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Coverage List
Beverages
GMCR
Green Mountain Coffee Roasters, Inc.
Alton Stump
MNST
Hansen Natural Corp.
Alton Stump
Capital Goods
ARII
American Railcar Industries, Inc.
Paul Bodnar
GBX
The Greenbrier Companies, Inc.
Paul Bodnar
GMT
GATX Corp.
Paul Bodnar
JOYG
Joy Global Inc.
Paul Bodnar
MTW
Manitowoc Co. Inc.
Paul Bodnar
OSK
Oshkosh Corp.
Paul Bodnar
RAIL
FreightCar America, Inc.
Paul Bodnar
TEX
Terex
Paul Bodnar
TRN
Trinity Industries, Inc.
Paul Bodnar
WAB
Wabtec Corp.
Paul Bodnar
Construction Materials, Water Utilities and Infrastructure
AWK
American Water Works Co., Inc.
Garik Shmois
AWR
American States Water Company
Garik Shmois
CRH
CRH Plc
Garik Shmois
CWT
California Water Service Group
Garik Shmois
CX
CEMEX
Garik Shmois
EXP
Eagle Materials Inc.
Garik Shmois
MLM
Martin Marietta Metals Inc.
Garik Shmois
OC
Owens Corning
Garik Shmois
PNR
Pentair, Inc.
Garik Shmois
RMIX
U.S. Concrete
Garik Shmois
SSD
Simpson Manufacturing Co., Inc.
Garik Shmois
TXI
Texas Industries, Inc.
Garik Shmois
USG
USG Corp.
Garik Shmois
VMC
Vulcan Materials Co.
Garik Shmois
WTR
Aqua America, Inc
Garik Shmois
WTS
Watts Water Technologies, Inc.
Garik Shmois
Consumer Durables
AMWD
American Woodmark Corp.
David MacGregor
AWI
Armstrong World Industries, Inc.
David MacGregor
BBBY
Bed, Bath & Beyond
Leah Villalobos
BGG
Briggs & Stratton Corp.
Leah Villalobos
ELUX-B
Electrolux
David MacGregor
FBHS
Fortune Brands, Inc.
David MacGregor
HNI
HNI Corp.
Leah Villalobos
IFSIA
Interface, Inc.
David MacGregor
KNL
Knoll Inc.
Leah Villalobos
LEG
Leggett & Platt, Inc.
Leah Villalobos
MAS
Masco Corp.
David MacGregor
MHK
Mohawk Industries Inc.
David MacGregor
MLHR
Herman Miller Inc.
Leah Villalobos
PIR
Pier 1 Imports
Leah Villalobos
POOL
Pool Corp.
Leah Villalobos
SCS
Steelcase Inc.
Leah Villalobos
SCSS
Select Comfort Corp.
Leah Villalobos
SMG
The Scotts Miracle-Gro Co.
Leah Villalobos
SWK
Stanley Works
David MacGregor
TPX
Tempur Pedic International Inc.
Leah Villalobos
TTC
Toro
Leah Villalobos
WHR
Whirlpool
David MacGregor
ZZ
Sealy Corp.
Leah Villalobos
Electronic Components Supply Chain
BDC
Belden, Inc.
Shawn Harrison
BGC
General Cable Corp.
Shawn Harrison
Electronics
APH
Amphenol Corp.
Shawn Harrison
ARW
Arrow Electronics, Inc.
Shawn Harrison
AVT
Avnet, Inc.
Shawn Harrison
AVX
AVX Corp.
Shawn Harrison
AXE
Anixter International Inc.
Shawn Harrison
CLS
Celestica Inc.
Shawn Harrison
DIOD
Diodes Inc.
Shawn Harrison
FLEX
Flextronics International Ltd.
Shawn Harrison
JBL
Jabil Circuit, Inc.
Shawn Harrison
LFUS
Littelfuse, Inc.
Shawn Harrison
MOLX
Molex Inc.
Shawn Harrison
PLXS
Plexus Corp.
Shawn Harrison
SANM
Sanmina-SCI Corp.
Shawn Harrison
ST
Sensata Technologies Holdings
Shawn Harrison
TEL
Tyco Electronics Ltd.
Shawn Harrison
TTMI
TTM Technologies, Inc.
Shawn Harrison
VSH
Vishay Intertechnology, Inc.
Shawn Harrison
Food
BGS
B&G Foods, Inc.
Alton Stump
CPB
Campbell Soup Co.
Alton Stump
DF
Dean Foods Co.
Alton Stump
DMND
Diamond Foods Inc.
Alton Stump
FLO
Flowers Foods, Inc.
Alton Stump
GIS
General Mills, Inc.
Alton Stump
K
Kellogg Co.
Alton Stump
KR
The Kroger Co.
Alton Stump
MKC
McCormick & Company, Inc.
Alton Stump
RAH
Ralcorp Holdings, Inc.
Alton Stump
LANC
Lancaster Colony Corporation
Alton Stump
SVU
SUPERVALU, INC.
Alton Stump
SWY
Safeway, Inc.
Alton Stump
WFMI
Whole Foods Market, Inc.
Alton Stump
Forest & Paper
IP
International Paper Co.
Joshua Zaret
LPX
Louisiana-Pacific Corp.
Joshua Zaret
MWV
MeadWestvaco Corp.
Joshua Zaret
PCL
Plum Creek Timber
Joshua Zaret
PKG
Packaging Corp. of America
Joshua Zaret
RKT
Rock-Tenn Co.
Joshua Zaret
SON
Sonoco Products
Joshua Zaret
TIN
Temple-Inland Inc.
Joshua Zaret
WY
Weyerhaeuser Co.
Joshua Zaret
Industrial Technology
A
Agilent Technologies, Inc.
Mark Douglass
AME
AMETEK, Inc.
Mark Douglass
COHR
Coherent Inc.
Mark Douglass
DHR
Danaher Corp.
Mark Douglass
IIVI
II-VI Inc.
Mark Douglass
IPGP
IPG Photonics Corp.
Mark Douglass
NATI
National Instruments Corp.
Mark Douglass
NDSN
Nordson Corp.
Mark Douglass
NEWP
Newport Corp.
Mark Douglass
ROP
Roper Industries
Mark Douglass
RSTI
Rofin-Sinar Technologies Inc.
Mark Douglass
Industry Machinery
CAT
Caterpillar Inc.
Eli Lustgarten
CBE
Cooper Industries, Ltd.
Eli Lustgarten
CMI
Cummins Inc.
Eli Lustgarten
DCI
Donaldson Co., Inc.
Eli Lustgarten
DE
Deere & Co.
Eli Lustgarten
EMR
Emerson Electric Co.
Eli Lustgarten
ETN
Eaton Corp.
Eli Lustgarten
IN
Intermec, Inc.
Eli Lustgarten
IR
Ingersoll-Rand Co. Ltd.
Eli Lustgarten
ITW
Illinois Tool Works Inc.
Eli Lustgarten
KDN
Kaydon Corp.
Eli Lustgarten
KMT
Kennametal Inc.
Eli Lustgarten
LECO
Lincoln Electric Holdings, Inc.
Mark Douglass
PH
Parker-Hannifin Corp.
Eli Lustgarten
ROK
Rockwell Automation Inc.
Mark Douglass
TKR
The Timken Co.
Eli Lustgarten
TRMB
Trimble Navigation, Ltd.
Eli Lustgarten
Leisure
ACAT
Arctic Cat Inc.
James Hardiman
ATVI
Activision-Blizzard
James Hardiman
BC
Brunswick Corporation
James Hardiman
ELY
Callaway Golf
James Hardiman
EA
Electronic Arts
James Hardiman
FUN
Cedar Fair
James Hardiman
GME
Gamestop
James Hardiman
HAS
Hasbro, Inc.
James Hardiman
HOG
Harley-Davidson
James Hardiman
HZO
MarineMax Inc.
James Hardiman
MAT
Mattel, Inc.
James Hardiman
PII
Polaris Industries Inc.
James Hardiman
THQI
THQ
James Hardiman
TTWO
Take-Two Interactive
James Hardiman
Mining Materials
CLF
Cleveland-Cliffs Inc.
David MacGregor
Packaging
ATR
Aptar
Alton Stump
BLL
Ball Corp
Alton Stump
BMS
Bemis Co. Inc.
Alton Stump
CCK
Crown Holdings, Inc.
Alton Stump
OI
Owens Illinois, Inc.
Alton Stump
SLGN
Silgan Holdings Inc.
Alton Stump
Software
ADSK
AutoDesk, Inc.
Steve Koenig
AMD
Advanced Micro Devices
JoAnne Feeney
ANSS
Ansys, Inc.
Steve Koenig
ARBA
Ariba
Steve Koenig
AVGO
Avago Technologies
JoAnne Feeney
CRM
Salesforce.com
Steve Koenig
IDTI
Integrated Device Technology
JoAnne Feeney
INFA
Informatica Corp.
Steve Koenig
INTC
Intel
JoAnne Feeney
ISIL
Intersil Corporation
JoAnne Feeney
KNXA
Kenexa
Steve Koenig
LLTC
Linear Technology Corporation
JoAnne Feeney
MXIM
Maxim Integrated Products, Inc.
JoAnne Feeney
NUAN
Nuance Communications, Inc.
Steve Koenig
NVDA
Nividia Corporation
JoAnne Feeney
PEGA
Pegasystems, Inc.
Steve Koenig
PMTC
Parametric Technology Corp.
Steve Koenig
PRGS
Progress Software Corp.
Steve Koenig
TIBX
Tibco Software
Steve Koenig
TXN
Texas Instruments, Inc.
JoAnne Feeney
VLTR
Volterra Semiconductor Corporation
JoAnne Feeney
Specialty Chemicals
ALB
Albemarle Corp.
Dmitry Silversteyn
ASH
Ashland
Dmitry Silversteyn
CBM
Cambrex Corp.
Dmitry Silversteyn
CCMP
Cabot Microelectronics Corp.
Dmitry Silversteyn
CHMT
Chemtura Corp.
Dmitry Silversteyn
ECL
Ecolab Inc.
Dmitry Silversteyn
FMC
FMC Corp.
Dmitry Silversteyn
FOE
Ferro Corp.
Dmitry Silversteyn
FUL
H.B. Fuller Co.
Dmitry Silversteyn
NEU
NewMarket Corp.
Dmitry Silversteyn
OLN
Olin Corp.
Dmitry Silversteyn
POL
Polyone Corp.
Dmitry Silversteyn
PPG
PPG Industries, Inc.
Dmitry Silversteyn
SEH
Spartech Corp.
Dmitry Silversteyn
SHLM
Schulman, Inc.
Dmitry Silversteyn
SHW
Sherwin Williams
Dmitry Silversteyn
SIAL
Sigma-Aldrich Corp.
Dmitry Silversteyn
VAL
Valspar Corp.
Dmitry Silversteyn
Specialty Retail
BGFV
Big 5 Sporting Goods Corp.
Jonathon Grassi
CAB
Cabelas, Inc.
Jonathon Grassi
CTRN
Citi Trends
Jonathon Grassi
DECK
Deckers Outdoors Corp.
Jonathon Grassi
DKS
Dicks Sporting Goods, Inc.
Jonathon Grassi
FINL
The Finish Line, Inc.
Jonathon Grassi
FL
Foot Locker, Inc.
Jonathon Grassi
HD
The Home Depot, Inc.
David MacGregor
HIBB
Hibbett Sports
Jonathan Grassi
LL
Lumber Liquidators
David MacGregor
LOW
Lowe's Companies, Inc.
David MacGregor
UA
Under Armour, Inc.
Jonathon Grassi
WWW
Wolverine World Wide, Inc.
Jonathon Grassi
Steel
AKS
AK Steel
David MacGregor
CMC
Commercial Metals Co.
David MacGregor
NUE
Nucor
David MacGregor
STLD
Steel Dynamics
David MacGregor
X
U.S. Steel
David MacGregor
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