Industrials and Real Estate

Industrials and Real Estate
  • Pininvest Analysis

The constituents of the portfolio have been selected amongst Utilities, Infrastructure (energy-, environmental- and logistics-focused) and Healthcare services (senior housing)

 

The companies are positioned in market segments of stable, or even growing, demand over the medium term, implying a fair degree of support in case of total market reversal

 

Asset volatiliy (a measure of risk) and maximum draw-down (largest continuous share price drop) have been on average low but, based on historical data series, the ratios are only indicative of trends - they do not forecast the future 

Industrials and Real Estate • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Weight Perf. Vol. Risk Contrib. MDD
 
Alexandria Real Estate Equities ARE NYSE Real Estate REITs Health Care & Senior Housing USD 162.90 19 B 8.0% 34.3% 16%   9% -9%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 35.42 6.8 B 2.2% 28.2% 20%   2% -18%
Aqua America WTR NYSE Utilities Water Supply USD 50.57 11 B 16.2% 51.0% 17%   17% -7%
Covanta Holding CVA NYSE Utilities Environmental Services & Waste Mngt USD 15.58 2.0 B 2.5% 5.7% 24%   3% -23%
Cummins CMI NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 173.80 27 B 9.3% 18.7% 23%   9% -19%
Heritage-Crystal Clean HCCI NASDAQ Utilities Environmental Services & Waste Mngt USD 29.69 688 M 5.0% 10.7% 29%   6% -16%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 113.93 5.3 B 13.4% 26.9% 17%   12% -9%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 83.90 3.7 B 11.6% 11.5% 16%   12% -12%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 34.95 2.1 B 6.9% 36.7% 19%   8% -10%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 93.46 30 B 13.4% 24.6% 13%   10% -6%
Snap-On SNA NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 170.00 9.3 B 7.2% 3.7% 23%   7% -16%
Stericycle SRCL NASDAQ Utilities Environmental Services & Waste Mngt USD 63.35 5.8 B 4.3% 51.7% 31%   5% -27%