We think Keysight Technologies is the leader in communications testing and measurement solutions, and offers a vendor-agnostic way to invest in the rapidly growing 5G and high-speed networking markets ...
Hanesbrands is the market leader in basic innerwear in multiple countries. We believe its key innerwear brands, like Hanes and Bonds in Australia, achieve premium pricing. Our narrow moat rating on ...
Imperial Brands is at the end of a five-year strategic plan launched in 2021 that looked to position the firm as a fast follower in next-generation products while strengthening its share in its most ...
Furthermore, Jacobs’ portfolio is well-aligned with multiple favorable secular trends, including growing investment in infrastructure as well as the transition to clean energy. We believe that Jacobs ...
Retail real estate investment trust Kimco Realty owns and operates a geographically diversified portfolio of quality shopping centers. Its retail portfolio includes grocery-anchored centers, ...
Nearly 75% of WEC's earnings come from areas with what we view as constructive regulation, such as Wisconsin and at the Federal Energy Regulatory Commission. Its commercial renewable energy business ...
We expect Alliant Energy to invest $11 billion from 2025 to 2028, supporting 10% rate base growth. We forecast the company will achieve the high end of management's 5%-7% annual earnings growth target ...
We award a narrow economic moat rating to Femsa based on the intangible assets and cost advantages at major subsidiaries Coca-Cola Femsa and the Oxxo small-format retail chain, which jointly make up ...