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Roper Technologies Inc. (ROP $362.42)
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United Rentals Inc. (URI $899.55)
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WSP Global Inc. (WSP $265.84)
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TFI International Inc. (TFII $166.50)
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ATS Corporation (ATS $40.79)
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Transdigm Group Incorporated (TDG $1,285.53)
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Axon Enterprise Inc. (AXON $414.20)
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Heico Corporation (HEI $326.67)
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Vertiv Holdings LLC Class A (VRT $195.58)
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Trane Technologies plc (TT $454.76)
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RTX Corporation (RTX $198.66)
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Thanks