Our theme of Capex Cycle Stocks - which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players - has declined by about 11% year-to-date in 2022, compared to the S&P 500 which is down about 9% over the same period
Our theme of Capex Cycle Stocks - which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players - has declined by about 11% year-to-date in 2022, compared to the S&P 500 which is down about 9% over the same period
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