A board to discuss Industrial Sector ideas -


INDUSTRIAL -

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%
Parker Hannifin (PH) - Motion and control technologies for industrial and aerospace
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 -

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%
OPT Sciences (OPST) - Anti-glare optical coatings (15 mil)
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 -

Airgas (ARG) - Industrial, medical, specialty gases (8 Bil) --------------------------------------- 2.0%
Air Products + Chemicals (APD) ---------------------------------------------------------------------- 2.4%
Praxair (PX) - Industrial gases (38 Bil) ---------------------------------------------------------------- 2.0%


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OTHER -
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AEROSPACE AND DEFENSE -
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Cubic Corp (CUB) - Defense electronics, fare collection systems (1 Bil)
Elbit (ESLT) - Defense systems (Israel)
Kaman (KAMN) - Aerospace and industrial production, distribution

MISC -
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Caterpillar (CAT) - Construction and mining equipment, engines, locomotives
Deere (DE) - Farm, construction, and forestry machinery
Dongfeng Motor (DNFGF.PK) - Automotive manufacturing (China)
Flowserve (FLS) - Water pumps and valves
II-VI Inc (IIVI) - High tech materials, precision components
Jewett-Cameron Trading (JCTCF) - Wood and metal specialty products (39 mil)
Primoris (PRIM) - Infrastructure contractor, engineering (1 Bil)
Proto Labs (PRLB) - CNC machined and injection molded plastic parts (1.7 Bil)
Valmont Industries (VMI) - Diverse infrastructure related components (4 Bil) 


ACQUIRED -
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Clarcor (CLC) - Filtration, packaging (Parker Hannifin)

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