Our theme of Capex Cycle Stocks - which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players - has gained about 5% year-to-date, compared to the S&P 500 which remains up by 4% 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 gained about 5% year-to-date, compared to the S&P 500 which remains up by 4% over the same period.
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