Our theme of Capex Cycle Stocks - which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players - fared well through 2021, rising by about 32% over the year, outperforming the S&P 500 which was up by about 27%...
Our theme of Capex Cycle Stocks - which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players - fared well through 2021, rising by about 32% over the year, outperforming the S&P 500 which was up by about 27%...
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