Analyst: Matt Arnold

Company Symbol
Caterpillar CAT
Deere & Co DE
Donaldson Inc. DCI
Dover Corporation DOV
Illinois Tool Works ITW
Jacobs Engineering ITW
Parker-Hannifin Corp. JEC
Valmont Industries VMI

Analyst: Logan Purk

Company Symbol
C.H. Robinson Worldwide CHRW
Cummins CMI
Expeditors International of Washington EXPD
Fastenal FAST
Fed Ex Corp. FDX
Graco GGG
Grainger GWW
J.B. Hunt JBHT
Norfolk Southern NSC
Snap-on Tools SNA
Southwest Airlines LUV
Stericycle SRCL
Union Pacific UNP
United Parcel Service UPS

Analyst: Dan Sherman

Company Symbol
Agrium AGU
Agrium AGU.T
BHP Billiton BBL
BHP Billiton (US ADR) BHP
Canadian National Railway CNI
Canadian National Railway CNR.T
Canadian Pacific Railway CP
Canadian Pacific Railway CP.T
Finning International FTT.T
Norfolk Southern NSC
SNC-Lavalin SNC.T
Teck Resources TCK
Toromont Industries TIH.T

Analyst: Jeff Windau

Company Symbol
Ametek AME
Boeing BA
Danaher Corp. DHR
Emerson Electric EMR
General Dynamics. GD
General Electric GE
Honeywell International HON
Johnson Controls JCI
Precision Castparts PCP
Roper Industries ROP
United Technologies. UTX
Woodward WWD

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