Informational Purposes Only
The following content has been prepared for informational purposes only, and should not be relied on for tax, legal, investing, or accounting advice. Consult with an investing professional for your own investment purposes.
Availability Notice
The inclusion of Investments on this list does not guarantee continued availability for trading. Investments available for trading are subject to change periodically.
Stocks 101
When you purchase a stock, you purchase shares (or equity) of an individual company. Investing in stocks is a high-risk, high-reward strategy that allows you to target specific companies.
Morningstar Quantitive Rating
Morningstar's quantitative equity rating, noted with a superscript Q, is forward-looking and generated by a statistical model. This model is designed to mimic their analyst-driven ratings by comparing a stock's underlying fundamentals with those of firms rated by Morningstar's analysts
Stock Sectors
Basic Materials. Companies that manufacture chemicals, building materials, and paper products. This sector also includes companies engaged in commodities exploration and processing. Companies in this sector include ArcelorMittal, BHP Billiton, and Rio Tinto.
Communication Services. Companies that provide communication services using fixed-line networks or those that provide wireless access and services. This sector also includes companies that provide advertising and marketing services, entertainment content and services, and interactive media and content providers over the Internet or through software. Companies in this sector include AT&T, Verizon Communications, Walt Disney, Netflix, Omnicom Group, Alphabet, and Facebook.
Consumer Cyclical. This sector includes retail stores, auto and auto-parts manufacturers, restaurants, lodging facilities, specialty retail and travel companies. Companies in this sector include Ford Motor Co., McDonald’s, and Amazon.com Inc.
Consumer Defensive. Companies that manufacture food, beverages, household and personal products, packaging, or tobacco. Also includes companies that provide services such as education and training services. Companies in this sector include Philip Morris International, Procter & Gamble, and Walmart.
Energy. Companies that produce or refine oil and gas, oilfield services and equipment companies, and pipeline operators. This sector also includes companies that mine thermal coal and uranium. Companies in this sector include BP, ExxonMobil, Royal Dutch Shell, and China Shenhua Energy.
Financial Services. Companies that provide financial services include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. Companies in this sector include Allianz, JPMorgan Chase, and Legg Mason.
Healthcare. This sector includes biotechnology, pharmaceuticals, research services, home healthcare, hospitals, long-termcare facilities, and medical equipment and supplies. Also include pharmaceutical retailers and companies which provide health information services. Companies in this sector include AstraZeneca, Pfizer, and Roche Holding, Walgreens Boots Alliance, and Cerner Corp.
Industrials. Companies that manufacture machinery, hand-held tools, and industrial products. This sector also includes aerospace and defense firms as well as companies engaged in transportation services. Companies in this sector include 3M, Boeing, and Siemens.
Real Estate. This sector includes companies that develop, acquire, manage, and operate real estate properties. Companies in this sector include Kimco Realty, Vornado Realty Trust, and Westfield Group.
Technology. Companies engaged in the design, development, and support of computer operating systems and applications. This sector also includes companies that make computer equipment, data storage products, networking products, semiconductors, and components. Companies in this sector include Apple, Microsoft, and IBM.
Utilities. Electric, gas, and water utilities. Companies in this sector include Electricité de France, Exelon and NextEra Energy Inc.
Basic Materials
This sector includes companies that manufacture chemicals, building materials, and paper products. It also includes companies engaged in commodities exploration and processing. Companies in this sector include ArcelorMittal, BHP Billiton, and Rio Tinto.
Name | Ticker | Morningstar Quantitative Rating Overall |
AdvanSix Inc | ASIX | 3 |
Agnico Eagle Mines Ltd | AEM | 3 |
Air Products & Chemicals Inc | APD | 4 |
Alamos Gold Inc Class A | AGI | 3 |
Albemarle Corp | ALB | 3 |
Algoma Steel Group Inc | ASTL | 4 |
Alpha Metallurgical Resources Inc | AMR | 3 |
American Vanguard Corp | AVD | 3 |
Anglogold Ashanti PLC | AU | 4 |
Arcadium Lithium PLC | ALTM | 3 |
Arch Resources Inc Class A | ARCH | 3 |
Ascent Industries Co | ACNT | 3 |
Ashland Inc | ASH | 4 |
Avantor Inc | AVTR | 3 |
Avient Corp | AVNT | 4 |
Axalta Coating Systems Ltd | AXTA | 3 |
B2Gold Corp | BTG | 3 |
Balchem Corp | BCPC | 2 |
Barrick Gold Corp | GOLD | 3 |
Boise Cascade Co | BCC | 3 |
Cabot Corp | CBT | 3 |
Caledonia Mining Corp PLC | CMCL | 3 |
Celanese Corp Class A | CE | 2 |
Cementos Pacasmayo SAA ADR | CPAC | 3 |
Cemex SAB de CV ADR | CX | 4 |
CF Industries Holdings Inc | CF | 2 |
Clearwater Paper Corp | CLW | 3 |
Cleveland-Cliffs Inc | CLF | 3 |
Commercial Metals Co | CMC | 4 |
Companhia Siderurgica Nacional ADR | SID | 4 |
Compañía de Minas Buenaventura SAA ADR | BVN | 3 |
Constellium SE Class A | CSTM | 3 |
Core Molding Technologies Inc | CMT | 3 |
Corteva Inc | CTVA | 4 |
Dow Inc | DOW | 3 |
DuPont de Nemours Inc | DD | 5 |
Eagle Materials Inc | EXP | 3 |
Eastman Chemical Co | EMN | 4 |
Ecolab Inc | ECL | 2 |
Element Solutions Inc | ESI | 3 |
Equinox Gold Corp Ordinary Shares Class A | EQX | 3 |
FMC Corp | FMC | 3 |
Fortuna Silver Mines Inc | FSM | 3 |
Franco-Nevada Corp | FNV | 3 |
Freeport-McMoRan Inc | FCX | 3 |
Friedman Industries Inc | FRD | 4 |
FutureFuel Corp | FF | 3 |
Gerdau SA ADR | GGB | 4 |
Grupo Simec SAB de CV ADR | SIM | 3 |
H.B. Fuller Co | FUL | 3 |
Hawkins Inc | HWKN | 3 |
Hudson Technologies Inc | HDSN | 3 |
Huntsman Corp | HUN | 4 |
Ingevity Corp | NGVT | 3 |
Innospec Inc | IOSP | 3 |
Intrepid Potash Inc | IPI | 3 |
Kaiser Aluminum Corp | KALU | 3 |
Kinross Gold Corp | KGC | 3 |
Knife River Holding Co | KNF | 1 |
Koppers Holdings Inc | KOP | 3 |
Linde PLC | LIN | 1 |
LyondellBasell Industries NV Class A | LYB | 3 |
Martin Marietta Materials Inc | MLM | 1 |
Materion Corp | MTRN | 3 |
Mercer International Inc | MERC | 3 |
Mesabi Trust | MSB | 3 |
Metallus Inc | MTUS | 3 |
Methanex Corp | MEOH | 3 |
Minerals Technologies Inc | MTX | 4 |
MP Materials Corp Ordinary Shares - Class A | MP | 3 |
NewMarket Corp | NEU | 2 |
Northern Technologies International Corp | NTIC | 3 |
Nucor Corp | NUE | 3 |
Nutrien Ltd | NTR | 3 |
Oil-Dri Corp of America | ODC | 3 |
Olin Corp | OLN | 3 |
Olympic Steel Inc | ZEUS | 3 |
Orion SA | OEC | 3 |
Pan American Silver Corp | PAAS | 3 |
POSCO Holdings Inc ADR | PKX | 4 |
PPG Industries Inc | PPG | 3 |
Quaker Houghton | KWR | 4 |
Radius Recycling Inc Ordinary Shares - Class A | RDUS | 3 |
Ramaco Resources Inc Class A | METC | 3 |
Ramaco Resources Inc Ordinary Shares - Class B | METCB | 3 |
Reliance Inc | RS | 3 |
REX American Resources Corp | REX | 3 |
Royal Gold Inc | RGLD | 3 |
RPM International Inc | RPM | 2 |
Sandstorm Gold Ltd | SAND | 3 |
Sensient Technologies Corp | SXT | 3 |
Sherwin-Williams Co | SHW | 1 |
Silvercorp Metals Inc | SVM | 3 |
Simpson Manufacturing Co Inc | SSD | 3 |
Smith-Midland Corp | SMID | 3 |
Sociedad Quimica Y Minera De Chile SA ADR | SQM | 3 |
Southern Copper Corp | SCCO | 1 |
SSR Mining Inc | SSRM | 3 |
Steel Dynamics Inc | STLD | 2 |
Stepan Co | SCL | 4 |
Summit Materials Inc Class A | SUM | 3 |
SunCoke Energy Inc | SXC | 3 |
Sylvamo Corp Ordinary Shares When Issued | SLVM | 3 |
Teck Resources Ltd Class B (Sub Voting) | TECK | 3 |
Tecnoglass Inc | TGLS | 4 |
Ternium SA ADR | TX | 4 |
The Mosaic Co | MOS | 3 |
Triple Flag Precious Metals Corp | TFPM | 3 |
Tronox Holdings PLC Shs Class A | TROX | 3 |
UFP Industries Inc | UFPI | 3 |
United States Lime & Minerals Inc | USLM | 3 |
United States Steel Corp | X | 3 |
Vale SA ADR | VALE | 4 |
Vulcan Materials Co | VMC | 1 |
Warrior Met Coal Inc | HCC | 3 |
WD-40 Co | WDFC | 1 |
West Fraser Timber Co.Ltd | WFG | 4 |
Westlake Corp | WLK | 3 |
Wheaton Precious Metals Corp | WPM | 3 |
Worthington Steel Inc | WS | 3 |
Communication Services
Companies that provide communication services using fixed-line networks or those that provide wireless access and services. Also includes companies that provide advertising & marketing services, entertainment content and services, as well as interactive media and content provider over internet or through software. Companies in this sector include AT&T, Verizon Communications, Walt Disney, Netflix, Omnicom Group, Alphabet and Facebook.
Name | Ticker | Morningstar Quantitative Rating Overall |
AdTheorent Holding Co Inc | ADTH | 3 |
Alphabet Inc Class A | GOOGL | 3 |
Alphabet Inc Class C | GOOG | 3 |
America Movil SAB de CV ADR - Series B | AMX | 5 |
AT&T Inc | T | 5 |
Autohome Inc ADR | ATHM | 4 |
Baidu Inc ADR | BIDU | 3 |
BCE Inc | BCE | 4 |
Boston Omaha Corp Class A | BOC | 3 |
Cable One Inc | CABO | 3 |
Charter Communications Inc Class A | CHTR | 3 |
Comcast Corp Class A | CMCSA | 4 |
Crexendo Inc | CXDO | 3 |
Criteo SA ADR | CRTO | 4 |
Dave & Buster's Entertainment Inc | PLAY | 3 |
DoubleDown Interactive Co Ltd ADR | DDI | 4 |
Electronic Arts Inc | EA | 3 |
Fox Corp Class A | FOXA | 5 |
Fox Corp Class B | FOX | 5 |
GRAVITY Co Ltd ADR | GRVY | 4 |
Grupo Televisa SAB ADR | TV | 3 |
Hello Group Inc ADR | MOMO | 4 |
IAC Inc Ordinary Shares - New | IAC | 5 |
IDT Corp Class B | IDT | 3 |
JOYY Inc ADR | YY | 4 |
KT Corp ADR | KT | 5 |
Liberty Broadband Corp Registered Shs Series -A- | LBRDA | 3 |
Liberty Broadband Corp Registered Shs Series -C- | LBRDK | 3 |
Liberty Global Ltd Class B | LBTYB | 5 |
Liberty Global Ltd Class C | LBTYK | 5 |
Liberty Global Ltd Ordinary Shares - Class A | LBTYA | 5 |
Liberty SiriusXM Group Registered Shs Series -A- Sirius XM Group | LSXMA | 5 |
Liberty SiriusXM Group Registered Shs Series -B- SiriusXM Group | LSXMB | 5 |
Liberty SiriusXM Group Registered Shs Series -C- SiriusXM Group | LSXMK | 5 |
Meta Platforms Inc Class A | META | 1 |
Nerdwallet Inc Class A | NRDS | 4 |
NetEase Inc ADR | NTES | 5 |
Netflix Inc | NFLX | 2 |
New York Times Co Class A | NYT | 3 |
News Corp Class A | NWSA | 3 |
News Corp Class B | NWS | 3 |
Nexstar Media Group Inc | NXST | 4 |
Nexxen International Ltd ADR | NEXN | 3 |
Omnicom Group Inc | OMC | 4 |
Opera Ltd ADR | OPRA | 4 |
PLAYSTUDIOS Inc Ordinary Shares - Class A | MYPS | 3 |
PLDT Inc ADR | PHI | 3 |
PT Telkom Indonesia (Persero) Tbk ADR | TLK | 3 |
Reservoir Media Inc | RSVR | 3 |
Rogers Communications Inc Shs -B- Non-Voting | RCI | 4 |
Saga Communications Inc Class A | SGA | 3 |
Scholastic Corp | SCHL | 4 |
Shenandoah Telecommunications Co | SHEN | 4 |
Shutterstock Inc | SSTK | 3 |
SK Telecom Co Ltd ADR | SKM | 5 |
Sohu.com Ltd ADR | SOHU | 3 |
T-Mobile US Inc | TMUS | 3 |
TechTarget Inc | TTGT | 3 |
Tegna Inc | TGNA | 4 |
Telefonica Brasil SA ADR | VIV | 4 |
Telefonica SA ADR | TEF | 5 |
TELUS Corp | TU | 4 |
Tencent Music Entertainment Group ADR | TME | 4 |
The Interpublic Group of Companies Inc | IPG | 5 |
The Walt Disney Co | DIS | 3 |
TIM SA ADR | TIMB | 3 |
Turkcell Iletisim Hizmetleri AS ADR | TKC | 3 |
United States Cellular Corp | USM | 3 |
Verizon Communications Inc | VZ | 4 |
Warner Bros. Discovery Inc Ordinary Shares - Class A | WBD | 3 |
Weibo Corp ADR | WB | 3 |
Yelp Inc Class A | YELP | 3 |
Ziff Davis Inc | ZD | 4 |
Consumer Cyclical
This sector includes retail stores, auto and auto-parts manufacturers, restaurants, lodging facilities, specialty retail and travel companies. Companies in this sector include Ford Motor Co., McDonald’s, and Amazon.com Inc.
Name | Ticker | Morningstar Quantitative Rating Overall |
1-800-Flowers.com Inc Class A | FLWS | 4 |
Abercrombie & Fitch Co Class A | ANF | 2 |
Academy Sports and Outdoors Inc Ordinary Shares | ASO | 4 |
Accel Entertainment Inc Class A1 | ACEL | 3 |
Acushnet Holdings Corp | GOLF | 2 |
Adient PLC | ADNT | 4 |
Advance Auto Parts Inc | AAP | 3 |
Albany International Corp | AIN | 3 |
Alibaba Group Holding Ltd ADR | BABA | 3 |
Allison Transmission Holdings Inc | ALSN | 3 |
Almacenes Exito SA ADR | EXTO | 4 |
Amazon.com Inc | AMZN | 3 |
Amcor PLC Ordinary Shares | AMCR | 4 |
American Eagle Outfitters Inc | AEO | 3 |
American Woodmark Corp | AMWD | 3 |
Aptiv PLC | APTV | 3 |
Arcos Dorados Holdings Inc Class A | ARCO | 3 |
Ardagh Metal Packaging SA Ordinary Shares | AMBP | 3 |
Arhaus Inc Class A | ARHS | 4 |
ARKO Corp Ordinary Shares - Class A | ARKO | 3 |
Asbury Automotive Group Inc | ABG | 5 |
Autoliv Inc | ALV | 1 |
AutoNation Inc | AN | 4 |
Avery Dennison Corp | AVY | 1 |
Ball Corp | BALL | 3 |
Bassett Furniture Industries Inc | BSET | 4 |
Beazer Homes USA Inc | BZH | 4 |
Berry Global Group Inc | BERY | 3 |
Best Buy Co Inc | BBY | 4 |
Betterware de Mexico SAPI de CV Ordinary Shares | BWMX | 4 |
Biglari Holdings Inc | BH | 3 |
Biglari Holdings Inc Ordinary Shares - Class A | BH.A | 3 |
BJ's Restaurants Inc | BJRI | 4 |
Bloomin Brands Inc | BLMN | 3 |
Booking Holdings Inc | BKNG | 1 |
Boot Barn Holdings Inc | BOOT | 4 |
BorgWarner Inc | BWA | 3 |
Boyd Gaming Corp | BYD | 4 |
Bright Horizons Family Solutions Inc | BFAM | 3 |
Brunswick Corp | BC | 3 |
Buckle Inc | BKE | 3 |
Build-A-Bear Workshop Inc | BBW | 3 |
Burlington Stores Inc | BURL | 4 |
Canada Goose Holdings Inc | GOOS | 3 |
Canterbury Park Holding Corp | CPHC | 3 |
Capri Holdings Ltd | CPRI | 4 |
CarGurus Inc Class A | CARG | 3 |
CarMax Inc | KMX | 4 |
Carriage Services Inc | CSV | 4 |
Carter's Inc | CRI | 3 |
Casey's General Stores Inc | CASY | 1 |
Cavco Industries Inc | CVCO | 3 |
Century Communities Inc | CCS | 4 |
Cheesecake Factory Inc | CAKE | 3 |
China Automotive Systems Inc | CAAS | 3 |
China Yuchai International Ltd | CYD | 3 |
Chipotle Mexican Grill Inc | CMG | 1 |
Choice Hotels International Inc | CHH | 3 |
Churchill Downs Inc | CHDN | 3 |
Chuy's Holdings Inc | CHUY | 3 |
Columbia Sportswear Co | COLM | 3 |
Commercial Vehicle Group Inc | CVGI | 4 |
Cracker Barrel Old Country Store Inc | CBRL | 3 |
Crocs Inc | CROX | 4 |
Crown Holdings Inc | CCK | 4 |
D.R. Horton Inc | DHI | 3 |
Dana Inc | DAN | 4 |
Darden Restaurants Inc | DRI | 3 |
Deckers Outdoor Corp | DECK | 1 |
Destination XL Group Inc | DXLG | 3 |
Dick's Sporting Goods Inc | DKS | 3 |
Dillard's Inc Class A | DDS | 3 |
Dorman Products Inc | DORM | 4 |
Douglas Dynamics Inc | PLOW | 4 |
Duluth Holdings Inc B | DLTH | 3 |
eBay Inc | EBAY | 3 |
El Pollo Loco Holdings Inc | LOCO | 4 |
Envela Corp | ELA | 3 |
Escalade Inc | ESCA | 4 |
Ethan Allen Interiors Inc | ETD | 4 |
FIGS Inc Class A | FIGS | 4 |
Five Below Inc | FIVE | 3 |
Floor & Decor Holdings Inc Class A | FND | 3 |
Ford Motor Co | F | 5 |
Fox Factory Holding Corp | FOXF | 3 |
G-III Apparel Group Ltd | GIII | 3 |
Gambling.com Group Ltd | GAMB | 4 |
Gap Inc | GPS | 3 |
General Motors Co | GM | 5 |
Gentex Corp | GNTX | 3 |
Gentherm Inc Class A | THRM | 4 |
Genuine Parts Co | GPC | 3 |
Gildan Activewear Inc | GIL | 1 |
Golden Entertainment Inc | GDEN | 3 |
Graphic Packaging Holding Co | GPK | 4 |
Green Brick Partners Inc | GRBK | 5 |
GreenTree Hospitality Group Ltd ADR | GHG | 3 |
Greif Inc Class A | GEF | 3 |
Greif Inc Class B | GEF.B | 3 |
Group 1 Automotive Inc | GPI | 4 |
Guess? Inc | GES | 3 |
H&R Block Inc | HRB | 3 |
Hamilton Beach Brands Holding Co Class A | HBB | 3 |
Harley-Davidson Inc | HOG | 4 |
Haverty Furniture Companies Inc | HVT | 4 |
Haverty Furniture Companies Inc Class A | HVT.A | 4 |
Hibbett Inc | HIBB | 3 |
Hilton Grand Vacations Inc | HGV | 4 |
Holley Inc Class A | HLLY | 4 |
Honda Motor Co Ltd ADR | HMC | 4 |
Hooker Furnishings Corp | HOFT | 4 |
Hyatt Hotels Corp Class A | H | 2 |
Installed Building Products Inc | IBP | 3 |
International Game Technology PLC | IGT | 4 |
International Paper Co | IP | 3 |
JD.com Inc ADR | JD | 3 |
Johnson Outdoors Inc Class A | JOUT | 3 |
Karat Packaging Inc | KRT | 3 |
KB Home | KBH | 4 |
Kontoor Brands Inc | KTB | 2 |
La-Z-Boy Inc | LZB | 3 |
Lakeland Industries Inc | LAKE | 3 |
Las Vegas Sands Corp | LVS | 4 |
LCI Industries Inc | LCII | 3 |
Lear Corp | LEA | 4 |
Legacy Housing Corp | LEGH | 3 |
Leggett & Platt Inc | LEG | 3 |
Lennar Corp Class A | LEN | 3 |
Lennar Corp Class B | LEN.B | 3 |
LGI Homes Inc | LGIH | 4 |
Liquidity Services Inc | LQDT | 3 |
LKQ Corp | LKQ | 4 |
Lululemon Athletica Inc | LULU | 3 |
M.D.C. Holdings Inc | MDC | 4 |
M/I Homes Inc | MHO | 4 |
Magna International Inc | MGA | 5 |
Malibu Boats Inc Class A | MBUU | 3 |
Marine Products Corp | MPX | 4 |
MarineMax Inc | HZO | 4 |
Marriott Vacations Worldwide Corp | VAC | 3 |
MasterBrand Inc Ordinary Shares | MBC | 3 |
MasterCraft Boat Holdings Inc | MCFT | 3 |
Mattel Inc | MAT | 4 |
Medifast Inc | MED | 3 |
MercadoLibre Inc | MELI | 2 |
Meritage Homes Corp | MTH | 4 |
MGM Resorts International | MGM | 4 |
Miller Industries Inc | MLR | 3 |
MillerKnoll Inc | MLKN | 3 |
Mister Car Wash Inc | MCW | 4 |
Modine Manufacturing Co | MOD | 3 |
Mohawk Industries Inc | MHK | 5 |
Monarch Casino & Resort Inc | MCRI | 3 |
Monro Inc | MNRO | 3 |
Movado Group Inc | MOV | 3 |
Murphy USA Inc | MUSA | 2 |
Myers Industries Inc | MYE | 3 |
National Vision Holdings Inc | EYE | 4 |
NeoGames SA | NGMS | 3 |
Nike Inc Class B | NKE | 3 |
Nordstrom Inc | JWN | 5 |
NVR Inc | NVR | 3 |
O-I Glass Inc | OI | 3 |
Openlane Inc | KAR | 3 |
Oxford Industries Inc | OXM | 3 |
Packaging Corp of America | PKG | 1 |
Pactiv Evergreen Inc Ordinary Shares | PTVE | 3 |
Patrick Industries Inc | PATK | 3 |
Penske Automotive Group Inc | PAG | 3 |
Phinia Inc | PHIN | 4 |
Polaris Inc | PII | 5 |
PulteGroup Inc | PHM | 3 |
PVH Corp | PVH | 5 |
Ralph Lauren Corp Class A | RL | 1 |
RCI Hospitality Holdings Inc | RICK | 3 |
Red Rock Resorts Inc Class A | RRR | 3 |
Restaurant Brands International Inc | QSR | 3 |
Reynolds Consumer Products Inc Ordinary Shares | REYN | 3 |
RH Class A | RH | 4 |
Rocky Brands Inc | RCKY | 4 |
Rollins Inc | ROL | 2 |
Ross Stores Inc | ROST | 1 |
Rush Enterprises Inc Class A | RUSHA | 3 |
Rush Enterprises Inc Class B | RUSHB | 3 |
Sally Beauty Holdings Inc | SBH | 4 |
Savers Value Village Inc | SVV | 4 |
Sealed Air Corp | SEE | 3 |
Service Corp International | SCI | 3 |
SharkNinja Inc | SN | 4 |
Shoe Carnival Inc | SCVL | 4 |
Signet Jewelers Ltd | SIG | 3 |
Silgan Holdings Inc | SLGN | 3 |
Skechers USA Inc Class A | SKX | 3 |
Skyline Champion Corp | SKY | 3 |
Sonic Automotive Inc Class A | SAH | 4 |
Sonoco Products Co | SON | 3 |
Standard Motor Products Inc | SMP | 4 |
Stellantis NV | STLA | 4 |
Steven Madden Ltd | SHOO | 3 |
Stoneridge Inc | SRI | 4 |
Superior Group Of Companies Inc | SGC | 4 |
Taylor Morrison Home Corp | TMHC | 4 |
Tempur Sealy International Inc | TPX | 3 |
Tesla Inc | TSLA | 4 |
Texas Roadhouse Inc | TXRH | 2 |
The Cato Corp Class A | CATO | 4 |
The ODP Corp | ODP | 3 |
The One Group Hospitality Inc | STKS | 3 |
The Wendy's Co Class A | WEN | 3 |
Thor Industries Inc | THO | 5 |
Tile Shop Holdings Inc | TTSH | 3 |
Tilly's Inc A | TLYS | 4 |
TJX Companies Inc | TJX | 1 |
Toll Brothers Inc | TOL | 3 |
Topgolf Callaway Brands Corp | MODG | 3 |
Toyota Motor Corp ADR | TM | 2 |
Tractor Supply Co | TSCO | 2 |
Tri Pointe Homes Inc | TPH | 5 |
TriMas Corp | TRS | 4 |
Trip.com Group Ltd ADR | TCOM | 3 |
Ulta Beauty Inc | ULTA | 2 |
Urban Outfitters Inc | URBN | 3 |
Vail Resorts Inc | MTN | 3 |
Vera Bradley Inc | VRA | 4 |
Vipshop Holdings Ltd ADR | VIPS | 4 |
Visteon Corp | VC | 3 |
Weyco Group Inc | WEYS | 3 |
Whirlpool Corp | WHR | 4 |
Williams-Sonoma Inc | WSM | 1 |
Winnebago Industries Inc | WGO | 3 |
Wyndham Hotels & Resorts Inc Ordinary Shares | WH | 3 |
XPEL Inc | XPEL | 3 |
YETI Holdings Inc | YETI | 3 |
Yum China Holdings Inc | YUMC | 3 |
Zumiez Inc | ZUMZ | 4 |
Consumer Defensive
Companies that manufacture food, beverages, household and personal products, packaging, or tobacco. Also includes companies that provide services such as education and training services. Companies in this sector include Philip Morris International, Procter & Gamble, and Walmart.
Name | Ticker | Morningstar Quantitative Rating Overall |
Acme United Corp | ACU | 3 |
Adecoagro SA | AGRO | 4 |
Adtalem Global Education Inc | ATGE | 3 |
Afya Ltd Class A | AFYA | 3 |
Albertsons Companies Inc Class A | ACI | 4 |
Alico Inc | ALCO | 3 |
Ambev SA ADR | ABEV | 3 |
Amcon Distributing Co | DIT | 3 |
Andersons Inc | ANDE | 3 |
Anheuser-Busch InBev SA/NV ADR | BUD | 4 |
Archer-Daniels Midland Co | ADM | 3 |
BJ's Wholesale Club Holdings Inc | BJ | 3 |
Boston Beer Co Inc Class A | SAM | 4 |
Brasilagro - Cia Bras de Prop Agricolas ADR | LND | 3 |
Brown-Forman Corp Class A | BF.A | 3 |
Brown-Forman Corp Registered Shs -B- Non Vtg | BF.B | 3 |
Bunge Global SA | BG | 4 |
Cal-Maine Foods Inc | CALM | 3 |
Campbell Soup Co | CPB | 3 |
Celsius Holdings Inc | CELH | 1 |
Central Garden & Pet Co | CENT | 3 |
Central Garden & Pet Co Class A | CENTA | 3 |
Church & Dwight Co Inc | CHD | 1 |
Clorox Co | CLX | 3 |
Coca-Cola Co | KO | 3 |
Coca-Cola Consolidated Inc | COKE | 2 |
Coca-Cola Femsa SAB de CV ADR | KOF | 3 |
Colgate-Palmolive Co | CL | 2 |
Conagra Brands Inc | CAG | 3 |
Constellation Brands Inc Class A | STZ | 3 |
Costco Wholesale Corp | COST | 1 |
Darling Ingredients Inc | DAR | 3 |
Dole PLC | DOLE | 4 |
Dollar General Corp | DG | 3 |
Dollar Tree Inc | DLTR | 3 |
e.l.f. Beauty Inc | ELF | 3 |
Edgewell Personal Care Co | EPC | 4 |
European Wax Center Inc Ordinary Shares - Class A | EWCZ | 3 |
FitLife Brands Inc | FTLF | 3 |
Flowers Foods Inc | FLO | 3 |
Fomento Economico Mexicano SAB de CV ADR | FMX | 1 |
Franklin Covey Co | FC | 3 |
Fresh Del Monte Produce Inc | FDP | 4 |
G. Willi-Food International Ltd | WILC | 3 |
General Mills Inc | GIS | 3 |
Graham Holdings Co | GHC | 4 |
Grand Canyon Education Inc | LOPE | 3 |
Grocery Outlet Holding Corp | GO | 4 |
Helen Of Troy Ltd | HELE | 4 |
Hormel Foods Corp | HRL | 4 |
Ingles Markets Inc Class A | IMKTA | 3 |
Ingredion Inc | INGR | 4 |
Inter Parfums Inc | IPAR | 1 |
J&J Snack Foods Corp | JJSF | 3 |
JM Smucker Co | SJM | 3 |
John B Sanfilippo & Son Inc | JBSS | 3 |
Kellanova Co | K | 3 |
Kenvue Inc | KVUE | 5 |
Keurig Dr Pepper Inc | KDP | 5 |
Kimberly-Clark Corp | KMB | 3 |
Lamb Weston Holdings Inc | LW | 4 |
Lancaster Colony Corp | LANC | 2 |
Lifeway Foods Inc | LWAY | 3 |
Lincoln Educational Services Corp | LINC | 3 |
Mama`s Creations Inc Common Stock | MAMA | 3 |
McCormick & Co Inc | MKC.V | 3 |
McCormick & Co Inc Registered Shs Non Vtg | MKC | 3 |
MGP Ingredients Inc | MGPI | 4 |
Mission Produce Inc Ordinary Shares | AVO | 4 |
Molson Coors Beverage Co Class A | TAP.A | 4 |
Molson Coors Beverage Co Shs -B- Non-Voting | TAP | 4 |
Mondelez International Inc Class A | MDLZ | 4 |
Monster Beverage Corp | MNST | 2 |
National Beverage Corp | FIZZ | 2 |
Natural Grocers by Vitamin Cottage Inc | NGVC | 3 |
Natures Sunshine Products Inc | NATR | 3 |
New Oriental Education & Technology Group Inc ADR | EDU | 1 |
Nomad Foods Ltd | NOMD | 4 |
Nu Skin Enterprises Inc Class A | NUS | 3 |
Ollie's Bargain Outlet Holdings Inc | OLLI | 3 |
PepsiCo Inc | PEP | 3 |
Perdoceo Education Corp | PRDO | 3 |
Performance Food Group Co | PFGC | 3 |
Pilgrims Pride Corp | PPC | 3 |
Post Holdings Inc | POST | 4 |
Pricesmart Inc | PSMT | 4 |
Primo Water Corp | PRMW | 3 |
Procter & Gamble Co | PG | 1 |
Sendas Distribuidora SA ADR | ASAI | 3 |
SpartanNash Co | SPTN | 3 |
Spectrum Brands Holdings Inc | SPB | 3 |
Sprouts Farmers Market Inc | SFM | 2 |
Strategic Education Inc | STRA | 3 |
Stride Inc | LRN | 3 |
Sysco Corp | SYY | 3 |
Target Corp | TGT | 3 |
The Duckhorn Portfolio Inc | NAPA | 3 |
The Estee Lauder Companies Inc Class A | EL | 3 |
The Hershey Co | HSY | 3 |
The Kraft Heinz Co | KHC | 4 |
The Kroger Co | KR | 3 |
The Simply Good Foods Co | SMPL | 4 |
The Vita Coco Co Inc | COCO | 4 |
Tootsie Roll Industries Inc | TR | 3 |
Turning Point Brands Inc | TPB | 3 |
Universal Corp | UVV | 4 |
Universal Technical Institute Inc | UTI | 3 |
US Foods Holding Corp | USFD | 4 |
Usana Health Sciences Inc | USNA | 3 |
Village Super Market Inc Class A | VLGEA | 3 |
Vital Farms Inc Ordinary Shares | VITL | 3 |
Walmart Inc | WMT | 2 |
Weis Markets Inc | WMK | 3 |
WK Kellogg Co | KLG | 4 |
Energy
Companies that produce or refine oil and gas, oilfield-services and equipment companies, and pipeline operators. This sector also includes companies that mine thermal coal and uranium. Companies in this sector include BP, ExxonMobil, Royal Dutch Shell, and China Shenhua Energy.
Name | Ticker | Morningstar Quantitative Rating Overall |
Antero Midstream Corp | AM | 3 |
Antero Resources Corp | AR | 3 |
Archrock Inc | AROC | 2 |
Atlas Energy Solutions Inc Class A | AESI | 3 |
Baytex Energy Corp | BTE | 3 |
Berry Corp (bry) | BRY | 4 |
BP PLC ADR | BP | 3 |
Cactus Inc Class A | WHD | 3 |
Cameco Corp | CCJ | 3 |
Canadian Natural Resources Ltd | CNQ | 2 |
Cenovus Energy Inc | CVE | 4 |
Chevron Corp | CVX | 4 |
Civitas Resources Inc Ordinary Shares | CIVI | 4 |
CNX Resources Corp | CNX | 4 |
Comstock Resources Inc | CRK | 4 |
ConocoPhillips | COP | 2 |
CONSOL Energy Inc Ordinary Shares | CEIX | 3 |
Cosan SA ADR | CSAN | 4 |
Coterra Energy Inc Ordinary Shares | CTRA | 3 |
Crescent Point Energy Corp | CPG | 4 |
CVR Energy Inc | CVI | 3 |
Devon Energy Corp | DVN | 3 |
DHT Holdings Inc | DHT | 3 |
Diamondback Energy Inc | FANG | 2 |
DMC Global Inc | BOOM | 3 |
Dorian LPG Ltd | LPG | 3 |
DT Midstream Inc Ordinary Shares | DTM | 3 |
Enbridge Inc | ENB | 4 |
Enerflex Ltd | EFXT | 4 |
Enerplus Corp | ERF | 3 |
Eni SpA ADR | E | 3 |
EOG Resources Inc | EOG | 3 |
Epsilon Energy Ltd | EPSN | 3 |
Equinor ASA ADR | EQNR | 4 |
Evolution Petroleum Corp | EPM | 3 |
Exxon Mobil Corp | XOM | 4 |
Frontline Plc | FRO | 3 |
Golar LNG Ltd | GLNG | 3 |
Granite Ridge Resources Inc Ordinary Shares - Class A | GRNT | 3 |
Halliburton Co | HAL | 3 |
Hess Corp | HES | 3 |
HF Sinclair Corp | DINO | 3 |
Imperial Oil Ltd | IMO | 2 |
International Seaways Inc | INSW | 3 |
Kinder Morgan Inc Class P | KMI | 4 |
Kodiak Gas Services Inc | KGS | 3 |
Liberty Energy Inc Class A | LBRT | 3 |
Magnolia Oil & Gas Corp Class A | MGY | 3 |
Marathon Oil Corp | MRO | 3 |
Marathon Petroleum Corp | MPC | 1 |
Matador Resources Co | MTDR | 3 |
Murphy Oil Corp | MUR | 3 |
National Fuel Gas Co | NFG | 3 |
North American Construction Group Ltd | NOA | 3 |
Occidental Petroleum Corp | OXY | 3 |
ONEOK Inc | OKE | 2 |
Overseas Shipholding Group Inc A | OSG | 3 |
Ovintiv Inc | OVV | 3 |
Par Pacific Holdings Inc | PARR | 3 |
PBF Energy Inc Class A | PBF | 4 |
Pembina Pipeline Corp | PBA | 3 |
Permian Basin Royalty Trust | PBT | 3 |
Petroleo Brasileiro SA Petrobras ADR | PBR.A | 3 |
Petroleo Brasileiro SA Petrobras ADR | PBR | 3 |
Phillips 66 | PSX | 1 |
Pioneer Natural Resources Co | PXD | 3 |
PrimeEnergy Resources Corp | PNRG | 3 |
ProPetro Holding Corp | PUMP | 4 |
Range Resources Corp | RRC | 3 |
Ranger Energy Services Inc Class A | RNGR | 3 |
RPC Inc | RES | 3 |
Sabine Royalty Trust | SBR | 3 |
San Juan Basin Royalty Trust | SJT | 3 |
Scorpio Tankers Inc | STNG | 3 |
Shell PLC ADR (Representing - Ordinary Shares) | SHEL | 3 |
SM Energy Co | SM | 3 |
Solaris Oilfield Infrastructure Inc Class A | SOI | 3 |
Suncor Energy Inc | SU | 3 |
Targa Resources Corp | TRGP | 2 |
TC Energy Corp | TRP | 4 |
Teekay Tankers Ltd Class A | TNK | 3 |
Tenaris SA ADR | TS | 3 |
Texas Pacific Land Corp | TPL | 2 |
TotalEnergies SE ADR | TTE | 3 |
Transportadora de Gas del Sur SA ADR | TGS | 3 |
Ultrapar Participacoes SA ADR | UGP | 2 |
VAALCO Energy Inc | EGY | 3 |
Valero Energy Corp | VLO | 1 |
Valvoline Inc | VVV | 3 |
Vermilion Energy Inc | VET | 4 |
Viper Energy Inc Ordinary Shares - Class A | VNOM | 2 |
Vista Energy SAB de CV ADR | VIST | 3 |
Williams Companies Inc | WMB | 3 |
World Kinect Corp | WKC | 3 |
YPF SA ADR | YPF | 4 |
Financial Services
Companies that provide financial services include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. Companies in this sector include Allianz, JPMorgan Chase, and Legg Mason.
Name | Ticker | Morningstar Quantitative Rating Overall |
1st Source Corp | SRCE | 3 |
A-Mark Precious Metals Inc | AMRK | 3 |
Abacus Life Inc Ordinary Shares - Class A | ABL | 3 |
ACNB Corp | ACNB | 3 |
Affiliated Managers Group Inc | AMG | 4 |
Affinity Bancshares Inc Ordinary Shares | AFBI | 3 |
Aflac Inc | AFL | 3 |
Alerus Financial Corp | ALRS | 3 |
Allstate Corp | ALL | 1 |
Ally Financial Inc | ALLY | 3 |
Amalgamated Financial Corp Ordinary Shares Class A | AMAL | 3 |
Amerant Bancorp Inc Ordinary Shares - Class A | AMTB | 3 |
American Equity Investment Life Holding Co | AEL | 3 |
American Express Co | AXP | 3 |
American Financial Group Inc | AFG | 3 |
American International Group Inc | AIG | 3 |
Ameriprise Financial Inc | AMP | 3 |
Ameris Bancorp | ABCB | 3 |
AMERISAFE Inc | AMSF | 3 |
Ames National Corp | ATLO | 3 |
Apollo Global Management Inc Class A | APO | 3 |
Arch Capital Group Ltd | ACGL | 3 |
Ares Capital Corp | ARCC | 3 |
Ares Management Corp Ordinary Shares - Class A | ARES | 2 |
Arrow Financial Corp | AROW | 3 |
Arthur J. Gallagher & Co | AJG | 2 |
Artisan Partners Asset Management Inc Class A | APAM | 3 |
AssetMark Financial Holdings Inc | AMK | 4 |
Associated Banc-Corp | ASB | 3 |
Associated Capital Group Inc Class A | AC | 3 |
Assurant Inc | AIZ | 2 |
Atlantic Union Bankshares Corp | AUB | 3 |
Atlanticus Holdings Corp | ATLC | 3 |
Axis Capital Holdings Ltd | AXS | 3 |
Axos Financial Inc | AX | 3 |
Bain Capital Specialty Finance Inc | BCSF | 3 |
BancFirst Corp | BANF | 3 |
Banco De Chile ADR | BCH | 3 |
Banco Latinoamericano de Comercio Exterior SA Class E | BLX | 3 |
Banco Santander (Brasil) SA ADR | BSBR | 3 |
BanColombia SA ADR | CIB | 3 |
Bank Bradesco SA ADR | BBDO | 3 |
Bank Bradesco SA ADR | BBD | 3 |
Bank First Corp | BFC | 3 |
Bank of America Corp | BAC | 3 |
Bank of Hawaii Corp | BOH | 3 |
Bank of Montreal | BMO | 3 |
Bank of N.T Butterfield & Son Ltd | NTB | 3 |
Bank of New York Mellon Corp | BK | 3 |
Bank of Nova Scotia | BNS | 3 |
Bank OZK | OZK | 3 |
Bank7 Corp | BSVN | 3 |
BankFinancial Corp | BFIN | 3 |
BankUnited Inc | BKU | 3 |
Bankwell Financial Group Inc | BWFG | 3 |
Banner Corp | BANR | 3 |
Bar Harbor Bankshares Inc | BHB | 3 |
Barings BDC Inc | BBDC | 3 |
BayCom Corp | BCML | 3 |
BCB Bancorp Inc | BCBP | 3 |
Berkshire Hathaway Inc Class A | BRK.A | 3 |
Berkshire Hathaway Inc Class B | BRK.B | 3 |
BGC Group Inc Ordinary Shares Class A | BGC | 2 |
BlackRock Inc | BLK | 3 |
BlackRock TCP Capital Corp | TCPC | 3 |
Blackstone Inc | BX | 3 |
Blackstone Secured Lending Fund Ordinary Shares | BXSL | 3 |
Blue Owl Capital Corp Ordinary Shares | OBDC | 3 |
BOK Financial Corp | BOKF | 3 |
Bridge Investment Group Holdings Inc Ordinary Shares - Class A | BRDG | 3 |
Bridgewater Bancshares Inc | BWB | 3 |
Brookfield Corp Registered Shs -A- Limited Vtg | BN | 3 |
Brookline Bancorp Inc | BRKL | 3 |
Brown & Brown Inc | BRO | 2 |
Burke & Herbert Financial Services Corp | BHRB | 3 |
Business First Bancshares Inc | BFST | 3 |
C&F Financial Corp | CFFI | 3 |
Cadence Bank | CADE | 3 |
California Bancorp | CALB | 3 |
Cambridge Bancorp | CATC | 3 |
Camden National Corp | CAC | 3 |
Canadian Imperial Bank of Commerce | CM | 3 |
Capital Bancorp Inc | CBNK | 3 |
Capital City Bank Group Inc | CCBG | 3 |
Capital One Financial Corp | COF | 4 |
Carlyle Secured Lending Inc | CGBD | 3 |
Carter Bankshares Inc | CARE | 3 |
Cathay General Bancorp | CATY | 3 |
CB Financial Services Inc | CBFV | 3 |
Central Pacific Financial Corp | CPF | 3 |
CF Bankshares Inc | CFBK | 3 |
Charles Schwab Corp | SCHW | 3 |
Chemung Financial Corp | CHMG | 3 |
ChoiceOne Financial Services Inc | COFS | 3 |
Chubb Ltd | CB | 3 |
Cincinnati Financial Corp | CINF | 3 |
Citigroup Inc | C | 4 |
Citizens & Northern Corp | CZNC | 3 |
Citizens Community Bancorp Inc | CZWI | 3 |
Citizens Financial Group Inc | CFG | 3 |
City Holding Co | CHCO | 3 |
CME Group Inc Class A | CME | 3 |
CNA Financial Corp | CNA | 3 |
CNB Financial Corp | CCNE | 3 |
CNO Financial Group Inc | CNO | 3 |
Coastal Financial Corp | CCB | 3 |
Codorus Valley Bancorp Inc | CVLY | 3 |
Cohen & Steers Inc | CNS | 2 |
Colony Bankcorp Inc | CBAN | 3 |
Columbia Banking System Inc | COLB | 3 |
Columbia Financial Inc | CLBK | 3 |
Commerce Bancshares Inc | CBSH | 3 |
Community Bank System Inc | CBU | 3 |
Community Trust Bancorp Inc | CTBI | 3 |
Community West Bancshares | CWBC | 3 |
ConnectOne Bancorp Inc | CNOB | 3 |
Consumer Portfolio Services Inc | CPSS | 3 |
CorVel Corp | CRVL | 1 |
Crawford & Co Class A | CRD.A | 3 |
Crawford & Co Class B | CRD.B | 3 |
Credicorp Ltd | BAP | 3 |
Credit Acceptance Corp | CACC | 3 |
Crescent Capital BDC Inc Ordinary Shares | CCAP | 3 |
CrossFirst Bankshares Inc Ordinary Shares | CFB | 3 |
Cullen/Frost Bankers Inc | CFR | 3 |
Customers Bancorp Inc | CUBI | 3 |
CVB Financial Corp | CVBF | 3 |
Diamond Hill Investment Group Inc Class A | DHIL | 3 |
Dime Community Bancshares Inc | DCOM | 3 |
Discover Financial Services | DFS | 3 |
Donegal Group Inc Class A | DGICA | 3 |
Donegal Group Inc Class B | DGICB | 3 |
Donnelley Financial Solutions Inc | DFIN | 2 |
Eagle Bancorp Montana Inc | EBMT | 3 |
East West Bancorp Inc | EWBC | 3 |
Eastern Bankshares Inc Ordinary Shares | EBC | 3 |
ECB Bancorp Inc | ECBK | 3 |
Employers Holdings Inc | EIG | 3 |
Enact Holdings Inc | ACT | 3 |
Encore Capital Group Inc | ECPG | 3 |
Enova International Inc | ENVA | 3 |
Enterprise Bancorp Inc | EBTC | 3 |
Enterprise Financial Services Corp | EFSC | 3 |
Equity Bancshares Inc A | EQBK | 3 |
Erie Indemnity Co Class A | ERIE | 1 |
Esquire Financial Holdings Inc Shs Registered Shs | ESQ | 3 |
Essent Group Ltd | ESNT | 3 |
Evans Bancorp Inc | EVBN | 3 |
Evercore Inc Class A | EVR | 3 |
Everest Group Ltd | EG | 3 |
EZCORP Inc | EZPW | 3 |
F N B Corp | FNB | 4 |
FactSet Research Systems Inc | FDS | 1 |
Fanhua Inc ADR | FANH | 3 |
Farmers & Merchants Bancorp Inc | FMAO | 3 |
Farmers National Banc Corp | FMNB | 3 |
FB Financial Corp | FBK | 3 |
Federated Hermes Inc Class B | FHI | 3 |
Fidelis Insurance Holdings Ltd | FIHL | 4 |
Fidelity D & D Bancorp Inc | FDBC | 3 |
Fidelity National Financial Inc | FNF | 3 |
Fidus Investment Corp | FDUS | 3 |
Fifth Third Bancorp | FITB | 3 |
Financial Institutions Inc | FISI | 3 |
FinVolution Group ADR | FINV | 4 |
Finward Bancorp | FNWD | 3 |
FinWise Bancorp | FINW | 3 |
First American Financial Corp | FAF | 4 |
First Bancorp | FBNC | 3 |
First BanCorp | FBP | 3 |
First Bancorp Inc | FNLC | 3 |
First Bancshares Inc | FBMS | 3 |
First Busey Corp | BUSE | 3 |
First Business Financial Services Inc | FBIZ | 3 |
First Citizens BancShares Inc Class A | FCNCA | 3 |
First Commonwealth Financial Corp | FCF | 3 |
First Community Bankshares Inc | FCBC | 3 |
First Community Corp | FCCO | 3 |
First Financial Bancorp | FFBC | 3 |
First Financial Bankshares Inc | FFIN | 3 |
First Financial Corp | THFF | 3 |
First Financial Northwest Inc | FFNW | 3 |
First Hawaiian Inc | FHB | 3 |
First Horizon Corp | FHN | 3 |
First Interstate BancSystem Inc | FIBK | 3 |
First Merchants Corp | FRME | 3 |
First National Corp | FXNC | 3 |
First Northwest Bancorp | FNWB | 3 |
First of Long Island Corp | FLIC | 3 |
First Savings Financial Group Inc | FSFG | 3 |
First United Corp | FUNC | 3 |
First Western Financial Inc | MYFW | 3 |
FirstCash Holdings Inc | FCFS | 3 |
Five Star Bancorp | FSBC | 3 |
FNCB Bancorp Inc | FNCB | 3 |
Franklin Resources Inc | BEN | 4 |
Freedom Holding Corp | FRHC | 3 |
FS Bancorp Inc | FSBW | 3 |
Fulton Financial Corp | FULT | 3 |
Futu Holdings Ltd ADR | FUTU | 3 |
German American Bancorp Inc | GABC | 3 |
Glacier Bancorp Inc | GBCI | 3 |
Gladstone Capital Corp | GLAD | 3 |
Gladstone Investment Corp | GAIN | 3 |
Global Indemnity Group LLC | GBLI | 3 |
Globe Life Inc | GL | 3 |
Goldman Sachs BDC Inc | GSBD | 3 |
Golub Capital BDC Inc | GBDC | 3 |
Great Southern Bancorp Inc | GSBC | 3 |
Greene County Bancorp Inc | GCBC | 3 |
Greenlight Capital Re Ltd Class A | GLRE | 3 |
Guaranty Bancshares Inc | GNTY | 3 |
Guild Holdings Co Ordinary Shares - Class A | GHLD | 3 |
Hamilton Insurance Group Ltd Ordinary Shares Class B | HG | 4 |
Hamilton Lane Inc Class A | HLNE | 1 |
Hancock Whitney Corp | HWC | 3 |
Hanmi Financial Corp | HAFC | 3 |
HarborOne Bancorp Inc | HONE | 3 |
Hawthorn Bancshares Inc | HWBK | 3 |
HBT Financial Inc Ordinary Shares | HBT | 3 |
HCI Group Inc | HCI | 3 |
HDFC Bank Ltd ADR | HDB | 3 |
Heartland Financial USA Inc | HTLF | 3 |
Hercules Capital Inc | HTGC | 3 |
Heritage Commerce Corp | HTBK | 3 |
Heritage Financial Corp | HFWA | 3 |
Hilltop Holdings Inc | HTH | 3 |
Hingham Institution for Savings | HIFS | 3 |
Home Bancorp Inc | HBCP | 3 |
Home BancShares Inc | HOMB | 3 |
Horace Mann Educators Corp | HMN | 3 |
Horizon Bancorp (IN) | HBNC | 3 |
Houlihan Lokey Inc Class A | HLI | 1 |
HSBC Holdings PLC ADR | HSBC | 3 |
Huntington Bancshares Inc | HBAN | 3 |
ICICI Bank Ltd ADR | IBN | 3 |
Independent Bank Corp | INDB | 3 |
Independent Bank Corp (Ionia MI) | IBCP | 3 |
Independent Bank Group Inc | IBTX | 3 |
Inter & Co Inc Ordinary Shares - Class A | INTR | 3 |
Interactive Brokers Group Inc Class A | IBKR | 3 |
Intercontinental Exchange Inc | ICE | 3 |
International Bancshares Corp | IBOC | 3 |
International General Insurance Holdings Ltd Ordinary Shares | IGIC | 3 |
Investar Holding Corp | ISTR | 3 |
Investors Title Co | ITIC | 3 |
Itau Unibanco Holding SA ADR | ITUB | 3 |
Janus Henderson Group PLC | JHG | 3 |
Jefferies Financial Group Inc | JEF | 4 |
JPMorgan Chase & Co | JPM | 3 |
KB Financial Group Inc ADR | KB | 3 |
Kearny Financial Corp | KRNY | 3 |
KeyCorp | KEY | 3 |
Kinsale Capital Group Inc | KNSL | 3 |
KKR & Co Inc Ordinary Shares | KKR | 2 |
Lakeland Bancorp Inc | LBAI | 3 |
Lakeland Financial Corp | LKFN | 3 |
Landmark Bancorp Inc | LARK | 3 |
LendingClub Corp | LC | 3 |
Live Oak Bancshares Inc | LOB | 3 |
Loews Corp | L | 3 |
LPL Financial Holdings Inc | LPLA | 3 |
M&T Bank Corp | MTB | 3 |
Macatawa Bank Corp | MCBC | 3 |
Main Street Capital Corp | MAIN | 3 |
MainStreet Bancshares Inc | MNSB | 3 |
Manulife Financial Corp | MFC | 3 |
Markel Group Inc | MKL | 3 |
MarketAxess Holdings Inc | MKTX | 3 |
Marsh & McLennan Companies Inc | MMC | 1 |
Mastercard Inc Class A | MA | 1 |
Medallion Financial Corp | MFIN | 3 |
Mercantile Bank Corp | MBWM | 3 |
Merchants Bancorp | MBIN | 3 |
Mercury General Corp | MCY | 3 |
Meridian Corp Ordinary Shares | MRBK | 3 |
MetLife Inc | MET | 3 |
MetroCity Bankshares Inc | MCBS | 3 |
MGIC Investment Corp | MTG | 3 |
Mid Penn Bancorp Inc | MPB | 3 |
Middlefield Banc Corp | MBCN | 3 |
Midland States Bancorp Inc | MSBI | 3 |
MidWestOne Financial Group Inc | MOFG | 3 |
Moelis & Co Class A | MC | 3 |
Moody's Corporation | MCO | 1 |
Morningstar Inc | MORN |
|
Nasdaq Inc | NDAQ | 3 |
National Bank Holdings Corp Class A | NBHC | 3 |
National Western Life Group Inc Class A | NWLI | 3 |
NatWest Group PLC ADR | NWG | 3 |
Nelnet Inc Class A | NNI | 3 |
New Mountain Finance Corp | NMFC | 3 |
NewtekOne Inc | NEWT | 3 |
NI Holdings Inc | NODK | 3 |
Nicolet Bankshares Inc | NIC | 3 |
NMI Holdings Inc Class A | NMIH | 3 |
Noah Holdings Ltd ADR | NOAH | 3 |
Northeast Bank | NBN | 3 |
NorthEast Community Bancorp Inc | NECB | 3 |
Northern Trust Corp | NTRS | 3 |
Northfield Bancorp Inc | NFBK | 3 |
Northrim BanCorp Inc | NRIM | 3 |
Northwest Bancshares Inc | NWBI | 3 |
Norwood Financial Corp | NWFL | 3 |
Oak Valley Bancorp | OVLY | 3 |
Oaktree Specialty Lending Corp BDC | OCSL | 3 |
OceanFirst Financial Corp | OCFC | 3 |
OFG Bancorp | OFG | 3 |
Ohio Valley Banc Corporation | OVBC | 3 |
Old National Bancorp | ONB | 3 |
Old Republic International Corp | ORI | 3 |
Old Second Bancorp Inc | OSBC | 3 |
OneMain Holdings Inc | OMF | 3 |
OP Bancorp | OPBK | 3 |
Open Lending Corp | LPRO | 3 |
Oppenheimer Holdings Inc Class A | OPY | 4 |
Orange County Bancorp Inc | OBT | 3 |
Origin Bancorp Inc | OBK | 3 |
ORIX Corp ADR | IX | 3 |
Orrstown Financial Services Inc | ORRF | 3 |
P10 Inc Class A | PX | 3 |
Palomar Holdings Inc | PLMR | 3 |
Park National Corp | PRK | 3 |
Pathward Financial Inc | CASH | 3 |
Patria Investments Ltd Ordinary Shares - Class A | PAX | 3 |
PayPal Holdings Inc | PYPL | 4 |
Peapack Gladstone Financial Corp | PGC | 3 |
PennantPark Floating Rate Capital Ltd | PFLT | 3 |
Penns Woods Bancorp Inc | PWOD | 3 |
PennyMac Financial Services Inc Class A | PFSI | 4 |
Peoples Bancorp Inc (Marietta OH) | PEBO | 3 |
Peoples Bancorp of North Carolina Inc | PEBK | 3 |
Pinnacle Financial Partners Inc | PNFP | 3 |
Piper Sandler Cos | PIPR | 3 |
PJT Partners Inc Class A | PJT | 2 |
Plumas Bancorp | PLBC | 3 |
PNC Financial Services Group Inc | PNC | 3 |
Popular Inc | BPOP | 3 |
Preferred Bank | PFBC | 3 |
Premier Financial Corp | PFC | 3 |
Primerica Inc | PRI | 3 |
Primis Financial Corp | FRST | 3 |
Princeton Bancorp Inc | BPRN | 3 |
Progressive Corp | PGR | 1 |
Prosperity Bancshares Inc | PB | 3 |
Provident Financial Services Inc | PFS | 3 |
QCR Holdings Inc | QCRH | 3 |
Qifu Technology Inc ADR | QFIN | 3 |
Radian Group Inc | RDN | 3 |
Raymond James Financial Inc | RJF | 3 |
RBB Bancorp | RBB | 3 |
Red River Bancshares Inc | RRBI | 3 |
Regional Management Corp | RM | 3 |
Regions Financial Corp | RF | 3 |
RenaissanceRe Holdings Ltd | RNR | 3 |
Renasant Corp | RNST | 3 |
Republic Bancorp Inc Class A | RBCAA | 3 |
Richmond Mutual Bancorp Inc Ordinary Shares | RMBI | 3 |
RLI Corp | RLI | 3 |
Royal Bank of Canada | RY | 3 |
Runway Growth Finance Corp Ordinary Shares | RWAY | 3 |
Ryan Specialty Holdings Inc Class A | RYAN | 3 |
S&P Global Inc | SPGI | 2 |
S&T Bancorp Inc | STBA | 3 |
Safety Insurance Group Inc | SAFT | 3 |
Sandy Spring Bancorp Inc | SASR | 3 |
Saratoga Investment Corp | SAR | 3 |
Seacoast Banking Corp of Florida | SBCF | 3 |
Security National Financial Corp Class A | SNFCA | 3 |
SEI Investments Co | SEIC | 3 |
Selective Insurance Group Inc | SIGI | 3 |
Shinhan Financial Group Co Ltd ADR | SHG | 3 |
Sierra Bancorp | BSRR | 3 |
Silvercrest Asset Management Group Inc Class A | SAMG | 3 |
Simmons First National Corp Class A | SFNC | 3 |
SiriusPoint Ltd | SPNT | 3 |
Sixth Street Specialty Lending Inc | TSLX | 3 |
SLM Corp | SLM | 3 |
SLR Investment Corp | SLRC | 3 |
SmartFinancial Inc | SMBK | 3 |
Sound Financial Bancorp Inc | SFBC | 3 |
South Plains Financial Inc | SPFI | 3 |
Southern First Bancshares Inc | SFST | 3 |
Southern Missouri Bancorp Inc | SMBC | 3 |
Southside Bancshares Inc | SBSI | 3 |
SouthState Corp | SSB | 3 |
Sprott Inc | SII | 3 |
Stellar Bancorp Inc | STEL | 3 |
Stellus Capital Investment Corp BDC | SCM | 3 |
Sterling Bancorp Inc | SBT | 3 |
Stewart Information Services Corp | STC | 3 |
Stifel Financial Corp | SF | 3 |
Stock Yards Bancorp Inc | SYBT | 3 |
Summit Financial Group Inc | SMMF | 3 |
SWK Holdings Corp | SWKH | 3 |
Synchrony Financial | SYF | 3 |
Synovus Financial Corp | SNV | 3 |
T. Rowe Price Group Inc | TROW | 3 |
Texas Capital Bancshares Inc | TCBI | 3 |
TFS Financial Corp | TFSL | 3 |
The Bancorp Inc | TBBK | 3 |
The Goldman Sachs Group Inc | GS | 3 |
The Hanover Insurance Group Inc | THG | 3 |
The Hartford Financial Services Group Inc | HIG | 3 |
The Toronto-Dominion Bank | TD | 3 |
The Travelers Companies Inc | TRV | 3 |
The Western Union Co | WU | 4 |
Timberland Bancorp Inc | TSBK | 3 |
Tiptree Inc | TIPT | 3 |
Tompkins Financial Corp | TMP | 3 |
Towne Bank | TOWN | 3 |
Tradeweb Markets Inc | TW | 1 |
TriCo Bancshares | TCBK | 3 |
Triumph Financial Inc | TFIN | 3 |
Truist Financial Corp | TFC | 3 |
Trustco Bank Corp N Y | TRST | 3 |
Trustmark Corp | TRMK | 3 |
U.S. Bancorp | USB | 3 |
UMB Financial Corp | UMBF | 3 |
United Bankshares Inc | UBSI | 3 |
United Community Banks Inc | UCBI | 3 |
United Security Bancshares | UBFO | 3 |
Unity Bancorp Inc | UNTY | 3 |
Univest Financial Corp | UVSP | 3 |
Unum Group | UNM | 3 |
Valley National Bancorp | VLY | 3 |
Value Line Inc | VALU | 3 |
Veritex Holdings Inc | VBTX | 3 |
VersaBank Registered Shs Stock Settlement | VBNK | 3 |
Victory Capital Holdings Inc Class A | VCTR | 3 |
Vinci Partners Investments Ltd Ordinary Shares - Class A | VINP | 3 |
Virginia National Bankshares Corp | VABK | 3 |
Virtus Investment Partners Inc | VRTS | 3 |
Visa Inc Class A | V | 1 |
WaFd Inc | WAFD | 3 |
Walker & Dunlop Inc | WD | 3 |
Washington Trust Bancorp Inc | WASH | 3 |
Waterstone Financial Inc | WSBF | 3 |
Webster Financial Corp | WBS | 3 |
Wells Fargo & Co | WFC | 3 |
Wesbanco Inc | WSBC | 3 |
West Bancorp Inc | WTBA | 3 |
Westamerica Bancorp | WABC | 3 |
Western New England Bancorp Inc | WNEB | 3 |
Westwood Holdings Group Inc | WHG | 3 |
White Mountains Insurance Group Ltd | WTM | 3 |
WhiteHorse Finance Inc | WHF | 3 |
William Penn Bancorporation | WMPN | 3 |
Willis Towers Watson PLC | WTW | 3 |
Wintrust Financial Corp | WTFC | 3 |
WisdomTree Inc | WT | 3 |
World Acceptance Corp | WRLD | 3 |
WR Berkley Corp | WRB | 2 |
WSFS Financial Corp | WSFS | 3 |
XP Inc Class A | XP | 3 |
Zions Bancorp NA | ZION | 3 |
Healthcare
This sector includes biotechnology, pharmaceuticals, research services, home healthcare, hospitals, long-termcare facilities, and medical equipment and supplies. Also include pharmaceutical retailers and companies which provide health information services. Companies in this sector include AstraZeneca, Pfizer, and Roche Holding, Walgreens Boots Alliance, and Cerner Corp.
Name | Ticker | Morningstar Quantitative Rating Overall |
Abbott Laboratories | ABT | 3 |
AbbVie Inc | ABBV | 2 |
Addus HomeCare Corp | ADUS | 3 |
Agilent Technologies Inc | A | 3 |
Align Technology Inc | ALGN | 3 |
Amedisys Inc | AMED | 3 |
Amgen Inc | AMGN | 3 |
AMN Healthcare Services Inc | AMN | 3 |
Amphastar Pharmaceuticals Inc | AMPH | 4 |
AptarGroup Inc | ATR | 2 |
Astrana Health Inc | ASTH | 3 |
AstraZeneca PLC ADR | AZN | 3 |
Atrion Corp | ATRI | 3 |
Azenta Inc | AZTA | 3 |
Bausch & Lomb Corp | BLCO | 5 |
Baxter International Inc | BAX | 4 |
Becton Dickinson & Co | BDX | 3 |
Bio-Techne Corp | TECH | 3 |
Biogen Inc | BIIB | 3 |
Biomarin Pharmaceutical Inc | BMRN | 3 |
BioNTech SE ADR | BNTX | 3 |
Boston Scientific Corp | BSX | 1 |
Bristol-Myers Squibb Co | BMY | 3 |
Bruker Corp | BRKR | 3 |
Catalent Inc | CTLT | 4 |
Catalyst Pharmaceuticals Inc | CPRX | 3 |
Centene Corp | CNC | 4 |
Charles River Laboratories International Inc | CRL | 3 |
Chemed Corp | CHE | 1 |
Collegium Pharmaceutical Inc | COLL | 3 |
Conmed Corp | CNMD | 3 |
Corcept Therapeutics Inc | CORT | 4 |
Cronos Group Inc | CRON | 3 |
Cross Country Healthcare Inc | CCRN | 4 |
CVS Health Corp | CVS | 4 |
Danaher Corp | DHR | 3 |
DaVita Inc | DVA | 3 |
DexCom Inc | DXCM | 3 |
Doximity Inc Class A | DOCS | 3 |
Dr Reddy's Laboratories Ltd ADR | RDY | 2 |
Edwards Lifesciences Corp | EW | 3 |
Electromed Inc | ELMD | 3 |
Elevance Health Inc | ELV | 3 |
Eli Lilly and Co | LLY | 1 |
Encompass Health Corp | EHC | 3 |
Ensign Group Inc | ENSG | 2 |
Envista Holdings Corp Ordinary Shares | NVST | 3 |
Evotec SE ADR | EVO | 3 |
Exelixis Inc | EXEL | 2 |
Fonar Corp | FONR | 3 |
Fortrea Holdings Inc | FTRE | 3 |
Fresenius Medical Care AG ADR | FMS | 5 |
GE HealthCare Technologies Inc Common Stock | GEHC | 3 |
Genmab A/S ADR | GMAB | 3 |
Gilead Sciences Inc | GILD | 4 |
Globus Medical Inc Class A | GMED | 4 |
Grifols SA ADR | GRFS | 5 |
GSK PLC ADR | GSK | 3 |
Haemonetics Corp | HAE | 3 |
Halozyme Therapeutics Inc | HALO | 3 |
Harmony Biosciences Holdings Inc Ordinary Shares | HRMY | 3 |
Healthcare Services Group Inc | HCSG | 4 |
HealthEquity Inc | HQY | 3 |
HealthStream Inc | HSTM | 3 |
Henry Schein Inc | HSIC | 4 |
Hologic Inc | HOLX | 3 |
Humana Inc | HUM | 3 |
Icon PLC | ICLR | 2 |
ICU Medical Inc | ICUI | 3 |
IDEXX Laboratories Inc | IDXX | 1 |
Inari Medical Inc Ordinary Shares | NARI | 3 |
Incyte Corp | INCY | 4 |
InfuSystems Holdings Inc | INFU | 3 |
InMode Ltd | INMD | 3 |
InnovAge Holding Corp | INNV | 3 |
Innoviva Inc | INVA | 3 |
Insulet Corp | PODD | 3 |
Integer Holdings Corp | ITGR | 4 |
Integra Lifesciences Holdings Corp | IART | 3 |
Intuitive Surgical Inc | ISRG | 1 |
IQVIA Holdings Inc | IQV | 3 |
iRadimed Corp | IRMD | 3 |
Jazz Pharmaceuticals PLC | JAZZ | 3 |
Johnson & Johnson | JNJ | 3 |
Koninklijke Philips NV ADR | PHG | 4 |
Laboratory Corp of America Holdings | LH | 3 |
Lantheus Holdings Inc | LNTH | 3 |
LeMaitre Vascular Inc | LMAT | 3 |
Ligand Pharmaceuticals Inc | LGND | 3 |
Maravai LifeSciences Holdings Inc Ordinary Shares - Class A | MRVI | 3 |
Masimo Corp | MASI | 3 |
Medpace Holdings Inc | MEDP | 1 |
Medtronic PLC | MDT | 5 |
Merck & Co Inc | MRK | 1 |
Merit Medical Systems Inc | MMSI | 3 |
Molina Healthcare Inc | MOH | 3 |
National Healthcare Corp | NHC | 3 |
National Research Corp Class A | NRC | 3 |
Neogen Corp | NEOG | 4 |
Neurocrine Biosciences Inc | NBIX | 1 |
Novartis AG ADR | NVS | 3 |
Novo Nordisk A/S ADR | NVO | 1 |
Omnicell Inc | OMCL | 3 |
Option Care Health Inc | OPCH | 3 |
OraSure Technologies Inc | OSUR | 3 |
Owens & Minor Inc | OMI | 3 |
Pacira BioSciences Inc | PCRX | 3 |
Patterson Companies Inc | PDCO | 3 |
Pennant Group Inc | PNTG | 3 |
Penumbra Inc | PEN | 3 |
Pfizer Inc | PFE | 3 |
Pharming Group ADR | PHAR | 3 |
Phibro Animal Health Corp Class A | PAHC | 4 |
Premier Inc Class A | PINC | 3 |
Prestige Consumer Healthcare Inc | PBH | 3 |
Qiagen NV | QGEN | 4 |
Quest Diagnostics Inc | DGX | 4 |
QuidelOrtho Corp | QDEL | 3 |
RadNet Inc | RDNT | 3 |
Regeneron Pharmaceuticals Inc | REGN | 1 |
Repligen Corp | RGEN | 3 |
ResMed Inc | RMD | 4 |
Revvity Inc | RVTY | 5 |
Royalty Pharma PLC Class A | RPRX | 4 |
Sanofi SA ADR | SNY | 5 |
Select Medical Holdings Corp | SEM | 4 |
Semler Scientific Inc | SMLR | 3 |
Simulations Plus Inc | SLP | 3 |
Staar Surgical Co | STAA | 3 |
Steris PLC | STE | 3 |
Stevanato Group SPA | STVN | 3 |
Stryker Corp | SYK | 1 |
Supernus Pharmaceuticals Inc | SUPN | 4 |
Tactile Systems Technology Inc | TCMD | 4 |
Takeda Pharmaceutical Co Ltd ADR | TAK | 5 |
Taro Pharmaceutical Industries Ltd | TARO | 4 |
Teleflex Inc | TFX | 4 |
Tenet Healthcare Corp | THC | 3 |
The Cigna Group | CI | 3 |
The Cooper Companies Inc | COO | 3 |
The Joint Corp | JYNT | 3 |
Thermo Fisher Scientific Inc | TMO | 3 |
UFP Technologies Inc | UFPT | 3 |
United Therapeutics Corp | UTHR | 3 |
UnitedHealth Group Inc | UNH | 3 |
Universal Health Services Inc Class B | UHS | 5 |
US Physical Therapy Inc | USPH | 3 |
Utah Medical Products Inc | UTMD | 3 |
Vanda Pharmaceuticals Inc | VNDA | 3 |
Varex Imaging Corp | VREX | 4 |
Veeva Systems Inc Class A | VEEV | 3 |
Vertex Pharmaceuticals Inc | VRTX | 1 |
Viatris Inc | VTRS | 4 |
Viemed Healthcare Inc Ordinary Shares | VMD | 4 |
Walgreens Boots Alliance Inc | WBA | 3 |
Waters Corp | WAT | 2 |
West Pharmaceutical Services Inc | WST | 1 |
Zimmer Biomet Holdings Inc | ZBH | 5 |
Zoetis Inc Class A | ZTS | 2 |
Zynex Inc | ZYXI | 3 |
Industrials
Companies that manufacture machinery, hand-held tools, and industrial products. This sector also includes aerospace and defense firms as well as companies engaged in transportation services. Companies in this sector include 3M, Boeing, and Siemens.
Name | Ticker | Morningstar Quantitative Rating Overall |
3M Co | MMM | 3 |
A.O. Smith Corp | AOS | 2 |
AAON Inc | AAON | 2 |
AAR Corp | AIR | 3 |
ABM Industries Inc | ABM | 4 |
Acacia Research Corp | ACTG | 3 |
Acuity Brands Inc | AYI | 2 |
Advanced Drainage Systems Inc | WMS | 2 |
Advanced Energy Industries Inc | AEIS | 3 |
AECOM | ACM | 1 |
AerCap Holdings NV | AER | 3 |
AGCO Corp | AGCO | 4 |
Air Lease Corp Class A | AL | 4 |
Air Transport Services Group Inc | ATSG | 3 |
Alamo Group Inc | ALG | 3 |
Alaska Air Group Inc | ALK | 4 |
Allegiant Travel Co | ALGT | 3 |
Allegion PLC | ALLE | 3 |
AMETEK Inc | AME | 1 |
Apogee Enterprises Inc | APOG | 3 |
Applied Industrial Technologies Inc | AIT | 1 |
Aramark | ARMK | 3 |
ARC Document Solutions Inc | ARC | 3 |
ArcBest Corp | ARCB | 3 |
Arcosa Inc | ACA | 3 |
Ardmore Shipping Corp | ASC | 3 |
Argan Inc | AGX | 3 |
Armstrong World Industries Inc | AWI | 2 |
Astec Industries Inc | ASTE | 3 |
Atkore Inc | ATKR | 3 |
Atmus Filtration Technologies Inc | ATMU | 3 |
ATS Corp | ATS | 3 |
Automatic Data Processing Inc | ADP | 2 |
Axon Enterprise Inc | AXON | 1 |
AZZ Inc | AZZ | 3 |
Barnes Group Inc | B | 3 |
Barrett Business Services Inc | BBSI | 3 |
BGSF Inc | BGSF | 3 |
BlueLinx Holdings Inc | BXC | 3 |
Booz Allen Hamilton Holding Corp Class A | BAH | 1 |
Bowman Consulting Group Ltd | BWMN | 3 |
Brady Corp Class A | BRC | 3 |
BrightView Holdings Inc | BV | 3 |
Builders FirstSource Inc | BLDR | 3 |
BWX Technologies Inc | BWXT | 1 |
C.H. Robinson Worldwide Inc | CHRW | 3 |
Cadre Holdings Inc | CDRE | 1 |
CAE Inc | CAE | 4 |
Canadian National Railway Co | CNI | 2 |
Canadian Pacific Kansas City Ltd | CP | 3 |
Carlisle Companies Inc | CSL | 1 |
Carrier Global Corp Ordinary Shares | CARR | 2 |
Casella Waste Systems Inc Class A | CWST | 3 |
Cass Information Systems Inc | CASS | 3 |
Caterpillar Inc | CAT | 2 |
CBIZ Inc | CBZ | 1 |
CECO Environmental Corp | CECO | 3 |
Chart Industries Inc | GTLS | 4 |
Cintas Corp | CTAS | 1 |
Clean Harbors Inc | CLH | 2 |
CNH Industrial NV | CNHI | 3 |
Columbus McKinnon Corp | CMCO | 3 |
Comfort Systems USA Inc | FIX | 1 |
Compx International Inc | CIX | 3 |
Construction Partners Inc Class A | ROAD | 2 |
Copa Holdings SA Class A | CPA | 3 |
Copart Inc | CPRT | 1 |
Core & Main Inc Class A | CNM | 2 |
CoreCivic Inc | CXW | 3 |
Costamare Inc | CMRE | 4 |
Covenant Logistics Group Inc Class A | CVLG | 3 |
CRA International Inc | CRAI | 3 |
Crane Co | CR | 1 |
CSW Industrials Inc | CSWI | 1 |
CSX Corp | CSX | 3 |
Cummins Inc | CMI | 1 |
Curtiss-Wright Corp | CW | 2 |
Danaos Corp | DAC | 4 |
Deere & Co | DE | 3 |
Diana Shipping Inc | DSX | 4 |
Distribution Solutions Group Inc | DSGR | 3 |
DLH Holdings Corp | DLHC | 3 |
Dolby Laboratories Inc Class A | DLB | 2 |
Donaldson Co Inc | DCI | 1 |
Dover Corp | DOV | 2 |
Ducommun Inc | DCO | 3 |
DXP Enterprises Inc | DXPE | 3 |
Dycom Industries Inc | DY | 3 |
Eaton Corp PLC | ETN | 1 |
EMCOR Group Inc | EME | 2 |
Emerson Electric Co | EMR | 3 |
Encore Wire Corp | WIRE | 3 |
Energizer Holdings Inc | ENR | 3 |
Energy Recovery Inc | ERII | 3 |
Energy Services of America Corp | ESOA | 3 |
EnerSys | ENS | 3 |
Ennis Inc | EBF | 3 |
Enpro Inc | NPO | 3 |
Enviri Corp | NVRI | 3 |
Equifax Inc | EFX | 3 |
ESAB Corp | ESAB | 1 |
Euroseas Ltd | ESEA | 3 |
EVI Industries Inc | EVI | 3 |
Expeditors International of Washington Inc | EXPD | 2 |
Exponent Inc | EXPO | 3 |
Fastenal Co | FAST | 1 |
Federal Signal Corp | FSS | 1 |
FedEx Corp | FDX | 2 |
Flowserve Corp | FLS | 2 |
Forrester Research Inc | FORR | 3 |
Fortune Brands Innovations Inc | FBIN | 3 |
Franklin Electric Co Inc | FELE | 2 |
FTAI Aviation Ltd | FTAI | 1 |
FTI Consulting Inc | FCN | 2 |
Gates Industrial Corp PLC | GTES | 4 |
GATX Corp | GATX | 4 |
GE Aerospace | GE | 3 |
Genco Shipping & Trading Ltd | GNK | 4 |
Gencor Industries Inc | GENC | 3 |
Generac Holdings Inc | GNRC | 3 |
General Dynamics Corp | GD | 2 |
Gibraltar Industries Inc | ROCK | 3 |
Global Industrial Co | GIC | 2 |
Global Payments Inc | GPN | 4 |
Global Ship Lease Inc Class A | GSL | 4 |
GMS Inc | GMS | 3 |
Gorman-Rupp Co | GRC | 3 |
Graco Inc | GGG | 1 |
Great Lakes Dredge & Dock Corp | GLDD | 3 |
Greenbrier Companies Inc | GBX | 3 |
Griffon Corp | GFF | 2 |
Grindrod Shipping Holdings Ltd Ordinary Shares | GRIN | 4 |
Grupo Aeroportuario del Centro Norte SAB de CV ADR | OMAB | 3 |
Grupo Aeroportuario del Pacifico SAB de CV ADR | PAC | 3 |
Grupo Aeroportuario del Sureste SAB de CV ADR | ASR | 3 |
GXO Logistics Inc | GXO | 4 |
H&E Equipment Services Inc | HEES | 3 |
Haynes International Inc | HAYN | 3 |
Hayward Holdings Inc | HAYW | 3 |
Heartland Express Inc | HTLD | 3 |
Heico Corp | HEI | 1 |
Heico Corp Class A | HEI.A | 1 |
Heidrick & Struggles International Inc | HSII | 3 |
Helios Technologies Inc | HLIO | 3 |
Herc Holdings Inc | HRI | 3 |
Hexcel Corp | HXL | 2 |
Hillenbrand Inc | HI | 3 |
HireQuest Inc | HQI | 3 |
HNI Corp | HNI | 3 |
Hollysys Automation Technologies Ltd | HOLI | 3 |
Honeywell International Inc | HON | 3 |
Howmet Aerospace Inc | HWM | 2 |
Hub Group Inc Class A | HUBG | 4 |
Hubbell Inc | HUBB | 2 |
Huntington Ingalls Industries Inc | HII | 3 |
Hurco Companies Inc | HURC | 3 |
Huron Consulting Group Inc | HURN | 3 |
ICF International Inc | ICFI | 3 |
IDEX Corp | IEX | 1 |
IES Holdings Inc | IESC | 2 |
Illinois Tool Works Inc | ITW | 1 |
Ingersoll Rand Inc | IR | 1 |
Innovative Solutions and Support Inc | ISSC | 3 |
Insperity Inc | NSP | 3 |
Insteel Industries Inc | IIIN | 3 |
Interface Inc | TILE | 3 |
ITT Inc | ITT | 2 |
Jacobs Solutions Inc | J | 3 |
Janus International Group Inc Ordinary Shares - Class A | JBI | 3 |
JB Hunt Transport Services Inc | JBHT | 2 |
JELD-WEN Holding Inc | JELD | 3 |
John Bean Technologies Corp | JBT | 3 |
Johnson Controls International PLC | JCI | 4 |
Kadant Inc | KAI | 1 |
Kaman Corp Class A | KAMN | 3 |
KBR Inc | KBR | 3 |
Kelly Services Inc Class A | KELYA | 3 |
Kelly Services Inc Conv Shs -B- Conv at any time | KELYB | 3 |
Kennametal Inc | KMT | 3 |
Kforce Inc | KFRC | 2 |
Kimball Electronics Inc | KE | 3 |
Knight-Swift Transportation Holdings Inc Class A | KNX | 4 |
Korn Ferry | KFY | 3 |
Kornit Digital Ltd | KRNT | 3 |
Kratos Defense & Security Solutions Inc | KTOS | 3 |
L.B. Foster Co Class A | FSTR | 3 |
L3Harris Technologies Inc | LHX | 3 |
Landstar System Inc | LSTR | 2 |
Leonardo DRS Inc | DRS | 2 |
Limbach Holdings Inc | LMB | 3 |
Lincoln Electric Holdings Inc | LECO | 1 |
Lindsay Corp | LNN | 3 |
Lockheed Martin Corp | LMT | 3 |
Louisiana-Pacific Corp | LPX | 3 |
Luxfer Holdings PLC | LXFR | 3 |
ManpowerGroup Inc | MAN | 4 |
Marten Transport Ltd | MRTN | 3 |
Masonite International Corp | DOOR | 3 |
MasTec Inc | MTZ | 3 |
Mastech Digital Inc | MHH | 3 |
Matson Inc | MATX | 3 |
Maximus Inc | MMS | 3 |
Mayville Engineering Co Inc | MEC | 3 |
McGrath RentCorp | MGRC | 2 |
MDU Resources Group Inc | MDU | 3 |
Moog Inc A | MOG.A | 2 |
Moog Inc Class B | MOG.B | 2 |
MSA Safety Inc | MSA | 3 |
MSC Industrial Direct Co Inc Class A | MSM | 3 |
Mueller Industries Inc | MLI | 3 |
Mueller Water Products, Inc. Class A | MWA | 3 |
MYR Group Inc | MYRG | 3 |
NAPCO Security Technologies Inc | NSSC | 3 |
NL Industries Inc | NL | 3 |
Nordson Corp | NDSN | 1 |
Norfolk Southern Corp | NSC | 3 |
Northrop Grumman Corp | NOC | 2 |
Northwest Pipe Co | NWPX | 3 |
NV5 Global Inc | NVEE | 3 |
nVent Electric PLC | NVT | 3 |
Old Dominion Freight Line Inc Ordinary Shares | ODFL | 1 |
Omega Flex Inc | OFLX | 3 |
Oshkosh Corp | OSK | 3 |
Owens-Corning Inc | OC | 3 |
P.A.M. Transportation Services Inc | PTSI | 3 |
PACCAR Inc | PCAR | 2 |
Pangaea Logistics Solutions Ltd | PANL | 3 |
Park Aerospace Corp | PKE | 3 |
Park-Ohio Holdings Corp | PKOH | 3 |
Parker Hannifin Corp | PH | 1 |
Paychex Inc | PAYX | 2 |
Pentair PLC | PNR | 3 |
Perma-Fix Environmental Services Inc | PESI | 3 |
Pool Corp | POOL | 1 |
Powell Industries Inc | POWL | 3 |
Preformed Line Products Co | PLPC | 3 |
Primoris Services Corp | PRIM | 3 |
PROG Holdings Inc Ordinary Shares | PRG | 3 |
Proto Labs Inc | PRLB | 3 |
Quanex Building Products Corp | NX | 3 |
Quanta Services Inc | PWR | 2 |
Radiant Logistics Inc | RLGT | 3 |
RB Global Inc | RBA | 1 |
RBC Bearings Inc | RBC | 2 |
RCM Technologies Inc | RCMT | 3 |
Regal Rexnord Corp | RRX | 4 |
Republic Services Inc | RSG | 1 |
Resideo Technologies Inc | REZI | 4 |
Resources Connection Inc | RGP | 3 |
REV Group Inc | REVG | 3 |
Robert Half Inc | RHI | 2 |
Rockwell Automation Inc | ROK | 3 |
RTX Corp | RTX | 4 |
RXO Inc | RXO | 3 |
Ryanair Holdings PLC ADR | RYAAY | 3 |
Ryder System Inc | R | 3 |
Ryerson Holding Corp | RYI | 3 |
Safe Bulkers Inc | SB | 3 |
Saia Inc | SAIA | 1 |
Schneider National Inc | SNDR | 4 |
Seaboard Corp | SEB | 4 |
SFL Corp Ltd | SFL | 3 |
SiteOne Landscape Supply Inc | SITE | 3 |
SkyWest Inc | SKYW | 4 |
Smith & Wesson Brands Inc | SWBI | 3 |
Snap-on Inc | SNA | 2 |
Southwest Airlines Co | LUV | 3 |
SPX Technologies Inc | SPXC | 1 |
Standex International Corp | SXI | 3 |
Stanley Black & Decker Inc | SWK | 4 |
Stantec Inc | STN | 2 |
Star Bulk Carriers Corp | SBLK | 3 |
StealthGas Inc | GASS | 3 |
Steelcase Inc Class A | SCS | 3 |
Sterling Infrastructure Inc | STRL | 3 |
Sturm Ruger & Co Inc | RGR | 3 |
Sun Country Airlines Holdings Inc | SNCY | 3 |
Target Hospitality Corp Class A | TH | 3 |
Taylor Devices Inc | TAYD | 3 |
Tejon Ranch Co | TRC | 3 |
Tennant Co | TNC | 3 |
Terex Corp | TEX | 3 |
Tetra Tech Inc | TTEK | 1 |
Textron Inc | TXT | 2 |
TFI International Inc | TFII | 2 |
The Brink's Co | BCO | 2 |
The Eastern Co | EML | 3 |
The GEO Group Inc | GEO | 3 |
The L S Starrett Co | SCX | 3 |
The Middleby Corp | MIDD | 3 |
The Shyft Group Inc | SHYF | 3 |
The Timken Co | TKR | 3 |
The Toro Co | TTC | 2 |
Thermon Group Holdings Inc | THR | 3 |
Thomson Reuters Corp | TRI | 1 |
Titan International Inc | TWI | 3 |
TopBuild Corp | BLD | 3 |
Trane Technologies PLC Class A | TT | 1 |
Transcat Inc | TRNS | 3 |
TransUnion | TRU | 4 |
Trex Co Inc | TREX | 2 |
Trinet Group Inc | TNET | 3 |
Trinity Industries Inc | TRN | 3 |
TrueBlue Inc | TBI | 3 |
U-Haul Holding Co | UHAL | 3 |
U-Haul Holding Co Ordinary Shares - Series N | UHAL.B | 3 |
Ultralife Corp | ULBI | 3 |
UniFirst Corp | UNF | 3 |
Union Pacific Corp | UNP | 2 |
United Parcel Service Inc Class B | UPS | 3 |
United Rentals Inc | URI | 1 |
Universal Logistics Holdings Inc | ULH | 3 |
V2X Inc | VVX | 3 |
Valmont Industries Inc | VMI | 3 |
Veralto Corp | VLTO | 2 |
Verisk Analytics Inc | VRSK | 1 |
Verra Mobility Corp Class A | VRRM | 3 |
Vestis Corp | VSTS | 3 |
VirTra Inc | VTSI | 3 |
VSE Corp | VSEC | 3 |
W.W. Grainger Inc | GWW | 1 |
Wabash National Corp | WNC | 3 |
Waste Connections Inc | WCN | 1 |
Waste Management Inc | WM | 1 |
Watsco Inc Class A | WSO | 1 |
Watsco Inc Shs -B- Conv.at any time | WSO.B | 1 |
Watts Water Technologies Inc Class A | WTS | 1 |
Werner Enterprises Inc | WERN | 4 |
WESCO International Inc | WCC | 4 |
Westinghouse Air Brake Technologies Corp | WAB | 3 |
Willis Lease Finance Corp | WLFC | 3 |
WillScot Mobile Mini Holdings Corp | WSC | 3 |
Woodward Inc | WWD | 1 |
Worthington Enterprises Inc | WOR | 3 |
XPO Inc | XPO | 1 |
Xylem Inc | XYL | 3 |
ZipRecruiter Inc Class A | ZIP | 3 |
ZTO Express (Cayman) Inc ADR | ZTO | 3 |
Zurn Elkay Water Solutions Corp | ZWS | 2 |
Real Estate
This sector includes companies that develop, acquire, manage, and operate real estate properties. Companies in this sector include Kimco Realty, Vornado Realty Trust, and Westfield Group.
Name | Ticker | Morningstar Quantitative Rating Overall |
Acadia Realty Trust | AKR | 3 |
AFC Gamma Inc Ordinary Shares | AFCG | 3 |
Agree Realty Corp | ADC | 4 |
Alexander's Inc | ALX | 3 |
Alexandria Real Estate Equities Inc | ARE | 4 |
Alpine Income Property Trust Inc Ordinary Shares | PINE | 3 |
American Assets Trust Inc | AAT | 4 |
American Homes 4 Rent Class A | AMH | 4 |
American Realty Investors Inc | ARL | 3 |
American Tower Corp | AMT | 3 |
Amrep Corp | AXR | 3 |
Apartment Income REIT Corp Class A | AIRC | 4 |
Apollo Commercial Real Estate Finance Inc | ARI | 4 |
Apple Hospitality REIT Inc | APLE | 4 |
Arbor Realty Trust Inc | ABR | 3 |
Ares Commercial Real Estate Corp | ACRE | 4 |
Armada Hoffler Properties Inc | AHH | 4 |
AvalonBay Communities Inc | AVB | 4 |
Blackstone Mortgage Trust Inc A | BXMT | 4 |
Boston Properties Inc | BXP | 4 |
Brandywine Realty Trust | BDN | 4 |
Brixmor Property Group Inc | BRX | 4 |
Broadstone Net Lease Inc Ordinary Shares | BNL | 4 |
Camden Property Trust | CPT | 5 |
CareTrust REIT Inc | CTRE | 3 |
CBRE Group Inc Class A | CBRE | 3 |
Centerspace | CSR | 3 |
City Office REIT Inc | CIO | 3 |
Claros Mortgage Trust Inc | CMTG | 4 |
Community Healthcare Trust Inc | CHCT | 3 |
COPT Defense Properties | CDP | 4 |
Corporacion Inmobiliaria Vesta SAB de CV ADR | VTMX | 3 |
CoStar Group Inc | CSGP | 3 |
Cousins Properties Inc | CUZ | 5 |
Crown Castle Inc | CCI | 4 |
CTO Realty Growth Inc Ordinary Shares- New | CTO | 3 |
CubeSmart | CUBE | 4 |
Cushman & Wakefield PLC | CWK | 5 |
Digital Realty Trust Inc | DLR | 3 |
Douglas Emmett Inc | DEI | 3 |
Easterly Government Properties Inc | DEA | 4 |
EastGroup Properties Inc | EGP | 3 |
Elme Communities | ELME | 3 |
Empire State Realty Trust Inc Class A | ESRT | 3 |
EPR Properties | EPR | 4 |
Equinix Inc | EQIX | 2 |
Equity Commonwealth | EQC | 3 |
Equity Lifestyle Properties Inc | ELS | 3 |
Equity Residential | EQR | 5 |
Essential Properties Realty Trust Inc | EPRT | 4 |
Essex Property Trust Inc | ESS | 4 |
eXp World Holdings Inc | EXPI | 3 |
Extra Space Storage Inc | EXR | 4 |
Farmland Partners Inc | FPI | 3 |
Federal Realty Investment Trust | FRT | 4 |
First Industrial Realty Trust Inc | FR | 4 |
Five Point Holdings LLC A | FPH | 4 |
Forestar Group Inc | FOR | 4 |
Four Corners Property Trust Inc | FCPT | 4 |
FRP Holdings Inc | FRPH | 3 |
Gaming and Leisure Properties Inc | GLPI | 3 |
Getty Realty Corp | GTY | 3 |
Global Medical REIT Inc | GMRE | 4 |
Granite Real Estate Investment Trust Stapled Units Cons of 1 Shs of Granite | GRP.U | 4 |
Hannon Armstrong Sustainable Infrastructure Capital Inc | HASI | 4 |
Healthcare Realty Trust Inc | HR | 3 |
Healthpeak Properties Inc | DOC | 4 |
Highwoods Properties Inc | HIW | 4 |
Host Hotels & Resorts Inc | HST | 4 |
Independence Realty Trust Inc | IRT | 5 |
Innovative Industrial Properties Inc | IIPR | 3 |
InvenTrust Properties Corp | IVT | 3 |
Invitation Homes Inc | INVH | 5 |
Iron Mountain Inc | IRM | 3 |
Jones Lang LaSalle Inc | JLL | 4 |
Kilroy Realty Corp | KRC | 5 |
Kimco Realty Corp | KIM | 5 |
Ladder Capital Corp Class A | LADR | 3 |
Lamar Advertising Co Class A | LAMR | 3 |
Landsea Homes Corp Ordinary Shares - Class A | LSEA | 4 |
LTC Properties Inc | LTC | 3 |
LXP Industrial Trust | LXP | 4 |
Mid-America Apartment Communities Inc | MAA | 4 |
National Health Investors Inc | NHI | 3 |
National Storage Affiliates Trust | NSA | 4 |
Newmark Group Inc Class A | NMRK | 3 |
NexPoint Residential Trust Inc | NXRT | 3 |
NNN REIT Inc | NNN | 5 |
Omega Healthcare Investors Inc | OHI | 4 |
One Liberty Properties Inc | OLP | 3 |
PennyMac Mortgage Investment Trust | PMT | 3 |
Phillips Edison & Co Inc | PECO | 4 |
PotlatchDeltic Corp | PCH | 4 |
Prologis Inc | PLD | 4 |
Public Storage | PSA | 3 |
Rayonier Inc | RYN | 4 |
Realty Income Corp | O | 5 |
Regency Centers Corp | REG | 4 |
Retail Opportunity Investments Corp | ROIC | 4 |
Rexford Industrial Realty Inc | REXR | 4 |
Ryman Hospitality Properties Inc | RHP | 3 |
Sabra Health Care REIT Inc | SBRA | 4 |
Sachem Capital Corp | SACH | 3 |
Safehold Inc | SAFE | 4 |
Saul Centers Inc | BFS | 3 |
Simon Property Group Inc | SPG | 3 |
SITE Centers Corp | SITC | 4 |
SL Green Realty Corp | SLG | 3 |
Stag Industrial Inc | STAG | 4 |
Starwood Property Trust Inc | STWD | 3 |
Stratus Properties Inc | STRS | 3 |
Sun Communities Inc | SUI | 4 |
Sunstone Hotel Investors Inc | SHO | 3 |
Tanger Inc | SKT | 3 |
Terreno Realty Corp | TRNO | 3 |
The RMR Group Inc Class A | RMR | 3 |
The St. Joe Co | JOE | 3 |
Transcontinental Realty Investors Inc | TCI | 4 |
Tricon Residential Inc | TCN | 4 |
UDR Inc | UDR | 4 |
Universal Health Realty Income Trust | UHT | 3 |
Urban Edge Properties | UE | 3 |
VICI Properties Inc Ordinary Shares | VICI | 4 |
Vornado Realty Trust | VNO | 3 |
W.P. Carey Inc | WPC | 3 |
Welltower Inc | WELL | 3 |
Weyerhaeuser Co | WY | 3 |
Whitestone REIT | WSR | 3 |
Technology
Companies engaged in the design, development, and support of computer operating systems and applications. This sector also includes companies that make computer equipment, data storage products, networking products, semiconductors, and components. Companies in this sector include Apple, Microsoft, and IBM.
Name | Ticker | Morningstar Quantitative Rating Overall |
A10 Networks Inc | ATEN | 3 |
Accenture PLC Class A | ACN | 1 |
ACI Worldwide Inc | ACIW | 3 |
ACM Research Inc Class A | ACMR | 3 |
Adobe Inc | ADBE | 3 |
Advanced Micro Devices Inc | AMD | 2 |
Akamai Technologies Inc | AKAM | 3 |
Alarm.com Holdings Inc | ALRM | 2 |
Allegro Microsystems Inc Ordinary Shares | ALGM | 3 |
Allient Inc | ALNT | 4 |
Alpha & Omega Semiconductor Ltd | AOSL | 4 |
Amdocs Ltd | DOX | 3 |
American Software Inc Class A | AMSWA | 3 |
Amkor Technology Inc | AMKR | 4 |
Amphenol Corp Class A | APH | 1 |
AMTD Digital Inc ADR | HKD | 3 |
Analog Devices Inc | ADI | 3 |
Ansys Inc | ANSS | 2 |
AppFolio Inc Class A | APPF | 2 |
Apple Inc | AAPL | 3 |
Applied Materials Inc | AMAT | 1 |
AppLovin Corp Ordinary Shares - Class A | APP | 2 |
Arista Networks Inc | ANET | 1 |
Arrow Electronics Inc | ARW | 4 |
ASGN Inc | ASGN | 3 |
ASML Holding NV ADR | ASML | 1 |
AstroNova Inc | ALOT | 3 |
Asure Software Inc | ASUR | 3 |
Autodesk Inc | ADSK | 2 |
Aviat Networks Inc | AVNW | 3 |
Axcelis Technologies Inc | ACLS | 4 |
Badger Meter Inc | BMI | 2 |
Bel Fuse Inc Class A | BELFA | 4 |
Bel Fuse Inc Class B | BELFB | 4 |
Belden Inc | BDC | 4 |
Benchmark Electronics Inc | BHE | 3 |
Bentley Systems Inc Ordinary Shares - Class B | BSY | 1 |
Block Inc Class A | SQ | 4 |
Broadcom Inc | AVGO | 1 |
Broadridge Financial Solutions Inc | BR | 1 |
CACI International Inc Class A | CACI | 3 |
Cadence Design Systems Inc | CDNS | 1 |
Calix Inc | CALX | 3 |
Camtek Ltd | CAMT | 2 |
Canadian Solar Inc | CSIQ | 3 |
CDW Corp | CDW | 1 |
Celestica Inc Shs Sub-Voting | CLS | 3 |
CGI Inc Class A | GIB | 1 |
Check Point Software Technologies Ltd | CHKP | 2 |
ChipMOS TECHNOLOGIES Inc ADR | IMOS | 3 |
CI&T Inc Class A | CINT | 4 |
Ciena Corp | CIEN | 3 |
Cirrus Logic Inc | CRUS | 3 |
Cisco Systems Inc | CSCO | 3 |
Clearfield Inc | CLFD | 3 |
Climb Global Solutions Inc | CLMB | 3 |
Cognex Corp | CGNX | 3 |
Cognizant Technology Solutions Corp Class A | CTSH | 3 |
Coherent Corp | COHR | 4 |
Cohu Inc | COHU | 3 |
Corning Inc | GLW | 4 |
Corsair Gaming Inc Ordinary Shares | CRSR | 3 |
Cricut Inc Ordinary Shares - Class A | CRCT | 3 |
CSG Systems International Inc | CSGS | 3 |
CSP Inc | CSPI | 3 |
CTS Corp | CTS | 3 |
Daily Journal Corp | DJCO | 3 |
Daktronics Inc | DAKT | 4 |
Daqo New Energy Corp ADR | DQ | 3 |
Digi International Inc | DGII | 3 |
Diodes Inc | DIOD | 3 |
DLocal Ltd Class A | DLO | 3 |
DoubleVerify Holdings Inc | DV | 3 |
eGain Corp | EGAN | 3 |
Endava PLC ADR | DAVA | 3 |
Enphase Energy Inc | ENPH | 3 |
Entegris Inc | ENTG | 3 |
EPAM Systems Inc | EPAM | 2 |
ePlus Inc | PLUS | 3 |
ESCO Technologies Inc | ESE | 3 |
Euronet Worldwide Inc | EEFT | 3 |
Evertec Inc | EVTC | 3 |
ExlService Holdings Inc | EXLS | 3 |
F5 Inc | FFIV | 3 |
Fabrinet | FN | 3 |
First Solar Inc | FSLR | 3 |
Fiserv Inc | FI | 3 |
Flex Ltd | FLEX | 3 |
FormFactor Inc | FORM | 2 |
Formula Systems (1985) Ltd ADR | FORTY | 4 |
Fortive Corp | FTV | 3 |
Garmin Ltd | GRMN | 2 |
Gartner Inc | IT | 1 |
Genpact Ltd | G | 3 |
Gilat Satellite Networks Ltd | GILT | 3 |
Globant SA | GLOB | 2 |
Harmonic Inc | HLIT | 3 |
Hewlett Packard Enterprise Co | HPE | 3 |
Himax Technologies Inc ADR | HIMX | 4 |
IBEX Ltd | IBEX | 3 |
Ichor Holdings Ltd | ICHR | 4 |
Immersion Corp | IMMR | 3 |
Information Services Group Inc | III | 3 |
Infosys Ltd ADR | INFY | 2 |
Insight Enterprises Inc | NSIT | 3 |
Intchains Group Ltd ADR | ICG | 3 |
Intel Corp | INTC | 3 |
InterDigital Inc | IDCC | 3 |
International Business Machines Corp | IBM | 1 |
International Money Express Inc | IMXI | 3 |
inTest Corp | INTT | 3 |
Intuit Inc | INTU | 1 |
IPG Photonics Corp | IPGP | 3 |
Ituran Location and Control Ltd | ITRN | 3 |
Jabil Inc | JBL | 3 |
Jack Henry & Associates Inc | JKHY | 2 |
Juniper Networks Inc | JNPR | 3 |
Karooooo Ltd | KARO | 3 |
Kaspi.kz JSC ADS | KSPI | 2 |
Keysight Technologies Inc | KEYS | 3 |
KLA Corp | KLAC | 1 |
Kulicke & Soffa Industries Inc | KLIC | 4 |
Lam Research Corp | LRCX | 1 |
Lattice Semiconductor Corp | LSCC | 3 |
Leidos Holdings Inc | LDOS | 2 |
Littelfuse Inc | LFUS | 4 |
LiveRamp Holdings Inc | RAMP | 3 |
LSI Industries Inc | LYTS | 3 |
Manhattan Associates Inc | MANH | 1 |
Marvell Technology Inc | MRVL | 3 |
Materialise NV ADR | MTLS | 3 |
Mesa Laboratories Inc | MLAB | 3 |
Microchip Technology Inc | MCHP | 3 |
Micron Technology Inc | MU | 1 |
Microsoft Corp | MSFT | 2 |
Mitek Systems Inc | MITK | 3 |
MKS Instruments Inc | MKSI | 3 |
Monolithic Power Systems Inc | MPWR | 2 |
N-able Inc | NABL | 3 |
NCR Atleos Corp | NATL | 3 |
NetApp Inc | NTAP | 1 |
NetScout Systems Inc | NTCT | 3 |
NICE Ltd ADR | NICE | 3 |
Nokia Oyj ADR | NOK | 3 |
Nova Ltd | NVMI | 3 |
Novanta Inc | NOVT | 3 |
NVE Corp | NVEC | 3 |
NVIDIA Corp | NVDA | 2 |
NXP Semiconductors NV | NXPI | 3 |
ODDITY Tech Ltd Class A Shares | ODD | 4 |
ON Semiconductor Corp | ON | 4 |
Onto Innovation Inc | ONTO | 3 |
Open Text Corp | OTEX | 3 |
OSI Systems Inc | OSIS | 3 |
PagSeguro Digital Ltd Class A | PAGS | 4 |
Parsons Corp | PSN | 2 |
Paycom Software Inc | PAYC | 3 |
Paylocity Holding Corp | PCTY | 4 |
Paymentus Holdings Inc Class A | PAY | 3 |
PaySign Inc | PAYS | 3 |
PC Connection Inc | CNXN | 3 |
Perficient Inc | PRFT | 3 |
Photronics Inc | PLAB | 3 |
Plexus Corp | PLXS | 3 |
Power Integrations Inc | POWI | 3 |
Progress Software Corp | PRGS | 3 |
PTC Inc | PTC | 1 |
PubMatic Inc Ordinary Shares - Class A | PUBM | 3 |
Qualcomm Inc | QCOM | 2 |
Qualys Inc | QLYS | 2 |
Radware Ltd | RDWR | 3 |
Rambus Inc | RMBS | 3 |
ReposiTrak Inc | TRAK | 2 |
Richardson Electronics Ltd | RELL | 3 |
Rogers Corp | ROG | 3 |
Roper Technologies Inc | ROP | 3 |
Salesforce Inc | CRM | 2 |
Sanmina Corp | SANM | 4 |
SAP SE ADR | SAP | 1 |
Sapiens International Corp NV | SPNS | 3 |
ScanSource Inc | SCSC | 3 |
Science Applications International Corp | SAIC | 3 |
Semtech Corp | SMTC | 3 |
Sensata Technologies Holding PLC | ST | 3 |
ServiceNow Inc | NOW | 1 |
Shopify Inc Registered Shs -A- Subord Vtg | SHOP | 3 |
Silicon Laboratories Inc | SLAB | 4 |
Silicon Motion Technology Corp ADR | SIMO | 4 |
Skyworks Solutions Inc | SWKS | 4 |
SolarEdge Technologies Inc | SEDG | 3 |
Sonos Inc | SONO | 3 |
Sony Group Corp ADR | SONY | 3 |
SPS Commerce Inc | SPSC | 1 |
SS&C Technologies Holdings Inc | SSNC | 5 |
STMicroelectronics NV ADR | STM | 4 |
StoneCo Ltd Class A | STNE | 4 |
Super Micro Computer Inc | SMCI | 3 |
Synaptics Inc | SYNA | 3 |
Synopsys Inc | SNPS | 1 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM | 3 |
TaskUs Inc Class A | TASK | 4 |
TD Synnex Corp | SNX | 4 |
TE Connectivity Ltd | TEL | 3 |
Teledyne Technologies Inc | TDY | 3 |
Telefonaktiebolaget L M Ericsson ADR | ERIC | 4 |
TELUS International (Cda) Inc Ordinary Shares (Sub Voting) | TIXT | 3 |
Teradata Corp | TDC | 3 |
Teradyne Inc | TER | 3 |
Texas Instruments Inc | TXN | 2 |
The Descartes Systems Group Inc | DSGX | 1 |
The Hackett Group Inc | HCKT | 2 |
The Trade Desk Inc Class A | TTD | 2 |
Trimble Inc | TRMB | 3 |
TTM Technologies Inc | TTMI | 4 |
Turtle Beach Corp | HEAR | 3 |
Tyler Technologies Inc | TYL | 3 |
Ultra Clean Holdings Inc | UCTT | 4 |
Universal Display Corp | OLED | 1 |
Upbound Group Inc | UPBD | 3 |
Veeco Instruments Inc | VECO | 3 |
Verint Systems Inc | VRNT | 3 |
Viavi Solutions Inc | VIAV | 3 |
Vicor Corp | VICR | 3 |
Vishay Intertechnology Inc | VSH | 4 |
Vishay Precision Group Inc | VPG | 3 |
VIZIO Holding Corp Ordinary Shares - Class A | VZIO | 3 |
Vontier Corp Ordinary Shares | VNT | 2 |
WEX Inc | WEX | 3 |
Wipro Ltd ADR | WIT | 3 |
Xerox Holdings Corp | XRX | 3 |
Yalla Group Ltd ADR | YALA | 4 |
Zebra Technologies Corp Class A | ZBRA | 4 |
Zoom Video Communications Inc | ZM | 4 |
ZoomInfo Technologies Inc | ZI | 3 |
Utilities
Electric, gas, and water utilities. Companies in this sector include Electricité de France, Exelon and NextEra Energy Inc
Name | Ticker | Morningstar Quantitative Rating Overall |
A10 Networks Inc | ATEN | 3 |
Accenture PLC Class A | ACN | 1 |
ACI Worldwide Inc | ACIW | 3 |
ACM Research Inc Class A | ACMR | 3 |
Adobe Inc | ADBE | 3 |
Advanced Micro Devices Inc | AMD | 2 |
Akamai Technologies Inc | AKAM | 3 |
Alarm.com Holdings Inc | ALRM | 2 |
Allegro Microsystems Inc Ordinary Shares | ALGM | 3 |
Allient Inc | ALNT | 4 |
Alpha & Omega Semiconductor Ltd | AOSL | 4 |
Amdocs Ltd | DOX | 3 |
American Software Inc Class A | AMSWA | 3 |
Amkor Technology Inc | AMKR | 4 |
Amphenol Corp Class A | APH | 1 |
AMTD Digital Inc ADR | HKD | 3 |
Analog Devices Inc | ADI | 3 |
Ansys Inc | ANSS | 2 |
AppFolio Inc Class A | APPF | 2 |
Apple Inc | AAPL | 3 |
Applied Materials Inc | AMAT | 1 |
AppLovin Corp Ordinary Shares - Class A | APP | 2 |
Arista Networks Inc | ANET | 1 |
Arrow Electronics Inc | ARW | 4 |
ASGN Inc | ASGN | 3 |
ASML Holding NV ADR | ASML | 1 |
AstroNova Inc | ALOT | 3 |
Asure Software Inc | ASUR | 3 |
Autodesk Inc | ADSK | 2 |
Aviat Networks Inc | AVNW | 3 |
Axcelis Technologies Inc | ACLS | 4 |
Badger Meter Inc | BMI | 2 |
Bel Fuse Inc Class A | BELFA | 4 |
Bel Fuse Inc Class B | BELFB | 4 |
Belden Inc | BDC | 4 |
Benchmark Electronics Inc | BHE | 3 |
Bentley Systems Inc Ordinary Shares - Class B | BSY | 1 |
Block Inc Class A | SQ | 4 |
Broadcom Inc | AVGO | 1 |
Broadridge Financial Solutions Inc | BR | 1 |
CACI International Inc Class A | CACI | 3 |
Cadence Design Systems Inc | CDNS | 1 |
Calix Inc | CALX | 3 |
Camtek Ltd | CAMT | 2 |
Canadian Solar Inc | CSIQ | 3 |
CDW Corp | CDW | 1 |
Celestica Inc Shs Sub-Voting | CLS | 3 |
CGI Inc Class A | GIB | 1 |
Check Point Software Technologies Ltd | CHKP | 2 |
ChipMOS TECHNOLOGIES Inc ADR | IMOS | 3 |
CI&T Inc Class A | CINT | 4 |
Ciena Corp | CIEN | 3 |
Cirrus Logic Inc | CRUS | 3 |
Cisco Systems Inc | CSCO | 3 |
Clearfield Inc | CLFD | 3 |
Climb Global Solutions Inc | CLMB | 3 |
Cognex Corp | CGNX | 3 |
Cognizant Technology Solutions Corp Class A | CTSH | 3 |
Coherent Corp | COHR | 4 |
Cohu Inc | COHU | 3 |
Corning Inc | GLW | 4 |
Corsair Gaming Inc Ordinary Shares | CRSR | 3 |
Cricut Inc Ordinary Shares - Class A | CRCT | 3 |
CSG Systems International Inc | CSGS | 3 |
CSP Inc | CSPI | 3 |
CTS Corp | CTS | 3 |
Daily Journal Corp | DJCO | 3 |
Daktronics Inc | DAKT | 4 |
Daqo New Energy Corp ADR | DQ | 3 |
Digi International Inc | DGII | 3 |
Diodes Inc | DIOD | 3 |
DLocal Ltd Class A | DLO | 3 |
DoubleVerify Holdings Inc | DV | 3 |
eGain Corp | EGAN | 3 |
Endava PLC ADR | DAVA | 3 |
Enphase Energy Inc | ENPH | 3 |
Entegris Inc | ENTG | 3 |
EPAM Systems Inc | EPAM | 2 |
ePlus Inc | PLUS | 3 |
ESCO Technologies Inc | ESE | 3 |
Euronet Worldwide Inc | EEFT | 3 |
Evertec Inc | EVTC | 3 |
ExlService Holdings Inc | EXLS | 3 |
F5 Inc | FFIV | 3 |
Fabrinet | FN | 3 |
First Solar Inc | FSLR | 3 |
Fiserv Inc | FI | 3 |
Flex Ltd | FLEX | 3 |
FormFactor Inc | FORM | 2 |
Formula Systems (1985) Ltd ADR | FORTY | 4 |
Fortive Corp | FTV | 3 |
Garmin Ltd | GRMN | 2 |
Gartner Inc | IT | 1 |
Genpact Ltd | G | 3 |
Gilat Satellite Networks Ltd | GILT | 3 |
Globant SA | GLOB | 2 |
Harmonic Inc | HLIT | 3 |
Hewlett Packard Enterprise Co | HPE | 3 |
Himax Technologies Inc ADR | HIMX | 4 |
IBEX Ltd | IBEX | 3 |
Ichor Holdings Ltd | ICHR | 4 |
Immersion Corp | IMMR | 3 |
Information Services Group Inc | III | 3 |
Infosys Ltd ADR | INFY | 2 |
Insight Enterprises Inc | NSIT | 3 |
Intchains Group Ltd ADR | ICG | 3 |
Intel Corp | INTC | 3 |
InterDigital Inc | IDCC | 3 |
International Business Machines Corp | IBM | 1 |
International Money Express Inc | IMXI | 3 |
inTest Corp | INTT | 3 |
Intuit Inc | INTU | 1 |
IPG Photonics Corp | IPGP | 3 |
Ituran Location and Control Ltd | ITRN | 3 |
Jabil Inc | JBL | 3 |
Jack Henry & Associates Inc | JKHY | 2 |
Juniper Networks Inc | JNPR | 3 |
Karooooo Ltd | KARO | 3 |
Kaspi.kz JSC ADS | KSPI | 2 |
Keysight Technologies Inc | KEYS | 3 |
KLA Corp | KLAC | 1 |
Kulicke & Soffa Industries Inc | KLIC | 4 |
Lam Research Corp | LRCX | 1 |
Lattice Semiconductor Corp | LSCC | 3 |
Leidos Holdings Inc | LDOS | 2 |
Littelfuse Inc | LFUS | 4 |
LiveRamp Holdings Inc | RAMP | 3 |
LSI Industries Inc | LYTS | 3 |
Manhattan Associates Inc | MANH | 1 |
Marvell Technology Inc | MRVL | 3 |
Materialise NV ADR | MTLS | 3 |
Mesa Laboratories Inc | MLAB | 3 |
Microchip Technology Inc | MCHP | 3 |
Micron Technology Inc | MU | 1 |
Microsoft Corp | MSFT | 2 |
Mitek Systems Inc | MITK | 3 |
MKS Instruments Inc | MKSI | 3 |
Monolithic Power Systems Inc | MPWR | 2 |
N-able Inc | NABL | 3 |
NCR Atleos Corp | NATL | 3 |
NetApp Inc | NTAP | 1 |
NetScout Systems Inc | NTCT | 3 |
NICE Ltd ADR | NICE | 3 |
Nokia Oyj ADR | NOK | 3 |
Nova Ltd | NVMI | 3 |
Novanta Inc | NOVT | 3 |
NVE Corp | NVEC | 3 |
NVIDIA Corp | NVDA | 2 |
NXP Semiconductors NV | NXPI | 3 |
ODDITY Tech Ltd Class A Shares | ODD | 4 |
ON Semiconductor Corp | ON | 4 |
Onto Innovation Inc | ONTO | 3 |
Open Text Corp | OTEX | 3 |
OSI Systems Inc | OSIS | 3 |
PagSeguro Digital Ltd Class A | PAGS | 4 |
Parsons Corp | PSN | 2 |
Paycom Software Inc | PAYC | 3 |
Paylocity Holding Corp | PCTY | 4 |
Paymentus Holdings Inc Class A | PAY | 3 |
PaySign Inc | PAYS | 3 |
PC Connection Inc | CNXN | 3 |
Perficient Inc | PRFT | 3 |
Photronics Inc | PLAB | 3 |
Plexus Corp | PLXS | 3 |
Power Integrations Inc | POWI | 3 |
Progress Software Corp | PRGS | 3 |
PTC Inc | PTC | 1 |
PubMatic Inc Ordinary Shares - Class A | PUBM | 3 |
Qualcomm Inc | QCOM | 2 |
Qualys Inc | QLYS | 2 |
Radware Ltd | RDWR | 3 |
Rambus Inc | RMBS | 3 |
ReposiTrak Inc | TRAK | 2 |
Richardson Electronics Ltd | RELL | 3 |
Rogers Corp | ROG | 3 |
Roper Technologies Inc | ROP | 3 |
Salesforce Inc | CRM | 2 |
Sanmina Corp | SANM | 4 |
SAP SE ADR | SAP | 1 |
Sapiens International Corp NV | SPNS | 3 |
ScanSource Inc | SCSC | 3 |
Science Applications International Corp | SAIC | 3 |
Semtech Corp | SMTC | 3 |
Sensata Technologies Holding PLC | ST | 3 |
ServiceNow Inc | NOW | 1 |
Shopify Inc Registered Shs -A- Subord Vtg | SHOP | 3 |
Silicon Laboratories Inc | SLAB | 4 |
Silicon Motion Technology Corp ADR | SIMO | 4 |
Skyworks Solutions Inc | SWKS | 4 |
SolarEdge Technologies Inc | SEDG | 3 |
Sonos Inc | SONO | 3 |
Sony Group Corp ADR | SONY | 3 |
SPS Commerce Inc | SPSC | 1 |
SS&C Technologies Holdings Inc | SSNC | 5 |
STMicroelectronics NV ADR | STM | 4 |
StoneCo Ltd Class A | STNE | 4 |
Super Micro Computer Inc | SMCI | 3 |
Synaptics Inc | SYNA | 3 |
Synopsys Inc | SNPS | 1 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM | 3 |
TaskUs Inc Class A | TASK | 4 |
TD Synnex Corp | SNX | 4 |
TE Connectivity Ltd | TEL | 3 |
Teledyne Technologies Inc | TDY | 3 |
Telefonaktiebolaget L M Ericsson ADR | ERIC | 4 |
TELUS International (Cda) Inc Ordinary Shares (Sub Voting) | TIXT | 3 |
Teradata Corp | TDC | 3 |
Teradyne Inc | TER | 3 |
Texas Instruments Inc | TXN | 2 |
The Descartes Systems Group Inc | DSGX | 1 |
The Hackett Group Inc | HCKT | 2 |
The Trade Desk Inc Class A | TTD | 2 |
Trimble Inc | TRMB | 3 |
TTM Technologies Inc | TTMI | 4 |
Turtle Beach Corp | HEAR | 3 |
Tyler Technologies Inc | TYL | 3 |
Ultra Clean Holdings Inc | UCTT | 4 |
Universal Display Corp | OLED | 1 |
Upbound Group Inc | UPBD | 3 |
Veeco Instruments Inc | VECO | 3 |
Verint Systems Inc | VRNT | 3 |
Viavi Solutions Inc | VIAV | 3 |
Vicor Corp | VICR | 3 |
Vishay Intertechnology Inc | VSH | 4 |
Vishay Precision Group Inc | VPG | 3 |
VIZIO Holding Corp Ordinary Shares - Class A | VZIO | 3 |
Vontier Corp Ordinary Shares | VNT | 2 |
WEX Inc | WEX | 3 |
Wipro Ltd ADR | WIT | 3 |
Xerox Holdings Corp | XRX | 3 |
Yalla Group Ltd ADR | YALA | 4 |
Zebra Technologies Corp Class A | ZBRA | 4 |
Zoom Video Communications Inc | ZM | 4 |
ZoomInfo Technologies Inc | ZI | 3 |
Algonquin Power & Utilities Corp | AQN | 3 |
ALLETE Inc | ALE | 5 |
Alliant Energy Corp | LNT | 5 |
Ameren Corp | AEE | 5 |
American Electric Power Co Inc | AEP | 5 |
American States Water Co | AWR | 3 |
American Water Works Co Inc | AWK | 5 |
Aris Water Solutions Inc Class A | ARIS | 3 |
Artesian Resources Corp Class A | ARTNA | 3 |
Atlantica Sustainable Infrastructure PLC | AY | 3 |
Atmos Energy Corp | ATO | 4 |
Avangrid Inc | AGR | 4 |
Avista Corp | AVA | 3 |
Black Hills Corp | BKH | 5 |
California Water Service Group | CWT | 3 |
CenterPoint Energy Inc | CNP | 5 |
Centrais Eletricas Brasileiras SA ADR | EBR | 4 |
Centrais Eletricas Brasileiras SA ADR | EBR.B | 4 |
Central Puerto SA ADR rep 10 Shs | CEPU | 3 |
Chesapeake Utilities Corp | CPK | 3 |
Cia Energetica DE Minas Gerais - Cemig ADR | CIG | 3 |
Cia Energetica DE Minas Gerais - Cemig ADR | CIG.C | 3 |
Clearway Energy Inc Class A | CWEN.A | 3 |
Clearway Energy Inc Class C | CWEN | 3 |
Companhia De Saneamento Basico Do Estado De Sao Paulo ADR | SBS | 3 |
Consolidated Edison Inc | ED | 4 |
Consolidated Water Co Ltd | CWCO | 3 |
Constellation Energy Corp | CEG | 1 |
Dominion Energy Inc | D | 4 |
DTE Energy Co | DTE | 5 |
Duke Energy Corp | DUK | 5 |
Edison International | EIX | 5 |
Enel Chile SA ADR | ENIC | 4 |
Entergy Corp | ETR | 5 |
Essential Utilities Inc | WTRG | 5 |
Evergy Inc | EVRG | 5 |
Eversource Energy | ES | 3 |
Exelon Corp | EXC | 5 |
FirstEnergy Corp | FE | 5 |
Fortis Inc | FTS | 4 |
Genie Energy Ltd Class B | GNE | 4 |
Global Water Resources Inc | GWRS | 3 |
Idacorp Inc | IDA | 4 |
MGE Energy Inc | MGEE | 3 |
Middlesex Water Co | MSEX | 3 |
Montauk Renewables Inc Ordinary Shares | MNTK | 3 |
New Jersey Resources Corp | NJR | 3 |
NextEra Energy Inc | NEE | 3 |
NiSource Inc | NI | 5 |
Northwest Natural Holding Co | NWN | 4 |
NorthWestern Energy Group Inc | NWE | 5 |
NRG Energy Inc | NRG | 1 |
OGE Energy Corp | OGE | 5 |
ONE Gas Inc | OGS | 3 |
Ormat Technologies Inc | ORA | 3 |
Otter Tail Corp | OTTR | 3 |
Pinnacle West Capital Corp | PNW | 5 |
PNM Resources Inc | PNM | 3 |
Portland General Electric Co | POR | 5 |
PPL Corp | PPL | 5 |
Public Service Enterprise Group Inc | PEG | 4 |
Pure Cycle Corp | PCYO | 3 |
RGC Resources Inc | RGCO | 3 |
Sempra | SRE | 5 |
SJW Group | SJW | 3 |
Southern Co | SO | 3 |
Southwest Gas Holdings Inc | SWX | 4 |
Spire Inc | SR | 5 |
The York Water Co | YORW | 3 |
TransAlta Corp | TAC | 3 |
UGI Corp | UGI | 3 |
Unitil Corp | UTL | 4 |
Vistra Corp | VST | 1 |
WEC Energy Group Inc | WEC | 5 |
Xcel Energy Inc | XEL | 3 |