A board to discuss Large Cap ideas -- market caps from 15 to 40 Bil , and Very Large Cap - 40 to 100 Bil -
(13)
Agilent (A) - Instruments, diagnostics for life sciences, genomics (33 Bil, 0.7%) ------- (Healthcare)
American Water Works (AWK) - Water utility (24 Bil, 1.7%) -------------------------- (Utilities)
Ametek (AME) - Electronic instruments + devices (25 Bil, 0.7%) ------------------- (Industrial)
Amphenol (APH) - Electrical, electronic + fiber optic connectors (36 Bil, 1.0%) - (Industrial)
Ansys (ANSS) - Engineering simulation software (28 Bil, 0%) --------------------- (Technology)
Ball Corp (BLL) - Aluminum packaging products (30 Bil, 0.7%) --- (Packaging & Containers)
Bio-Rad Labs (BIO) - Biochemical analysis svcs for research, other (17 Bil, 0%)(Healthcare)
Brown Forman (BF.B) - Distiller, Jack Daniels, many others (31 Bil, 1.1%) ---- (Consumer)
Carrier (CARR) - HVAC, fire systems, security, building automation (30 Bil, 0.9%)(Industrial)
CGI Services (GIB) - Diverse IT and business services (17 Bil, 0%) ------------- (Technology)
Church & Dwight (CHD) - Household, personal care products (19 Bil, 1.2%) - (Consumer)
Cintas (CTAS) - Uniforms and related services (35 Bil, 0.8%) ---------------- ----- (Services)
Clorox (CLX) - Cleaning, household products (27 Bil, 2.0%) ----------------------- (Consumer)
CMS Energy (CMS) - Electric + gas utility (19 Bil, 2.5%) ------------------------------ (Utilities)
Copart (CPRT) - Online auctions, vehicles (27 Bil, 0%) ------------------------------- (Services)
Dover Corp (DOV) - Diverse equipment, components + supplies (17 Bil, 1.7%) (Industrial)
EPAM Systems (EPAM) - Software engineering, IT consulting (19 Bil, 0%) ---- (Technology)
Eversource Energy (ES) - Natural gas and electric utility (28 Bil, 2.7%) ---------- (Utilites)
Fastenal (FAST) - Distribution of industrial + construction supplies (26 Bil, 2.2%)(Industrial)
Fortinet (FTNT) - Cybersecurity solutions (21 Bil, 0%) ------------------------------ (Technology)
Givaudan (GVDNY) - Fragrance + flavor products (33 Bil, 1.8%)(Switzerland)(Basic Matls)
Hormel (HRL) - Meat and food products (26 Bil, 1.9%) ------------------------------- (Consumer)
Idexx Labs (IDXX) - Veterinary diagnostic products and services (36 Bil, 0%) (Healthcare)
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)
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)
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)
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)
Colgate Palmolive (CL) - Personal and home care products (63 Bil, 2.2%) ----- (Consumer)
Canadian National Railway (CNI) - Railroads (74 Bil, 1.7%) (Canada) ------- (Transportation)
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)
Intuit (INTU) - Business and financial management solutions (88 Bil, 0.7%) --- (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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