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Eaton Corporation PLC (ETN $377.19)
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WSP Global Inc. (WSP $278.81)
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Axon Enterprise Inc. (AXON $734.04)
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Uber Technologies Inc. (UBER $96.00)
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Trane Technologies plc (TT $418.64)
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RTX Corporation (RTX $162.18)
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Nebius Group N.V. (NBIS $132.64)
Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.