As we move into the second half of the year, the 2Q 2024 data has relevant findings for the Global Industrials space. Below are some of the most respected and ‘on the move’ Industrials stocks on the BWI Shareholder Confidence Index based on our daily chats with global investors.
According to institutional investors, these companies are at the top of the Industrials Shareholder Confidence Index for Quality so far in 2Q 2024 at June 5th.
Highest Investment Quality:
Illinois Tools Works Inc
DSV Panalpina A/S
Canadian Pacific Kansas City Limited
Lincoln Electric Holdings Inc
AMETEK Inc
According to institutional investors, these companies had the biggest increase in Investment Quality 2Q 2024 as of June 5th 2024 vs 1Q 2024.
Largest increases in Investment Quality Index score:
3M Co (+14.6%)
Finning International Inc (+9.5%)
Kone OYJ (+8.6%)
Johnson Controls International (+6.8%)
Emerson Electric Co. (+5.9%)
According to institutional investors, Ownership Conviction of these companies is strongest of the names on the Industrials Shareholder Confidence Index so far in 2Q 2024 at June 5th.
Highest Ownership Conviction:
WSP Global Inc.
Trane Technologies plc
Parker Hannifin Corp
AtkinsRealis
According to institutional investors, these companies had the biggest increase in Ownership Conviction 2Q 2024 as of June 5th 2024 vs 1Q 2024.
Largest increases in Commitment to Own score:
3M Co (+27.9%)
Georg Fischer AG (+19.0%)
AtkinsRealis (+15.7%)
Otis Worldwide Corp (+15.6%)
Sandvik AB (+14.3%)
Looking to the year ahead, Environment along with Aerospace/Defense stocks had the highest Ownership Penetration amongst the
BWI 2Q 2024 Panel as of June 5th 2024.
If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with commentary please send an email to awalia@brendanwood.com or gpeck@brendanwood.com
Brendan Wood International (BWI) serves a dual clientele of world leading investors and their corporate investment targets as well as broker dealers who provide research, sales and trading services to the investment community. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. Investors depend on BWI to quantify the demand side of the investment industry across 1400 names worldwide, including the name by name research sales and trading professionals who influence investor demand.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000+ live consultations with professionals overseeing +/- $55 trillion invested in the +/- 1400 big cap companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Contacts:
Ajay S. Walia
Managing Director
Brendan Wood International
+1 416 924 8110
awalia@brendanwood.com
Gordon Peck
Managing Director
Brendan Wood International
+1 416 924 8110
gpeck@brendanwood.com
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