Dudley & Shanley, Inc. Portfolio Holdings by Sector
Dudley & Shanley, Inc.
- $577 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Gold | Basic Materials
WPM 1 stocks |
$74,864
12.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME FELE KAI GNRC KRNT ROP DCI 7 stocks |
$49,581
8.59% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI ROL 2 stocks |
$48,278
8.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL AVTR 2 stocks |
$48,081
8.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$29,418
5.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$28,900
5.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$27,997
4.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$27,297
4.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$26,793
4.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$25,639
4.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$25,558
4.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOX MSFT 2 stocks |
$24,479
4.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$23,072
4.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$21,953
3.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$20,781
3.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$17,352
3.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$12,454
2.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$11,767
2.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE 1 stocks |
$8,630
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GRID PHO 2 stocks |
$7,547
1.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$7,291
1.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$4,371
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$2,595
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
ORA 1 stocks |
$2,215
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
OCUL 1 stocks |
$110
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|