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The Industrials sector monitors industry trends and performs research and analysis on relevant equities within the North American umbrella to find companies that best fit our views. Given the large amount of securities and business models within the space, the Industrials group focuses on a top-down analysis. This allows us to find interesting stories from both the large and small cap world within sectors that are thriving. 

Image by Leo Fosdal

Key Holdings

Veralto Corporation

NYSE: VLTO

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Pitch Deck

Southwest Airlines Co.

NYSE: LUV

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Pitch Deck

Past Work

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