A board to discuss Mid Cap ideas -- market cap from 5 Bil to 15 Bil -
Alamo Group (ALG) - Vegetation mgt + infrastructure maintenance equip (2 Bil) - 0.6% Industrial
American States Water (AWR) - Water utility (4 Bil) -------------------------------------- 1.7% Utilities
Ametek (AME) - Advanced instruments, motors for diverse industries (12 Bil) ------ 0.7% Industrial
Carlisle Companies (CSL) - Diversified manufacturing, products (13 Bil) ----------- 1.2% Industrial
Casey's General Stores (CASY) - Convenience stores, self serv gasoline (9 Bil) - 0.7% Retail
Ensign Group (ENSG) - Skilled nursing + rehabilitative svcs (5 Bil) ------------------ 0.3% Healthcare
ExlService (EXLS) - Business process management services (6 Bil) ------------------ 0% Technology
Exponent (EXPO) - Engineering and scientific consulting services (5 Bil) ----------- 1.0% Services
Flowers Foods (FLO) - Packaged bakery products (6 Bil) ------------------------------- 3.3% Consumer
Globe Life (GL) - Insurance (12 Bil) (Berkshire) -------------------------------------------- 0.7% Financial
Kinsale Capital Group (KNSL) - Property and casualty insurance (6 Bil) ------------ 0.2% Financial
Louisiana-Pacific (LPX) - Building products (5 Bil) (Berkshire) ------------------------ 1.3% Industrial
Nordson (NDSN) - Dispensing systems for diverse industies (13 Bil) ----------------- 1.1% Industrial
Ormat Technologies (ORA) - Geothermal, recovered energy, solar (Israel) (5 Bil) 0.5% Energy
Paramount Global (PARA) - Media, entertainment (15 Bil) (Berkshire) ------------- 4.1% Communications
RLI Corp (RLI) - Insurance (6 Bil) --------------------------------------------------------------- 0.8% Financial
RPM International (RPM) - Coatings, sealants, building materials (11 Bil) ---------- 1.9% Basic Materials
Service Corp Intl (SCI) - Deathcare services and products (11 Bil) ------------------- 1.5% Services
Sonoco (SON) - Packaging, containers (6 Bil) ---------------------------------------------- 3.3% Pkg + Containers
Tetra Tech (TTEK) - Consulting and engineering services (8 Bil) ----------------------- 0.6% Industrial
Toro Co (TTC) - Turf and landscape equipment (12 Bil) ----------------------------------- 1.2% Industrial
Trex Inc (TREX) - Composite products for decking and railings (6 Bil) ----------------- 0% Industrial
Aptar Group (ATR) - Product containers, dispensing systems (7 Bil, 1.4%) --------------- (Misc)
Bio-Techne (TECH) - Biotechnology products and diagnostics (15 Bil, 0.3%) -------- (Healthcare)
Chemed (CHE) - Hospice + palliative h.care services, Roto Rooter (7 Bil, 0.3%) ----- (Healthcare)
Crown Holdings (CCK) - Packaging products + equip (12 Bil, 0.9%) -- (Packaging + Containers)
Erie Indemnity (ERIE) - Insurance (11 Bil, 2.2%) ---------------------------------------------- (Financial)
Essential Utilities (WTRG) - Water and natural gas utility (14 Bil, 2.1%) ---------------- (Utilities)
Lennox Intl (LII) - HVAC and related products (9 Bil, 1.8%) --------------------------------- (Industrial)
Masimo Corp (MASI) - Non-invasive monitoring technologies (8 Bil, 0%) -------------- (Healthcare)
MP Materials (MP) - Rare earth mining (6 Bil, 0%) (Fortress Value) ------------------------ (Mining)
Nice Ltd (NICE) - Enterprise software (14 Bil, 0%) (Israel) --------------------------------- (Technology)
Open Text (OTEX) - ECM software (11 Bil, 2.2%) (Canada) ------------------------------- (Technology)
Pegasystems (PEGA) - Enterprise software applications (3 Bil, 0.3%) ----------------- (Technology)
Scotts Miracle-Gro (SMG) - Consumer lawn and garden products (5 Bil, 3.0%) ----- (Basic Matls)
Stericycle (SRCL) - Medical waste (4.3 Bil, 0%) ------------------------------------------------ (Services)
Vertiv Holdings (VRT) - Power management products (4 Bil, 0.1%) ---------------------- (Industrial)
Pool Corp (POOL) - Distribution of swimming pool supplies, equip (14 Bil, 1.1%) ---- (Consumer)
Site One Landscape Supply (SITE) - Distribution of landscaping supplies (6 Bil, 0%) (Industrial)
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Henry Schein (HSIC) - Dental / medical products (11 Bil) ------------------------(Healthcare)
Ingredion (INGR) - Food ingredients (6 Bil, 2.9%) --------------------------------- (Consumer)
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OTHER -
Beyond Meat (BYND) - Plant based meat substitute (2 Bil) ---------------------- (Consumer)
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Acquired -
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ITC Holdings (ITC) - Electric utility, electricity transmission (Fortis)
