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 163.73 21 B 8.6% 3.3% 42%   7% -34%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 34.13 6.9 B 2.5% -7.1% 46%   2% -37%
Covanta Holding CVA NYSE Utilities Environmental Services & Waste Mngt USD 12.40 1.6 B 3.5% -11.2% 65%   4% -55%
Cummins CMI NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 231.17 34 B 11.4% 29.3% 43%   9% -44%
Heritage-Crystal Clean HCCI NASDAQ Utilities Environmental Services & Waste Mngt USD 19.27 448 M 6.4% -37.7% 85%   10% -62%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 109.72 5.1 B 15.4% 4.1% 44%   13% -40%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 64.66 2.9 B 15.4% -14.8% 77%   25% -62%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 33.98 2.3 B 7.4% 5.4% 52%   7% -39%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 96.72 31 B 15.4% 11.0% 35%   11% -34%
Snap-On SNA NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 175.85 10 B 10.0% 12.4% 48%   9% -44%
Stericycle SRCL NASDAQ Utilities Environmental Services & Waste Mngt USD 70.44 6.4 B 4.0% 12.1% 54%   4% -38%