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Comcast Corporation Class A Common Stock (CMCSA $24.94)
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Cummins Inc. (CMI $709.57)
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The Hershey Company (HSY $195.67)
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Quanta Services Inc. (PWR $773.72)
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United Rentals Inc. (URI $935.26)
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Vertiv Holdings LLC Class A (VRT $369.99)
Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!