Ratings by KeyBanc (Steve Barger)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | Westinghouse Air Brake | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Fastly Inc. | FSLY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | FLEX Ltd | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2026 | KLA Corporation | KLAC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/5/2026 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | KLA Corporation | KLAC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/13/2026 | KLA Corporation | KLAC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/10/2026 | Federal Signal | FSS | Upgrade | Overweight (Sector Weight) |
108.77 (117.44) |
7.97% | Details | |
| 3/6/2026 | Park-Ohio Holdings | PKOH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2026 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2026 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Lincoln Electric | LECO | Maintain | (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | (N/A) |
|
Details | ||
| 2/12/2026 | Westinghouse Air Brake | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Park-Ohio Holdings | PKOH | Upgrade | Overweight (Sector Weight) |
25.03 (36.55) |
46.02% | Details | |
| 2/9/2026 | Timken | TKR | Upgrade | Overweight (Sector Weight) |
102.15 (141.97) |
38.98% | Details | |
| 2/6/2026 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/16/2026 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2025 | Amkor Technology | AMKR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 10/13/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2025 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2025 | Lam Research | LRCX | Downgrade | Sector Weight (Overweight) |
126.92 (409.54) |
222.68% | Details | |
| 8/27/2025 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2025 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2025 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | Amkor Technology | AMKR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/25/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Westinghouse Air Brake | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Federal Signal | FSS | Downgrade | Sector Weight (Overweight) |
112.50 (108.77) |
-3.32% | Details | |
| 7/2/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2025 | Westinghouse Air Brake | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Federal Signal | FSS | Upgrade | Overweight (Sector Weight) |
89.59 (112.50) |
25.57% | Details | |
| 5/9/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | Teradyne | TER | Downgrade | Sector Weight (Overweight) |
74.06 (457.00) |
517.07% | Details | |
| 4/17/2025 | Amkor Technology | AMKR | Downgrade | Sector Weight (Overweight) |
17.08 (93.55) |
447.72% | Details | |
| 4/8/2025 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2025 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | Amkor Technology | AMKR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | Oshkosh | OSK | Upgrade | Overweight (Sector Weight) |
96.03 (142.30) |
48.18% | Details | |
| 1/17/2025 | Applied Materials | AMAT | Upgrade | Overweight (Sector Weight) |
178.38 (640.18) |
258.89% | Details | |
| 1/17/2025 | Lam Research | LRCX | Upgrade | Overweight (Sector Weight) |
76.15 (126.92) |
66.67% | Details | |
| 12/10/2024 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2024 | Flextronics | FLEX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Timken | TKR | Downgrade | Sector Weight (Overweight) |
73.94 (102.15) |
38.15% | Details | |
| 11/22/2024 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2024 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2024 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2024 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | Amkor Technology | AMKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2024 | Flextronics | FLEX | New Coverage | Overweight (N/A) |
34.90 (155.81) |
346.45% | Details | |
| 10/22/2024 | Plexus | PLXS | New Coverage | Sector Weight (N/A) |
138.18 (303.82) |
119.87% | Details | |
| 10/2/2024 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2024 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | Amkor Technology | AMKR | New Coverage | Overweight (N/A) |
30.24 (93.55) |
209.36% | Details | |
| 9/4/2024 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/16/2024 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | MKS Instruments | MKSI | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/28/2024 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2024 | MSC Industrial | MSM | Downgrade | Sector Weight (Overweight) |
84.66 (98.06) |
15.83% | Details | |
| 5/23/2024 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/3/2024 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | Wabtec | WAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/11/2024 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2024 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2024 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2023 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2023 | Terex | TEX | Downgrade | Sector Weight (Overweight) |
56.66 (68.94) |
21.67% | Details | |
| 9/27/2023 | Oshkosh | OSK | Downgrade | Sector Weight (Overweight) |
95.15 (96.03) |
0.92% | Details | |
| 8/11/2023 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2023 | KLA Corporation | KLAC | Downgrade | Sector Weight (Overweight) |
467.91 (269.16) |
-42.48% | Details | |
| 6/27/2023 | Lincoln Electric | LECO | Upgrade | Overweight (Sector Weight) |
191.84 (274.75) |
43.22% | Details | |
| 6/23/2023 | Advanced Energy Industries | AEIS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2023 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2023 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2023 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2023 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2023 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2023 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2023 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2023 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2022 | MKS Instruments | MKSI | Upgrade | Overweight (Sector Weight) |
82.25 (420.56) |
411.32% | Details | |
| 11/22/2022 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Federal Signal | FSS | Downgrade | Sector Weight (Overweight) |
49.34 (89.59) |
81.58% | Details | |
| 10/31/2022 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2022 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2022 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/31/2022 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | Park-Ohio Holdings | PKOH | Downgrade | Sector Weight (Overweight) |
15.34 (25.03) |
63.17% | Details | |
| 3/18/2022 | NN, Inc | NNBR | Downgrade | Sector Weight (Overweight) |
3.05 (2.70) |
-11.48% | Details | |
| 3/2/2022 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2022 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2022 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Advanced Energy Industries | AEIS | New Coverage | Overweight (N/A) |
88.00 (388.23) |
341.17% | Details | |
| 1/26/2022 | MKS Instruments | MKSI | New Coverage | Sector Weight (N/A) |
163.61 (420.56) |
157.05% | Details | |
| 1/26/2022 | Lam Research | LRCX | New Coverage | Sector Weight (N/A) |
621.82 (409.54) |
-34.14% | Details | |
| 1/26/2022 | KLA Corporation | KLAC | New Coverage | Overweight (N/A) |
391.10 (269.16) |
-31.18% | Details | |
| 1/26/2022 | Applied Materials | AMAT | New Coverage | Sector Weight (N/A) |
139.29 (640.18) |
359.6% | Details | |
| 1/26/2022 | Teradyne | TER | New Coverage | Overweight (N/A) |
147.44 (457.00) |
209.96% | Details | |
| 1/26/2022 | Teradyne | TER | New Coverage | Overweight (N/A) |
147.44 (147.44) |
0% | Details | |
| 11/10/2021 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2021 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | Park-Ohio Holdings | PKOH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | NN, Inc | NNBR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2021 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2021 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2021 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2021 | NN, Inc | NNBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | Park-Ohio Holdings | PKOH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2021 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Herc Holding | HRI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2021 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2021 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2021 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2021 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2021 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2021 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2021 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2021 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2021 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2021 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2021 | Park-Ohio Holdings | PKOH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2021 | Federal Signal | FSS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2021 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2021 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2021 | Terex | TEX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2021 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2021 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2021 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2021 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2020 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2020 | Oshkosh | OSK | Upgrade | Overweight (Sector Weight) |
80.76 (142.30) |
76.2% | Details | |
| 12/4/2020 | Federal Signal | FSS | Upgrade | Overweight (Sector Weight) |
30.58 (117.44) |
284.04% | Details | |
| 12/4/2020 | Terex | TEX | Upgrade | Overweight (Sector Weight) |
31.21 (68.94) |
120.89% | Details | |
| 11/23/2020 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2020 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2020 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2020 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2020 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2020 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Park-Ohio Holdings | PKOH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2020 | Kennametal | KMT | Downgrade | Sector Weight (Overweight) |
32.68 (35.44) |
8.45% | Details | |
| 10/14/2020 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2020 | Greenbrier Companies | GBX | Downgrade | Sector Weight (Overweight) |
27.12 (50.20) |
85.1% | Details | |
| 8/20/2020 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2020 | WESCO International | WCC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2020 | WESCO International | WCC | Upgrade | Overweight (Sector Weight) |
38.75 (369.72) |
854.12% | Details | |
| 6/11/2020 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2020 | Kennametal | KMT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2020 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2020 | MSC Industrial | MSM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2020 | Park-Ohio Holdings | PKOH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Greenbrier Companies | GBX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2020 | Wabtec | WAB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2020 | Timken | TKR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2020 | Kennametal | KMT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2020 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2020 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2020 | MSC Industrial | MSM | Upgrade | Overweight (Sector Weight) |
51.39 (84.66) |
64.74% | Details | |
| 12/11/2019 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2019 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2019 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Milacron Holdings | MCRN | Maintain | Sector Weight (Sector Weight) |
|
Details | ||
| 10/7/2019 | Milacron Holdings | MCRN | Downgrade | Sector Weight (Overweight) |
16.40 (16.80) |
2.44% | Details | |
| 9/16/2019 | Wabtec | WAB | Upgrade | Overweight (Sector Weight) |
74.80 (276.75) |
269.99% | Details | |
| 9/16/2019 | Greenbrier Companies | GBX | Upgrade | Overweight (Sector Weight) |
29.14 (50.20) |
72.27% | Details | |
| 8/15/2019 | Applied Industrial Technologies | AIT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2019 | Ametek Inc. | AME | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2019 | Lincoln Electric | LECO | Downgrade | Sector Weight (Overweight) |
80.16 (274.75) |
242.75% | Details | |
| 4/8/2019 | Greenbrier Companies | GBX | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/15/2019 | NN, Inc | NNBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2019 | Trinity Industries | TRN | Downgrade | Sector Weight (Overweight) |
22.44 (35.13) |
56.55% | Details | |
| 3/11/2019 | Greenbrier Companies | GBX | Downgrade | Sector Weight (Overweight) |
38.63 (29.14) |
-24.57% | Details | |
| 2/12/2019 | Fastenal | FAST | Downgrade | Sector Weight (Overweight) |
61.87 (46.12) |
-25.46% | Details | |
| 1/15/2019 | Applied Industrial Technologies | AIT | Upgrade | Overweight (Sector Weight) |
57.96 (338.07) |
483.28% | Details | |
| 11/29/2018 | Greenbrier Companies | GBX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2018 | NN, Inc | NNBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/26/2018 | Milacron Holdings | MCRN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2018 | Lincoln Electric | LECO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2018 | Greenbrier Companies | GBX | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/7/2018 | Fastenal | FAST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2018 | Wabtec | WAB | Downgrade | Sector Weight (Overweight) |
109.67 (74.80) |
-31.8% | Details | |
| 8/17/2018 | Greenbrier Companies | GBX | Maintain | Overweight (N/A) |
|
Details |
