A board to discuss Mid Cap ideas -- market cap from 5 Bil to 15 Bil -
(27)
Consumer --------- 6
Energy ------------- 1
Financial ---------- 2
Healthcare -------- 5
Misc ---------------- 1
Real Estate ------- 1
Services ----------- 6
Technology ------- 2
Telecom ----------- 1
Utilities ------------- 2
Align Technology (ALGN) - Invisalign orthodontics (8.6 Bil) ----------------- (Healthcare)
____________________________________________________________________
American Water Works (AWK) - Water utility (14 Bil, 1.8%) -------------------- (Utilities)
____________________________________________________________________
Arch Capital Group (ACGL) - Insurance (8 Bil) ---------------------------------- (Financial)
____________________________________________________________________
Ball Corp (BLL) - Packaging, aerospace (10 Bil, 0.7%) -----------------------------(Misc)
____________________________________________________________________
CGI Services (GIB) - Diverse IT and business services (13 Bil) ----------- (Technology)
____________________________________________________________________
Church & Dwight (CHD) - Household, personal care products (13 Bil, 1.4%)(Consumer)
____________________________________________________________________
Copart (CPRT) - Online auctions, vehicles (5 Bil) --------------------------------- (Services)
____________________________________________________________________
Erie Indemnity (ERIE) - Insurance (5 Bil, 3.0%) ---------------------------------- (Financial)
____________________________________________________________________
Extra Space Storage (EXR) - Self storage facilities REIT (11 Bil, 3.6%) (Real Estate)
____________________________________________________________________
FactSet Research Systems (FDS) - Finance / investment data (6 Bil, 1.3%) (Services)
____________________________________________________________________
Gartner (IT) - Independent IT research and analysis (8 Bil) --------------------(Services)
____________________________________________________________________
Henry Schein (HSIC) - Dental / medical products (14 Bil) --------------------(Healthcare)
____________________________________________________________________
Idexx Labs (IDXX) - Veterinary diagnostic products and services (8 Bil) - (Healthcare)
____________________________________________________________________
Ingredion (INGR) - Food ingredients (9 Bil, 1.4%) ----------------------------- (Consumer)
____________________________________________________________________
Intl Flavors & Fragrances (IFF) - Flavor + fragrance products (10 Bil, 1.8%)(Consumer)
____________________________________________________________________
ITC Holdings (ITC) - Electric utility, electricity transmission (7 Bil, 1.7%) --- (Utilities)
____________________________________________________________________
Leggett & Platt (LEG) - Diverse furnishings, fixtures, materials (7 Bil, 2.7%) (Consumer)
____________________________________________________________________
McCormick (MKC) - Spices, herbs, flavorings (13 Bil, 1.7%) --------------- (Consumer)
____________________________________________________________________
Omega Healthcare (OHI) - Healthcare facilities REIT (6 Bil, 7.25%) ---- (Healthcare)
____________________________________________________________________
Open Text (OTEX) - ECM software (7 Bil, 1.5%) (Canada) -------------- (Technology)
____________________________________________________________________
ResMed (RMD) - Products for sleep apnea (8 Bil, 1.9%) ------------------ (Healthcare)
____________________________________________________________________
Rollins (ROL) - Pest control services (6 Bil, 1.4%) ----------------------------(Services)
____________________________________________________________________
SBA Communications (SBAC) - Wireless communication towers (13 Bil) (Telecom)
____________________________________________________________________
Stericycle (SRCL) - Medical waste (9 Bil) ---------------------------------------- (Services)
____________________________________________________________________
Treehouse (THS) - Packaged foods (5 Bil) ------------------------------------- (Consumer)
____________________________________________________________________
UGI Corp (UGI) - Distribution and marketing of energy products (8 Bil, 2.1%) (Energy)
____________________________________________________________________
Waste Connections (WCN) - Waste services (12 Bil, 0.8%) -------------------- (Services)
____________________________________________________________________