Best Long Term Stock Ideas

A board to discuss Long Term Stock Ideas -


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AGRO -

Scotts Miracle-Gro (SMG) - Consumer lawn and garden products (4.5 Bil, 874) ---------- 2.7%


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BASIC MATERIALS - (3)

Balchem (BCPC) - Chemicals, ingredients for food, nutritional, pharma, steriliz (2.9 Bil, 38) 0.52% 
Berry Plastics Group (BERY) - Plastic packaging and engineered materials (7 Bil, 17) ----- 0%
DowDupont (DWDP) - Chemicals (123 Bil, 33) -------------------------------------------------------- 2.8%
Lyondell Basell (LYB)-Chemicals, polymers, gasoline components(33 Bil, 7)(Netherlands)4.6%  
PolyOne (POL) - Specialized polymer materials (2.4 Bil, 16) --------------------------------------- 2.5%
PPG Industries (PPG) - Coatings and specialty products (26 Bil, 20) --------------------------- 1.8%
Quaker Chemical (KWR) - Specialty chemicals (2.6 Bil, 44) --------------------------------------  0.76% 
RPM International (RPM) - Coatings, sealants, building materials (8 Bil, 31) -----------------  2.5%
Sherwin Williams (SHW) - Paints and coatings (38 Bil, 36) ---------------------------------------- 1.1% 
WD-40 Company (WDFC) - WD-40 + multi-purpose maintenance products (2.4 Bil, 38) --- 1.9%
Weyerhaueser (WY) - Timberland, lumber (18 Bil, 25) ----------------------------------------------- 5.6%
WR Grace (GRA) - Specialty chemicals and materials (5 Bil, 31) ---------------------------------- 1.4%


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CONSUMER - BEVERAGES - NON-ALCOHOL - (2)

Coca Cola (KO) - Beverages (192 Bil, 30) --------------------------------------------------------- 3.5%
Fomex (FMX) - Beverages (Mexico) (32 Bil, 38) ------------------------------------------------- 1.6%
Monster Beverage (MNST) - Non-alcoholic beverages (33 Bil, 34) -------------------------  0%
National Beverage (FIZZ) - Beverages (2.7 Bil, 18) --------------------------------------------  0%
PepsiCo (PEP) - Beverages, snack foods (162 Bil, 13) ----------------------------------------- 3.2%


CONSUMER - BEVERAGES - ALCOHOL - (1)

Anheuser Busch (BUD) - Beer (158 Bil, 37) (Belgium) ------------------------------------------ 4.1%
Boston Beer (SAM) - Alcoholic beverages (3.6 Bil, 40) ------------------------------------------  0%
Brown Forman (BF.B) - Distiller, Jack Daniels, many others (23 Bil, 31) -------------------- 1.3%
Compania Cervecerias Unidas (CCU) - Beverages, alcohol, non-alc (5 Bil, 11)(Chile)  1.8%
Constellation Brands (STZ) - Wine, beer, spirits (32 Bil, 10) ---------------------------------- 1.7%
Diageo (DEO) - Alcoholic beverages , UK (94 Bil, 25) -------------------------------------------- 1.7%


CONSUMER - FOOD - (2)

ConAgra Foods (CAG) - Packaged foods (11 Bil, 12) ------------------------------------------ 3.8%
Flowers Foods (FLO) - Packaged bakery products (4.3 Bil, 27) ----------------------------- 3.6%
General Mills (GIS) - Packaged foods (28 Bil, 14) ----------------------------------------------- 4.2%
Hormel (HRL) - Meat and food products (23 Bil, 25) --------------------------------------------- 1.9%
J+J Snack Foods (JJSF) - Snack foods (2.8 Bil, 34) -------------------------------------------- 1.3%
Kellogg (K) - Cereal, convenience foods (19 Bil, 14) -------------------------------------------- 4.1%
Mondelez Intl (MDLZ) - Food products (formerly part of Kraft) (67 Bil, 20) ---------------- 2.2%
Nestle (NSRGY) - Food products, (Switzerland) (273 Bil, 34) --------------------------------- 2.7%
Smucker (SJM) - Food products (12 Bil, 19) ------------------------------------------------------- 3.3%
Treehouse (THS) - Packaged foods (3.3 Bil, NA) -------------------------------------------------  0%


CONSUMER - FOOD - MISC - (1)

B&G Foods (BGS) - Packaged food and household products (1.6 Bil, 9) --------------------- 7.8%
Calavo Growers (CVGW) - Markets and distributes avacados (1.5 Bil, 45) ------------------ 1.2%
Cal-Maine Foods (CALM) - Eggs (2.1 Bil, 10) -------------------------------------------------------- 1.3%
Ingredion (INGR) - Food ingredients (6 Bil, 15) ------------------------------------------------------ 2.7%
Lancaster Colony (LANC) - Specialty foods, glassware, candles (4.2 Bil, 28) -------------- 1.7%
Unilever (UL) - Food, beverages, pers care + cleaning products, UK-Dutch (141 Bil, 22) - 3.3%


CONSUMER - FOOD - RETAIL + RESTAURANTS - (1)

Kroger (KR) - Grocery stores (20 Bil, 7) -------------------------------------------------------------- 2.2%
McDonalds (MCD) - Fast food restaurants (137 Bil, 24) ----------------------------------------- 2.6%
Yum Brands (YUM) - Fast food restaurants (30 Bil, 21) ------------------------------------------ 1.7%


CONSUMER - FLAVOR + FRAGRANCES - (2)

Givauden (GVDNY) - Flavors and fragrances, (Switzerland) (23 Bil, 33) ------------------- 2.4%
Intl Flavors + Fragrances (IFF) - Flavor and fragrance products (13 Bil. 33) ------------- 2.4%
McCormick (MKC) - Spices, herbs, flavorings (21 Bil, NA) ------------------------------------ 1.4%
Sensient (SXT) - Flavors and fragrances (2.7 Bil, 17) ------------------------------------------- 2.3%
Symrise (SYIEY) - Flavors, colors, fragrances, (Germany) (12 Bil, 37) --------------------- 1.2%


CONSUMER - PERSONAL CARE + CLEANING PRODUCTS - (4)

Church + Dwight (CHD) - Household and personal care products (16 Bil, 29) ---------- 1.4%
Clorox (CLX) - Cleaning, household products (20 Bil, 26) ------------------------------------- 2.4%
Colgate Palmolive (CL) - Personal and home care products (56 Bil, 24) ------------------ 2.6%
Ecolab (ECL) - Cleaning and sanitizing products and programs (49 Bil, 35) -------------- 1.1%
Kimberly Clark (KMB) - Paper based personal care products (40 Bil, 29) ---------------- 3.6%
Proctor & Gamble (PG) - Personal care and cleaning products (246 Bil, 24) ------------ 2.9%


CONSUMER - TOBACCO -

Altria (MO) - Tobacco products (104 Bil, 15) ------------------------------------------------------ 5.9%
British American Tobacco (BTI) - Tobacco products (84 Bil, 2) (UK) --------------------  6.8% 
Philip Morris (PM) - Tobacco products (136 Bil, 17) -------------------------------------------- 5.2%
Schweitzer Mauduit Intl (SWM) - Specialty paper for tobacco products (1.2 Bil, 12) -- 4.6%
Vector Group (VGR) - Tobacco products (1.6 Bil, 30) ------------------------------------------ 14.3%


CONSUMER - MISC -

Core Mark Holdings (CORE) - Distribution for the convenience retail industry (1.8 Bil, 39) 1.2%
Crown Crafts (CRWS) - Products for infants and toddlers (54 mil, 11) -------------------------- 6.1%
Leggett & Platt (LEG) - Diverse furnishings, fixtures, materials (6 Bil, 20) ----------------------3.4%


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ENERGY - (1)

Chevron (CVX) - Oil, gas, chemicals, mining, power generation (193 Bil) ----------------- 5.6%
Exxon Mobil (XOM) - Oil, gas, petrochemicals (353 Bil) --------------------------------------- 3.3%
Isramco (ISRL) - Oil and gas, Israel (332 mil) -----------------------------------------------------  0%
New Market Corp (NEU) - Petroleum additives, real estate devel (5 Bil) ------------------ 1.1%
Oneok (OKE) - Natural gas utility and production (10 Bil) -------------------------------------  6.8%
UGI Corp (UGI) - Distribution and marketing of energy products, propane (6 Bil) ------- 1.8%
World Fuel Services (INT) - Fuel products to aviation, marine, other (3 Bil) -------------  0.4%


ENERGY - PIPELINES -

Enbridge (ENB) - Oil and gas pipelines (39 Bil) (Canada) ------------------------------------- 3.3%
Pembina (PBA) - Oil and gas pipelines (11 Bil) (Canada) -------------------------------------  5.4%
TransCanada (TRP) - Oil and gas pipelines, electric power plants (Canada) ------------  3.8%


ENERGY / OTHER LPs -

Amerigas Partners LP (APU) - Distributor of propane gas (4 Bil) -------------------------- 7.5%
Buckeye Partners LP (BPL) - Oil and gas pipelines (10 Bil) --------------------------------- 6.1%
Enterprise Products Partners LP (EPD) - Oil and gas pipelines (61 Bil) ---------------- 4.6%
EQT Midstream Partners LP (EQM) - Oil and gas pipelines (5 Bil) ----------------------- 2.9%
Magellan Midstream Partners LP (MMP) - Oil and gas pipelines (18 Bil) --------------  3.5%
Western Gas Partners LP (WES) - Nat gas pipelines, processing (9 Bil) ---------------- 4.1%


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FINANCIAL - SERVICES - (3)

Cardtronics (CATM) - ATMs, automated financial services (2 Bil) -------------------------  0%
Equifax (EFX) - Financial services (12 Bil) ------------------------------------------------------- 1.2%
Factset Research Systems (FDS) - Finance / investment data (5 Bil) ------------------- 1.3%
Fidelity National Info Services (FIS) - Banking and payment technol svcs (16 Bil) -- 1.7%
Fiserv (FISV) - Financial services technology solutions (19 Bil) ----------------------------- 0%
PRA Group (PRAA) - Receivables collection services (3 Bil) --------------------------------  0%
Wire Card (WRCDF) - Outsourcing electronic payment transactions, Germany (5 bil) 0.46%


FINANCIAL - INSURANCE - (4)

Arch Capital Group (ACGL) - Insurance (8 Bil) --------------------------------------------------  0%
Chubb (CB) - Insurance (Ace Ltd, Switzerland) -------------------------------------------------- 2.2%
Erie Indemnity (ERIE) - Insurance (4 Bil) ---------------------------------------------------------- 3.3%
Everett Re (RE) - Insurance (7.8 Bil) ---------------------------------------------------------------- 2.1%
ProAssurance Corp (PRA) - Property and casualty insurance (3.2 Bil) --------------------2.0%
RLI Corp (RLI) - Insurance (2 Bil) -------------------------------------------------------------------- 1.4%
Travelers (TRV) - Insurance (32 Bil) ----------------------------------------------------------------- 2.4%


FINANCIAL - CREDIT CARDS - (2)

Mastercard (MA) - Financial services, credit transactions (88 Bil) --------------------------- 0.6%
Synchrony Financial (SYF) - Credit and consumer fincl svcs (General Electric)
Visa (V) - Credit services (132 Bil) -------------------------------------------------------------------- 0.7%


FINANCIAL - BANKING - (1)

Bar Harbor Bankshares (BHB) - Regional bank (215 mil) ------------------------------------- 2.8%
First Financial Bankshares (FFIN) - Regional bank (2 Bil) ------------------------------------ 2.1%
Signature Bank (SBNY) - Regional bank (6 Bil) --------------------------------------------------  0%


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HEALTHCARE - (5)

Abbott Labs ABT) - Diverse healthcare products (66 Bil) ------------------------------------- 2.2%
Acadia Healthcare (ACHC) - Behavioral healthcare services (5 Bil) ------------------------  0%
Cerner (CERN) - Health care information technology (18 Bil) ---------------------------------  0%
Chemed (CHE) - Hospice and palliative health care svs, Roto Rooter (1.7 Bil) ---------- 0.9%
Danaher (DHR) - Diverse healthcare related, other (80 Bil) ----------------------------------- 0.52%
DaVita (DVA) - Kidney dialysis services (18 Bil) ---------------------------------------------------  0%
Healthcare Services (HCSG) - Laundry + maint to h.care facil, dietary svcs (1.9 Bil) -- 2.3%
Johnson & Johnson (JNJ) - Diverse healthcare related products (285 Bil) --------------- 2.8%
Mednax (MD) - Neonatal and pediatric medicine, anesthesiology (8 Bil) -------------------  0%
Reckitt Benckiser (RBGLY) - Healthcare, hygiene, home care products, UK (62 Bil) -- 2.3%


HEALTHCARE - LONG TERM CARE - (2)

Addus Homecare (ADUS) - Services for elderly and disabled (248 mil) -------------------  0%
Ensign Group (ENSG) - Skilled nursing and rehabilitative services (746 mil) ------------ 0.85%


HEALTHCARE - MEDICAL DEVICES / EQUIPMENT - (5)

Abiomed (ABMD) - Medical devices for cardiology (4.1 Bil) -----------------------------------  0%
Align Technology (ALGN) - Invisalign orthodontics (8.6 Bil) ---------------------------------- 0%
Atrion (ATRI) - Medical equipment and supplies (725 mil) ------------------------------------ 0.8%
Becton Dickinson (BDX) - Medical devices, instruments, reagents (29 Bil) -------------- 1.7%
Cantel Medical (CMD) - Medical equipment (2 Bil) ----------------------------------------------  0.2%
Cooper Companies (COO) - Contact lenses, medical devices for women's health (7.6 Bil)
ICU Medical (ICUI) - Medical devices for infusion, oncology, critical care (1.8 Bil) -------  0%
Edwards Lifesciences (EW) - Medical devices, cardiac (37 Bil, 53) -------------------------- 0%
LeMaitre Vascular (LMAT) - Medical devices for peripheral vascular disease (244 mil) 1.2%
ResMed (RMD) - Products for sleep apnea (10 Bil) ---------------------------------------------- 1.6%
Teleflex (TFX) - Single-use medical devices (14 Bil) --------------------------------------------- 1.0%
Thermo Fisher Scientific (TMO)- Analytical instruments, equipment, reagents(50 Bil)0.49%
Varian Medical (VAR) - Medical devices for cancer, other conditions (8 Bil) --------------  0% 


HEALTHCARE - DISTRIBUTION - (1)

Cardinal Health (CAH) - Drug and medical product distribution (27 Bil) -------------------- 1.8%
Dentsply (XRAY) - Dental products (7 Bil) ---------------------------------------------------------- 0.6%
Henry Schein (HSIC) - Dental / medical products (10 Bil) --------------------------------------  0%
McKesson (MCK) - Pharmaceutical distribution, medical supplies, IT services (53 Bil)  0.4%


HEALTHCARE - ANALYTICAL / RESEARCH - (1)

Mettler-Toledo Intl (MTD) - Precision instruments for diverse applications (8.3 Bil) -----  0% 
Perkin Elmer (PKI) - Diverse analytical technologies, products, svcs (5 Bil) --------------- 0.6% 
Waters Corp (WAT) - Analytical instruments (10 Bil) ---------------------------------------------  0%


HEALTHCARE - CROs -

Icon PLC (ICLR) - Biopharma development outsourcing services (4.7 Bil) (Ireland) -----  0%


HEALTHCARE - DIAGNOSTICS - (6)

Agilent (A) - Bio analytical solutions and services (14 Bil) ------------------------------------- 0.9%
Bio-Rad Labs (BIO) - Biochemical analysis services for research, other (4.4 Bil) -------  0%
Bio-Techne (TECH) - Biotechnology products and diagnostics (4 Bil) ---------------------- 1.3%
Genomic Health (GHDX) - Genomic based lab services for cancer (815 mil) ------------  0%
Idexx Labs (IDXX) - Veterinary diagnostic products and services (6 Bil) -------------------  0%
Lab Corp of America (LH) - Diagnostic testing services (12 Bil) -----------------------------  0%
Neogen (NEOG) - Food safety testing (2 Bil) -------------------------------------------------------- 0%
NeoGenomics (NEO) - Cancer-focused testing laboratories (397 mil) ----------------------- 0%
Quest Diagnostics (DGX) - Diagnostic testing services (9.7 Bil) ---------------------------- 2.3% 


HEALTHCARE -  DRUGS - (2)

AbbVie (ABBV) - Research unit from Abbott Labs (120 Bil) ---------------------------------- 4.2%
Amgen (AMGN) - Biotechnology (129 Bil) --------------------------------------------------------- 1.9%
AstraZeneca (AZN) - Pharmaceuticals (89 Bil) --------------------------------------------------- 2.7%
Biomarin (BMRN) - Biotechnology (16 Bil) --------------------------------------------------------- 0%
Bristol Myers Squibb (BMY) - Parmaceuticals (104 Bil) --------------------------------------- 2.3%
GlaxoSmithKline (GSK) - Pharmaceuticals (115 Bil) ------------------------------------------- 5.9%
Novartis (NVS) - Pharmaceuticals (244 Bil) ------------------------------------------------------- 2.9%
Novo Nordisk (NVO) - Pharmaceuticals (129 Bil) ----------------------------------------------- 1.6%
Pfizer (PFE) - Pharmaceuticals (203 Bil) ----------------------------------------------------------- 3.4%
Taro Pharmaceuticals (TARO) - Pharmaceuticals, OTC, generic (Israel) (6 Bil) --------  0% 
Zoetis (ZTS) - Veterinary drugs and vaccines (46 Bil) ------------------------------------------- 0.7%


HEALTHCARE - DRUG - MISC - (1)

Cambrex (CBM) - Active pharmaceutical ingredients (1 Bil) ----------------------------------- 0%
West Pharmaceuticals (WST) - Drug packaging and delivery systems (4.1 Bil) ------- 0.81%


HEALTHCARE - DRUG DISTRIBUTION -

Amerisource Bergen (ABC) - Drug distribution (17 Bil) --------------------------------------- 1.25%
CVS Caremark (CVS) - Drugstores, retail products (91 Bil) ----------------------------------- 1.4%


HEALTHCARE - GENERIC DRUGS -

Allergan (AGN) - Generic drugs, other (115 Bil) -------------------------------------------------- 0.1%
Dr. Reddy's Labs (RDY) - Generic drugs (9 Bil) (India) ----------------------------------------- 0.5%
Mylan Labs (MYL) - Generic drugs (25 Bil) --------------------------------------------------------  0%



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INDUSTRIAL - (4)

Ametek (AME) - Advanced instruments, motors for diverse industries (12 Bil) ------------ 0.7%
AO Smith (AOS) - Water heaters and boilers (6 Bil) ---------------------------------------------- 1.2%
AZZ Inc (AZZ) - Galvanizing + welding svcs, equip to power + other industries (1.3 Bil)  1.1%
3M Company (MMM) - Diverse products - industrial, electric, energy, etc (106 Bil) ------ 1.5%
Carlisle Companies (CSL) - Diversified manufacturing, products (6 Bil) -------------------- 1.2%
Dover (DOV) - Industrial products and equipment (12 Bil) --------------------------------------- 2.3%
General Electric (GE) - Power generation, jet engines, medical equip ----------------------
John Bean Technol (JBT) - Products for food processing + air transport indust (1.0 Bil) 1.0%
Lennox (LII) - Heating, air conditioning, refrigeration, ventiliation equipment (5 Bil) ------ 1.1%
Middleby (MIDD) - Cooking and industrial equipment (6 Bil) -----------------------------------  0%
Nordson (NDSN) - Dispensing systems for diverse applications (5 Bil) ---------------------- 1.1%
Snap-On (SNA) - Tools and equipment (8 Bil) ------------------------------------------------------ 1.5%
Stanley Black & Decker (SWK) - Tools and household hardware (15 Bil) ------------------ 2.2%
United Technologies (UTX) - Diverse conglomerate (97 Bil) ---------------------------------- 2.2%


INDUSTRIAL - AEROSPACE - (1)

Astronics (ATRO) - Prods for aerospace, defense, cons elect, s.conductor industries (1 Bil) 
Heico (HEI) - Aerospace, defense, and electronics (3.3 Bil) ------------------------------------ 0.3%
Hexel (HXL) - Structural materials for aerospace, industrial (4.5 Bil) ------------------------- 0.85%
Transdigm (TDG) - Aerospace components for commercial + miltary (12 Bil) --------------  0%
Woodward (WWD) - Control systems for aerospace and energy industries (2.8 Bil) ----- 0.9%


INDUSTRIAL - DISTRIBUTION - (1)

Fastenal (FAST) - Industrial and construction supply distributor (13 Bil) --------------------- 2.2%
WW Grainger (GWW) - Distributor of maint, repair, and operations supplies (16 Bil) ----- 1.7%
MSC Industrials Direct (MSM) - Marketer and distributor of industrial products (5.5 Bil) 1.5%


INDUSTRIAL - FILTRATION - (1)

Donaldson (DCI) - Filtration systems (6 Bil) --------------------------------------------------------- 1.6%


INDUSTRIAL - GASES - (1)

Air Products + Chemicals (APD) ---------------------------------------------------------------------- 2.3%


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PACKAGING + CONTAINERS - (3)

Aptar Group (ATR) - Product containers, dispensing systems (4 Bil) ------------------------ 1.8%
Ball Corp (BLL) - Packaging, aerospace (8.6 Bil) -------------------------------------------------- 0.8%
Crown Holdings (CCK) - Containers for beverages, food, other (7 Bil) ----------------------  0%
Packaging Corp of America (PKG) - (8 Bil) Packaging, containers -------------------------- 2.8%
Silgan Holdings (SLGN) - Packaging, containers (3 Bil) ----------------------------------------- 1.2%
UFP Technologies (UFPT) - Packaging, component products (265 mil) ---------------------


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REITS - HEALTHCARE - (6)

CareTrust (CTRE) - Healthcare facilities REIT (2 Bil, 31, 3.67%) --------------------------- 3.67%
HCP Inc (HCP) - Healthcare facilities REIT (18 Bil) ---------------------------------------------- 6.2%
LTC Properties (LTC) - Healthcare facilities REIT (1.7 Bil, 11) ------------------------------- 5.1%
National Health Investors (NHI) - Healthcare facilities REIT (3 Bil) ------------------------ 6.1%
Omega Healthcare (OHI) - Healthcare facilities REIT (5 Bil) ---------------------------------- 3.7%
Universal Health Realty Income (UHT) - Healthcare facilities REIT (1 Bil, 43) --------- 3.6%
Ventas (VTR) - Healthcare facilities REIT (23 Bil) ------------------------------------------------ 3.3%
 Welltower (WELL) - Heathcare related properties REIT (29 Bil, 37) ------------------------ 4.7% 


REITS - STORAGE - (1)

Extra Space Storage (EXR) -Self storage facilities REIT (8 Bil) ----------------------------- 2.9%
Public Storage (PSA) - Self storage facilities REIT (33 Bil) ----------------------------------- 3.0%
Life Storage (LSI) - Self-storage properties REIT (Sovran) (3 Bil) -------------------------- 3.3%


REITS - RETAIL - (2)

Federal Realty Investment Trust (FRT) - Retail REIT (10 Bil) ------------------------------ 2.4%
National Retail Properties (NNN) - Retail REIT (5 Bil) ---------------------------------------- 5.0%
Realty Income (O)  - Retail / commercial REIT (12 Bil) ---------------------------------------- 5.0%
Retail Opportunity Investments Corp (ROIC) - Retail REIT (1.7 Bil) --------------------- 3.9%
Simon Property Group (SPG) - Retail REIT (61 Bil) ------------------------------------------- 3.0% 


REITS - RESIDENTIAL - (1)

American Campus Communities (ACC) - Student housing REIT (5 Bil) ---------------- 3.7%
Equity Lifestyle Properties (ELS) - Residential REIT (11 Bil) ------------------------------- 2.5%
Essex Property Trust (ESS) - Residential REIT (14 Bil) -------------------------------------- 2.7%


REITS - MISC -

CoreCivic (CXW) - Private prisons REIT (5 Bil) ----             ----------------------------------- 7.2%
CorSite Realty COR) - Data centers REIT (1 Bil) ------------ ----------------------------------- 3.6%
Four Corners Property Trust (FCPT) - Restaurant REIT (1.9 Bil, 22) -------------------- 4.2%
GEO Corp (GEO) - Private prisons REIT (3 Bil) -------------------------------------------------- 8.3%


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RETAIL - STORES - (1)

Casey's General Stores (CASY) - Convenience stores, self service gasoline (2.6 Bil) 1.2%
Costco (COST) - Discount variety warehouse outlets (67 Bil) -------------------------------- 0.9%
Dick's Sporting Goods (DKS) - Sporting goods retailer (6 Bil) ------------------------------ 1.1%
Dollar General (DG) - Variety stores (23 Bil) ----------------------------------------------------- 1.2%
Dollar Tree (DLTR) - Variety stores (17 Bil) -------------------------------------------------------  0%
Home Depot (HD) - Home improvement and construction products (153 Bil) ------------ 2.0% 
Lowes (LOW) - Home improvement and construction products (65 Bil) ------------------- 1.6%
Ross Stores (ROST) - Discount apparel and home fashion (22 Bil) ------------------------ 0.9%
TJX (TJX) - Discount apparel and home fashions (48 Bil) ------------------------------------- 1.0%
Wal-Mart (WMT) - Discount department stores (269 Bil) --------------------------------------- 2.4%


RETAIL - ONLINE STORES -

Amazon (AMZN) - Internet retailer (173 Bil) ------------------------------------------------------  0%
VIP Shop Holdings (VIPS) - Online discount retailer (China) (12 Bil) ----------------------


RETAIL - MANUFACTURING -

Hasbro (HAS) - Toys and games (10 Bil) ---------------------------------------------------------- 2.4%
Nike (NKE) - Athletic footwear, apparel, accessories (87 Bil) --------------------------------- 1.1%
VF Corp (VFC) - Apparel and footwear design, manufacturing, sourcing (27 Bil) ------- 1.7%
Williams Sonoma (WSM) - Houswares, specialty products (7 Bil) -------------------------- 1.6%
Wolverine (WWW) - Footwear, apparel accessories (3 Bil) ----------------------------------- 0.8%


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SERVICES - (6)

Accenture (ACN) - Business management services, Ireland (50 Bil) ---------------------- 2.4%
Alliance Data Services (ADS) - Marketing and loyalty solutions (16 Bil) -----------------  0%
Amerco (UHAL) - Moving and storage (6 Bil) ----------------------------------------------------  0% 
Automatic Data Processing (ADP) - Business outsourcing solutions (42 Bil) ---------- 2.3%
Bright Horizons Family Solutions (BFAM) - Child care services (3.8 Bil) --------------  0%
Cintas (CTAS) - Rental uniforms, first aid, safety, fire protection svcs (9.7 Bil) --------- 1.0%
Exponent (EXPO) - Engineering and scientific consulting services (1 Bil) ----------------1.4%
Gartner (IT) - Independent IT research and analysis (6 Bil) ---------------------
IHS Markitt (INFO) - Information and analysis to diverse industries (8 Bil) (UK) --------  0%
Maximus (MMS) - Business services to govt health + human svs agencies (4.1 Bil) -- 0.3%
Rollins (ROL) - Pest control services (4 Bil) ------------------------------------------------------ 1.4%
United Parcel Service (UPS) - Package delivery services (86 Bil) ------------------------- 3.0%


SERVICES - STAFFING -

On Asssignment (ASGN) - Diversified professional staffing (1.6 Bil) -----------------------


SERVICES - WASTE MANAGEMENT - (2)

Stericycle (SRCL) - Medical waste (10 Bil) -----------------------------------------------------  0%
US Ecology (ECOL) - Radioactive and hazardous waste disposal, recycling (1 Bil) - 1.6%
Waste Connections (WCN) - Waste services (6 Bil) ----------------------------------------- 1.0%
Waste Management (WM) - Waste services (25 Bil) ----------------------------------------- 2.8%


SERVICES - AUTOMOTIVE - (1)

AutoNation (AN) - New and used automotive sales and parts (7 Bil) ---------------------  0%
CarMax (KMX) - Used car dealerships & financing (13 Bil) ----------------------------------  0%
Copart (CPRT) - Online auctions, vehicles (4 Bil) ----------------------------------------------  0%



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TECHNOLOGY - BUSINESS SOFTWARE / SERVICES -

Amdocs (DOX) - Business software and svcs for communications (Israel) (8 Bil) ------ 1.3%
Cognizant Technology (CTSH) - IT outsourcing (38 Bil) -------------------------------------  0%
Sapiens Intl (SPNS) - Software for insurance industry (Israel) (392 mil) ------------------  0% 


TECHNOLOGY - INTERNET SOFTWARE / SERVICES - (1)

CGI Services (GIB) - Diverse IT and business services (Canada) (14 Bil) ---------------  0%
J2 Global (JCOM) - Internet services (3 Bil) ----------------------------------------------------- 1.7%
NetEase (NTES) - Internet services, China (11 Bil) -------------------------------------------- 1.6%


TECHNOLOGY - IT SERVICES - (2)

EPAM Systems (EPAM) - Software engineering, IT consulting (9 Bil) --------------------  0%
Scientific Applications Intl (SAIC) - IT svcs for govt + military (1.9 Bil) ----------------- 3.0%
ServiceNow (NOW) - Service management software (44 Bil) -------------------------------  0%
Tyler Technologies (TYL) - IT services for the public sector (4 Bil) -----------------------  0%
Virtusa (VRTU) - IT services (1 Bil) -----------------------------------------------------------------  0%


TECHNOLOGY - APPLICATION SOFTWARE - (4)

Ansys (ANSS) - Engineering simulation software (8 Bil) --------------------------------------  0%
Ellie Mae (ELLI) - Software solns + svcs for residential mortgage industry (2.2 Bil) ---  0%
Intuit (INTU) - Business and financial management solutions (23 Bil) -------------------- 0.9%
Magic Software Enterprises (MGIC) - Software (Israel) (282 mil) ------------------------- 3.0%
NIC Inc (EGOV) - IT services for Federal, state, local governments (1 Bil) --------------  0%
Open Text (OTEX) - ECM software, Canada (7 Bil) ------------------------------------------- 1.3%
Oracle (ORCL) - Enterprise software (177 Bil) -------------------------------------------------- 1.2%
Salesforce (CRM) - Enterprise cloud computing solutions (34 Bil) -------------------------


TECHNOLOGY - SECURITY SOFTWARE / SERVICES -

Check Point Software (CHKP) - Software + hardware for IT security (Israel) (15 Bil) - 0%
Nice Systems (NICE) - Software for customer interactions, security (Israel) (4 Bil) --- 1.1%
Proofpoint (PFPT) - Security software (2 Bil) ---------------------------------------------------  0%


TECHNOLOGY - ELECTRONICS -

Amphenol (APH) - Electrical, electronic, and fiber optic connectors (16 Bil) ------------ 1.1%
IPG Photonics (IPGP) - Optical fiber lasers and amplifiers (5 Bil) -------------------------  0%
Nova Measuring Instruments (NVMI) - Optical technol for semiconductors (313 mil)  0%
Teledyne (TDY) - Digital imaging systems, electronic (3.3 Bil) ------------------------------  0% 


TECHNOLOGY - SOCIAL NETWORKING -

Facebook (FB) - Social networking (239 Bil) -----------------------------------------------------


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TELECOM - (4)

ATT (T) - Telecom (173 Bil) --------------------------------------------------------------------------- 5.7%
American Tower (AMT) - Wireless + broadcast communic towers REIT (39 Bil)  ------ 1.8%
Atlantic Tele-Network (ATNI) - Telecom networks (1 Bil) ------------------------------------ 1.8%
Crown Castle Intl (CCI) - Wireless towers ( Bil) ------------------------------------------------- 4.2%
InterDigital (IDCC) - technology to enhance wireless communications (1.7 Bil) -------- 1.6%
SBA Communications (SBAC) - Wireless communication towers (14 Bil) ---------------  0%
Verizon (VZ) - Communications, information, entertainment (203 Bil) --------------------- 4.9%


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TRANSPORTATION - (2)

CH Robinson Worldwide (CHRW) - Freight logistics (11 Bil) ------------------------------- 2.0%
JB Hunt Transport Services (JBHT) - Trucking (10 Bil) -------------------------------------- 0.9%
Old Dominion Freight Line (ODFL) - Trucking (6 Bil) ----------------------------------------- 0%
XPO Logistics (XPO) - Transportation logistics (4 Bil) ----------------------------------------  0%


TRANSPORTATION - RAILROADS - (2)

Canadian National Railway (CNI) - Railroads, Canada (55 Bil) ---------------------------- 1.4%
CSX Transportation (CSX) - Railroads (35 Bil) ------------------------------------------------- 1.8%
Kansas City Southern (KSU) - Railroads (12 Bil) ---------------------------------------------- 1.1%
Norfolk Southern (NSC) - Railroad (34 Bil) ------------------------------------------------------ 2.1%
Pioneer Railcorp (PRRR) - Railroads (OTC) ----------------------------------------------------  0%
Union Pacific (UNP) - Railroads (90 Bil) ---------------------------------------------------------- 2.0%
Wabtec (WAB) - Products and svs for freight and passenger rail industries (8 Bil) ----- 0.3%

TRANSPORTATION - AUTO PARTS - (5)

Advance Auto Parts (AAP) - Automotive replacement parts (11 Bil) ---------------------- 0.2%
Autozone (AZO) - Automotive replacement parts and accessories (22 Bil) --------------  0%
Dorman Products (DORM) - Automotice replacement parts (1.8 Bil) ---------------------  0%
Genuine Parts (GPC) - Automotive + industrial replacement parts (15 Bil) -------------- 2.6%
Monroe Muffler & Brake (MNRO) - Auto repair and tire services (2 Bil) ----------------- 0.8%
O'Reilly Automotive (ORLY) - Aftermarket auto parts retailer (16 Bil) --------------------  0%


TRANSPORTATION - MISC -

Grupo Aeroportuario Del Sureste (ASR) - Airport operators, Mexico (41 Bil) --------- 2.5%
Polaris Industries (PII) - Off road vehicles (10 Bil) --------------------------------------------- 1.5%
Seaboard (SEB) - Diversified conglomerate, ocean transport, agro, energy (5 Bil) ----- 0%


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UTILITIES - WATER - (5)

American States Water (AWR) - Water utility ( Bil) --------------------------------------------- 2.1%
American Water Works (AWK) - Water utility (9 Bil) ------------------------------------------- 2.4%
Aqua America (WTR) - Water utility ( Bil) ---------------------------------------------------------- 2.5%
Connecticut Water Service (CTWS) - Water utility (420 mil) -------------------------------- 2.8% 
York Water (YORW) - Water utility (470 mil, 36, 2.03%)


UTILITIES - NATURAL GAS - (8)

Atmos Energy (ATO) - Natural gas utility (6 Bil) -------------------------------------------------- 2.9%
Chesapeake Utilities (CPK) - Natural gas utility (747 mil) ------------------------------------- 1.9%
Dominion Resorces (D) - Natural gas and electric utility (42 Bil) ---------------------------- 3.7%
DTE Energy (DTE) - Natural gas and electric utility (14 Bil) -----------------------------------  3.5%
Eversource Energy (ES) - Natural gas and electric utility (16 Bil) --------------------------- 3.4%
Spire (SR) - Natural gas utility (formerly Laclede) ------------------------------------------------ 3.7%
New Jersey Resources (NJR) - Natural gas utility (3 Bil) -------------------------------------- 3.5%
South Jersey Industries (SJI) - Natural gas utility (2 Bil) -------------------------------------- 3.8%


UTILITIES - ELECTRIC - (3)

CMS Energy (CMS) - Electric utility (9 Bil) --------------------------------------------------------- 3.4%
Consolidated Edison (ED) - Electric utility (17 Bil) ---------------------------------------------- 4.1%
Goldfield (GV) - Electricity transmission infrastructure (67 mil) -------------------------------  0%
IDA Corp (IDA) - Electric utility, hydroelectric, natural gas (3.1 Bil) -------------------------- 3.2%
MGE Energy (MGEE) - Diversified utility, electricity, natural gas (1.5 Bil) ------------------ 2.7%
NextEra Energy (NEE) - Electric utility, conventional, wind, solar (45 Bil) ----------------- 3.1% 
NI Source (NI) - Diversified utility ( Bil) -------------------------------------------------------------- 2.5%
Southern Company (SO) - Electric utility (40 Bil) ------------------------------------------------ 5.0%
Wisconsin Energy (WEC) - Diversified utility (11 Bil) ------------------------------------------- 3.5%
Xcel Energy (XEL) - Electric utility, diverse (17 Bil) ---------------------------------------------- 3.8%


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ACQUIRED -

Abaxis (ABAX) - Blood analysis systems (Zoetis)
ACE Limited (ACE) - Insurance, (Switzerland) (Chubb merger)
Actavis (ACT)  - Generic drugs, Ireland (81 Bil) (Allergan)
Airgas (ARG) - Industrial, medical, specialty gases (Air Liquide)
AmTrust Financial (AFSI) - Insurance (private equity)
BioReference Labs (BRLI) - Diagnostic tests (Opko)
Chemtura (CHMT) - Specialty chemicals (1.8 Bil) (Lanxess of Germany)
Clarcor (CLC) - Filtration, packaging (Parker Hannifin)
CR Bard (BCR) - Medical, surgical, diagnostic products (Becton Dickinson)
Cyberonics (CYBX) - Neuromodulation medical devices (Sorin merger)
Direct TV (DTV) - Direct broadcast satellite service provider (ATT)
Dr Pepper Snapple (DPS) - Beverages (Keurig, JAB Holding of Germany)
Express Scripts (ESRX) - Phamacy benefit management (Cigna)
Family Dollar (FDO) - Variety discount stores (Dollar Tree)
HCC Insurance Holdings (HCC) - Insurance (Tokio Marine)
iGate (IGTE) - IT services -- (Capegemini)
ITC Holdings (ITC) - Electric utility, electricity transmission (Fortis)
Kap Stone Paper + Packaging (KS) - Paper, corrugated products (WestRock)
LinkedIn (LNKD) -  Social networking service (33 Bil) (Microsoft)
Lorillard (LO) - Tobacco products -- (Reynolds American)
Mead Johnson Nutrition (MJN) - Pediatric nutritional products (Reckitt Benckiser)
Panera Bread (PNRA) - Retail bakery cafes (5 Bil) (JAB of Luxembourg)
Parexel Intl (PRXL) - Biopharma development outsourcing services (Pamplona Capital)
Piedmont Natural Gas (PNY) - Natural gas utility (Duke Energy)
Plum Creek Timber (PCL) - REIT, timberland, lumber prods, minerals, nat gas (Weyerhaueser)
Praxair (PX) - Industrial gases (Linde)
Quality Care Properties - (QCP) Healthcare facilities REIT, HCP spin off (Welltower)
Quintiles (Q) - Biopharma development outsourcing services (IMS Health)
Reynolds American (RAI) - Tobacco products (British American Tobacco)
Scana Corp (SCG) - Electric utility (Dominion Energy)
Sigma Aldrich (SIAL) - Chemicals, biochemicals, and equipment (Merck)
Snyders-Lance - (LNCE) - Snack foods (Campbell Soup)
Sunoco Logistics Partners LP (SXL) - Oil and gas pipelines (Energy Transfer Partners LP)
Syngenta (SYT) - Agro chemicals, seeds (Switzerland) (ChemChina)
Syntel (SYNT) - IT services and consulting (Atos)
Team Health Holdings (TMH) - Healthcare staffing and administrative svcs (Blackstone)
Terra Nitrogen LP  (TNH) - Agro chemicals (CF Industries)
Valspar (VAL) - Coatings, paints (Sherwin Williams)
Vascular Solutions (VASC) - Products for cardiology, catheter systems (Teleflex)
Vectren (VVC) - Natural gas utility (CenterPoint Energy)
WGL Holdings (WGL) - Natural gas utility (AltaGas Ltd)


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