- Stantec Inc. (STN)
- Comfort Systems USA Inc. (FIX)
- SPX Technologies Inc. (SPXC)
- TopBuild Corp. (BLD)
- Trane Technologies plc (TT)
Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?