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Roper Technologies Inc. (ROP $351.73)
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United Rentals Inc. (URI $876.52)
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WSP Global Inc. (WSP $266.83)
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TFI International Inc. (TFII $165.94)
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ATS Corporation (ATS $40.60)
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Transdigm Group Incorporated (TDG $1,300.10)
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Axon Enterprise Inc. (AXON $433.77)
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Heico Corporation (HEI $322.49)
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Vertiv Holdings LLC Class A (VRT $202.00)
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Trane Technologies plc (TT $459.79)
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RTX Corporation (RTX $196.19)
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Thanks