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   Presenter Name TickerAnalyst RatingCountrySectorStatusUSD MarketcapCategory
AB Volvo
VOLVB SS Machinery
AerCap
AER Trading Companies & Distributors
AGCO Corporation
AGCO Machinery 1x1 only
Air Canada
AC CN Passenger Airlines 1x1 only
Alcoa
AA Metals & Mining
Allegiant Travel
ALGT Passenger Airlines
Allegion
ALLE Building Products
Allison Transmission
ALSN Machinery 1x1 only
Amentum
AMTM Professional Services 1x1 only
American Airlines
AAL Passenger Airlines
American Axle & Manufacturing
AXL Automobile Components 1x1 only
Ametek
AME Electrical Equipment 1x1 only
Amrize
AMRZ Construction Materials
Anduril
Private Aerospace & Defense 1x1 only
AP Moeller - Maersk A/S
MAERSKB DC Marine Transportation
Arcelor Mittal
MT Metals & Mining 1x1 only
Ashtead Group
AHT LN Trading Companies & Distributors
ATI
ATI Aerospace & Defense 1x1 only
ATS Corporation
ATS CN Machinery 1x1 only
Aurora Innovation
AUR Software
Autoliv
ALV Automobile Components 1x1 only
Avient Corporation
AVNT Chemicals 1x1 only
Avis Budget Group
CAR Ground Transportation
Axalta
AXTA Chemicals 1x1 only
BAE Systems
BA LN Aerospace & Defense
Baker Hughes Company
BKR Energy Equipment & Services 1x1 only
Bayer
BAYN GY Pharmaceuticals 1x1 only
Bombardier
BBD B CN Aerospace & Defense
Bunge Global SA
BG Food Products 1x1 only
CAE
CAE Aerospace & Defense 1x1 only
Carlisle
CSL Building Products 1x1 only
CarMax
KMX Specialty Retail
Carpenter Technology
CRS Metals & Mining 1x1 only
Carrier Global Corporation
CARR Building Products
Carvana
CVNA Specialty Retail 1x1 only
Celanese
CE Chemicals 1x1 only
Chart Industries
GTLS Machinery 1x1 only
Chemours
CC Chemicals 1x1 only
CN Rail
CNR CT Ground Transportation
CNH
CNH Machinery
CRH
CRH Construction Materials
Crown Holdings
CCK Containers & Packaging 1x1 only
CSX
CSX Ground Transportation
Cummins
CMI Machinery 1x1 only
Curtiss-Wright Corporation
CW UN Aerospace & Defense
Daimler Truck
DTG GY Machinery
Dassault Aviation
AM FP Aerospace & Defense 1x1 only
Deere & Company
DE Machinery
Delta Air Lines
DAL Passenger Airlines
DHL Group
DHL GR Air Freight & Logistics
Donaldson Company
DCI Machinery
Dow
DOW Chemicals
Eastman
EMN Chemicals
Eaton Corporation
ETN Electrical Equipment
Ecolab
ECL Chemicals 1x1 only
Elbit Systems
ESLT Aerospace & Defense 1x1 only
Embraer
ERJ Aerospace & Defense 1x1 only
EMCOR
EME Construction & Engineering
Enerpac Tool Group
EPAC Machinery 1x1 only
Ferrovial
FER Construction & Engineering 1x1 only
Ford Motor Company
F Automobiles
Fortive
FTV Machinery
Freeport-McMoRan
FCX Metals & Mining
Frontier Group Holdings
ULCC Passenger Airlines 1x1 only
FTAI Aviation
FTAI Aerospace & Defense
Gates
GTES Machinery 1x1 only
GE Vernova
GEV Electrical Equipment
Graco
GGG Machinery
Group 1 Automotive
GPI Specialty Retail 1x1 only
GXO Logistics
GXO Air Freight & Logistics
H.B. Fuller
FUL Chemicals 1x1 only
Herc Rentals
HRI Trading Companies & Distributors
Hexagon AB
HEXAB SS Electronic Equipment, Instruments & Components
Hitachi
6501 JT Industrial Conglomerates 1x1 only
Holcim
HOLN SW Construction Materials
Honeywell
HON Industrial Conglomerates
Hub Group
HUBG Air Freight & Logistics
Hubbell
HUBB Electrical Equipment
IAG
IAG GB Passenger Airlines 1x1 only
Ingersoll Rand
IR Machinery
Ivanhoe Mines
IVN CT Metals & Mining 1x1 only
JetBlue
JBLU Passenger Airlines
Joby Aviation
JOBY Aerospace & Defense
Kennametal
KMT Machinery
Knight-Swift Transportation
KNX Ground Transportation
L3Harris Technologies
LHX Aerospace & Defense 1x1 only
Landstar System
LSTR Ground Transportation 1x1 only
Lear
LEA Automobile Components
Leidos
LDOS Aerospace & Defense 1x1 only
Lennox
LII Building Products
Leonardo DRS
DRS Aerospace & Defense 1x1 only
Lincoln Electric
LECO Machinery
Loar Holdings
LOAR Aerospace & Defense 1x1 only
Lockheed Martin Corporation
LMT Aerospace & Defense
Lucid Group
LCID Automobiles
Lyondell Basell
LYB Chemicals 1x1 only
MasTec
MTZ Construction & Engineering
Mercedes-Benz Group AG
MBG GY Automobiles 1x1 only
Mirion
MIR Electrical Equipment 1x1 only
MMM
Private Financial Services
Moog
MOG.A Aerospace & Defense 1x1 only
MP Materials
MP Metals & Mining 1x1 only
Nordson
NDSN Machinery 1x1 only
Norfolk Southern
NSC Ground Transportation
Northrop Grumman
NOC Aerospace & Defense
Nucor Corporation
NUE Metals & Mining 1x1 only
nVent
NVT Electrical Equipment
Old Dominion Freight Line
ODFL Ground Transportation
Oshkosh Corporation
OSK Machinery
Otis Worldwide Corporation
OTIS Machinery
PACCAR
PCAR Construction Materials 1x1 only
Parker Hannifin Corporation
PH Machinery
Penske Automotive Group
PAG Specialty Retail 1x1 only
Pentair
PNR Machinery
PHINIA
PHIN Automobile Components
Planet Labs PBC
PL Professional Services 1x1 only
Pure Cycle Technologies
PCT Chemicals 1x1 only
QuantumScape
QS Electrical Equipment
QXO
QXO Trading Companies & Distributors 1x1 only
Ralliant
RAL Electronic Equipment, Instruments & Components
RB Global
RBA Commercial Services & Supplies
RBC Bearings
RBC Machinery
Regal Rexnord
RRX Electrical Equipment 1x1 only
REV Group
REVG Machinery 1x1 only
Rheinmetall AG
RHM GR Aerospace & Defense 1x1 only
Rivian
RIVN Automobiles
Rocket Lab
RKLB Aerospace & Defense
Rockwell Automation
ROK Electrical Equipment
RTX
RTX Aerospace & Defense
RXO
RXO Ground Transportation
Ryanair
RYA ID Passenger Airlines
Ryder System
R Ground Transportation 1x1 only
SAFRAN
SAF FP Aerospace & Defense 1x1 only
Saia
SAIA Ground Transportation
Schneider National
SNDR Ground Transportation
Siemens AG
SIE GR Industrial Conglomerates 1x1 only
Siemens Energy
ENR GR Electrical Equipment 1x1 only
Sonic Automotive
SAH Specialty Retail 1x1 only
Southwest Airlines
LUV Passenger Airlines
StandardAero
SARO Aerospace & Defense
Stanley Black & Decker
SWK Machinery
Sun Country Airlines
SNCY Passenger Airlines 1x1 only
Terex Corporation
TEX Machinery 1x1 only
Textron
TXT Aerospace & Defense
TFI
TFII Ground Transportation
THALES
HO FP Aerospace & Defense
The Boeing Company
BA Aerospace & Defense
The Hertz Corporation
HTZ Ground Transportation 1x1 only
The Timken Company
TKR Machinery 1x1 only
The Toro Company
TTC Machinery 1x1 only
Trane Technologies
TT Building Products
Union Pacific Corporation
UNP Ground Transportation
United Airlines
UAL Passenger Airlines
United Rentals
URI Trading Companies & Distributors 1x1 only
US Department of Commerce
Private Not Applicable Fireside Chat Only
Vertiv
VRT Electrical Equipment
Vontier
VNT Electrical Equipment 1x1 only
Voyager Technologies
VOYG Aerospace & Defense
VSE Corporation
VSEC Commercial Services & Supplies 1x1 only
Vulcan Materials Company
VMC Construction Materials 1x1 only
W.W. Grainger
GWW Trading Companies & Distributors 1x1 only
Wabtec Corporation
WAB Machinery 1x1 only
Watsco
WSO Building Products
Werner Enterprises
WERN Ground Transportation
Westlake Corporation
WLK Chemicals 1x1 only
Woodward
WWD Aerospace & Defense 1x1 only
Wyoming Rare USA
ARRNF Metals & Mining 1x1 only
XPO
XPO Ground Transportation

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