A board to discuss Large Cap ideas -- market caps from 15 to 40 Bil -
American Water Works (AWK) - Water utility (24 Bil, 1.7%) ----------------------- (Utilities)
Church & Dwight (CHD) - Household, personal care products (19 Bil, 1.2%) - (Consumer)
Digital Realty Trust (DLR) - Data center REIT (38 Bil, 3.13%) ----------------------- (REIT)
Hormel (HRL) - Meat and food products (26 Bil, 1.9%) ----------------------------- (Consumer)
ResMed (RMD) - Products for sleep apnea (25 Bil, 0.9%) ------------------------- (Healthcare)
SBA Communications (SBAC) - Wireless communic towers (33 Bil, 0.6%) --- (REIT)
Ansys (ANSS) - Engineering simulation software (15 Bil) ----------------------- (Technology)
Brown Forman (BF.B) - Distiller, Jack Daniels, many others (31 Bil, 1.1%) - (Consumer)
CGI Services (GIB) - Diverse IT and business services (17 Bil) --------------- (Technology)
Clorox (CLX) - Cleaning, household products (27 Bil, 2.0%) --------------------- (Consumer)
Eversource Energy (ES) - Natural gas and electric utility (28 Bil, 2.7%) ------- (Utilites)
Givaudan (GVDNY) - Fragrance + flavor products (33 Bil, 1.8%)(Switzerland)(Basic Matls)
Idexx Labs (IDXX) - Veterinary diagnostic products and services (27 Bil) ---- (Healthcare)
McCormick (MKC) - Spices, herbs, flavorings (23 Bil, 1.4%) --------------------- (Consumer)
Mettler-Toledo (MTD) - Instruments + svcs to diverse industries (19 Bil) ----- (Healthcare)
Old Dominion Freight Line (ODFL) - Trucking (19 Bil, 0.4%) ---------------- (Transportation)
Symrise (SYIEY) - Fragrances and flavorings (15 Bil, 1.0%) (Germany) ------- (Basic Matls)
Teleflex (TFX) - Single use medical devices (17 Bil, 0.4%) ------------------------ (Healthcare)
Waste Connections (WCN) - Waste services (24 Bil, 0.8%) ------------------------ (Services)
Wisconsin Energy (WEC) - Diversified utility (29 Bil, 2.9%) -------------------------- (Utilities)
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Align Technology (ALGN) - Invisalign orthodontics (21 Bil) ------------------- (Healthcare)
Autozone (AZO) - Automotive replacement parts and accessories (27) - (Transportation)
Ball Corp (BLL) - Packaging, aerospace (19 Bil, 0.7%) -----------------------------(Misc)
Copart (CPRT) - Online auctions, vehicles (21 Bil) --------------------------------- (Services)
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)
O'Reilly Automotive (ORLY) - Aftermarket automotive parts retailer (32 Bil) (Transportation)
PPG Industries (PPG) - Paints, coatings (25 Bil, 1.95%) ------------------------ (Basic Materials)
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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