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Last Post: 3/27/2022 11:14:55 AM - Followers: 2 - Board type: Free - Posts Today: 0

 A board to discuss Long Term Stock Ideas -


________________________________________________________________________

AGRO -

Archer Daniels Midland (ADM) - Diverse agrobusiness (47 Bil) ----------------------- 1.9%
Deere (DE) -  Agricultural and construction equipment (126 Bil) ------------------------ 1.0%
Scotts Miracle-Gro (SMG) - Consumer lawn and garden products (7.8 Bil) -------- 2.0%  

Fidelity Agricultural Productivity Fund (FARMX) (%) ----------------------------------- 0.5%
VanEck Vectors Agribusiness ETF (MOO) (0.55%) -------------------------------------- 0.9%


________________________________________________________________________

ANIMAL SECTOR -

FreshPet (FRPT) - Refrigerated food for dogs and cats (4.4 Bil) ------------------------ 0% 
Idexx Labs (IDXX) - Veterinary diagnostic products and services (36 Bil, 0%)
Neogen (NEOG) - Food and animal diagnostic testing (4 Bil, 0%)
Zoetis (ZTS) Veterinary drugs and vaccines (92 Bil) ---------------------------------------- 0.7%

Proshares Pet Care ETF (PAWZ) - (0.5%) --------------------------------------------------- 1.6%


_________________________________________________________________________

BASIC MATERIALS -

Air Products + Chemicals (APD) - Atmospheric gases (51 Bil) ----------------------------------- 2.8%  
Avient (AVNT) -  Color additives, inks, polymers, formerly Polyone (5 Bil) ---------------------- 1.9%
Balchem (BCPC) - Chemicals, food ingr, nutritional, pharma, sterilization (4 Bil) ------------- 0.5%
Berry Plastics Group (BERY) - Plastic packaging and engineered materials (7 Bil, 17) ----- 0%
Dupont (DD) - Chemicals (123 Bil, 33) ------------------------------------------------------------------- 2.8%
Lyondell Basell (LYB)-Chemicals, polymers, gasoline components(33 Bil, 7)(Netherlands)4.6%
Novozymes (NVZMY)-Industrial enzymes,microorganisms (Denmark) (18 B) ----------------- 1.3%
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 (11 Bil) --------------------- 1.9%
Sherwin Williams (SHW) - Paints and coatings (67 Bil) --------------------------------------------- 0.9%
WD-40 Company (WDFC) - WD-40 + multi-purpose maintenance products (2.4 Bil, 38) --- 1.9%


_________________________________________________________________________

CANNABIS SECTOR -

GrowGeneration (GRWG) - Hydroponic + organic gardening stores (582 mil) ------ 0% 
Innovative Industrial Properties (IIPR) - Cannabis properties REIT (2.6 Bil, 3.8%)
Scotts Miracle-Gro (SMG) - Consumer lawn and garden products (7.8 Bil) -------- 2.0%  

AdvisorShares Pure Cannabis ETF (YOLO) (0.76%) ------------------------------------ 0.5%
AdvisorShares Pure US Cannabis ETF (MSOS) (0.73%) ------------------------------- 0% 
Amplify Seymour Cannabis ETF (CNBS) (Exp - 0.75%, Assets - 26 mil, Yld - 0.6%)
Cambria Cannabis ETF (TOKE) (Exp - 0.42%, Assets - 37 mil, Yld - 3.3%)
ETFMG Alternative Harvest ETF (MJ) (Exp - 0.75%, Assets - 1.6 Bil, Yld - 1.8%)
Global X Cannabis ETF (POTX) (Exp - 0.51%, Assets - 164 mil, Yld - 2.1%) 


_________________________________________________________________________

COMMUNICATIONS -

Meta Platforms (FB) - Online social media (Facebook) (589 Bil) ---------------------- 0% 
Sea Limited (SE) -  Digital games, entertainment, e-commerce, fincl svcs (97 Bil, 0%) (Singapore) 
Twilio (TWLO) - Communications based application programming interfaces (44 Bil, 0%)
Verizon (VZ) - Communications, info, entertainment products + svcs (220 Bil) ---- 5.0%

Defiance 5G Next Gen Connectivity ETF (FIVG) (Exp - 0.30%, 0.9%) 


_________________________________________________________________________

CONSUMER  - ETFs -

Fidelity Consumer Staples ETF (FSTA) (0.08%) --------------------------------------------- 2.4%  
SPDR Consumer Staples ETF (XLP) (0.12%) ------------------------------------------------- 2.5%  
Vanguard Consumer Staples Index ETF (VDC) (0.10%) ----------------------------------- 2.4%  


CONSUMER - PERSONAL CARE + CLEANING PRODUCTS - 

Church & Dwight (CHD) - Household, personal care products (24 Bil) -------------------- 1.1%
Clorox (CLX) - Cleaning, household products (20 Bil, 26) ------------------------------------- 2.4%
Colgate Palmolive (CL) - Personal and home care products (56 Bil, 24) ------------------ 2.6%
Kimberly Clark (KMB) - Paper based personal care products (40 Bil, 29) ---------------- 3.6%
Procter + Gamble (PG) - personal care products (379 Bil) ------------------------------------ 2.3%  
Unilever (UL) - Diverse consumer products (161 Bil, 3.2%) (Netherlands)


CONSUMER - BEVERAGES - NON-ALCOHOL -

Coca Cola (KO) - Beverages (270 Bil) ------------------------------------------------------------- 2.8%  
Monster Beverage (MNST) - Non-alcoholic beverages (33 Bil, 34) -------------------------  0%
National Beverage (FIZZ) - Beverages (2.7 Bil, 18) --------------------------------------------  0%
Pepsico (PEP) - Food and beverage (232 Bil) --------------------------------------------------- 2.6%  


CONSUMER - BEVERAGES - ALCOHOL -

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 (30 Bil) ------------------------- 1.1%
Constellation Brands (STZ) - Wine, beer, spirits (32 Bil, 10) ---------------------------------- 1.7%
Diageo (DEO) - Alcoholic beverages , UK (94 Bil, 25) -------------------------------------------- 1.7%


CONSUMER - FOOD - 

ConAgra Foods (CAG) - Packaged foods (11 Bil, 12) ------------------------------------------ 3.8%
Flowers Foods (FLO) - Packaged bakery products (5.3 Bil) ---------------------------------- 3.3%  
General Mills (GIS) - Packaged foods (28 Bil, 14) ----------------------------------------------- 4.2%
Hormel (HRL) - Meat and food products (27 Bil) -------------------------------------------------- 2.1%  
J+J Snack Foods (JJSF) - Snack foods (3.1 Bil) ------------------------------------------------- 1.5%
Kellogg (K) - Cereal, convenience foods (19 Bil, 14) -------------------------------------------- 4.1%
Mondelez Intl (MDLZ) - Food products (formerly part of Kraft) (88 Bil) --------------------- 2.2%  
Nestle (NSRGY) - Food products (Switzerland) (355 Bil) --------------------------------------- 2.4%  
Smucker (SJM) - Food products (12 Bil, 19) ------------------------------------------------------- 3.3%


CONSUMER - FOOD - MISC - 

Balchem (BCPC) - Chemicals, ingredients for food, nutritional, pharma, steriliz (4.5 Bil) - 0.5%
Calavo Growers (CVGW) - Markets and distributes avacados (1.5 Bil, 45) ------------------ 1.2%
Cal-Maine Foods (CALM) - Eggs (2.1 Bil, 10) -------------------------------------------------------- 1.3%
Else Nutrition (BABYF) - Food for infants, children (Canada, Israel) (163 mil, 0%)
Hain Celestial (HAIN) - Natural foods (4 Bil, 0%)
Ingredion (INGR) - Food ingredients (6 Bil, 15) ------------------------------------------------------ 2.7%
Lancaster Colony (LANC) - Food products for retail + foodservice mkt (4 Bil) -------------- 2.1%  
Performance Food Group (PFGC) - Food distribution (8 Bil) ------------------------------------  0% 
Unilever (UL) - Food, beverages, pers care + cleaning products, UK-Dutch (141 Bil, 22) - 3.3%


CONSUMER - FOOD - RETAIL + RESTAURANTS - 

Kroger (KR) - Grocery stores (20 Bil, 7) -------------------------------------------------------------- 2.2%
McDonalds (MCD) - Fast food restaurants (175 Bil) ---------------------------------------------- 2.3%  
Yum Brands (YUM) - Fast food restaurants (35 Bil) ---------------------------------------------- 1.9%


CONSUMER - FLAVOR + FRAGRANCES - 

Givauden (GVDNY) - Flavors and fragrances (Switzerland) (35 Bil) ------------------------- 1.9%
Intl Flavors + Fragrances (IFF) - Flavor and fragrance products (13 Bil. 33) ------------- 2.4%
McCormick (MKC) - Spices, herbs, flavorings (25 Bil) ------------------------------------------ 1.5% 
Sensient (SXT) - Flavors and fragrances (2.7 Bil, 17) ------------------------------------------- 2.3%
Symrise (SYIEY) - Flavors, colors, fragrances (Germany) (14 Bil) --------------------------- 1.1%


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%


_________________________________________________________________________


ENERGY - Clean Energy -

Solar Edge (SEDG) - Inverter systems for solar power (Israel) (16 Bil) ------------------  0% 

Alps Clean Energy ETF (ACES) (0.55%) -------------------------------------------------------- 0.5%
First Trust ISE Global Wind ETF (FAN) (0.61%) ---------------------------------------------- 1.1%
First Trust Nasdaq Clean Edge Green Energy Index ETF (QCLN) (0.60%) --------- 0.1%
Invesco Solar ETF (TAN) (0.69%) ----------------------------------------------------------------- 0.1%
Invesco MSCI Sustainable Future ETF (ERTH) (Exp- 0.58%, Assets - 486 mil, yld - 0.24%)
Invesco Wilderhill Clean Energy ETF (PBW) (0.70%) -------------------------------------- 0.8%
iShares - Global Clean Energy ETF (ICLN) (0.46%) ----------------------------------------- 0.7%
SPDR S+P Kensho Clean Power ETF (CNRG) (0.45%) ------------------------------------ 0.7%


ENERGY - 

Chevron (CVX) - Oil, gas, chemicals, mining, power generation (193 Bil) ----------------- 5.6%
Exxon Mobil (XOM) - Oil, gas, petrochemicals (353 Bil) --------------------------------------- 3.3%
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%


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) ---------------- 4.0%


________________________________________________________________________

FINANCIAL - SERVICES - 

CME Group (CME) - Futures and options exchanges (88 Bil) ------------------------------ 1.6%
Equifax (EFX) - Financial services (29 Bil) ------------------------------------------------------- 0.7%
FactSet Research Systems (FDS) - Finance / investment data (15 Bil) ----------------- 0.8%
Fidelity National Info Services (FIS) - Banking and payment technol svcs (16 Bil) -- 1.7%
Fiserv (FISV) - Financial services technology solutions (65 Bil) ----------------------------- 0% 
Global Payments (GPN) - Payment processing (52 Bil, 0.47%)
Jack Henry & Assoc (JKHY) - Payment processing services (13 Bil) --------------------- 1.1%
MSCI Inc (MSCI) - Equity indexes, analytics (42 Bil) ------------------------------------------- 0.8%
Paypal (PYPL) - Digital and mobile payments (138 Bil) ----------------------------------------  0% 
S+P Global (SPGI) - Financial information and analytics (134 Bil) -------------------------- 0.9%
Square (SQ) - Payment and point of sale solutions (81 Bil) ------------------------------------ 0% 
PRA Group (PRAA) - Receivables collection services (3 Bil) --------------------------------  0%


FINANCIAL - INSURANCE - 

Arch Capital Group (ACGL) - Insurance (17 Bil) ------------------------------------------------  0% 
Chubb Limited (CB) - Insurance (86 Bil) (HQ in Switzerland) -------------------------------- 1.6%
Erie Indemnity (ERIE) - Insurance (4 Bil) ---------------------------------------------------------- 3.3%
Everett Re (RE) - Insurance (11 Bil) ----------------------------------------------------------------- 2.2%  
Kinsale Capital Group (KNSL) - Property and casualty insurance (5.3 Bil) -------------- 0.2%
RLI Corp (RLI) - Insurance (5 Bil) -------------------------------------------------------------------- 1.0%
Travelers (TRV) - Insurance (42 Bil) ----------------------------------------------------------------- 2.1%  

FINANCIAL - CREDIT CARDS - 

Mastercard (MA) - Financial services, credit transactions (88 Bil) --------------------------- 0.6%
Synchrony Financial (SYF) - Credit and consumer fincl svcs (General Electric)
Visa (V) - Credit services (425 Bil) -------------------------------------------------------------------- 0.7%


FINANCIAL - BANKING - 

Bar Harbor Bankshares (BHB) - Regional bank (215 mil) ------------------------------------- 2.8%
First Financial Bankshares (FFIN) - Regional bank (7 Bil) ------------------------------------ 1.3%
Signature Bank (SBNY) - Regional bank (6 Bil) --------------------------------------------------  0%


Ark Fintech Innovation ETF (ARKF) (0.75%) ----------------------------------------------------- 0% 
ETFMG Prime Mobile Payments ETF (IPAY) (0.75%) ------------------------------------------ 0% 
Global X FinTech ETF (FINX) (0.68%) -------------------------------------------------------------- 0% 


_______________________________________________________________________

HEALTHCARE - 

Abbott Labs (ABT) - Diverse healthcare products (214 Bil) ----------------------------------- 1.6%
Acadia Healthcare (ACHC) - Behavioral healthcare services (5 Bil) ------------------------  0%
Chemed (CHE) - Hospice and palliative health care1 svs, Roto Rooter (7 Bil) ----------- 0.3%
Danaher (DHR) - Diverse healthcare related, other (200 Bil) ---------------------------------  0.4%
DaVita (DVA) - Kidney dialysis services (11 Bil) ---------------------------------------------------  0% 
Johnson & Johnson (JNJ) - Diverse healthcare related products (214 Bil) --------------- 1.6%
Reckitt Benckiser (RBGLY) - Healthcare, hygiene, home care products, UK (62 Bil) -- 2.3%
Steris (STE) - Infection prevention, heathcare products + svcs (Ireland) (13 Bil) --------- 0.7%



HEALTHCARE - LONG TERM CARE - 

Addus Homecare (ADUS) - Services for elderly and disabled (248 mil) -------------------  0%
Ensign Group (ENSG) - Skilled nursing and rehabilitative services (5 Bil) --------------- 0.3%


HEALTHCARE - MEDICAL DEVICES / EQUIPMENT - 

iShares US Medical Devices ETF (IHI) (0.42%) ------------------------------------------------ 0.2%

Abiomed (ABMD) - Medical devices for cardiology (4.1 Bil) -----------------------------------  0%
Align Technology (ALGN) - Invisalign orthodontics (35 Bil) ----------------------------------- 0% 
Atrion (ATRI) - Medical equipment and supplies (1.3 Bil) -------------------------------------- 1.1%
Becton Dickinson (BDX) - Medical devices, instruments, reagents (75 Bil) -------------- 1.3%
Cooper Companies (COO) - Contact lenses, medical devices for women's health (20 Bil) 0%
ICU Medical (ICUI) - Medical devices for infusion, oncology, critical care (5.8 Bil) -------  0% 
Edwards Lifesciences (EW) - Medical devices, cardiac (68 Bil) -----------------------------  0% 
LeMaitre Vascular (LMAT) - Medical devices for peripheral vascular disease (1 Bil) --- 1.1%
Masimo Corp (MASI) - Non-invasive monitoring technologies (13 Bil, 0%)
ResMed (RMD) - Products for sleep apnea (36 Bil) ---------------------------------------------- 0.7%
Teleflex (TFX) - Single-use medical devices (16 Bil) --------------------------------------------- 0.4%
Thermo Fisher Scientific (TMO)- Analytical instruments, equip, reagents(230 Bil) ----- 0.2%


HEALTHCARE - DISTRIBUTION - 

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 (12 Bil) --------------------------------------  0% 
McKesson (MCK) - Pharmaceutical distribution, medical supplies, IT services (45 Bil)  0.6%


HEALTHCARE - ANALYTICAL / RESEARCH - 

Mettler-Toledo Intl (MTD) - Precision instruments for diverse applications (32 Bil) ------  0% 
Perkin Elmer (PKI) - Diverse analytical technologies, products, svcs (23 Bil) ------------- 0.2%
Waters Corp (WAT) - Analytical instruments (20 Bil) ----------------------------------------------- 0% 


HEALTHCARE - BIOTECH -

Axsome Therapeutics (AXSM) - CNS disorders (3.4 Bil)
Cardiff Oncology (CRDF) - Cancer (503 mil)
Corvus Pharma (CRVS) - Immuno-oncolgy therapies (133 mil) (UK)
Curis (CRIS) - Cancer (952 mil)
CSL Ltd (CSLLY) - Plasma therapies, other (96 Bil, 1.0%) (Australia)
F-Star Therapeutics (FSTR) - Tetravalent bispecific antibodies for cancer therapy (98 mil) (UK)
Humanigen (HGEN) - MABs for immunotherapy and oncology, Covid (1.2 Bil)
Innovation Pharma (IPIX) - Cancer, inflam, antibiotics, acquired Polymedix (Cellceutix) (138 mil)
Kazia Therapeutics (KZIA) - Cancer (105 mil,) (Australia)
Magenta Therapeutics (MGTA) - Autoimmune, MAB conjugates (349 mil)
Myovant Sciences (MYOV) - Women's health and endocrine diseases (2.0 Bil) (UK)
Octernal Therapeutics (ONCT) - Cancer (339 mil)
Provention Bio (PRVB) - Immune mediated diseases (912 mil)

ARK Genomic Revolution ETF (ARKG) (0.75%) ------------------------------------------------ 0%


HEALTHCARE - CROs -

Icon PLC (ICLR) - CRO development svcs to biopharma ind (Ireland) (18 Bil) ----------- 0% 
IQVIA Holdings (IQV) -- CRO, analytics (Quintiles) (43 Bil) ----------------------------------- 0% 


HEALTHCARE - DIAGNOSTIC + RESEARCH

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% 
Waters (WAT) - Anaytical measurement equipment (18 Bil) ------------------------------------- 0% 


HEALTHCARE -  DRUGS - 

AbbVie (ABBV) - Research unit from Abbott Labs (120 Bil) ---------------------------------- 4.2%
Amgen (AMGN) - Biotechnology (129 Bil) --------------------------------------------------------- 1.9%
AstraZeneca (AZN) - Pharmaceuticals (188 Bil) (UK) ------------------------------------------ 2.4%  
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 (230 Bil) (Denmark) -------------------------------- 1.5%
Pfizer (PFE) - Pharmaceuticals (203 Bil) ----------------------------------------------------------- 3.4%
Taro Pharmaceuticals (TARO) - Pharmaceuticals, OTC, generic (Israel) (6 Bil) --------  0% 
Zoetis (ZTS) - Veterinary drugs and vaccines (92 Bil) ------------------------------------------ 0.7%


HEALTHCARE - DRUG - MISC - 

Avantor (AVTR) - Lab supplies, chemicals, reagents, nanolipids (21 Bil) ----------------- 0% 
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 -

Dr. Reddy's Labs (RDY) - Generic drugs (9 Bil) (India) ----------------------------------------- 0.5%
Viatris (VRTS) - Generic + biosimilar drugs (Pfizer-Mylan-Upjohn) (9 Bil, 0%)


HEALTHCARE - PSYCH MED -

Compass Pathways (CMPS) - A psilocybin formulation for treatment of resistant depression (1.6 Bil) (UK) 
Cybin Inc (CLXPF) - Psychedelic therapeutics for psychiatric + neurological conditions (223 mil) (Canada)
Mind Medicine (MMEDF) - Therapeutics based on pschedelic substances (1 Bil) (US)
Numinus Wellness (LKYSF) - Develop + deliver psychedelic-assisted psychotherapy (224 mil) (Canada)
PharmaTher (PHRRF) - Repurposing psychedelic-derived drugs using AI platform (20 mil) (Canada)
Psyched Wellness Ltd - (PSYCF) (27 mil) Psychedelic mushrooms related products (Canada)
Revive Therapeutics Ltd (RVVTF) - Psilocibin, cannabinoid + other for diverse tx (114 mil) (Canada)
Seelos Therapeutics, Inc. (SEEL) Intranasal racemic ketamine, diverse pipeline (281 mil)

AdvisorShares Psychedelics ETF (PSIL) 
Defiance Next Gen Altered Experience ETF (PSY)
Horizons Psychedelic Stock Index ETF (HPSYF) 


_________________________________________________________________________

INDUSTRIAL - 

Ametek (AME) - Advanced instruments, motors for diverse industries (12 Bil) ------------ 0.7%
Amphenol (APH) - Electrical, electronic + fiber optic connectors (36 Bil, 1.0%)
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%
Carrier (CARR) - HVAC, fire systems, security, building automation (30 Bil, 0.9%)
Dover (DOV) - Industrial products and equipment (12 Bil) --------------------------------------- 2.3%
Eaton (ETN) - Power management, diverse (47 Bil, 2.5%) (Ireland)
Generac (GNRC) - Power generation and storage equipment (20 Bil) ------------------------  0% 
General Electric (GE) - Power generation, jet engines, medical equip ----------------------
Idex Corp (IEX) - Diverse engineered products (15 Bil) ------------------------------------------ 1.1%
John Bean Technol (JBT) - Products for food processing + air transport indust (1.0 Bil) 1.0%
Lennox Intl (LII) - HVAC and related products (9 Bil) --------------------------------------------- 1.5%
Middleby (MIDD) - Cooking and industrial equipment (6 Bil) -----------------------------------  0%
Nordson (NDSN) - Dispensing systems for diverse industies (12 Bil) ------------------------ 1.0%
Otis Worldwide (OTIS) - Elevators, escalators (27 Bil, 1.3%)
Roper Technologies (ROP) - Diverse engineered products (50 Bil) -------------------------- 0.5%
Snap-On (SNA) - Tools and equipment (8 Bil) ------------------------------------------------------ 1.5%
Stanley Black & Decker (SWK) - Tools and household hardware (15 Bil) ------------------ 2.2%
Tetra Tech (TTEK) - Consulting and engineering services (8 Bil) ------------------------------ 0.5%
Trex Inc (TREX) -  composite products for decking and railings (12 Bil, 0%) 
Vertiv Holdings (VRT) - Power management products (6.3 Bil, 0%)


INDUSTRIAL - AEROSPACE - 

Astronics (ATRO) - Prods for aerospace, defense, cons elect, s.conductor industries (1 Bil) 
Heico (HEI) - Aerospace, defense, electronics (17 Bil) ------------------------------------------- 0.1%
Hexel (HXL) - Structural materials for aerospace, industrial (4.5 Bil) ------------------------- 0.85%
Honeywell (HON) - Aerospace, diverse conglomerate (123 Bil, 2.1%)
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 - 

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 - 

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


INDUSTRIAL - GASES - 

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


________________________________________________________________________


METALS + MINING -

Gold -

SPDR Gold Shares ETF (GLD) (0.40%) ------------------------------------------------ 0% 
iShares - Silver Trust ETF (SLV) (0,50%) ---------------------------------------------- 0% 
VanEck Vectors Gold Miners ETF (GDX) (0.52%) --------------------------------- 0.4%
Global X Silver Miners ETF (SIL) (0.65%) -------------------------------------------- 2.1%  

Agnico Eagle Mines (AEM) - Gold, silver, zinc, copper (24 Bil) (Canada) ---- 3.2%  
Barrick Gold (GOLD) -  Gold and copper (41 Bil) (Canada)----------------------- 1.8%
Franco-Nevada Corp (FNV) - Gold-focused royalty and streaming (29 Bil) -- 0.9%
Newmont Mining (NEM) - Gold, silver, copper, zinc, lead (54 Bil) -------------- 3.2%  

iShares Gold Trust ETF (IAU) (Exp - 0.25%, 
VanEck Junior Gold Miners ETF (GDXJ) 
ETFMG Prime Junior Silver Miners ETF (SILJ) (Exp - 0.69%, Yld - 1.5%)
iShares MSCI Global Silver and Metals Miners ETF (SLVP)(Exp - 0.39%,Assets - 236 mil,Yld - 2.4

Cameco (CCJ) - Uranium (Canada) (10 Bil) ------------------------------------------- 0.3%
Global X Uranium ETF (URA) (0.69%) ------------------------------------------------- 0.6%
Lynas Corp (LYSCF) - Rare earth minerals (Australia) (7 Bil) --------------------- 0% 
MP Materials (MP) - Rare earths in US (7 Bil) ----------------------------------------- 0% 
VanEck Vectors Green Metals ETF (GMET) (0.59%) ------------------------------ 1.4%
VanEck Vectors Rare Earth / Strategic Metals ETF (REMX) (0.59%) -------- 0.6%

American Battery Metals Co (ABML) - Exploration, mining, recycling of battery metals.(ABML) (1.8 Bil)

Aberdeen Standard Physical Platinum Shares ETF (PPLT) (Exp - 0.79%, Assets - 1.3 Bil, Yld - 0%)
United States Copper Index Fund, LP (CPER) (Exp - 0.76%, Assets - 86 mil, Yld - 0


________________________________________________________________________

Natural Resources -
 

FlexShares Global Upstream Nat Resources Index (GUNR) (0.46%) 2.5%  


LUMBER -
************
iShares Global Timber & Forestry ETF (WOOD) (0.43%) ---------------- 1.3%
Invesco MSCI Global Timber ETF (CUT) (0.61%) --------------------------- 1.5%

Weyerhaueser (WY) - Timberland, lumber (30 Bil) --------------------------- 1.8%


________________________________________________________________________

PACKAGING + CONTAINERS - 

Aptar Group (ATR) - Product containers, dispensing systems (4 Bil) ------------------------ 1.8%
Ball Corp (BLL) - Packaging, aerospace (8.6 Bil) -------------------------------------------------
Crown Holdings (CCK) - Packaging products + equip (15 Bil) --------------------------------- 0.7%
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) ---------------------


_______________________________________________________________________

REITS - ETFs -

Fidelity - MSCI  Real Estate Index ETF (FREL) (0.09%)------------------------ 2.9%  
Global X Data Center REITs Digital Infrastructure (VPN) (0.50%) --------- 1.5% 
Pacer Benchmark Data & Infrastructure R. Estate ETF (SRVR) (0.60%)  1.4%
SPDR Real Estate Select ETF (XLRE) (0.12%) ----------------------------------- 3.0%  
Vanguard Real Estate Index ETF (VNQ) (0.12%) -------------------------------- 2.2%  

iShares - Cohen and Steers REIT (ICF) --------------------------------------------- 3.27%
iShares - REIT (IYR) ----------------------------------------------------------------------- 4.10%


REITS - WIRELESS TOWERS - 

American Tower (AMT) - Wireless tower REIT (107 Bil) ------------------------- 2.4%  
Crown Castle Intl (CCI) - Wireless tower REIT (76 Bil) -------------------------- 3.4%  
SBA Communications (SBAC) - Wireless tower REIT (35 Bil) ----------------- 0.8%

REITS - DATA CENTERS -

Digital Realty Trust (DLR) - Data center REIT (39 Bil) --------------------------- 3.4%  
Equinix (EQIX) - Data center REIT (64 Bil) ------------------------------------------ 1.6%

REITS - SELF STORAGE -

Cube Smart (CUBE) - Self storage facilities REIT (12 Bil) ----------------------- 3.8%  
Extra Space Storage (EXR) - Self storage facilities REIT (27 Bil) ------------- 2.7%  
Life Storage (LSI) - Self-storage properties REIT, Sovran (12 Bil) ------------- 2.8%  
Public Storage (PSA) - Self storage facilities REIT (69 Bil) --------------------- 2.9%  

REITS - INDUSTRIAL -

Duke Realty (DRE) - Industrial warehouse REIT (20 Bil) ------------------------------- 2.1%  
EastGroup Properties (EGP) - Industrial property REIT, in Sunbelt (8 Bil) -------- 2.3%  
Prologis (PLD) - Warehouses, distribution centers, logistics REIT (107 Bil) ------- 2.2%  
Rexford Industrial Realty (REXR) - Industrial properties REIT in S. Calif (12 Bil) 1.8%
STAG Industrial (STAG) - Industrial properties REIT (7 Bil) ------------------ --------- 3.5%  

REITS - MISC -

Farmland Partners (FPI) - Farmland REIT (634 mil) ----------------------------------------- 1.5%
Four Corners Property Trust (FCPT) - Restaurant REIT (1.9 Bil, 22) ------------------ 4.2%
Gladstone Land (LAND) - Farmland REIT (1.1 Bil) ------------------------------------------- 1.8%
Innovative Industrial Properties (IIPR) - Cannabis properties REIT (5 Bil) ----------- 3.5%

REITS - HEALTHCARE - 

Alexandria Real Estate Equities (ARE) - Life sciences lab space (26 Bil) -------------- 2.8%  
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%
Medical Properties Trust (MPW) - Hospital REIT (13 Bil) ------------------------------------ 5.4%  
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 - RETAIL - 

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 (42 Bil) ---------------------------------------- 4.2%  
Retail Opportunity Investments Corp (ROIC) - Retail REIT (1.7 Bil) --------------------- 3.9%
Simon Property Group (SPG) - Retail REIT (61 Bil) ------------------------------------------- 3.0% 

REITS - RESIDENTIAL - 

American Campus Communities (ACC) - Student housing REIT (5 Bil) ---------------- 3.7%
AvalonBay Communities (AVB) - (35 Bil) - Apartment REIT (35 Bil) ---------------------- 2.5%  
Equity Lifestyle Properties (ELS) - Mobile home REIT, RV resorts, marinas (14 Bil)  2.2%  
Essex Property Trust (ESS) - Residential REIT (14 Bil) -------------------------------------- 2.7%

REITS - PRIVATE PRISONS -

CoreCivic (CXW) - Private prisons REIT (5 Bil) ----             ----------------------------------- 7.2%
GEO Corp (GEO) - Private prisons REIT (3 Bil) -------------------------------------------------- 8.3%


_________________________________________________________________________

RETAIL - STORES - 

Casey's General Stores (CASY) - Convenience stores, self service gasoline (2.6 Bil) 1.2%
Costco (COST) - Discount variety warehouse outlets (233 Bil) ------------------------------ 0.6%
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) -------------------------------------------------------  
Home Depot (HD) - Home improvement retailer (338 Bil) ------------------------------------- 2.3%
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%
Winmark (WINA) - Used merchandise store franchisor (798 mil) ---------------------------- 0.8%


RETAIL - ONLINE STORES -

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

Amplify Online Retail ETF (IBUY) (Exp - 0.65%, 0.2%)
Global X E-commerce ETF (EBIZ) (Exp 0.50%, 0.1%) 


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%


________________________________________________________________________

SERVICES - 

Alliance Data Services (ADS) - Marketing and loyalty solutions (16 Bil) -----------------  0%
Amerco (UHAL) - Moving and storage (6 Bil) ----------------------------------------------------  0%
Bright Horizons Family Solutions (BFAM) - Child care services (3.8 Bil) --------------  0%
Cintas (CTAS) - Uniforms, maintenance services (39 Bil) ------------------------------------ 1.0%
Ecolab (ECL) - Cleaning and sanitizing products and programs (46 Bil) ------------------ 1.3%
Exponent (EXPO) - Engineering and scientific consulting services (5 Bil) --------------- 1.0%
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%
Service Corp Intl (SCI) - Deathcare services and products (10 Bil) -----------------------  1.5%
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 - 

Republic Services (RSG) - Waste management services, recycling (38 Bil) ---------- 1.5%
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 (32 Bil) ---------------------------------------- 0.8%
Waste Management (WM) - Waste services (60 Bil) ----------------------------------------- 1.8%

VanEck Environmental Svcs ETF (EVX) (0.55%) -------------------------------------------- 0.3%


SERVICES - AUTOMOTIVE - 

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%



_________________________________________________________________________


TECHNOLOGY -

Adobe (ADBE) - Diversified software (237 Bil, 0%) 
Alphabet (GOOG) - Online advertising and technical infrastructure (1.1 Tril, 0%)
Ansys (ANSS) - Engineering simulation software (28 Bil, 0%)
Arteris (AIP) - IP and tools to accelerate System-on-Chip semiconductor assembly (792 mil)
Apple  (AAPL) - Smartphones, computers (2 Tril, 0.7%)
CGI Services (GIB) - Diverse IT and business services (17 Bil, 0%)
ExlService (EXLS) - Business process management services (2.6 Bil, 0%)
Intuit (INTU) - Business and financial management solutions (88 Bil, 0.7%)
Mesa Labs (MLAB) - Quality control instruments, disposable products (1.4 Bil, 0.2%)
Microsoft (MSFT) - Software (1.6 Tril, 1.0%) 
Nanalysis Scientific (NSCIF) - NMR spectrometers and MR related equipment (93 mil) (Canada)
NetEase (NTES) - Internet services (60 Bil, 1.4%) (China)
Nice Ltd (NICE) - Enterprise software (14 Bil, 0%) (Israel)
Nova Measuring Instruments (NVMI) - Control systems for semicond mfg (1.6 Bil) (Israel)
Nvidia (NVDA) - Visual computing technologies (336 Bil, 0.1%)
Open Text (OTEX) - ECM software (12 Bil, 1.6%) (Canada)
Oracle (ORCL) - Enterprise software (180 Bil, 1.6%)
Pegasystems (PEGA) - Enterprise software applications (11 Bil, 0.1%)
Salesforce (CRM) - Enterprise cloud computing solutions (227 Bil, 0%) 
Sapiens Intl (SPNS) - Software for insurance, fincl svcs (1.6 Bil, 0.5%) (Israel)
ServiceNow (NOW) - Service management software (99 Bil, 0%)
Shopify (SHOP) - E-commerce platform (125 Bil, 0%) (Canada)
Software Acquisition Group Inc. II (SAII) - SPAC for Otonomo, vehicle data collection (Israel)
Teledyne (TDY) - Instrumentation, digital imaging, electronics (13 Bil, 0%)
Wix.com (WIX) - Cloud platform to create websites (15 Bil, 0%) (Israel)

Ark Innovation ETF (ARKK) - (Exp - 0.75%, Assets - 10 Bil, Yld - 0.21%)
Fidelity MSCI Information Technology Index ETF (FTEC) (0.08%) ---------------- 0.7%
Global X Internet of Things ETF (SNSR) (Exp - 0.68%, Assets - 450 mil, Yield - 0.3%)
Invesco Nasdaq Next Gen 100 ETF (QQQJ) - (Exp - 0.15%, Assets - 1.2 Bil)
iShares Expanded Tech ETF (IGM) (Exp - 0.46%, Assets - 3 Bil, Yld - 0.38%)
iShares Exponential Technologies (XT) (Exp - 0.47%, Assets - 2.9 Bil, Yld 1.0%)
Vanguard Information Technology Index ETF (VGT) (Exp - 0.10%, Assets - 48 Bil, Yld - 0.86%)


TECH - IT SERVICES - 

Accenture (ACN) - Business management services (203 Bil) (Ireland) ------------------ 1.2%
Automatic Data Processing (ADP) - Business outsourcing solutions (87 Bil) --------- 2.0%
EPAM Systems (EPAM) - Software engineering, IT consulting (11 Bil) -------------------  0% 
Gartner (IT) - Independent IT research and analysis (23 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 (16 Bil) ----------------------- 0% 
Virtusa (VRTU) - IT services (1 Bil) -----------------------------------------------------------------  0%


TECH - Cloud Computing -

Snowflake (SNOW) - Cloud based data platform (74 Bil, 0%)

First Trust Cloud Computing ETF (SKYY) (0.60) -------------------------------------------- 0.2%
Global X Cloud Computing ETF (CLOU) (0.68%) -------------------------------------------- 0%
WisdomTree Cloud Computing ETF (WCLD) (0.45%) -------------------------------------- 0%
Wedbush ETFMG Global Cloud Technology ETF (IVES) (0.68%) ---------------------- 0.2%


TECH - Cybersecurity -

Fortinet (FTNT) - Cybersecurity solutions (54 Bil) ---------------------------------------------- 0%  
Okta Inc (OKTA) - Identity management platforms (26 Bil, 0%)

ETFMG Prime Cyber Security ETF (HACK) (0.60%) ---------------------------------------- 0.1%
First Trust Nasdaq Cybersecurity ETF (CIBR) (0.60%) ------------------------------------ 0.2%
Global X Cybersecurity ETF (BUG) (0.50%) --------------------------------------------------  0.4%
iShares Cybersecurity and Tech ETF (IHAK) (0.47%) -------------------------------------  0.1%
BlueStar Israel Technology ETF (ITEQ) (Exp - 0.75%, 0.02%)




TECH - Scientific Instruments -

Mesa Labs (MLAB) - Quality control instruments, disposable products (1.3 Bil) ---------- 0.3%
Nanalysis Scientific (NSCIF) - NMR spectrometers. MR equip (Canada) (93 mil) ------- 0% 
Teledyne (TDY) - Instrumentation, digital imaging, electronics (20 Bil) ----------------------- 0% 


TECH - Artificial Intelligence -

C3.ai  (AI) - Enterprise artificial intelligence software (5 Bil, 0%)

Global X Artificial Intelligence & Technology ETF (AIQ) - Exp - 0.68%, Assets - 171 mil, Yld - 0.3%)


TECH - Blockchain -

Amplify Transformational Data Sharing ETF (BLOK) (Exp - 0.70%, Yld - 1.5%)
Reality Shares Nasdaq NexGen Economy ETF (BLCN) (Exp - 0.68%, Yld - 0.64%)


TECH - Energy Storage -

QuantumScape (QS) - Solid-state lithium-metal batteries for electric vehicles (40 Bil, 0%)

Global X Lithium Battery Tech ETF (LIT) (Exp - 0.75%, Yld - 1.0%)


TECH - Quantum Computing -

Defiance Quantum ETF (QTUM) (Exp - 0.40%, Assets - 114 mil, Yld - 0.4%)  


TECH - Robotics -
 

ARK Autonomous Tech & Robotics ETF (ARKQ) 
First Trust Nasdaq Artificial Intelligence + Robotics ETF (ROBT)  
Global X Robotics & Artificial Intel Thematic ETF (BOTZ ) (Exp - 0.68%, Assets - 2.6 Bil, Yld - 0.2%)
iShares Robotics + Artificial Intelligence ETF (IRBO)
Robo Global Robotics & Automation Index ETF (ROBO) (Exp - 0.95%, Assets - 1.8 Bil, Yld - 0.2%)


TECH - 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% 


TECH - INTERNET SOFTWARE / SERVICES - 

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%


TECH - APPLICATION SOFTWARE - 

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) -------------------------


TECH - 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%


TECH - 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% 


TECH - SOCIAL NETWORKING -

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


_________________________________________________________________________


TELECOM - 

ATT (T) - Telecom (173 Bil) --------------------------------------------------------------------------- 5.7%
Atlantic Tele-Network (ATNI) - Telecom networks (1 Bil) ------------------------------------ 1.8%
InterDigital (IDCC) - technology to enhance wireless communications (1.7 Bil) -------- 1.6%
Verizon (VZ) - Communications, information, entertainment (203 Bil) --------------------- 4.9%


_________________________________________________________________________

TRANSPORTATION - 

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 - 

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 INNOVATION -

Carvan (CVNA) - E-commerce platform for buying + selling used cars (36 Bil, 0%)
Copart (CPRT) - Online auctions, vehicles (27 Bil, 0%)
Tesla (TSLA) - Electric cars (466 Bil, 0%)

GlobalX Autonomous and Electric Vehicles ETF (DRIV) (Exp - 0.68%, Assets - 972 mil, Yield - 0.3%)
iShares Self-Driving EV and Tech ETF (IDRV) (Exp - 0.47%, Assets - 92 mil. Yld - 0.88%) 
SPDR S&P Kensho Smart Mobility ETF (HAIL) (Exp - 0.45%, Assets - 103 mil, Yld - 0.52%)


TRANSPORTATION - AUTO PARTS - 

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) - Auto parts, supplies (35 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%


_________________________________________________________________________

UTILITIES - WATER - 

American States Water (AWR) - Water utility (3 Bil) --------------------------------- 1.7%
American Water Works (AWK) - Water utility (27 Bil) ------------------------------- 1.6%
Connecticut Water Service (CTWS) - Water utility (420 mil) ---------------------- 2.8% 
Essential Utilities (WTRG) - Water + nat gas utility (11 Bil) ------------------------ 2.3%
York Water (YORW) - Water utility (470 mil, 36, 2.03%)

First Trust Water ETF (FIW) - (0.54%) --------------------------------------------------- 0.4%
Global-X Clean Water ETF (AQWA)
Invesco Water Resources ETF (PHO) (0.60%) --------------------------------------- 0.3%

Badger Meter (BMI) - Flow measurement technologies (3 Bil) --------------------- 0.8%
Evoqua (AQUA) - Water and wastewater treatment systems (5 Bil) --------------- 0% 


UTILITIES - NATURAL GAS - 

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 - 

Fidelity MSCI Utilities Index ETF (FUTY) (0.08%) -------------------------------- 3.0%  
SPDR Utilities Sector Index ETF (XLU) (0.12%) ---------------------------------- 2.9%  
Vanguard Utilities Index ETF (VPU) (0.10%) --------------------------------------- 2.8%  

CMS Energy (CMS) - Electric utility (9 Bil) --------------------------------------------------------- 3.4%
Consolidated Edison (ED) - Electric utility (17 Bil) ---------------------------------------------- 4.1%
Duke Energy (DUK) - Electric and gas utilities (60 Bil, 4.7%)
Eversource Energy (ES) - Natural gas and electric utility (28 Bil, 2.7%)
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 (151 Bil) --------------- 2.1%  
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%


___________________________________________________________________

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)
Allergan (AGN) - Generic drugs, other (AbbVie)
AmTrust Financial (AFSI) - Insurance (private equity)
BioReference Labs (BRLI) - Diagnostic tests (Opko)
Cantel Medical (CMD) - Medical equipment (Steris)
Cardtronics (CATM) - ATMs, automated financial services (NCR)
Cerner (CERN) - Health care information technology (Oracle)
Chemtura (CHMT) - Specialty chemicals (1.8 Bil) (Lanxess of Germany)
Clarcor (CLC) - Filtration, packaging (Parker Hannifin)
Core Mark Holdings (CORE) - Distrib for convenience retail ind (Performance Food Group)
CorSite Realty (COR) - Data center REIT (American Tower, 2021)
CR Bard (BCR) - Medical, surgical, diagnostic products (Becton Dickinson)
Cyberonics (CYBX) - Neuromodulation medical devices (Sorin merger)
CyrusOne (CONE) - Data center REIT (KKR, Global Infrastructure Partners, 2021)
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)
Isramco (ISRL) - Oil and gas, Israel (Naphtha)
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)
Mylan Labs (MYL) - Generic drugs (merger with Upjohn, now Viatris)
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)
United Technologies (UTX) - Diverse conglomerate (merger with Raytheon)
Valspar (VAL) - Coatings, paints (Sherwin Williams)
Varian Medical (VAR) - Medical devices for cancer, other conditions (Siemans)
Vascular Solutions (VASC) - Products for cardiology, catheter systems (Teleflex)
Vectren (VVC) - Natural gas utility (CenterPoint Energy)
WGL Holdings (WGL) - Natural gas utility (AltaGas Ltd)
Wire Card (WRCDF) - Outsourcing electronic payment transactions, Germany (insolvent after scandal)
WR Grace (GRA) - Specialty chemicals and materials (Standard Industries)


___________________________________________________________________
 




 
PostSubject
#155   >>> Kinsale Capital Group, Inc. (KNSL), a specialty gfp927z 03/27/22 11:14:55 AM
#154   >>> Abbott Labs gfp927z 03/24/22 11:02:31 PM
#153   >>> American Tower (AMT) Announces Deal to Buy gfp927z 11/23/21 06:37:03 PM
#152   Johnson & Johnson - >>> Reactions to J&J's gfp927z 11/13/21 11:47:22 AM
#151   >>> Is Danaher a Buy in a Post-Pandemic World? gfp927z 08/29/21 12:16:24 PM
#150   McCormick - >>> 3 Beaten-Down Growth Stocks to gfp927z 08/29/21 11:56:00 AM
#149   Scotts Miracle-Gro - >>> 3 Beaten-Down Dividend Stocks gfp927z 08/29/21 11:48:36 AM
#148   Pepsico - >>> Questor: it may not be gfp927z 08/29/21 11:41:10 AM
#147   >>> A Look Inside Bill Gates' Stock Portfolio gfp927z 05/08/21 11:09:02 AM
#146   >>> NEOGEN Analytics Helps Food Processors Accelerate Data-driven gfp927z 05/02/21 06:39:04 PM
#145   Ray Dalio - >>> 10 Best Growth Stocks gfp927z 12/11/20 12:53:51 AM
#144   >>> Want a 'slice' of a stock? Demand gfp927z 08/09/20 01:08:10 AM
#143   >>> 7 American Manufacturing Stocks to Buy Before Recovery gfp927z 08/09/20 12:02:42 AM
#142   >>> When Stocks Are Down, Grab Your Wish List gfp927z 06/07/20 11:15:52 AM
#141   >>> 12 Stocks to Buy That Are Already Positive gfp927z 04/05/20 04:58:59 PM
#140   >>> Leggett & Platt (LEG), Incorporated designs and gfp927z 10/30/19 09:44:51 AM
#139   >>> Johnson & Johnson Agrees to Settle Ohio gfp927z 10/02/19 10:07:17 AM
#138   Animal health care - >>> Millennials help drive gfp927z 09/12/19 09:14:30 AM
#137   >>> 7 “Boring” Stocks With Exciting Prospects gfp927z 08/26/19 10:04:40 PM
#136   NextEra - >>> Why Energy Storage Is Proving gfp927z 08/07/19 11:56:49 AM
#135   >>> J&J Denials of Asbestos in Baby Powder gfp927z 07/12/19 04:41:25 PM
#134   >>> 7 Tests of Defensive Stock Selection From gfp927z 05/21/19 08:06:33 AM
#133   >>> Heart Replacement Valves From Edwards and Medtronic gfp927z 03/17/19 11:13:41 PM
#132   >>> Edwards Lifesciences Corporation (EW) provides products and gfp927z 03/17/19 11:05:59 PM
#131   >>> Danaher Corporation designs, manufactures, and markets professional, gfp927z 02/26/19 10:41:55 AM
#130   >>> GE Deal With Danaher Shows Culp Is gfp927z 02/25/19 12:36:46 PM
#129   Recap of performance for the main indices in gfp927z 12/31/18 04:38:53 PM
#128   >>> AptarGroup (ATR) to Hike Prices for Beauty gfp927z 11/24/18 09:47:14 AM
#127   !!!!$TREP to test .30 Fast growing company 90% intuition 11/13/18 06:33:49 AM
#125   >>> 10 Boring Stocks Growing Like Weeds gfp927z 09/15/18 10:16:33 AM
#124   >>> Utilities New Jersey Resources, South Jersey Industries gfp927z 09/01/18 10:01:00 AM
#123   >>> 7 ways to invest more like Warren Buffett gfp927z 09/01/18 09:22:34 AM
#122   >>> Equinix, Inc. (Nasdaq: EQIX) connects the world's gfp927z 08/22/18 08:41:16 PM
#121   >>> AT&T’s Huge Debt Load Isn’t Sinking Shareholders—Yet gfp927z 08/22/18 08:17:49 PM
#120   >>> ATT showdown with DOJ over Time Warner gfp927z 06/13/18 08:51:01 PM
#119   Summary of stocks - gfp927z 05/27/18 12:58:48 PM
#118   >>> Scotts Miracle-Gro shares slip after $450 million gfp927z 04/21/18 02:09:31 PM
#117   >>> 10 Safe Dividend Stocks for the Second gfp927z 04/09/18 09:18:16 PM
#116   >>> K-Cup owner Keurig grabs Dr Pepper Snapple gfp927z 01/29/18 10:00:40 AM
#115   >>> Philip Morris hopes smokeless is the new gfp927z 11/11/17 11:03:35 AM
#114   >>> Warren Buffett defends Berkshire's conglomerate structure — gfp927z 10/18/17 02:32:11 PM
#113   >>> Fiserv, Inc., together with its subsidiaries, provides gfp927z 10/12/17 09:21:33 PM
#112   >>> ProAssurance Corporation, through its subsidiaries, provides property gfp927z 07/03/17 07:46:07 PM
#111   >>> Syntel's Repatriation Plan For Foreign Earnings Cashes gfp927z 06/14/17 10:08:56 AM
#110   Align Technology - >>> 3 Top Stocks You've gfp927z 03/14/17 08:56:09 PM
#109   >>> Align Technology, Inc. designs, manufactures, and markets gfp927z 03/14/17 08:45:47 PM
#108   >>> The Year That Was: Dr Pepper Snapple gfp927z 01/14/17 04:59:29 PM
#106   Cal-Maine - >>> Brittle egg prices plague Cal-Maine gfp927z 09/22/16 05:16:47 PM
#105   >>> Scotts Miracle-Gro Company manufactures, markets, and sells gfp927z 09/22/16 04:13:13 PM
#104   Visa -- >>> Consumers win as Visa and gfp927z 07/22/16 01:24:49 AM
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