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Created: 07/07/2020 05:19:22 PM - Followers: 1 - Board type: Free - Posts Today: 0
A board for Investment Ideas - 

 

Church & Dwight (CHD) - Household, personal care products (24 Bil) ------------ 1.1%        Consumer


FactSet Research Systems (FDS) - Finance / investment data (15 Bil) ----------- 0.8%         Financial
Jack Henry & Assoc (JKHY) - Payment processing services (15 Bil) --------------- 0.9%        Financial
RLI Corp (RLI) - Insurance (5 Bil) ------------------------------------------------------------- 1.0%          Financial

S+P Global (SPGI) - Financial information and analytics (134 Bil) ------------------- 0.9%          Financial
Travelers (TRV) - Insurance (38 Bil) ---------------------------------------------------------- 2.3%         Financial


ResMed (RMD) - Products for sleep apnea (36 Bil) -------------------------------------- 0.7%        Healthcare
Steris (STE) - Infection prevention, heathcare products + svcs (Ireland) (13 Bil) - 0.7%        Healthcare



Generac (GNRC) - Power generation and storage equipment (20 Bil) --------------- 0%           Industrial


Amazon (AMZN) - Online retail, cloud services (1.5 Tril) --------------------------------- 0%             Retail
Costco (COST) - Discount variety warehouse outlets (239 Bil) ----------------------- 0.7%            Retail


Automatic Data Processing (ADP) - Business outsourcing solutions (87 Bil) ---- 2.0%        IT Services
ExlService (EXLS) - Business process management services (5.6 Bil) -------------- 0%         Technology

Exponent (EXPO) - Engineering and scientific consulting services (5 Bil) ---------- 1.0%        Services
Gartner (IT) - Independent IT research and analysis (23 Bil) ---------------------------- 0%         Technology
Microsoft (MSFT) - Software, cloud computing platform (2.2 Tril) ---------------------0.9% 
       Technology


O'Reilly Automotive (ORLY) - Auto parts, supplies (35 Bil) ----------------------------- 0%         Transportation


American States Water (AWR) - Water utility (3 Bil) ------------------------------------- 1.7%        Utilities
American Water Works (AWK) - Water utility (27 Bil) ----------------------------------- 1.6%         Utilities



______________________________________________________________________________



Avantor (AVTR) - Lab supplies, chemicals, reagents, nanolipids (21 Bil) ---------- 0% 
Badger Meter (BMI) - Flow measurement technologies (3 Bil) ------------------------- 0.8%
Evoqua (AQUA) - Water and wastewater treatment systems (5 Bil) ------------------- 0% 
Idex Corp (IEX) - Diverse engineered products (15 Bil) ---------------------------------- 1.1%
Roper Technologies (ROP) - Diverse engineered products (50 Bil) ------------------ 0.5%
Tetra Tech (TTEK) - Consulting and engineering services (8 Bil) ---------------------- 0.5%




SECTORS 
**************

Proshares Pet Care ETF 
(PAWZ) - (0.5%) ------------------------------------ 1.6%     (Animal Sector)
---------------------------------------------------------------------------------------------------------------------------------------
Fidelity Consumer Staples ETF (FSTA) (0.08%) --------------------------- 2.4%   
SPDR Consumer Staples ETF (XLP) (0.12%) ------------------------------- 2.5%       (Consumer)
Vanguard Consumer Staples Index ETF (VDC) (0.10%) ---------------- 2.4%

----------------------------------------------------------------------------------------------------------------------------------------
First Trust Nasd Clean Edge Green Energy Index ETF(QCLN)(0.6%)0.1%
Invesco Wilderhill Clean Energy ETF (PBW) (0.70%) -------------------- 0.8%      (Clean Energy)
iShares - Global Clean Energy (ICLN) (0.46%) ----------------------------- 1.0%   

----------------------------------------------------------------------------------------------------------------------------------------
First Trust Nasdaq Cybersecurity ETF (CIBR) (0.60%) ------------------ 0.1%      (Cybersecurity)
Global X Cybersecurity ETF (BUG) (0.50%) --------------------------------  0.4%

----------------------------------------------------------------------------------------------------------------------------------------
First Trust Cloud Computing ETF (SKYY) (0.60) --------------------------- 0.3%    (Cloud Computing)
----------------------------------------------------------------------------------------------------------------------------------------
VanEck Environmental Svcs ETF (EVX) (0.55%) -------------------------- 0.3%   (Environmental Svcs)
----------------------------------------------------------------------------------------------------------------------------------------
iShares US Medical Devices ETF (IHI) (0.42%) ----------------------------- 0.4%        (Healthcare)
----------------------------------------------------------------------------------------------------------------------------------------
Fidelity MSCI Information Technology Index ETF (FTEC) (0.08%) -- 0.7%         (Info Tech)
Vanguard Information Technology Index ETF 
(VGT) (0.10%) --------- 0.9%        (Info Tech)

----------------------------------------------------------------------------------------------------------------------------------------
First Trust Water ETF (FIW) - (0.54%) ------------------------------------------ 0.7%           (Water)
Invesco Water Resources ETF (PHO) (0.60%) ------------------------------ 0.3%

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




REITS 
*********


Alexandria Real Estate Equities (ARE) - Life sciences lab space REIT (26 Bil) ------ 2.8%

American Tower (AMT) - Wireless tower REIT (107 Bil) ------------------------------------- 2.4%
AvalonBay Communities 
(AVB) - (35 Bil) - Apartment REIT (35 Bil) --------------------- 2.5%

Crown Castle Intl (CCI) - Wireless tower REIT (76 Bil) --------------------------------------- 3.4%
Cube Smart (CUBE) - Self storage facilities REIT (12 Bil) ----------------------------------- 3.8%

Digital Realty Trust (DLR) - Data center REIT (39 Bil) --------------------------------------- 3.4%
Duke Realty (DRE) - Industrial warehouse REIT (20 Bil) ------------------------------------- 2.1%
EastGroup Properties (EGP) - Industrial property REIT, in Sunbelt (8 Bil) -------------- 2.3%

Equinix (EQIX) - Data center REIT (64 Bil) ------------------------------------------------------- 1.6%
Equity Lifestyle Properties
 (ELS) - Mobile home REIT, RV resorts, marinas (14 Bil)  2.2%

Extra Space Storage (EXR) - Self storage facilities REIT (27 Bil) -------------------------- 2.7%
Farmland Partners 
(FPI) - Farmland REIT (634 mil) ------------------------------------------ 1.7%   
First Industrial Realty Trust 
(FR) - Industrial REIT (8 Bil) ----------------------------------- 1.9%
Gladstone Land (LAND) - Farmland REIT (1.1 Bil) -------------------------------------------- 2.3%   
Lamar Advertising 
(LAMR) - Roadside advertising billboards REIT (11 Bil) ------------ 3.9%

Life Storage (LSI) - Self-storage properties REIT, Sovran (12 Bil) ------------------------- 2.8%
Medical Properties Trust (MPW) - Hospital REIT (13 Bil) ----------------------------------- 5.4%
Prologis (PLD) - Warehouses, distribution centers, logistics REIT (107 Bil) ------------- 2.2%
Public Storage (PSA) - Self storage facilities REIT (69 Bil) ---------------------------------- 2.9%

Realty Income (O)  - Retail / commercial REIT (42 Bil) --------------------------------------- 4.2%
Rexford Industrial Realty (REXR) - Industrial properties REIT in S. Calif (12 Bil) ---- 1.8%
SBA Communications (SBAC) - Wireless tower REIT (35 Bil) ----------------------------- 
0.8%
STAG Industrial (STAG) - Industrial properties REIT (7 Bil) --------------------------------- 3.5%
Sun Communities 
(SUI) - Mobile home REIT, RV resorts,marinas,holiday parks(22 B)1.9%

Terreno Realty (TRNO) - Industrial properties REIT (6 Bil) ----------------------------------- 1.8%

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) (0.10%) ------------------------------------------------ 2.8%   
Vanguard Real Estate Index ETF (VNQ) (0.12%) --------------------------------------------- 2.2%   





__________________________________________________________________________________



 
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