 |
−0.81% |
$11,117M |
19.0x |
1.5% |
Hold |
| GeneracGNRC |
$181.78 |
−3.69% |
$10,723M |
35.9x |
n/a |
Buy |
| EiffageFGR.PA |
€107.90 |
−0.83% |
€10,574M |
9.8x |
4.4% |
Buy |
| A. O. SmithAOS |
$64.36 |
−1.29% |
$8,645M |
18.0x |
2.2% |
Hold |
| LogistaLOG.MC |
€37.12 |
−0.70% |
€4,906M |
17.7x |
n/a |
Hold |
| FincantieriFCT.MI |
€12.30 |
−1.99% |
€4,656M |
23.2x |
n/a |
Buy |
| IvecoIVG.MI |
€14.36 |
−0.31% |
€3,823M |
n/a |
n/a |
Hold |
| SacyrSCYR.MC |
€4.22 |
0.00% |
€3,352M |
24.8x |
4.7% |
Buy |
| AvioAVIO.MI |
€31.76 |
−1.61% |
€1,554M |
66.2x |
0.5% |
Buy |