Groups

Big equity structure changes in the last 30 days, one of the most dramatic shifts made in 12 years. Oil Patch holdings reduced, new position in Ethical Drugs and “new” Let’s Get Competitive thesis (improving manufacturing and industrial productivity). Other small sector shifts not very significant.

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A distribution by traditional economic sectors of groups ranked “very good” or higher. We think this provides a good fix on current market leadership areas, as well as providing clues as to future areas of leadership.

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