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 (20 Bil) ----------------- (Healthcare)
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American Water Works (AWK) - Water utility (18 Bil, 1.8%) -------------------- (Utilities)
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Arch Capital Group (ACGL) - Insurance (13 Bil) ---------------------------------- (Financial)
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Ball Corp (BLL) - Packaging, aerospace (19 Bil, 0.7%) -----------------------------(Misc)
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CGI Services (GIB) - Diverse IT and business services (18 Bil) ----------- (Technology)
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Church & Dwight (CHD) - Household, personal care products (16 Bil, 1.4%)(Consumer)
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Copart (CPRT) - Online auctions, vehicles (14 Bil) --------------------------------- (Services)
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Erie Indemnity (ERIE) - Insurance (9 Bil, 3.0%) ---------------------------------- (Financial)
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Extra Space Storage (EXR) - Self storage facilities REIT (12 Bil, 3.6%) (Real Estate)
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FactSet Research Systems (FDS) - Finance / investment data (9 Bil, 1.3%) (Services)
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Gartner (IT) - Independent IT research and analysis (12 Bil) --------------------(Services)
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Henry Schein (HSIC) - Dental / medical products (9 Bil) --------------------(Healthcare)
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Idexx Labs (IDXX) - Veterinary diagnostic products and services (18 Bil) - (Healthcare)
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Ingredion (INGR) - Food ingredients (6 Bil, 1.4%) ----------------------------- (Consumer)
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Intl Flavors & Fragrances (IFF) - Flavor + fragrance products (14 Bil, 1.8%)(Consumer)
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Leggett & Platt (LEG) - Diverse furnishings, fixtures, materials (6 Bil, 2.7%) (Consumer)
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McCormick (MKC) - Spices, herbs, flavorings (19 Bil, 1.7%) --------------- (Consumer)
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Old Dominion Freight Line (ODFL) - Trucking (12 Bil, 0.47%) --------- (Transportation)
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Omega Healthcare (OHI) - Healthcare facilities REIT (8 Bil, 7.25%) ---- (Healthcare)
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Open Text (OTEX) - ECM software (10 Bil, 1.5%) (Canada) -------------- (Technology)
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ResMed (RMD) - Products for sleep apnea (14 Bil, 1.9%) ------------------ (Healthcare)
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Rollins (ROL) - Pest control services (13 Bil, 1.4%) ----------------------------(Services)
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SBA Communications (SBAC) - Wireless communication towers (21 Bil) (Telecom)
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Stericycle (SRCL) - Medical waste (4 Bil) ---------------------------------------- (Services)
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Treehouse (THS) - Packaged foods (3 Bil) ------------------------------------- (Consumer)
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UGI Corp (UGI) - Distribution and marketing of energy products (9 Bil, 2.1%) (Energy)
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Waste Connections (WCN) - Waste services (22 Bil, 0.8%) -------------------- (Services)
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Acquired -
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ITC Holdings (ITC) - Electric utility, electricity transmission (Fortis)