Stock Screener
Default risk
Volatility
Stress test
Selling difficulty
Country risks
Other risks
Valuation
Analyst view
Performance
Profitability
Growth
Dividends
Space Exploration Technologies Corp.
SPCXCaterpillar Inc.
CATGE Vernova Inc.
GEVCoherent Corp.
COHRRocket Lab USA, Inc.
RKLBBloom Energy Corporation
BEVertiv Holdings Co
VRTGE Aerospace
GEAmphenol Corporation
APHCorning Incorporated
GLWAmerican Airlines Group Inc.
AALThe Boeing Company
BARTX Corporation
RTXDeere & Company
DEUnion Pacific Corporation
UNPHoneywell International Inc.
HONHowmet Aerospace Inc.
HWMQuanta Services, Inc.
PWRLockheed Martin Corporation
LMTParker-Hannifin Corporation
PHCummins Inc.
CMICSX Corporation
CSXComfort Systems USA, Inc.
FIX3M Company
MMMDelta Air Lines, Inc.
DALFedEx Corporation
FDXUnited Parcel Service, Inc.
UPSTransDigm Group Incorporated
TDGFTAI Aviation Ltd.
FTAIAxon Enterprise, Inc.
AXONUnited Airlines Holdings, Inc.
UALWaste Management, Inc.
WMAeroVironment, Inc.
AVAVNorthrop Grumman Corporation
NOCMKS Inc.
MKSICarrier Global Corporation
CARRL3Harris Technologies, Inc.
LHXOld Dominion Freight Line, Inc.
ODFLPACCAR Inc
PCARGeneral Dynamics Corporation
GDNuScale Power Corporation
SMRKratos Defense & Security Solutions, Inc.
KTOSIllinois Tool Works Inc.
ITWEmerson Electric Co.
EMRNorfolk Southern Corporation
NSCW.W. Grainger, Inc.
GWWKeysight Technologies, Inc.
KEYSRockwell Automation, Inc.
ROKOtis Worldwide Corporation
OTISIngersoll Rand Inc.
IRForgent Power Solutions, Inc.
FPSFerguson Enterprises Inc.
FERGRepublic Services, Inc.
RSGAMETEK, Inc.
AMEPlanet Labs PBC
PLJabil Inc.
JBLJoby Aviation, Inc.
JOBYHubbell Incorporated
HUBBC.H. Robinson Worldwide, Inc.
CHRWATI Inc.
ATIArcher Aviation Inc.
ACHRChart Industries, Inc.
GTLSEMCOR Group, Inc.
EMEJ.B. Hunt Transport Services, Inc.
JBHTKnight-Swift Transportation Holdings Inc.
KNXMasTec, Inc.
MTZWestinghouse Air Brake Technologies Corporation
WABModine Manufacturing Company
MODDover Corporation
DOVLennox International Inc.
LIISouthwest Airlines Co.
LUVEos Energy Enterprises, Inc.
EOSERedwire Corp
RDWXylem Inc.
XYLFlex Ltd.
FLEXRegal Rexnord Corporation
RRXRed Cat Holdings, Inc.
RCATWoodward, Inc.
WWDTeledyne Technologies Incorporated
TDYTTM Technologies, Inc.
TTMIWESCO International, Inc.
WCCIntuitive Machines, Inc.
LUNRBWX Technologies, Inc.
BWXTGenerac Holdings Inc.
GNRCSaia, Inc.
SAIAXPO Logistics, Inc.
XPOExpeditors International of Washington, Inc.
EXPDPool Corporation
POOLSterling Infrastructure, Inc.
STRLAdvanced Energy Industries, Inc.
AEISQXO, Inc.
QXOVeralto Corporation
VLTOITT Inc.
ITTCurtiss-Wright Corporation
CWSanmina Corporation
SANMStanley Black & Decker, Inc.
SWKHEICO Corporation
HEIArgan, Inc.
AGXIDEX Corporation
IEXWatsco, Inc.
WSOReturn for Q2 2026:1.02%
Portfolio composition:
Return for Q2 2026:12.37%
Portfolio composition: