A board to discuss Large Cap ideas -- market caps from 15 to 40 Bil , and Very Large Cap - 40 to 100 Bil -
Agilent (A)-Instruments,diagnostics for life sciences,genomics(40 Bil,0.6%)(Healthcare)
American Water Works (AWK) - Water utility (28 Bil, 1.7%) -------------------------- (Utilities)
Ametek (AME) - Electronic instruments + devices (28 Bil, 0.7%) ------------------- (Industrial)
Ansys (ANSS) - Engineering simulation software (24 Bil, 0%) --------------------- (Technology)
Arch Capital Group (ACGL) - Insurance (17 Bil) ---------------------------------------- (Financial)
Ball Corp (BLL) - Aluminum packaging products (24 Bil, 1.1%) --- (Packaging & Containers)
Bio-Rad Labs (BIO) - Biochemical analysis svcs for research, other (16 Bil, 0%)(Healthcare)
Brown Forman (BF.B) - Distiller, Jack Daniels, many others (36 Bil, 1.0%) ---- (Consumer)
Carrier (CARR) - HVAC, fire systems, security, building automation (34 Bil, 1.5%)(Industrial)
CGI Services (GIB) - Diverse IT and business services (20 Bil, 0%) ------------- (Technology)
Church & Dwight (CHD) - Household, personal care products (22 Bil, 1.2%) - (Consumer)
Clorox (CLX) - Cleaning, household products (18 Bil, 3.3%) ----------------------- (Consumer)
CMS Energy (CMS) - Electric + gas utility (20 Bil, 2.7%) ------------------------------ (Utilities)
Copart (CPRT) - Online auctions, vehicles (31 Bil, 0%) ------------------------------- (Services)
Dover Corp (DOV) - Diverse equipment, components + supplies (19 Bil, 1.5%) (Industrial)
EPAM Systems (EPAM) - Software engineering, IT consulting (21 Bil, 0%) --- (Technology)
Eversource Energy (ES) - Natural gas and electric utility (31 Bil, 2.9%) ---------- (Utilites)
FactSet Research Systems (FDS) - Finance / investment data (16 Bil, 0.8%) - (Services)
Fastenal (FAST) - Distribution of industrial + construction supplies (20 Bil, 2.4%)(Industrial)
Fortinet (FTNT) - Cybersecurity solutions (48 Bil, 0%) ------------------------------ (Technology)
Gartner (IT) - Independent IT research and analysis (21 Bil, 0%) -------------------(Services)
Generac (GNRC) - Power generation and storage equipment (17 Bil, 0%) ----- (Industrial)
Givaudan (GVDNY) - Fragrance + flavor products (33 Bil, 1.8%)(Switzerland)(Basic Matls)
Heico (HEI) - Aerospace, defense, electronics (19 Bil, 0.1%) ---------------------- (Aerospace)
Hormel (HRL) - Meat and food products (26 Bil, 1.9%) ------------------------------- (Consumer)
Icon PLC (ICLR) - Development svcs to biopharma (20 Bil, 0%) (Ireland) ------ (Healthcare)
Idexx Labs (IDXX) - Veterinary diagnostic products and services (36 Bil, 0%) (Healthcare)
Intl Flavors & Fragrances (IFF) - Flavor + fragrance products (32 Bil, 2.6%) - (Consumer)
Jack Henry & Assoc (JKHY) - Payment processing services (15 Bil, 0.9%) ---- (Services)
Lab Corp (LH) - Diagnostic lab testing services (20 Bil, 0%) ----------------------- (Healthcare)
McCormick (MKC) - Spices, herbs, flavorings (23 Bil, 1.4%) ---------------------- (Consumer)
Mettler-Toledo (MTD) - Instruments + svcs to diverse industries (25 Bil, 0%) (Healthcare)
MSCI Inc (MSCI) - Equity indexes, analytics (29 Bil, 0.9%) -------------------------- (Financial)
NIO, Inc (NIO) - Electric cars (33 Bil) (China) -------------------------------------------- (Industrial)
Novozymes (NVZMY)-Industrial enzymes,microorganisms(17 B, 1.3%)(Denmark)(Basic Matls)
Okta (OKTA) - Identity management platforms (28 Bil, 0%) ------------------------ (Technology)
Old Dominion Freight Line (ODFL) - Trucking (19 Bil, 0.4%) ------------------ (Transportation)
O'Reilly Automotive (ORLY) - Auto parts, supplies (35 Bil, 0%) --------------------- (Retail)
Otis Worldwide (OTIS) - Elevators, escalators (27 Bil, 1.3%) ---------------------- (Industrials)
PerkinElmer (PKI) - Discovery + analytical equipment + technol (19 Bil, 0.2%) (Healthcare)
Republic Services (RSG) - Waste management, recycling (30 Bil, 1.8%) ------- (Services)
ResMed (RMD) - Products for sleep apnea (25 Bil, 0.9%) --------------------------- (Healthcare)
Rollins (ROL) - Pest and termite control services (21 Bil, 0.5%) ------------------- (Services)
Solar Edge (SEDG) - Inverter systems for solar power (15 Bil, 0%) (Israel) --- (Technology)
Steris (STE) - Infection prevention (16 Bil, 0.9%) -------------------------------------- (Healthcare)
Symrise (SYIEY) - Fragrances and flavorings (15 Bil, 1.0%) (Germany) -------- (Basic Matls)
Teledyne (TDY) - Instrumentation, digital imaging, electronics (18 Bil, 0%) ---- (Technology)
Teleflex (TFX) - Single use medical devices (17 Bil, 0.4%) ------------------------- (Healthcare)
Tyler Technologies (TYL) - Information management solutions (16 Bil, 0%) -- (Technology)
Waste Connections (WCN) - Waste services (24 Bil, 0.8%) ------------------------- (Services)
West Pharmaceuticals (WST) - Drug packaging + delivery systems (16 Bil, 0.3%)(Healthcare)
Wisconsin Energy (WEC) - Diversified utility (29 Bil, 2.9%) -------------------------- (Utilities)
Wix.com (WIX) - Cloud platform to create websites (15 Bil, 0%) (Israel) - (Technology)
Xcel Energy (XEL) - Electric utility, natural gas (38 Bil, 2.4%) ----------------- (Utilities)
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Align Technology (ALGN) - Invisalign orthodontics (21 Bil) ---------------------- (Healthcare)
Autozone (AZO) - Automotive replacement parts and accessories (27) ----- (Transportation)
DaVita (DVA) - Kidney dialysis services (10 bil) --------------------------------------- (Healthcare)
Equifax (EFX) - Financial services (21 Bil, 1.1%) -------------------------------------- (Financial)
Monster Beverage (MNST) - Non-alcoholic beverages (37 Bil) ------------------ (Consumer)
PPG Industries (PPG) - Paints, coatings (25 Bil, 1.95%) ------------------------ (Basic Materials)
Seagen (SGEN) - Biotechnology, cancer (34 Bil) ------------------------------------- (Healthcare)
Travelers (TRV) - Insurance (29 Bil, 2.4%) ---------------------------------------------- (Financial)
VF Corp (VFC) - Apparel and footwear design, manufacturing, sourcing (25 Bil, 2.3%) (Retail)
Yum Brands (YUM) - Fast food restaurants (27 Bil, 2.2%) -------------------------- (Consumer)
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OTHER -
Teledoc Health (TDOC) - Virtual healthcare services (15 Bil) --------------- (Healthcare)
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ACQUIRED -
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CR Bard (BCR) - Medical, surgical, diagnostic products (Becton Dickinson)
Dr. Pepper Snapple (DPS) - Beverages (Keurig)
Mead Johnson Nutrition (MJN) - Pediatric nutritional products (Reckitt)
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VERY LARGE CAP (40 - 100 Bil)
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Air Products + Chemicals (APD) - Atmospheric gases (65 Bil, 1.8%) -------------- (Basic Matls)
Amphenol (APH) - Electrical, electronic + fiber optic connectors (46 Bil, 1.0%) ------- (Industrial)
Colgate Palmolive (CL) - Personal and home care products (63 Bil, 2.2%) ------- (Consumer)
Canadian National Railway (CNI) - Railroads (74 Bil, 1.7%) (Canada) ----------- (Transportation)
Cintas (CTAS) - Uniforms and related services (43 Bil, 0.9%) ------------------------------ (Services)
CSL Ltd (CSLLY) - Plasma therapies, other (96 Bil, 1.0%) (Australia) -------------- (Healthcare)
CSX Corp (CSX) - Railroads (62 Bil, 1.3%) ------------------------------------------------ (Transportation)
Dollar General (DG) - Discount retail (54 Bil, 0.7%) ----------------------------------------- (Retail)
Duke Energy (DUK) - Electric and gas utility (68 Bil, 4.2%) ------------------------------ (Utilities)
Ecolab (ECL) - Cleaning and sanitizing products and programs (58 Bil, 0.9%) -- (Consumer)
Edwards Lifesciences (EW) - Medical devices, cardiac (43 Bil) ---------------------- (Healthcare)
Fidelity National Info Svcs (FIS) - Banking + payment technol svcs (89 Bil,1.0%)(Financial)
Fiserv (FISV) - Financial services technology solutions (68 Bil, 0%) ---------------- (Financial)
Fortinet (FTNT) - Cybersecurity solutions (48 Bil, 0%) --------------------------------------- (Technology)
Intuit (INTU) - Business and financial management solutions (126 Bil, 0.6%) -- (Technology)
Kimberly Clark (KMB) - Paper based personal care products (47 Bil, 3.1%) ------ (Consumer)
NetEase (NTES) - Internet services (60 Bil, 1.4%) (China) ------------------------------(Technology)
Norfolk Southern (NSC) - Railroads (55 Bil, 1.8%) ----------------------------------------- (Railroads)
ServiceNow (NOW) - Service management software (99 Bil, 0%) ------------------- (Technology)
Sherwin Williams (SHW) - Paints and coatings (53 Bil, 0.9%) ---------------------- (Basic Materials)
Southern Company (SO) - Electric utility, natural gas (64 Bil, 4.2%) ------------------ (Utilities)
Waste Management (WM) - Waste services (45 Bil, 2.1%) ------------------------------ (Services)
Zoetis (ZTS) - Veterinary drugs and vaccines (78 Bil, 0.5%) --------------------------- (Healthcare)
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