|
Suppliers by BA's Divisions
(Most recent Quarter in Millions of $)
|
Select the Relationship:
|
|
Select the Category:
|
|
| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| The Boeing Company |
BA |
Commercial Airplanes |
17,692.0 |
1,768.0 |
9.99 % |
| Alcoa Corp |
AA |
Primary Metals |
1,249.0 |
-59.0 |
- |
| Century Aluminum Company |
CENX |
Total |
560.4 |
-6.7 |
- |
| Alcoa Corp |
AA |
Flat-Rolled Products |
1,527.0 |
62.0 |
4.06 % |
| Ati Inc |
ATI |
FlatRolled Products |
358.0 |
-91.8 |
- |
| Itt Inc |
ITT |
Industrial Process |
270.6 |
34.0 |
12.56 % |
| Honeywell International Inc |
HON |
Aerospace |
3,820.0 |
833.0 |
21.81 % |
| Nucor Corporation |
NUE |
Steel mills |
2,816.4 |
260.8 |
9.26 % |
| Nucor Corporation |
NUE |
Steel products |
1,081.0 |
96.2 |
8.9 % |
| Worthington Industries Inc |
WOR |
Processed Steel Products |
490.8 |
23.6 |
4.82 % |
| Ati Inc |
ATI |
High Performance Metals |
474.7 |
18.8 |
3.96 % |
| Alcoa Corp |
AA |
Engineered Products |
1,397.0 |
151.0 |
10.81 % |
| Eaton Corporation Plc |
ETN |
Fluid Power |
599.0 |
44.0 |
7.35 % |
| Parker hannifin Corporation |
PH |
Aerospace |
544.6 |
74.0 |
13.59 % |
| Crane Company |
CR |
Aerospace |
167.1 |
31.7 |
18.97 % |
| Itt Inc |
ITT |
Motion & Flow Control |
386.0 |
49.0 |
12.69 % |
| The Goodyear Tire and Rubber Company |
GT |
Total Tires |
4,184.0 |
599.0 |
14.32 % |
| Northrop Grumman Corp |
NOC |
Electronic Systems |
1,767.0 |
275.0 |
15.56 % |
| Lockheed Martin Corporation |
LMT |
Electronic Systems |
3,740.0 |
556.0 |
14.87 % |
| General Dynamics Corporation |
GD |
Aerospace |
2,108.0 |
431.0 |
20.45 % |
| Piedmont Lithium Inc |
PLL |
Aerospace |
55.0 |
0.0 |
- |
| Emerson Electric Co |
EMR |
Electronics & Telecommunications |
1,231.0 |
81.0 |
6.58 % |
| General Electric Company |
GE |
Aviation |
6,001.0 |
1,353.0 |
22.55 % |
| Dover Corp |
DOV |
Mobile Equipment |
277.7 |
0.0 |
- |
| Flowserve Corp |
FLS |
Pump Division |
514.5 |
155.4 |
30.2 % |
| Eaton Corporation Plc |
ETN |
Aerospace |
449.0 |
79.0 |
17.59 % |
| Roper Technologies Inc |
ROP |
Industrial Technology |
186.1 |
52.3 |
28.1 % |
| Steel Dynamics Inc |
STLD |
Steel Operations |
1,285.5 |
124.7 |
9.7 % |
| Steel Dynamics Inc |
STLD |
Steel fabrication |
173.0 |
36.7 |
21.23 % |
| Garmin Ltd |
GRMN |
Aviation |
102.3 |
27.4 |
26.8 % |
| Ptc Inc |
PTC |
Total |
547.5 |
45.6 |
8.33 % |
| Air Industries Group |
AIRI |
Total |
13.6 |
0.3 |
2.2 % |
| Astronics Corporation |
ATRO |
Total |
197.4 |
1.5 |
0.78 % |
| Cpi Aerostructures Inc |
CVU |
Total |
20.1 |
1.4 |
7.01 % |
| Ducommun Incorporated |
DCO |
Total |
196.2 |
7.7 |
3.94 % |
| Heico Corporation |
HEI |
Total |
992.2 |
147.8 |
14.9 % |
| Tat Technologies Ltd |
TATT |
Total |
113.8 |
4.7 |
4.11 % |
| Triumph Group Inc |
TGI |
Total |
354.1 |
-1.3 |
- |
| Spirit Aerosystems Holdings inc |
SPR |
Total |
1,491.9 |
-415.1 |
- |
| The Gorman rupp Company |
GRC |
Total |
169.1 |
8.3 |
4.93 % |
| Graco Inc |
GGG |
Total |
553.2 |
133.0 |
24.04 % |
| Kaman Corporation |
KAMN |
Total |
203.1 |
1.2 |
0.61 % |
| Transdigm Group Incorporated |
TDG |
Total |
2,046.0 |
461.0 |
22.53 % |
| Sifco Industries Inc |
SIF |
Total |
28.5 |
0.1 |
0.25 % |
| Gentex Corporation |
GNTX |
Total |
572.6 |
86.0 |
15.03 % |
| Novelis Inc |
NVLCN |
Total |
4,187.0 |
150.0 |
3.58 % |
| Remitly Global Inc |
RELY |
Total |
306.4 |
-12.1 |
- |
| Arconic Corporation |
ARNC |
Total |
1,990.0 |
59.0 |
2.96 % |
| Haynes International inc |
HAYN |
Total |
153.5 |
8.1 |
5.29 % |
| Timkensteel Corporation |
TMST |
Total |
354.0 |
24.8 |
7.01 % |
| Universal Stainless and Alloy Products Inc |
USAP |
Total |
82.0 |
8.9 |
10.81 % |
| Solitario Resources Corp |
XPL |
Total |
0.1 |
-0.8 |
- |
| Ufp Technologies Inc |
UFPT |
Total |
110.0 |
13.6 |
12.32 % |
| Barnes Group Inc |
B |
Total |
382.2 |
-46.8 |
- |
| Dmc Global Inc |
BOOM |
Total |
170.4 |
6.3 |
3.69 % |
| Circor International Inc |
CIR |
Total |
208.8 |
-8.6 |
- |
| Kaiser Aluminum Corporation |
KALU |
Total |
743.6 |
5.4 |
0.73 % |
| Liquidmetal Technologies Inc |
LQMT |
Total |
0.2 |
-0.3 |
- |
| Mueller Industries Inc |
MLI |
Total |
997.7 |
163.4 |
16.38 % |
| Materion Corporation |
MTRN |
Total |
425.9 |
19.0 |
4.47 % |
| Enpro Inc |
NPO |
Total |
271.0 |
26.7 |
9.85 % |
| Proto Labs Inc |
PRLB |
Total |
125.5 |
4.5 |
3.62 % |
| Ryerson Holding Corporation |
RYI |
Total |
1,246.3 |
35.3 |
2.83 % |
| Timken Co |
TKR |
Total |
1,182.3 |
102.0 |
8.63 % |
| Plexus Corp |
PLXS |
Total |
960.4 |
25.1 |
2.62 % |
| Viavi Solutions Inc |
VIAV |
Total |
252.6 |
-21.7 |
- |
| Gilat Satellite Networks Ltd |
GILT |
Total |
266.1 |
23.5 |
8.83 % |
| Dish Network Corporation |
DISH |
Total |
3,568.3 |
-211.8 |
- |
| Viasat Inc |
VSAT |
Total |
1,225.4 |
-765.8 |
- |
| Nova Ltd |
NVMI |
Total |
517.9 |
136.3 |
26.32 % |
| APROX. MARKET |
|
SUBTOTAL |
65,043 |
5,518 |
8.48 % |
| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| The Boeing Company |
BA |
Precision Engagement & Mobility Systems |
4,051.0 |
496.0 |
12.24 % |
| Alcoa Corp |
AA |
Primary Metals |
1,249.0 |
-59.0 |
- |
| Alcoa Corp |
AA |
Flat-Rolled Products |
1,527.0 |
62.0 |
4.06 % |
| Alcoa Corp |
AA |
Engineered Products |
1,397.0 |
151.0 |
10.81 % |
| Ati Inc |
ATI |
FlatRolled Products |
358.0 |
-91.8 |
- |
| Ati Inc |
ATI |
High Performance Metals |
474.7 |
18.8 |
3.96 % |
| General Electric Company |
GE |
Aviation |
6,001.0 |
1,353.0 |
22.55 % |
| Itt Inc |
ITT |
Industrial Process |
270.6 |
34.0 |
12.56 % |
| Crane Company |
CR |
Aerospace |
167.1 |
31.7 |
18.97 % |
| Eaton Corporation Plc |
ETN |
Fluid Power |
599.0 |
44.0 |
7.35 % |
| Emerson Electric Co |
EMR |
Electronics & Telecommunications |
1,231.0 |
81.0 |
6.58 % |
| General Dynamics Corporation |
GD |
Information Systems Technology |
2,370.0 |
217.0 |
9.16 % |
| General Dynamics Corporation |
GD |
Aerospace |
2,108.0 |
431.0 |
20.45 % |
| Honeywell International Inc |
HON |
Aerospace |
3,820.0 |
833.0 |
21.81 % |
| Itt Inc |
ITT |
Defense Electronics |
1,529.0 |
178.0 |
11.64 % |
| Itt Inc |
ITT |
Motion & Flow Control |
386.0 |
49.0 |
12.69 % |
| Lockheed Martin Corporation |
LMT |
Electronic Systems |
3,740.0 |
556.0 |
14.87 % |
| Northrop Grumman Corp |
NOC |
Electronic Systems |
1,767.0 |
275.0 |
15.56 % |
| Nucor Corporation |
NUE |
Steel mills |
2,816.4 |
260.8 |
9.26 % |
| Nucor Corporation |
NUE |
Steel products |
1,081.0 |
96.2 |
8.9 % |
| Piedmont Lithium Inc |
PLL |
Aerospace |
55.0 |
0.0 |
- |
| Parker hannifin Corporation |
PH |
Aerospace |
544.6 |
74.0 |
13.59 % |
| Textron Inc |
TXT |
Defense & Intelligence |
420.0 |
39.0 |
9.29 % |
| Worthington Industries Inc |
WOR |
Processed Steel Products |
490.8 |
23.6 |
4.82 % |
| Flowserve Corp |
FLS |
Pump Division |
514.5 |
155.4 |
30.2 % |
| Eaton Corporation Plc |
ETN |
Aerospace |
449.0 |
79.0 |
17.59 % |
| Roper Technologies Inc |
ROP |
Industrial Technology |
186.1 |
52.3 |
28.1 % |
| Steel Dynamics Inc |
STLD |
Steel Operations |
1,285.5 |
124.7 |
9.7 % |
| Steel Dynamics Inc |
STLD |
Steel fabrication |
173.0 |
36.7 |
21.23 % |
| Century Aluminum Company |
CENX |
Total |
560.4 |
-6.7 |
- |
| Centerpoint Energy Inc |
CNP |
Electric Transmission & Distribution |
827.0 |
244.0 |
29.5 % |
| Cms energy Corporation |
CMS |
Electric utility |
1,233.0 |
166.0 |
13.46 % |
| Consolidated Edison Inc |
ED |
Electric |
2,041.0 |
438.0 |
21.46 % |
| Dominion Energy Inc |
D |
Energy |
335.0 |
152.0 |
45.37 % |
| Dominion Energy Inc |
D |
Delivery |
539.0 |
125.0 |
23.19 % |
| Edison International |
EIX |
Electric utility |
3,763.0 |
487.0 |
12.94 % |
| Firstenergy Corp |
FE |
Regulated Serv. |
2,624.0 |
234.0 |
8.92 % |
| Nisource Inc |
NI |
Electric |
431.5 |
383.0 |
88.76 % |
| Pg and e Corp |
PCG |
Total |
5,986.0 |
524.0 |
8.75 % |
| Pinnacle West Capital Corporation |
PNW |
Regulated electricity |
1,199.1 |
835.3 |
69.66 % |
| Ppl Corporation |
PPL |
International |
552.0 |
249.0 |
45.11 % |
| Ppl Corporation |
PPL |
Delivery |
1,320.0 |
166.0 |
12.58 % |
| Public Service Enterprise Group Incorporated |
PEG |
PSE&G |
1,096.0 |
206.0 |
18.8 % |
| Sempra |
SRE |
San Diego Gas & Electric |
1,230.0 |
170.0 |
13.82 % |
| Xcel Energy Inc |
XEL |
Electric Utility |
2,667.5 |
438.0 |
16.42 % |
| Ameren Corporation |
AEE |
Total Electric |
1,705.0 |
0.0 |
- |
| Nrg Energy Inc |
NRG |
Reliant Energy |
2,329.0 |
88.0 |
3.78 % |
| Exelon Corporation |
EXC |
ComEd |
1,222.0 |
126.0 |
10.31 % |
| Exelon Corporation |
EXC |
PECO |
693.0 |
81.0 |
11.69 % |
| Entergy Corporation |
ETR |
Electric Utility |
2,246.1 |
0.0 |
- |
| Leidos Holdings Inc |
LDOS |
Defense Solutions |
879.0 |
74.0 |
8.42 % |
| Garmin Ltd |
GRMN |
Aviation |
102.3 |
27.4 |
26.8 % |
| Ptc Inc |
PTC |
Total |
547.5 |
45.6 |
8.33 % |
| Air Industries Group |
AIRI |
Total |
13.6 |
0.3 |
2.2 % |
| Astronics Corporation |
ATRO |
Total |
197.4 |
1.5 |
0.78 % |
| Cpi Aerostructures Inc |
CVU |
Total |
20.1 |
1.4 |
7.01 % |
| Elbit Systems Ltd |
ESLT |
Total |
5,974.7 |
215.9 |
3.61 % |
| Heico Corporation |
HEI |
Total |
992.2 |
147.8 |
14.9 % |
| Kratos Defense and Security Solutions inc |
KTOS |
Total |
299.2 |
7.9 |
2.64 % |
| Ducommun Incorporated |
DCO |
Total |
196.2 |
7.7 |
3.94 % |
| Optex Systems Holdings Inc |
OPXS |
Total |
8.9 |
1.3 |
14.2 % |
| The Gorman rupp Company |
GRC |
Total |
169.1 |
8.3 |
4.93 % |
| Kaman Corporation |
KAMN |
Total |
203.1 |
1.2 |
0.61 % |
| Transdigm Group Incorporated |
TDG |
Total |
2,046.0 |
461.0 |
22.53 % |
| Sifco Industries Inc |
SIF |
Total |
28.5 |
0.1 |
0.25 % |
| Richardson Electronics Ltd |
RELL |
Total |
52.3 |
1.2 |
2.35 % |
| Novelis Inc |
NVLCN |
Total |
4,187.0 |
150.0 |
3.58 % |
| Remitly Global Inc |
RELY |
Total |
306.4 |
-12.1 |
- |
| Arconic Corporation |
ARNC |
Total |
1,990.0 |
59.0 |
2.96 % |
| Commercial Metals Company |
CMC |
Total |
2,078.5 |
119.4 |
5.75 % |
| Haynes International inc |
HAYN |
Total |
153.5 |
8.1 |
5.29 % |
| Timkensteel Corporation |
TMST |
Total |
354.0 |
24.8 |
7.01 % |
| Universal Stainless and Alloy Products Inc |
USAP |
Total |
82.0 |
8.9 |
10.81 % |
| Solitario Resources Corp |
XPL |
Total |
0.1 |
-0.8 |
- |
| Barnes Group Inc |
B |
Total |
382.2 |
-46.8 |
- |
| Dmc Global Inc |
BOOM |
Total |
170.4 |
6.3 |
3.69 % |
| Kaiser Aluminum Corporation |
KALU |
Total |
743.6 |
5.4 |
0.73 % |
| Liquidmetal Technologies Inc |
LQMT |
Total |
0.2 |
-0.3 |
- |
| Mueller Industries Inc |
MLI |
Total |
997.7 |
163.4 |
16.38 % |
| Materion Corporation |
MTRN |
Total |
425.9 |
19.0 |
4.47 % |
| Proto Labs Inc |
PRLB |
Total |
125.5 |
4.5 |
3.62 % |
| Ryerson Holding Corporation |
RYI |
Total |
1,246.3 |
35.3 |
2.83 % |
| Leonardo Drs Inc |
DRS |
Total |
753.0 |
38.0 |
5.05 % |
| Osi Systems inc |
OSIS |
Total |
482.3 |
44.7 |
9.26 % |
| Plexus Corp |
PLXS |
Total |
960.4 |
25.1 |
2.62 % |
| Viavi Solutions Inc |
VIAV |
Total |
252.6 |
-21.7 |
- |
| Gilat Satellite Networks Ltd |
GILT |
Total |
266.1 |
23.5 |
8.83 % |
| Dish Network Corporation |
DISH |
Total |
3,568.3 |
-211.8 |
- |
| Technical Communications Corporation |
TCCO |
Total |
0.0 |
-0.5 |
- |
| Viasat Inc |
VSAT |
Total |
1,225.4 |
-765.8 |
- |
| Bk Technologies Corporation |
BKTI |
Total |
20.3 |
1.7 |
8.22 % |
| Nova Ltd |
NVMI |
Total |
517.9 |
136.3 |
26.32 % |
| APROX. MARKET |
|
SUBTOTAL |
104,630 |
11,028 |
10.54 % |
| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| The Boeing Company |
BA |
Network Systems |
2,127.0 |
245.0 |
11.52 % |
| 3m Company |
MMM |
Electro & Communications |
1,378.0 |
342.0 |
24.82 % |
| Ati Inc |
ATI |
FlatRolled Products |
358.0 |
-91.8 |
- |
| Danaher Corporation |
DHR |
Professional Instrumentation |
1,278.1 |
270.5 |
21.16 % |
| Dupont De Nemours Inc |
DD |
Electronic & Communication Technologies |
532.0 |
5.0 |
0.94 % |
| Eastman Chemical Co |
EMN |
SP segment |
315.0 |
38.0 |
12.06 % |
| Freeport mcmoran Inc |
FCX |
Mining & Exploration |
2,838.0 |
531.0 |
18.71 % |
| Freeport mcmoran Inc |
FCX |
Smelting & Refining |
1,615.0 |
16.0 |
0.99 % |
| Dow Inc |
DOW |
Electronic & Specialty Materials |
1,108.0 |
289.0 |
26.08 % |
| Honeywell International Inc |
HON |
Specialty Materials |
2,220.0 |
461.0 |
20.77 % |
| Lockheed Martin Corporation |
LMT |
Electronic Systems |
3,740.0 |
556.0 |
14.87 % |
| Northrop Grumman Corp |
NOC |
Electronic Systems |
1,767.0 |
275.0 |
15.56 % |
| P10 Inc |
PX |
Total |
57.1 |
-8.8 |
- |
| Thermo Fisher Scientific Inc |
TMO |
Measurement & Control |
778.5 |
146.5 |
18.82 % |
| United States Steel Corp |
X |
Total |
4,118.0 |
183.0 |
4.44 % |
| Intel Corporation |
INTC |
Mobility Group |
2,512.0 |
1,221.0 |
48.61 % |
| Te Connectivity Ltd |
TEL |
Electronic Components |
1,984.0 |
262.0 |
13.21 % |
| Emerson Electric Co |
EMR |
Electronics & Telecommunications |
1,231.0 |
81.0 |
6.58 % |
| General Electric Company |
GE |
Aviation |
6,001.0 |
1,353.0 |
22.55 % |
| Fluor Corporation |
FLR |
Industrial & Infrastructure |
1,080.0 |
58.3 |
5.4 % |
| Freeport mcmoran Inc |
FCX |
Copper |
1,548.0 |
0.0 |
- |
| Roper Technologies Inc |
ROP |
Energy Systems & Controls |
144.6 |
42.3 |
29.25 % |
| Berkshire Hathaway Inc |
BRKA |
Marmon |
1,680.0 |
290.0 |
17.26 % |
| Te Connectivity Ltd |
TEL |
Transportation Connectivity |
1,508.0 |
272.0 |
18.04 % |
| Eastman Chemical Co |
EMN |
Advanced Materials |
624.0 |
98.0 |
15.71 % |
| Pentair Plc |
PNR |
Technical Solutions |
432.3 |
101.0 |
23.36 % |
| Astrotech Corp |
ASTC |
Total |
1.2 |
-3.2 |
- |
| Heico Corporation |
HEI |
Total |
992.2 |
147.8 |
14.9 % |
| Tutor Perini Corporation |
TPC |
Total |
1,127.1 |
16.0 |
1.42 % |
| Transdigm Group Incorporated |
TDG |
Total |
2,046.0 |
461.0 |
22.53 % |
| Applied Optoelectronics Inc |
AAOI |
Total |
42.6 |
-26.1 |
- |
| Fuller H B Co |
FUL |
Total |
917.7 |
55.3 |
6.03 % |
| |
AKTS |
Total |
7.5 |
-23.3 |
- |
| Lear Corp |
LEA |
Total |
6,012.4 |
194.4 |
3.23 % |
| Stoneridge Inc |
SRI |
Total |
237.1 |
2.8 |
1.18 % |
| Graybar Electric Company Inc |
GRAYB |
Total |
3,004.8 |
110.6 |
3.68 % |
| |
IEHC |
Total |
7.1 |
0.4 |
5.53 % |
| Richardson Electronics Ltd |
RELL |
Total |
52.3 |
1.2 |
2.35 % |
| |
TAIT |
Total |
1.0 |
0.6 |
57.32 % |
| Nlight Inc |
LASR |
Total |
49.9 |
-11.7 |
- |
| Southern Copper Corp |
SCCO |
Total |
3,118.3 |
953.8 |
30.59 % |
| Tuanche Ltd |
TC |
Total |
22.9 |
-11.7 |
- |
| Lsb Industries Inc |
LXU |
Total |
113.6 |
-7.7 |
- |
| Arrow Electronics inc |
ARW |
Total |
6,892.9 |
109.6 |
1.59 % |
| Barnes Group Inc |
B |
Total |
382.2 |
-46.8 |
- |
| Materion Corporation |
MTRN |
Total |
425.9 |
19.0 |
4.47 % |
| Proto Labs Inc |
PRLB |
Total |
125.5 |
4.5 |
3.62 % |
| Mercury Systems Inc |
MRCY |
Total |
248.6 |
-10.8 |
- |
| Axt Inc |
AXTI |
Total |
27.9 |
-1.2 |
- |
| Broadcom Inc |
AVGO |
Total |
13,072.0 |
-1,875.0 |
- |
| Cts Corporation |
CTS |
Total |
134.6 |
14.0 |
10.38 % |
| Emcore Corporation |
EMKR |
Total |
20.0 |
-14.0 |
- |
| Emagin Corporation |
EMAN |
Total |
4.5 |
-11.2 |
- |
| Ipg Photonics Corp |
IPGP |
Total |
257.2 |
20.2 |
7.84 % |
| Kopin Corporation |
KOPN |
Total |
10.2 |
-32.5 |
- |
| Semileds Corp |
LEDS |
Total |
1.5 |
-0.9 |
- |
| Lightpath Technologies Inc |
LPTH |
Total |
8.6 |
-2.4 |
- |
| Marvell Technology Inc |
MRVL |
Total |
1,272.6 |
-47.1 |
- |
| Macom Technology Solutions Holdings Inc |
MTSI |
Total |
190.5 |
19.9 |
10.47 % |
| Qorvo Inc |
QRVO |
Total |
886.7 |
1.1 |
0.13 % |
| |
SPRS |
Total |
7.3 |
0.2 |
2.69 % |
| Skyworks Solutions Inc |
SWKS |
Total |
905.1 |
120.9 |
13.36 % |
| Trans lux Corporation |
TNLX |
Total |
3.5 |
-0.9 |
- |
| Viavi Solutions Inc |
VIAV |
Total |
252.6 |
-21.7 |
- |
| Comtech Telecommunications Corp |
CMTL |
Total |
128.1 |
2.7 |
2.12 % |
| Harmonic Inc |
HLIT |
Total |
138.5 |
-12.5 |
- |
| Kvh Industries Inc |
KVHI |
Total |
28.7 |
-2.4 |
- |
| Lightwave Logic Inc |
LWLG |
Total |
0.0 |
-6.0 |
- |
| Netgear Inc |
NTGR |
Total |
196.9 |
-84.8 |
- |
| Arcelormittal |
MT |
Total |
68,275.0 |
1,022.0 |
1.5 % |
| Foresight Autonomous Holdings Ltd |
FRSX |
Total |
0.5 |
18.4 |
3704.23 % |
| Nxp Semiconductors N v |
NXPI |
Total |
3,127.0 |
664.0 |
21.23 % |
| Wolfspeed Inc |
WOLF |
Total |
201.4 |
-573.0 |
- |
| Synaptics Incorporated |
SYNA |
Total |
237.1 |
-55.6 |
- |
| Digi International Inc |
DGII |
Total |
105.2 |
9.7 |
9.22 % |
| Silicom Ltd |
SILC |
Total |
124.1 |
-26.4 |
- |
| Frequency Electronics Inc |
FEIM |
Total |
15.1 |
2.4 |
16.12 % |
| APROX. MARKET |
|
SUBTOTAL |
156,308 |
7,855 |
5.03 % |
| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| The Boeing Company |
BA |
Support Systems |
2,172.0 |
281.0 |
12.94 % |
| 3m Company |
MMM |
Electro & Communications |
1,378.0 |
342.0 |
24.82 % |
| 3m Company |
MMM |
Display & Graphics |
910.0 |
152.0 |
16.7 % |
| Alcoa Corp |
AA |
Primary Metals |
1,249.0 |
-59.0 |
- |
| Ati Inc |
ATI |
FlatRolled Products |
358.0 |
-91.8 |
- |
| Amdocs Limited |
DOX |
Total |
4,887.6 |
543.0 |
11.11 % |
| Analog Devices Inc |
ADI |
Total |
2,311.2 |
392.2 |
16.97 % |
| Applied Materials Inc |
AMAT |
Total |
6,778.0 |
1,705.0 |
25.15 % |
| Avery Dennison Corporation |
AVY |
Pressure-sensitive |
1,114.1 |
129.8 |
11.65 % |
| Corning Inc |
GLW |
Telecommunications |
800.0 |
77.0 |
9.63 % |
| Corning Inc |
GLW |
Display technologies |
789.0 |
303.0 |
38.4 % |
| Dow Inc |
DOW |
Performance Plastics |
4,665.0 |
1,349.0 |
28.92 % |
| Dupont De Nemours Inc |
DD |
Electronic & Communication Technologies |
532.0 |
5.0 |
0.94 % |
| Dupont De Nemours Inc |
DD |
Safety & Protection |
156.0 |
156.0 |
100 % |
| Freeport mcmoran Inc |
FCX |
Total |
6,624.0 |
1,280.0 |
19.32 % |
| Hp inc |
HPQ |
Enterprise Systems |
7,007.0 |
912.0 |
13.02 % |
| Dow Inc |
DOW |
Electronic & Specialty Materials |
1,108.0 |
289.0 |
26.08 % |
| Honeywell International Inc |
HON |
Specialty Materials |
2,220.0 |
461.0 |
20.77 % |
| International Business Machines Corporation |
IBM |
Hardware |
1,492.0 |
-24.0 |
- |
| Ciena Corp |
CIEN |
Total |
942.3 |
14.2 |
1.51 % |
| Kla Corp |
KLAC |
Total |
2,568.7 |
836.4 |
32.56 % |
| Lockheed Martin Corporation |
LMT |
Electronic Systems |
3,740.0 |
556.0 |
14.87 % |
| Newmont Corporation |
NEM |
Total |
4,402.0 |
857.0 |
19.47 % |
| Northrop Grumman Corp |
NOC |
Electronic Systems |
1,767.0 |
275.0 |
15.56 % |
| Nucor Corporation |
NUE |
Steel mills |
2,816.4 |
260.8 |
9.26 % |
| Nucor Corporation |
NUE |
Steel products |
1,081.0 |
96.2 |
8.9 % |
| Ppg Industries Inc |
PPG |
Coatings |
3,594.0 |
620.0 |
17.25 % |
| Sealed Air Corp |
SEE |
Protective & Specialty Packaging |
384.7 |
81.0 |
21.06 % |
| Worthington Industries Inc |
WOR |
Processed Steel Products |
490.8 |
23.6 |
4.82 % |
| Agilent Technologies inc |
A |
Semiconductor & Board Test |
629.0 |
57.0 |
9.06 % |
| United States Steel Corp |
X |
Total |
4,118.0 |
183.0 |
4.44 % |
| Intel Corporation |
INTC |
Mobility Group |
2,512.0 |
1,221.0 |
48.61 % |
| Illinois Tool Works Inc |
ITW |
Polymers & Fluids |
446.0 |
94.0 |
21.08 % |
| Textron Inc |
TXT |
Defense & Intelligence |
420.0 |
39.0 |
9.29 % |
| Amphenol Corporation |
APH |
Cable Products |
81.4 |
10.2 |
12.53 % |
| Te Connectivity Ltd |
TEL |
Electronic Components |
1,984.0 |
262.0 |
13.21 % |
| Te Connectivity Ltd |
TEL |
Network Solutions |
684.0 |
51.0 |
7.46 % |
| Emerson Electric Co |
EMR |
Electronics & Telecommunications |
1,231.0 |
81.0 |
6.58 % |
| General Electric Company |
GE |
Aviation |
6,001.0 |
1,353.0 |
22.55 % |
| Dover Corp |
DOV |
Electronic Technologies |
492.3 |
60.2 |
12.22 % |
| Microchip Technology Incorporated |
MCHP |
Microcontrollers |
334.3 |
0.0 |
- |
| Juniper Networks Inc |
JNPR |
Infrastructure |
925.4 |
0.0 |
- |
| Cisco Systems Inc |
CSCO |
Routers |
1,793.0 |
0.0 |
- |
| Applied Materials Inc |
AMAT |
Display |
151.0 |
25.0 |
16.56 % |
| Dow Inc |
DOW |
Coatings & Infrastructure |
1,900.0 |
325.0 |
17.11 % |
| Freeport mcmoran Inc |
FCX |
Copper |
1,548.0 |
0.0 |
- |
| Te Connectivity Ltd |
TEL |
Transportation Connectivity |
1,508.0 |
272.0 |
18.04 % |
| Motorola Solutions inc |
MSI |
Enterprise |
600.0 |
57.0 |
9.5 % |
| Steel Dynamics Inc |
STLD |
Steel Operations |
1,285.5 |
124.7 |
9.7 % |
| Steel Dynamics Inc |
STLD |
Steel fabrication |
173.0 |
36.7 |
21.23 % |
| Dell Technologies Inc |
DELL |
Business |
11,522.0 |
1,014.0 |
8.8 % |
| Lam Research Corporation |
LRCX |
Total |
3,872.1 |
1,020.3 |
26.35 % |
| General Dynamics Corporation |
GD |
Information Systems Technology |
2,370.0 |
217.0 |
9.16 % |
| Teradyne Inc |
TER |
Wireless Test Sys. |
55.4 |
3.0 |
5.41 % |
| Accenture Plc |
ACN |
Communications Media & Technology |
1,613.0 |
238.0 |
14.76 % |
| Motorola Solutions inc |
MSI |
Products |
867.0 |
171.0 |
19.72 % |
| Microsoft Corporation |
MSFT |
Productivity Business Processes |
4,709.0 |
2,825.0 |
59.99 % |
| Elbit Systems Ltd |
ESLT |
Total |
5,974.7 |
215.9 |
3.61 % |
| Heico Corporation |
HEI |
Total |
992.2 |
147.8 |
14.9 % |
| Kratos Defense and Security Solutions inc |
KTOS |
Total |
299.2 |
7.9 |
2.64 % |
| Optical Cable Corporation |
OCC |
Total |
15.9 |
-1.6 |
- |
| Belden Inc |
BDC |
Total |
604.3 |
49.0 |
8.11 % |
| Commscope Holding Company Inc |
COMM |
Total |
1,599.2 |
-828.7 |
- |
| Transdigm Group Incorporated |
TDG |
Total |
2,046.0 |
461.0 |
22.53 % |
| Avid Technology Inc |
AVID |
Total |
91.0 |
-7.3 |
- |
| Applied Optoelectronics Inc |
AAOI |
Total |
42.6 |
-26.1 |
- |
| Fuller H B Co |
FUL |
Total |
917.7 |
55.3 |
6.03 % |
| |
AKTS |
Total |
7.5 |
-23.3 |
- |
| Lear Corp |
LEA |
Total |
6,012.4 |
194.4 |
3.23 % |
| Stoneridge Inc |
SRI |
Total |
237.1 |
2.8 |
1.18 % |
| Esco Technologies inc |
ESE |
Total |
260.8 |
29.2 |
11.21 % |
| |
IEHC |
Total |
7.1 |
0.4 |
5.53 % |
| Richardson Electronics Ltd |
RELL |
Total |
52.3 |
1.2 |
2.35 % |
| Navitas Semiconductor Corporation |
NVTS |
Total |
26.1 |
-32.6 |
- |
| Commercial Metals Company |
CMC |
Total |
2,078.5 |
119.4 |
5.75 % |
| Timkensteel Corporation |
TMST |
Total |
354.0 |
24.8 |
7.01 % |
| Southern Copper Corp |
SCCO |
Total |
3,118.3 |
953.8 |
30.59 % |
| Tuanche Ltd |
TC |
Total |
22.9 |
-11.7 |
- |
| Axalta Coating Systems Ltd |
AXTA |
Total |
1,351.0 |
113.0 |
8.36 % |
| Huntsman Corporation |
HUN |
Total |
1,574.0 |
38.0 |
2.41 % |
| Quaker Chemical Corporation |
KWR |
Total |
462.7 |
34.9 |
7.54 % |
| Ingevity Corporation |
NGVT |
Total |
390.2 |
-283.7 |
- |
| Stepan Company |
SCL |
Total |
561.2 |
12.6 |
2.24 % |
| Valaris Limited |
VAL |
Total |
610.1 |
150.8 |
24.72 % |
| Westlake Corporation |
WLK |
Total |
3,207.0 |
323.0 |
10.07 % |
| Advansix Inc |
ASIX |
Total |
453.5 |
38.9 |
8.58 % |
| Trinseo Plc |
TSE |
Total |
919.4 |
-67.8 |
- |
| Vystar Corporation |
VYST |
Total |
0.0 |
-5.6 |
- |
| Barnes Group Inc |
B |
Total |
382.2 |
-46.8 |
- |
| Dmc Global Inc |
BOOM |
Total |
170.4 |
6.3 |
3.69 % |
| Csw Industrials Inc |
CSWI |
Total |
225.4 |
38.9 |
17.23 % |
| L b Foster Company |
FSTR |
Total |
140.5 |
2.9 |
2.05 % |
| Mueller Industries Inc |
MLI |
Total |
997.7 |
163.4 |
16.38 % |
| Materion Corporation |
MTRN |
Total |
425.9 |
19.0 |
4.47 % |
| Proto Labs Inc |
PRLB |
Total |
125.5 |
4.5 |
3.62 % |
| Ryerson Holding Corporation |
RYI |
Total |
1,246.3 |
35.3 |
2.83 % |
| Unifi Inc |
UFI |
Total |
138.4 |
-13.3 |
- |
| Encore Wire Corp |
WIRE |
Total |
632.0 |
63.3 |
10.01 % |
| Skywater Technology Inc |
SKYT |
Total |
93.3 |
-1.0 |
- |
| Leonardo Drs Inc |
DRS |
Total |
753.0 |
38.0 |
5.05 % |
| National Instruments Corp |
NATI |
Total |
416.8 |
30.5 |
7.32 % |
| Paycom Software Inc |
PAYC |
Total |
406.3 |
75.2 |
18.51 % |
| Paylocity Holding Corporation |
PCTY |
Total |
357.3 |
48.8 |
13.66 % |
| Model N Inc |
MODN |
Total |
64.2 |
-1.4 |
- |
| Amkor Technology Inc |
AMKR |
Total |
1,461.4 |
67.3 |
4.6 % |
| Ase Technology Holding Co Ltd |
ASX |
Total |
19,004.4 |
1,218.4 |
6.41 % |
| Atomera Inc |
ATOM |
Total |
0.1 |
-4.4 |
- |
| Broadcom Inc |
AVGO |
Total |
13,072.0 |
-1,875.0 |
- |
| Cirrus Logic Inc |
CRUS |
Total |
373.9 |
42.1 |
11.26 % |
| Cts Corporation |
CTS |
Total |
134.6 |
14.0 |
10.38 % |
| Emcore Corporation |
EMKR |
Total |
20.0 |
-14.0 |
- |
| Formfactor inc |
FORM |
Total |
196.9 |
19.4 |
9.85 % |
| Kulicke And Soffa Industries Inc |
KLIC |
Total |
181.7 |
12.3 |
6.75 % |
| Monolithic Power Systems Inc |
MPWR |
Total |
506.6 |
100.4 |
19.81 % |
| Marvell Technology Inc |
MRVL |
Total |
1,272.6 |
-47.1 |
- |
| Macom Technology Solutions Holdings Inc |
MTSI |
Total |
190.5 |
19.9 |
10.47 % |
| Maxlinear Inc |
MXL |
Total |
91.2 |
-39.3 |
- |
| On Semiconductor Corporation |
ON |
Total |
1,735.0 |
338.4 |
19.5 % |
| Osi Systems inc |
OSIS |
Total |
482.3 |
44.7 |
9.26 % |
| Park Aerospace Corp |
PKE |
Total |
13.1 |
1.0 |
7.58 % |
| Pixelworks Inc |
PXLW |
Total |
8.5 |
-10.4 |
- |
| Qorvo Inc |
QRVO |
Total |
886.7 |
1.1 |
0.13 % |
| Silicon Laboratories Inc |
SLAB |
Total |
144.6 |
-82.2 |
- |
| Semtech Corp |
SMTC |
Total |
214.5 |
-170.3 |
- |
| Skyworks Solutions Inc |
SWKS |
Total |
905.1 |
120.9 |
13.36 % |
| Tower Semiconductor Ltd |
TSEM |
Total |
1,422.7 |
519.5 |
36.52 % |
| Viavi Solutions Inc |
VIAV |
Total |
252.6 |
-21.7 |
- |
| Adtran Holdings Inc |
ADTN |
Total |
272.2 |
-75.6 |
- |
| Taiwan Semiconductor Manufacturing Company Limited |
TSM |
Total |
70,598.8 |
27,793.2 |
39.37 % |
| Amplitech Group Inc |
AMPG |
Total |
2.5 |
-1.6 |
- |
| Clearfield Inc |
CLFD |
Total |
48.7 |
-0.4 |
- |
| Franklin Wireless Corp |
FKWL |
Total |
6.1 |
-1.9 |
- |
| Harmonic Inc |
HLIT |
Total |
138.5 |
-12.5 |
- |
| Infinera Corporation |
INFN |
Total |
342.6 |
-48.3 |
- |
| Lumentum Holdings Inc |
LITE |
Total |
287.3 |
-125.0 |
- |
| Lightwave Logic Inc |
LWLG |
Total |
0.0 |
-6.0 |
- |
| Netgear Inc |
NTGR |
Total |
196.9 |
-84.8 |
- |
| Technical Communications Corporation |
TCCO |
Total |
0.0 |
-0.5 |
- |
| Asml Holding Nv |
ASML |
Total |
30,865.4 |
8,779.7 |
28.45 % |
| Alpine 4 Holdings Inc |
ALPP |
Total |
25.4 |
-41.0 |
- |
| Arcelormittal |
MT |
Total |
68,275.0 |
1,022.0 |
1.5 % |
| Zscaler Inc |
ZS |
Total |
593.7 |
-14.9 |
- |
| Cloudflare Inc |
NET |
Total |
401.0 |
-15.1 |
- |
| Okta Inc |
OKTA |
Total |
646.0 |
29.0 |
4.49 % |
| Ceridian Hcm Holding Inc |
CDAY |
Total |
377.5 |
-3.8 |
- |
| Cyberark Software Ltd |
CYBR |
Total |
751.9 |
-66.5 |
- |
| Paycor Hcm Inc |
PYCR |
Total |
164.8 |
-18.3 |
- |
| Tuya Inc |
TUYA |
Total |
229.7 |
-60.3 |
- |
| Cognyte Software Ltd |
CGNT |
Total |
313.4 |
-11.6 |
- |
| Nxp Semiconductors N v |
NXPI |
Total |
3,127.0 |
664.0 |
21.23 % |
| Wolfspeed Inc |
WOLF |
Total |
201.4 |
-573.0 |
- |
| Allegro Microsystems Inc |
ALGM |
Total |
273.5 |
65.7 |
24.01 % |
| Synaptics Incorporated |
SYNA |
Total |
237.1 |
-55.6 |
- |
| Sitime Corporation |
SITM |
Total |
43.5 |
-26.8 |
- |
| Transphorm Inc |
TGAN |
Total |
4.1 |
-2.7 |
- |
| Audiocodes ltd |
AUDC |
Total |
244.4 |
8.8 |
3.59 % |
| Digi International Inc |
DGII |
Total |
105.2 |
9.7 |
9.22 % |
| Silicom Ltd |
SILC |
Total |
124.1 |
-26.4 |
- |
| Intrusion Inc |
INTZ |
Total |
1.5 |
-2.1 |
- |
| Cambium Networks Corp |
CMBM |
Total |
43.0 |
-26.2 |
- |
| Bk Technologies Corporation |
BKTI |
Total |
20.3 |
1.7 |
8.22 % |
| R F Industries Ltd |
RFIL |
Total |
16.0 |
-0.7 |
- |
| APROX. MARKET |
|
SUBTOTAL |
382,405 |
60,758 |
15.89 % |
| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| The Boeing Company |
BA |
Boeing Capital Corporation |
114.0 |
10.0 |
8.77 % |
| General Dynamics Corporation |
GD |
Aerospace |
2,108.0 |
431.0 |
20.45 % |
| Textron Inc |
TXT |
Cessna |
1,159.0 |
0.0 |
- |
| Keycorp |
KEY |
National Banking |
454.0 |
138.0 |
30.4 % |
| APROX. MARKET |
|
SUBTOTAL |
3,721 |
569 |
15.29 % |
| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| The Boeing Company |
BA |
Total |
16,866.0 |
-1,439.0 |
- |
| Vornado Realty Trust |
VNO |
Office |
549.1 |
200.2 |
36.45 % |
| Kratos Defense and Security Solutions inc |
KTOS |
Total |
299.2 |
7.9 |
2.64 % |
| Woodward Inc |
WWD |
Total |
777.1 |
82.7 |
10.64 % |
| APROX. MARKET |
|
SUBTOTAL |
1,625 |
291 |
17.89 % |
|
|
