top of page

Industrials

The Industrials Sector includes companies whose businesses are dominated by one of the following activities: the manufacture and distribution of capital goods, including aerospace & defense, construction, engineering & building products, electrical equipment, and industrial machinery, the provision of commercial services and supplies, including printing, employment, environmental, and office services, and the provision of transportation services, including airlines, couriers, marine, road & rail, and transportation infrastructure.

Sub-Sectors:

  • Aerospace & Defense

  • Air Freight & Logistics

  • Airlines

  • Building Products

  • Commercial Services & Supplies

  • Construction & Engineering

  • Electrical Equipment

  • Industrial Conglomerate

  • Machinery

  • Marine

  • Professional Services

  • Road & Rail

  • Trading Companies & Distributors

  • Transportation Infrastructure 

Portfolio Managers

Screenshot 2026-01-17 143717.png
Josh Ueoka
Associate
Screenshot 2026-01-17 143819.png
Sonny Nagle
Analyst
Screenshot 2026-01-17 144136.png
Victoria Vozvyshayeva
Analyst

Current Holdings

Great Lakes Dredge & Dock_edited.png
Screen Shot 2025-01-20 at 9.43.25 AM.png
Screen Shot 2025-01-20 at 9.44.08 AM.png
IHS.png
bottom of page